Axis Triple Advantage Fund (Hybrid, Hybrid Others)

Moderately High
7 yrs 10 monthsStarted on:23 Aug 2010
₹ 302.04 Cras on: 22 May 2018
Medium Horizon
1.75%
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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Tenure

TenureReturns (CAGR)
YTD1.47
3 Month2.05
1 YR9.35
2 YR9.25
3 YR6.68

SIP Returns

TenureReturns (CAGR)
1 YR5.94
2 YR7.7
3 YR8.19
5 YR8.25

Portfolio

Company Name% Assets
East West Pipeline Ltd. 22/08/2021 10.25%6.55
Rural Electrification Corpn. Ltd. 06/02/2025 8.27%4.93
GOI 30/09/2030 9.20%4.53
Tata Power Co. Ltd. 21/08/20724.17
HDFC Bank Ltd.3.41
Hindalco Industries Ltd. 25/04/2022 9.55%3.41
Kotak Mahindra Bank Ltd.2.47
Rural Electrification Corpn. Ltd. 21/12/2024 8.57%2
Housing Development Finance Corpn. Ltd.1.99
Maruti Suzuki India Ltd.1.71

Top Sectoral Holdings

Sector Name% Assets
Financial15.72
Automobile7.31
Chemicals4.63
Services3.78
Construction3.22
Healthcare1.39
Engineering0.86
Technology0.57

Indicators

LabelValue
Standard Deviation5.78%
Beta0.97%
Sharpe Ratio0.59

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

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