Axis Triple Advantage Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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  • 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 - Regular Plan - Growth Option 1.40 6.81 23.32 12.46 11.61 9.55
Gold-India N/A N/A N/A N/A N/A N/A
Nifty 10 yr Benchmark G-Sec Index -0.42 -1.33 3.51 N/A N/A 9.52
NIFTY 50 0.09 12.67 32.56 12.97 14.80 13.85
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 23.32 12.46 11.61 2.28 758.34
ICICI Prudential Multi-Asset Fund - Growth Oct 31, 2002 31.74 9.60 15.01 1.83 10,506.61
UTI - Multi Asset Fund - Regular Plan - Growth Option Dec 17, 2008 Unrated 16.38 6.51 9.10 1.97 674.72
HDFC Multi-Asset Fund -Growth Option Aug 17, 2005 24.09 9.87 10.23 2.76 511.63
SBI MULTI ASSET ALLOCATION FUND - REGULAR PLAN - GROWTH Nov 30, 2005 16.42 9.16 9.38 1.83 293.15
Essel 3 in 1 Fund-Growth Apr 05, 2011 Unrated 19.06 9.51 8.53 2.19 15.35

Fund Holdings as on 31-January-2021

  • Axis Gold ETF

  • Clearing Corporation of India Ltd

  • Infosys Limited

  • HDFC Bank Limited

  • Bajaj Finance Limited

  • Tata Consultancy Services Limited

  • Kotak Mahindra Bank Limited

  • Reliance Industries Limited

  • 7.39% LIC Housing Finance Limited (30/08/2022)

  • ICICI Bank Limited

  • Avenue Supermarts Limited

  • Housing Development Finance Corporation Limited

  • Bajaj Finserv Limited

  • Maruti Suzuki India Limited

  • Net Receivables / (Payables)

  • 6.79% Government of India (15/05/2027)

  • Hindustan Unilever Limited

  • 6.19% Government of India (16/09/2034)

  • PI Industries Limited

  • Bharti Airtel Limited

  • Gland Pharma Limited

  • 182 Days Tbill (MD 11/02/2021)

  • Motherson Sumi Systems Limited

  • HDFC Life Insurance Company Limited

  • Endurance Technologies Limited

  • City Union Bank Limited

  • Nestle India Limited

  • The Indian Hotels Company Limited

  • Divi's Laboratories Limited

  • UltraTech Cement Limited

  • Larsen & Toubro Limited

  • Castrol India Limited

  • Hindalco Industries Limited

  • EPL Limited

  • Cipla Limited

  • Tata Steel Limited

  • 3.5% Axis Bank Limited (29/04/2021)

  • Camlin Fine Sciences Limited

  • Shree Cement Limited

  • L&T Technology Services Limited

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

  • Astral Poly Technik Limited

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

  • 8.28% Oriental Nagpur Betul Highway Limited (30/03/2022) **

  • 9.04% IndInfravit Trust (09/03/2038) **

  • 5.77% Government of India (03/08/2030)

  • Sumitomo Chemical India Limited

  • AIA Engineering Limited

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

  • Sudarshan Chemical Industries Limited

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

  • Privi Speciality Chemicals Limited

  • Navin Fluorine International Limited

  • 8.57% REC Limited (21/12/2024) **

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

  • Reliance Industries Limited - Partly Paid Shares

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

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

  • Nifty 50 Index

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  • IT - Software

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  • Refineries

  • Pharmaceuticals & Drugs

  • Retailing

  • Finance - Housing

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  • Auto Ancillary

  • Automobiles - Passenger Cars

  • Pesticides & Agrochemicals

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  • Cement & Construction Materials

  • Plastic Products

  • Telecommunication - Service Provider

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  • Hotel, Resort & Restaurants

  • Consumer Food

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Fund Manager

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About Axis Triple Advantage Fund

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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 ₹758.34 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 ₹-0.19(-0.74%)yesterday to ₹25.9634.

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