Axis Triple Advantage Direct Plan Dividend-0.29%

5.93%
1 Year Return
Hybrid
Multi Asset Allocation
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Axis Triple Advantage Direct Plan Dividend

RiskModerately High
Min SIP Amount₹1000
Expense Ratio0.79%
NAV19.09 (29 Oct 2020)
Fund Started01 Jan 2013
Fund Size447 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Axis Triple Advantage Direct Plan Dividend
5.9%
8.5%
9.2%
8.5%
Category Average
4.8%
3.9%
6.4%
-
Rank within category
9
1
1
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 5.9% annual returns

    Comparison

    Data not available
    Pros
    1. 1Y Returns are higher than the category average returns
    2. 3Y Returns are higher than the category average returns
    3. 5Y Returns are higher than the category average returns
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. Risk-adjusted returns are lower compared to the category

    Top Holdings

    NameSectorInstrument% Assets
    Axis Gold ETF FundFinancialMutual Fund10.2%
    Reliance Industries Ltd.EnergyEquity6.7%
    HDFC Bank Ltd.FinancialEquity4.9%
    Tata Consultancy Services Ltd.TechnologyEquity4.6%
    GOISovereignGOI Sec4.4%
    Infosys Ltd.TechnologyEquity4.0%
    Kotak Mahindra Bank Ltd.FinancialEquity3.6%
    Bajaj Finance Ltd.FinancialEquity3.6%
    Housing Development Finance Corpn. Ltd.FinancialEquity3.4%
    Avenue Supermarts Ltd.ServicesEquity3.3%
    See All

    Fund Managers

    addR Sivakumar
    Education
    Mr. Sivakumar is a B.Tech from IIT Madras and MBA from IIM Ahmedabad.
    Experience
    Prior to joining Axis AMC he has worked with BNP Paribas Mutual Fund, Sundaram Mutual Fund (2001-2004), HDFC Mutual Fund and ITC Threadneedle.
    Funds Managed
    addAshish Naik
    Education
    Mr. Naik is a B.E from Mumbai University and MBA from XLRI, Jamshedpur.
    Experience
    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.
    Funds Managed

    Axis Triple Advantage Direct Plan Dividend Details

    Axis Triple Advantage Direct Plan Dividend is a Hybrid Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 01 Jan 2013. R Sivakumar, Ashish Naik is the Current Fund Manager of Axis Triple Advantage Direct Plan Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹447 Cr and the Latest NAV as of 29 Oct 2020 is ₹19.09.

    The Axis Triple Advantage Direct Plan Dividend is rated Moderately High risk. Minimum SIP Investment is set to 1000. Minimum Lumpsum Investment is 5000. For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months

    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.

    Tax Implications

    Returns are taxed as per your Income Tax slab, if sold before 3 years and 20% with indexation benefit post 3 years.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹100
    Min for Second Investment
    For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months
    Exit Load

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    About Axis Mutual Fund

    Address
    Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai 400025
    Phone
    022-43255161
    Launch Date
    04 Sep 2009
    Axis Mutual Fund
    Asset Management Company
    Custodian
    Deutsche Bank
    Registrar & Transfer Agent
    KFin Tech
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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