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Fund name
|
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
---|---|---|---|---|---|---|
Axis Liquid Fund - Retail Plan
|
Low to Moderate
|
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0.68 |
|||
Moderate
|
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0.34 |
||||
Low to Moderate
|
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0.19 |
||||
Low to Moderate
|
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0.21 |
||||
Low to Moderate
|
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0.19 |
₹39,069 Cr
0.01 (1)
500
500
--
--
Investment Strategy
The fund seeks to generate reasonable return commensurate with low risk and high degree of liquidity from a portfolio of money market and high quality debt securities.
Suitability
"Liquid funds invest in bonds having maturity of up to three months. They are suitable to park the amount you have set aside to meet any emergency needs or any surplus money that you don't need for a few weeks up to a year. You can expect to earn better returns than what you would get from a bank account.
The risk of incurring a loss in these funds is negligible but they do not guarantee returns or safety of capital. Though rare, there have been few instances when liquid funds have incurred losses.
Remember, these funds are geared to deliver only marginally higher returns than your bank account. They deliver steady, but low returns and are not suitable to build wealth in the long run."
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
1 min read•By News Desk
1 min read•By News Desk
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Axis Liquid Fund - Retail Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Axis Liquid Fund - Retail Plan can be bought from the Axis Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of Axis Liquid Fund - Retail Plan, is ₹2,643.5300 as of 17-May-2025.
Company | Percentage of Portfolio |
---|---|
Reserve Bank of India T-Bills 91-D 05/06/2025 |
5.73
|
Canara Bank CD 09/06/2025 |
3.81
|
Reliance Jio Infocomm Ltd CP 91-D 17/07/2025 |
3.79
|
Export-Import Bank Of India CP 91-D 09/06/2025 |
3.62
|
Reserve Bank of India T-Bills 91-D 12/06/2025 |
3.31
|
Over the past five years, Axis Liquid Fund - Retail Plan has delivered an annualised return of 4.95% as of 17-May-2025.
The minimum investment required to start investing in Axis Liquid Fund - Retail Plan is ₹500 for the lump sum option and ₹-- for the SIP (Systematic Investment Plan) option.