Axis Triple Advantage Fund - Growth - Direct Plan

  • Previous Nav

  • Net Change on 20-02-2020

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

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 (₹)

  • 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 - Direct Plan - Growth Option 2.63 5.44 23.43 11.86 8.86 9.34
Gold-India 0.00 0.00 -2.82 3.50 3.99 9.85
Nifty 10 yr Benchmark G-Sec Index 2.21 2.14 N/A N/A N/A 9.55
NIFTY 50 -1.18 0.68 12.53 10.81 6.46 13.55
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 23.43 11.86 8.86 1.03 303.10
ICICI Prudential Multi-Asset Fund - Direct Plan - Growth Jan 01, 2013 10.72 7.62 7.88 1.22 11,902.49
UTI - Multi Asset Fund- Direct Plan - Growth Option Jan 01, 2013 Unrated 9.38 6.13 4.77 1.70 700.13
SBI MULTI ASSET ALLOCATION FUND - DIRECT PLAN - GROWTH Mar 15, 2013 14.32 8.31 9.15 1.20 253.26
HDFC Multi Asset Fund - Growth Option - Direct Plan Jan 01, 2013 Unrated 15.88 7.38 7.62 1.71 221.26
Essel 3 in 1 Fund-Direct Plan-Growth Option Jan 01, 2013 Unrated 15.52 8.13 8.00 1.05 20.94

Fund Holdings as on 31-January-2020

  • Axis Gold ETF

  • Kotak Mahindra Bank Limited

  • Housing Development Finance Corporation Limited

  • Bajaj Finance Limited

  • Clearing Corporation of India Ltd

  • HDFC Bank Limited

  • ICICI Bank Limited

  • Tata Consultancy Services Limited

  • Reliance Industries Limited

  • Avenue Supermarts Limited

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

  • Larsen & Toubro Limited

  • Infosys Limited

  • Bajaj Finserv Limited

  • PI Industries Limited

  • Maruti Suzuki India Limited

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

  • Bandhan Bank Limited

  • 7.40% Government of India (09/09/2035)

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

  • Bharti Airtel Limited

  • Hindustan Unilever Limited

  • ITC Limited

  • Castrol India Limited

  • Titan Company Limited

  • InterGlobe Aviation Limited

  • Asian Paints Limited

  • UltraTech Cement Limited

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

  • AIA Engineering Limited

  • Camlin Fine Sciences Limited

  • PVR Limited

  • IPCA Laboratories Limited

  • TCNS Clothing Co. Limited

  • Endurance Technologies Limited

  • Aarti Industries Limited

  • Eicher Motors Limited

  • Container Corporation of India Limited

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

  • WABCO India Limited

  • Net Receivables / (Payables)

  • 9.1% Union Bank of India (31/03/2022) **

  • Tata Steel Limited

  • Motherson Sumi Systems Limited

  • Varroc Engineering Limited

  • JK Lakshmi Cement Limited

  • The Ramco Cements Limited

  • 8.57% REC Limited (21/12/2024) **

  • 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 **

  • Sumitomo Chemical India Limited

View More
  • Bank - Private

  • Miscellaneous

  • IT - Software

  • Finance - Housing

  • Finance - NBFC

  • Auto Ancillary

  • Refineries

  • Retailing

  • Chemicals

  • Engineering - Construction

  • Cement & Construction Materials

  • Finance - Investment

  • Pesticides & Agrochemicals

  • Automobiles - Passenger Cars

  • Telecommunication - Service Provider

  • Household & Personal Products

  • Cigarettes/Tobacco

  • Lubricants

  • Diamond & Jewellery

  • Airlines

  • Paints

  • Engineering - Industrial Equipments

  • Film Production, Distribution & Entertainment

  • Pharmaceuticals & Drugs

  • Textile

  • Automobile Two & Three Wheelers

  • Logistics

  • Steel & Iron Products

  • Unspecified

View More

About Axis Triple Advantage Fund

NULL

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 ₹303.10 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(0.01%)yesterday to ₹24.0048.

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

Fund Manager

  • BWR AA

  • Cash

  • CRISIL AA

  • CRISIL AAA

  • Equity

  • IND A

  • MFU

  • Sovereign

View More