Axis Balanced Advantage Fund - Regular Plan - Growth

Fund House: Axis Mutual Fund

Category: Hybrid: Dynamic Asset Allocation

Status: Open Ended Schemes

Launch Date: 07-08-2017

Minimum Investment: 100.0

Asset Class: Mixed Asset

Minimum Topup: 100.0

Benchmark: NIFTY 50 Hybrid Composite debt 50:50 Index

Total Assets: 3493.36 As on (29-08-2025)

Expense Ratio: 1.93% As on (31-08-2025)

Turn over: 81.00% | Exit Load: If redeemed / switched-out within 12 months from the date of allotment For 10% of investments: Nil FIFO basis,for remaining investments: 1% w.e.f., 25/09/2017

NAV as on 07-10-2025

21.03

0.02

CAGR Since Inception

9.43%

NIFTY 50 Hybrid Composite debt 50:50 Index 11.49%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Axis Balanced Advantage Fund - Regular Plan - Growth 3.39 13.97 12.82 - 9.43
Benchmark - - - - -
Hybrid: Dynamic Asset Allocation 2.49 12.01 12.3 9.7 10.07

Funds Manager

Mr. Jayesh Sundar, Mr. Devang Shah, Mr. Hardik Shah

RETURNS CALCULATORS for Axis Balanced Advantage Fund - Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of Axis Balanced Advantage Fund - Regular Plan - Growth

Portfolio Holdings

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Sector Allocation

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PEER COMPARISION of Axis Balanced Advantage Fund - Regular Plan - Growth

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
Axis Balanced Advantage Reg Gr 07-08-2017 3.39 14.96 13.97 12.82 0.0
ICICI Pru Balanced Advtg Gr 01-12-2006 7.51 14.36 13.37 14.4 11.12
WhiteOak Capital Balanced Advantage Fund Reg Gr 10-02-2023 6.2 14.33 0.0 0.0 0.0
Parag Parikh Dynamic Asset Allocation Reg Gr 27-02-2024 5.62 0.0 0.0 0.0 0.0
DSP Dynamic Asset Allocation Reg Gr 01-02-2014 5.31 12.56 11.57 10.61 8.9
UTI Unit Linked Insurance 01-10-1971 5.19 10.42 9.2 10.12 7.89
Mirae Asset Balanced Advantage Fund Reg Gr 18-08-2022 4.99 12.03 12.59 0.0 0.0
Baroda BNP Paribas Balanced Advantage Fund Reg Gr 14-11-2018 4.98 14.39 14.25 14.0 0.0
Helios Balanced Advantage Reg Gr 27-03-2024 4.95 0.0 0.0 0.0 0.0
Nippon India Balanced Advtg Gr Gr 05-11-2004 4.83 13.47 12.6 13.68 10.45

Asset Allocation (%)

Key Performance and Risk Statistics of Axis Balanced Advantage Fund - Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Axis Balanced Advantage Fund - Regular Plan - Growth 7.39 1.0 6.85 0.12 7.73 16.14
Hybrid: Dynamic Asset Allocation - - - - - -