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Axis Balanced Advantage Fund Regular Growth
HybridDynamic Asset AllocationModerately High risk
Regular
NAV (21-Feb-25)
₹19.64-0.41%1D
Returns (Since Inception)
9.34%
Rated ★4.3+ on 
Fund Overview
Fund Size
₹2,652 Cr
Expense Ratio
2.00%
ISIN
INF846K01A52
Minimum SIP
₹100
Exit Load
1.00%
Inception Date
01 Aug 2017
About this fund
Axis Balanced Advantage Fund Regular Growth is a Dynamic Asset Allocation mutual fund schemes offered by Axis Mutual Fund. This fund has been in existence for 7 years, 6 months and 21 days, having been launched on 01-Aug-17.
As of 21-Feb-25, it has a Net Asset Value (NAV) of ₹19.64, Assets Under Management (AUM) of 2652.06 Crores, and an expense ratio of 2%.
As of 21-Feb-25, it has a Net Asset Value (NAV) of ₹19.64, Assets Under Management (AUM) of 2652.06 Crores, and an expense ratio of 2%.
- Axis Balanced Advantage Fund Regular Growth has given a CAGR return of 9.34% since inception.
- The fund's asset allocation comprises around 53.00% in equities, 26.10% in debts, and 20.90% in cash & cash equivalents.
- You can start investing in Axis Balanced Advantage Fund Regular Growth with a SIP of ₹100 or a Lumpsum investment of ₹100.
Performance against Category Average
In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.
1 Year
+10.40%
+4.53% (Cat Avg.)
3 Years
+11.79%
+10.71% (Cat Avg.)
5 Years
+10.97%
+11.31% (Cat Avg.)
Since Inception
+9.34%
— (Cat Avg.)
Portfolio Summaryas of 31st January 2025
| Equity | ₹1,405.56 Cr | 53.00% |
| Debt | ₹692.24 Cr | 26.10% |
| Others | ₹554.26 Cr | 20.90% |
Top Holdings
All Holdings
Equity
Debt & Others
| Name | Type  | Amount | Holdings |
|---|---|---|---|
| Net Receivables / (Payables) | Cash | ₹491.62 Cr | 18.54% |
| 7.25% Govt Stock 2063 | Bond - Gov't/Treasury | ₹184.59 Cr | 6.96% |
| Reliance Industries Ltd | Equity | ₹155.36 Cr | 5.86% |
| HDFC Bank Ltd | Equity | ₹148.99 Cr | 5.62% |
| Infosys Ltd | Equity | ₹112.79 Cr | 4.25% |
| ICICI Bank Ltd | Equity | ₹110.59 Cr | 4.17% |
| Mahindra & Mahindra Ltd | Equity | ₹88.04 Cr | 3.32% |
| Future on Reliance Industries Ltd | Equity - Future | ₹-80.46 Cr | 3.03% |
| 7.34% Govt Stock 2064 | Bond - Gov't/Treasury | ₹71.23 Cr | 2.69% |
| State Bank of India | Equity | ₹70.32 Cr | 2.65% |
| Bharti Airtel Ltd | Equity | ₹65.79 Cr | 2.48% |
| Bajaj Finance Ltd | Equity | ₹65.4 Cr | 2.47% |
| Sun Pharmaceuticals Industries Ltd | Equity | ₹56.97 Cr | 2.15% |
| 7.18% Govt Stock 2037 | Bond - Gov't/Treasury | ₹51.41 Cr | 1.94% |
| Larsen & Toubro Ltd | Equity | ₹47.07 Cr | 1.77% |
| NTPC Ltd | Equity | ₹41.2 Cr | 1.55% |
| 7.3% Govt Stock 2053 | Bond - Gov't/Treasury | ₹36.19 Cr | 1.36% |
| Pidilite Industries Ltd | Equity | ₹30.66 Cr | 1.16% |
| SBI Life Insurance Co Ltd | Equity | ₹29.77 Cr | 1.12% |
| Tata Consultancy Services Ltd | Equity | ₹29.63 Cr | 1.12% |
| Indus Infra Trust Unit | Equity | ₹28.26 Cr | 1.07% |
| Bharti Telecom Limited | Bond - Corporate Bond | ₹25.41 Cr | 0.96% |
| Bajaj Finance Limited | Bond - Corporate Bond | ₹25.33 Cr | 0.96% |
| 6.92% Govt Stock 2039 | Bond - Gov't/Treasury | ₹25.22 Cr | 0.95% |
| Small Industries Development Bank Of India | Bond - Corporate Bond | ₹25.05 Cr | 0.94% |
| Bharti Telecom Limited | Bond - Corporate Bond | ₹25.05 Cr | 0.94% |
| 360 One Prime Limited | Bond - Corporate Bond | ₹25 Cr | 0.94% |
| Shriram Finance Ltd. 8.75% | Bond - Corporate Bond | ₹24.98 Cr | 0.94% |
| National Bank For Agriculture And Rural Development | Bond - Corporate Bond | ₹24.95 Cr | 0.94% |
| Future on SBI Life Insurance Co Ltd | Equity - Future | ₹-23.11 Cr | 0.87% |
| Cipla Ltd | Equity | ₹23.07 Cr | 0.87% |
| Clearing Corporation Of India Ltd | Cash - Repurchase Agreement | ₹22.97 Cr | 0.87% |
| Bajaj Auto Ltd | Equity | ₹22.92 Cr | 0.86% |
| Future on Mahindra & Mahindra Ltd | Equity - Future | ₹-22.74 Cr | 0.86% |
| 91 DTB 28032025 | Bond - Gov't/Treasury | ₹19.81 Cr | 0.75% |
| Mahanagar Telephone Nigam Limited | Bond - Corporate Bond | ₹19.73 Cr | 0.74% |
| Coal India Ltd | Equity | ₹19.48 Cr | 0.73% |
| Bank Nifty Index February 2025 Future | Equity Index - Future | ₹19.45 Cr | 0.73% |
| Cholamandalam Investment And Fin. Co. Ltd | Bond - Corporate Bond | ₹19.14 Cr | 0.72% |
| HDFC Life Insurance Co Ltd | Equity | ₹18.89 Cr | 0.71% |
| Kotak Mahindra Bank Ltd | Equity | ₹18.62 Cr | 0.70% |
| ICICI Prudential Life Insurance Co Ltd | Equity | ₹18.6 Cr | 0.70% |
| Titan Co Ltd | Equity | ₹18.55 Cr | 0.70% |
