Rating : ★ ☆ ☆ ☆ ☆

Axis Triple Advantage Fund Direct Plan Pyt of Inc Dis cum Cap Wdrl

Hybrid

  

Multi Asset Allocation

NAV

25.4342 +0.2092

(as on 02 Dec, 2021)

RETURNS

21.12 %

Fund Type

Open Ended

Investment Plan

Dividend Payout

Expense Ratio

0%

Asset Size

1612.88 Cr.

(As of 31 Oct, 2021)

Benchmark

Domestic Price of Gold

Riskometer

Investors understand that their principal will be at Very High Risk.

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.

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Fund manager

R Sivakumar

Exit load

1 %

(If redeemed within 360 days)

Minimum sip

₹1000

Minimum investment

₹5000

Top Holdings

This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.

Company

Assets

Axis Gold ETF

10.16%

ICICI Bank Ltd

5.52%

Infosys Ltd

4.99%

Bajaj Finance Ltd

4.54%

Sector Allocation

About the Scheme Type

This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.

Ratings

This fund is rated 1 stars by Morning Star Ratings.

★ ☆ ☆ ☆ ☆

Overview of Axis Asset Management Company Limited

Axis Mutual Fund has grown strongly since the time it launched its first scheme in October 2009. The vision statement of Axis Mutual Fund has been to responsibly manage money and risks to help people feel financially secure and confident of a brighter and prosperous future. We attribute our success, thus far, to Axis Mutual Fund’s 3 founding principles

  • Long term wealth creation
  • Outside in (Customer) view
  • Long term relationship

Our product, sales and service strategy is entirely guided by this. We, at Axis Mutual Fund, aim to provide quality financial and investment solutions to help customers feel financially secure and confident of a brighter and prosperous future. We lay a strong emphasis on risk management and planning. We encourage our investors and our partners to take a holistic view which extends beyond mere investing surpluses to investing with an underlying dream, aspiration or goal.

Investment Philosophy of Axis Mutual Fund:

  • Business to be built on three pillars
    • Outside-in View
    • Investor at the heart of every single decision
    • Communication in investor’s language, not in ours
  • Enduring Wealth Creation
    • Playing a serious and credible role in investor’s money basket
    • Encouraging investors to build a long-term perspective of the mutual fund category
  • Long-term Relationships
    • Outside-in View
    • Aiming at building relationships rather than being transactional