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Axis Triple Advantage Fund - Direct Plan (D)

PLAN: Direct OPTIONS: Dividend
14.776 0.09 (0.59%)

NAV as on 25 Jul, 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 Mar 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 25 Jul, 2016)

Period Returns (%) Rank #
1 mth 3.6 7
3 mth 7.2 1
6 mth 12.4 4
1 year 10.4 13
2 year 10.0 16
3 year 12.2 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

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 3.6 7.2 12.4 10.4 10.0 12.2 --
Category avg 1.9 3.9 7.1 8.1 6.9 8.3 4.7
Difference of Fund returns and Category returns 1.7 3.3 5.3 2.3 3.1 3.9 --
Best of category 4.2 7.2 25.6 38.3 24.1 20.7 14.6
Worst of category -1.2 -0.4 -1.2 -1.0 -0.3 2.2 4.9
Benchmark returns # 6.7 9.9 16.1 3.3 5.3 13.5 8.7
Difference of Fund returns and Benchmark returns -3.1 -2.7 -3.7 7.1 4.7 -1.3 --
# 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 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
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
3,335.07 6.1 10.5 9.2 17.1 12.4
UTI CRTS 81(G) Not Ranked
431.60 5.4 9.5 8.8 13.2 11.5
Axis Triple Advantage Fund (G) Not Ranked
367.57 6.9 12.0 9.5 11.1 9.3
UTI Mahila Unit Scheme (G) Not Ranked
187.22 4.7 8.5 9.1 13.2 8.9
HDFC Debt-Cancer Cure 2014-50% - DP Not Ranked
0.00 2.1 -0.4 -1.0 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jun 30, 16)

Equity Sector Value
(Rs cr)
Asset %
Kotak Mahindra Banking/Finance 0.07 2.57
HDFC Bank Banking/Finance 0.06 2.31
TCS Technology 0.06 2.24
HDFC Banking/Finance 0.05 2.06
ITC Tobacco 0.05 1.89
ICICI Bank Banking/Finance 0.05 1.75
Larsen Engineering 0.05 1.73
Sundaram Fin Banking/Finance 0.04 1.48
Thermax Engineering 0.03 1.14
Cummins Engineering 0.03 1.11

Full Portfolio

Sector Allocation (Jun 30, 16)

Sector %

1-Year

HighLow

Banking/Finance 10.65 11.87 10.12
Engineering 4.82 6.76 4.60
Automotive 3.41 3.78 3.02
Technology 3.31 3.70 2.99
Chemicals 2.45 2.59 2.11
Tobacco 1.89 1.97 1.57

View All Sectors

Asset Allocation (%)(Jun 30, 16)

Equity 34.47
Others 0.23
Debt 30.26
Mutual Funds 29.48
Money Market 0.00
Cash / Call 5.56

View All

Concentration

Holdings (%)
Top 5 11.07
Top 10 18.28
Sector (%)
Top 3 18.88

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