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34960
35448
AXIS Balanced Advantage Fund - Direct (G)
10.83
1.14
9.33
-0.71
-2.49
-0.46
2.89
9.99
7
1.56
9.33
AXIS Balanced Advantage Fund - Direct (G)
1.56
9.33
1.19
3.5
5 Years
Begin with SIP Invest One-Time
  • NAV

    23.87

    17 Sep 2026

  • 0.29%

     1 Day

  • 10.83%

    3Y CAGR returns

This fund doubles your investment in 5 years, 1 month & 18 days.

Invest Now

  • ₹ 100

    Min SIP

  • ₹ 100

    Min Lumpsum

  • 1.06%

    Expense Ratio

  • 4

     Rating

  • 3,836 Cr

    Fund Size

  • 9 Years

    Fund Age

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Scheme Performance

Returns and Ranks ( as on 17 Sep 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 1.14%
  • 10.83%
  • 9.33%
  • 9.99
Scheme Compare One click to compare funds with our smart tool—analyze returns & more! Compare

Scheme Allocation

By Holding By Sector By Asset
13.40%
6.08%
5.38%
4.54%
3.53%
67.07%
View All

Advance Ratio

  • 6.34Alpha
  • 2.48SD
  • 0.61Beta
  • 0.84Sharpe

Exit Load & Tax Implication

  • 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.
  • Tax implication
  • Returns are taxed as per your Income Tax slab.

Fund Objective

To achieve the dual objective of capital appreciation by investing in a portfolio of equity related instruments and generating income through investments in debt and money market instruments. It also aims to manage risk through active asset allocation. There is no assurance that the investment objective of the Scheme will be achieved.

Fund Managers

Jayesh Sundar

Risk-o-meter

Low Low to
moderate Moderate Moderately
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High

Peer Comparison

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More Funds from Axis Mutual Fund

35448
  • Fund Name

AMC Contact Details

  • Address :
  • One Lodha Place. 22nd & 23rd Floor, Senapati Bapat Marg, Lower Par el, Maharashtra, Mumbai - 400013.
    • Contact :
    • +91022-43255161
    • Email ID :
    • customerserivce@axismf.com
Mutual Fund by Category
Equity Debt Hybrid

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