SENSEX NIFTY
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Axis Triple Advantage Fund (G)

PLAN: Regular OPTIONS: Growth
15.294 0 (0.02%)

NAV as on 22 May, 2015

CRISIL MF RANK

Not Ranked

Scheme Risk Grade

  MEDIUM RISK

MEDIUM RISK

  • For investors looking at income with capital growth over short to medium term.
  • Ideal for those who seek diversification between debt and equity,with reduction in risk and optimal returns.
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2014) 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 22 May, 2015)

Period Returns (%) Rank #
1 mth 1.2 2
3 mth 0.1 25
6 mth 4.1 15
1 year 14.2 14
2 year 11.4 18
3 year 11.0 9
5 year - -

# 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 - - - -
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 0.1 4.1 14.2 11.4 11.0 --
Category avg 0.3 0.3 3.7 10.7 8.9 7.2 3.3
Difference of Fund returns and Category returns 0.9 -0.2 0.4 3.5 2.5 3.8 --
Best of category 1.3 6.0 25.6 38.3 24.3 19.7 14.8
Worst of category -1.2 -2.3 -0.2 0.4 3.5 2.9 5.9
Benchmark returns # 0.3 -3.4 -0.8 16.3 17.8 20.3 11.3
Difference of Fund returns and Benchmark returns 0.9 3.5 4.9 -2.1 -6.4 -9.3 --
# 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) 470.16 (Mar-31-2015)
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 Exit load 2% if redeemed / switched out within 1 years from date of allotment.

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
3,462.05 -0.3 5.1 20.3 17.2 12.2
Axis Triple Advantage Fund (G) Not Ranked
470.16 0.1 4.1 14.2 11.0 --
Axis Triple Advantage - Direct (G) Not Ranked
1.78 0.4 4.6 15.3 -- --
ICICI Pru CCP - Study Plan -Direct Not Ranked
4.90 4.2 9.2 28.7 -- --
ICICI Pru CCP - Study Plan Not Ranked
49.20 3.9 8.6 27.4 19.6 14.8
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 30, 15)

Equity Sector Value
(Rs cr)
Asset %
Kotak Mahindra Banking/Finance 10.40 2.31
HDFC Bank Banking/Finance 10.21 2.27
Larsen Engineering 9.63 2.14
TCS Technology 9.53 2.12
ICICI Bank Banking/Finance 9.52 2.12
HDFC Banking/Finance 7.82 1.74
Cummins Engineering 7.16 1.59
Thermax Engineering 6.91 1.54
Sundaram Fin Banking/Finance 6.68 1.48
Wipro Technology 5.29 1.18

Full Portfolio

Sector Allocation (Apr 30, 15)

Sector %

1-Year

HighLow

Banking/Finance 10.38 11.93 10.38
Engineering 6.28 7.09 6.03
Automotive 3.70 5.34 3.52
Technology 3.30 3.72 3.24
Miscellaneous 2.36 2.46 1.94
Pharmaceuticals 2.27 2.47 1.85

View All Sectors

Asset Allocation (%)(Apr 30, 15)

Equity 35.53
Others 0.00
Debt 31.98
Mutual Funds 30.28
Money Market 0.00
Cash / Call 2.21

View All

Concentration

Holdings (%)
Top 5 10.96
Top 10 18.49
Sector (%)
Top 3 20.36

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