Axis Triple Advantage Fund - Growth - Direct Plan

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  • Net Change on 13-04-2021

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Fund Overview Growth | Direct 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 (₹)

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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 -1.28 0.13 41.20 12.22 12.03 10.08
Gold-India N/A N/A N/A N/A N/A N/A
Nifty 10 yr Benchmark G-Sec Index 2.16 0.81 7.05 N/A N/A 10.07
NIFTY 50 -3.50 -0.41 61.27 11.43 13.06 13.69
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 41.20 12.22 12.03 0.52 931.41
ICICI Prudential Multi-Asset Fund - Direct Plan - Growth Jan 01, 2013 44.66 9.42 13.88 1.24 11,014.61
HDFC Multi Asset Fund - Growth Option - Direct Plan Jan 01, 2013 44.08 10.37 10.41 1.27 722.79
UTI - Multi Asset Fund- Direct Plan - Growth Option Jan 01, 2013 Unrated 31.19 6.73 8.87 1.24 686.81
SBI MULTI ASSET ALLOCATION FUND - DIRECT PLAN - GROWTH Mar 15, 2013 20.55 8.81 9.48 1.13 334.87
Quant Multi Asset Fund-GROWTH OPTION-Direct Plan Jan 07, 2013 70.61 18.77 13.60 2.38 19.35

Fund Holdings as on 31-March-2021

  • Axis Gold ETF

  • Clearing Corporation of India Ltd

  • HDFC Bank Limited

  • Infosys Limited

  • Tata Consultancy Services Limited

  • ICICI Bank Limited

  • Bajaj Finance Limited

  • Kotak Mahindra Bank Limited

  • Reliance Industries Limited

  • Housing Development Finance Corporation Limited

  • Avenue Supermarts Limited

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

  • Divi's Laboratories Limited

  • Bajaj Finserv Limited

  • PI Industries Limited

  • Maruti Suzuki India Limited

  • Larsen & Toubro Limited

  • Motherson Sumi Systems Limited

  • Hindustan Unilever Limited

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

  • Gland Pharma Limited

  • Cipla Limited

  • Cholamandalam Investment and Finance Company Limited

  • Endurance Technologies Limited

  • Bharti Airtel Limited

  • Shree Cement Limited

  • 91 Days Tbill (MD 03/06/2021)

  • UltraTech Cement Limited

  • MTAR Technologies Limited

  • HDFC Life Insurance Company Limited

  • Indiamart Intermesh Limited

  • Nestle India Limited

  • Tata Steel Limited

  • City Union Bank Limited

  • L&T Technology Services Limited

  • The Indian Hotels Company Limited

  • Camlin Fine Sciences Limited

  • Sumitomo Chemical India Limited

  • Indian Railway Catering And Tourism Corporation Limited

  • EPL Limited

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

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

  • State Bank of India

  • 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)

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

  • Navin Fluorine International Limited

  • Privi Speciality Chemicals Limited

  • Sudarshan Chemical Industries Limited

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

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

  • Honeywell Automation India 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)

  • Net Receivables / (Payables)

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  • Bank - Private

  • Miscellaneous

  • IT - Software

  • Finance - NBFC

  • Pharmaceuticals & Drugs

  • Refineries

  • Finance - Housing

  • Retailing

  • Auto Ancillary

  • Pesticides & Agrochemicals

  • Finance - Investment

  • Cement & Construction Materials

  • Automobiles - Passenger Cars

  • Engineering - Construction

  • Engineering

  • Chemicals

  • Household & Personal Products

  • Telecommunication - Service Provider

  • Insurance

  • e-Commerce

  • Consumer Food

  • Steel & Iron Products

  • Hotel, Resort & Restaurants

  • Travel Services

  • Plastic Products

  • Dyes & Pigments

  • Consumer Durables - Electronics

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Fund Manager

  • BWR AA

  • Cash

  • CRISIL AA

  • CRISIL AAA

  • Deposits

  • Derivatives

  • Equity

  • MFU

  • Rights

  • Sovereign

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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 01-Jan-2013 and currently has an AUM of ₹931.41 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 ₹0.25(0.89%)yesterday to ₹28.1232.

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