Investing Related

Should You Invest In Axis Liquid Funds?

Should you invest in Axis Liquid Funds? To begin with, we need to identify if you should be investing in Liquid Funds at all. So let's take a look at the facts and figures on Axis Liquid Funds to understand if this is the right investment for you.
September 16, 2020

Should you invest in Axis Liquid Funds? To begin with, we need to identify if you should be investing in Liquid Funds at all. This depends on whether or not you own other Liquid Funds and also on your financial goals.

Are you a new investor? Not aware of your risk level or time-horizon? Speak To A Cube Wealth Coach

What Is Axis Liquid Fund Regular Growth?

Axis Liquid Funds are ideal for the short term as a low-risk investment which can potentially give better returns than your average bank account or deposit. It is highly liquid and provides a unique option to redeem your investment instantly without any fixed lock-in period. 

With returns of 5.06% over the past year, Axis Liquid Fund Regular Growth has performed better than the benchmark for the liquid funds category. Since the AUM is more than ₹20000 Crs, returns tend to be marginalized.

This fund is a perfect investment for short term & regular gains. 

Ideal for : 3 months to 3 years. Highly liquid.

Click here to read more about the top 20 mutual funds in India for 2020

Competition 

  • Nippon India Liquid Fund 
  • SBI Liquid Fund 
  • HDFC Liquid Fund 
  • Invesco India Liquid Fund 
  • ICICI Prudential Liquid Fund 

Cube Wealth Strongly Suggests That Investors Consult A Wealth Coach Before Making Any Investments.

 

 

 

Mutual Fund Name

Axis Liquid Funds Regular Growth

Category

Open-ended

1-year returns

5.06%

3-year returns

6.50%

5-year returns

6.84%

Inception Date

31 Dec 2012

Axis Liquid Fund NAV

₹2234.68

Asset Under Management(AUM)

₹28,818 Cr

Expense Ratio

0.22%

Benchmark Index

‎NIFTY Liquid Index

Minimum Investment Amount in Cube

₹1000

 

 

 

 

 

Read more about why you need a Mutual Fund Advisor

About Cube's Mutual Fund Advisor


Cube has an exclusive tie-up with WEALTH FIRST, an investment advisory firm that was founded in 2001. WF offers “Wealth Management Solutions” to High Net worth Individuals, Family Offices, Corporates, and Institutions.


A Little About Axis Liquid Fund


Mr. Devang Shah, with over 14 years of experience, has been managing this fund since the 5th of November 2012. Mr. Aditya Pagaria, with over 11 years of experience, has been managing this fund since the 13th of August 2016. 

Axis Liquid Funds Regular Growth is a Debt Mutual Fund Scheme that was launched on the 9th of October 2009.

Primary Investment Objective


To allow high liquidity combined with low risk and reasonable returns through a portfolio of money market and debt securities.



Note:
All facts and figures updated on 31/08/2020.


While we update our pages regularly, we advise you to check the Cube Wealth App for the latest data.

Shriram Shekhar
Shriram is a Consultant at CubeWealth. He has developed cutting edge IT products for over 2 years before turning to his passion for the written word. His love for philosophy, developing products, and empowering people through quality content is what got him to CubeWealth.

Book Your Free Consultation Call
With A Cube Wealth Coach!

Schedule a call based on your convenience.
And get an expert to help you invest.

Yay, we've got your details. A Cube Wealth Coach will be in touch soon!
Oops! Something went wrong while submitting the form.

Grow your money without wasting time

on stock picking, poring over excel sheets, financial news, analyzing market trends, tracking the Sensex, researching company fundamentals, comparing mutual funds, reading financial reports, trying to predict the future & losing your sanity!