Axis Triple Advantage Fund Overview
Category Multi Asset Allocation Fund
BMSMONEY Rank None
BMSMONEY Rating
Growth Option As On: 25-04-2024
NAV ₹34.89 (R) +0.59% ₹39.96 (D) +0.59%
Returns Gro. Opt. 1Y 3Y 5Y 7Y 10Y
LumpSum Reg. P 20.5% 10.71% 12.63% 10.79% 10.19%
LumpSum Dir. P 21.81% 12.26% 14.2% 12.22% 11.54%
SIP Reg. P 22.38% 10.89% 12.5% 11.88% 10.89%
SIP Dir. P 23.57% 12.23% 14.05% 13.37% 12.31%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
- - - -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
-% -% -% - -%

NAV Date: 25-04-2024

Scheme Name NAV Rupee Change Percent Change
Axis Triple Advantage Fund - Regular Plan - IDCW 18.68
0.1100
0.5900%
Axis Triple Advantage Fund - Direct Plan - IDCW 24.28
0.1400
0.5900%
Axis Triple Advantage Fund - Regular Plan - Growth Option 34.89
0.2000
0.5900%
Axis Triple Advantage Fund - Direct Plan - Growth Option 39.96
0.2300
0.5900%

Review Date: March 28, 2024

A review of the different performance parameters of the fund is as follows:
  1. Returns: It reflects the surge in the investment's value throughout the investment period, communicated as a percentage or a specific monetary sum. Our analysis encompassed five return parameters of this fund. We have organized the return parameters into three performance groups for evaluation: the top 25%, parameters that rank below the top 25% but above average, and parameters that are below average. Below, you'll find a breakdown of how each parameter has performed.
    1. Top 25%: The fund does not have any return parameter in the top 25% in the category.
    2. Above Average Below the Top 25%: The fund does not have any return parameter which is above average but below the top 25%.
    3. Below Average: Axis Triple Advantage Fund has five return parameters that are below average in the category, which are listed below:
      • 1Y Return %
      • 5Y Return %
      • 3Y Return %
      • 3M Return %
      • 1M Return %
  2. Risk: Various factors can lead to the risk of either not meeting expected returns or encountering a monetary loss. For Axis Triple Advantage Fund, we have analyzed zero risk parameters and divided them into three groups the lowest 25%, below average but above the lowest 25%, and above average, which are described below.
    1. Lowest 25%: Axis Triple Advantage Fund does not have any risk parameters in the lowest 25% of the category. It means the fund has high risk compared to other funds in the category.
    2. Below Average but Above the Lowest 25%: Axis Triple Advantage Fund does not have any risk parameters in the below average but above the lowest 25% of the category.
    3. Above Average: Axis Triple Advantage Fund does not have any risk parameters above average; which is a good sign.
  3. Risk Adjusted Performance Parameters: In mutual funds, risk-adjusted performance parameters are evaluation tools that gauge the returns of an investment against the risk taken. They assist investors in comparing various investments, factoring in both risk and returns. We have evaluated zero risk-adjusted performance parameters of the fund.
    1. Top 25% Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the top 25% of the category.
    2. Above Average Below Top 25% Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the above average but below top 25% of the category.
    3. Below Average Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the above average but below top 25% of the category.


Not able to see in mobile!!! save the chart by clicking on camera icon.

KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Better Than Cat. Avg In 1st Quartile In 4th Quartile
1M Return % 4.27
3.85
2.36 | 6.84 3 | 9
Yes
Yes
No
3M Return % 6.46
7.05
1.71 | 14.34 5 | 9
No
No
No
6M Return % 15.18
20.39
6.53 | 39.13 8 | 9
No
No
Yes
1Y Return % 20.50
30.15
16.60 | 47.59 8 | 9
No
No
Yes
3Y Return % 10.71
17.09
6.98 | 28.34 8 | 9
No
No
Yes
5Y Return % 12.63
17.29
12.63 | 28.53 6 | 6
No
No
Yes
7Y Return % 10.79
13.68
10.79 | 21.08 6 | 6
No
No
Yes
10Y Return % 10.19
12.84
10.19 | 17.13 6 | 6
No
No
Yes
1Y SIP Return % 22.38
33.10
13.26 | 61.92 8 | 9
No
No
Yes
3Y SIP Return % 10.89
19.23
9.64 | 30.49 8 | 9
No
No
Yes
5Y SIP Return % 12.50
20.04
12.50 | 32.11 6 | 6
No
No
Yes
7Y SIP Return % 11.88
17.08
11.88 | 27.10 6 | 6
No
No
Yes
10Y SIP Return % 10.89
14.53
10.89 | 21.64 6 | 6
No
No
Yes
Return data last Updated On : April 25, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 28, 2024
KPIs: Key Performance Indicators