| Vijaya Diagnostic Centre Ltd | Equity | ₹17.97 Cr | 0.68% |
| Future on Sun Pharmaceuticals Industries Ltd | Equity - Future | ₹-17.71 Cr | 0.67% |
| PNB Housing Finance Ltd | Equity | ₹16.65 Cr | 0.63% |
| DOMS Industries Ltd | Equity | ₹16.63 Cr | 0.63% |
| Trent Limited February 2025 Future | Equity - Future | ₹-16.63 Cr | 0.63% |
| Tata Motors Ltd | Equity | ₹16.58 Cr | 0.63% |
| Trent Ltd | Equity | ₹16.57 Cr | 0.62% |
| Indian Bank | Equity | ₹16.44 Cr | 0.62% |
| Hindustan Unilever Ltd | Equity | ₹16.4 Cr | 0.62% |
| ITC Ltd | Equity | ₹16.1 Cr | 0.61% |
| Divi's Laboratories Ltd | Equity | ₹16.03 Cr | 0.60% |
| Bharat Petroleum Corp Ltd | Equity | ₹15.87 Cr | 0.60% |
| PI Industries Ltd | Equity | ₹15.78 Cr | 0.60% |
| Info Edge (India) Ltd | Equity | ₹15.73 Cr | 0.59% |
| 7.1% Govt Stock 2034 | Bond - Gov't/Treasury | ₹15.36 Cr | 0.58% |
| Cummins India Ltd | Equity | ₹15.06 Cr | 0.57% |
| Cholamandalam Investment and Finance Co Ltd | Equity | ₹15.05 Cr | 0.57% |
| Indian Railway Finance Corporation Ltd. | Bond - Corporate Bond | ₹15 Cr | 0.57% |
| Hindustan Aeronautics Ltd Ordinary Shares | Equity | ₹14.76 Cr | 0.56% |
| Hindalco Industries Ltd | Equity | ₹14.64 Cr | 0.55% |
| Grasim Industries Ltd | Equity | ₹13.94 Cr | 0.53% |
| Mankind Pharma Ltd | Equity | ₹13.64 Cr | 0.51% |
| Oil & Natural Gas Corp Ltd | Equity | ₹13.59 Cr | 0.51% |
| TBO Tek Ltd | Equity | ₹13.55 Cr | 0.51% |
| Future on Grasim Industries Ltd | Equity - Future | ₹-13.47 Cr | 0.51% |
| United Spirits Ltd | Equity | ₹13.39 Cr | 0.50% |
| Future on State Bank of India | Equity - Future | ₹-13.38 Cr | 0.50% |
| Max Healthcare Institute Ltd Ordinary Shares | Equity | ₹12.63 Cr | 0.48% |
| Jyoti CNC Automation Ltd | Equity | ₹12.19 Cr | 0.46% |
| Future on Coal India Ltd | Equity - Future | ₹-11.88 Cr | 0.45% |
| The Federal Bank Ltd | Equity | ₹11.61 Cr | 0.44% |
| TVS Motor Co Ltd | Equity | ₹11.56 Cr | 0.44% |
| Brigade Enterprises Ltd | Equity | ₹11.42 Cr | 0.43% |
| Future on Hindustan Aeronautics Ltd Ordinary Shares | Equity - Future | ₹-11.26 Cr | 0.42% |
| Kaynes Technology India Ltd | Equity | ₹11.24 Cr | 0.42% |
| Premier Energies Ltd | Equity | ₹11.24 Cr | 0.42% |
| Vedanta Limited February 2025 Future | Equity - Future | ₹-11.11 Cr | 0.42% |
| Vedanta Ltd | Equity | ₹11.07 Cr | 0.42% |
| Future on Hindalco Industries Ltd | Equity - Future | ₹-10.96 Cr | 0.41% |
| Mphasis Ltd | Equity | ₹10.85 Cr | 0.41% |
| Dabur India Ltd | Equity | ₹10.84 Cr | 0.41% |
| Future on TVS Motor Co Ltd | Equity - Future | ₹-10.61 Cr | 0.40% |
| Ntpc Limited February 2025 Future | Equity - Future | ₹-10.3 Cr | 0.39% |
| Bharat Electronics Ltd | Equity | ₹10.22 Cr | 0.39% |
| Bharti Telecom Limited | Bond - Corporate Bond | ₹10.2 Cr | 0.38% |
| Indian Railway Finance Corporation Limited | Bond - Corporate Bond | ₹10.1 Cr | 0.38% |
| Coforge Ltd | Equity | ₹10.07 Cr | 0.38% |
| Dlf Home Developers Limited 8.5% | Bond - Corporate Bond | ₹10.02 Cr | 0.38% |
| TVS Holdings Limited | Bond - Corporate Bond | ₹10 Cr | 0.38% |
| Renserv Global Pvt Ltd. 10.18% | Bond - Corporate Bond | ₹9.99 Cr | 0.38% |
| 91 DTB 10042025 | Bond - Gov't/Treasury | ₹9.88 Cr | 0.37% |
| Future on Bajaj Auto Ltd | Equity - Future | ₹-9.81 Cr | 0.37% |
| HDFC Bank Limited | Bond - Corporate Bond | ₹9.69 Cr | 0.37% |
| UltraTech Cement Ltd | Equity | ₹9.58 Cr | 0.36% |
| Future on UltraTech Cement Ltd | Equity - Future | ₹-9.03 Cr | 0.34% |
| Tata Consumer Products Ltd | Equity | ₹9 Cr | 0.34% |
| Tata Motors Limited February 2025 Future | Equity - Future | ₹-8.74 Cr | 0.33% |
| Future on Tata Power Co Ltd | Equity - Future | ₹-8.51 Cr | 0.32% |
| Tata Power Co Ltd | Equity | ₹8.46 Cr | 0.32% |
| Hdfc Bank Limited February 2025 Future | Equity - Future | ₹-8.26 Cr | 0.31% |
| Future on Hindustan Unilever Ltd | Equity - Future | ₹-8.26 Cr | 0.31% |
| Icici Bank Limited February 2025 Future | Equity - Future | ₹-7.04 Cr | 0.27% |
| Future on Tata Consultancy Services Ltd | Equity - Future | ₹-6.94 Cr | 0.26% |
| GPT Healthcare Ltd | Equity | ₹6.53 Cr | 0.25% |
| Future on Cholamandalam Investment and Finance Co Ltd | Equity - Future | ₹-6.38 Cr | 0.24% |
| Emcure Pharmaceuticals Ltd | Equity | ₹6.28 Cr | 0.24% |
| Titan Company Limited February 2025 Future | Equity - Future | ₹-5.34 Cr | 0.20% |
| Future on Lupin Ltd | Equity - Future | ₹-5.33 Cr | 0.20% |
| Lupin Ltd | Equity | ₹5.31 Cr | 0.20% |
| Future on Mphasis Ltd | Equity - Future | ₹-5.07 Cr | 0.19% |
