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Axis Balanced Advantage Fund Idcw Direct Plan
NAV (Apr 23,2024)
Axis Balanced Advantage Fund is a popular investment option that offers an IDCW (Income Distribution cum Capital Withdrawal) option in its Direct Plan. With an expense ratio of 0.88%, this fund aims to generate returns through a blend of equity and debt instruments. The fund has a PE ratio of 44.20 and PB ratio of 7.23, indicating its valuation and growth potential. The minimum investment required is INR 100, and there is no lock-in period. This fund was established on August 1, 2017.
Axis Balanced Advantage Fund Idcw Direct Plan Latest Trend
- 1M
- 2M
- 3M
Axis Balanced Advantage Fund Idcw Direct Plan Latest Trend
Risk Ratios
- P/E Ratio41.40
- P/B Ratio6.83
- Alpha0
- Beta0
- Sharpe0.20
- Sortino0.35
Fund Overview
0.95%
0%
No Lock-in
₹ 2102.69 Cr
SIP ₹100.00
Scheme Riskometer
Investors understand that their principal will be at
Very High
Investment Return Calculator
as on Apr 25, 2024
Total Invested Amount | 3 Months Absolute Return (In %) | 6 Months Absolute Return (In %) | 1 Year Absolute Return (In %) | 3 Year Absolute Return (In %) | 5 Year Absolute Return (In %) |
---|---|---|---|---|---|
₹ 10,000 | ₹ 10,579.66 (5.80%) | ₹ 11,578.85 (15.79%) | ₹ 12,865.39 (28.65%) | ₹ 14,986.12 (49.86%) | ₹ 17,528.69 (75.29%) |
₹ 30,000 | ₹ 31,738.98 (5.80%) | ₹ 34,736.55 (15.79%) | ₹ 38,596.17 (28.65%) | ₹ 44,958.36 (49.86%) | ₹ 52,586.07 (75.29%) |
₹ 50,000 | ₹ 52,898.3 (5.80%) | ₹ 57,894.25 (15.79%) | ₹ 64,326.95 (28.65%) | ₹ 74,930.6 (49.86%) | ₹ 87,643.45 (75.29%) |
₹ 80,000 | ₹ 84,637.28 (5.80%) | ₹ 92,630.8 (15.79%) | ₹ 1,02,923.12 (28.65%) | ₹ 1,19,888.96 (49.86%) | ₹ 1,40,229.52 (75.29%) |
₹ 1,00,000 | ₹ 1,05,796.6 (5.80%) | ₹ 1,15,788.5 (15.79%) | ₹ 1,28,653.9 (28.65%) | ₹ 1,49,861.2 (49.86%) | ₹ 1,75,286.9 (75.29%) |
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Fund Portfolio Allocation
- Holdings
- Sectors
Name
Assets
- Government of India15.45%
- ICICI Bank Limited5.98%
- HDFC Bank Limited5.97%
- Reliance Industries Limited5.24%
- Nifty Index April Future3.45%
- Infosys Limited3.30%
- Sun Pharmaceutical Industries Limited2.79%
- Larsen & Toubro Limited2.67%
- Bajaj Finance Limited2.66%
- Clearing Corporation of India Ltd2.51%
- Days Tbill MD2.37%
- NTPC Limited2.02%
- Mahindra & Mahindra Limited1.92%
- Pidilite Industries Limited1.88%
- State Bank of India1.75%
- Mahanagar Telephone Nigam Limited1.59%
- Bharti Airtel Limited1.57%
- Bharti Telecom Limited1.57%
- SBI Life Insurance Company Limited1.56%
- Bajaj Auto Limited1.56%
- Bharat Highways Invit1.31%
- One Prime Limited1.19%
- Shriram Finance Limited1.18%
- Indian Bank1.17%
- Dabur India Limited1.12%
- ICICI Prudential Life Insurance Company Limited1.11%
- Tata Consultancy Services Limited1.01%
- Vijaya Diagnostic Centre Limited0.98%
- Kaynes Technology India Limited0.93%
- Sona BLW Precision Forgings Limited0.93%
- Mankind Pharma Limited0.92%
- Coforge Limited0.87%
- UNO Minda Limited0.86%
- PI Industries Limited0.85%
- Jio Financial Services Limited0.83%
- Cholamandalam Investment and Finance Company Ltd CCD0.83%
- Tata Consumer Products Limited0.82%
- Coal India Limited0.81%
- Jyoti CNC Automation Ltd0.78%
- Cummins India Limited0.76%
- Bharat Dynamics Limited0.74%
- Poonawalla Fincorp Limited0.71%
- Oil & Natural Gas Corporation Limited0.71%
- TVS Motor Company Limited0.66%
- UltraTech Cement Limited0.62%
- Bharat Electronics Limited0.60%
- The Federal Bank Limited0.59%
- Dixon Technologies India Limited0.55%
- KFin Technologies Limited0.55%
- Cholamandalam Investment and Finance Company Ltd0.51%
- United Spirits Limited0.50%
- MphasiS Limited0.49%
- Indian Railway Finance Corporation Limited0.48%
- DLF Home Developers Limited0.48%
- Muthoot Finance Limited0.48%
- Tata Motors Finance Limited0.47%
- IndoStar Capital Finance Limited0.47%
- Max Healthcare Institute Limited0.46%
- Cipla Limited0.46%
- Brigade Enterprises Limited0.41%
- Doms Industries Limited0.40%
- Vajra Trust0.38%
- SRF Limited0.33%
- GPT Healthcare Limited0.33%
- Hindustan Unilever Limited0.29%
- Persistent Systems Limited0.29%
- Vedant Fashions Limited0.27%
- Tata Steel Limited0.24%
- Aadhar Housing Finance Limited0.24%
- Maharashtra State Development Loans0.15%
- BSE Limited0.14%
- Jubilant Foodworks Limited0.14%
- Honasa Consumer Limited0.12%
- SK Finance Limited0.12%
- Tata Technologies Ltd0.10%
- Power Finance Corporation Limited0.09%
