Mutual Fund Details
Axis Triple Advantage Direct Plan - Growth
NAV
₹23.5374
as on 17 Jan 2020, 12:00 AM
₹0.0226(0.10%)
Last Change
Scheme Ratings
1
Multi Asset Allocation
3Y Returns
Multi Asset Allocation
Rankings based on 3Y Returns | as on 18 Jan 2020
×
1
Axis Triple Advantage Direct Plan - Growth
11.86%
2
ICICI Prudential Multi Asset Fund Direct - Growth
10.92%
3
Aditya Birla Sun Life Financial Planning Fund FoF Aggressive Plan Direct - Growth
10.32%
4
HSBC Managed Solutions India Moderate Fund Direct - Growth
8.83%
5
HDFC Dynamic PE Ratio Fund of Funds Direct - Growth
8.82%
Schemes Managed By
Start SIP in this Mutual Fund
Min SIP Amount
₹1,000
Suggested Date
19th of Every Month
Investment Performance
would have given a return of
₹110,871
₹121,647
₹135,035
₹139,979
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
₹39,979
Profit (absolute return)
39.98%
in the last
1m
3m
1y
3y
5y
max
+1% Higher Returns
With Direct Plans on Paytm MoneyInvestment Returns
In the last 3 months
5.16%
In the last 6 months
10.47%
In the last 1 year
19.95%
In the last 3 years
39.98%
In the last 5 years
51.34%
In the last 10 years
NA
Absolute Returns
CAGR
Scheme Riskometer
low
moderately low
moderate
moderately high
high
Investors understand that their principal will be at moderately high risk
Scheme Information
Axis Triple Advantage Direct Plan - Growth
as of 17 Jan 2020, 12:00 AM
₹286.36 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months
1.10%
Expense Ratio
Plan
Growth
Benchmark
NIFTY 50 Total Return
Exit Load
For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months
Scheme Document
Sectors Holding in this Mutual Fund
as on 31 Dec 2019
Financial
28.87%
₹82.67 Cr
Technology
6.97%
₹19.96 Cr
Chemicals
5.51%
₹15.78 Cr
Services
5.30%
₹15.18 Cr
Automobile
5.03%
₹14.40 Cr
Energy
4.49%
₹12.86 Cr
Construction
3.76%
₹10.77 Cr
Healthcare
2.52%
₹7.22 Cr
FMCG
2.47%
₹7.07 Cr
Communication
1.59%
₹4.55 Cr
View All
View All
Sectors Holding in this Mutual Fund
as on 31 Dec 2019
Financial
28.87%
₹82.67 Cr
Technology
6.97%
₹19.96 Cr
Chemicals
5.51%
₹15.78 Cr
Services
5.30%
₹15.18 Cr
Automobile
5.03%
₹14.40 Cr
Energy
4.49%
₹12.86 Cr
Construction
3.76%
₹10.77 Cr
Healthcare
2.52%
₹7.22 Cr
FMCG
2.47%
₹7.07 Cr
Communication
1.59%
₹4.55 Cr
View All
View All
Companies Holding in this Mutual Fund
as on 31 Dec 2019
Axis Gold ETF Fund
13.87%
₹39.72 Cr
Kotak Mahindra Bank Ltd.
5.59%
₹16.01 Cr
Bajaj Finance Ltd.
5.32%
₹15.23 Cr
HDFC Bank Ltd.
5.20%
₹14.89 Cr
Tata Consultancy Services Ltd.
4.84%
₹13.86 Cr
Housing Development Finance Corpn. Ltd.
4.55%
₹13.03 Cr
Reliance Industries Ltd.
4.12%
₹11.80 Cr
Others
4.12%
₹11.80 Cr
ICICI Bank Ltd.
4.03%
₹11.54 Cr
Power Finance Corpn. Ltd.
3.15%
₹9.02 Cr
View All
View All
Companies Holding in this Mutual Fund
as on 31 Dec 2019
Axis Gold ETF Fund
13.87%
₹39.72 Cr
Kotak Mahindra Bank Ltd.
5.59%
₹16.01 Cr
Bajaj Finance Ltd.
5.32%
₹15.23 Cr
HDFC Bank Ltd.
