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Axis Triple Advantage Fund

Axis Triple Advantage Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

19.16

as on 24 Mar 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 16,918 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

  • ₹ 27.731

    as on 24 Mar 2023
  • 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 ₹ 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

  • 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 1.78% 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

Portfolio holdings pattern of Axis Triple Advantage Fund as on 26 Mar 2023 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%