Axis Triple Advantage Fund (Hybrid, Hybrid Multi Asset Alloca)

Moderately High
9 yrs 2 monthsStarted on:23 Aug 2010
₹ 271.07 Cras on: 18 Oct 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

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Tenure

TenureReturns (CAGR)
YTD12.21
1 Month7.18
3 Month5.50
1 YR18.76
2 YR7.76
3 YR7.76

SIP Returns

TenureReturns (CAGR)
1 YR19.98
2 YR10.98
3 YR9.72
5 YR8.58

Portfolio

Company Name% Assets
HDFC Bank Ltd.6.71
Bajaj Finance Ltd.6.7
Kotak Mahindra Bank Ltd.5.83
Tata Consultancy Services Ltd.4.97
Karnataka State 27/03/2029 8.06%3.9
Housing Development Finance Corpn. Ltd.3.68
ICICI Bank Ltd.3.42
Divi's Laboratories Ltd.2.84
Infosys Ltd.2.48
Avenue Supermarts Ltd.2.33

Top Sectoral Holdings

Sector Name% Assets
Financial31.68
Technology7.45
Chemicals7.03
Services5.56
Automobile4.62
Healthcare3.84
Construction2.81
Energy2.39
Cons Durable2.01
Textiles1.62

Indicators

LabelValue
Portfolio turnover ratio72
Standard Deviation8.87%
Beta0.93%
Sharpe Ratio0.15

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 BNP Paribas Mutual Fund, Sundaram Mutual Fund (2001-2004), HDFC Mutual Fund 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