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 | 1.15% |
| Min subscription | ₹ 5,000 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 282 |
| AMC AUM (in Crs.) | ₹ 89,720 |
| Min Addition Subscription | ₹ 100 |
Performance
Comparison
Portfolio
AMC Details
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 1000 | 1000 | 7.5% | |
| 1000 | 1000 | 12.02% | |
| 500 | 500 | 9.28% | |
| 1000 | 1000 | 12.69% | |
| 1000 | 1000 | 9.17% | |
| 1000 | 1000 | 8.19% | |
| 1000 | 1000 | 12.0% | |
| 1000 | 1000 | 12.78% | |
| 1000 | 1000 | 10.24% |
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(%)
| Asset | Percent |
|---|---|
| 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.
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
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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