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

Axis Triple Advantage Fund-Reg(G)

As on Jan-22-2021 change fund

25.45

-0.15 (-0.57%)

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 low risk

5-Years History

financial year	2016-2017	2017-2018	2018-2019	2019-2020	2020-2021
NAV in Rs (as on 22-Jan-2021)	16.79	18.33	19.04	17.52	25.45
Net Assets(Rs Crores) (as on 22-Jan-2021)	335.56	293.99	282.07	258.60	691.96
Scheme Returns(%)(Simple Ann.)	10.45	8.83	2.79	-8.29	48.24
B'mark Returns(%)(Simple Ann.)	18.94	9.48	13.83	-26.32	74.12
Category Rank	5/8	2/9	8/11	2/8	5/10

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

financial year	Q1	Q2	Q3	Q4
2020-2021	56.88	28.75	72.29	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	(%)
HDFC Bank Ltd.	5.07
Bajaj Finance Ltd.	4.90
Kotak Mahindra Bank Ltd.	4.75
Reliance Industries Ltd.	4.30
Tata Consultancy Services Ltd.	4.26
Infosys Ltd.	3.98
ICICI Bank Ltd.	3.48
Housing Development Finance Co...	3.22
Bajaj Finserv Ltd.	2.80
Maruti Suzuki India Ltd.	2.70

Credit Ratings – Quality

Rating	(%)
LARGE	59.62
MID	6.40
Others	31.33
SMALL	2.65

Instrument Holdings

Instruments	(%)
Domestic Equities	68.67
Domestic Mutual Funds Units	10.00
Cash & Cash Equivalents and Net Assets	9.59
Government Securities	8.15
Corporate Debt	4.41

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	691.96	-0.30	3.03	14.78	17.87	10.80	12.02	9.63	9.37	BUY SIP
Quant Multi Asset Fund(G)	High-Long	20-Mar-2001	14.03	-0.40	2.54	6.99	24.70	13.23	10.76	9.07	8.48	BUY SIP
HDFC Multi-Asset Fund(G)	Large-Value	17-Aug-2005	471.53	-0.67	3.09	11.98	19.07	9.00	9.96	9.74	9.52	BUY SIP
SBI Multi Asset Allocation Fund-Reg(G)	Small-Value	30-Nov-2005	290.39	-0.89	2.23	8.25	13.94	8.40	9.20	9.54	8.22	BUY SIP
Essel 3 in 1 Fund(G)	Small-Value	05-Apr-2011	16.33	-0.68	3.79	12.59	12.10	8.20	8.38	NA	8.17	BUY SIP
UTI Multi Asset Fund-Reg(G)	Large-Value	17-Dec-2008	689.29	-0.41	3.03	8.07	12.96	5.19	9.22	7.56	12.07	BUY SIP
ICICI Pru Multi-Asset Fund(G)	Large-Growth	31-Oct-2002	11,058.15	-3.06	4.61	19.32	11.53	4.87	12.77	11.18	20.72	BUY SIP
Tata Multi Asset Opp Fund-Reg(G)	-	04-Mar-2020	502.30	-0.54	4.68	13.83	NA	NA	NA	NA	27.84	BUY SIP
Motilal Oswal Multi Asset Fund-Reg(G)	-	04-Aug-2020	201.30	0.02	0.55	2.91	NA	NA	NA	NA	4.16	BUY SIP
Nippon India Multi Asset Fund-Reg(G)	-	28-Aug-2020	836.72	-0.06	4.04	11.98	NA	NA	NA	NA	12.27	BUY SIP

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