| Tata Steel Limited | Bond - Corporate Bond | ₹5.04 Cr | 0.19% |
| HDFC Bank Limited | Bond - Corporate Bond | ₹5 Cr | 0.19% |
| Aadhar Housing Finance Limited | Bond - Corporate Bond | ₹5 Cr | 0.19% |
| 06.48 RJ Sdl 2027 | Bond - Gov't/Treasury | ₹4.96 Cr | 0.19% |
| Future on Bajaj Finance Ltd | Equity - Future | ₹-4.66 Cr | 0.18% |
| Future on IndusInd Bank Ltd | Equity - Future | ₹-4.54 Cr | 0.17% |
| Future on Steel Authority Of India Ltd | Equity - Future | ₹-4.53 Cr | 0.17% |
| Steel Authority Of India Ltd | Equity | ₹4.51 Cr | 0.17% |
| IndusInd Bank Ltd | Equity | ₹4.51 Cr | 0.17% |
| Sona BLW Precision Forgings Ltd | Equity | ₹4.47 Cr | 0.17% |
| Premier Energies Limited | Equity | ₹4.29 Cr | 0.16% |
| Future on Shriram Finance Ltd | Equity - Future | ₹-4.1 Cr | 0.15% |
| Shriram Finance Ltd | Equity | ₹4.08 Cr | 0.15% |
| Future on Samvardhana Motherson International Ltd | Equity - Future | ₹-3.78 Cr | 0.14% |
| Samvardhana Motherson International Ltd | Equity | ₹3.76 Cr | 0.14% |
| VAJRA 003 TRUST | Bond - Asset Backed | ₹3.55 Cr | 0.13% |
| Future on Bharat Heavy Electricals Ltd | Equity - Future | ₹-3.51 Cr | 0.13% |
| Bharat Heavy Electricals Ltd | Equity | ₹3.5 Cr | 0.13% |
| Siemens Limited February 2025 Future | Equity - Future | ₹-3.34 Cr | 0.13% |
| Siemens Ltd | Equity | ₹3.33 Cr | 0.13% |
| Titagarh Rail Systems Ltd | Equity | ₹3.14 Cr | 0.12% |
| Future on GAIL (India) Ltd | Equity - Future | ₹-3.1 Cr | 0.12% |
| GAIL (India) Ltd | Equity | ₹3.08 Cr | 0.12% |
| Future on Eicher Motors Ltd | Equity - Future | ₹-2.92 Cr | 0.11% |
| Eicher Motors Ltd | Equity | ₹2.91 Cr | 0.11% |
| The Federal Bank Limited February 2025 Future | Equity - Future | ₹-2.81 Cr | 0.11% |
| UNO Minda Ltd | Equity | ₹2.76 Cr | 0.10% |
| Acc Limited February 2025 Future | Equity - Future | ₹-2.54 Cr | 0.10% |
| ACC Ltd | Equity | ₹2.53 Cr | 0.10% |
| Future on Dabur India Ltd | Equity - Future | ₹-2.4 Cr | 0.09% |
| Future on Info Edge (India) Ltd | Equity - Future | ₹-2.38 Cr | 0.09% |
| Future on Hindustan Copper Ltd | Equity - Future | ₹-2.28 Cr | 0.09% |
| Hindustan Copper Ltd | Equity | ₹2.28 Cr | 0.09% |
| Bharat Dynamics Ltd Ordinary Shares | Equity | ₹2.16 Cr | 0.08% |
| Power Finance Corporation Limited | Bond - Corporate Bond | ₹2 Cr | 0.08% |
| 06.24 MH Sdl 2026 | Bond - Gov't/Treasury | ₹1.98 Cr | 0.07% |
| Future on Exide Industries Ltd | Equity - Future | ₹-1.89 Cr | 0.07% |
| Infosys Limited February 2025 Future | Equity - Future | ₹-1.89 Cr | 0.07% |
| Exide Industries Ltd | Equity | ₹1.89 Cr | 0.07% |
| Future on Zomato Ltd | Equity - Future | ₹-1.82 Cr | 0.07% |
| Zomato Ltd | Equity | ₹1.81 Cr | 0.07% |
| Tamil Nadu (Government of) 7.42% | Bond - Sub-sovereign Government Debt | ₹1.02 Cr | 0.04% |
| Future on Bank of Baroda | Equity - Future | ₹-1 Cr | 0.04% |
| Bank of Baroda | Equity | ₹1 Cr | 0.04% |
| Future on ICICI Prudential Life Insurance Co Ltd | Equity - Future | ₹-0.97 Cr | 0.04% |
| Nestle India Ltd | Equity | ₹0.91 Cr | 0.03% |
| Future on InterGlobe Aviation Ltd | Equity - Future | ₹-0.78 Cr | 0.03% |
| InterGlobe Aviation Ltd | Equity | ₹0.78 Cr | 0.03% |
| Bse Limited February 2025 Future | Equity - Future | ₹-0.67 Cr | 0.03% |
| BSE Ltd | Equity | ₹0.66 Cr | 0.03% |
| ITC Hotels Ltd | Equity | ₹0.59 Cr | 0.02% |
| Future on Indian Energy Exchange Ltd | Equity - Future | ₹-0.39 Cr | 0.01% |
| Indian Energy Exchange Ltd | Equity | ₹0.39 Cr | 0.01% |
| Ambuja Cements Ltd | Equity | ₹0.34 Cr | 0.01% |
| Future on Bharti Airtel Ltd | Equity - Future | ₹-0.31 Cr | 0.01% |
| Future on Indus Towers Ltd Ordinary Shares | Equity - Future | ₹-0.3 Cr | 0.01% |
| Indus Towers Ltd Ordinary Shares | Equity | ₹0.3 Cr | 0.01% |
| Future on Bajaj Finserv Ltd | Equity - Future | ₹-0.26 Cr | 0.01% |
| Bajaj Finserv Ltd | Equity | ₹0.26 Cr | 0.01% |
| Future on United Spirits Ltd | Equity - Future | ₹-0.2 Cr | 0.01% |
| Future on City Union Bank Ltd | Equity - Future | ₹-0.17 Cr | 0.01% |
| City Union Bank Ltd | Equity | ₹0.17 Cr | 0.01% |
| Torrent Pharmaceuticals Ltd | Equity | ₹0.17 Cr | 0.01% |
| Future on Glenmark Pharmaceuticals Ltd | Equity - Future | ₹-0.1 Cr | 0.00% |
| Glenmark Pharmaceuticals Ltd | Equity | ₹0.09 Cr | 0.00% |
| Future on Apollo Hospitals Enterprise Ltd | Equity - Future | ₹-0.09 Cr | 0.00% |
| Apollo Hospitals Enterprise Ltd | Equity | ₹0.09 Cr | 0.00% |
| Future on HCL Technologies Ltd | Equity - Future | ₹-0.06 Cr | 0.00% |
