Axis Balanced Advantage Fund Regular Plan Growth

Risk: Very High
₹ 20.54
NAV (Oct 10,2024)

Invest in the Axis Balanced Advantage Fund - Regular Plan - Growth and make the most of your money. With a minimum investment of INR 100, this fund offers excellent growth opportunities. The fund has an expense ratio of 2.09 and an established date of August 1, 2017. The PE ratio is 44.20 and the PB ratio is 7.23, making it a favorable investment option. Choose this fund to secure a prosperous financial future.

Axis Balanced Advantage Fund Regular Plan Growth Latest Trend

  • 1M
  • 2M
  • 3M

Axis Balanced Advantage Fund Regular Plan Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    41.39
  • P/B Ratio
    UM_URBAN_MONEY

    6.41
  • Alpha
    UM_URBAN_MONEY

    0
  • Beta
    UM_URBAN_MONEY

    0
  • Sharpe
    UM_URBAN_MONEY

    0.15
  • Sortino
    UM_URBAN_MONEY

    0.23

Fund Overview

Expense ratio
UM_URBAN_MONEY

2.07%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 2183.66 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹100.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Oct 12, 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₹ 10,405.27 (4.05%)₹ 11,248.63 (12.49%)₹ 12,893.91 (28.94%)₹ 14,224.38 (42.24%)₹ 18,487.85 (84.88%)
₹ 30,000₹ 31,215.81 (4.05%)₹ 33,745.89 (12.49%)₹ 38,681.73 (28.94%)₹ 42,673.14 (42.24%)₹ 55,463.55 (84.88%)
₹ 50,000₹ 52,026.35 (4.05%)₹ 56,243.15 (12.49%)₹ 64,469.55 (28.94%)₹ 71,121.9 (42.24%)₹ 92,439.25 (84.88%)
₹ 80,000₹ 83,242.16 (4.05%)₹ 89,989.04 (12.49%)₹ 1,03,151.28 (28.94%)₹ 1,13,795.04 (42.24%)₹ 1,47,902.8 (84.88%)
₹ 1,00,000₹ 1,04,052.7 (4.05%)₹ 1,12,486.3 (12.49%)₹ 1,28,939.1 (28.94%)₹ 1,42,243.8 (42.24%)₹ 1,84,878.5 (84.88%)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Government of India11.61%
  • HDFC Bank Limited6.93%
  • ICICI Bank Limited5.90%
  • Reliance Industries Limited4.86%
  • Clearing Corporation of India Ltd4.64%
  • Net Receivables Payables4.32%
  • Bajaj Finance Limited3.62%
  • Infosys Limited2.99%
  • Mahindra & Mahindra Limited2.59%
  • Sun Pharmaceutical Industries Limited2.34%
  • Bharti Airtel Limited2.28%
  • NTPC Limited2.08%
  • State Bank of India1.97%
  • Larsen & Toubro Limited1.83%
  • Pidilite Industries Limited1.79%
  • Dabur India Limited1.61%
  • Mahanagar Telephone Nigam Limited1.40%
  • Bajaj Auto Limited1.24%
  • Indian Bank1.23%
  • Bharat Highways Invit1.23%
  • One Prime Limited1.14%
  • Titagarh Rail Systems Limited1.14%
  • SBI Life Insurance Company Limited1.14%
  • Shriram Finance Limited1.14%
  • IndoStar Capital Finance Limited1.14%
  • Vijaya Diagnostic Centre Limited1.05%
  • Kaynes Technology India Limited0.95%
  • Tata Consultancy Services Limited0.92%
  • Days Tbill MD0.91%
  • Coal India Limited0.88%
  • Bharat Dynamics Limited0.87%
  • ICICI Prudential Life Insurance Company Limited0.87%
  • Cummins India Limited0.85%
  • Bharat Electronics Limited0.85%
  • Cholamandalam Investment and Finance Company Ltd CCD0.84%
  • Mankind Pharma Limited0.82%
  • Kotak Mahindra Bank Limited0.80%
  • Hindalco Industries Limited0.78%
  • Tata Consumer Products Limited0.76%
  • UNO Minda Limited0.76%
  • PI Industries Limited0.75%
  • The Federal Bank Limited0.71%
  • Poonawalla Fincorp Limited0.69%
  • Grasim Industries Limited0.68%
  • Oil & Natural Gas Corporation Limited0.67%
  • Brigade Enterprises Limited0.62%
  • Cipla Limited0.62%
  • Jyoti CNC Automation Ltd0.61%
  • Cholamandalam Investment and Finance Company Ltd0.61%
  • Sona BLW Precision Forgings Limited0.60%
  • KFin Technologies Limited0.60%
  • Coforge Limited0.59%
  • TBO Tek Limited0.56%
  • TVS Motor Company Limited0.54%
  • Doms Industries Limited0.50%
  • United Spirits Limited0.50%
  • Indian Railway Finance Corporation Limited0.46%
  • Steel Authority of India Limited0.46%
  • Renserv Global Private Limited0.46%
  • Tata Motors Finance Limited0.46%
  • DLF Home Developers Limited0.46%
  • MphasiS Limited0.46%
  • Muthoot Finance Limited0.45%
  • Go Digit General Insurance Limited0.41%
  • Max Healthcare Institute Limited0.41%
  • Hindustan Aeronautics Limited0.40%
  • UltraTech Cement Limited0.40%
  • Bharti Telecom Limited0.37%
  • Vajra Trust0.32%
  • GPT Healthcare Limited0.26%
  • RBL Bank Limited0.24%
  • Tata Steel Limited0.23%
  • Bharat Heavy Electricals Limited0.23%
  • Aadhar Housing Finance Limited0.23%
  • GAIL India Limited0.18%
  • Jubilant Foodworks Limited0.15%
  • Maharashtra State Development Loans0.15%
  • ACC Limited0.13%
  • Honasa Consumer Limited0.13%
  • SK Finance Limited0.11%
  • Tata Technologies Ltd0.10%
  • Power Finance Corporation Limited0.09%
  • The India Cements Limited0.07%
  • Bank of Baroda0.06%
  • Tamilnadu State Development Loans0.05%
  • Nestle India Limited0.04%
  • Ambuja Cements Limited0.02%
  • SBI Life Insurance Company Limited Put June Option0.01%
  • IDFC Limited0.01%
  • BSE Limited0.01%
  • Bajaj Finserv Limited0.01%
  • Chambal Fertilizers & Chemicals Limited0.01%
  • City Union Bank Limited0.01%
  • Torrent Pharmaceuticals Limited0.01%
  • Balkrishna Industries Limited0.00%
  • Info Edge India Limited0.00%
  • Glenmark Pharmaceuticals Limited0.00%
  • Apollo Hospitals Enterprise Limited0.00%
  • Vedant Fashions Limited0.00%
  • Apollo Hospitals Enterprise Limited June Future0.00%
  • Glenmark Pharmaceuticals Limited June Future0.00%
  • Info Edge India Limited June Future0.00%
  • Balkrishna Industries Limited June Future0.00%
  • City Union Bank Limited June Future-0.01%
  • Chambal Fertilizers & Chemicals Limited June Future-0.01%
  • United Spirits Limited June Future-0.01%
  • Infosys Limited June Future-0.01%
  • Bajaj Finserv Limited June Future-0.01%
  • IDFC Limited June Future-0.01%
  • TVS Motor Company Limited June Future-0.02%
  • UltraTech Cement Limited June Future-0.02%
  • Bank of Baroda June Future-0.06%
  • The India Cements Limited June Future-0.07%
  • Bajaj Finance Limited June Future-0.12%
  • ACC Limited June Future-0.13%
  • GAIL India Limited June Future-0.19%
  • Bharat Heavy Electricals Limited June Future-0.23%
  • RBL Bank Limited June Future-0.24%
  • Hindustan Aeronautics Limited June Future-0.41%
  • Steel Authority of India Limited June Future-0.46%
  • HDFC Bank Limited June Future-0.96%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

