AXIS BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH

NORMAL RISK
Hybrid
Hybrid: Dynamic Asset Allocation
6M returns
16.85 %
Current NAV
20.62
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Min. SIP
100
AUM
₹ 2523.5 Cr

Return Calculator

Amount per month100
Over the past
1Y
3Y
5Y
Return amount NA
Total Investment
1,200

Investment distribution

Others15.8 %
GOI11.7 %
HDFC Bank5.2 %
Infosys4.3 %
ICICI Bank3.9 %
Reliance Industries3.6 %

Fund Manager

RS
R Sivakumar
DS
Devang Shah
AN
Ashish Naik
HS
Hardik Shah
JS
Jayesh Sundar

Fund Information

Launched
06 Aug 2017(7 years ago)
Expense ratio2.01%
Exit LoadExit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
Benchmark index
NIFTY 50 Hybrid Composite debt 50:50 Index100%

Fund Objective

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.

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