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Axis Triple Advantage Fund

Axis Triple Advantage Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

17.40

as on 17 Sep 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 16,187 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

  • ₹ 30.780

    as on 17 Sep 2021
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 1,020 Cr.

    as on 17 Sep 2021
  • 2.31%

    since 31 May 2021
  • 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 ₹ 30.780 as on 17 Sep 2021.

This fund has 11 years of track record. Since 31 May 2021 expense ratio of this fund is 2.31%. 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 5.09% 11.14% 37.17% 55.44% 38.59% 27.98% 17.35% 14.97% 60.76% 53.54% 39.38% 25.78% 16.11%
Category Average 3.19% 7.22% 17.64% 36.09% 23.08% 15.52% 11.82% 10.95% 36.48% 31.20% 23.47% 16.13% 12.25%
Axis Triple Advantage Fund 5.09%₹ 10,509 11.14%₹ 11,114 19.74%₹ 11,973 40.91%₹ 14,090 41.40%₹ 14,546 25.66%₹ 15,800 33.36%₹ 32,851 17.40%₹ 16,187 26.01%₹ 52,473 12.93%₹ 18,378 18.23%₹ 94,568 10.86%₹ 28,060 12.88%₹ 2,34,910
Quant Multi Asset Fund 1.87%₹ 10,187 6.20%₹ 10,619 37.17%₹ 13,717 55.44%₹ 15,543 60.76%₹ 15,661 38.59%₹ 19,225 53.54%₹ 38,690 27.98%₹ 20,975 39.38%₹ 62,611 17.35%₹ 22,270 25.78%₹ 1,13,509 12.54%₹ 32,628 16.11%₹ 2,79,288
ICICI Prudential MultI-Asset Fund 4.71%₹ 10,471 8.71%₹ 10,871 17.40%₹ 11,739 50.92%₹ 15,091 49.86%₹ 15,035 23.89%₹ 15,358 36.74%₹ 33,801 14.78%₹ 15,126 25.63%₹ 52,194 13.89%₹ 19,177 17.34%₹ 92,539 14.97%₹ 40,415 15.38%₹ 2,68,574
HDFC MultI-Asset Fund 2.06%₹ 10,205 6.76%₹ 10,676 14.73%₹ 11,473 30.16%₹ 13,015 29.69%₹ 13,851 22.67%₹ 15,055 28.61%₹ 31,529 13.79%₹ 14,739 21.94%₹ 49,615 11.08%₹ 16,922 15.02%₹ 87,412 10.69%₹ 27,644 11.73%₹ 2,20,905
Essel 3 In 1 Fund 3.46%₹ 10,345 7.63%₹ 10,762 15.60%₹ 11,559 31.43%₹ 13,142 31.93%₹ 13,986 19.06%₹ 14,181 26.52%₹ 30,954 12.97%₹ 14,423 19.72%₹ 48,106 9.49%₹ 15,743 13.59%₹ 84,383 8.82%₹ 23,305 10.02%₹ 2,01,765
SBI Multi Asset Allocation Fund 2.83%₹ 10,282 4.07%₹ 10,406 12.76%₹ 11,276 21.15%₹ 12,115 22.24%₹ 13,399 16.15%₹ 13,496 19.38%₹ 29,018 12.80%₹ 14,359 16.43%₹ 45,919 9.78%₹ 15,954 12.32%₹ 81,762 10.51%₹ 27,196 10.86%₹ 2,10,938

Portfolio Holdings

Portfolio holdings pattern of Axis Triple Advantage Fund as on 20 Sep 2021 are listed below:

  • Equity Holdings:

    73.35%
  • Debt Holdings:

    10.45%
  • Others Holdings:

    15.59%

Top Sector Holdings of Axis Triple Advantage Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 14.40% ₹ 146.90 Cr.
Computers - software 11.16% ₹ 113.90 Cr.
Nbfc 7.55% ₹ 77.07 Cr.
Pharmaceuticals 4.95% ₹ 50.48 Cr.
Retailing 4.34% ₹ 44.29 Cr.
Others 57.60% -

Top Stock Holdings of Axis Triple Advantage Fund

Name of StocksHolding PercentageHolding Values in Crore
Infosys Ltd. 5.97% ₹ 60.92 Cr.
HDFC Bank Ltd. 5.43% ₹ 55.42 Cr.
Tata Consultancy Services Ltd. 5.19% ₹ 52.98 Cr.
ICICI Bank Ltd. 4.66% ₹ 47.52 Cr.
Bajaj Finance Ltd. 4.36% ₹ 44.52 Cr.
Others 74.39% -

Top Debt Instrument Type holdings of Axis Triple Advantage Fund

Instrument TypeHolding PercentageHolding Values in Crore
NCD & Bonds 5.50% ₹ 56.07 Cr.
GOI 4.95% ₹ 50.45 Cr.
Others 89.55% -

Top Debt Holdings of Axis Triple Advantage Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - Govt of India 4.95% ₹ 50.45 Cr.
Bond - LIC Housing Finance Ltd. 2.62% ₹ 26.73 Cr.
Bond - Power Finance Corporation Ltd. 0.93% ₹ 9.43 Cr.
Bond - Punjab National Bank 0.50% ₹ 5.11 Cr.
Bond - Oriental Nagpur Betul Highway Ltd. 0.50% ₹ 5.09 Cr.
Others 90.50%

Other Holdings

Holding TypeHolding Percentage
MF Units 10.18%
TREPS 4.99%
FD 0.48%
Net Receivables -0.06%