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 (30-12-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 2,636.5 Cr As on 31-12-2024(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. |
20.02
0.1 (0.4995%)
9.61%
Benchmark: 11.53%
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 | 7.82 |
| Sharpe Ratio | 0.6 |
| Alpha | 2.74 |
| Beta | 1.01 |
| Yield to Maturity | 7.73 |
| Average Maturity | 16.14 |
PEER COMPARISON
Scheme Characteristics
Investment in equity/ debt that is managed dynamically.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
4.5%
Others
32.71%
Large Cap
55.7%
Mid Cap
7.11%
Scheme Documents
There are no scheme documents available
