SENSEX NIFTY
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Axis Triple Advantage Fund (G) SET SMS ALERT

14.199
0.09 (0.62%)
NAV as on Oct-20-2014
NAV as on Oct-20-2014
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:
 
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Returns (NAV as on Oct-20-2014)

Period Returns (%) Rank #
1 mth -0.3 17
3 mth 1.6 23
6 mth 8.0 20
1 year 12.0 20
2 year 7.6 11
3 year 9.7 9
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 2.7 6.4 1.8 - -
2013 -2.9 -2.6 1.6 2.9 -0.3
2012 5.7 2.3 6.6 2.2 18.9
2011 -1.3 1.5 2.4 -1.1 0.7
2010 - - 3.0 1.5 4.7

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 -0.3 1.6 8.0 12.0 7.6 9.7 --
Category avg -0.5 2.0 8.4 14.1 4.6 4.0 2.0
Difference of Fund returns and Category returns 0.2 -0.4 -0.4 -2.1 3.0 5.7 --
Best of category 0.9 6.0 25.6 38.3 24.1 19.7 13.7
Worst of category -3.7 -1.9 0.2 0.7 1.3 4.5 5.8
Benchmark returns # -3.3 2.5 15.6 27.0 17.4 15.7 9.0
Difference of Fund returns and Benchmark returns 3.0 -0.9 -7.6 -15.0 -9.8 -6.0 --
# 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 Jul 29, 2010
Benchmark CNX NIFTY
Asset Size (Rs cr) 601.34 (Jun-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 Balanced Not Ranked
3,009.92 4.9 15.0 27.7 14.6 11.2
SBI EDGE Fund (G) Not Ranked
11.81 0.7 4.3 5.7 6.2 5.8
Axis Triple Advantage Fund (G) Not Ranked
601.34 1.6 8.0 12.0 9.7 --
UTI CRTS 81(G) Not Ranked
341.59 3.2 10.8 18.9 14.7 11.9
UTI Mahila Unit Scheme (G) Not Ranked
195.34 3.3 11.5 18.3 10.0 8.0
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Sep 30, 14)

Equity Sector Value
(Rs cr)
Asset %
TCS Technology 12.43 2.37
Larsen Engineering 11.64 2.22
HDFC Bank Banking/Finance 11.38 2.17
Kotak Mahindra Banking/Finance 10.65 2.03
ICICI Bank Banking/Finance 10.59 2.02
HDFC Banking/Finance 10.02 1.91
Sundaram Fin Banking/Finance 8.23 1.57
Thermax Engineering 8.18 1.56
Cummins Engineering 7.87 1.50
Wipro Technology 7.08 1.35

Full Portfolio

Sector Allocation (Sep 30, 14)

Sector %

1-Year

HighLow

Banking/Finance 11.18 11.48 7.10
Engineering 6.03 7.07 1.13
Automotive 4.46 5.77 1.75
Technology 3.72 7.08 3.33
Miscellaneous 2.36 2.36 0.37
Pharmaceuticals 2.28 5.11 2.05

View All Sectors

Asset Allocation (%)(Sep 30, 14)

Equity 37.81
Others 0.00
Debt 32.27
Mutual Funds 28.97
Money Market 0.00
Cash / Call 0.95

View All

Concentration

Holdings (%)
Top 5 10.81
Top 10 18.70
Sector (%)
Top 3 21.67

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