Axis Triple Advantage Fund - Growth - Regular Plan

  • Previous Nav

  • Net Change on 27-11-2020

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

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 - Regular Plan - Growth Option 7.75 9.70 13.52 10.00 10.22 8.93
Gold-India N/A N/A N/A N/A N/A N/A
Nifty 10 yr Benchmark G-Sec Index 0.02 3.30 8.29 N/A N/A 11.28
NIFTY 50 9.08 12.20 7.18 7.63 10.29 13.45
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 13.52 10.00 10.22 2.33 494.20
ICICI Prudential Multi-Asset Fund - Growth Oct 31, 2002 2.65 2.54 8.96 1.75 9,986.54
UTI - Multi Asset Fund - Regular Plan - Growth Option Dec 17, 2008 Unrated 8.89 4.29 7.02 2.47 665.82
HDFC Multi-Asset Fund -Growth Option Aug 17, 2005 14.02 6.67 8.02 2.77 345.85
SBI MULTI ASSET ALLOCATION FUND - REGULAR PLAN - GROWTH Nov 30, 2005 9.99 7.26 8.20 1.86 268.46
Essel 3 in 1 Fund-Growth Apr 05, 2011 Unrated 8.30 6.62 7.14 2.19 15.22

Fund Holdings as on 31-October-2020

  • Axis Gold ETF

  • Clearing Corporation of India Ltd

  • Kotak Mahindra Bank Limited

  • Reliance Industries Limited

  • HDFC Bank Limited

  • Tata Consultancy Services Limited

  • Infosys Limited

  • Housing Development Finance Corporation Limited

  • Net Receivables / (Payables)

  • Bajaj Finance Limited

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

  • Avenue Supermarts Limited

  • ICICI Bank Limited

  • Hindustan Unilever Limited

  • Bajaj Finserv Limited

  • Maruti Suzuki India Limited

  • Nestle India Limited

  • Bharti Airtel Limited

  • HDFC Life Insurance Company Limited

  • PI Industries Limited

  • Divi's Laboratories Limited

  • Endurance Technologies Limited

  • EPL Limited

  • Motherson Sumi Systems Limited

  • 5.25% Axis Bank Limited (02/11/2020)

  • Dr. Reddy's Laboratories Limited

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

  • Shree Cement Limited

  • Godrej Properties Limited

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

  • 6.80% Government of India (15/12/2060)

  • City Union Bank Limited

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

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

  • Larsen & Toubro Limited

  • Titan Company Limited

  • Camlin Fine Sciences Limited

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

  • Sumitomo Chemical India Limited

  • AIA Engineering Limited

  • Astral Poly Technik Limited

  • Castrol India Limited

  • Tech Mahindra Limited

  • Sudarshan Chemical Industries Limited

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

  • Asian Paints Limited

  • UltraTech Cement Limited

  • 8.57% REC Limited (21/12/2024) **

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

  • Privi Speciality Chemicals Limited

  • Reliance Industries 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)

  • Nifty 50 Index

View More
  • Bank - Private

  • Miscellaneous

  • IT - Software

  • Refineries

  • Finance - Housing

  • Finance - NBFC

  • Retailing

  • Household & Personal Products

  • Auto Ancillary

  • Pharmaceuticals & Drugs

  • Finance - Investment

  • Pesticides & Agrochemicals

  • Automobiles - Passenger Cars

  • Plastic Products

  • Consumer Food

  • Telecommunication - Service Provider

  • Cement & Construction Materials

  • Insurance

  • Construction - Real Estate

  • Chemicals

  • Engineering - Construction

  • Diamond & Jewellery

  • Engineering - Industrial Equipments

  • Lubricants

  • Dyes & Pigments

  • Paints

View More

Fund Manager

  • BWR AA

  • Cash

  • CRISIL AA

  • CRISIL AAA

  • Deposits

  • Derivatives

  • Equity

  • MFU

  • Rights

  • Sovereign

View More

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 ₹494.20 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 up ₹0.03(0.13%)yesterday to ₹24.0745.

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