Axis Balanced Advantage Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Axis Balanced Advantage Growth Direct Plan

NAV
₹22.3200
+1.09%
(22 Nov)
AUM
2,547 Cr
TER
0.83%
Risk
Moderately High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+26.0%
+24.6%
+21.3%
+19.9%
+19.2%
+16.6%
3Y
+12.6%
+21.1%
+13.4%
+13.6%
+11.7%
+13.8%
5Y
+13.5%
+20.4%
+17.2%
NA
+13.0%
+11.7%
ALL
+11.4%
+16.1%
+16.3%
+13.5%
+14.7%
+9.2%
VOL
8.3%
13.9%
10.8%
5.8%
-
8.7%
TER
0.8%
0.7%
0.7%
0.7%
-
1.2%
AUM
₹2,547 Cr
₹94,866 Cr
₹4,115 Cr
₹32,661 Cr
-
₹135 Cr
INFO
1.37
1.16
1.51
2.32
-
1.05
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Axis Balanced Advantage (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Aug
Top holdings
Net Receivables / (Payables)
12.2%
7.25% Govt Stock 2063
7.3%
HDFC Bank Ltd
5.4%
ICICI Bank Ltd
5.1%
Reliance Industries Ltd
4.5%
Infosys Ltd
4.4%
Clearing Corporation Of India Ltd
3.6%
Sun Pharmaceuticals Industries Ltd
2.5%
Mahindra & Mahindra Ltd
2.4%
Bajaj Finance Ltd
2.3%
Top industry exposure
Financial Services
23.1%
Technology
7.5%
Energy
6.7%
Healthcare
6.4%
Industrials
6.4%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
-
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
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.
Fund manager(s)
Devang Shah
Ashish Naik
Hardik Shah
Jayesh Sundar

FAQs