Buy Axis Triple Advantage Fund(G) Mutual Fund NAV, AUM, Portfolio, Performance, Returns, Fund manager, Dividends.

Axis Triple Advantage Fund-Reg(G)

As on Feb-14-2020 change fund

22.23

-0.07 (-0.33%)

fund objective

The Scheme seeks 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.

riskometer

Investors understand that their principal will be at moderately high risk

5-Years History

financial year	2015-2016	2016-2017	2017-2018	2018-2019	2019-2020
NAV in Rs (as on 14-Feb-2020)	15.20	16.79	18.33	19.04	22.23
Net Assets(Rs Crores) (as on 14-Feb-2020)	375.73	335.56	293.99	282.07	303.10
Scheme Returns(%)(Simple Ann.)	-0.82	10.45	8.83	2.79	16.37
B'mark Returns(%)(Simple Ann.)	-9.87	18.94	9.48	13.83	3.81
Category Rank	7/14	5/8	2/9	8/11	1/7

Quarterly performance - Last 5 years (Simple Ann. Ret. in %)

financial year	Q1	Q2	Q3	Q4
2019-2020	20.53	10.89	17.60	NA
2018-2019	3.37	-7.63	10.90	8.91
2017-2018	9.82	14.93	10.37	0.63
2016-2017	25.16	15.10	-23.36	25.40
2015-2016	-0.40	-3.86	-7.64	12.46

Top 10 holdings

company	(%)
Kotak Mahindra Bank Ltd.	5.30
Housing Development Finance Co...	5.26
Bajaj Finance Ltd.	5.19
HDFC Bank Ltd.	4.73
ICICI Bank Ltd.	3.71
Tata Consultancy Services Ltd.	3.52
Reliance Industries Ltd.	2.86
Avenue Supermarts Ltd.	2.39
Larsen & Toubro Ltd.	2.27
Infosys Ltd.	2.14

Credit Ratings – Quality

Rating	(%)
LARGE	55.98
MID	10.27
Others	30.33
SMALL	3.43

Instrument Holdings

Instruments	(%)
Domestic Equities	69.71
Domestic Mutual Funds Units	13.58
Corporate Debt	9.22
Cash & Cash Equivalents and Net Assets	5.72
Government Securities	1.77

Growth Chart of the Scheme

to go

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since Inception

performance comparision with similar schemes

scheme name	investment style	inception date	AUM in Cr.	1W(%)	1M(%)	3M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	since inception
Axis Triple Advantage Fund-Reg(G)	Large-Value	23-Aug-2010	303.10	1.13	2.25	4.78	21.52	10.66	7.65	NA	8.79	BUY SIP
ICICI Pru Multi-Asset Fund-Inst(G)	Large-Growth	13-May-2011	11,902.49	-1.29	-2.96	2.62	13.08	8.22	7.99	NA	12.18	BUY SIP
SBI Multi Asset Allocation Fund-Reg(G)	Small-Value	30-Nov-2005	253.26	-0.66	0.82	2.50	13.09	7.11	8.00	9.23	7.85	BUY SIP
Quant Multi Asset Fund(G)	High-Long	20-Mar-2001	1.15	0.08	0.17	-0.04	11.50	6.91	7.64	7.24	7.71	BUY SIP
Essel 3 in 1 Fund(G)	Small-Value	05-Apr-2011	20.94	-0.56	0.32	4.11	13.06	6.64	6.42	NA	7.77	BUY SIP
HDFC Multi-Asset Fund(G)	Large-Value	17-Aug-2005	221.26	0.08	0.60	5.13	14.54	6.49	6.89	8.84	8.89	BUY SIP
UTI Multi Asset Fund-Reg(G)	Large-Value	17-Dec-2008	700.13	0.03	0.61	2.76	8.47	5.34	3.82	8.07	12.00	BUY SIP

Vedant Asset

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