Hybrid Generate Income and create wealth
Balanced Advantage
Category Rank
Axis Balanced Advantage Fund Regular Plan Idcw Payout
Rating
Fund
Time to Invest
Axis Balanced Advantage Fund Regular Plan Idcw Payout
NAV
12.01
(29/09/2023)
L 52Wk H
10.55
12.20
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Axis Balanced Advantage Fund Regular Plan Idcw Payout

Hybrid
Balanced Advantage
Generate Income and create wealth
Rank Axis Balanced Advantage Fund Regular Plan Idcw Payout
Fund
NAV
12.01
(29/09/2023)
Time to Invest
Axis Balanced Advantage Fund Regular Plan Idcw Payout
Rating
L 52Wk H
10.55
12.20
Investment Objective

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. 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. .

Category
  • Hybrid - Balanced Advantage
Benchmark
  • NIFTY 50 Hybrid Composite Debt 50:50 Index
Returns
Absolute
1M
1.44%
3M
4.34%
6M
13.09%
Annualised
1Y
13.07%
3Y
12.15%
5Y
8.11%
Historical NAV
NAV for scheme Axis Balanced Advantage Fund - Regular Plan - IDCW is
Growth of 10,000
An investment of 10000 for in this scheme would have grown to Rs.

Risk of the fund

Axis Balanced Advantage Fund Regular Plan Idcw Payout

AUM

1978.89 Cr
Axis Balanced Advantage Fund Regular Plan Idcw Payout AUM is 81% lower than other schemes in the category

Load

Entry Load - NIL
Exit Load - Nil for 10% of investments and 1% for remaining investments on or before 12M Nil after 12M
Lock In Period - NIL

Expense Ratio

2.08%

Turnover Ratio

NA