- Mutual Funds
- Axis Mutual Fund
- Axis Balanced Advantage Fund (PIDCW-I)
Axis Balanced Advantage Fund (PIDCW-I)
₹ 14.21
NAV (Sep 06)
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.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 14.21
NAV (Sep 6)
Fund Returns
Last 1Y | 28.8% |
Last 3Y | 12.3% |
Last 5Y | 13.3% |
Last 10Y | NA |
Since Inception | 10.5% |
6 Month CAGR | 12.9% |
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 | 2.02 |
Launched (0y ago) | 2.02 |
AUM in Crores | 2466.1 |
ISIN | INF846K01A60 |
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 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Axis Balanced Advantage Fund (PIDCW-I) | 10,18,892 | 2,86,280 | 13.3% | |
| 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%GOI
7.4%Others
5.8%HDFC Bank Ltd.
5.5%ICICI Bank Ltd.
5.1%Allocation by Sector
Financial
15.395867%Technology
6.86835%Energy
6.863964%Healthcare
5.810765%Automobile
5.586012%Comparison with Hybrid Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 46,488 cr | ||
₹ 3,347 cr | ||
₹ 5,044 cr | ||
₹ 12,117 cr | ||
₹ 24,596 cr |
About the AMC
Axis Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
6.013% | 7.007% | ||
- | 5.582% | ||
5.649% | 4.883% | ||
6.092% | 8.001% | ||
5.908% | 7.061% |
Axis Balanced Advantage Fund (PIDCW-I) Review
Axis Balanced Advantage Fund (PIDCW-I) is a Hybrid Hybrid fund and has delivered an annualised return of 10.518% over a period of 7 years. The fund is managed by Axis Mutual Fund. The fund manager’s name is [object Object],[object Object],[object Object],[object Object],[object Object].
Nav of Axis Balanced Advantage Fund (PIDCW-I) as of 9/6/2024 is ₹14.21 with the total AUM as of 9/7/2024 is ₹2466.116597. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Balanced Advantage Fund (PIDCW-I) was launched on 2017-08-01. The category risk of the fund is Average.
The minimum SIP amount for Axis Balanced Advantage Fund (PIDCW-I) 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.
Frequently Asked Questions
What is Axis Balanced Advantage Fund (PIDCW-I)?
How to invest in Axis Balanced Advantage Fund (PIDCW-I)?
You can invest in Axis Balanced Advantage Fund (PIDCW-I) 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 (PIDCW-I)?
The minimum sip amount for Axis Balanced Advantage Fund (PIDCW-I) is ₹1000. You can invest in multiples of ₹5000.
Is Axis Balanced Advantage Fund (PIDCW-I) good to invest in?
As per Scripbox experts, Axis Balanced Advantage Fund (PIDCW-I) is a 1 fund. You can investAxis Balanced Advantage Fund (PIDCW-I) fund 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 (PIDCW-I)?
The expense ratio of the Axis Balanced Advantage Fund (PIDCW-I) is 2.02% for regular plan.