MyWealthGrowth.com logo
HomeMutual Funds

Axis Triple Advantage Fund

Axis Triple Advantage Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

13.80

as on 10 Jun 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 14,754 today.

Invest Now

NAV Performance

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

Fund Information

  • ₹ 27.634

    as on 10 Jun 2021
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 692 Cr.

    as on 10 Jun 2021
  • 2.28%

    since 31 Dec 2020
  • 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 ₹ 27.634 as on 10 Jun 2021.

This fund has 10 years of track record. Since 31 Dec 2020 expense ratio of this fund is 2.28%. 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 4.82% 28.85% 33.41% 96.37% 35.06% 25.65% 16.79% 13.11% 85.68% 53.17% 37.95% 24.30% 15.31%
Category Average 4.09% 8.79% 15.85% 43.76% 17.93% 13.33% 11.48% 10.29% 39.74% 27.42% 20.41% 14.24% 11.37%
Axis Triple Advantage Fund 4.47%₹ 10,446 6.06%₹ 10,605 12.12%₹ 11,212 41.05%₹ 14,105 35.42%₹ 14,185 18.01%₹ 13,932 25.57%₹ 30,676 13.80%₹ 14,754 20.36%₹ 48,515 11.67%₹ 17,368 14.87%₹ 87,054 10.22%₹ 26,483 11.29%₹ 2,15,747
Quant Multi Asset Fund 3.42%₹ 10,341 28.85%₹ 12,885 33.41%₹ 13,341 96.37%₹ 19,636 85.68%₹ 17,026 35.06%₹ 18,286 53.17%₹ 38,549 25.65%₹ 19,862 37.95%₹ 61,429 16.79%₹ 21,735 24.30%₹ 1,09,528 11.97%₹ 31,017 15.31%₹ 2,67,526
ICICI Prudential MultI-Asset Fund 4.35%₹ 10,434 7.86%₹ 10,785 22.91%₹ 12,291 45.93%₹ 14,593 52.43%₹ 15,173 16.52%₹ 13,583 31.26%₹ 32,240 12.80%₹ 14,365 21.73%₹ 49,448 14.57%₹ 19,749 15.29%₹ 87,958 13.11%₹ 34,316 14.43%₹ 2,55,135
HDFC MultI-Asset Fund 4.24%₹ 10,424 6.50%₹ 10,650 13.95%₹ 11,395 39.90%₹ 13,989 32.32%₹ 14,001 16.34%₹ 13,540 25.23%₹ 30,582 12.01%₹ 14,066 19.01%₹ 47,609 10.62%₹ 16,571 13.26%₹ 83,664 10.18%₹ 26,387 10.92%₹ 2,11,579
SBI Multi Asset Allocation Fund 4.30%₹ 10,430 7.65%₹ 10,764 9.99%₹ 10,998 23.44%₹ 12,344 23.95%₹ 13,498 15.27%₹ 13,291 18.70%₹ 28,823 11.13%₹ 13,737 15.51%₹ 45,309 9.72%₹ 15,906 11.66%₹ 80,422 10.19%₹ 26,420 10.61%₹ 2,08,105
Essel 3 In 1 Fund 4.82%₹ 10,482 4.91%₹ 10,491 11.55%₹ 11,155 34.88%₹ 13,487 30.48%₹ 13,891 13.17%₹ 12,810 21.23%₹ 29,502 10.41%₹ 13,470 15.92%₹ 45,572 8.71%₹ 15,184 11.27%₹ 79,640 8.53%₹ 22,679 8.97%₹ 1,90,778

Portfolio Holdings

Portfolio holdings pattern of Axis Triple Advantage Fund as on 12 Jun 2021 are listed below:

  • Equity Holdings:

    71.83%
  • Debt Holdings:

    9.30%
  • Others Holdings:

    18.29%

Top Sector Holdings of Axis Triple Advantage Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 13.98% ₹ 130.19 Cr.
Computers - software 9.17% ₹ 85.46 Cr.
Nbfc 7.63% ₹ 71.01 Cr.
Pharmaceuticals 4.91% ₹ 45.72 Cr.
Retailing 4.28% ₹ 39.90 Cr.
Others 60.03% -

Top Stock Holdings of Axis Triple Advantage Fund

Name of StocksHolding PercentageHolding Values in Crore
HDFC Bank Ltd. 4.95% ₹ 46.06 Cr.
Infosys Ltd. 4.63% ₹ 43.15 Cr.
Tata Consultancy Services Ltd. 4.54% ₹ 42.31 Cr.
ICICI Bank Ltd. 4.27% ₹ 39.76 Cr.
Bajaj Finance Ltd. 4.09% ₹ 38.11 Cr.
Others 77.52% -

Top Debt Instrument Type holdings of Axis Triple Advantage Fund

Instrument TypeHolding PercentageHolding Values in Crore
NCD & Bonds 6.04% ₹ 56.09 Cr.
GOI 2.19% ₹ 20.40 Cr.
T-Bills 1.07% ₹ 9.95 Cr.
Others 90.70% -

Top Debt Holdings of Axis Triple Advantage Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - LIC Housing Finance Ltd. 2.89% ₹ 26.90 Cr.
Bond - Govt of India 2.19% ₹ 20.40 Cr.
Bond - T-Bill 1.07% ₹ 9.95 Cr.
Bond - Power Finance Corporation Ltd. 1.02% ₹ 9.44 Cr.
Bond - Oriental Nagpur Betul Highway Ltd. 0.55% ₹ 5.11 Cr.
Others 92.28%

Other Holdings

Holding TypeHolding Percentage
MF Units 10.05%
TREPS 9.06%
FD 0.66%
Net Receivables -1.48%