- Mutual Funds
- Axis Mutual Fund
- Axis Balanced Advantage Fund Regular Growth
Axis Balanced Advantage Fund Regular Plan Growth
₹ 20.59
NAV (May 02)
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.
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 | 1.99 % |
Launched 7Y ago | 2017-08-01 |
AUM in Crores | 2807.8 |
ISIN | INF846K01A52 |
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 | 0.6 |
Fund Managers
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 | |
|---|---|---|
₹ 55,360 cr | ||
₹ 3,309 cr | ||
₹ 5,670 cr | ||
₹ 12,239 cr | ||
₹ 23,229 cr |
Axis Balanced Advantage Fund Regular Plan Growth Review
Axis Balanced Advantage Fund Regular Plan Growth is a Dynamic Asset Allocation Or Balanced Advantage Hybrid fund and has delivered an annualised return of 9.76% over 7 years. The fund has grown 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 5/2/2025 is ₹20.59 with the total AUM as of 5/3/2025 is ₹2807.81. 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 Very High.
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.