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

Moderately High
9 yrs 1 monthsStarted on:23 Aug 2010
₹ 261.39 Cras on: 22 Aug 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)
YTD3.17
2 YR4.54
3 YR5.03

SIP Returns

TenureReturns (CAGR)
1 YR3.83
2 YR3.16
3 YR4.55
5 YR5.62

Portfolio

Company Name% Assets
HDFC Bank Ltd.6.39
Kotak Mahindra Bank Ltd.5.59
Bajaj Finance Ltd.5.58
Tata Consultancy Services Ltd.5.41
Housing Development Finance Corpn. Ltd.4.1
Karnataka State 27/03/2029 8.06%4.08
National Bank For Agriculture & Rural Development 8.50%3.55
ICICI Bank Ltd.3.48
Divi's Laboratories Ltd.2.89
Infosys Ltd.2.54

Top Sectoral Holdings

Sector Name% Assets
Financial30.1
Technology7.95
Chemicals6.34
Services6.04
Automobile4.67
Healthcare3.76
Construction2.83
Cons Durable1.73
Textiles1.68
Energy1.65

Indicators

LabelValue
Portfolio turnover ratio79
Standard Deviation8.56%
Beta0.9%

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