Rotate the phone! Best viewed in landscape mode on mobile.
KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Better Than Cat. Avg In 1st Quartile In 4th Quartile
1M Return % 4.33 3.94 2.45 | 6.95 3 | 9
Yes
Yes
No
3M Return % 6.62 7.32 1.98 | 14.68 6 | 9
No
No
No
6M Return % 15.71 21.05 7.12 | 40.04 8 | 9
No
No
Yes
1Y Return % 21.81 31.63 18.13 | 49.70 8 | 9
No
No
Yes
3Y Return % 12.26 18.54 8.35 | 30.51 8 | 9
No
No
Yes
5Y Return % 14.20 18.47 14.20 | 30.06 6 | 6
No
No
Yes
7Y Return % 12.22 14.74 12.13 | 22.03 5 | 6
No
No
Yes
10Y Return % 11.54 13.80 11.54 | 17.78 5 | 6
No
No
Yes
1Y SIP Return % 23.57 34.59 14.71 | 64.09 8 | 9
No
No
Yes
3Y SIP Return % 12.23 20.61 10.98 | 32.48 8 | 9
No
No
Yes
5Y SIP Return % 14.05 21.31 14.05 | 34.00 6 | 6
No
No
Yes
7Y SIP Return % 13.37 18.22 13.37 | 28.48 6 | 6
No
No
Yes
10Y SIP Return % 12.31 15.55 12.31 | 22.59 6 | 6
No
No
Yes
Return data last Updated On : April 25, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 28, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D 0.59 ₹ 10059.0 0.59 ₹ 10059.0
1W 1.42 ₹ 10142.0 1.42 ₹ 10142.0
1M 4.27 ₹ 10427.0 4.33 ₹ 10433.0
3M 6.46 ₹ 10646.0 6.62 ₹ 10662.0
6M 15.18 ₹ 11518.0 15.71 ₹ 11571.0
1Y 20.5 ₹ 12050.0 21.81 ₹ 12181.0
3Y 10.71 ₹ 13570.0 12.26 ₹ 14148.0
5Y 12.63 ₹ 18123.0 14.2 ₹ 19426.0
7Y 10.79 ₹ 20492.0 12.22 ₹ 22416.0
10Y 10.19 ₹ 26387.0 11.54 ₹ 29801.0
15Y - ₹ - - ₹ -

Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.

Investment Period Invested Amount Regular Direct
XIRR % Current Value of Invested Amount XIRR % Current Value of Invested Amount
1Y ₹ 12000 22.3849 ₹ 13409.568 23.5705 ₹ 13481.988
3Y ₹ 36000 10.8858 ₹ 42385.392 12.2334 ₹ 43224.84
5Y ₹ 60000 12.5037 ₹ 82126.68 14.0469 ₹ 85320.42
7Y ₹ 84000 11.8797 ₹ 128267.328 13.3736 ₹ 135298.296
10Y ₹ 120000 10.8916 ₹ 211261.92 12.3059 ₹ 227782.44
15Y ₹ 180000 - ₹ - - ₹ -


