Axis Balanced Advantage Fund Regular Plan Growth

NORMAL RISK
Hybrid
Hybrid: Dynamic Asset Allocation
6M returns
1.93 %
Current NAV
20.60
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Min. SIP
100
AUM
₹ 2807.8 Cr

Return Calculator

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

Investment distribution

Others19.4 %
GOI12.2 %
HDFC Bank6.0 %
ICICI Bank4.1 %
Reliance Industries3.7 %
Infosys3.3 %

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 ratio1.98%
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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