No one asset class perform at all times

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2 No one asset class perform at all times Bond years Equity years Gold years '01 '02 '03 '04 '05 '06 '07 '08 '09 '10 '11 '12 '13 '14 Equity Bonds Gold Triple Asset 2 Past performance may or may not be sustained in the future. Stocks are represented by the CNX Nifty and Bonds by the I-Sec Sovereign Bond Index, Gold by INR Price of Gold; Triple Asset comprises of Stocks, Bonds and Gold weighted equally and rebalanced monthly. Triple Asset is a simulated portfolio. Source of data: Bloomberg.

3 Single asset investing v/s multi asset investing Single Asset Investing Multi Asset Investing Asset class specific view Specific view required on each asset class No specific view on any asset class Cyclicality Each asset performs under different market conditions All weather long-term investing method Typical Volatility Higher volatility Less volatile due to diversification Downside Possibility of a higher downside as specific asset call is taken Lower downside due to diversification 3

4 Best & worst performer changes but 2 of 3 are positive in most years Year Stocks Gold Bonds Average years returns In 2008, even a 52% fall in stocks was balanced by gains in bonds and gold 4 Data is historical. Past performance may or may not be sustained in future. Stocks: CNX Nifty, Bonds: I-Sec Sovereign Bond Index Gold: INR Price of Gold; Source of data: Bloomberg

5 Range of returns as important as average returns 70% 60% Higher uncertainty Lower uncertainty 50% 40% 30% 20% 10% 12.1% 12.0% 12.1% 12.6% 11.0% 11.7% 0% -10% -20% 3 yr rolling returns ( ) -30% Equity Gold 50:50 Debt/Equity Triple Asset Debt 75:25 Debt/Equity 5 This is historical data. High, Low and Average Rolling 3-Year returns are for the period 31 Dec 1994 to 31 Dec Returns are compounded annualized. Past performance may or may not be sustained in the future. Stocks are represented by the S&P CNX Nifty, Bonds by the I-Sec Sovereign Bond Index and Gold by INR price of Gold. Triple Asset comprises of Stocks, Bonds and Gold weighted equally and rebalanced monthly. Triple Asset is a simulated portfolio. Source of data: Bloomberg & ACEMF.

6 Axis Triple Advantage Fund: Positioning Equity Long term growth 30 40% of the portfolio Bonds Regular income, lower risk compared to equity 30 40% of the portfolio Gold Support against macro/ event risk 20 30% of the portfolio Seeks to help investors take advantage of the benefits of diversification by investing in a mix of three asset classes viz., equity, bonds and gold 6

7 Rebalancing, the asset allocation secret that no one talks about Triple asset appreciated the most 874 TRIPLE ASSET 796 BONDS EQUITY 616 GOLD This is historical data for the period 31 Dec 1994 to 31 st Mar 2015 and is rebased to 100. Past performance may or may not be sustained in the future. Stocks are represented by the CNX Nifty and Bonds by the I-Sec Sovereign Bond Index, Gold by INR Price of Gold; Triple Asset comprises of Stocks, Bonds and Gold weighted equally and rebalanced monthly. Triple Asset is a simulated portfolio. Source of data: Bloomberg.

8 Aims for high quality and low risk portfolio in debt and equity Stable asset allocation with regular re-balancing EQUITY GOLD FIXED INCOME Helps avoiding the buy-high sell-low curse Portfolio Strategy Multi Cap with midcap allocation of 31% of equity exposure Passive Allocation to Gold ETF Long duration to get true diversification benefits from the debt portfolio Key Terms Beta: Low 0.94 Tracking Error: 5.8% - Duration: 9.9 years Credit profile: 79% AAA/SOV Volatility (1 year)* 13.7% 13.6% 2.0% Max Drawdown (1 yr)* -48.6% -55.5% -0.7% Axis Triple Advantage Fund Volatility : 6.0% Max drawdown : -3.5% 8 Note: Current Portfolio Allocation is based on the prevailing market conditions and is subject to changes depending on the fund manager s view of the equity & Debt markets. *Upto 31 st Jan 2015, large caps defined as companies having a market cap greater than equal to Rs. 10,000 crores. Midcaps defined as companies having a market cap less than Rs. 10,000 crores but greater than Rs. 1,000 crores. Since 1 st Feb 2015, Mid-cap companies are defined to be those companies with a market cap less than or equal to the largest market cap of BSE Mid-cap Index (currently crs) & greater than or equal to the smallest market cap of the BSE Mid-Cap Index (currently 1299 crs), companies with market cap greater than crs are large cap companies. The range will be monitored on quarterly basis based on the average of last 4 quarters

