Axis Triple Advantage Fund - Growth - Regular Plan

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  • Net Change on 27-01-2020

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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 (₹)

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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 - Regular Plan - Growth Option 1.89 4.08 19.68 10.46 7.12 8.63
Gold-India 0.00 0.00 1.24 3.69 3.10 9.91
Nifty 10 yr Benchmark G-Sec Index 0.21 1.00 N/A N/A N/A 7.82
NIFTY 50 -1.04 4.23 12.42 11.93 6.34 13.59
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 - Regular Plan - Growth Option Aug 23, 2010 19.68 10.46 7.12 2.34 286.36
ICICI Prudential Multi-Asset Fund - Growth Oct 31, 2002 11.57 9.51 7.72 1.91 11,870.95
UTI - Multi Asset Fund - Regular Plan - Growth Option Dec 17, 2008 Unrated 6.49 6.04 3.64 2.38 705.73
SBI MULTI ASSET ALLOCATION FUND - REGULAR PLAN - GROWTH Nov 30, 2005 12.80 7.48 8.19 1.87 253.76
HDFC Multi-Asset Fund -Growth Option Aug 17, 2005 Unrated 12.27 6.76 6.80 2.81 205.51
Essel 3 in 1 Fund-Growth Apr 05, 2011 Unrated 12.71 6.85 6.40 2.44 21.14

Fund Holdings as on 31-December-2019

  • Axis Gold ETF

  • Kotak Mahindra Bank Limited

  • Bajaj Finance Limited

  • HDFC Bank Limited

  • Tata Consultancy Services Limited

  • Housing Development Finance Corporation Limited

  • Reliance Industries Limited

  • ICICI Bank Limited

  • Clearing Corporation of India Ltd

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

  • Larsen & Toubro Limited

  • Avenue Supermarts Limited

  • Infosys Limited

  • Bajaj Finserv Limited

  • Bandhan Bank Limited

  • 8.85% Power Finance Corporation Limited (25/05/2029) **

  • 7.40% Government of India (09/09/2035)

  • PI Industries Limited

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

  • Maruti Suzuki India Limited

  • Bharti Airtel Limited

  • Hindustan Unilever Limited

  • Titan Company Limited

  • Divi's Laboratories Limited

  • Camlin Fine Sciences Limited

  • Asian Paints Limited

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

  • TCNS Clothing Co. Limited

  • UltraTech Cement Limited

  • PVR Limited

  • Endurance Technologies Limited

  • AIA Engineering Limited

  • IPCA Laboratories Limited

  • InterGlobe Aviation Limited

  • ITC Limited

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

  • Aarti Industries Limited

  • WABCO India Limited

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

  • Container Corporation of India Limited

  • Motherson Sumi Systems Limited

  • Net Receivables / (Payables)

  • Varroc Engineering 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)

  • Arti Surfactants Limited **

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  • Bank - Private

  • Miscellaneous

  • IT - Software

  • Finance - NBFC

  • Finance - Housing

  • Refineries

  • Auto Ancillary

  • Pharmaceuticals & Drugs

  • Chemicals

  • Engineering - Construction

  • Retailing

  • Finance - Investment

  • Pesticides & Agrochemicals

  • Automobiles - Passenger Cars

  • Telecommunication - Service Provider

  • Cement & Construction Materials

  • Household & Personal Products

  • Diamond & Jewellery

  • Paints

  • Textile

  • Film Production, Distribution & Entertainment

  • Engineering - Industrial Equipments

  • Airlines

  • Cigarettes/Tobacco

  • Logistics

  • 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 ₹286.36 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 ₹-0.06(-0.25%)yesterday to ₹21.7671.

Among its top 3 holdings the fund has exposure to Axis Gold ETF, and

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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