Monthly Amount Invested
Duration
Yr
-
Would Have Become--
-
Invested Value--
-
Total Gain--
-
Returns-- per annum
| ₹1,000 | ₹500 | 0.7 % | 2★ | ₹2,077 | 6 Years |
|---|---|---|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio | Rating | Fund Size (in Cr) | Fund Age |
| ₹1,000 | ₹500 | 0.7 % |
|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio |
| 2★ | ₹2,077 Cr | 6 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
| 1 Year | 1Y | 3 Years | 3Y | 5 Years | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 1.2% | 12.4% | 8.0% | 7.7% | ||||
| Category Average | 1.7% | 32.4% | 13.3% | - |
Scheme Allocation
Holding
Sector
Asset
ICICI Bank
HDFC Bank
Infosys
Kotak Mah. Bank
Bajaj Finance
Others
Fund House Details
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 | 0.49 | 0.48 | -0.01 |
| Alpha | SD | Beta | Sharpe |
Risk-O-Meter
Other Funds from the same Fund House
-
Hybrid | Multi Asset Allocation Mutual Funds | 2
-5.1%18.1%10.4%1Y3Y5Y -
-
-
-
Peer Comparison
-
Hybrid | Dynamic Asset Allocation or Balanced Advantage | 4
6.7%19.7%10.4%1Y3Y5Y -
Hybrid | Dynamic Asset Allocation or Balanced Advantage | 4
4.5%18.6%9.7%1Y3Y5Y -
Hybrid | Dynamic Asset Allocation or Balanced Advantage | 3
5.3%17.1%10.1%1Y3Y5Y -
Hybrid | Dynamic Asset Allocation or Balanced Advantage | 3
3.5%13.4%8.0%1Y3Y5Y -
Hybrid | Dynamic Asset Allocation or Balanced Advantage | 5
3.9%11.9%7.2%1Y3Y5Y
AMC Contact Details
Axis Mutual Fund
AUM:
2,48,929 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 7.7% since inception
The NAV of AXIS Balanced Advantage Fund is ₹15.3 as of 22 March 2023.
The expense ratio of AXIS Balanced Advantage Fund is 0.7 % as of 22 March 2023.
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”.
The AUM of AXIS Balanced Advantage Fund is ₹2,48,929 Cr as of 22 March 2023
The minimum SIP amount of AXIS Balanced Advantage Fund is ₹1000
The top stock holdings of AXIS Balanced Advantage Fund are
- ICICI Bank - 6.86%
- HDFC Bank - 6.62%
- Infosys - 4.92%
- Kotak Mah. Bank - 4.75%
- Bajaj Finance - 3.47%
The top sectors AXIS Balanced Advantage Fund has invested in are
- ICICI Bank - 6.86%
- HDFC Bank - 6.62%
- Infosys - 4.92%
- Kotak Mah. Bank - 4.75%
- Bajaj Finance - 3.47%
