Axis Triple Advantage Direct Plan Growth+0.70%

1Groww
19.13%
1 Year Return
Hybrid
Multi Asset Allocation
1.0 star
6M
1Y
3Y
5Y
All

Fund Details

Axis Triple Advantage Direct Plan Growth

RiskModerately High
Min SIP Amount₹1000
Expense Ratio1.12%
NAV22.03 (11 Oct 2019)
Fund Started01 Jan 2013
Fund Size271 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Axis Triple Advantage Direct Plan Growth
19.1%
8.2%
8.8%
8.4%
Category Average
3.2%
5.5%
6.8%
-
Rank within category
2
1
3
-
*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
    30
    with 19.1% annual returns

    Comparison

    Data not available
    Pros
    1. 1Y Returns are higher than the benchmark
    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
    3. Risk is higher compared to the benchmark
    4. 3Y Returns are lower than the benchmark
    5. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Axis Gold ETF FundFinancialMutual Fund14.9%
    HDFC Bank Ltd.FinancialEquity6.3%
    Bajaj Finance Ltd.FinancialEquity5.7%
    Tata Consultancy Services Ltd.TechnologyEquity5.5%
    Kotak Mahindra Bank Ltd.FinancialEquity5.2%
    Housing Development Finance Corpn. Ltd.FinancialEquity4.2%
    Karnataka StateOthersSDL4.0%
    ICICI Bank Ltd.FinancialEquity3.3%
    Divi's Laboratories Ltd.HealthcareEquity2.9%
    Infosys Ltd.TechnologyEquity2.6%
    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

    Other Details

    Axis Triple Advantage Direct Plan Growth is a Hybrid Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was introduced to investors on 01 Jan 2013. R Sivakumar, Ashish Naik is the Current Fund Manager of Axis Triple Advantage Direct Plan Growth.The fund currently has an Asset Under Management(AUM) of ₹271 Cr and the Latest NAV as of 11 Oct 2019 is ₹22.03.

    The Axis Triple Advantage Direct Plan Growth is rated Moderately High risk. Minimum SIP Investment is 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

    To generate long term capital appreciation by investing in a diversified portfolio of equity and equity related instruments, fixed income instruments & 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
    03 Sep 2009
    Axis Mutual Fund
    Asset Management Company
    Custodian
    Deutsche Bank
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
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