Axis Triple Advantage Fund - Growth - Regular Plan

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  • Net Change on 18-11-2019

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The Scheme seeks to generate long term capital appreciation by investing in a diversified portfolio of equity and equity related instruments, fixed income instruments & gold Exchange Traded Funds.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Axis Triple Advantage Fund - Growth Option 2.88 8.43 17.34 9.36 7.92 8.48
Gold-India 0.00 0.00 5.38 3.20 4.87 10.08
Nifty 10 yr Benchmark G-Sec Index 0.65 0.69 N/A N/A N/A 9.70
NIFTY 50 1.91 7.57 11.26 13.75 7.12 13.61
NIFTY Composite Debt Index N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Axis Triple Advantage Fund - Growth Option Aug 23, 2010 17.34 9.36 7.92 2.34 279.09
ICICI Prudential Multi-Asset Fund - Growth Oct 31, 2002 5.47 10.08 7.75 1.91 11,534.04
UTI - Multi Asset Fund - Regular Plan - Growth Option Dec 17, 2008 Unrated 4.21 6.18 4.20 2.52 731.43
SBI MULTI ASSET ALLOCATION FUND - REGULAR PLAN - GROWTH Nov 30, 2005 11.72 7.20 8.08 1.80 261.23
HDFC Multi-Asset Fund -Growth Option Aug 17, 2005 8.10 5.59 6.37 2.81 193.65
Essel 3 in 1 Fund-Growth Apr 05, 2011 Unrated 8.59 5.82 6.33 2.44 20.68

Fund Holdings as on 31-October-2019

  • Axis Gold ETF

  • HDFC Bank Limited

  • Bajaj Finance Limited

  • Kotak Mahindra Bank Limited

  • Tata Consultancy Services Limited

  • Housing Development Finance Corporation Limited

  • 7.24% LIC Housing Finance Limited (23/08/2021) **

  • ICICI Bank Limited

  • Net Receivables / (Payables)

  • Divi's Laboratories Limited

  • Bandhan Bank Limited

  • Avenue Supermarts Limited

  • Reliance Industries Limited

  • Asian Paints Limited

  • Infosys Limited

  • Titan Company Limited

  • Bajaj Finserv Limited

  • Larsen & Toubro Limited

  • Maruti Suzuki India Limited

  • PI Industries Limited

  • 8.95% Punjab National Bank (03/03/2022) **

  • Hindustan Unilever Limited

  • TCNS Clothing Co. Limited

  • Info Edge (India) Limited

  • 9.39% Power Finance Corporation Limited (27/08/2024) **

  • UltraTech Cement Limited

  • Pidilite Industries Limited

  • Endurance Technologies Limited

  • Clearing Corporation of India Ltd

  • 8.50% National Bank For Agriculture and Rural Development (31/01/2023)

  • Camlin Fine Sciences Limited

  • Aarti Industries Limited

  • IPCA Laboratories Limited

  • 9.41% India Infrastructure Fin Co Ltd (27/07/2037) **

  • Motherson Sumi Systems Limited

  • Container Corporation of India Limited

  • WABCO India Limited

  • 9.10% Union Bank of India (31/03/2022) **

  • Cummins India Limited

  • Varroc Engineering Limited

  • Blue Dart Express Limited

  • 8.57% REC Limited (21/12/2024) **

  • Torrent Power Limited

  • JK Lakshmi Cement Limited

  • 9.60% Hindalco Industries Limited (02/08/2022) **

  • 8.35% Government of India (14/05/2022)

  • 8.12% Government of India (10/12/2020)

  • Arti Surfactants Limited ** #

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  • Bank - Private

  • Miscellaneous

  • IT - Software

  • Finance - NBFC

  • Pharmaceuticals & Drugs

  • Finance - Housing

  • Auto Ancillary

  • Chemicals

  • Retailing

  • Refineries

  • Paints

  • Diamond & Jewellery

  • Finance - Investment

  • Engineering - Construction

  • Automobiles - Passenger Cars

  • Pesticides & Agrochemicals

  • Household & Personal Products

  • Textile

  • BPO/ITeS

  • Cement & Construction Materials

  • Logistics

  • Diesel Engines

  • Courier Services

  • Power Generation/Distribution

  • Unspecified

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About Axis Triple Advantage Fund

Scheme Analysis

Axis Triple Advantage Fund is a Hybrid - Multi Asset Allocation fund and belongs to Axis Mutual Fund. It was launched on 23-Aug-2010 and currently has an AUM of ₹279.09 crore. Axis Triple Advantage Fund is benchmarked against Gold-India as primary index and Nifty 10 yr Benchmark G-Sec Index as primary index and NIFTY 50 as primary index and NIFTY Composite Debt Index as secondary index.

The NAV of Axis Triple Advantage Fund ended down ₹-0.01(-0.03%)yesterday to ₹21.19.

Among its top 3 holdings the fund has exposure to Axis Gold ETF, HDFC Bank Limited and Bajaj Finance Limited

The Axis Triple Advantage Fund is managed by R. Sivakumar and Ashish Naik.

Fund House Contact

Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai - 400 025

022-43255161
022-43255199
www.axismf.com

Fund Manager

  • BWR AA

  • Cash

  • CRISIL AA

  • CRISIL AAA

  • Equity

  • IND A

  • MFU

  • Sovereign

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