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Axis Triple Advantage Fund (D) SET SMS ALERT

11.399
0.01 (0.05%)
NAV as on Jul-25-2014
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 Jul-25-2014)

Period Returns (%) Rank #
1 mth 1.5 12
3 mth 5.7 22
6 mth 10.8 21
1 year 15.6 17
2 year 10.3 11
3 year 9.6 6
5 year - -

# Moneycontrol Rank within 39 Debt Oriented Hybrid Speciality Funds Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 2.7 0.8 - - -
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 5.7 10.8 15.6 10.3 9.6 --
Category avg 1.2 6.0 10.5 15.0 5.0 3.0 2.1
Difference of Fund returns and Category returns 0.3 -0.3 0.3 0.6 5.3 6.6 --
Best of category 3.4 18.0 33.0 39.8 23.5 14.6 13.5
Worst of category -0.2 -1.3 -0.2 3.7 2.0 6.3 5.7
Benchmark returns # 1.8 14.6 26.5 32.9 22.1 12.2 11.2
Difference of Fund returns and Benchmark returns -0.3 -8.9 -15.7 -17.3 -11.8 -2.6 --
# 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) 319.10 (Jun-30-2014)
Minimum Investment Rs.5000
Last Dividend Rs.0.47 (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 12 months 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 10.1 18.2 25.6 12.0 11.5
Axis Triple Advantage Fund (G) Not Ranked
601.34 5.7 10.8 15.6 9.6 --
UTI Mahila Unit Scheme (G) Not Ranked
195.34 8.1 13.5 18.7 7.9 8.4
HDFC Debt-Cancer Cure 2014-100% -DP Not Ranked
110.71 2.8 0.0 -- -- --
Canara Robeco InDiGo Fund (G) Not Ranked
163.61 -1.1 0.3 5.1 6.3 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jun 30, 14)

Equity Sector Value
(Rs cr)
Asset %
Larsen Engineering 17.20 2.86
TCS Technology 12.87 2.14
HDFC Bank Banking/Finance 12.57 2.09
ICICI Bank Banking/Finance 12.27 2.04
Motherson Sumi Automotive 11.18 1.86
Thermax Engineering 10.76 1.79
HDFC Banking/Finance 10.64 1.77
Kotak Mahindra Banking/Finance 10.52 1.75
Cummins Engineering 9.32 1.55
Tata Power Utilities 7.76 1.29

Full Portfolio

Sector Allocation (Jun 30, 14)

Sector %

1-Year

HighLow

Banking/Finance 10.60 11.48 6.64
Engineering 7.07 7.07 1.13
Automotive 5.10 5.77 1.75
Technology 3.33 7.08 3.33
Utilities 2.18 2.18 0.72
Pharmaceuticals 2.05 5.11 1.99

View All Sectors

Asset Allocation (%)(Jun 30, 14)

Equity 38.46
Others 0.00
Debt 30.68
Mutual Funds 28.47
Money Market 0.00
Cash / Call 2.39

View All

Concentration

Holdings (%)
Top 5 10.99
Top 10 19.14
Sector (%)
Top 3 22.77

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