AXIS Balanced Advantage Fund

Hybrid | Dynamic Asset Allocation or Balanced Advantage
 | 2
Monthly Amount Invested
Duration
Yr
  • Would Have Become
    --
  • Invested Value
    --
  • Total Gain
    --
  • Returns
    -- per annum
₹1,000 ₹500 0.74 % 2★ ₹2,410 5 Years
Min SIP Min Lumpsum Expense Ratio Rating Fund Size (in Cr) Fund Age
₹1,000 ₹500 0.74 %
Min SIP Min Lumpsum Expense Ratio
2★ ₹2,410 Cr 5 Years
Rating Fund Size Fund Age

Scheme 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.

Scheme Performance

Returns and Ranks ( as on 29 November 2022 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
Trailing Returns 4.0% 10.4% 8.8% 9.0%
Category Average 10.9% 16.8% 14.6% -

Scheme Allocation

Holding
Sector
Asset
Net CA & Others
7.56%
GSEC2027
7.47%
HDFC Bank
5.25%
C C I
5.08%
Infosys
4.66%
Others
69.98%
Debt
30.79%
Banks
18.1%
Cash & Others
7.56%
Cement
6.85%
Finance
6.68%
Others
30.02%
Equity
70.97%
Govt Securities / Sovereign
10.2%
Corporate Debentures
9.16%
Net Curr Ass/Net Receivables
7.56%
T-Bills
6.35%

Fund House Details

Axis Mutual Fund

AXIS Balanced Advantage Fund

Fund Manager
Anupam Tiwari

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.

Advance Ratio

-0.01 0.55 0.46 -0.02
Alpha SD Beta Sharpe

Risk-O-Meter

Other Funds from the same Fund House

AMC Contact Details

Axis Mutual Fund
AUM:
2,48,991 Cr
Address:
Axis House, 1st Floor,C-2, Wadia international centre,Pandurang Budhkar Marg, Worli, Mumbai - 400025
Contact:
022-43255161
Email ID:
customerserivce@axismf.com

Frequently Asked Questions

You can invest in AXIS Balanced Advantage Fund in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for AXIS Balanced Advantage Fund 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"
The AXIS Balanced Advantage Fund has delivered 9.0% since inception
The NAV of AXIS Balanced Advantage Fund is ₹15.8 as of 29 November 2022.
The expense ratio of AXIS Balanced Advantage Fund is 0.74 % as of 29 November 2022.
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
Invest Now