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  • Axis Mutual Fund
  • Axis Balanced Advantage Fund (Growth)

Formerly Axis Dynamic Equity Reg Gr

Axis Mutual Fund

Axis Balanced Advantage Fund (Growth)

HybridDynamic Asset Allocation Or Balanced Advantage

14.61

NAV (Nov 25)

7.3%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in dynamic asset allocation or balanced advantage mutual funds.

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.

Dynamic Asset Allocation funds change their exposure to debt and equity dynamically - taking a call on market valuation & conditions.

This makes their performance difficult to assess.

With a high Equity component, the impact of market fluctuations on these funds is high.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Satisfactory

The performance of the fund on a Fund Size metric has been Satisfactory

Outperformance Consistency

Poor

The performance of the fund on a Outperformance Consistency metric has been Poor

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

14.61

NAV (Nov 25)

Fund Returns

Last 1Y

1.1%

Last 3Y

8.9%

Last 5Y

7.3%

Last 10Y

NA

Since Inception

7.4%

6 Month CAGR

8.9%

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.

Expense Ratio

2.03

Launched (5y ago)

Aug 01, 2017

AUM in Crores

2410.724

ISIN

INF846K01A52

Lock-in

No Lock-in

Benchmark

IISL Nifty 50 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

9.7

Standard Deviation (5yr)

8.4

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0.464

Sharpe Ratio (5yr)

0.273

YTM

7.19

Fund Managers

Hardik Shah

Fund Manager

R Sivakumar

Fund Manager

Anupam Tiwari

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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.

Asset allocation and Holdings

Last updated on 2022-11-25

Top Stock Holdings

7.38 6/20/2027 12:00:00 am

7.5%
7.5%

net receivables / (payables)

7.5%
7.5%

icici bank ltd

7.2%
7.2%

hdfc bank ltd

5.2%
5.2%

clearing corporation of india ltd

5.1%
5.1%
See all holdings

Allocation by Sector

financial services

26.5%
26.5%

basic materials

11.1%
11.1%

technology

7.8%
7.8%

consumer cyclical

7%
7%

healthcare

5.1%
5.1%
See all sectors

Compare Axis Balanced Advantage Fund (Growth)

Fund NameFund SizeRolling Returns
ICICI Prudential Equity & Debt Fund (G)
ICICI Prudential Equity & Debt Fund (G)

₹ 21,109 cr

₹ 2,759 cr

₹ 406 cr

₹ 3,307 cr

₹ 761 cr

About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 255,604 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 30 equity,104 debt and 32 hybrid funds.

amc-img

  • 022-43255161
  • customerservice@axismf.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    6.1%

    8%

    4.1%

    7%

    5.7%

    7.5%

    6.5%

    8%

    10.2%

    4.3%

    Axis Balanced Advantage Fund (G) Review

    Axis Balanced Advantage Fund (G) is a Dynamic Asset Allocation Or Balanced Advantage Hybrid fund and has delivered an annualised return of 7.4% over a period of 5 years. The fund was previously known as Axis Dynamic Equity Reg Gr. The fund is managed by Axis Asset Management Company Limited. The fund managers are Anupam Tiwari, Hardik Shah, R Sivakumar.

    Nav of Axis Balanced Advantage Fund (G) as of 11/25/2022 is ₹14.61 with the total AUM as of 11/26/2022 is ₹2410.724. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Balanced Advantage Fund (G) was launched on Aug 01, 2017. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Axis Balanced Advantage Fund (G) 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 (G)?

    Axis Balanced Advantage Fund (G) is a Dynamic Asset Allocation Or Balanced Advantage Hybrid scheme predominantly investing across Hybrid stocks with an investment objective to generate wealth over the long term.

    How to invest in Axis Balanced Advantage Fund (G)?

    You can invest in Axis Balanced Advantage Fund (G) 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 (G)?

    The minimum sip amount for Axis Balanced Advantage Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is Axis Balanced Advantage Fund (G) good to invest in?

    As per Scripbox experts, Axis Balanced Advantage Fund (G) is a Neutral fund. You can investAxis Balanced Advantage Fund (G) 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 (G)?

    The expense ratio of the Axis Balanced Advantage Fund (G) is 2.03% for regular plan.