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Axis Triple Advantage Fund (D) SET SMS ALERT

10.772
0.04 (0.37%)
NAV as on Apr-23-2014
ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL 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 Apr-23-2014)

Period Returns (%) Rank #
1 mth 1.5 24
3 mth 3.8 19
6 mth 3.2 26
1 year 8.8 19
2 year 7.8 9
3 year 7.8 7
5 year - -

# Moneycontrol Rank within 36 Debt Oriented Hybrid Speciality Funds Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 2.7 - - - -
2013 -2.9 -2.6 1.6 2.9 -0.3
2012 5.7 2.3 -1.0 2.2 10.4
2011 -1.4 1.5 -5.1 -1.1 -6.7
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 1.5 3.8 3.2 8.8 7.8 7.8 --
Category avg 2.2 4.4 5.8 9.0 3.6 2.7 2.2
Difference of Fund returns and Category returns -0.7 -0.6 -2.6 -0.2 4.2 5.1 --
Best of category 5.4 11.2 13.5 20.3 16.0 11.4 13.6
Worst of category 0.8 1.0 -0.3 3.4 4.1 5.4 5.1
Benchmark returns # 4.9 7.5 9.9 16.8 14.5 5.1 15.4
Difference of Fund returns and Benchmark returns -3.4 -3.7 -6.7 -8.0 -6.7 2.7 --
# 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 Dividend
Launch date Jul 29, 2010
Benchmark CNX NIFTY
Asset Size (Rs cr) 404.51 (Dec-31-2013)
Minimum Investment Rs.5000
Last Dividend Rs.0.60 (Apr-17-2014)
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 1.00%
Load Comments Exit load 1% if redeemed / switched out within 2 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
2,782.53 7.1 11.2 13.2 8.8 12.1
UTI CRTS 81(G) Not Ranked
335.01 5.5 7.6 11.8 10.4 13.0
Canara Robeco InDiGo Fund (G) Not Ranked
283.22 1.3 1.2 6.4 7.4 --
UTI Mahila Unit Scheme (G) Not Ranked
200.96 4.5 6.2 7.7 5.6 9.0
Kotak Multi Asset Allocation (G) Not Ranked
99.35 3.0 4.3 4.2 7.1 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 14)

Equity Sector Value
(Rs cr)
Asset %
Infosys Technology - 2.90
TCS Technology - 2.79
HDFC Bank Banking/Finance - 2.33
Dr Reddys Labs Pharmaceuticals - 1.94
HDFC Banking/Finance - 1.58
Kotak Mahindra Banking/Finance - 1.57
Motherson Sumi Automotive - 1.48
Lupin Pharmaceuticals - 1.44
ITC Tobacco - 1.43
M&M Automotive - 1.41

Full Portfolio

Sector Allocation (Feb 28, 14)

Sector %

1-Year

HighLow

Banking/Finance 9.26 12.47 6.64
Technology 7.08 7.08 3.25
Pharmaceuticals 5.11 5.11 1.68
Automotive 3.58 3.58 1.44
Engineering 3.55 3.55 1.13
Cement 1.55 3.26 1.55

View All Sectors

Asset Allocation (%)(Feb 28, 14)

Equity 37.03
Others 1.16
Debt 18.76
Mutual Funds 28.80
Money Market 10.63
Cash / Call 3.58

View All

Concentration

Holdings (%)
Top 5 11.54
Top 10 18.87
Sector (%)
Top 3 21.45

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