AXIS BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH

NORMAL RISK
Hybrid
Hybrid: Dynamic Asset Allocation
6M returns
16.07 %
Current NAV
20.01
1M3M6M1Y3Y5YALL
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Min. SIP
100
AUM
₹ 2322.5 Cr

Return Calculator

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

Investment distribution

GOI11.7 %
Others10.0 %
HDFC Bank6.5 %
ICICI Bank5.4 %
Reliance Industries5.2 %
Infosys3.8 %

Fund Manager

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

Fund Information

Launched
06 Aug 2017(6 years ago)
Expense ratio2.03%
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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