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

Axis Triple Advantage Fund-Reg(G)

As on Oct-23-2020 change fund

22.22

0.05 (0.22%)

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 31-Mar-2020)	15.20	16.79	18.33	19.04	17.52
Net Assets(Rs Crores) (as on 31-Mar-2020)	375.73	335.56	293.99	282.07	258.60
Scheme Returns(%)(Simple Ann.)	-0.82	10.45	8.83	2.79	-8.29
B'mark Returns(%)(Simple Ann.)	-9.87	18.94	9.48	13.83	-26.32
Category Rank	7/14	5/8	2/9	8/11	2/8

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

financial year	Q1	Q2	Q3	Q4
2020-2021	56.88	28.75	NA	NA
2019-2020	20.53	10.89	17.60	-74.12
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

Top 10 holdings

company	(%)
Reliance Industries Ltd.	6.68
HDFC Bank Ltd.	4.93
Tata Consultancy Services Ltd.	4.62
Infosys Ltd.	4.04
Kotak Mahindra Bank Ltd.	3.62
Bajaj Finance Ltd.	3.60
Housing Development Finance Co...	3.39
Avenue Supermarts Ltd.	3.27
ICICI Bank Ltd.	2.98
Hindustan Unilever Ltd.	2.95

Credit Ratings – Quality

Rating	(%)
LARGE	62.27
MID	8.79
Others	25.36
SMALL	3.58

Instrument Holdings

Instruments	(%)
Domestic Equities	74.81
Domestic Mutual Funds Units	10.19
Corporate Debt	6.73
Cash & Cash Equivalents and Net Assets	4.53
Government Securities	4.45

Growth Chart of the Scheme

to go

1M
3M
6M
1Y
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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)	High-Value	23-Aug-2010	446.78	1.43	5.00	5.64	6.08	7.37	7.83	8.00	8.16	BUY SIP
Quant Multi Asset Fund(G)	High-Long	20-Mar-2001	9.80	1.87	4.82	18.23	18.82	10.71	9.57	8.46	8.25	BUY SIP
SBI Multi Asset Allocation Fund-Reg(G)	Small-Value	30-Nov-2005	262.20	0.58	2.26	1.21	7.46	6.64	7.70	8.86	7.80	BUY SIP
HDFC Multi-Asset Fund(G)	Large-Value	17-Aug-2005	315.02	0.74	3.84	4.64	12.34	6.27	7.44	8.58	8.88	BUY SIP
Essel 3 in 1 Fund(G)	Small-Value	05-Apr-2011	15.28	0.74	3.00	3.87	4.45	4.51	5.51	NA	7.06	BUY SIP
UTI Multi Asset Fund-Reg(G)	Large-Value	17-Dec-2008	662.97	0.77	3.42	3.83	8.24	4.07	5.54	6.23	11.62	BUY SIP
ICICI Pru Multi-Asset Fund(G)	Large-Growth	31-Oct-2002	10,160.61	3.61	1.06	-0.54	-2.21	1.69	7.03	8.95	19.85	BUY SIP
Motilal Oswal Multi Asset Fund-Reg(G)	-	04-Aug-2020	176.20	0.28	1.67	NA	NA	NA	NA	NA	1.27	BUY SIP
Nippon India Multi Asset Fund-Reg(G)	-	28-Aug-2020	802.84	1.31	3.70	NA	NA	NA	NA	NA	0.25	BUY SIP
Tata Multi Asset Opp Fund-Reg(G)	-	04-Mar-2020	422.64	1.65	3.79	5.61	NA	NA	NA	NA	12.30	BUY SIP

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