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Axis Triple Advantage Fund - Regular Plan (D)

PLAN: Regular OPTIONS: Dividend
14.219 0.02 (0.14%)

NAV as on 21 Jul, 2017

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 2017) 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 21 Jul, 2017)

Period Returns (%) Rank #
1 mth 0.8 21
3 mth 3.2 20
6 mth 8.2 9
1 year 6.2 25
2 year 6.9 24
3 year 7.7 22
5 year 8.5 9

# Moneycontrol Rank within 40 Debt Oriented Hybrid Speciality Funds Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 5.9 2.1 - - -
2016 2.7 6.3 3.6 -6.5 6.7
2015 2.7 -0.9 -1.5 -2.0 -0.4
2014 2.7 0.8 1.8 4.6 10.4
2013 -2.9 -2.6 1.6 2.9 -0.3
2012 5.7 2.3 -1.0 2.2 10.4

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 0.8 3.2 8.2 6.2 6.9 7.7 8.5
Category avg 0.1 2.1 4.5 7.5 7.7 7.2 5.5
Difference of Fund returns and Category returns 0.7 1.1 3.7 -1.3 -0.8 0.5 3.0
Best of category 3.4 7.1 25.6 38.3 24.1 19.7 16.1
Worst of category -3.4 -2.3 -4.8 -5.0 2.3 2.2 3.3
Benchmark returns # 2.9 8.7 18.2 16.5 7.8 8.9 14.1
Difference of Fund returns and Benchmark returns -2.1 -5.5 -10.0 -10.3 -0.9 -1.2 -5.6
# 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 Jul 29, 2010
Benchmark NIFTY 50
Asset Size (Rs cr) 195.95 (Mar-31-2017)
Minimum Investment Rs.5000
Last Dividend Rs.0.47 (Apr-17-2014)
Bonus N.A.
Fund Manager R. Sivakumar / 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 Balanced Not Ranked
3,568.18 3.9 8.8 13.9 13.2 14.4
UTI CRTS 81(G) Not Ranked
468.32 3.7 7.1 12.1 10.3 11.9
Axis Triple Advantage Fund (G) Not Ranked
336.69 3.2 8.2 6.2 7.7 8.7
Axis Triple Advantage - Direct (G) Not Ranked
2.98 3.5 9.2 7.7 8.8 --
UTI Smart Woman Savings Plan (G) Not Ranked
191.27 3.5 7.9 10.7 10.5 10.7
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (May 31, 17)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 11.10 3.35
HDFC Banking/Finance 8.15 2.46
Kotak Mahindra Banking/Finance 7.44 2.25
Larsen Engineering 6.89 2.08
ICICI Bank Banking/Finance 6.61 2.00
ITC Tobacco 4.68 1.41
Maruti Suzuki Automotive 4.58 1.38
Motherson Sumi Automotive 4.36 1.32
Shree Cements Cement 3.87 1.17
Info Edge Miscellaneous 3.70 1.12

Full Portfolio

Sector Allocation (May 31, 17)

Sector %

1-Year

HighLow

Banking/Finance 12.59 0.00 0.00
Automotive 6.11 0.00 0.00
Engineering 3.38 0.00 0.00
Chemicals 2.39 0.00 0.00
Cement 1.96 0.00 0.00
Services 1.65 0.00 0.00

View All Sectors

Asset Allocation (%)(May 31, 17)

Equity 35.71
Others 0.00
Debt 34.85
Mutual Funds 25.03
Money Market 0.00
Cash / Call 4.41

View All

Concentration

Holdings (%)
Top 5 12.14
Top 10 18.54
Sector (%)
Top 3 22.08

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