Fund Performance
Lumpsum
SIP
19.16
as on 24 Mar 20233 Years
Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 16,918 today.
NAV Performance
Fund Information
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₹ 27.731
as on 24 Mar 2023 -
Regular - Growth
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-
-
₹ 5,000
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₹ 1,656 Cr.
as on 31 Dec 2021 -
2.07%
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23 Aug 2010
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Nifty 50
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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 ₹ 27.731 as on 24 Mar 2023.
This fund has 12 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
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About R. Sivakumar
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About Ashish Naik
Ashish 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 | 1.78% | 1.49% | 5.40% | 9.42% | 23.68% | 43.23% | 19.22% | 15.63% | 9.75% | 13.79% | 23.70% | 22.65% | 15.86% |
| Category Average | -0.26% | -1.65% | -0.65% | 3.12% | 12.37% | 23.57% | 10.59% | 10.29% | 3.71% | 6.00% | 13.04% | 12.83% | 10.86% |
| Axis Triple Advantage Fund | -2.57%₹ 9,742 | -4.24%₹ 9,576 | -4.84%₹ 9,515 | -6.96%₹ 9,303 | -6.91%₹ 11,550 | 4.34%₹ 10,887 | -3.49%₹ 23,137 | 19.16%₹ 16,918 | 4.98%₹ 38,829 | 8.84%₹ 15,277 | 7.91%₹ 73,242 | 8.52%₹ 22,669 | 8.42%₹ 1,85,355 |
| Quant Multi Asset Fund | -0.98%₹ 9,902 | -2.06%₹ 9,793 | -2.45%₹ 9,755 | 5.00%₹ 10,500 | 2.82%₹ 12,181 | 23.68%₹ 15,295 | 9.84%₹ 26,492 | 43.23%₹ 29,381 | 23.70%₹ 50,775 | 19.22%₹ 24,108 | 22.65%₹ 1,05,179 | 12.90%₹ 33,682 | 15.86%₹ 2,75,346 |
| ICICI Prudential MultI-Asset Fund | -0.62%₹ 9,937 | 0.08%₹ 10,008 | 5.40%₹ 10,539 | 9.42%₹ 10,942 | 9.75%₹ 12,619 | 19.78%₹ 14,346 | 13.79%₹ 27,517 | 33.73%₹ 23,915 | 21.56%₹ 49,299 | 13.53%₹ 18,875 | 17.49%₹ 92,794 | 15.63%₹ 42,804 | 14.58%₹ 2,57,090 |
| HDFC MultI-Asset Fund | 0.14%₹ 10,014 | 0.07%₹ 10,006 | 2.40%₹ 10,240 | 5.28%₹ 10,527 | 5.38%₹ 12,344 | 10.12%₹ 12,125 | 5.91%₹ 25,487 | 24.46%₹ 19,281 | 11.72%₹ 42,885 | 9.78%₹ 15,952 | 11.62%₹ 80,319 | 10.08%₹ 26,163 | 9.98%₹ 2,01,272 |
| Tata Multi Asset Opportunities | -1.17%₹ 9,882 | -1.75%₹ 9,825 | 0.98%₹ 10,098 | 2.92%₹ 10,291 | 3.03%₹ 12,195 | 10.03%₹ 12,106 | 5.24%₹ 25,317 | 23.16%₹ 18,681 | 12.00%₹ 43,061 | - | - | - | - |
| UTI Multi Asset Fund | 0.25%₹ 10,024 | 1.49%₹ 10,148 | 1.88%₹ 10,187 | 3.32%₹ 10,331 | 6.53%₹ 12,417 | 6.68%₹ 11,380 | 5.00%₹ 25,256 | 18.56%₹ 16,663 | 8.51%₹ 40,916 | 6.59%₹ 13,762 | 7.89%₹ 73,197 | 7.63%₹ 20,885 | 7.23%₹ 1,74,059 |
Portfolio Holdings
Top Sector Holdings of Axis Triple Advantage Fund
| Name of Sector | Holding Percentage | Holding 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 Stocks | Holding Percentage | Holding 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 Type | Holding Percentage | Holding 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 Instrument | Holding Percentage | Holding 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 Type | Holding Percentage |
|---|---|
| MF Units | 10.48% |
| TREPS | 6.84% |
| FD | 0.30% |
| Interest Rate Swaps | 0.00% |
| Net Receivables | -0.09% |