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AXIS Balanced Advantage Fund - Direct Growth
14.16
21.03
13.61
-2.27
1.17
-2.40
5.91
11.52
  • NAV

    22.39

    as on 20 Dec 2024

  • ₹-0.19 (-0.84%)

    Last Change

  • 14.16%

    3Y CAGR returns

  • ₹ 100

    Min SIP

  • ₹ 100

    Min Lumpsum

  • 0.81%

    Expense Ratio
  • Rating

  • 2,599 Cr

    Fund Size

  • 7 Years

    Fund Age
SIP One-Time

SIP Calculator

SIP One-Time
₹ ₹
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00
₹
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00

Returns and Ranks ( as on 20 Dec 2024 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 21.03%
  • 14.16%
  • 13.61%
  • 11.52
By Holding By Sector By Asset
14.15%
7.10%
6.06%
5.09%
4.12%
63.48%
View all Holdings
  • 3.66Alpha
  • 2.25SD
  • 0.58Beta
  • 0.86Sharpe
  • 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.
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. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.

Jayesh Sundar

Low Low to
moderate Moderate Moderately
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High
  • Fund Name
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Axis Mutual Fund

  • AUM :
  • 313,387Cr
  • Address :
  • One Lodha Place. 22nd & 23rd Floor,Senapati Bapat Marg, Lower Parel, Maharashtra, Mumbai - 400013.
  • Contact :
  • +91022-43255161
  • Email ID :
  • customerserivce@axismf.com
  • Fund Name
Mutual Fund by Category
Equity Debt Hybrid

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FAQs

You can invest in AXIS Balanced Advantage Fund - Direct Growth in a quick and simple process. Follow the below steps

  1. Login to your 5paisa account, Go to the Mutual Funds section.
  2. Search for AXIS Balanced Advantage Fund - Direct Growth in the search box.
  3. Click on "Start SIP" if you wish to do a SIP or click on "One-time" if you wish to invest a lumpsum amount then click on "Invest Now"

AXIS Balanced Advantage Fund - Direct Growth has delivered 11.82% since inception

The NAV of AXIS Balanced Advantage Fund - Direct Growth is ₹21.73 as of 20 Dec 2024

The expense ratio of AXIS Balanced Advantage Fund - Direct Growth is % as of 20 Dec 2024

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on "Redeem all units

The AUM of AXIS Balanced Advantage Fund - Direct Growth 2183.67 CR as of 20 Dec 2024

The minimum SIP amount of AXIS Balanced Advantage Fund - Direct Growth is 100

The top stock holdings of AXIS Balanced Advantage Fund - Direct Growth are

  1. Net CA & Others - 14.15%
  2. GSEC2063 - 7.10%
  3. HDFC Bank - 6.06%
  4. Reliance Industr - 5.09%
  5. Infosys - 4.12%

The top sectors AXIS Balanced Advantage Fund - Direct Growth has invested in are

  1. Debt - 30.54%
  2. Banks - 15.8%
  3. IT-Software - 4.96%
  4. Petroleum Products - 4.86%
  5. Automobiles - 4.37%

  1. Step 1: Visit the fund house website
  2. Step 2: Log in to your account by adding Folio No. and M-Pin
  3. Step 3: Click on Widhrawal > Redemption
  4. Step 4: Select AXIS Balanced Advantage Fund - Direct Growth in Scheme, enter the redemption amount, and click on submit button.

Yes, You can select both SIP or Lumpsum investment of AXIS Balanced Advantage Fund - Direct Growth based on your investment objective and risk tolerance

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