Monthly Amount Invested
Duration
Yr
-
Would Have Become--
-
Invested Value--
-
Total Gain--
-
Returns-- per annum
| ₹1,000 | ₹500 | 0.72 % | 2★ | ₹1,478 | 10 Years |
|---|---|---|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio | Rating | Fund Size (in Cr) | Fund Age |
| ₹1,000 | ₹500 | 0.72 % |
|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio |
| 2★ | ₹1,478 Cr | 10 Years |
| Rating | Fund Size | Fund Age |
Scheme 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.
Scheme Performance
| 1 Year | 1Y | 3 Years | 3Y | 5 Years | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | -5.1% | 18.1% | 10.4% | 9.3% | ||||
| Category Average | 1.7% | 32.4% | 13.3% | - |
Scheme Allocation
Holding
Sector
Asset
Bajaj Finance
H D F C
ICICI Bank
TCS
Avenue Super.
Others
Fund House Details
AXIS Triple Advantage Fund
Fund Manager
R Sivakumar
Exit Load
| Exit Load | If redeemed/swich out within 12 months from the date of allotment: - For 10% of investment : Nil - For remaining investment : 1% NIL - If redeemed/switch out after 12 months from the date of allotment. |
|---|
Advance Ratio
| -0.03 | 0.72 | 0.69 | -0.03 |
| Alpha | SD | Beta | Sharpe |
Risk-O-Meter
Other Funds from the same Fund House
-
-
-
Hybrid | Dynamic Asset Allocation or Balanced Advantage | 2
1.2%12.4%8.0%1Y3Y5Y -
-
Peer Comparison
-
Hybrid | Multi Asset Allocation Mutual Funds | 4
11.3%31.3%14.2%1Y3Y5Y -
-
Hybrid | Multi Asset Allocation Mutual Funds | 3
5.9%16.1%9.6%1Y3Y5Y
AMC Contact Details
Axis Mutual Fund
AUM:
2,48,929 Cr
Address:
Axis House, 1st Floor,C-2, Wadia
international centre,Pandurang
Budhkar Marg, Worli, Mumbai - 400025
Contact:
022-43255161
Email ID:
customerserivce@axismf.com
Frequently Asked Questions
You can invest in AXIS Triple Advantage Fund in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for AXIS Triple Advantage Fund in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
The AXIS Triple Advantage Fund has delivered 9.3% since inception
The NAV of AXIS Triple Advantage Fund is ₹31.9 as of 22 March 2023.
The expense ratio of AXIS Triple Advantage Fund is 0.72 % as of 22 March 2023.
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
The AUM of AXIS Triple Advantage Fund is ₹2,48,929 Cr as of 22 March 2023
The minimum SIP amount of AXIS Triple Advantage Fund is ₹1000
The top stock holdings of AXIS Triple Advantage Fund are
- Bajaj Finance - 6%
- H D F C - 5.91%
- ICICI Bank - 5.59%
- TCS - 5.23%
- Avenue Super. - 4.84%
The top sectors AXIS Triple Advantage Fund has invested in are
- Bajaj Finance - 6%
- H D F C - 5.91%
- ICICI Bank - 5.59%
- TCS - 5.23%
- Avenue Super. - 4.84%
