Axis Triple Advantage Fund - Growth - Regular Plan

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  • Net Change on 19-07-2019

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Fund Overview Growth | Regular Plan

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  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

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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 -0.61 2.38 3.91 6.16 7.09 7.86
Crisil 10 Yr Gilt Index N/A N/A N/A N/A N/A N/A
Gold-India 0.00 4.08 9.94 1.72 3.01 10.37
NIFTY 50 -2.33 -2.84 4.22 10.22 8.29 13.62
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 Unrated 3.91 6.16 7.09 2.40 274.62
ICICI Prudential Multi-Asset Fund - Growth Oct 31, 2002 8.90 10.73 9.45 1.92 11,444.15
UTI - Multi Asset Fund - Regular Plan - Growth Option Dec 17, 2008 Unrated 1.48 4.58 4.45 2.41 779.35
SBI MULTI ASSET ALLOCATION FUND - REGULAR PLAN - GROWTH Nov 30, 2005 Unrated 6.83 6.44 8.48 1.81 264.39
Quant Multi Asset Fund-GROWTH OPTION Mar 20, 2001 8.76 5.56 6.85 2.48 0.09

Fund Holdings as on 30-June-2019

  • Axis Gold ETF

  • HDFC Bank Limited

  • Bajaj Finance Limited

  • Tata Consultancy Services Limited

  • Kotak Mahindra Bank Limited

  • Clearing Corporation of India Ltd

  • Housing Development Finance Corporation Limited

  • 8.06% State Government Securities (27/03/2029)

  • ICICI Bank Limited

  • Divi's Laboratories Limited

  • Container Corporation of India Limited

  • Infosys Limited

  • Bajaj Finserv Limited

  • Titan Company Limited

  • Gruh Finance Limited

  • Larsen & Toubro Limited

  • 7.32% Government of India (28/01/2024)

  • TCNS Clothing Co. Limited

  • 7.10% Power Finance Corporation Limited (08/08/2022) **

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

  • Avenue Supermarts Limited

  • Asian Paints Limited

  • PI Industries Limited

  • Hindustan Unilever Limited

  • Info Edge (India) Limited

  • Maruti Suzuki India Limited

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

  • Endurance Technologies Limited

  • Reliance Industries Limited

  • Bandhan Bank Limited

  • Net Receivables / (Payables)

  • Aarti Industries Limited

  • Cummins India Limited

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

  • Motherson Sumi Systems Limited

  • Camlin Fine Sciences Limited

  • WABCO India Limited

  • Pidilite Industries Limited

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

  • UltraTech Cement Limited

  • Varroc Engineering Limited

  • Blue Dart Express Limited

  • Torrent Power Limited

  • 8.57% REC Limited (21/12/2024) **

  • 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)

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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 ₹274.62 crore. Axis Triple Advantage Fund is benchmarked against Crisil 10 Yr Gilt Index as primary index and Gold-India 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 ₹-0.2(-1.03%)yesterday to ₹19.62.

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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