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Axis Triple Advantage Fund

Axis Triple Advantage Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

10.45

as on 23 Jun 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 13,486 today.

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NAV Performance

Axis Triple Advantage Fund performance graph for last 3 years
Performance of Axis Triple Advantage Fund for last 3 Years

Fund Information

  • ₹ 26.802

    as on 23 Jun 2022
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 1,656 Cr.

    as on 31 Dec 2021
  • 2.07%

  • 23 Aug 2010

  • Hybrid - Multi Asset Allocation

  • Nifty 50

  • Axis Mutual Fund

    Show All Funds

Highlights of this fund

Axis Triple Advantage Fund is an Open-ended Hybrid Fund. The fund belongs to Multi Asset Allocation category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 23 Aug 2010. This fund is offered by one of the top AMC (Assets Management Company) Axis Mutual Fund. You can also view here all other Hybrid funds offered by Axis Mutual Fund.

Latest NAV of the fund is ₹ 26.802 as on 23 Jun 2022.

This fund has 11 years of track record. Since 31 Oct 2021 expense ratio of this fund is 2.07%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 1,000. Lumpsum invest is offered with minimum investment of ₹ 5,000.

Fund Objective

To generate long term capital appreciation by investing in a diversified portfolio of equity and equity related instruments, fixed income instruments and Gold exchange Traded Funds.

List of Fund Managers of Axis Triple Advantage Fund

  • About R. Sivakumar

    Picture of R. Sivakumar
  • About Ashish Naik

    Picture of Ashish NaikAshish Naik is an Equity Fund Manager at Axis AMC. He joined Axis AMC as an Equity Research Analyst in 2009, and later in June 2016 he was elevated to the post of a Fund Manager. Prior to this, Ashish was associated with Goldman Sachs India Securities as a Business Analyst.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Moderately High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best -1.60% -3.75% 1.43% 13.59% 40.73% 25.01% 15.90% 14.86% 2.69% 21.32% 26.90% 21.64% 14.65%
Category Average -3.40% -6.67% -6.14% 2.00% 19.09% 12.36% 9.35% 9.80% -8.13% 8.27% 12.54% 11.04% 9.86%
Axis Triple Advantage Fund -2.96%₹ 9,703 -10.31%₹ 8,969 -12.75%₹ 8,725 -2.99%₹ 9,700 -17.10%₹ 10,861 15.14%₹ 13,256 2.16%₹ 24,542 10.45%₹ 13,486 8.21%₹ 40,749 9.21%₹ 15,535 9.33%₹ 75,894 8.87%₹ 23,406 8.96%₹ 1,90,667
Quant Multi Asset Fund -6.64%₹ 9,335 -6.70%₹ 9,330 -6.44%₹ 9,355 4.03%₹ 10,403 -6.56%₹ 11,571 40.73%₹ 19,806 21.32%₹ 29,524 25.01%₹ 19,570 26.90%₹ 53,077 15.90%₹ 20,920 21.64%₹ 1,02,696 11.95%₹ 30,959 14.65%₹ 2,58,171
ICICI Prudential MultI-Asset Fund -3.56%₹ 9,644 -4.41%₹ 9,559 1.43%₹ 10,142 13.59%₹ 11,358 2.69%₹ 12,174 26.61%₹ 16,030 19.74%₹ 29,098 15.05%₹ 15,247 20.39%₹ 48,527 12.06%₹ 17,679 15.10%₹ 87,548 14.86%₹ 40,020 14.00%₹ 2,49,334
HDFC MultI-Asset Fund -1.60%₹ 9,839 -3.75%₹ 9,624 -4.63%₹ 9,537 3.18%₹ 10,317 -5.12%₹ 11,666 18.23%₹ 13,977 7.73%₹ 25,954 12.01%₹ 14,065 12.31%₹ 43,264 8.87%₹ 15,296 10.69%₹ 78,505 9.64%₹ 25,114 9.64%₹ 1,97,680
SBI Multi Asset Allocation Fund -2.50%₹ 9,750 -4.82%₹ 9,518 -4.40%₹ 9,560 0.44%₹ 10,044 -6.44%₹ 11,579 9.54%₹ 11,999 3.80%₹ 24,953 9.45%₹ 13,119 7.37%₹ 40,242 7.62%₹ 14,440 7.99%₹ 73,385 9.40%₹ 24,583 8.63%₹ 1,87,376
Essel 3 In 1 Fund -2.99%₹ 9,701 -8.43%₹ 9,156 -9.49%₹ 9,050 -0.75%₹ 9,925 -12.51%₹ 11,173 14.20%₹ 13,042 3.49%₹ 24,876 8.48%₹ 12,775 7.96%₹ 40,596 6.79%₹ 13,893 7.71%₹ 72,885 7.24%₹ 20,133 7.30%₹ 1,74,713

Portfolio Holdings

Portfolio holdings pattern of Axis Triple Advantage Fund as on 25 Jun 2022 are listed below:

  • Equity Holdings:

    74.89%
  • Debt Holdings:

    7.58%
  • Others Holdings:

    17.53%

Top Sector Holdings of Axis Triple Advantage Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 12.48% ₹ 213.66 Cr.
Computers - Software 11.36% ₹ 187.56 Cr.
NBFC 8.20% ₹ 135.21 Cr.
Auto ancillaries 7.15% ₹ 118.23 Cr.
Retailing 4.17% ₹ 80.19 Cr.
Others 56.64% -

Top Stock Holdings of Axis Triple Advantage Fund

Name of StocksHolding PercentageHolding Values in Crore
Infosys Ltd. 5.92% ₹ 97.74 Cr.
Tata Consultancy Services Ltd. 5.44% ₹ 89.82 Cr.
ICICI Bank Ltd. 5.37% ₹ 88.66 Cr.
Bajaj Finance Ltd. 5.08% ₹ 83.73 Cr.
Avenue Supermarts Ltd. 4.17% ₹ 68.78 Cr.
Others 74.02% -

Top Debt Instrument Type holdings of Axis Triple Advantage Fund

Instrument TypeHolding PercentageHolding Values in Crore
NCD & Bonds 4.52% ₹ 74.49 Cr.
GOI 3.06% ₹ 50.40 Cr.
Others 92.42% -

Top Debt Holdings of Axis Triple Advantage Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - Govt of India 3.06% ₹ 50.40 Cr.
Bond - LIC Housing Finance Ltd. 1.54% ₹ 25.40 Cr.
Bond - Food Corporation of India Ltd. 1.52% ₹ 25.05 Cr.
Bond - Power Finance Corporation Ltd. 0.57% ₹ 9.36 Cr.
Bond - Punjab National Bank 0.31% ₹ 5.04 Cr.
Others 93.00%

Other Holdings

Holding TypeHolding Percentage
MF Units 10.48%
TREPS 6.84%
FD 0.30%
Interest Rate Swaps 0.00%
Net Receivables -0.09%