Axis Balanced Advantage Fund Direct-Growth

NAV

₹22.2500

as on 03 Apr 2025, 11:11 PM

₹-0.0100(0.04%)

Last Change

Scheme Information

Axis Balanced Advantage Fund Direct-Growth

as of 28 Feb 2025, 05:30 AM

₹2,625.19 Cr

0.80%

16.43%

Scheme Asset Size
Expense Ratio
Cash Holding
Fund Type

Open-End

Plan

Growth

Exit Load

Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.

Benchmark

NIFTY 50 Hybrid Composite Debt 50:50 Index

Scheme Document

View

Sectors Holding in this Mutual Fund

Financial

17.50%

₹459.45 Cr

Cash Holding

16.43%

₹431.29 Cr

Energy

5.77%

₹151.60 Cr

Technology

5.05%

₹132.53 Cr

Healthcare

4.65%

₹122.03 Cr

Others

50.60%

₹1,328.35 Cr

Financial

17.50%

₹459.45 Cr

Cash Holding

16.43%

₹431.29 Cr

Energy

5.77%

₹151.60 Cr

Technology

5.05%

₹132.53 Cr

Healthcare

4.65%

₹122.03 Cr

Others

50.60%

₹1,328.35 Cr

GOI

14.52%

₹381.18 Cr

HDFC Bank Ltd.

6.02%

₹158.04 Cr

ICICI Bank Ltd.

3.88%

₹101.86 Cr

Infosys Ltd.

3.80%

₹99.76 Cr

Others

71.78%

₹1,884.36 Cr

GOI

14.52%

₹381.18 Cr

HDFC Bank Ltd.

6.02%

₹158.04 Cr

ICICI Bank Ltd.

3.88%

₹101.86 Cr

Infosys Ltd.

3.80%

₹99.76 Cr

Others

71.78%

₹1,884.36 Cr

Funds in this Category

This fund's returns: 13.70%

HDFC Balanced Advantage Fund Direct Plan-Growth

Min. Investment

₹100

19.88

Category Returns

6.47%

19.88%

3Y Returns

19.88 %

Franklin India Dynamic Asset Allocation Fund of Funds Direct-Growth

Min. Investment

₹500

13.75

Category Returns

6.47%

19.88%

3Y Returns

13.75 %

HDFC Dynamic PE Ratio FoF Direct- Growth

Min. Investment

₹100

13.69

Category Returns

6.80%

13.69%

3Y Returns

13.69 %

About Axis Balanced Advantage Fund Direct-Growth

Axis Balanced Advantage Fund Direct-Growth scheme return performance in last 1 year is 11.75%, in last 3 years is 47.16% and 120.95% since scheme launch. The min. SIP amount to invest in this scheme is ₹100.

Scheme Details

AUM:2,625.19 Cr
Category:Hybrid: Dynamic Asset Allocation
Launch Date:Invalid date
Fund Type:Open-End

AMC Information

Axis Mutual Fund

3,08,294.13 Cr
AUM
240
Schemes

Address

Address
Address
23rd Floor, One Lodha Place,S. B. Road, Lower Parel.400013
Phone Number
Phone Number
Phone : 022-24255161
Fax : 022-43255199
Email / Website
Email / Website

Investment Performance

₹ 1,00,000

would have given a return of

₹1,10,871

₹1,21,647

₹1,41,726

₹1,47,156

Bank Account

Fixed Deposit

Regular Mutual Fund

This Fund on Paytm Money

This Mutual Fund

Profit (absolute return)

₹47,156

47.16%

Investment Returns

In the last 3 months
In the last 6 months
In the last 1 year
11.75%
In the last 3 years
47.16%
In the last 5 years
114.36%
In the last 10 years
114.36%

Scheme Riskometer

Investors understand that their principal will be at very high risk

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