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 Class | Hybrid |
| Scheme Category | Multi Asset Allocation |
| Benchmark Type | Nifty 50 Index |
| Expense Ratio | 1.1% |
| Min subscription | ₹ 5,000 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 281 |
| AMC AUM (in Crs.) | ₹ 89,720 |
| Min Addition Subscription | ₹ 100 |
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 0 | 0 | 8.43% |
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| Axis Gold ETF | Mutual Fund - ETF | 14 |
| HDFC Bank Ltd | Equity | 6 |
| Kotak Mahindra Bank Ltd | Equity | 5 |
| Bajaj Finance Ltd | Equity | 5 |
| Tata Consultancy Services Ltd | Equity | 5 |
| Reliance Industries Ltd | Equity | 4 |
| Housing Development Finance Corp Ltd | Equity | 4 |
| ICICI Bank Ltd | Equity | 4 |
| Net Receivables / (Payables) | Cash | 3 |
| LIC Housing Finance Limited | Bond - Corporate Bond | 3 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Equity | 72 |
| Mutual Fund - ETF | 14 |
| Bond - Corporate Bond | 11 |
| Cash | 3 |
| Cash - Collateral | 0 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Financial Services | 29 |
| Mutual Fund - ETF | 14 |
| Bond - Corporate Bond | 11 |
| Basic Materials | 8 |
| Consumer Cyclical | 8 |
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.
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AddressCalculate Returns
Investment DurationYears6Months0
Investment Amount₹ 10000
Return Amount₹ 4185
Return Rate6 %
Duration6y 0m