| HCL Technologies Ltd | Equity | ₹0.06 Cr | 0.00% |
| Vedant Fashions Ltd | Equity | ₹0 Cr | 0.00% |
Allocation By Market Cap (Equity)
Large Cap Stocks
45.49%
Mid Cap Stocks
4.56%
Small Cap Stocks
3.94%
Allocation By Credit Quality (Debt)
AAA
AA
A
Other Allocation
Equity Sector
Debt & Others
| Sector | Amount | Holdings |
|---|---|---|
| Financial Services | ₹580.27 Cr | 21.88% |
| Consumer Cyclical | ₹205.95 Cr | 7.77% |
| Energy | ₹204.3 Cr | 7.70% |
| Technology | ₹174.64 Cr | 6.58% |
| Healthcare | ₹158.77 Cr | 5.99% |
| Industrials | ₹140.08 Cr | 5.28% |
| Basic Materials | ₹105.33 Cr | 3.97% |
| Communication Services | ₹81.81 Cr | 3.08% |
| Consumer Defensive | ₹66.65 Cr | 2.51% |
| Utilities | ₹52.74 Cr | 1.99% |
| Real Estate | ₹11.42 Cr | 0.43% |
Risk & Performance Ratios
Standard Deviation
This fund
7.81%
Cat. avg.
8.02%
Lower the better
Sharpe Ratio
This fund
0.72
Cat. avg.
0.61
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
1.10
Higher the better
Fund Managers
Additional Scheme Detailsas of 31st January 2025
ISIN INF846K01A52 | Expense Ratio 2.00% | Exit Load 1.00% | Fund Size ₹2,652 Cr | Age 7 years 6 months | Lumpsum Minimum ₹100 | Fund Status Open Ended Investment Company | Benchmark Nifty 50 TR INR |
Investment Objective
To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.
Tax Treatment
Capital Gains Taxation:
Dividend Taxation:
Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.
Similar Dynamic Asset Allocation Funds
| Fund name | Expense Ratio | Exit Load | Fund size | 1Y  |
|---|---|---|---|---|
| Motilal Oswal Balance Advantage Fund Regular Growth Very High Risk | 2.2% | 1.0% | ₹1011.12 Cr | -7.6% |
| Motilal Oswal Balance Advantage Fund Direct Growth Very High Risk | 1.0% | 1.0% | ₹1011.12 Cr | -6.4% |
| Quant Dynamic Asset Allocation Fund Direct Growth Very High Risk | 0.7% | 1.0% | ₹1274.13 Cr | 0.1% |
| Quant Dynamic Asset Allocation Fund Regular Growth Very High Risk | 2.1% | 1.0% | ₹1274.13 Cr | -1.4% |
| Bandhan Balanced Advantage Fund Direct Growth Moderately High risk | 0.8% | 0.0% | ₹2193.01 Cr | 8.5% |
| Bandhan Balanced Advantage Fund Regular Growth Moderately High risk | 2.0% | 0.0% | ₹2193.01 Cr | 7.1% |
| Mahindra Manulife Balanced Advantage Fund Regular Growth Very High Risk | 2.2% | 1.0% | ₹880.38 Cr | 2.6% |
| Mahindra Manulife Balanced Advantage Fund Direct Growth Very High Risk | 0.6% | 1.0% | ₹880.38 Cr | 4.3% |
| Mirae Asset Balanced Advantage Fund Direct Growth Moderately High risk | 0.7% | 1.0% | ₹1750.90 Cr | 7.1% |
| Mirae Asset Balanced Advantage Fund Regular Growth Moderately High risk | 2.1% | 1.0% | ₹1750.90 Cr | 5.6% |
About the AMC
Axis Mutual Fund
Total AUM
₹3,27,150 Cr
Address
Axis House, 1st Floor, C-2, Wadia International Centre, Mumbai, 400 025
Other Funds by Axis Mutual Fund
Risk Level
Your principal amount will be at Moderately High risk
Take control of your wealth
Related Articles
Still got questions?
We're here to help.
What is the current NAV of Axis Balanced Advantage Fund Regular Growth?
The NAV of Axis Balanced Advantage Fund Regular Growth, as of 21-Feb-2025, is ₹19.64.
What are the returns of Axis Balanced Advantage Fund Regular Growth?
The fund has generated 10.40% over the last 1 year and 11.79% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
What is the portfolio composition of Axis Balanced Advantage Fund Regular Growth?
The fund's allocation of assets is distributed as 53.00% in equities, 26.10% in bonds, and 20.90% in cash and cash equivalents.
Who manages the Axis Balanced Advantage Fund Regular Growth?
The fund managers responsible for Axis Balanced Advantage Fund Regular Growth are:-
- Devang Shah
- Hardik Shah
- Jayesh Sundar
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Disclaimer: Mutual Fund investments are subject to market risks, read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.
Axis Balanced Advantage Fund Regular Growth
HybridDynamic Asset AllocationModerately High risk
Regular
NAV (21-Feb-25)
₹19.64-0.41%1D
Returns (Since Inception)
9.34%
Rated ★4.3+ on
Fund Overview
Fund Size
₹2,652 Cr
Expense Ratio
2.00%
ISIN
INF846K01A52
Minimum SIP
₹100
Exit Load
1.00%
Inception Date
01 Aug 2017
Risk Level
Your principal amount will be at Moderately High risk
About this fund
Axis Balanced Advantage Fund Regular Growth is a Dynamic Asset Allocation mutual fund schemes offered by Axis Mutual Fund. This fund has been in existence for 7 years, 6 months and 21 days, having been launched on 01-Aug-17.
