SENSEX NIFTY
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Axis Triple Advantage Fund - Direct Plan (D)

PLAN: Direct OPTIONS: Dividend
13.402 0.02 (0.18%)

NAV as on 30 Jul, 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 2015) 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 30 Jul, 2015)

Period Returns (%) Rank #
1 mth -0.6 30
3 mth 0.4 28
6 mth -1.7 31
1 year 10.2 18
2 year 13.3 17
3 year - -
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 - - -
2014 2.8 7.2 2.0 4.9 -
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 -0.6 0.4 -1.7 10.2 13.3 -- --
Category avg 0.2 1.2 1.4 8.4 9.8 7.5 3.4
Difference of Fund returns and Category returns -0.8 -0.8 -3.1 1.8 3.5 -- --
Best of category 2.3 6.0 25.6 38.3 26.2 19.7 14.0
Worst of category -1.6 -1.6 -4.4 0.5 3.0 2.3 5.2
Benchmark returns # 2.0 4.3 -3.0 10.5 21.9 17.7 9.5
Difference of Fund returns and Benchmark returns -2.6 -3.9 1.3 -0.3 -8.6 -- --
# 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 Dividend
Launch date Jan 01, 2013
Benchmark CNX NIFTY
Asset Size (Rs cr) 2.20 (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 Balanced Not Ranked
3,378.03 3.1 1.5 18.0 16.8 12.0
Axis Triple Advantage Fund (G) Not Ranked
447.03 0.1 -2.1 9.1 9.2 --
UTI CRTS 81(G) Not Ranked
412.64 1.7 1.5 11.5 13.5 10.8
UTI Mahila Unit Scheme (G) Not Ranked
192.09 1.5 1.4 12.7 11.6 8.3
HDFC Debt-Cancer Cure 2014-50% - DP Not Ranked
0.00 2.0 -0.5 0.5 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jun 30, 15)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 0.05 2.49
Larsen Engineering 0.05 2.38
Kotak Mahindra Banking/Finance 0.05 2.35
TCS Technology 0.05 2.23
HDFC Banking/Finance 0.04 1.96
ICICI Bank Banking/Finance 0.04 1.83
Cummins Engineering 0.04 1.68
Thermax Engineering 0.04 1.66
Sundaram Fin Banking/Finance 0.04 1.61
Info Edge Miscellaneous 0.03 1.26

Full Portfolio

Sector Allocation (Jun 30, 15)

Sector %

1-Year

HighLow

Banking/Finance 10.77 11.93 10.38
Engineering 6.74 7.09 6.03
Automotive 3.80 4.46 3.52
Technology 3.28 3.72 3.24
Miscellaneous 2.38 2.58 2.28
Pharmaceuticals 2.31 2.47 1.85

View All Sectors

Asset Allocation (%)(Jun 30, 15)

Equity 36.57
Others 0.00
Debt 31.75
Mutual Funds 29.22
Money Market 0.00
Cash / Call 2.46

View All

Concentration

Holdings (%)
Top 5 11.41
Top 10 19.45
Sector (%)
Top 3 21.31

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