Axis Liquid Fund – Growth
Axis Liquid Fund -Retail Growth
Axis Liquid Fund – Progress is a kind of mutual fund supplied by Axis Mutual Fund. It’s a liquid fund, which suggests it invests primarily in cash market devices resembling treasury payments, certificates of deposit, and business paper with a maturity of as much as 91 days. The fund goals to offer development of capital and liquidity to its traders. It’s appropriate for traders searching for a low-risk funding choice with reasonable returns.
NAV of liquid funds are marked to market every day, which implies that the worth of the fund’s holdings are revalued daily to mirror the present market value. This leads to the Web Asset Worth (NAV) of the fund fluctuating every day.
Additionally, Liquid funds are thought-about to be a safer choice in comparison with different varieties of mutual funds as they put money into short-term debt devices, that are much less unstable and carry a decrease credit score danger in comparison with longer-term debt devices.
Traders can put money into Axis Liquid Fund
Progress by means of a lump sum or by means of a scientific funding plan (SIP). You will need to verify the fund’s previous efficiency and portfolio earlier than investing. It’s also really useful to seek the advice of with a monetary advisor earlier than making any funding choice.
One other necessary facet to think about is the expense ratio of the fund. The expense ratio is the annual payment that the fund fees for managing the property, expressed as a proportion of the fund’s common internet property. A decrease expense ratio signifies that the fund is inexpensive to function, which might have a constructive impression on the fund’s total efficiency.
It’s also good to notice that, Liquid Funds are thought-about as money equal, therefore they’re extremely liquid in nature which implies that the fund permits for straightforward redemption or withdrawal of the invested quantity. This function of Liquid Fund makes it a great choice for traders searching for short-term parking of surplus funds or for individuals who want to satisfy sudden money necessities.
Lastly, the fund’s credit score high quality can be an necessary issue to think about when investing in a liquid fund. The fund’s portfolio ought to include high-quality debt devices with excessive credit standing, which can cut back the danger of default and assist to keep up the soundness of the fund’s NAV.
In abstract, Axis Liquid Fund
Progress is an acceptable funding choice for traders searching for a low-risk funding with reasonable returns, with simple liquidity choices, and decrease expense ratio. It’s all the time necessary to do thorough analysis and session with a monetary advisor earlier than making any funding selections.
RETURNS (NAV as on fifteenth January, 2023) Axis Liquid Fund
| Interval Invested for | ₹10000 Invested on | Newest Worth | Absolute Returns | Annualised Returns | Class Avg | Rank inside Class |
|---|---|---|---|---|---|---|
| 1 Week | 08-Jan-23 | 10011.00 | 0.11% | – | 0.11% | 8/38 |
| 1 Month | 15-Dec-22 | 10057.20 | 0.57% | – | 0.56% | 4/36 |
| 3 Month | 15-Oct-22 | 10164.40 | 1.64% | – | 0.46% | 2/38 |
| 6 Month | 15-Jul-22 | 10298.60 | 2.99% | – | 1.75% | 3/38 |
| YTD | 01-Jan-23 | 10024.60 | 0.25% | – | 0.23% | 11/36 |
| 1 Yr | 15-Jan-22 | 10499.90 | 5.00% | 5.00% | 3.69% | 4/38 |
| 2 Yr | 15-Jan-21 | 10849.60 | 8.50% | 4.16% | 3.39% | 7/37 |
| 3 Yr | 15-Jan-20 | 11301.60 | 13.02% | 4.16% | 3.55% | 6/37 |
| 5 Yr | 15-Jan-18 | 12942.70 | 29.43% | 5.29% | 4.78% | 5/33 |
| 10 Yr | 15-Jan-13 | 19174.50 | 91.75% | 6.72% | 6.44% | 5/30 |
| Since Inception | 09-Oct-09 | 24494.10 | 144.94% | 6.98% | 6.30% | 11/38 |
Returns Calculator
SIP RETURNS (NAV as on fifteenth January, 2023) Axis Liquid Fund – Growth
| Interval Invested for | ₹1000 SIP Began on | Investments | Newest Worth | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Yr | 15-Jan-22 | 12000 | 12364.11 | 3.03 % | 5.63 % |
| 2 Yr | 15-Jan-21 | 24000 | 25193.61 | 4.97 % | 4.72 % |
| 3 Yr | 15-Jan-20 | 36000 | 38464.99 | 6.85 % | 4.34 % |
| 5 Yr | 15-Jan-18 | 60000 | 67510.53 | 12.52 % | 4.65 % |
| 10 Yr | 15-Jan-13 | 120000 | 161806.3 | 34.84 % | 5.82 % |
Key Components to Think about when Investing in Axis Liquid Fund – Progress:
- Fund Goal: The fund goals to offer development of capital and liquidity to its traders. It’s appropriate for traders searching for a low-risk funding choice with reasonable returns.
