SENSEX NIFTY
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Axis Triple Advantage Fund (G)

PLAN: Regular OPTIONS: Growth
15.049 0.1 (0.68%)

NAV as on 01 Sep, 2015

CRISIL MF RANK

Not Ranked

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Nov 1999) since it does not fulfill certain eligibility criteria of CRISIL

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Benchmark Index:
 
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Returns (NAV as on 01 Sep, 2015)

Period Returns (%) Rank #
1 mth -1.2 37
3 mth -0.6 33
6 mth -2.7 33
1 year 6.0 23
2 year 11.3 18
3 year 8.1 10
5 year 8.5 6

# Moneycontrol Rank within 39 Debt Oriented Hybrid Speciality Funds Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 2.7 -1.0 - - -
2014 2.7 6.4 1.8 4.6 -
2013 -2.9 -2.6 1.6 2.9 -0.3
2012 5.7 2.3 6.6 2.2 18.9
2011 -1.3 1.5 2.4 -1.1 0.7
2010 - - 3.0 1.5 4.7

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Debt Oriented Hybrid Speciality Funds)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -1.2 -0.6 -2.7 6.0 11.3 8.1 8.5
Category avg -- 0.8 1.4 7.1 9.9 7.3 3.7
Difference of Fund returns and Category returns -1.2 -1.4 -4.1 -1.1 1.4 0.8 4.8
Best of category 1.8 6.0 25.6 38.3 26.2 19.7 13.7
Worst of category -1.2 -2.1 -3.3 0.3 2.7 2.2 5.2
Benchmark returns # -8.9 -7.7 -13.1 -3.0 18.4 14.0 7.3
Difference of Fund returns and Benchmark returns 7.7 7.1 10.4 9.0 -7.1 -5.9 1.2
# Benchmark Index: CNX NIFTY

Investment Info

Investment Objective

To generate long term capital appreciation by investing in a diversified portfolio of equity and equity related instruments, fixed income instruments & gold exchange traded funds.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jul 29, 2010
Benchmark CNX NIFTY
Asset Size (Rs cr) 447.03 (Jun-30-2015)
Minimum Investment Rs.5000
Last Dividend N.A.
Bonus N.A.
Fund Manager R. Sivakumar / Sudhanshu Asthana
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments If redeemed / switch out within 12 months from the date of allotment for 10% of investment: Nil and for remaining investment: 1%. If redeemed / switched out after 12 months from the date of allotment: Nil

Contact Details

Regd. Office Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai, 400025
Tel. No. 022 - 43255161
Fax No. 022 43255199
Email customerservice@axismf.com
Website http://www.axismf.com

Peer Comparison

Debt Oriented Hybrid Speciality Funds Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
UTI Childrens Career Bal - Direct Not Ranked
18.35 1.4 0.2 14.0 -- --
UTI Childrens Career Balanced Not Ranked
3,378.03 1.4 0.2 13.9 16.1 11.7
Axis Triple Advantage Fund (G) Not Ranked
447.03 -0.6 -2.7 6.0 8.1 8.5
Axis Triple Advantage - Direct (G) Not Ranked
2.20 -0.4 -2.2 7.0 -- --
UTI CRTS 81 - Direct (G) Not Ranked
11.36 0.6 0.5 9.3 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jul 31, 15)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 11.09 2.54
Kotak Mahindra Banking/Finance 10.46 2.39
Larsen Engineering 10.19 2.33
TCS Technology 9.33 2.14
HDFC Banking/Finance 8.58 1.96
Cummins Engineering 7.92 1.81
ICICI Bank Banking/Finance 7.53 1.72
Thermax Engineering 6.99 1.60
Sundaram Fin Banking/Finance 6.83 1.56
Maruti Suzuki Automotive 5.08 1.16

Full Portfolio

Sector Allocation (Jul 31, 15)

Sector %

1-Year

HighLow

Banking/Finance 10.62 11.93 10.38
Engineering 6.76 7.09 6.03
Automotive 3.76 4.46 3.52
Technology 3.16 3.72 3.16
Miscellaneous 2.19 2.58 2.19
Chemicals 2.11 2.27 1.88

View All Sectors

Asset Allocation (%)(Jul 31, 15)

Equity 35.55
Others 0.00
Debt 32.53
Mutual Funds 28.01
Money Market 0.00
Cash / Call 3.91

View All

Concentration

Holdings (%)
Top 5 11.36
Top 10 19.21
Sector (%)
Top 3 21.14

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