Loading…
Two Low duration funds side by side: returns, costs, size, risk and how much their portfolios overlap.
Axis Treasury Advantage Fund vs Franklin India Low Duration Fund, as of 9 Nov 2026: Axis Treasury Advantage Fund NAV ₹3,530.31, 3Y CAGR 7.4%, expense ratio 0.37%; Franklin India Low Duration Fund NAV ₹11.23, expense ratio 0.27%; about 0% of their portfolios overlap.
As of · Source: AMFI NAVs and fund-house disclosures
| Axis Treasury Advantage Fund Direct Growth | Franklin India Low Duration Fund Direct Growth | |
|---|---|---|
| Category | Low duration | Low duration |
| Fund house | Axis Mutual Fund | Franklin Templeton Mutual Fund |
| Plan | Direct Plan · Growth Option | Direct Plan · Growth |
| NAV | ₹3,530.31 (9 Nov 2026) | ₹11.23 (9 Nov 2026) |
| 1Y return | 6.1% | 6.1% |
| 3Y CAGR | 7.4% | — |
| 5Y CAGR | 6.7% | — |
| Since launch (CAGR) | 7.6% | 7.2% |
| Expense ratio | 0.37% | 0.27% |
| AUM | ₹4,728 cr | ₹326 cr |
| Risk-o-meter | — | Moderate |
| Benchmark | — | NIFTY Low Duration Debt Index A-I |
| Exit load | Nil | — |
| Portfolio overlap | About 0% by weight, from the latest disclosed holdings | |
Returns are point-to-point for each plan, after its expense ratio; periods over one year are CAGR. Past performance is not indicative of future results.
Open in the compare tool: growth charts, SIP outcomes and shared holdings →Franklin India Low Duration Fund costs less: Axis Treasury Advantage Fund charges 0.37% a year and Franklin India Low Duration Fund 0.27% a year.
Axis Treasury Advantage Fund is larger: Axis Treasury Advantage Fund manages ₹4,728 cr and Franklin India Low Duration Fund ₹326 cr (as of 9 Nov 2026).
About 0% of their portfolios overlap by weight (the smaller weight of each common holding, summed), from the latest disclosed holdings.
We don't give recommendations. Jivani Markets is not a SEBI-registered investment adviser or research analyst. Whether a fund suits you depends on your goals, horizon and risk appetite; speak to a SEBI-registered investment adviser or an AMFI-registered mutual fund distributor before investing.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future results.
Returns are for Direct plans, after expenses (TER is already in the NAV). Research, not advice: we do not say a fund suits you. Disclaimer