Axis Triple Advantage Fund Dividend+3.47%

2Groww
-3.43%
1 Year Return
Hybrid
Multi Asset Allocation
2.0star
6M
1Y
3Y
5Y
All

Fund Details

Axis Triple Advantage Fund Dividend

RiskModerately High
Min SIP Amount₹1000
Expense Ratio2.33%
NAV13.96 (08 Apr 2020)
Fund Started23 Aug 2010
Fund Size307 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Axis Triple Advantage Fund Dividend
-3.4%
3.2%
3.7%
6.6%
Category Average
-17.0%
-1.9%
1.2%
-
Rank within category
2
2
2
-
*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 -3.4% 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. Higher expense ratio
    5. 3Y Returns are lower than the benchmark
    6. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Axis Gold ETF FundFinancialMutual Fund14.0%
    Avenue Supermarts Ltd.ServicesEquity5.2%
    Kotak Mahindra Bank Ltd.FinancialEquity5.0%
    Bajaj Finance Ltd.FinancialEquity4.9%
    Housing Development Finance Corpn. Ltd.FinancialEquity4.7%
    HDFC Bank Ltd.FinancialEquity3.8%
    ICICI Bank Ltd.FinancialEquity3.5%
    Tata Consultancy Services Ltd.TechnologyEquity3.3%
    Reliance Industries Ltd.EnergyEquity2.7%
    LIC Housing Finance Ltd.FinancialNCD2.0%
    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

    Axis Triple Advantage Fund Dividend Details

    Axis Triple Advantage Fund Dividend is a Hybrid Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 23 Aug 2010. R Sivakumar, Ashish Naik is the Current Fund Manager of Axis Triple Advantage Fund Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹307 Cr and the Latest NAV as of 08 Apr 2020 is ₹13.96.

    The Axis Triple Advantage Fund 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

    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
    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,
    Invest Now
    Enter investment amount
    + ₹1,000
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    ONE TIME
    MONTHLY SIP
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