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Axis Triple Advantage Fund

Axis Triple Advantage Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

13.51

as on 22 Sep 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 14,625 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

  • ₹ 31.096

    as on 22 Sep 2023
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 1,445 Cr.

    as on 31 May 2023
  • 2.04%

  • 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 ₹ 31.096 as on 22 Sep 2023.

This fund has 13 years of track record. Since 31 Mar 2023 expense ratio of this fund is 2.04%. 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

The Scheme seeks to generate long term capital appreciation by investing in a diversified portfolio of equity and equity related instruments, debt and money market instruments, Exchange Traded Commodity Derivatives / Units of Gold ETFs, Silver ETF & units of REITs/InvITs.

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.
  • About Hardik Shah

    Picture of Hardik ShahMr. Shah has done B.E. Information Technology and MBA Finance. Prior to joining Axis Mutual Fund, he has worked with Nippon India Mutual Fund, Quantum Asset Management Company and ICAP India (P) Ltd.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very 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 2.49% 7.85% 15.63% 20.92% 17.59% 28.53% 21.90% 16.48% 24.56% 19.81% 22.45% 23.72% 16.96%
Category Average 1.56% 3.66% 10.03% 11.61% 10.41% 17.62% 12.69% 11.15% 17.57% 13.24% 14.42% 15.79% 12.24%
Axis Triple Advantage Fund 1.33%₹ 10,132 2.84%₹ 10,284 11.34%₹ 11,134 5.25%₹ 10,524 10.62%₹ 12,679 0.52%₹ 10,104 5.15%₹ 25,300 13.51%₹ 14,625 6.99%₹ 40,022 10.72%₹ 16,650 10.70%₹ 78,530 9.65%₹ 25,140 9.75%₹ 1,98,845
ICICI Prudential MultI-Asset Fund 2.49%₹ 10,249 7.85%₹ 10,785 15.63%₹ 11,562 20.92%₹ 12,092 24.56%₹ 13,545 17.59%₹ 13,826 19.81%₹ 29,130 28.53%₹ 21,232 22.45%₹ 49,952 16.04%₹ 21,045 21.07%₹ 1,01,310 16.48%₹ 46,012 15.83%₹ 2,75,181
Quant Multi Asset Fund -0.71%₹ 9,928 4.98%₹ 10,497 10.93%₹ 11,093 7.69%₹ 10,768 11.56%₹ 12,738 13.31%₹ 12,838 12.77%₹ 27,265 27.47%₹ 20,712 18.77%₹ 47,453 21.90%₹ 26,942 23.72%₹ 1,08,020 13.82%₹ 36,530 16.96%₹ 2,92,397
Tata Multi Asset Opportunities 1.80%₹ 10,180 5.18%₹ 10,518 12.90%₹ 11,289 12.98%₹ 11,297 17.25%₹ 13,095 9.40%₹ 11,968 12.98%₹ 27,323 18.39%₹ 16,594 13.80%₹ 44,215 - - - -
HDFC MultI-Asset Fund 1.11%₹ 10,111 4.26%₹ 10,426 10.67%₹ 11,067 12.36%₹ 11,235 14.97%₹ 12,952 8.03%₹ 11,670 11.42%₹ 26,913 15.88%₹ 15,560 12.03%₹ 43,096 11.86%₹ 17,521 13.84%₹ 84,889 10.97%₹ 28,361 10.97%₹ 2,12,126
SBI Multi Asset Allocation Fund 2.46%₹ 10,246 6.61%₹ 10,660 14.64%₹ 11,464 16.16%₹ 11,615 21.90%₹ 13,382 10.03%₹ 12,107 15.12%₹ 27,885 13.98%₹ 14,809 13.64%₹ 44,110 11.82%₹ 17,484 13.14%₹ 83,440 10.67%₹ 27,578 10.78%₹ 2,09,977

Portfolio Holdings

Portfolio holdings pattern of Axis Triple Advantage Fund as on 23 Sep 2023 are listed below:

  • Equity Holdings:

    72.92%
  • Debt Holdings:

    12.20%
  • Others Holdings:

    14.88%

Top Sector Holdings of Axis Triple Advantage Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 13.58% ₹ 198.69 Cr.
NBFC 8.99% ₹ 131.48 Cr.
Computers - Software 8.90% ₹ 130.24 Cr.
Retailing 4.79% ₹ 70.04 Cr.
Refineries/Marketing 4.77% ₹ 69.76 Cr.
Others 58.97% -

Top Stock Holdings of Axis Triple Advantage Fund

Name of StocksHolding PercentageHolding Values in Crore
Bajaj Finance Ltd. 6.93% ₹ 101.35 Cr.
ICICI Bank Ltd. 5.95% ₹ 87.05 Cr.
Tata Consultancy Services Ltd. 5.24% ₹ 76.69 Cr.
Reliance Industries Ltd. 4.77% ₹ 69.76 Cr.
Avenue Supermarts Ltd. 4.47% ₹ 65.35 Cr.
Others 72.64% -

Top Debt Instrument Type holdings of Axis Triple Advantage Fund

Instrument TypeHolding PercentageHolding Values in Crore
NCD & Bonds 5.70% ₹ 83.37 Cr.
GOI 3.47% ₹ 50.72 Cr.
T-Bills 3.03% ₹ 44.42 Cr.
Others 87.80% -

Top Debt Holdings of Axis Triple Advantage Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - Govt of India 3.47% ₹ 50.72 Cr.
Bond - T-Bill 3.03% ₹ 44.42 Cr.
Bond - Small Industries Development Bank Of India 1.71% ₹ 25.03 Cr.
Bond - Housing Development Finance Corporation Ltd. 1.71% ₹ 25.03 Cr.
Bond - Rural Electrification Corporation Limited 0.69% ₹ 10.15 Cr.
Others 89.39%

Other Holdings

Holding TypeHolding Percentage
MF Units 13.22%
TREPS 1.20%
Net Receivables 0.46%