As of 21-Feb-25, it has a Net Asset Value (NAV) of ₹19.64, Assets Under Management (AUM) of 2652.06 Crores, and an expense ratio of 2%.
As of 21-Feb-25, it has a Net Asset Value (NAV) of ₹19.64, Assets Under Management (AUM) of 2652.06 Crores, and an expense ratio of 2%.
- Axis Balanced Advantage Fund Regular Growth has given a CAGR return of 9.34% since inception.
- The fund's asset allocation comprises around 53.00% in equities, 26.10% in debts, and 20.90% in cash & cash equivalents.
- You can start investing in Axis Balanced Advantage Fund Regular Growth with a SIP of ₹100 or a Lumpsum investment of ₹100.
Performance against Category Average
In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.
1 Year
+10.40%
+4.53% (Cat Avg.)
3 Years
+11.79%
+10.71% (Cat Avg.)
5 Years
+10.97%
+11.31% (Cat Avg.)
Since Inception
+9.34%
— (Cat Avg.)
Portfolio Summaryas of 31st January 2025
| Equity | ₹1,405.56 Cr | 53.00% |
| Debt | ₹692.24 Cr | 26.10% |
| Others | ₹554.26 Cr | 20.90% |
Top Holdings
All Holdings
Equity
Debt & Others
| Name | Type | Amount | Holdings |
|---|---|---|---|
| Net Receivables / (Payables) | Cash | ₹491.62 Cr | 18.54% |
| 7.25% Govt Stock 2063 | Bond - Gov't/Treasury | ₹184.59 Cr | 6.96% |
| Reliance Industries Ltd | Equity | ₹155.36 Cr | 5.86% |
| HDFC Bank Ltd | Equity | ₹148.99 Cr | 5.62% |
| Infosys Ltd | Equity | ₹112.79 Cr | 4.25% |
| ICICI Bank Ltd | Equity | ₹110.59 Cr | 4.17% |
| Mahindra & Mahindra Ltd | Equity | ₹88.04 Cr | 3.32% |
| Future on Reliance Industries Ltd | Equity - Future | ₹-80.46 Cr | 3.03% |
| 7.34% Govt Stock 2064 | Bond - Gov't/Treasury | ₹71.23 Cr | 2.69% |
| State Bank of India | Equity | ₹70.32 Cr | 2.65% |
| Bharti Airtel Ltd | Equity | ₹65.79 Cr | 2.48% |
| Bajaj Finance Ltd | Equity | ₹65.4 Cr | 2.47% |
| Sun Pharmaceuticals Industries Ltd | Equity | ₹56.97 Cr | 2.15% |
| 7.18% Govt Stock 2037 | Bond - Gov't/Treasury | ₹51.41 Cr | 1.94% |
| Larsen & Toubro Ltd | Equity | ₹47.07 Cr | 1.77% |
| NTPC Ltd | Equity | ₹41.2 Cr | 1.55% |
| 7.3% Govt Stock 2053 | Bond - Gov't/Treasury | ₹36.19 Cr | 1.36% |
| Pidilite Industries Ltd | Equity | ₹30.66 Cr | 1.16% |
| SBI Life Insurance Co Ltd | Equity | ₹29.77 Cr | 1.12% |
| Tata Consultancy Services Ltd | Equity | ₹29.63 Cr | 1.12% |
| Indus Infra Trust Unit | Equity | ₹28.26 Cr | 1.07% |
| Bharti Telecom Limited | Bond - Corporate Bond | ₹25.41 Cr | 0.96% |
| Bajaj Finance Limited | Bond - Corporate Bond | ₹25.33 Cr | 0.96% |
| 6.92% Govt Stock 2039 | Bond - Gov't/Treasury | ₹25.22 Cr | 0.95% |
| Small Industries Development Bank Of India | Bond - Corporate Bond | ₹25.05 Cr | 0.94% |
| Bharti Telecom Limited | Bond - Corporate Bond | ₹25.05 Cr | 0.94% |
| 360 One Prime Limited | Bond - Corporate Bond | ₹25 Cr | 0.94% |
| Shriram Finance Ltd. 8.75% | Bond - Corporate Bond | ₹24.98 Cr | 0.94% |
| National Bank For Agriculture And Rural Development | Bond - Corporate Bond | ₹24.95 Cr | 0.94% |
| Future on SBI Life Insurance Co Ltd | Equity - Future | ₹-23.11 Cr | 0.87% |
| Cipla Ltd | Equity | ₹23.07 Cr | 0.87% |
| Clearing Corporation Of India Ltd | Cash - Repurchase Agreement | ₹22.97 Cr | 0.87% |
| Bajaj Auto Ltd | Equity | ₹22.92 Cr | 0.86% |
| Future on Mahindra & Mahindra Ltd | Equity - Future | ₹-22.74 Cr | 0.86% |
| 91 DTB 28032025 | Bond - Gov't/Treasury | ₹19.81 Cr | 0.75% |
| Mahanagar Telephone Nigam Limited | Bond - Corporate Bond | ₹19.73 Cr | 0.74% |
| Coal India Ltd | Equity | ₹19.48 Cr | 0.73% |
| Bank Nifty Index February 2025 Future | Equity Index - Future | ₹19.45 Cr | 0.73% |
| Cholamandalam Investment And Fin. Co. Ltd | Bond - Corporate Bond | ₹19.14 Cr | 0.72% |
| HDFC Life Insurance Co Ltd | Equity | ₹18.89 Cr | 0.71% |
| Kotak Mahindra Bank Ltd | Equity | ₹18.62 Cr | 0.70% |
| ICICI Prudential Life Insurance Co Ltd | Equity | ₹18.6 Cr | 0.70% |
| Titan Co Ltd | Equity | ₹18.55 Cr | 0.70% |
| Vijaya Diagnostic Centre Ltd | Equity | ₹17.97 Cr | 0.68% |
| Future on Sun Pharmaceuticals Industries Ltd | Equity - Future | ₹-17.71 Cr | 0.67% |
| PNB Housing Finance Ltd | Equity | ₹16.65 Cr | 0.63% |
| DOMS Industries Ltd | Equity | ₹16.63 Cr | 0.63% |
| Trent Limited February 2025 Future | Equity - Future | ₹-16.63 Cr | 0.63% |
| Tata Motors Ltd | Equity | ₹16.58 Cr | 0.63% |
| Trent Ltd | Equity | ₹16.57 Cr | 0.62% |
| Indian Bank | Equity | ₹16.44 Cr | 0.62% |
| Hindustan Unilever Ltd | Equity | ₹16.4 Cr | 0.62% |
