Axis Triple Advantage (Hybrid, Hybrid Multi Asset Alloca)

Moderately High
8 yrs 6 monthsStarted on:23 Aug 2010
₹ 272.73 Cras on: 15 Feb 2019
Medium Horizon
2.34%
Capital Growth and Income

Minimum Investment

  • ₹ 100.00 for Lumpsum

Investment Objective

The fund seeks to generate regular income through investments in diversified portfolio of equity and equity related instruments, fixed income securities and gold exchange traded funds.

Exit Load

Scheme Documents

Similar Funds
ICICI Pru Multi Asset
Current NAV 244.34
Return (CAGR) 21.66%
Value Research NA
HDFC Dynamic PE Ratio Fund of Funds
Current NAV 17.58
Return (CAGR) 8.36%
Value Research
SBI Multi Asset Allocation
Current NAV 25.81
Return (CAGR) 7.47%
Value Research NA
UTI Multi Asset
Current NAV 32.62
Return (CAGR) 12.23%
Value Research
Aditya Birla SL Financial Planning FoF Conservative
Current NAV 17.71
Return (CAGR) 7.62%
Value Research NA
Franklin India Multi Asset Solution
Current NAV 12.16
Return (CAGR) 4.75%
Value Research

Tenure

TenureReturns (CAGR)
3 Month0.77
2 YR5.53
3 YR6.81

SIP Returns

TenureReturns (CAGR)
2 YR0.82
3 YR3.26
5 YR4.97

Portfolio

Company Name% Assets
HDFC Bank Ltd.6.84
Tata Consultancy Services Ltd.5.8
Bajaj Finance Ltd.5.63
Kotak Mahindra Bank Ltd.4.66
Housing Development Finance Corpn. Ltd.4.31
GOI 16/04/2023 7.37%3.69
Indiabulls Housing Finance Ltd. 29/05/20193.57
Infosys Ltd.3.02
ICICI Bank Ltd.3.01
Maruti Suzuki India Ltd.2.96

Top Sectoral Holdings

Sector Name% Assets
Financial28.7
Automobile9.09
Technology8.82
Services4.98
Chemicals4.88
FMCG3.14
Healthcare2.69
Construction2.41
Textiles1.76
Cons Durable1.72

Indicators

LabelValue
Portfolio turnover ratio106
Standard Deviation8.55%
Sharpe Ratio0.09

R Sivakumar,Ashish Naik

Mr. Sivakumar is a B.Tech from IIT Madras and MBA from IIM Ahmedabad.Mr. Naik is a B.E from Mumbai University and MBA from XLRI, Jamshedpur.
Prior to joining Axis AMC he has worked with Fortis Investment Management Ltd. Sundaram Mutual Fund (2001-2004), Zurich India and ITC Threadneedle.Prior to joining Axis Mutual Fund he was associated with organizations such as Goldman Sachs and has over 7 years of experience as an Equity Analyst.

Other Funds Managed by R Sivakumar,Ashish Naik