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Axis Triple Advantage Fund - Regular Plan (G)

PLAN: Regular OPTIONS: Growth
18.035 0.06 (0.35%)

NAV as on 20 Nov, 2017

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 Sep 2017) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Benchmark Index:
 
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Returns (NAV as on 20 Nov, 2017)

Period Returns (%) Rank #
1 mth 0.1 19
3 mth 2.1 18
6 mth 6.3 5
1 year 11.5 13
2 year 10.3 18
3 year 7.2 23
5 year 7.8 9

# Moneycontrol Rank within 40 Debt Oriented Hybrid Speciality Funds Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 5.9 2.1 3.4 - -
2016 2.7 6.3 3.6 -6.5 6.7
2015 2.7 -1.0 -1.5 -2.0 -0.4
2014 2.7 6.4 1.8 4.6 16.6
2013 -2.9 -2.6 1.6 2.9 -0.3
2012 5.7 2.3 6.6 2.2 18.9

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

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 0.1 2.1 6.3 11.5 10.3 7.2 7.8
Category avg -0.5 1.1 3.4 7.2 8.2 6.6 5.3
Difference of Fund returns and Category returns 0.6 1.0 2.9 4.3 2.1 0.6 2.5
Best of category 3.5 6.9 25.6 38.3 24.1 19.7 15.5
Worst of category -3.4 -2.3 -4.8 -5.0 2.3 2.2 2.7
Benchmark returns # 1.1 5.6 9.1 29.9 14.5 7.0 13.1
Difference of Fund returns and Benchmark returns -1.0 -3.5 -2.8 -18.4 -4.2 0.2 -5.3
# Benchmark Index: NIFTY 50

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 NIFTY 50
Asset Size (Rs cr) 319.03 (Sep-30-2017)
Minimum Investment Rs.5000
Last Dividend N.A.
Bonus N.A.
Fund Manager R. Sivakumar / Ashish Naik
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 Balanced Not Ranked
3,728.75 3.3 6.0 14.2 10.8 13.9
UTI CRTS 81(G) Not Ranked
563.84 2.9 5.4 11.6 8.9 11.4
Axis Triple Advantage Fund (G) Not Ranked
319.03 2.1 6.3 11.5 7.2 7.8
UTI Smart Woman Savings Plan (G) Not Ranked
236.56 2.4 5.8 12.5 9.1 10.5
Reliance RF -Income Generation (G) Not Ranked
179.94 0.0 5.3 6.0 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Sep 29, 17)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 11.39 3.57
HDFC Banking/Finance 8.55 2.68
Kotak Mahindra Banking/Finance 7.72 2.42
ICICI Bank Banking/Finance 6.03 1.89
Maruti Suzuki Automotive 5.07 1.59
Motherson Sumi Automotive 4.88 1.53
Larsen Engineering 4.82 1.51
Avenue Supermar Retail & Real Estate 4.18 1.31
Shree Cements Cement 3.99 1.25
Bajaj Finance Banking/Finance 3.70 1.16

Full Portfolio

Sector Allocation (Sep 29, 17)

Sector %

1-Year

HighLow

Banking/Finance 13.44 0.00 0.00
Automotive 6.65 0.00 0.00
Engineering 2.24 0.00 0.00
Cement 2.16 0.00 0.00
Pharmaceuticals 1.78 0.00 0.00
Services 1.70 0.00 0.00

View All Sectors

Asset Allocation (%)(Sep 29, 17)

Equity 35.31
Others 0.43
Debt 34.35
Mutual Funds 26.36
Money Market 0.00
Cash / Call 3.55

View All

Concentration

Holdings (%)
Top 5 12.15
Top 10 18.91
Sector (%)
Top 3 22.33

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