Axis Triple Advantage Fund - Growth - Direct Plan

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  • Net Change on 23-10-2020

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Fund Overview Growth | Direct 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 - Direct Plan - Growth Option 4.40 6.63 7.71 8.35 8.97 8.60
Gold-India N/A N/A N/A N/A N/A N/A
Nifty 10 yr Benchmark G-Sec Index 1.20 0.36 8.54 N/A N/A 11.52
NIFTY 50 6.66 6.86 2.66 5.43 7.58 13.17
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 - Direct Plan - Growth Option Jan 01, 2013 7.71 8.35 8.97 0.79 446.78
ICICI Prudential Multi-Asset Fund - Direct Plan - Growth Jan 01, 2013 -1.56 2.56 7.95 1.14 10,160.61
UTI - Multi Asset Fund- Direct Plan - Growth Option Jan 01, 2013 Unrated 8.95 4.98 6.39 1.74 662.97
HDFC Multi Asset Fund - Growth Option - Direct Plan Jan 01, 2013 13.19 6.95 8.11 1.57 315.02
SBI MULTI ASSET ALLOCATION FUND - DIRECT PLAN - GROWTH Mar 15, 2013 8.04 7.49 8.68 1.21 262.20
Essel 3 in 1 Fund-Direct Plan-Growth Option Jan 01, 2013 Unrated 5.73 5.61 6.90 0.34 15.28

Fund Holdings as on 30-September-2020

  • Axis Gold ETF

  • Reliance Industries Limited

  • HDFC Bank Limited

  • Tata Consultancy Services Limited

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

  • Infosys Limited

  • Net Receivables / (Payables)

  • Kotak Mahindra Bank Limited

  • Bajaj Finance Limited

  • Housing Development Finance Corporation Limited

  • Avenue Supermarts Limited

  • ICICI Bank Limited

  • Hindustan Unilever Limited

  • Bajaj Finserv Limited

  • Maruti Suzuki India Limited

  • Bharti Airtel Limited

  • Nestle India Limited

  • Tech Mahindra Limited

  • Endurance Technologies Limited

  • PI Industries Limited

  • Motherson Sumi Systems Limited

  • Divi's Laboratories Limited

  • Essel Propack Limited

  • Dr. Reddy's Laboratories Limited

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

  • HDFC Life Insurance Company Limited

  • Asian Paints Limited

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

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

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

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

  • City Union Bank Limited

  • Camlin Fine Sciences Limited

  • Shree Cement Limited

  • Titan Company Limited

  • Larsen & Toubro Limited

  • Godrej Properties Limited

  • Castrol India Limited

  • Sumitomo Chemical India Limited

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

  • AIA Engineering Limited

  • Astral Poly Technik Limited

  • Sudarshan Chemical Industries Limited

  • Bharti Infratel Limited

  • Clearing Corporation of India Ltd

  • Ambuja Cements Limited

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

  • 8.57 REC Limited (21/12/2024) **

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

  • Fairchem Speciality Limited

  • Happiest Minds Technologies Limited

  • Reliance Industries Limited

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

  • JK Lakshmi Cement Limited

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

  • 8.12 Government of India (10/12/2020)

  • Nifty 50 Index

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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 01-Jan-2013 and currently has an AUM of ₹446.78 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 ₹0.05(0.22%)yesterday to ₹24.2172.

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