Last NAV: 21.5969

AXIS TRIPLE ADVANTAGE FUND   -   Growth

INVESTMENT OBJECTIVE : The fund seeks to generate regular income through investments in diversified portfolio of equity and equity related instruments

Annualized Return Last 5 years Last 3 years Last 1 year Year To date Month to date
7.93% 7.03% 7.75% 11.14% 0.49% 2.18%
Sharpe Ratio Sortino Ratio Calmar Ratio Volatility Max drawdown Positive Months
0.86 1.00 0.29 9.25% -27.51% 64.17%
Riskometer
Moderately-High
Investors understands that their principle will be at moderately high risk

Key Specifications

Category Hybrid: Multi Asset Allocation
AUM INR   399.57   Cr.
Inception Date 29/07/2010
Minimum Initial Investment INR   5000
Minimum Subsequent Investment INR   100
TurnOver 120
Expense Ratio 2.36
Exit Load For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months
Yield to Maturity 5.49
Duration 4.00

Year Jan Feb March April May June July Aug Sept Oct Nov Dec Total
2010 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.02 2.98 -0.46 0.76 1.35 4.70
2011 -4.49 -0.02 3.33 1.39 -0.21 0.32 0.97 2.23 -1.24 2.48 -0.37 -3.36 0.71
2012 4.67 1.86 -0.39 1.67 -1.08 2.05 1.12 1.93 3.62 -0.15 2.61 0.10 19.39
2013 -0.40 -2.41 0.56 -0.78 1.36 -3.40 0.84 0.02 1.67 4.69 -0.66 -0.96 0.31
2014 -0.62 2.83 1.00 0.65 1.72 3.52 0.34 1.46 0.57 1.74 2.00 0.79 17.16
2015 4.08 -0.64 -0.84 -0.60 1.33 -0.82 -0.09 -0.07 -0.81 0.60 -2.15 -0.37 -0.51
2016 0.80 -0.12 2.41 2.96 -0.59 3.84 3.08 0.43 0.26 0.86 -3.84 -2.90 7.12
2017 2.72 1.82 1.67 1.73 0.35 0.36 2.50 0.82 0.37 1.19 -0.27 0.00 14.03
2018 3.30 -0.80 -0.65 3.07 -0.33 -1.82 4.82 1.30 -7.61 -2.84 4.31 1.44 3.56
2019 -2.69 1.33 3.59 1.36 2.78 0.90 -3.11 1.62 4.42 3.43 -0.31 1.29 15.29
2020 0.98 -2.06 -17.57 10.96 -3.19 6.29 5.65 2.18 0.00 0.00 0.00 0.00 0.49
all values are in %


Allocation Mandate

Equity Allocation Min: 65   Max: 80
Debt Allocation Min: 10   Max: 30
Commodity Allocation Min: 10   Max: 30
Money Market Min: 10   Max: 30

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