34958
35448
AXIS Balanced Advantage Fund Growth
12.31
-0.10
10.47
-1.70
-1.14
-2.89
-3.29
8.72
7
1.65
10.47
AXIS Balanced Advantage Fund (G)
1.65
10.47
1.19
3.5
5 Years
  • NAV

    20.86

    15 May 2026

  • 12.31%

    3Y CAGR returns

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  • ₹ 100

    Min SIP
  • ₹ 100

    Min Lumpsum
  • 1.93%

    Expense Ratio
  • 4

    Rating
  • 3,764 Cr

    Fund Size
  • 8 Years

    Fund Age

SIP Calculator

Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00

Returns and Ranks ( as on 15 May 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • -0.10%
  • 12.31%
  • 10.47%
  • 8.72
13.35%
5.96%
4.13%
66.15%
View All
  • 4.76Alpha
  • 2.43SD
  • 0.61Beta
  • 0.60Sharpe
  • 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.
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.
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35448
  • Fund Name
  • Address :
  • One Lodha Place. 22nd & 23rd Floor, Senapati Bapat Marg, Lower Par el, Maharashtra, Mumbai - 400013.
    • Contact :
    • +91022-43255161
    • Email ID :
    • customerserivce@axismf.com
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FAQs

AXIS Balanced Advantage Fund Growth has delivered 8.73% since inception

The NAV of AXIS Balanced Advantage Fund Growth is ₹20.86 as of 15 May 2026

The expense ratio of AXIS Balanced Advantage Fund Growth is 1.93 % as of 15 May 2026

The AUM of AXIS Balanced Advantage Fund Growth 3763.98 CR as of 15 May 2026

The minimum SIP amount of AXIS Balanced Advantage Fund Growth is 100

The top stock holdings of AXIS Balanced Advantage Fund Growth are

  1. Net CA & Others - 13.35%
  2. HDFC Bank - 5.96%
  3. ICICI Bank - 5.25%
  4. Reliance Industr - 5.16%
  5. C C I - 4.13%

The top sectors AXIS Balanced Advantage Fund Growth has invested in are

  1. - 0%

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