Mutual Fund

There are obviously no guarantees but you can maximise your chances of making money irrespective of what is happening in the economy by investing in a diverse range of assets (such as equity, debt and gold). By balancing your investments across multiple asset classes, you tend to reduce risk of losing money to economic shocks (like the recent global financial crisis).

Empirical studies have shown that between 1995 and 2009, if you had invested equally in stocks, bonds and gold, only once would you have lost money i.e. in 1995. In all the other 14 years, average returns from an equal mix of these three assets were positive.

There's always a solution. Axis Triple Advantage Fund helps you take advantage of diversification by investing in a mix of equity, fixed income and gold. This not only helps avoid monetary surprises but also provides opportunity for wealth growth. With Axis Triple Advantage Fund, if you have planned for something, chances are you should be able to go and get it.

• Provides diversification across three asset classes viz. equity, fixed income and gold thereby leading to reduction in risk
• Returns potential not compromised even with reduced risk levels
• Returns more stable than pure equity or gold investments over the long term
• Offers convenience. Now one single application is sufficient for investment in three asset classes.
• 20 - 30% of investment in gold. Gold is a good hedge against financial crises.

Statutory Details: Axis Mutual Fund, sponsored by Axis Bank Ltd., has been established as a Trust under the Indian Trusts Act, 1882 (liability restricted to Rs. 1 Lakh). Trustee: Axis Mutual Fund Trustee Ltd. Investment Manager: Axis Asset Management Co. Ltd. (the AMC) Risk Factors: All Mutual funds and securities investments are subject to market risks and there is no guarantee that the investment objective of the scheme will be achieved. The NAV of the units issued by the Mutual Fund under the scheme can go up or down depending on various factors and forces affecting securities markets. Past performance of the Sponsor, its affiliates/the AMC/the mutual fund or its schemes does not indicate the future performance of the scheme. The sponsor is not liable or responsible for any loss or shortfall resulting from the operation of the scheme. Investments in the scheme are subject to various investment risks such as trading volume risk, settlement risk, liquidity risk, default risk, risk of possible loss of principal, etc. Equity and equity related instruments are volatile by nature. Investments in gold exchange traded funds are subject to market risk, risks associated with investment in physical gold, liquidity risk, counterparty risk, etc. For detailed risk factors, please refer to the SID. Mutual Fund Investments are subject to market risks. Please read the Scheme Information Document and Statement of Additional Information (SID and SAI) carefully before investing. Axis Triple Advantage Fund (an open ended hybrid fund) is only the name of the Scheme and does not in any manner indicate either the quality of the Scheme, its future prospects or returns.