- Nestle India Limited0.05%
- Kotak Mahindra Bank Limited0.04%
- Ambuja Cements Limited0.02%
- Torrent Pharmaceuticals Limited0.01%
- Net Receivables Payables-1.74%
- Miscellaneous15.60%
- Bank - Private10.46%
- IT - Software6.06%
- Refineries5.24%
- Finance - NBFC3.99%
- Bank - Public2.92%
- Insurance2.67%
- Chemicals2.21%
- Auto Ancillary1.79%
- Tea/Coffee0.82%
- Mining & Minerals0.81%
- Diesel Engines0.76%
- Defence0.74%
- Oil Exploration0.71%
- Depository Services0.55%
- Textile0.27%
- Consumer Food0.19%
- Finance - Others0.14%
- Trading0.12%
Holdings Analysis
Peer Comparison
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- 6M
- 1Y
- 3Y
- 5Y
Mutual Fund Schemes | Category | Risk | Absolute Return (6M) |
HDFC Balanced Advantage Fund - Growth | HYBRID | Very High | 22.26% |
NJ Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Moderately High | 16.18% |
SBI Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Moderately High | 14.26% |
Nippon India Balanced Advantage Fund - Growth | HYBRID | Very High | 10.82% |
ICICI Prudential Balanced Advantage Fund - Growth | HYBRID | High | 10.71% |
Union Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 10.14% |
LIC MF Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 9.10% |
Aditya Birla Sun Life Balanced Advantage Fund - Growth | HYBRID | Very High | 8.00% |
Kotak Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 7.81% |
Bandhan Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Moderately High | 7.42% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
HDFC Balanced Advantage Fund - Growth | HYBRID | Very High | 39.14% |
NJ Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Moderately High | 29.48% |
SBI Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Moderately High | 25.83% |
HSBC Balanced Advantage Fund - Regular Plan - Growth | HYBRID | High | 22.25% |
Nippon India Balanced Advantage Fund - Growth | HYBRID | Very High | 20.69% |
ICICI Prudential Balanced Advantage Fund - Growth | HYBRID | High | 19.41% |
Aditya Birla Sun Life Balanced Advantage Fund - Growth | HYBRID | Very High | 19.02% |
Bandhan Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Moderately High | 17.24% |
Kotak Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 16.61% |
LIC MF Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 16.26% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Bank of India Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 13.48% |
Baroda BNP Paribas Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 13.28% |
Tata Balanced Advantage Fund - Regular Plan - Growth | HYBRID | High | 12.84% |
Nippon India Balanced Advantage Fund - Growth | HYBRID | Very High | 12.83% |
ICICI Prudential Balanced Advantage Fund - Growth | HYBRID | High | 12.77% |
Aditya Birla Sun Life Balanced Advantage Fund - Growth | HYBRID | Very High | 11.47% |
Kotak Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 10.73% |
HSBC Balanced Advantage Fund - Regular Plan - Growth | HYBRID | High | 10.48% |
Bandhan Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Moderately High | 9.38% |
Union Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 9.01% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
HDFC Balanced Advantage Fund - Growth | HYBRID | Very High | 19.15% |
Baroda BNP Paribas Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 15.08% |
ICICI Prudential Balanced Advantage Fund - Growth | HYBRID | High | 12.92% |
Tata Balanced Advantage Fund - Regular Plan - Growth | HYBRID | High | 12.70% |
Union Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 11.90% |
Aditya Birla Sun Life Balanced Advantage Fund - Growth | HYBRID | Very High | 11.86% |
Nippon India Balanced Advantage Fund - Growth | HYBRID | Very High | 11.79% |
Kotak Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 11.77% |
Bandhan Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Moderately High | 10.14% |
HSBC Balanced Advantage Fund - Regular Plan - Growth | HYBRID | High | 10.03% |
Fund Managers
Mr. Jayesh SundarFund Manager
Mr. Ashish NaikFund Manager
Previous experience includes 6 years with Goldman Sachs as an equity analyst.
Mr. Devang ShahFund Manager - Fixed Income
Mr. Devang Shah has 9 years total experience. He is with Axis Asset Management Co. Ltd. from October 16, 2012 till date. His previous experience includes Pricewaterhouse Coopers, Deutsche AMC & ICICI Prudential AMC.
Mr. Hardik ShahFund Manager - Fixed Income
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