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
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

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

SIP Returns

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


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
Cons Durable1.72


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