NAV Growth

Growth of each fund's NAV over the selected period, rebased to 0%

Growth of each fund's NAV over the selected period, rebased to 0%

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Fund Details

Fund Details	AXIS Balanced Advantage Fund - Direct (G)
Fund Type	Hybrid
Risk	Very High
Min SIP Amount	₹10
Min Lumpsum	₹100
Expense Ratio	1.00%
NAV	₹25.11 (11 Nov 2026)
Fund Size	₹3,643.09 Cr
Fund Started	01 Aug 2017
Lock-in Period	No lock-in
Exit Load	If redeemed/swich out within 12 months from the date of allotment, - For 10% of investments : Nil - For remaining investments : 1% NIL - If redeemed/switch out after 12 months from the date of allotment.

Returns	AXIS Balanced Advantage Fund - Direct (G)
1M	6.34%
3M	1.71%
6M	4.78%
1Y	4.43%
3Y	12.98%
5Y	10.04%
Since Inception	10.38%

Trailing risk-adjusted performance measures

Risk Ratio	AXIS Balanced Advantage Fund - Direct (G)
Alpha	5.37
Beta	0.62
Sharpe	0.62
Standard Deviation	2.57

Holding Analysis	AXIS Balanced Advantage Fund - Direct (G)
Top 5 Holdings	28.75%
Top 10 Holdings	41.81%
Portfolio Turnover	3.92
Equity	74.79%
Debt	24.86%
Cash	—

Fund Manager	AXIS Balanced Advantage Fund - Direct (G)
Name	, , ,

About	AXIS Balanced Advantage Fund - Direct (G)
AMC	Axis Mutual Fund
Scheme Category	Dynamic Asset Allocation Fund or Balanced Advantage Fund
Benchmark	Nifty 50 Hybrid Composite Debt 50:50 Index
Launch Date	11 Jul 2017