Axis Balanced Advantage Fund Regular Plan Growth

Hybrid Generate Income and create wealth
Balanced Advantage
Category Rank
Axis Balanced Advantage Fund Regular Plan Growth
Rating
Fund
Time to Invest
Axis Balanced Advantage Fund Regular Plan Growth
NAV
14.62
(14/10/2021)
L 52Wk H
11.51
14.54
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Axis Balanced Advantage Fund Regular Plan Growth

Hybrid
Balanced Advantage
Generate Income and create wealth
Rank Axis Balanced Advantage Fund Regular Plan Growth
Fund
NAV
14.62
(14/10/2021)
Time to Invest
Axis Balanced Advantage Fund Regular Plan Growth
Rating
L 52Wk H
11.51
14.54
Investment 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. .

Category
  • Hybrid - Balanced Advantage
Benchmark
  • NIFTY 50 Hybrid Composite Debt 50:50 Index
Returns
Absolute
1M
2.02%
3M
8.94%
6M
15.67%
Annualised
1Y
25.39%
3Y
11.95%
5Y
-
Historical NAV
NAV for scheme Axis Balanced Advantage Fund - Regular Plan - Growth 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 Growth

AUM

1542.18 Cr
Axis Balanced Advantage Fund Regular Plan Growth AUM is 84% 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

2.15%
Axis Balanced Advantage Fund Regular Plan Growth Expense Ratio is 74% lower than other schemes in the category

Turnover Ratio

NA