Axis Mutual Fundimage

Axis Balanced Advantage Fund

HybridDynamic Asset Allocation/Balanced AdvantageGrowthIDCWIDCW-Reinvestment

Fund Overview

NAV (20 Dec 24)

₹ 20.23

AUM (in Cr)

₹ 2599.22

5 Years CAGR

% 12.39

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Axis Balanced Advantage Fund
1.95
-0.97
6.25
19.64
12.64
12.39
Nifty 50 Hybrid Composite Debt 50:50 Index
1.19
-2.04
3.35
11.02
9.93
11.92
Dynamic Asset Allocation/Balanced Advantage
1.76
6.29
11.30
25.75
13.40
14.83

Note:  The Benchmark adopted by the AMC may be different from the one indicated above. Information available here is on the basis of internal data, publicly available information and other sources believed to be reliable, produced for information purpose only and should not be construed as investment advice to any party.

Scheme Information

Investment Objective

To generate capital appreciation by investing in a portfolio of equity or equity linked securities while secondary objective is to generate income through investments in debt and money market instruments. It also aims to manage risk through active asset allocation.

Expense Ratio
% 1.99
Benchmark
Nifty 50 Hybrid Composite Debt 50:50 Index
AUM
₹ 2599.22
Inception Date
11 Jul 2017
Turnover Ratio
% 434.00
Exit Load
If redeemed / switched-out within 12 months from the date of allotment, For 10% of investments: Nil. For remaining investments: 1%.If redeemed / switched - out after 12 months from the date of allotment: NiL.
Asset Class
Hybrid
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Axis Mutual Fund

Total AUM

₹ 313387.24

No. of Schemes under this AMC

80

Phone

43255161

Email

customerservice@axismf.com

Incorporation Date

9/4/2009

Address

Axis House, 1st Floor,, C-2, Wadia International Centre,, Pandurang Budhkar Marg,

Mumbai - 400025

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Axis Balanced Advantage Fund

HybridDynamic Asset Allocation/Balanced Advantage
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