HDFC Balanced Advantage Fund - GrowthHDFC Balanced Advantage Fund - Growth

HYBRID

Very High

22.26%

ITI Balanced Advantage Fund - Regular Plan - GrowthITI Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

15.77%

Mahindra Manulife Balanced Advantage Fund - Regular Plan - GrowthMahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

14.67%

Bandhan Balanced Advantage Fund - Regular Plan - GrowthBandhan Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Moderately High

13.32%

Bank of India Balanced Advantage Fund - Regular Plan - GrowthBank of India Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

13.15%

WhiteOak Capital Balanced Advantage Fund - Regular Plan - GrowthWhiteOak Capital Balanced Advantage Fund - Regular Plan - Growth

HYBRID

High

11.64%

Nippon India Balanced Advantage Fund - GrowthNippon India Balanced Advantage Fund - Growth

HYBRID

Very High

10.82%

NJ Balanced Advantage Fund - Regular Plan - GrowthNJ Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

9.84%

Tata Balanced Advantage Fund - Regular Plan - GrowthTata Balanced Advantage Fund - Regular Plan - Growth

HYBRID

High

9.35%

Kotak Balanced Advantage Fund - Regular Plan - GrowthKotak Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

7.81%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

HDFC Balanced Advantage Fund - GrowthHDFC Balanced Advantage Fund - Growth

HYBRID

Very High

39.14%

Baroda BNP Paribas Balanced Advantage Fund - Regular Plan - GrowthBaroda BNP Paribas Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

28.52%

Mahindra Manulife Balanced Advantage Fund - Regular Plan - GrowthMahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

27.89%

WhiteOak Capital Balanced Advantage Fund - Regular Plan - GrowthWhiteOak Capital Balanced Advantage Fund - Regular Plan - Growth

HYBRID

High

24.31%

ITI Balanced Advantage Fund - Regular Plan - GrowthITI Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

22.95%

Bandhan Balanced Advantage Fund - Regular Plan - GrowthBandhan Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Moderately High

22.16%

Tata Balanced Advantage Fund - Regular Plan - GrowthTata Balanced Advantage Fund - Regular Plan - Growth

