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Axis Triple Advantage Fund Dividend-0.59%

15.82%
1 Year Return
Hybrid
Multi Asset Allocation
4.0star
6M
1Y
3Y
5Y
All

Fund Details

Axis Triple Advantage Fund Dividend

RiskModerately High
Min SIP Amount₹1000
Expense Ratio2.28%
NAV₹18.28 (27 Jan 2021)
Fund Started23 Aug 2010
Fund Size692 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
15.8%
10.5%
11.5%
9.4%
Category Average
12.5%
6.3%
9.6%
-
Rank Within Category
4
1
3
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount1,000
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 15.8% returns per annum

Comparison

Data not available
Pros
1. 3Y Returns are higher than the category average returns
2. 5Y Returns are higher than the category average returns
3. 10Y 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
3. Risk is higher compared to the benchmark
4. Higher expense ratio
5. 1Y Returns are lower than the benchmark
6. 3Y Returns are lower than the benchmark
7. 5Y Returns are lower than the benchmark
8. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
9. Risk-adjusted returns are lower compared to the category
10. Higher expense ratio - 2.33%

Top Holdings

NameSectorInstrument% Assets
Axis Gold ETF FundFinancialMutual Fund10.0%
HDFC Bank Ltd.FinancialEquity5.1%
Bajaj Finance Ltd.FinancialEquity4.9%
Kotak Mahindra Bank Ltd.FinancialEquity4.8%
Reliance Industries Ltd.EnergyEquity4.3%
Tata Consultancy Services Ltd.TechnologyEquity4.3%
Infosys Ltd.TechnologyEquity4.0%
ICICI Bank Ltd.FinancialEquity3.5%
Housing Development Finance Corpn. Ltd.FinancialEquity3.2%
Bajaj Finserv Ltd.FinancialEquity2.8%
See All

Fund Managers

R Sivakumar
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Ashish Naik
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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 ₹692 Cr and the Latest NAV as of 27 Jan 2021 is ₹18.28.

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

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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