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Partner With Us NRI

Mar 20, 2023


Category

Hybrid

AUM (Cr.)

1,478.17

Exit Load (%)

0.00

Min Inv Lumpsum

500

Expense Ratio

2.11

Sharpe Ratio

-2.41

Beta Ratio

0.00

Fund Manager

R Sivakumar

Inception Date

Aug 23, 2010

Risk Level

Very High

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.

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Return Calculator

Investment Type

SIP Lumpsum

Company

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - AXIS Triple Advantage Fund (G) -4.47 -6.69 -7.69 16.14 8.84 8.45
Benchmark - Crisil Composite Bond Fund Index 0 0 0 0 0 0
Category Average - BEST HYBRID PERFORMERS -1.67 0.01 3.12 22.66 11.1 8.73
Category Rank 4/2 3/2 3/2 1/2 1/2 2/2
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
SBI Multi Asset Allocation Fund (G) 39.1302 0.19 4.80 15.16 8.75 609.12 1.83 5,000.00 invest
Nippon India Multi Asset Fund (G) 13.3346 0.10 1.70 0.00 0.00 1,133.86 1.84 5,000.00 invest
Nippon India Multi Asset Fund (IDCW) 13.3346 0.10 1.70 0.00 0.00 1,133.86 1.84 5,000.00 invest
Baroda BNP Paribas Multi Asset Fund - Reg (IDCW) 9.8552 0.05 0.00 0.00 0.00 1,316.28 2.37 5,000.00 invest
ICICI Pru Multi-Asset Fund (IDCW) 24.7530 -87.17 10.00 30.12 12.59 16,449.61 1.86 5,000.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)
4 Months Trends
Indian Mutual Funds-AXIS Gold ETF Feb 28, 2023 202.45 13.70 -2.34
Equity-Bajaj Finance Feb 28, 2023 88.63 6.00 3.83
Equity-H D F C Feb 28, 2023 87.42 5.91 -0.51
Equity-ICICI Bank Feb 28, 2023 82.67 5.59 -7.52
Equity-TCS Feb 28, 2023 77.24 5.23 -1.37
Equity-Avenue Super. Feb 28, 2023 71.50 4.84 -2.44
Equity-Infosys Feb 28, 2023 67.12 4.54 -3.01
Equity-Reliance Industr Feb 28, 2023 65.59 4.44 -1.33
Equity-Kotak Mah. Bank Feb 28, 2023 52.70 3.57 -16.53
Equity-HDFC Bank Feb 28, 2023 49.99 3.38 -19.55

latest news

Axis MF Announces Income Distribution cum Capital Withdrawal (IDCW) under its schemes

Axis Mutual Fund has announced 23 March 2023 as the record date for declara...

Mar 21, 2023 09:37

AXIS MF Announces change in fund managers under its schemes

AXIS Mutual Fund has announced change in fund managers under the following ...

Mar 17, 2023 09:55

Axis NIFTY G-Sec September 2032 Index Fund Announces Extension of NFO period

Axis Mutual Fund has announced that New Fund Offer (NFO) Period of the Sche...

Mar 13, 2023 10:31

Axis Mutual Fund Announces merger of Axis Capital Builder Fund Series 4 (1582 Days) into Axis Flexi Cap Fund

Axis Mutual Fund has approved the merger of Axis Capital Builder Fund Serie...

Mar 13, 2023 09:49

Axis MF Announces Income Distribution cum Capital Withdrawal (IDCW) under its schemes

Axis Mutual Fund has announced 13 March 2023 as the record date for declara...

Mar 09, 2023 09:13

AXIS MF Announces change in fund managers under its schemes

AXIS Mutual Fund has announced change in fund managers under the following ...

Mar 02, 2023 11:01

SCHEME DETAILS

AMC Name : Axis Mutual Fund
Fund Name : AXIS Triple Advantage Fund (G)
Contact Persone : R Sivakumar
Registered Address : Axis House, 1st Floor,C-2, Wadiainternational centre,PandurangBudhkar Marg, Worli, Mumbai - 400025
Telephone No : 022-43255161
Fax No. : 022-43255199
Email : customerserivce:axismf.com
Website : www.axismf.com