No NFO data available for this page.
3 Year return
11.24%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹1202.42 Cr.
Expense Ratio
1.27% (inclusive of GST)
Exit Load
If redeemed/swich out within 12 months from the date of allotment: - For 10% of investment : Nil - For remaining investment : 1% NIL - If redeemed/switch out after 12 months from the date of allotment.
Tax Implications
Withdrawal within 1 year
Exit load + 15% tax on gains
Withdrawal after 1 year
10% tax on gains over ₹1 Lakh per financial year
Fund Holdings
| Other Holdings | % of Asset |
|---|---|
| C C I | 3.39 % |
| TCS | 2.56 % |
| Bharti Airtel | 2.47 % |
| Larsen & Toubro | 2.35 % |
| Blue Star | 2.12 % |
| GSEC2063 | 2.06 % |
| P I Industries | 2.03 % |
| Infosys | 1.93 % |
| GSEC2053 | 1.66 % |
| Net CA & Others | 1.6 % |
| NTPC | 1.59 % |
| Cummins India | 1.48 % |
| United Spirits | 1.45 % |
| ITC | 1.42 % |
| Bajaj Finserv | 1.4 % |
| Ambuja Cements | 1.36 % |
| Bajaj Finance | 1.29 % |
| GSEC2033 | 1.25 % |
| Varun Beverages | 1.25 % |
| Cholaman.Inv.&Fn | 1.24 % |
| Avenue Super. | 1.2 % |
| Tata Motors | 1.19 % |
| Sansera Enginee. | 1.18 % |
| SKF India | 1.16 % |
| KEI Industries | 1.16 % |
| Godrej Propert. | 1.1 % |
| St Bk of India | 1.08 % |
| Sumitomo Chemi. | 1.07 % |
| Clean Science | 1.07 % |
| Coal India | 1.04 % |
| St Bk of India | 1.03 % |
| KFin Technolog. | 1.02 % |
| Divi's Lab. | 0.98 % |
| J B Chem & Pharm | 0.96 % |
| Sun Pharma.Inds. | 0.94 % |
| ICICI Lombard | 0.92 % |
| Cipla | 0.91 % |
| Sona BLW Precis. | 0.88 % |
| Uno Minda | 0.87 % |
| Apollo Hospitals | 0.85 % |
| Bharti Telecom | 0.84 % |
| HDFC Bank | 0.83 % |
| O N G C | 0.82 % |
| FSN E-Commerce | 0.82 % |
| N A B A R D | 0.82 % |
| Shree Cement | 0.82 % |
| Life Insurance | 0.81 % |
| Jindal Steel | 0.79 % |
| H P C L | 0.78 % |
| Hind. Unilever | 0.77 % |
| Godrej Consumer | 0.76 % |
| Indian Bank | 0.73 % |
| SBI Life Insuran | 0.72 % |
| Zomato Ltd | 0.68 % |
| Chalet Hotels | 0.68 % |
| Interglobe Aviat | 0.67 % |
| Team Lease Serv. | 0.65 % |
| CreditAcc. Gram. | 0.63 % |
| GPT Healthcare | 0.6 % |
| Maruti Suzuki | 0.53 % |
| M T N L | 0.5 % |
| HDFC Life Insur. | 0.49 % |
| M & M | 0.47 % |
| Power Fin.Corpn. | 0.44 % |
| TMF Business Ser | 0.42 % |
| HDFC Bank | 0.42 % |
| Gsec2054 | 0.42 % |
| RAJASTHAN SDL 31-MAR-26 | 0.42 % |
| GSEC2034 | 0.39 % |
| India Infra Fin | 0.24 % |
| Fine Organic | 0.23 % |
| Jio Financial | 0.16 % |
| Bharat Hig.InvIT | 0.15 % |
| Max Healthcare | 0.09 % |
| Bajaj Finserv | -0.44 % |
| Reliance Industr | -0.46 % |
| ICICI Bank | -1.31 % |
Axis Mutual Fund Managers
RS
R Sivakumar
Fund Manager since Aug 2010
Fund House Details
Axis Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
|
Funds
|
3 Y Returns
|
ARQ Rating
|
|---|---|---|
|
Quant Multi Asset Fund IDCW Direct Plan Payout |
26.94% |
4 |
|
ICICI Prudential Multi Asset Fund Direct Plan IDCW Payout |
23.85% |
5 |
|
SBI Multi Asset Allocation Fund Direct Plan Quarterly IDCW Payout |
15.86% |
4 |
Schemes by Axis Mutual Fund
List of mutual fund schemes by AMC
Other . FoFs Domestic
Axis All Seasons Debt Fund of Funds Direct Plan Annual IDCW Payout
Other . FoFs Domestic
Axis All Seasons Debt Fund of Funds Direct Plan Annual IDCW Reinvestment
Other . FoFs Domestic
Axis All Seasons Debt Fund of Funds Direct Plan Growth
Other . FoFs Domestic
Axis All Seasons Debt Fund of Funds Direct Plan Half Yearly Dividend Option Payout
Other . FoFs Domestic
Axis All Seasons Debt Fund of Funds Direct Plan Half Yearly Dividend Option Reinvestment
About Axis Triple Advantage Fund Direct Plan Growth
Axis Triple Advantage Fund Direct Plan Growth is a mutual fund investment scheme from Axis Mutual Fund. This is a multi-asset fund that allows investors to take advantage of diversification by investing in multiple asset classes. The scheme predominantly invests in equities, with portions allocated to bonds and gold investments. In equity investment, it invests in a blend of high-quality equity and equity-related securities across large-cap, mid-cap, and small-cap companies.
Investment Objective of the Scheme
The fund focuses on generating long-term capital gains from investing in a diversified portfolio. This fund invests in asset classes according to market conditions and future market outlook to offer an all-weather long-term investment strategy, low volatility due to diversification, and lower downside risks. The equity allocation in the fund provides long-term capital growth, while bond investments offer stability to the portfolio, and gold provides support against macroeconomic and situational risks.
Key Features of The Fund
| 5-year return | 14.27% |
| Expense Ratio | 1.27% |
| Fund Manager | R Sivakumar |
| Fund Size | ₹1202.42 Cr |
| Risk Profile | Very High |
Is This Scheme Right for Me?
The Axis Triple Advantage Fund is a balanced fund investment scheme that invests in multi-asset securities. If your aim is to gain exposure to different asset classes through investing in a diversified portfolio, and generate long-term capital growth, Axis Triple Advantage Fund DirectPlan Growth might catch your attention. Make sure to evaluate your overall financial goals and risk appetite before investing.
AMC Contact Details
| Name | Axis Mutual Fund |
| Launch Date | January 2009 |
| Addresss | Axis House, First Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai - 400025 |
| Contact | 8108622211 |
| customerservice@axismf.com | |
| Website | https://www.axismf.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
