Axis Triple Advantage Fund Direct Plan
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.
Suitability
This product is suitable for investors who are seeking
• capital appreciation & generating income over long term.
• Investment in a diversified portfolio of equity and equity related instruments, fixed income instruments & gold Exchange Traded Funds
Fund Info
Scheme Type
Open-ended
Scheme Category
Multi Asset Allocation
Benchmark Type
Nifty 50 Index
Scheme AUM (in Crs.)
₹ 282.07
Expense Ratio
1.15%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 89720
Min Subscription
₹ 5000
Min Addition Subscription
₹ 100
Fund Info
| Scheme Type | Open-ended |
|---|---|
| Scheme Category | Multi Asset Allocation |
| Benchmark Type | Nifty 50 Index |
| Scheme AUM (in Crs.) | ₹ 282.07 |
| Expense Ratio | 1.15% |
| Scheme Class | Hybrid |
| AMC AUM (in Crs.) | ₹ 89720 |
| Min Subscription | ₹ 5000 |
| Min Addition Subscription | ₹ 100 |
Performance
Comparison
Portfolio
AMC Details
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
Axis Gold ETF
Mutual Fund - ETF
11
HDFC Bank Ltd
Equity
7
Bajaj Finance Ltd
Equity
5
Tata Consultancy Services Ltd
Equity
5
Kotak Mahindra Bank Ltd
Equity
5
Housing Development Finance Corp Ltd
Equity
4
08.06 KA SDL 2029
Bond - Gov't Treasury
4
Indiabulls Housing Finance Limited
Cash - Commercial Paper
4
ICICI Bank Ltd
Equity
3
Divi's Laboratories Ltd
Equity
3
Asset Allocation(%)
Equity
69
Mutual Fund - ETF
11
Bond - Corporate Bond
9
Bond - Gov't Treasury
4
Cash - Commercial Paper
4
Sector Allocation(%)
Sector
Percent
Banks - Regional - Asia
16
Mutual Fund - ETF
11
Bond - Corporate Bond
9
Information Technology Services
8
Specialty Finance
6
Axis Asset Mutual Fund
AUM
₹89,720 Cr
About
Axis mutual fund was established in October 2009 and since then it has made a mark in the mutual fund industry. Axis mutual fund claims that the reason for it to reach the peak of success is because of the three principles they follow strictly, which is, long-term wealth creation, customers view and long-term relationship.##Axis Mutual Fund houses more than 50 schemes, it has over 20 lakh investors investing with them and is present in over 90 cities. Their main motto is to take any fund decision keeping a customer centric approach in mind. The AMC commits to keep investors at the heart of every decision.##They also aim to provide quality financial and investment solutions. Axis wants its investors to think long-term when it comes to mutual fund investing and they want their investors to optimize their money through mutual funds.
Launch Date
04 Sep 2009
Sponsor
NA
Email
Phone
1800 221 322
Address
Axis House, 1st Floor, C-2, Wadia International Centre,,Pandurang Budhkar Marg, Worli,, Mumbai - 400025
Axis Asset Mutual Fund
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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Mutual Funds investments are subject to market risks, read all scheme related documents carefully.