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: 2.0% As on (31-01-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 2,655.01 Cr As on 31-01-2025(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. |
19.52
-0.04 (-0.2049%)
9.14%
Benchmark: 11.42%
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 | 7.83 |
| Sharpe Ratio | 0.66 |
| Alpha | 2.41 |
| Beta | 1.01 |
| 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 | 8.75 | 17.54 | 11.93 | 11.24 | - |
| DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | 01-02-2014 | 9.07 | 13.75 | 9.7 | 9.39 | 8.31 |
| UTI - Unit Linked Insurance Plan | 01-10-1971 | 8.54 | 10.89 | 6.94 | 8.74 | 7.4 |
| WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | 10-02-2023 | 7.63 | 15.04 | - | - | - |
| UTI Balanced Advantage Fund - Regular Plan - Growth Option | 10-08-2023 | 6.79 | - | - | - | - |
| Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | 25-04-2000 | 6.6 | 13.64 | 10.65 | 11.85 | 9.8 |
| ICICI Prudential Balanced Advantage Fund - Growth | 01-12-2006 | 6.55 | 13.71 | 11.53 | 12.52 | 10.28 |
| Franklin India Balanced Advantage Fund- Growth | 06-09-2022 | 5.99 | 15.58 | - | - | - |
| Kotak Balanced Advantage Fund -Regular Plan - Growth Option | 05-07-2018 | 5.69 | 12.04 | 9.84 | 10.87 | - |
| SBI Balanced Advantage Fund - Regular Plan - Growth | 01-08-2021 | 5.6 | 15.35 | 12.53 | - | - |
Scheme Characteristics
Investment in equity/ debt that is managed dynamically.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
4.06%
Others
32.99%
Large Cap
57.28%
Mid Cap
5.68%