5.20%
₹14.89 Cr
Tata Consultancy Services Ltd.
4.84%
₹13.86 Cr
Housing Development Finance Corpn. Ltd.
4.55%
₹13.03 Cr
Reliance Industries Ltd.
4.12%
₹11.80 Cr
Others
4.12%
₹11.80 Cr
ICICI Bank Ltd.
4.03%
₹11.54 Cr
Power Finance Corpn. Ltd.
3.15%
₹9.02 Cr
View All
View All
Instruments Holding in this Mutual Fund
as on 31 Dec 2019
Gold
10.14%
₹29.03 Cr
NCD
3.60%
₹10.31 Cr
SDL
3.58%
₹10.25 Cr
CBLO
3.57%
₹10.21 Cr
CP
3.42%
₹9.79 Cr
Bonds
3.32%
₹9.51 Cr
Bonds/NCD
3.21%
₹9.19 Cr
T-Bills
2.93%
₹8.39 Cr
Bonds/Deb
2.39%
₹6.84 Cr
GOI Sec
1.69%
₹4.84 Cr
View All
View All
Instruments Holding in this Mutual Fund
as on 31 Dec 2019
Gold
10.14%
₹29.03 Cr
NCD
3.60%
₹10.31 Cr
SDL
3.58%
₹10.25 Cr
CBLO
3.57%
₹10.21 Cr
CP
3.42%
₹9.79 Cr
Bonds
3.32%
₹9.51 Cr
Bonds/NCD
3.21%
₹9.19 Cr
T-Bills
2.93%
₹8.39 Cr
Bonds/Deb
2.39%
₹6.84 Cr
GOI Sec
1.69%
₹4.84 Cr
View All
View All
This fund's returns:
11.86%Return Duration
3 Years
ICICI Prudential Multi Asset Fund Direct - Growth
BalancedMulti Asset Allocation
Min. Investment
₹100
Category Returns
5.69%
11.86%
3Y Returns
10.92
Aditya Birla Sun Life Financial Planning Fund FoF Aggressive Plan Direct - Growth
BalancedMulti Asset Allocation
Min. Investment
₹1000
Category Returns
5.69%
11.86%
3Y Returns
10.32
HSBC Managed Solutions India Moderate Fund Direct - Growth
BalancedMulti Asset Allocation
Min. Investment
₹1000
Category Returns
5.69%
11.86%
3Y Returns
8.83
HDFC Dynamic PE Ratio Fund of Funds Direct - Growth
BalancedMulti Asset Allocation
Min. Investment
₹500
Category Returns
5.69%
11.86%
3Y Returns
8.82
SBI Multi Asset Allocation Fund Direct - Growth
BalancedMulti Asset Allocation
Min. Investment
₹500
Category Returns
5.69%
11.86%
3Y Returns
8.47
About Axis Triple Advantage Direct Plan - Growth
Axis Triple Advantage Direct Plan - Growth is a Balanced mutual fund scheme from Axis Mutual Fund. This scheme was launched on 01 Jan 2013 and is currently managed by its fund managers Ashish Naik and R Sivakumar. It has an AUM of ₹286.36 Crores and the latest NAV decalared is ₹23.537 as on 17 Jan 2020 at 12:00 am.
Axis Triple Advantage Direct Plan - Growth scheme return performance in last 1 year is 19.95%, in last 3 years is 39.98% and 84.97% since scheme launch. The min. SIP amount to invest in this scheme is ₹1000.
Scheme Details
| AUM: | ₹286.36 Cr |
| Category: | Hybrid: Multi Asset Allocation |
| Launch Date: | 01 Jan 2013 |
| Fund Type: | Open-End |
Scheme Objective
The fund seeks to generate regular income through investments in diversified portfolio of equity and equity related instruments, fixed income securities and gold exchange traded funds.
AMC Information
Axis Mutual Fund
View AMC Details
₹128,141.67 Cr
AUM
107
Schemes
Address
"Axis House" - 1st Floor,C-2 - Wadia International Centre,Pandurang Budhkar Marg , Worli,400025
Phone Number
Phone : 022-24255161
Fax : 022-43255199
