Mutual Fund Details
Axis Triple Advantage Direct Plan - Growth
NAV
₹18.3576
as on 03 Apr 2020, 12:00 AM
₹-0.2028(1.09%)
Last Change
Scheme Ratings
1
rated by Value Research
Multi Asset Allocation
Rankings based on | as on 01 Jan 1970
×
Schemes Managed By
Start SIP in this Mutual Fund
Min SIP Amount
₹1,000
Suggested Date
7th of Every Month
Investment Performance
would have given a return of
₹110,871
₹121,647
₹100,804
₹104,585
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
₹4,585
Profit (absolute return)
4.59%
in the last
1m
3m
1y
3y
5y
max
+1% Higher Returns
With Direct Plans on Paytm MoneyInvestment Returns
In the last 3 months
21.16%
In the last 6 months
16.57%
In the last 1 year
10.10%
In the last 3 years
4.59%
In the last 5 years
17.16%
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 03 Apr 2020, 12:00 AM
₹307.20 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
0.99%
Expense Ratio
Plan
Growth
Benchmark
NIFTY 50 Total Return Index
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 29 Feb 2020
Financial
24.25%
₹74.50 Cr
Services
8.42%
₹25.87 Cr
Chemicals
6.44%
₹19.78 Cr
Construction
6.05%
₹18.59 Cr
Automobile
5.78%
₹17.76 Cr
Technology
5.05%
₹15.51 Cr
Energy
4.14%
₹12.72 Cr
Healthcare
2.44%
₹7.50 Cr
FMCG
2.26%
₹6.94 Cr
Metals
1.85%
₹5.68 Cr
View All
View All
Sectors Holding in this Mutual Fund
as on 29 Feb 2020
Financial
24.25%
₹74.50 Cr
Services
8.42%
₹25.87 Cr
Chemicals
6.44%
₹19.78 Cr
Construction
6.05%
₹18.59 Cr
Automobile
5.78%
₹17.76 Cr
Technology
5.05%
₹15.51 Cr
Energy
4.14%
₹12.72 Cr
Healthcare
2.44%
₹7.50 Cr
FMCG
2.26%
₹6.94 Cr
Metals
1.85%
₹5.68 Cr
View All
View All
Companies Holding in this Mutual Fund
as on 29 Feb 2020
Axis Gold ETF Fund
14.00%
₹43.01 Cr
Avenue Supermarts Ltd.
5.15%
₹15.82 Cr
Kotak Mahindra Bank Ltd.
5.01%
₹15.39 Cr
Bajaj Finance Ltd.
4.94%
₹15.18 Cr
Housing Development Finance Corpn. Ltd.
4.68%
₹14.38 Cr
HDFC Bank Ltd.
3.83%
₹11.77 Cr
Others
3.55%
₹10.91 Cr
ICICI Bank Ltd.
3.46%
₹10.63 Cr
Tata Consultancy Services Ltd.
3.34%
₹10.26 Cr
Power Finance Corpn. Ltd.
3.01%
₹9.25 Cr
View All
View All
Companies Holding in this Mutual Fund
as on 29 Feb 2020
Axis Gold ETF Fund
14.00%
₹43.01 Cr
Avenue Supermarts Ltd.
5.15%
₹15.82 Cr
Kotak Mahindra Bank Ltd.
5.01%
₹15.39 Cr
Bajaj Finance Ltd.
4.94%
₹15.18 Cr
Housing Development Finance Corpn. Ltd.
4.68%
₹14.38 Cr
HDFC Bank Ltd.
3.83%
₹11.77 Cr
Others
3.55%
₹10.91 Cr
ICICI Bank Ltd.
3.46%
₹10.63 Cr
Tata Consultancy Services Ltd.
3.34%
₹10.26 Cr
Power Finance Corpn. Ltd.
3.01%
₹9.25 Cr
View All
View All
Instruments Holding in this Mutual Fund
as on 29 Feb 2020
Gold
10.14%
₹31.14 Cr
NCD
3.60%
₹11.06 Cr
SDL
3.58%
₹11.00 Cr
CBLO
3.57%
₹10.95 Cr
CP
3.42%
₹10.51 Cr
Bonds
3.32%
₹10.20 Cr
Bonds/NCD
3.21%
₹9.86 Cr
T-Bills
2.93%
₹9.00 Cr
Bonds/Deb
2.39%
₹7.34 Cr
GOI Sec
1.69%
₹5.19 Cr
View All
View All
Instruments Holding in this Mutual Fund
as on 29 Feb 2020
Gold
10.14%
₹31.14 Cr
NCD
3.60%
₹11.06 Cr
SDL
3.58%
₹11.00 Cr
CBLO
3.57%
₹10.95 Cr
CP
3.42%
₹10.51 Cr
Bonds
3.32%
₹10.20 Cr
Bonds/NCD
3.21%
₹9.86 Cr
T-Bills
2.93%
₹9.00 Cr
Bonds/Deb
2.39%
₹7.34 Cr
GOI Sec
1.69%
₹5.19 Cr
View All
View All
This fund's returns:
1.50%Return Duration
3 Years
SBI Multi Asset Allocation Fund Direct - Growth
BalancedMulti Asset Allocation
Min. Investment
₹500
Category Returns
-2.97%
3.04%
3Y Returns
3.04
Aditya Birla Sun Life Financial Planning Fund FoF Conservative Plan Direct - Growth
BalancedMulti Asset Allocation
Min. Investment
₹1000
Category Returns
-2.97%
3.04%
3Y Returns
2.88
Franklin India Multi Asset Solution Fund Direct - Growth
BalancedMulti Asset Allocation
Min. Investment
₹500
Category Returns
-2.97%
3.04%
3Y Returns
2.76
Quantum Multi Asset Fund Direct - Growth
BalancedMulti Asset Allocation
Min. Investment
₹500
Category Returns
-2.97%
3.04%
3Y Returns
2.43
Aditya Birla Sun Life Financial Planning Fund FoF Prudent Plan Direct - Growth
BalancedMulti Asset Allocation
Min. Investment
₹1000
Category Returns
-2.97%
3.04%
3Y Returns
1.32
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 ₹307.20 Crores and the latest NAV decalared is ₹18.358 as on 03 Apr 2020 at 12:00 am.
Axis Triple Advantage Direct Plan - Growth scheme return performance in last 1 year is -10.10%, in last 3 years is 4.59% and 44.27% since scheme launch. The min. SIP amount to invest in this scheme is ₹1000.
Scheme Details
| AUM: | ₹307.20 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
₹142,750.10 Cr
AUM
108
Schemes
Address
"Axis House" - 1st Floor,C-2 - Wadia International Centre,Pandurang Budhkar Marg , Worli,400025
Phone Number
Phone : 022-24255161
Fax : 022-43255199
