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Axis Triple Advantage Fund - Direct Plan (D)

PLAN: Direct OPTIONS: Dividend
14.814 0.03 (0.19%)

NAV as on 26 Aug, 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 Jun 2016) since it does not fulfill certain eligibility criteria of CRISIL

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Benchmark Index:
 
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Returns (NAV as on 26 Aug, 2016)

Period Returns (%) Rank #
1 mth 0.6 30
3 mth 6.7 10
6 mth 13.0 19
1 year 11.9 15
2 year 9.6 17
3 year 11.9 17
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
2016 2.8 - - - -
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

* 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 0.6 6.7 13.0 11.9 9.6 11.9 --
Category avg 1.0 4.3 9.3 9.3 8.3 8.7 4.9
Difference of Fund returns and Category returns -0.4 2.4 3.7 2.6 1.3 3.2 --
Best of category 2.6 8.1 25.6 38.3 24.1 22.3 15.7
Worst of category -1.2 -0.4 -1.2 -1.0 2.3 2.2 4.8
Benchmark returns # -0.2 6.2 21.9 10.0 4.1 16.1 12.5
Difference of Fund returns and Benchmark returns 0.8 0.5 -8.9 1.9 5.5 -4.2 --
# 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 Dividend
Launch date Jan 01, 2013
Benchmark NIFTY 50
Asset Size (Rs cr) 2.60 (Jun-30-2016)
Minimum Investment Rs.5000
Last Dividend N.A.
Bonus N.A.
Fund Manager R. Sivakumar / Sudhanshu Asthana / 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 Bal - Direct Not Ranked
26.30 6.6 15.6 12.5 18.9 --
UTI Childrens Career Balanced Not Ranked
3,335.07 6.6 15.5 12.3 18.8 13.7
UTI CRTS 81 - Direct (G) Not Ranked
24.04 5.5 13.5 11.0 14.2 --
UTI CRTS 81(G) Not Ranked
431.60 5.4 13.3 10.6 13.8 12.5
Axis Triple Advantage Fund (G) Not Ranked
367.57 6.4 12.5 11.0 10.8 9.3
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jul 29, 16)

Equity Sector Value
(Rs cr)
Asset %
Kotak Mahindra Banking/Finance 9.37 2.53
HDFC Bank Banking/Finance 8.91 2.41
TCS Technology 8.39 2.27
HDFC Banking/Finance 8.25 2.23
ITC Tobacco 7.10 1.92
ICICI Bank Banking/Finance 6.96 1.88
Larsen Engineering 6.57 1.77
Sundaram Fin Banking/Finance 5.29 1.43
Blue Star Cons Durable 5.27 1.42
Asian Paints Chemicals 4.38 1.18

Full Portfolio

Sector Allocation (Jul 29, 16)

Sector %

1-Year

HighLow

Banking/Finance 10.99 11.87 10.12
Automotive 4.01 3.78 3.02
Engineering 3.72 5.93 4.60
Technology 3.23 3.70 2.99
Chemicals 2.65 2.59 2.18
Tobacco 1.92 1.97 1.57

View All Sectors

Asset Allocation (%)(Jul 29, 16)

Equity 36.58
Others 0.00
Debt 30.47
Mutual Funds 29.29
Money Market 0.00
Cash / Call 3.66

View All

Concentration

Holdings (%)
Top 5 11.36
Top 10 19.04
Sector (%)
Top 3 18.72

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