• Mutual Funds
  • Axis Mutual Fund
  • Axis Balanced Advantage Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A)

Formerly Axis Dynamic Equity Reg IDCW-R

Axis Mutual Fund

Axis Balanced Advantage Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A)

HybridDynamic Asset Allocation Or Balanced Advantage

12.67

NAV (Dec 03)

8.6%
Till Date CAGR
Scripbox Opinion

Not Reviewed yet

Our analysis of this fundLearn how we rate funds ->

Track Record

4 Years.

Relative Size

1,789 Cr.

Category View

.

Consistency Of Performance

.

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    Historical growth rate of 12% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only

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Historical NAV

12.67

NAV (Dec 3)

Fund Returns

Last 1Y

18.2%

Last 3Y

10.3%

Last 5Y

NA

Last 10Y

NA

Since Inception

8.6%

6 Month CAGR

9.1%

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Scheme Information

Investment Objective

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. However,there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

High Risk

Expense Ratio

2.3

Launched (4y ago)

Aug 01, 2017

AUM in Crores

1788.826

ISIN

INF846K01A78

Lock-in

No Lock-in

Benchmark

IISL Nifty 50 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Anupam Tiwari

Fund Manager

user-avatar

R Sivakumar

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 93,3385.00%

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.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
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comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record
Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 8,193 cr

5

₹ 18,740 cr

5

₹ 3,414 cr

5

₹ 2,707 cr

5

₹ 1,256 cr

5

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About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 255,984 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 30 equity,101 debt and 35 hybrid funds.

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  • tel-amc-about
    022-43255161
  • mail-amc-about
    customerservice@axismf.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    Axis Liquid Fund (G)

    Axis Liquid Fund (G)

    4.8%

    7.2%

    19.6%

    13.7%

    26.3%

    19.7%

    4.3%

    6.8%

    3.6%

    5.2%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

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    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    About Axis Balanced Advantage Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A)

    About Axis Balanced Advantage Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A)

    Axis Balanced Advantage Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A) is a Dynamic Asset Allocation Or Balanced Advantage Hybrid fund and has delivered an annualised return of 8.6% over a period of 4 years. The fund was previously known as Axis Dynamic Equity Reg IDCW-R . The fund is managed by Axis Asset Management Company Limited. The fund managers are Anupam Tiwari, R Sivakumar

    Axis Balanced Advantage Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A) Investment Objective

    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. However,there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns. . However, there is no assurance that the objective of the scheme will be realized.

    Axis Balanced Advantage Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A) NAV,AUM,Risk

    The Axis Balanced Advantage Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A) fund was launched on Aug 01, 2017. The NAV (Net Asset Value) of this Dynamic Asset Allocation Or Balanced Advantage Hybrid fund as of 2021-12-03 is ₹12.67. The total AUM (Asset Under Management) of the fund as of 06/12/2021 is ₹1788.826. The category risk of the Axis Balanced Advantage Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A) fund is High Risk. The fund charges 2.3 % as expense ratio.

    Axis Balanced Advantage Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A) Holdings

    The fund’s highest allocation is towards Equity and has invested 45.1% in this asset class. The top three holdings of the fund are , clearing corporation of india ltd , net receivables / (payables) , icici bank ltd , nifty 50 index november 2021 future , tata consultancy services ltd , infosys ltd , hdfc bank ltd , reliance industries ltd , bajaj finance ltd , housing development finance corp ltd , avenue supermarts ltd , kotak mahindra bank ltd , power finance corporation limited , 3% axis bank limited (22/07/2022) , asian paints ltd , ultratech cement ltd , bharti airtel ltd , future on reliance industries ltd , power finance corporation limited , sikka ports & terminals limited , ambuja cements ltd , divi's laboratories ltd , 3% axis bank limited (03/03/2022) , coforge ltd , future on tata consultancy services ltd , power finance corporation limited , tech mahindra ltd , national highways authority of india , hindustan unilever ltd , sona blw precision forgings ltd , nestle india ltd , national bank for agriculture and rural development , future on united spirits ltd , maruti suzuki india ltd , mahindra & mahindra ltd , united spirits ltd , future on icici bank ltd , future on bajaj finance ltd , godrej consumer products ltd , shree cement ltd , larsen & toubro ltd , future on tata power co ltd , tata power co ltd , 2.6% axis bank limited (14/01/2022) , food corporation of india , titan co ltd , sun pharmaceuticals industries ltd , future on asian paints ltd , nirma limited , persistent systems ltd , future on infosys ltd , indian railway finance corporation limited , indigo paints ltd ordinary shares , tata steel ltd , mphasis ltd , 2.6% axis bank limited (31/01/2022) , tata motors ltd , 3% axis bank limited (28/07/2022) , future on divi's laboratories ltd , mindtree ltd , future on havells india ltd , havells india ltd , future on tata motors ltd , power finance corporation limited , reliance industries ltd ordinary shares (partly paid rs.5) , rolex rings ltd , future on mahindra & mahindra ltd , future on tech mahindra ltd , future on hindustan unilever ltd , future on ambuja cements ltd , gland pharma ltd , future on adani ports & special economic zone ltd , adani ports & special economic zone ltd , future on muthoot finance ltd , muthoot finance ltd , cholamandalam investment and finance co ltd , motherson sumi systems ltd , container corporation of india ltd , future on steel authority of india ltd , steel authority of india ltd , future on titan co ltd , future on tata steel ltd , future on bharti airtel ltd , future on lupin ltd , clean science and technology ltd , lupin ltd , future on itc ltd , itc ltd , future on eicher motors ltd , eicher motors ltd , future on kotak mahindra bank ltd , indian railway finance corporation limited , nhpc limited , icici bank limited , 3% axis bank limited (22/08/2022) , state bank of india , mahindra cie automotive ltd , future on dabur india ltd , dabur india ltd , future on tata consumer products ltd , tata consumer products ltd , national bank for agriculture and rural development , future on cholamandalam investment and finance co ltd , aditya birla fashion and retail ltd , future on aditya birla fashion and retail ltd , future on state bank of india , future on bharat forge ltd , future on jindal steel & power ltd , jindal steel & power ltd , gail (india) ltd , bharat forge ltd , future on adani enterprises ltd , adani enterprises ltd , future on zee entertainment enterprises ltd , zee entertainment enterprises ltd , future on dlf ltd , future on gail (india) ltd , future on dr reddy's laboratories ltd , dr reddy's laboratories ltd , indraprastha gas ltd , future on indraprastha gas ltd , indian railway catering and tourism corp ltd , future on indian railway catering and tourism corp ltd , coastal gujarat power limited , dlf ltd

    Axis Balanced Advantage Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A) Sip

    The minimum SIP (Systematic Investment Plan) amount for this 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.

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