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

Moderately High
9 yrs 8 monthsStarted on:23 Aug 2010
₹ 307.2 Cras on: 03 Apr 2020
Medium Horizon
2.33%
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)
3 YR0.27

SIP Returns

TenureReturns (CAGR)

Portfolio

Company Name% Assets
Avenue Supermarts Ltd.5.15
Kotak Mahindra Bank Ltd.5.01
Bajaj Finance Ltd.4.94
Housing Development Finance Corpn. Ltd.4.68
HDFC Bank Ltd.3.83
ICICI Bank Ltd.3.46
Tata Consultancy Services Ltd.3.34
Reliance Industries Ltd.2.66
LIC Housing Finance Ltd. 23/08/2021 7.24%1.96
Larsen & Toubro Ltd.1.94

Top Sectoral Holdings

Sector Name% Assets
Financial24.25
Services8.42
Chemicals6.44
Construction6.05
Automobile5.78
Technology5.05
Energy4.14
Healthcare2.44
FMCG2.26
Metals1.85

Indicators

LabelValue
Portfolio turnover ratio94
Standard Deviation13.5%
Beta1.07%

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