Date NAV Regular Growth NAV Direct Growth
25-04-2024 34.8861 39.9644
24-04-2024 34.6827 39.7306
23-04-2024 34.5653 39.5951
22-04-2024 34.5928 39.6258
19-04-2024 34.399 39.4036
18-04-2024 34.35 39.3466
16-04-2024 34.45 39.4594
15-04-2024 34.5133 39.531
12-04-2024 34.9071 39.9794
09-04-2024 34.7905 39.8433
08-04-2024 34.7833 39.8341
05-04-2024 34.5229 39.5332
04-04-2024 34.4636 39.4645
03-04-2024 34.3349 39.3163
02-04-2024 34.2803 39.2528
01-04-2024 34.2032 39.1639
28-03-2024 33.8349 38.7392
27-03-2024 33.5458 38.4074
26-03-2024 33.4578 38.3059
22-03-2024 33.4262 38.2714
21-03-2024 33.327 38.157
20-03-2024 32.9378 37.7107
19-03-2024 32.9171 37.6863
18-03-2024 33.129 37.9282
15-03-2024 33.0868 37.8817
14-03-2024 33.1469 37.9498
13-03-2024 32.8329 37.5895
12-03-2024 33.4915 38.3428
11-03-2024 33.6471 38.5203
07-03-2024 33.7197 38.6044
06-03-2024 33.6262 38.4966
05-03-2024 33.6324 38.5029
04-03-2024 33.6613 38.5352
01-03-2024 33.5547 38.4106
29-02-2024 33.3347 38.1579
28-02-2024 33.1747 37.974
27-02-2024 33.5401 38.3914
26-02-2024 33.4804 38.3223
23-02-2024 33.524 38.3695
22-02-2024 33.3958 38.2218
21-02-2024 33.2025 37.9995
20-02-2024 33.2602 38.0646
19-02-2024 33.2298 38.0289
16-02-2024 33.1133 37.8927
15-02-2024 32.9353 37.6881
14-02-2024 32.8098 37.5436
13-02-2024 32.7454 37.4689
12-02-2024 32.6396 37.3468
09-02-2024 32.932 37.6782
08-02-2024 32.8785 37.616
07-02-2024 33.0174 37.7738
06-02-2024 32.9644 37.7123
05-02-2024 32.7812 37.5015
02-02-2024 32.9361 37.6757
01-02-2024 32.8407 37.5655
31-01-2024 32.8494 37.5745
30-01-2024 32.5261 37.2036
29-01-2024 32.7703 37.4819
25-01-2024 32.4583 37.1208
24-01-2024 32.4737 37.1373
23-01-2024 32.2639 36.8964
19-01-2024 32.6992 37.3898
18-01-2024 32.5076 37.1697
17-01-2024 32.6063 37.2814
16-01-2024 33.1098 37.8561
15-01-2024 33.2088 37.9682
12-01-2024 33.1104 37.8525
11-01-2024 32.9486 37.6665
10-01-2024 32.9152 37.6272
09-01-2024 32.9307 37.6437
08-01-2024 32.8853 37.5908
05-01-2024 33.1196 37.8552
04-01-2024 33.0628 37.7891
03-01-2024 32.872 37.5699
02-01-2024 33.1168 37.8485
01-01-2024 33.1884 37.9293
29-12-2023 33.1532 37.8858
28-12-2023 33.0786 37.7994
27-12-2023 32.9829 37.6888
26-12-2023 32.7293 37.3978
22-12-2023 32.6744 37.3305
21-12-2023 32.5115 37.1433
20-12-2023 32.3589 36.9678
19-12-2023 32.7867 37.4553
18-12-2023 32.7643 37.4286
15-12-2023 32.7211 37.3757
14-12-2023 32.4829 37.1024
13-12-2023 32.0929 36.6558
12-12-2023 32.1113 36.6755
11-12-2023 32.3111 36.9025
08-12-2023 32.3268 36.917
07-12-2023 32.3411 36.9321
06-12-2023 32.3308 36.9192
05-12-2023 32.1891 36.7562
04-12-2023 32.1074 36.6617
01-12-2023 31.7159 36.2112
30-11-2023 31.5117 35.9769
29-11-2023 31.3969 35.8447
28-11-2023 31.1953 35.6134
24-11-2023 31.1112 35.5129
23-11-2023 31.1468 35.5523
22-11-2023 31.162 35.5685
21-11-2023 31.1299 35.5308
20-11-2023 31.0264 35.4114
17-11-2023 31.1374 35.5347
16-11-2023 31.1405 35.5371
15-11-2023 31.068 35.4532
13-11-2023 30.8525 35.2049
10-11-2023 30.9091 35.2659
09-11-2023 30.8186 35.1615
08-11-2023 30.9083 35.2626
07-11-2023 30.8779 35.2267
06-11-2023 30.8729 35.2198
03-11-2023 30.6361 34.9462
02-11-2023 30.5649 34.8637
01-11-2023 30.4105 34.6865
31-10-2023 30.4901 34.7762
30-10-2023 30.5809 34.8785
27-10-2023 30.496 34.7782
26-10-2023 30.2879 34.5396
25-10-2023 30.5599 34.8487
23-10-2023 30.7515 35.0648
20-10-2023 31.1254 35.4877
19-10-2023 31.1494 35.5138
18-10-2023 31.2097 35.5814
17-10-2023 31.3789 35.773
16-10-2023 31.3278 35.7136
13-10-2023 31.354 35.7399
12-10-2023 31.3233 35.7036