HYBRID

High

20.11%

Aditya Birla Sun Life Balanced Advantage Fund - GrowthAditya Birla Sun Life Balanced Advantage Fund - Growth

HYBRID

Very High

19.02%

LIC MF Balanced Advantage Fund - Regular Plan - GrowthLIC MF Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Moderately High

18.30%

Kotak Balanced Advantage Fund - Regular Plan - GrowthKotak Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

16.61%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

HDFC Balanced Advantage Fund - GrowthHDFC Balanced Advantage Fund - Growth

HYBRID

Very High

24.82%

Baroda BNP Paribas Balanced Advantage Fund - Regular Plan - GrowthBaroda BNP Paribas Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

14.08%

Bank of India Balanced Advantage Fund - Regular Plan - GrowthBank of India Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

13.48%

Tata Balanced Advantage Fund - Regular Plan - GrowthTata Balanced Advantage Fund - Regular Plan - Growth

HYBRID

High

12.84%

Nippon India Balanced Advantage Fund - GrowthNippon India Balanced Advantage Fund - Growth

HYBRID

Very High

12.83%

ICICI Prudential Balanced Advantage Fund - GrowthICICI Prudential Balanced Advantage Fund - Growth

HYBRID

High

12.77%

ITI Balanced Advantage Fund - Regular Plan - GrowthITI Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

11.87%

Aditya Birla Sun Life Balanced Advantage Fund - GrowthAditya Birla Sun Life Balanced Advantage Fund - Growth

HYBRID

Very High

11.47%

HSBC Balanced Advantage Fund - Regular Plan - GrowthHSBC Balanced Advantage Fund - Regular Plan - Growth

HYBRID

High

10.71%

Union Balanced Advantage Fund - Regular Plan - GrowthUnion Balanced Advantage Fund - Regular Plan - Growth

HYBRID

High

9.58%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

HDFC Balanced Advantage Fund - GrowthHDFC Balanced Advantage Fund - Growth

HYBRID

Very High

19.15%

Baroda BNP Paribas Balanced Advantage Fund - Regular Plan - GrowthBaroda BNP Paribas Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

17.30%

Union Balanced Advantage Fund - Regular Plan - GrowthUnion Balanced Advantage Fund - Regular Plan - Growth

HYBRID

High

12.94%

ICICI Prudential Balanced Advantage Fund - GrowthICICI Prudential Balanced Advantage Fund - Growth

HYBRID

High

12.92%

Tata Balanced Advantage Fund - Regular Plan - GrowthTata Balanced Advantage Fund - Regular Plan - Growth

HYBRID

High

12.70%

Aditya Birla Sun Life Balanced Advantage Fund - GrowthAditya Birla Sun Life Balanced Advantage Fund - Growth

HYBRID

Very High

11.86%

Nippon India Balanced Advantage Fund - GrowthNippon India Balanced Advantage Fund - Growth

HYBRID

Very High

11.79%

Kotak Balanced Advantage Fund - Regular Plan - GrowthKotak Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

11.77%

HSBC Balanced Advantage Fund - Regular Plan - GrowthHSBC Balanced Advantage Fund - Regular Plan - Growth

HYBRID

High

11.67%

Bank of India Balanced Advantage Fund - Regular Plan - GrowthBank of India Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

9.12%

Show all Funds

Fund Managers

JS

Mr. Jayesh SundarFund Manager

AN

Mr. Ashish NaikFund Manager

Previous experience includes 6 years with Goldman Sachs as an equity analyst.

DS

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.

HS

Mr. Hardik ShahFund Manager - Fixed Income

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FAQ's

What is the risk level associated with the Axis Balanced Advantage Fund - Regular Plan - Growth?

The Axis Balanced Advantage Fund - Regular Plan - Growth is classified as a Very High risk mutual fund.

What is the current NAV (Net Asset Value) of the Axis Balanced Advantage Fund - Regular Plan - Growth as of Oct 10,2024?

The current NAV of the Axis Balanced Advantage Fund - Regular Plan - Growth as of Oct 10,2024 is INR 20.54.

What are the returns generated by the Axis Balanced Advantage Fund - Regular Plan - Growth over the past 1, 3, and 5 years?

The Axis Balanced Advantage Fund - Regular Plan - Growth has delivered impressive returns of 25.48% in the past year, 12.79% in the last three years, and 10.61% over the past five years.

What is the expense ratio associated with the Axis Balanced Advantage Fund - Regular Plan - Growth?

The Axis Balanced Advantage Fund - Regular Plan - Growth has an expense ratio of 2.08%.

What is the minimum investment amount required for the Axis Balanced Advantage Fund - Regular Plan - Growth?

The Axis Balanced Advantage Fund - Regular Plan - Growth has a minimum investment requirement of INR 100.

Is there a systematic investment plan (SIP) available for the Axis Balanced Advantage Fund - Regular Plan - Growth?

Yes, SIP option is available for the Axis Balanced Advantage Fund - Regular Plan - Growth with a minimum investment of INR 100 per month.

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