34958
35448
AXIS Balanced Advantage Fund (G)
9.36
-0.85
7.51
-0.33
-1.69
-2.97
0.19
8.33
https://storage.googleapis.com/5paisa-prod-storage/files/2024-06/axis-mf_0.png
7
1.44
7.51
AXIS Balanced Advantage Fund (G)
1.53
8.85
1.19
3.5
5 Years
AXIS Balanced Advantage Fund (G)
Invest in Mutual Funds at 0 Transaction cost
-
NAV
20.89
13 Oct 2026
-
0.67%
1 Day
-
9.36%
3Y CAGR returns
Note: Data shown is for Regular Plan. Our Platform offers Direct Plans only. Returns may differ due to expense ratio differences.
-
₹ 100
Min SIP -
₹ 100
Min Lumpsum -
2.15%
Expense Ratio -
3,651 Cr
Fund Size -
9 Years
Fund Age
Returns and Ranks ( as on 13 Oct 2026 )
- 1Y Returns
- 3Y Returns
- 5Y Returns
- MAX Returns
- Trailing Returns
- -0.85%
- 9.36%
- 7.51%
- 8.33
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- 5.09Alpha
- 2.59SD
- 0.62Beta
- 0.50Sharpe
- 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 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.
Low
Low to
moderate Moderate Moderately
High High Very
High
moderate Moderate Moderately
High High Very
High
- Address :
- One Lodha Place. 22nd & 23rd Floor, Senapati Bapat Marg, Lower Par el, Maharashtra, Mumbai - 400013.
-
- Contact :
- +91022-43255161
-
- Email ID :
- customerserivce@axismf.com
Other Calculators
Frequently Asked Questions
AXIS Balanced Advantage Fund (G) has delivered 8.73% since inception
The NAV of AXIS Balanced Advantage Fund (G) is ₹20.86 as of 13 Oct 2026
The expense ratio of AXIS Balanced Advantage Fund (G) is 2.15 % as of 13 Oct 2026
The AUM of AXIS Balanced Advantage Fund (G) 3763.98 CR as of 13 Oct 2026
The minimum SIP amount of AXIS Balanced Advantage Fund (G) is 100
The top stock holdings of AXIS Balanced Advantage Fund (G) are
- Net CA & Others - 14.35%
- ICICI Bank - 5.81%
- HDFC Bank - 5.65%
- Reliance Industr - 4.43%
- SBI - 3.26%
The top sectors AXIS Balanced Advantage Fund (G) has invested in are
- - 0%