| ITC Ltd | Equity | ₹16.1 Cr | 0.61% |
| Divi's Laboratories Ltd | Equity | ₹16.03 Cr | 0.60% |
| Bharat Petroleum Corp Ltd | Equity | ₹15.87 Cr | 0.60% |
| PI Industries Ltd | Equity | ₹15.78 Cr | 0.60% |
| Info Edge (India) Ltd | Equity | ₹15.73 Cr | 0.59% |
| 7.1% Govt Stock 2034 | Bond - Gov't/Treasury | ₹15.36 Cr | 0.58% |
| Cummins India Ltd | Equity | ₹15.06 Cr | 0.57% |
| Cholamandalam Investment and Finance Co Ltd | Equity | ₹15.05 Cr | 0.57% |
| Indian Railway Finance Corporation Ltd. | Bond - Corporate Bond | ₹15 Cr | 0.57% |
| Hindustan Aeronautics Ltd Ordinary Shares | Equity | ₹14.76 Cr | 0.56% |
| Hindalco Industries Ltd | Equity | ₹14.64 Cr | 0.55% |
| Grasim Industries Ltd | Equity | ₹13.94 Cr | 0.53% |
| Mankind Pharma Ltd | Equity | ₹13.64 Cr | 0.51% |
| Oil & Natural Gas Corp Ltd | Equity | ₹13.59 Cr | 0.51% |
| TBO Tek Ltd | Equity | ₹13.55 Cr | 0.51% |
| Future on Grasim Industries Ltd | Equity - Future | ₹-13.47 Cr | 0.51% |
| United Spirits Ltd | Equity | ₹13.39 Cr | 0.50% |
| Future on State Bank of India | Equity - Future | ₹-13.38 Cr | 0.50% |
| Max Healthcare Institute Ltd Ordinary Shares | Equity | ₹12.63 Cr | 0.48% |
| Jyoti CNC Automation Ltd | Equity | ₹12.19 Cr | 0.46% |
| Future on Coal India Ltd | Equity - Future | ₹-11.88 Cr | 0.45% |
| The Federal Bank Ltd | Equity | ₹11.61 Cr | 0.44% |
| TVS Motor Co Ltd | Equity | ₹11.56 Cr | 0.44% |
| Brigade Enterprises Ltd | Equity | ₹11.42 Cr | 0.43% |
| Future on Hindustan Aeronautics Ltd Ordinary Shares | Equity - Future | ₹-11.26 Cr | 0.42% |
| Kaynes Technology India Ltd | Equity | ₹11.24 Cr | 0.42% |
| Premier Energies Ltd | Equity | ₹11.24 Cr | 0.42% |
| Vedanta Limited February 2025 Future | Equity - Future | ₹-11.11 Cr | 0.42% |
| Vedanta Ltd | Equity | ₹11.07 Cr | 0.42% |
| Future on Hindalco Industries Ltd | Equity - Future | ₹-10.96 Cr | 0.41% |
| Mphasis Ltd | Equity | ₹10.85 Cr | 0.41% |
| Dabur India Ltd | Equity | ₹10.84 Cr | 0.41% |
| Future on TVS Motor Co Ltd | Equity - Future | ₹-10.61 Cr | 0.40% |
| Ntpc Limited February 2025 Future | Equity - Future | ₹-10.3 Cr | 0.39% |
| Bharat Electronics Ltd | Equity | ₹10.22 Cr | 0.39% |
| Bharti Telecom Limited | Bond - Corporate Bond | ₹10.2 Cr | 0.38% |
| Indian Railway Finance Corporation Limited | Bond - Corporate Bond | ₹10.1 Cr | 0.38% |
| Coforge Ltd | Equity | ₹10.07 Cr | 0.38% |
| Dlf Home Developers Limited 8.5% | Bond - Corporate Bond | ₹10.02 Cr | 0.38% |
| TVS Holdings Limited | Bond - Corporate Bond | ₹10 Cr | 0.38% |
| Renserv Global Pvt Ltd. 10.18% | Bond - Corporate Bond | ₹9.99 Cr | 0.38% |
| 91 DTB 10042025 | Bond - Gov't/Treasury | ₹9.88 Cr | 0.37% |
| Future on Bajaj Auto Ltd | Equity - Future | ₹-9.81 Cr | 0.37% |
| HDFC Bank Limited | Bond - Corporate Bond | ₹9.69 Cr | 0.37% |
| UltraTech Cement Ltd | Equity | ₹9.58 Cr | 0.36% |
| Future on UltraTech Cement Ltd | Equity - Future | ₹-9.03 Cr | 0.34% |
| Tata Consumer Products Ltd | Equity | ₹9 Cr | 0.34% |
| Tata Motors Limited February 2025 Future | Equity - Future | ₹-8.74 Cr | 0.33% |
| Future on Tata Power Co Ltd | Equity - Future | ₹-8.51 Cr | 0.32% |
| Tata Power Co Ltd | Equity | ₹8.46 Cr | 0.32% |
| Hdfc Bank Limited February 2025 Future | Equity - Future | ₹-8.26 Cr | 0.31% |
| Future on Hindustan Unilever Ltd | Equity - Future | ₹-8.26 Cr | 0.31% |
| Icici Bank Limited February 2025 Future | Equity - Future | ₹-7.04 Cr | 0.27% |
| Future on Tata Consultancy Services Ltd | Equity - Future | ₹-6.94 Cr | 0.26% |
| GPT Healthcare Ltd | Equity | ₹6.53 Cr | 0.25% |
| Future on Cholamandalam Investment and Finance Co Ltd | Equity - Future | ₹-6.38 Cr | 0.24% |
| Emcure Pharmaceuticals Ltd | Equity | ₹6.28 Cr | 0.24% |
| Titan Company Limited February 2025 Future | Equity - Future | ₹-5.34 Cr | 0.20% |
| Future on Lupin Ltd | Equity - Future | ₹-5.33 Cr | 0.20% |
| Lupin Ltd | Equity | ₹5.31 Cr | 0.20% |
| Future on Mphasis Ltd | Equity - Future | ₹-5.07 Cr | 0.19% |
| Tata Steel Limited | Bond - Corporate Bond | ₹5.04 Cr | 0.19% |
| HDFC Bank Limited | Bond - Corporate Bond | ₹5 Cr | 0.19% |
| Aadhar Housing Finance Limited | Bond - Corporate Bond | ₹5 Cr | 0.19% |
| 06.48 RJ Sdl 2027 | Bond - Gov't/Treasury | ₹4.96 Cr | 0.19% |
| Future on Bajaj Finance Ltd | Equity - Future | ₹-4.66 Cr | 0.18% |
| Future on IndusInd Bank Ltd | Equity - Future | ₹-4.54 Cr | 0.17% |
| Future on Steel Authority Of India Ltd | Equity - Future | ₹-4.53 Cr | 0.17% |
