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3 Year return
11.23%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 IDCW Reinvestment
Axis Triple Advantage Fund Direct Plan IDCW Reinvestment is an actively managed equity fund managed by Axis Mutual Fund. It is a direct plan, which means that you will pay lower fees than if you invested in a regular plan. The fund has an IDCW (in-built dividend reinvestment) option, which means that your dividends will be reinvested in the fund on a monthly basis.
Investment Objective of The Scheme
The investment objective of Axis Triple Advantage Fund Direct Plan IDCW Reinvestment is to generate long-term capital appreciation by investing in a diversified portfolio of equity, debt, and money market instruments. The fund seeks to achieve its objective by investing in a mix of equity stocks, debt securities, and money market instruments that are expected to generate returns from three sources: Capital appreciation: The fund invests in equity stocks that are expected to grow over the long term. Income: The fund invests in debt securities that are expected to generate regular income. Liquidity: The fund invests in money market instruments that are expected to provide liquidity.
Key Features of The Fund
| 5-year return | 14.16% |
| Expense Ratio | 1.27% |
| Fund Manager | R Sivakumar |
| Fund Size | ₹1202.42 Cr |
| Risk Profile | Very High |
Is This Scheme Right for Me?
Axis Triple Advantage Fund Direct Plan IDCW Reinvestment can be a good option for investors who are looking for a balanced investment with the potential for moderate returns. The fund is suitable for investors who have a moderate risk tolerance and are looking for an investment that can help them achieve their long-term financial goals.
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.
