- Mutual Funds
- Axis Mutual Fund
- Axis Balanced Advantage Fund Direct Growth
Axis Balanced Advantage Fund Direct Plan Growth
₹ 22.09
NAV (Apr 04)
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.
Axis Balanced Advantage Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment3,68,633
Wealth Gained11,01,245
Total Corpus Created (₹)
With CAGR of 16.286 % in 5 yearsHistorical NAV
₹ 22.09
NAV (Apr 4)
Fund Returns
Last 1Y | 10.8% |
Last 3Y | 13.2% |
Last 5Y | 16.3% |
Last 10Y | - |
Since Inception | 10.9% |
6 Month CAGR | -2.2% |
Scheme Information
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 | 0.79 % |
Launched 7Y ago | 2017-08-01 |
AUM in Crores | 2625.2 |
ISIN | INF846K01A29 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 8.1 |
Beta | 0.6 |
Sharpe Ratio | 0.8 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Axis Balanced Advantage Fund Direct (G) | 11,01,245 | 3,68,633 | 16.3% | |
| 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.
Asset allocation and Holdings
Top Stock Holdings
Others
9.01%GOI
7.45%Others
5.8%HDFC Bank Ltd.
5.47%ICICI Bank Ltd.
5.12%
Allocation by Sector
Financial
17.5%Energy
5.77%Technology
5.05%Healthcare
4.65%Automobile
2.93%
Comparison with Hybrid Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 52,257 cr | ||
₹ 3,236 cr | ||
₹ 5,511 cr | ||
₹ 22,130 cr | ||
₹ 11,696 cr |
About the AMC
Axis Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
8% | 8.7% | ||
6.3% | 5.1% | ||
7.7% | 8.3% | ||
7.1% | 7.7% | ||
7.4% | 8.2% |
Axis Balanced Advantage Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment3,68,633
Wealth Gained11,01,245
Total Corpus Created (₹)
With CAGR of 16.286 % in 5 yearsFrequently Asked Questions
What is the expense ratio for Axis Balanced Advantage Fund Direct Plan Growth?
What is the current AUM of Axis Balanced Advantage Fund Direct Growth?
What is the latest NAV of Axis Balanced Advantage Fund Direct Growth?
What is the Riskometer rating for Axis Balanced Advantage Fund Direct Plan Growth?
Which are the top sector holdings in Axis Balanced Advantage Fund Direct Plan?
Which are the top stock holdings in Axis Balanced Advantage Fund Direct Plan?
What is the asset allocation of Axis Balanced Advantage Fund Direct Plan Growth?
What has been the performance of Axis Balanced Advantage Fund Direct Growth returns?
Does Axis Balanced Advantage Fund Direct Growth have a lock-in period?
Can I invest in both SIP and lump sum options in Axis Balanced Advantage Fund Direct Plan Growth?
How to invest in Axis Balanced Advantage Fund Direct Growth?
How can I redeem my investment in Axis Balanced Advantage Fund Direct Plan?