AXIS Balanced Advantage Fund – Direct Growth
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Invested Amount--
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Wealth Gained--
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Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 11.2% | 13.6% | 9.4% | 9.3% | ||||
| Category Average | 13.1% | 22% | 14.1% | - |
Scheme Allocation
Advance Ratio
Exit Load
| Exit Load | If redeemed/swich out within 12 months from the date of allotment, - For 10% of investments : Nil - For remaining investments : 1% NIL - If redeemed/switch out after 12 months from the date of allotment. |
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Fund Objective
To achieve the dual objective of capital appreciation by investing in a portfolio of equity or equity linked securities and generating income through investments in debt and money market instruments. It also aims to manage risk through active asset allocation. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.
Fund Managers
Shreyash Devalkar - Funds and Content Listing - Senior Fund Manager
With 18 years of work experience, Mr Shreyas Devalkar handles Funds and Content Listing at Axis Mutual Fund. His current designation is Senior Fund Manager of Equity, Axis Asset Management Ltd. He joined Axis AMC in November 2016. Before joining Axis AMC, he worked with BNP Paribas Asset Management (India) Pvt. Ltd. as Fund Manager – Equity, IDFC AMC as VP Research – Equity Analyst, IDFC Securities as VP Research – Equity Analyst, and JP Morgan as Credit Analyst.
Mr Shreyas Devalkar’s educational qualifications include MBA (Management) from Jamnalal Bajaj Institute of Management Studies, Bachelor in Chemical Engineering from University Department of Chemical Technology, Mumbai, and HSC from D G Ruparel College. His areas of interest include equity research, financial modelling, portfolio management, etc.
Mr Shreyas Devalkar manages four (4) schemes at Axis Mutual Fund, including Axis Bluechip Fund and Axis Flexi Cap Fund.
Risk-O-Meter
Peer Comparison
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
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- 61,598
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22.6%Fund Size - 61,598
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30.1%Fund Size - 61,598
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16%Fund Size - 61,598
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- 9,394
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11.6%Fund Size - 9,394
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16.5%Fund Size - 9,394
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13.2%Fund Size - 9,394
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- 6,794
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12.2%Fund Size - 6,794
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16%Fund Size - 6,794
-
11.7%Fund Size - 6,794
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- 49,102
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11.7%Fund Size - 49,102
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16%Fund Size - 49,102
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12%Fund Size - 49,102
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- 6,956
-
10.9%Fund Size - 6,956
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15.8%Fund Size - 6,956
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11.3%Fund Size - 6,956
AMC Contact Details
Frequently Asked Questions
How to invest in AXIS Balanced Advantage Fund – Direct Growth ?
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for AXIS Balanced Advantage Fund – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of AXIS Balanced Advantage Fund – Direct Growth ?
How to redeem AXIS Balanced Advantage Fund – Direct Growth holding ?
What is the minimum sip amount of AXIS Balanced Advantage Fund – Direct Growth?
What are the top sectors AXIS Balanced Advantage Fund – Direct Growth has invested in?
- Debt - 23.81%
- Banks - 19.54%
- IT-Software - 9%
- Cash & Others - 8.66%
- Cement & Cement Products - 7.16%
Can I make investments in both the SIP and Lump Sum schemes of AXIS Balanced Advantage Fund – Direct Growth?
How much returns have AXIS Balanced Advantage Fund – Direct Growth generated ?
What is the expense ratio of AXIS Balanced Advantage Fund – Direct Growth ?
What is the AUM of AXIS Balanced Advantage Fund – Direct Growth?
What are the top stock holdings of AXIS Balanced Advantage Fund – Direct Growth?
- HDFC Bank - 6.91%
- ICICI Bank - 6.79%
- Infosys - 4.99%
- Bajaj Finance - 4.27%
- Kotak Mah. Bank - 4.03%
How can I redeem my investments in AXIS Balanced Advantage Fund – Direct Growth?
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select AXIS Balanced Advantage Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.