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Axis Triple Advantage Fund - Direct Plan - Dividend Option

Category: Hybrid: Multi Asset Allocation
Launch Date: 01-01-2013
Asset Class: Mixed Asset
Benchmark: 65% of NIFTY 50+20% of CRISIL Composite Bond+15% of INR Price of Gold
Expense Ratio: 1.3% As on (31-08-2018)
Status: Open Ended Schemes(Hybrid Scheme - Multi Asset Allocation) for subscription
Minimum Investment: 5000.0
Minimum Topup: 100.0
Total Assets: 302.94 Cr As on (31-08-2018)
Turn over: 74%
NAV as on

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CAGR Since Inception

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PERFORMANCE of Axis Triple Advantage Fund - Direct Plan - Dividend Option

Scheme Performance (%)

Data as on - 15-10-2018

Yearly Performance (%)

Fund Managers

Mr. R Sivakumar, Mr. Sudhanshu Asthana, Mr. Ashish Naik

Mr. Sivakumar is a B.Tech from IIT Madras and MBA from IIM Ahmedabad. Prior to joining Axis AMC he has worked with Fortis Investment Management Ltd. Sundaram Mutual Fund (2001-2004), Zurich India and ITC Threadneedle.

Investment Objective

The fund seeks to generate regular income through investments in diversified portfolio of equity and equity related instruments, fixed income securities and gold exchange traded funds.

RETURNS CALCULATOR for Axis Triple Advantage Fund - Direct Plan - Dividend Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Axis Triple Advantage Fund - Direct Plan - Dividend Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Axis Triple Advantage Fund - Direct Plan - Dividend Option 6.08 0.98 -5.4 1.35 7.57 8.4
Hybrid: Multi Asset Allocation

PEER COMPARISION of Axis Triple Advantage Fund - Direct Plan - Dividend Option

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Data as on - 15-10-2018
Scheme Name Launch
Date
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PORTFOLIO ANALYSIS of Axis Triple Advantage Fund - Direct Plan - Dividend Option

Asset Allocation (%)

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