SENSEX NIFTY
You are here : Moneycontrol > Mutual Funds > Debt Oriented Hybrid Speciality Funds > Axis Mutual Fund > Axis Triple Advantage Fund - Direct Plan (G)

Axis Triple Advantage Fund - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
14.933 0.03 (0.19%)

NAV as on 26 Nov, 2014

CRISIL MF RANK

Not Ranked

Scheme Risk Grade

  MEDIUM RISK

MEDIUM RISK

  • For investors looking at income with capital growth over short to medium term.
  • Ideal for those who seek diversification between debt and equity,with reduction in risk and optimal returns.
OR
Add to Watchist
Have you invested in these stocks? You can track them better in your Portfolio
ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2014) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Benchmark Index:
 
View Historic Graph From     To     

Returns (NAV as on 26 Nov, 2014)

Period Returns (%) Rank #
1 mth 2.2 17
3 mth 4.1 18
6 mth 9.8 16
1 year 17.2 18
2 year - -
3 year - -
5 year - -

# Moneycontrol Rank within 37 Debt Oriented Hybrid Speciality Funds Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 2.8 7.2 2.0 - -
2013 -3.0 -2.4 1.7 3.2 0.1

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Debt Oriented Hybrid Speciality Funds)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 2.2 4.1 9.8 17.2 -- -- --
Category avg 1.7 3.3 8.3 16.5 5.0 4.3 2.1
Difference of Fund returns and Category returns 0.5 0.8 1.5 0.7 -- -- --
Best of category 3.5 7.7 25.6 38.3 24.1 19.7 14.6
Worst of category -1.2 -1.5 0.6 0.9 0.8 3.4 6.1
Benchmark returns # 6.3 7.0 16.1 40.2 21.8 20.5 11.4
Difference of Fund returns and Benchmark returns -4.1 -2.9 -6.3 -23.0 -- -- --
# Benchmark Index: CNX NIFTY

Investment Info

Investment Objective

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.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jan 01, 2013
Benchmark CNX NIFTY
Asset Size (Rs cr) 1.51 (Sep-30-2014)
Minimum Investment Rs.5000
Last Dividend N.A.
Bonus N.A.
Fund Manager R. Sivakumar / Sudhanshu Asthana
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 3.00%
Load Comments Exit load of 3% if redeemed / switched-out within 1 year from the date of allotment, 2% if redeemed / switched-out after 1 year and upto 2 years from the date of allotment and 1% if redeemed / switched-out after 2 years and upto 3 years from the date of allotment.

Contact Details

Regd. Office Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai, 400025
Tel. No. 022 - 43255161
Fax No. 022 43255199
Email customerservice@axismf.com
Website http://www.axismf.com

Peer Comparison

Debt Oriented Hybrid Speciality Funds Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
UTI Childrens Career Bal - Direct Not Ranked
8.17 7.1 14.7 31.7 -- --
UTI Childrens Career Balanced Not Ranked
3,173.26 7.1 14.7 31.6 16.8 12.1
Axis Triple Advantage Fund (G) Not Ranked
524.45 3.9 9.2 15.6 10.2 --
Axis Triple Advantage - Direct (G) Not Ranked
1.51 4.1 9.8 17.2 -- --
UTI CRTS 81 - Direct (G) Not Ranked
8.43 5.3 10.4 23.8 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Oct 31, 14)

Equity Sector Value
(Rs cr)
Asset %
Larsen Engineering 12.66 2.52
ICICI Bank Banking/Finance 11.52 2.30
HDFC Bank Banking/Finance 11.38 2.27
TCS Technology 11.35 2.26
Kotak Mahindra Banking/Finance 11.26 2.24
HDFC Banking/Finance 10.04 2.00
Sundaram Fin Banking/Finance 8.21 1.63
Cummins Engineering 8.20 1.63
Thermax Engineering 7.64 1.52
Wipro Technology 6.40 1.27

Full Portfolio

Sector Allocation (Oct 31, 14)

Sector %

1-Year

HighLow

Banking/Finance 11.93 11.93 7.10
Engineering 6.46 7.07 1.13
Automotive 3.96 5.77 1.75
Technology 3.53 7.08 3.33
Miscellaneous 2.35 2.36 0.37
Pharmaceuticals 2.26 5.11 2.05

View All Sectors

Asset Allocation (%)(Oct 31, 14)

Equity 38.70
Others 0.00
Debt 33.38
Mutual Funds 28.37
Money Market 0.00
Cash / Call -0.45

View All

Concentration

Holdings (%)
Top 5 11.59
Top 10 19.64
Sector (%)
Top 3 22.35

News & Videos

News

Messages & Community

Explore Moneycontrol

Copyright © e-Eighteen.com Ltd. All rights reserved. Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express written permission of moneycontrol.com is prohibited.