₹ 20.62
NAV (Oct 15)
Dynamic Asset Allocation Or Balanced Advantage funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 20.62
NAV (Oct 15)
Last 1Y | 28.9% |
Last 3Y | 12.1% |
Last 5Y | 13.1% |
Last 10Y | NA |
Since Inception | 10.6% |
6 Month CAGR | 13.5% |
The scheme seeks 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.
Expense Ratio | 2.02 |
Launched (0y ago) | 2.02 |
AUM in Crores | 2577.3 |
ISIN | INF846K01A52 |
Lock-in | - |
Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 7.7 |
Beta | 0.6 |
Sharpe Ratio | 1 |
YTM | - |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Axis Balanced Advantage Fund (G) | 10,12,669 | 2,80,057 | 13.1% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Others
9%GOI
7.4%Others
5.8%HDFC Bank Ltd.
5.5%ICICI Bank Ltd.
5.1%Financial
15.4%Technology
6.9%Energy
6.9%Healthcare
5.8%Automobile
5.6%Fund Name | Fund Size | |
---|---|---|
₹ 50,495 cr | ||
₹ 3,342 cr | ||
₹ 5,410 cr | ||
₹ 12,689 cr | ||
₹ 24,796 cr |
Axis Mutual Fund
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
6.2% | 7% | ||
- | 5.8% | ||
5.8% | 4.9% | ||
6.3% | 8% | ||
6.1% | 7.1% |
Axis Balanced Advantage Fund Regular Plan Growth is a Dynamic Asset Allocation Or Balanced Advantage Hybrid fund and has delivered an annualised return of 10.561% over a period of 7 years. The fund is managed by Axis Mutual Fund. The fund managers are Ashish Naik, Devang Shah, Hardik Shah, Jayesh Sundar, R Sivakumar.
Nav of Axis Balanced Advantage Fund as of 10/15/2024 is ₹20.62 with the total AUM as of 10/16/2024 is ₹2577.318601. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Balanced Advantage Fund was launched on 2017-08-01. The category risk of the fund is Average.
The minimum SIP amount for Axis Balanced Advantage Fund Regular Plan Growth is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
What is Axis Balanced Advantage Fund?
How to invest in Axis Balanced Advantage Fund?
You can invest in Axis Balanced Advantage Fund Regular Plan through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Axis Balanced Advantage Fund?
The minimum sip amount for Axis Balanced Advantage Fund Regular Plan is ₹1000. You can invest in multiples of ₹5000.
Is Axis Balanced Advantage Fund Regular Plan good to invest in?
As per Scripbox experts, it is a 1 fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Axis Balanced Advantage Fund Regular Plan Growth?
The expense ratio of the Axis Balanced Advantage Fund Regular Growth is 2.02% for regular plan.
What is the NAV of Axis Balanced Advantage Fund?
Today's Axis Balanced Advantage Fund Regular Growth NAV is ₹20.62.