11-10-2023 31.3678 35.7531
10-10-2023 31.2058 35.5673
09-10-2023 31.034 35.3703
06-10-2023 31.199 35.5548
05-10-2023 31.0668 35.4029
04-10-2023 30.983 35.3063
03-10-2023 31.0904 35.4274
29-09-2023 31.1154 35.4512
27-09-2023 31.1975 35.5423
26-09-2023 31.1561 35.494
25-09-2023 31.1472 35.4825
22-09-2023 31.0959 35.4205
21-09-2023 31.1754 35.5099
20-09-2023 31.4374 35.807
18-09-2023 31.6569 36.0545
15-09-2023 31.7342 36.1389
14-09-2023 31.6578 36.0507
13-09-2023 31.5515 35.9284
12-09-2023 31.5008 35.8694
11-09-2023 31.6924 36.0863
08-09-2023 31.5088 35.8737
07-09-2023 31.4225 35.7742
06-09-2023 31.3446 35.6843
05-09-2023 31.2999 35.6322
04-09-2023 31.2267 35.5477
01-09-2023 31.1003 35.4004
31-08-2023 30.8958 35.1664
30-08-2023 30.9658 35.2449
29-08-2023 30.8657 35.1297
28-08-2023 30.7357 34.9805
25-08-2023 30.6584 34.889
24-08-2023 30.7444 34.9856
23-08-2023 30.7461 34.9864
22-08-2023 30.6888 34.92
21-08-2023 30.6377 34.8605
18-08-2023 30.5471 34.7543
17-08-2023 30.6522 34.8727
16-08-2023 30.7771 35.0135
14-08-2023 30.7223 34.9488
11-08-2023 30.8312 35.0705
10-08-2023 30.9766 35.2347
09-08-2023 31.0716 35.3416
08-08-2023 31.0594 35.3265
07-08-2023 31.0506 35.3152
04-08-2023 30.9704 35.2204
03-08-2023 30.8327 35.0626
02-08-2023 30.9972 35.2484
01-08-2023 31.1931 35.47
31-07-2023 31.2118 35.49
28-07-2023 31.0849 35.342
27-07-2023 31.0864 35.3426
26-07-2023 31.2583 35.5367
25-07-2023 31.2131 35.4842
24-07-2023 31.1646 35.4278
21-07-2023 31.2301 35.4987
20-07-2023 31.4746 35.7753
19-07-2023 31.4027 35.6924
18-07-2023 31.2503 35.5179
17-07-2023 31.2677 35.5365
14-07-2023 31.1894 35.4439
13-07-2023 30.9613 35.1834
12-07-2023 30.8324 35.0357
11-07-2023 30.8314 35.0334
10-07-2023 30.7617 34.953
07-07-2023 30.8261 35.0226
06-07-2023 30.9832 35.1998
05-07-2023 30.8992 35.1032
04-07-2023 30.8849 35.0857
03-07-2023 30.6931 34.8666
30-06-2023 30.5449 34.6947
28-06-2023 30.3763 34.5009
27-06-2023 30.2496 34.3558
26-06-2023 30.139 34.229
23-06-2023 30.0465 34.1204
22-06-2023 30.2371 34.3357
21-06-2023 30.4443 34.5697
20-06-2023 30.4416 34.5655
19-06-2023 30.4343 34.556
16-06-2023 30.4855 34.6104
15-06-2023 30.2439 34.3349
14-06-2023 30.2225 34.3094
13-06-2023 30.2317 34.3186
12-06-2023 30.0789 34.1439
09-06-2023 29.9972 34.0474
08-06-2023 29.9995 34.0488
07-06-2023 30.1898 34.2636
06-06-2023 30.0583 34.1131
05-06-2023 29.9663 34.0076
02-06-2023 29.9483 33.9834
01-06-2023 29.8537 33.8749
31-05-2023 29.8944 33.9199
30-05-2023 29.9407 33.9712
29-05-2023 29.8848 33.9065
26-05-2023 29.8282 33.8387
25-05-2023 29.599 33.5775
24-05-2023 29.5901 33.5662
23-05-2023 29.6251 33.6047
22-05-2023 29.6238 33.6021
19-05-2023 29.5104 33.4698
18-05-2023 29.5031 33.4603
17-05-2023 29.5394 33.5003
16-05-2023 29.7358 33.7218
15-05-2023 29.8264 33.8234
12-05-2023 29.7963 33.7856
11-05-2023 29.8144 33.8048
10-05-2023 29.8085 33.797
09-05-2023 29.7043 33.6776
08-05-2023 29.6868 33.6565
05-05-2023 29.4422 33.3757
04-05-2023 29.6096 33.5642
03-05-2023 29.313 33.2268
02-05-2023 29.2954 33.2056
28-04-2023 29.1995 33.0921
27-04-2023 28.9516 32.81
26-04-2023 28.8059 32.6437
25-04-2023 28.7703 32.6022

Fund Launch Date: 30/Jun/2010
Fund Category: Multi Asset Allocation Fund
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
Fund Description: An Open Ended Scheme Investing In Equity, Debt And Gold
Fund Benchmark: 65% of Nifty 50 Total Return Index + 20% of NIFTY Composite Debt Index + 15% of INR Price of Gold
Source: Fund FactSheet

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.