| Steel Authority Of India Ltd | Equity | ₹4.51 Cr | 0.17% |
| IndusInd Bank Ltd | Equity | ₹4.51 Cr | 0.17% |
| Sona BLW Precision Forgings Ltd | Equity | ₹4.47 Cr | 0.17% |
| Premier Energies Limited | Equity | ₹4.29 Cr | 0.16% |
| Future on Shriram Finance Ltd | Equity - Future | ₹-4.1 Cr | 0.15% |
| Shriram Finance Ltd | Equity | ₹4.08 Cr | 0.15% |
| Future on Samvardhana Motherson International Ltd | Equity - Future | ₹-3.78 Cr | 0.14% |
| Samvardhana Motherson International Ltd | Equity | ₹3.76 Cr | 0.14% |
| VAJRA 003 TRUST | Bond - Asset Backed | ₹3.55 Cr | 0.13% |
| Future on Bharat Heavy Electricals Ltd | Equity - Future | ₹-3.51 Cr | 0.13% |
| Bharat Heavy Electricals Ltd | Equity | ₹3.5 Cr | 0.13% |
| Siemens Limited February 2025 Future | Equity - Future | ₹-3.34 Cr | 0.13% |
| Siemens Ltd | Equity | ₹3.33 Cr | 0.13% |
| Titagarh Rail Systems Ltd | Equity | ₹3.14 Cr | 0.12% |
| Future on GAIL (India) Ltd | Equity - Future | ₹-3.1 Cr | 0.12% |
| GAIL (India) Ltd | Equity | ₹3.08 Cr | 0.12% |
| Future on Eicher Motors Ltd | Equity - Future | ₹-2.92 Cr | 0.11% |
| Eicher Motors Ltd | Equity | ₹2.91 Cr | 0.11% |
| The Federal Bank Limited February 2025 Future | Equity - Future | ₹-2.81 Cr | 0.11% |
| UNO Minda Ltd | Equity | ₹2.76 Cr | 0.10% |
| Acc Limited February 2025 Future | Equity - Future | ₹-2.54 Cr | 0.10% |
| ACC Ltd | Equity | ₹2.53 Cr | 0.10% |
| Future on Dabur India Ltd | Equity - Future | ₹-2.4 Cr | 0.09% |
| Future on Info Edge (India) Ltd | Equity - Future | ₹-2.38 Cr | 0.09% |
| Future on Hindustan Copper Ltd | Equity - Future | ₹-2.28 Cr | 0.09% |
| Hindustan Copper Ltd | Equity | ₹2.28 Cr | 0.09% |
| Bharat Dynamics Ltd Ordinary Shares | Equity | ₹2.16 Cr | 0.08% |
| Power Finance Corporation Limited | Bond - Corporate Bond | ₹2 Cr | 0.08% |
| 06.24 MH Sdl 2026 | Bond - Gov't/Treasury | ₹1.98 Cr | 0.07% |
| Future on Exide Industries Ltd | Equity - Future | ₹-1.89 Cr | 0.07% |
| Infosys Limited February 2025 Future | Equity - Future | ₹-1.89 Cr | 0.07% |
| Exide Industries Ltd | Equity | ₹1.89 Cr | 0.07% |
| Future on Zomato Ltd | Equity - Future | ₹-1.82 Cr | 0.07% |
| Zomato Ltd | Equity | ₹1.81 Cr | 0.07% |
| Tamil Nadu (Government of) 7.42% | Bond - Sub-sovereign Government Debt | ₹1.02 Cr | 0.04% |
| Future on Bank of Baroda | Equity - Future | ₹-1 Cr | 0.04% |
| Bank of Baroda | Equity | ₹1 Cr | 0.04% |
| Future on ICICI Prudential Life Insurance Co Ltd | Equity - Future | ₹-0.97 Cr | 0.04% |
| Nestle India Ltd | Equity | ₹0.91 Cr | 0.03% |
| Future on InterGlobe Aviation Ltd | Equity - Future | ₹-0.78 Cr | 0.03% |
| InterGlobe Aviation Ltd | Equity | ₹0.78 Cr | 0.03% |
| Bse Limited February 2025 Future | Equity - Future | ₹-0.67 Cr | 0.03% |
| BSE Ltd | Equity | ₹0.66 Cr | 0.03% |
| ITC Hotels Ltd | Equity | ₹0.59 Cr | 0.02% |
| Future on Indian Energy Exchange Ltd | Equity - Future | ₹-0.39 Cr | 0.01% |
| Indian Energy Exchange Ltd | Equity | ₹0.39 Cr | 0.01% |
| Ambuja Cements Ltd | Equity | ₹0.34 Cr | 0.01% |
| Future on Bharti Airtel Ltd | Equity - Future | ₹-0.31 Cr | 0.01% |
| Future on Indus Towers Ltd Ordinary Shares | Equity - Future | ₹-0.3 Cr | 0.01% |
| Indus Towers Ltd Ordinary Shares | Equity | ₹0.3 Cr | 0.01% |
| Future on Bajaj Finserv Ltd | Equity - Future | ₹-0.26 Cr | 0.01% |
| Bajaj Finserv Ltd | Equity | ₹0.26 Cr | 0.01% |
| Future on United Spirits Ltd | Equity - Future | ₹-0.2 Cr | 0.01% |
| Future on City Union Bank Ltd | Equity - Future | ₹-0.17 Cr | 0.01% |
| City Union Bank Ltd | Equity | ₹0.17 Cr | 0.01% |
| Torrent Pharmaceuticals Ltd | Equity | ₹0.17 Cr | 0.01% |
| Future on Glenmark Pharmaceuticals Ltd | Equity - Future | ₹-0.1 Cr | 0.00% |
| Glenmark Pharmaceuticals Ltd | Equity | ₹0.09 Cr | 0.00% |
| Future on Apollo Hospitals Enterprise Ltd | Equity - Future | ₹-0.09 Cr | 0.00% |
| Apollo Hospitals Enterprise Ltd | Equity | ₹0.09 Cr | 0.00% |
| Future on HCL Technologies Ltd | Equity - Future | ₹-0.06 Cr | 0.00% |
| HCL Technologies Ltd | Equity | ₹0.06 Cr | 0.00% |
| Vedant Fashions Ltd | Equity | ₹0 Cr | 0.00% |
Allocation By Market Cap (Equity)
Large Cap Stocks
45.49%
Mid Cap Stocks
4.56%
Small Cap Stocks
3.94%
Allocation By Credit Quality (Debt)
AAA
AA
A
Other Allocation
Equity Sector
Debt & Others
| Sector | Amount | Holdings |
|---|---|---|
| Financial Services | ₹580.27 Cr | 21.88% |
| Consumer Cyclical | ₹205.95 Cr | 7.77% |
| Energy | ₹204.3 Cr | 7.70% |