9 Disciplined asset allocation DEBT (average: 34%) GOLD (average: 29%) EQUITY (average: 37%) Mar-12 Mar-13 Mar-14 Mar-15 Source of data: ACEMF. Fund above is Axis Triple Advantage Fund 9

10 Aims for stable returns with contained risk 10 Scheme Performance may not be strictly comparable with that of its additional benchmark in view of hybrid nature of the scheme

11 Annexure Annexure for returns of schemes managed by fund manager (as on 31 st Mar 2015) # # 11 Past performance may or may not be sustained in future. Calculations are based on Growth Option NAV. The above data excludes performance of all the schemes which have not completed a year. # Scheme Performance may not be strictly comparable with that of its additional benchmark in view of hybrid nature of the scheme

12 Annexure Annexure for returns of schemes managed by fund manager (as on 31 st Mar 2015) # # # # 12 Past performance may or may not be sustained in future. Calculations are based on Growth Option NAV. #Scheme Performance may not be strictly comparable with that of its additional benchmark in view of hybrid nature of the scheme The above data excludes performance of all the schemes which have not completed a year.

13 Axis Triple Advantage Fund This product is suitable for investors who are seeking * Capital appreciation & generating income over long term Investment in a diversified portfolio of equity and equity related instruments, fixed income instruments & gold Exchange Traded Funds Medium risk (YELLOW) Axis Dynamic Bond Fund This product is suitable for investors who are seeking * Optimal returns over medium to long term To generate stable returns while maintaining liquidity through active management of a portfolio of debt and money market instruments Low risk (BLUE) Axis Focused 25 Fund This product is suitable for investors who are seeking * Capital appreciation over long term Investment in in a concentrated portfolio of equity & equity related instruments of up to 25 companies High risk (BROWN) Axis Capital Protection Oriented Fund Series 1 to 5 This product is suitable for investors who are seeking * Capital appreciation with low risk of capital loss over medium to long term. Investment in debt and money market instruments as well as equity and equity related instruments Medium risk (YELLOW) *Investors should consult their financial advisors if in doubt about whether the product is suitable for them Note: Risk is represented as: (BLUE) investors understand that their principal will be at low risk (YELLOW) investors understand that their principal will be at medium risk (BROWN) investors understand that their principal will be at high risk 13

14 Statutory Details and Risk Factors Disclaimer: Past performance may or may not be sustained in the future. Sector(s) / Stock(s) / Issuer(s) mentioned above are for the purpose of disclosure of the portfolio of the Scheme(s) and should not be construed as recommendation. The fund manager(s) may or may not choose to hold the stock mentioned, from time to time. Investors are requested to consult their financial, tax and other advisors before taking any investment decision(s). Statutory Details: Axis Mutual Fund has been established as a Trust under the Indian Trusts Act, 1882, sponsored by Axis Bank Ltd. (liability restricted to Rs. 1 Lakh). Trustee: Axis Mutual Fund Trustee Ltd. Investment Manager: Axis Asset Management Co. Ltd. (the AMC) Risk Factors: Axis Bank Limited is not liable or responsible for any loss or shortfall resulting from the operation of the scheme. This document represents the views of Axis Asset Management Co. Ltd. and must not be taken as the basis for an investment decision. Neither Axis Mutual Fund, Axis Mutual Fund Trustee Limited nor Axis Asset Management Company Limited, its Directors or associates shall be liable for any damages including lost revenue or lost profits that may arise from the use of the information contained herein. No representation or warranty is made as to the accuracy, completeness or fairness of the information and opinions contained herein. The AMC reserves the right to make modifications and alterations to this statement as may be required from time to time. Mutual Fund Investments are subject to market risks, read all scheme related documents carefully. Data updated as on 31 st Mar

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