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Axis Triple Advantage Fund - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
15.412 0.11 (0.72%)

NAV as on 05 Feb, 2016

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 05 Feb, 2016)

Period Returns (%) Rank #
1 mth 1.3 3
3 mth 0.5 16
6 mth -1.9 31
1 year -1.7 34
2 year 10.2 16
3 year 7.2 18
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 2.8 -0.6 -1.3 -1.8 0.5
2014 2.8 7.2 2.0 4.9 18.2
2013 -3.0 -2.4 1.7 3.2 0.1

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 1.3 0.5 -1.9 -1.7 10.2 7.2 --
Category avg -0.5 0.3 0.8 3.0 7.9 6.1 4.0
Difference of Fund returns and Category returns 1.8 0.2 -2.7 -4.7 2.3 1.1 --
Best of category 1.5 6.0 25.6 38.3 24.1 19.7 14.0
Worst of category -2.5 -2.4 -3.6 -2.5 2.3 2.2 4.9
Benchmark returns # -3.8 -5.9 -12.6 -14.0 11.5 7.9 6.8
Difference of Fund returns and Benchmark returns 5.1 6.4 10.7 12.3 -1.3 -0.7 --
# 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 Jan 01, 2013
Benchmark NIFTY 50
Asset Size (Rs cr) 2.40 (Sep-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 CRTS 81(G) Not Ranked
412.76 -1.5 -2.2 1.0 10.0 10.7
Axis Triple Advantage Fund (G) Not Ranked
428.56 0.3 -2.3 -2.5 6.1 8.5
UTI Mahila Unit Scheme (G) Not Ranked
189.44 -0.6 -0.3 2.6 9.6 8.2
HDFC Debt-Cancer Cure 2014-50% - DP Not Ranked
0.00 1.5 -0.8 -1.0 -- --
HDFC Debt-Cancer Cure 2014-100% -DP Not Ranked
113.85 1.5 -0.8 -1.0 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Dec 31, 15)

Equity Sector Value
(Rs cr)
Asset %
Kotak Mahindra Banking/Finance 0.06 2.68
HDFC Bank Banking/Finance 0.06 2.67
TCS Technology 0.05 2.14
HDFC Banking/Finance 0.05 2.08
ICICI Bank Banking/Finance 0.04 1.67
Cummins Engineering 0.04 1.55
Sundaram Fin Banking/Finance 0.04 1.51
Larsen Engineering 0.04 1.47
Thermax Engineering 0.03 1.45
Info Edge Miscellaneous 0.03 1.14

Full Portfolio

Sector Allocation (Dec 31, 15)

Sector %

1-Year

HighLow

Banking/Finance 11.18 11.48 10.12
Engineering 5.42 7.09 5.42
Automotive 3.61 3.81 3.52
Technology 2.99 3.58 2.99
Chemicals 2.20 2.27 2.07
Pharmaceuticals 2.20 2.47 1.93

View All Sectors

Asset Allocation (%)(Dec 31, 15)

Equity 35.60
Others 0.00
Debt 32.52
Mutual Funds 29.45
Money Market 0.00
Cash / Call 2.43

View All

Concentration

Holdings (%)
Top 5 11.24
Top 10 18.36
Sector (%)
Top 3 20.21

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