| Technology | ₹174.64 Cr | 6.58% |
| Healthcare | ₹158.77 Cr | 5.99% |
| Industrials | ₹140.08 Cr | 5.28% |
| Basic Materials | ₹105.33 Cr | 3.97% |
| Communication Services | ₹81.81 Cr | 3.08% |
| Consumer Defensive | ₹66.65 Cr | 2.51% |
| Utilities | ₹52.74 Cr | 1.99% |
| Real Estate | ₹11.42 Cr | 0.43% |
Risk & Performance Ratios
Standard Deviation
This fund
7.81%
Cat. avg.
8.02%
Lower the better
Sharpe Ratio
This fund
0.72
Cat. avg.
0.61
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
1.10
Higher the better
Fund Managers
Additional Scheme Detailsas of 31st January 2025
ISIN INF846K01A52 | Expense Ratio 2.00% | Exit Load 1.00% | Fund Size ₹2,652 Cr | Age 7 years 6 months | Lumpsum Minimum ₹100 | Fund Status Open Ended Investment Company | Benchmark Nifty 50 TR INR |
Investment Objective
To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.
Tax Treatment
Capital Gains Taxation:
Dividend Taxation:
Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.
Similar Dynamic Asset Allocation Funds
| Fund name | Expense Ratio | Exit Load | Fund size | 1Y |
|---|---|---|---|---|
| Motilal Oswal Balance Advantage Fund Regular Growth Very High Risk | 2.2% | 1.0% | ₹1011.12 Cr | -7.6% |
| Motilal Oswal Balance Advantage Fund Direct Growth Very High Risk | 1.0% | 1.0% | ₹1011.12 Cr | -6.4% |
| Quant Dynamic Asset Allocation Fund Direct Growth Very High Risk | 0.7% | 1.0% | ₹1274.13 Cr | 0.1% |
| Quant Dynamic Asset Allocation Fund Regular Growth Very High Risk | 2.1% | 1.0% | ₹1274.13 Cr | -1.4% |
| Bandhan Balanced Advantage Fund Direct Growth Moderately High risk | 0.8% | 0.0% | ₹2193.01 Cr | 8.5% |
| Bandhan Balanced Advantage Fund Regular Growth Moderately High risk | 2.0% | 0.0% | ₹2193.01 Cr | 7.1% |
| Mahindra Manulife Balanced Advantage Fund Regular Growth Very High Risk | 2.2% | 1.0% | ₹880.38 Cr | 2.6% |
| Mahindra Manulife Balanced Advantage Fund Direct Growth Very High Risk | 0.6% | 1.0% | ₹880.38 Cr | 4.3% |
| Mirae Asset Balanced Advantage Fund Direct Growth Moderately High risk | 0.7% | 1.0% | ₹1750.90 Cr | 7.1% |
| Mirae Asset Balanced Advantage Fund Regular Growth Moderately High risk | 2.1% | 1.0% | ₹1750.90 Cr | 5.6% |
About the AMC
Axis Mutual Fund
Total AUM
₹3,27,150 Cr
Address
Axis House, 1st Floor, C-2, Wadia International Centre, Mumbai, 400 025
Other Funds by Axis Mutual Fund
Related Articles
Still got questions?
We're here to help.
What is the current NAV of Axis Balanced Advantage Fund Regular Growth?
The NAV of Axis Balanced Advantage Fund Regular Growth, as of 21-Feb-2025, is ₹19.64.
What are the returns of Axis Balanced Advantage Fund Regular Growth?
The fund has generated 10.40% over the last 1 year and 11.79% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
What is the portfolio composition of Axis Balanced Advantage Fund Regular Growth?
The fund's allocation of assets is distributed as 53.00% in equities, 26.10% in bonds, and 20.90% in cash and cash equivalents.
Who manages the Axis Balanced Advantage Fund Regular Growth?
The fund managers responsible for Axis Balanced Advantage Fund Regular Growth are:-
- Devang Shah
- Hardik Shah
- Jayesh Sundar
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Disclaimer: Mutual Fund investments are subject to market risks, read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.
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Mutual Fund distribution services are offered through Dezerv Distribution Services Pvt Limited, a wholly owned subsidiary with AMFI Registration No.: ARN -248439. **Mutual fund investments are subject to market risks, read all scheme related documents carefully.** Terms and conditions of the website are applicable. Privacy policy of the website is applicable.
Dezerv Investments Private Limited is a Portfolio Manager with SEBI Registration no. INP000007377, a member of BSE with SEBI Stock Broker Registration no. INZ000303136, and an Investment Manager to Category - I AIF-VCF-Angel Fund with SEBI Registration no. IN/AIF1/22-23/1066.
Mutual Fund distribution services are offered through Dezerv Distribution Services Pvt Limited, a wholly owned subsidiary with AMFI Registration No.: ARN -248439. **Mutual fund investments are subject to market risks, read all scheme related documents carefully.** Terms and conditions of the website are applicable. Privacy policy of the website is applicable.
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