Axis Triple Advantage Fund - Growth - Regular Plan

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  • Net Change on 20-09-2019

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Fund Overview Growth | Regular Plan

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  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

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  • 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 - Growth Option -1.07 -2.12 2.77 4.83 6.27 7.53
Crisil 10 Yr Gilt Index N/A N/A N/A N/A N/A N/A
Gold-India 0.00 0.00 5.61 1.78 4.15 10.22
NIFTY 50 2.33 -4.71 0.35 8.71 6.77 13.49
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 2.77 4.83 6.27 2.34 262.99
ICICI Prudential Multi-Asset Fund - Growth Oct 31, 2002 -1.69 7.31 7.31 1.90 10,941.67
UTI - Multi Asset Fund - Regular Plan - Growth Option Dec 17, 2008 Unrated -3.53 3.27 3.22 2.44 729.92
SBI MULTI ASSET ALLOCATION FUND - REGULAR PLAN - GROWTH Nov 30, 2005 Unrated 6.46 5.69 7.96 1.82 258.34
HDFC Multi-Asset Fund -Growth Option Aug 17, 2005 Unrated -1.84 3.68 5.43 2.83 177.52
Essel 3 in 1 Fund-Growth Apr 05, 2011 Unrated 1.27 3.18 5.20 2.44 19.99

Fund Holdings as on 31-August-2019

  • Axis Gold ETF

  • HDFC Bank Limited

  • Bajaj Finance Limited

  • Tata Consultancy Services Limited

  • Kotak Mahindra Bank Limited

  • Housing Development Finance Corporation Limited

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

  • ICICI Bank Limited

  • Divi's Laboratories Limited

  • Infosys Limited

  • Container Corporation of India Limited

  • Avenue Supermarts Limited

  • Gruh Finance Limited

  • 7.27% Government of India (08/04/2026)

  • Asian Paints Limited

  • Reliance Industries Limited

  • Bajaj Finserv Limited

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

  • Titan Company Limited

  • Larsen & Toubro Limited

  • Hindustan Unilever Limited

  • TCNS Clothing Co. Limited

  • PI Industries Limited

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

  • Maruti Suzuki India Limited

  • Info Edge (India) Limited

  • Pidilite Industries Limited

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

  • Bandhan Bank Limited

  • Clearing Corporation of India Ltd

  • IPCA Laboratories Limited

  • Endurance Technologies Limited

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

  • Aarti Industries Limited

  • Camlin Fine Sciences Limited

  • WABCO India Limited

  • Net Receivables / (Payables)

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

  • Cummins India Limited

  • Motherson Sumi Systems Limited

  • Varroc Engineering Limited

  • UltraTech Cement 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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  • Pharmaceuticals & Drugs

  • Auto Ancillary

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  • Retailing

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  • Automobiles - Passenger Cars

  • BPO/ITeS

  • Cement & Construction Materials

  • 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 ₹262.99 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 up ₹0.83(4.29%)yesterday to ₹20.16.

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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