AXIS Balanced Advantage Fund (G)
Invest in Mutual Funds at 0 Transaction cost
-
NAV
21.36
03 Nov 2026
-
0.95%
1 Day
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10.70%
3Y CAGR returns
-
₹ 100
Min SIP -
₹ 100
Min Lumpsum -
2.18%
Expense Ratio -
3,651 Cr
Fund Size -
9 Years
Fund Age
Returns and Ranks ( as on 03 Nov 2026 )
- 1Y Returns
- 3Y Returns
- 5Y Returns
- MAX Returns
- Trailing Returns
- -0.65%
- 10.70%
- 8.10%
- 8.54
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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.
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
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- 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 03 Nov 2026.
The expense ratio of AXIS Balanced Advantage Fund (G) is 2.18% as of 03 Nov 2026.
The AUM of AXIS Balanced Advantage Fund (G) is ₹3,763.98 Cr as of 03 Nov 2026.
The minimum SIP amount of AXIS Balanced Advantage Fund (G) is ₹100. The minimum lump sum amount is ₹100.
Open the 5paisa app, search AXIS Balanced Advantage Fund (G), tap Invest, select SIP or Lump Sum, enter the amount, and complete the payment.
Log in to 5paisa, open the AXIS Balanced Advantage Fund (G) page, choose SIP, select the date and amount, and set up the mandate.
Go to Portfolio on 5paisa, select AXIS Balanced Advantage Fund (G), tap Redeem, enter units or amount, and confirm.
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%