- Market Fluctuation: The NAV of liquid funds are marked to market every day, which implies that the worth of the fund’s holdings are revalued daily to mirror the present market value. This leads to the Web Asset Worth (NAV) of the fund fluctuating every day.
- Threat Profile: Liquid funds are thought-about to be a safer choice in comparison with different varieties of mutual funds as they put money into short-term debt devices, that are much less unstable and carry a decrease credit score danger in comparison with longer-term debt devices.
- Funding Choices: Traders can put money into Axis Liquid Fund – Progress by means of a lump sum or by means of a scientific funding plan (SIP).
- Expense Ratio: The expense ratio is the annual payment that the fund fees for managing the property, expressed as a proportion of the fund’s common internet property. A decrease expense ratio signifies that the fund is inexpensive to function, which might have a constructive impression on the fund’s total efficiency.
- Liquidity: Liquid Funds are thought-about as money equal, therefore they’re extremely liquid in nature which implies that the fund permits for straightforward redemption or withdrawal of the invested quantity.
- Credit score High quality: The fund’s portfolio ought to include high-quality debt devices with excessive credit standing, which can cut back the danger of default and assist to keep up the soundness of the fund’s NAV.
- Session: It’s all the time necessary to do thorough analysis and session with a monetary advisor earlier than making any funding selections.
F&Q
Q: What’s Axis Liquid Fund – Progress? A: Axis Liquid Fund – Progress is a kind of mutual fund supplied by Axis Mutual Fund. It’s a liquid fund, which suggests it invests primarily in cash market devices resembling treasury payments, certificates of deposit, and business paper with a maturity of as much as 91 days. The fund goals to offer development of capital and liquidity to its traders.
Q: What kind of investor is appropriate for Axis Liquid Fund – Progress? A: The fund is appropriate for traders searching for a low-risk funding choice with reasonable returns.
Q: How does the NAV of liquid funds fluctuate? A: The NAV of liquid funds are marked to market every day, which implies that the worth of the fund’s holdings are revalued daily to mirror the present market value. This leads to the Web Asset Worth (NAV) of the fund fluctuating every day.
Q: How does the expense ratio of the fund have an effect on its efficiency? A: A decrease expense ratio signifies that the fund is inexpensive to function, which might have a constructive impression on the fund’s total efficiency.
Q: What’s the liquidity of liquid funds? A: Liquid Funds are thought-about as money equal, therefore they’re extremely liquid in nature which implies that the fund permits for straightforward redemption or withdrawal of the invested quantity.
Q: How necessary is the credit score high quality of the fund’s portfolio? A: The fund’s portfolio ought to include high-quality debt devices with excessive credit standing, which can cut back the danger of default and assist to keep up the soundness of the fund’s NAV.
Q: Is it necessary to seek the advice of a monetary advisor earlier than investing in Axis Liquid Fund – Progress? A: Sure, it is very important do thorough analysis and session with a monetary advisor earlier than making any funding selections.
