AXIS Balanced Advantage Fund – Direct Growth

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 ₹ 5,000 0.76 % 2★ ₹ - 5 Years
Min SIP Min Lumpsum Expense Ratio Rating Fund Size Fund Age
₹ 1,000 ₹ 5,000 0.76 %
Min SIP Min Lumpsum Expense Ratio
2★ ₹ 0.76 Cr 5 Years
Rating Fund Size Fund Age

Scheme Performance

Returns and Ranks ( as on 18 August 2022 )
1 Month1M 1 Year1Y 3 Years3Y 5 Years5Y
Trailing Returns 5.35% 11.29% 9.29% 9.15%
Category Average 5.22% 9.80% 15.20% -

Scheme Allocation

Holding
Sector
Asset
Net CA & Others
17.6%
C C I
8.8%
Bajaj Finance
3.26%
M & M
2.82%
GSEC2032
2.8%
Others
64.72%
Debt
24.93%
Cash & Others
23.14%
Banks
14.94%
Finance
7.32%
Petroleum Products
5.51%
Others
24.16%
Equity
67.15%
Net Curr Ass/Net Receivables
17.6%
Govt Securities / Sovereign
10.59%
Reverse Repos
8.8%
Corporate Debentures
5.95%

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.

Advance Ratio

0.00 0.49 0.42 -0.01
Alpha SD Beta Sharpe

Risk-O-Meter

AMC Contact Details

Axis Mutual Fund
AUM:
2,46,127 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

The NAV of AXIS Balanced Advantage Fund – Direct Growth is ₹15.56 as of 18 August 2022.
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