• Mutual Funds
  • Axis Mutual Fund
  • Axis Triple Advantage Fund (Growth)
Axis Mutual Fund

Axis Triple Advantage Fund (Growth)

HybridMulti Asset Allocation

29.7852

NAV (Nov 25)

10.5%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in multi asset allocation mutual funds.

Multi asset allocation funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.

Multi Asset Allocation funds have exposure to at least 3 different asset classes.

This category has few funds and relatively small amounts invested in them.

Also each fund is unique in its investment strategy.It is better for investors to make the allocation to multiple asset classes themselves and choose the right funds in each asset class.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Category Leader

The fund has been a Category Leader on the Fund Size metric

Outperformance Consistency

Satisfactory

The performance of the fund on a Outperformance Consistency metric has been Satisfactory

Scripbox Recommended Equity Funds

Want the equity funds that are right for your long term equity investment needs?

Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

29.7852

NAV (Nov 25)

Fund Returns

Last 1Y

-5.1%

Last 3Y

12.1%

Last 5Y

10.5%

Last 10Y

9.1%

Since Inception

9.3%

6 Month CAGR

9%

Scheme Information

Investment 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.

Expense Ratio

2.02

Launched (12y ago)

Aug 23, 2010

AUM in Crores

1763.491

ISIN

INF846K01768

Lock-in

No Lock-in

Benchmark

Domestic Price of Gold

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

17.1

Standard Deviation (5yr)

14.6

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0.482

Sharpe Ratio (5yr)

0.408

YTM

0

Fund Managers

Hardik Shah

Fund Manager

R Sivakumar

Fund Manager

Ashish Naik

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2022-11-25

Top Stock Holdings

axis gold etf

10.5%
10.5%

icici bank ltd

6.3%
6.3%

bajaj finance ltd

6.2%
6.2%

avenue supermarts ltd

5.1%
5.1%

infosys ltd

4.8%
4.8%
See all holdings

Allocation by Sector

financial services

27.8%
27.8%

technology

9.6%
9.6%

consumer defensive

7.5%
7.5%

basic materials

7.4%
7.4%

consumer cyclical

6.7%
6.7%
See all sectors

Compare Axis Triple Advantage Fund (Growth)

Fund NameFund SizeRolling Returns
ICICI Prudential Equity & Debt Fund (G)
ICICI Prudential Equity & Debt Fund (G)

₹ 21,109 cr

₹ 3,307 cr

₹ 761 cr

₹ 428 cr

₹ 406 cr

About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 255,604 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 30 equity,104 debt and 32 hybrid funds.

amc-img

  • 022-43255161
  • customerservice@axismf.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    6.1%

    8%

    4.1%

    7%

    6.5%

    8%

    10.2%

    4.3%

    5.7%

    7.5%

    Axis Triple Advantage Fund (G) Review

    Axis Triple Advantage Fund (G) is a Multi Asset Allocation Hybrid fund and has delivered an annualised return of 9.3% over a period of 12 years. The fund is managed by Axis Asset Management Company Limited. The fund managers are Ashish Naik, Hardik Shah, R Sivakumar.

    Nav of Axis Triple Advantage Fund (G) as of 11/25/2022 is ₹29.79 with the total AUM as of 11/27/2022 is ₹1763.491. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Triple Advantage Fund (G) was launched on Aug 23, 2010. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Axis Triple Advantage Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    Frequently Asked Questions

    What is Axis Triple Advantage Fund (G)?

    Axis Triple Advantage Fund (G) is a Multi Asset Allocation Hybrid scheme predominantly investing across Hybrid stocks with an investment objective to generate wealth over the long term.

    How to invest in Axis Triple Advantage Fund (G)?

    You can invest in Axis Triple Advantage Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of Axis Triple Advantage Fund (G)?

    The minimum sip amount for Axis Triple Advantage Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is Axis Triple Advantage Fund (G) good to invest in?

    As per Scripbox experts, Axis Triple Advantage Fund (G) is a Neutral fund. You can investAxis Triple Advantage Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Axis Triple Advantage Fund (G)?

    The expense ratio of the Axis Triple Advantage Fund (G) is 2.02% for regular plan.