Axis Balanced Advantage Fund - Regular Plan - Growth
Fund House: Axis Mutual Fund| Category: Hybrid: Dynamic Asset Allocation |
| Launch Date: 07-08-2017 |
| Asset Class: Mixed Asset |
| Benchmark: NIFTY 50 Hybrid Composite debt 50:50 Index |
| TER: 1.99% As on (28-02-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 2,629.6 Cr As on 28-02-2025(Source:AMFI) |
| Turn over: - | Exit Load: Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months. |
20.12
0 (0.0%)
9.47%
Benchmark: 11.41%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
AK Hybrid Balanced TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
6 Years 11 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme seeks to generate capital appreciation by investing in a portfolio of equity or equity linked securities while the secondary objective is to generate income through investments in debt and money market instruments.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 8.11 |
| Sharpe Ratio | 0.6 |
| Alpha | 2.14 |
| Beta | 1.03 |
| Yield to Maturity | 7.73 |
| Average Maturity | 16.14 |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Axis Balanced Advantage Fund - Regular Plan - Growth | 07-08-2017 | 11.22 | 19.37 | 12.61 | 14.42 | - |
| DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | 01-02-2014 | 12.57 | 16.17 | 10.58 | 13.36 | 8.65 |
| WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | 10-02-2023 | 10.87 | 16.84 | - | - | - |
| UTI - Unit Linked Insurance Plan | 01-10-1971 | 10.6 | 12.18 | 7.42 | 12.44 | 7.62 |
| Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | 25-04-2000 | 10.23 | 15.83 | 11.48 | 17.04 | 10.47 |
| Parag Parikh Dynamic Asset Allocation Fund - Regular Plan Growth | 27-02-2024 | 9.97 | - | - | - | - |
| LIC MF Balanced Advantage Fund-Regular Plan-Growth | 05-11-2021 | 9.36 | 12.82 | 9.55 | - | - |
| UTI Balanced Advantage Fund - Regular Plan - Growth Option | 10-08-2023 | 9.23 | - | - | - | - |
| Franklin India Balanced Advantage Fund- Growth | 06-09-2022 | 8.75 | 16.56 | - | - | - |
| HDFC Balanced Advantage Fund - Growth Plan | 01-02-1994 | 8.6 | 23.15 | 19.77 | 26.69 | 13.38 |
Scheme Characteristics
Investment in equity/ debt that is managed dynamically.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
3.43%
Others
34.76%
Large Cap
56.92%
Mid Cap
4.9%
