Axis Balanced Advantage Fund Regular Plan Growth

17.92
NAV (Feb 26,2024)

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

    44.20
  • P/B Ratio
    UM_URBAN_MONEY

    7.23
  • Alpha
    UM_URBAN_MONEY

    0
  • Beta
    UM_URBAN_MONEY

    0
  • Sharpe
    UM_URBAN_MONEY

    0.17
  • Sortino
    UM_URBAN_MONEY

    0.30

Fund Overview

2.09%

Expense ratio
UM_URBAN_MONEY

0%

Exit Load
UM_URBAN_MONEY

No Lock-in

Lock-in
UM_URBAN_MONEY

1978.54 Cr

AUM (Fund Size)
UM_URBAN_MONEY

Index
UM_URBAN_MONEY

SIP ₹100.00

Min. Investment
UM_URBAN_MONEY

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Feb 28, 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 %)

11,172.07 (11.72%)11,531.53 (15.32%)12,637.52 (26.38%)14,278.88 (42.79%)16,747.66 (67.48%)
33,516.21 (11.72%)34,594.59 (15.32%)37,912.56 (26.38%)42,836.64 (42.79%)50,242.98 (67.48%)
55,860.35 (11.72%)57,657.65 (15.32%)63,187.6 (26.38%)71,394.4 (42.79%)83,738.3 (67.48%)
89,376.56 (11.72%)92,252.24 (15.32%)1,01,100.16 (26.38%)1,14,231.04 (42.79%)1,33,981.28 (67.48%)
1,11,720.7 (11.72%)1,15,315.3 (15.32%)1,26,375.2 (26.38%)1,42,788.8 (42.79%)1,67,476.6 (67.48%)

Calculate Your Mutual Fund Returns

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

Total investment

+

Profit

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • HDFC Bank Limited8.18%
  • Government of India8.02%
  • ICICI Bank Limited6.14%
  • Net Receivables Payables5.08%
  • Infosys Limited4.78%
  • Bajaj Finance Limited4.17%
  • Reliance Industries Limited3.76%
  • Ambuja Cements Limited3.59%
  • Clearing Corporation of India Ltd3.16%
  • Days Tbill MD2.52%
  • Larsen & Toubro Limited2.46%
  • Bajaj Auto Limited2.40%
  • UltraTech Cement Limited2.39%
  • Sun Pharmaceutical Industries Limited2.31%
  • Kaynes Technology India Limited2.08%
  • Pidilite Industries Limited1.80%
  • NTPC Limited1.75%
  • Bharti Telecom Limited1.67%
  • Coforge Limited1.48%
  • SBI Life Insurance Company Limited1.44%
  • Mahindra & Mahindra Limited1.33%
  • State Bank of India1.32%
  • Tata Power Company Limited1.27%
  • Tata Consumer Products Limited1.27%
  • Bajaj Housing Finance Limited1.26%
  • TVS Motor Company Limited1.26%
  • Mahanagar Telephone Nigam Limited1.21%
  • Dixon Technologies India Limited1.13%
  • Nifty Index January Future1.11%
  • Vijaya Diagnostic Centre Limited1.10%
  • Tata Consultancy Services Limited1.05%
  • Bharti Airtel Limited1.04%
  • Muthoot Finance Limited1.01%
  • Sona BLW Precision Forgings Limited0.98%
  • Cholamandalam Investment and Finance Company Ltd CCD0.93%
  • ICICI Prudential Life Insurance Company Limited0.89%
  • Bharat Dynamics Limited0.77%
  • Poonawalla Fincorp Limited0.75%
  • Mankind Pharma Limited0.75%
  • The Federal Bank Limited0.74%
  • Cholamandalam Investment and Finance Company Ltd0.73%
  • The Ramco Cements Limited0.73%
  • KFin Technologies Limited0.71%
  • Vedant Fashions Limited0.66%
  • Tata Technologies Ltd0.62%
  • Doms Industries Limited0.60%
  • MphasiS Limited0.60%
  • Vivriti Capital Private Limited0.56%
  • Brigade Enterprises Limited0.54%
  • UNO Minda Limited0.52%
  • Tata Motors Finance Limited0.50%
  • IndoStar Capital Finance Limited0.50%
  • Vajra Trust0.48%
  • Honasa Consumer Limited0.47%
  • Persistent Systems Limited0.45%
  • Max Healthcare Institute Limited0.41%
  • Cipla Limited0.41%
  • Asian Paints Limited0.40%
  • Bharat Electronics Limited0.40%
  • PI Industries Limited0.37%
  • Hindustan Unilever Limited0.36%
  • Indian Bank0.35%
  • SRF Limited0.34%
  • Jio Financial Services Limited0.34%
  • Aadhar Housing Finance Limited0.25%
  • Nestle India Limited0.21%
  • SK Finance Limited0.19%
  • Jubilant Foodworks Limited0.19%
  • Kotak Mahindra Bank Limited0.17%
  • Maharashtra State Development Loans0.16%
  • ACC Limited0.15%
  • National Aluminium Company Limited0.13%
  • Hindustan Petroleum Corporation Limited0.11%
  • Clean Science and Technology Limited0.10%
  • Power Finance Corporation Limited0.10%
  • Zee Entertainment Enterprises Limited0.07%
  • GAIL India Limited0.06%
  • Global Health Limited0.05%
  • Bharat Petroleum Corporation Limited0.04%
  • Indigo Paints Limited0.02%
  • Jindal Steel & Power Limited0.01%
  • United Spirits Limited0.01%
  • Torrent Pharmaceuticals Limited0.01%
  • United Spirits Limited January Future-0.01%
  • Jindal Steel & Power Limited January Future-0.01%
  • Zee Entertainment Enterprises Limited January Future-0.03%
  • Bharat Petroleum Corporation Limited January Future-0.04%
  • GAIL India Limited January Future-0.06%
  • Hindustan Petroleum Corporation Limited January Future-0.11%
  • National Aluminium Company Limited January Future-0.13%
  • Tata Power Company Limited January Future-1.28%
  • Ambuja Cements Limited January Future-2.76%

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%

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

HYBRID

Moderately High

18.85%

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

HYBRID

High

12.69%

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

HYBRID

Very High

10.84%

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

HYBRID

Very High

10.82%

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

HYBRID

High

10.71%

SBI Balanced Advantage Fund - Regular Plan - GrowthSBI Balanced Advantage Fund - Regular Plan - Growth

HYBRID

High

10.36%

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

HYBRID

Very High

10.14%

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

HYBRID

Very High

9.39%

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

HYBRID

Very High

8.00%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

HDFC Balanced Advantage Fund - GrowthHDFC Balanced Advantage Fund - Growth

HYBRID

Very High

39.14%

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

HYBRID

Moderately High

31.36%

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

HYBRID

Very High

23.69%

SBI Balanced Advantage Fund - Regular Plan - GrowthSBI Balanced Advantage Fund - Regular Plan - Growth

HYBRID

High

23.64%

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

HYBRID

High

23.21%

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

HYBRID

Very High

20.69%

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

HYBRID

High

19.41%

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

HYBRID

Very High

19.02%

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

HYBRID

Very High

17.77%

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

HYBRID

Very High

15.58%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

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

HYBRID

Very High

13.48%

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

HYBRID

Very High

13.28%

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

10.58%

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

HYBRID

Moderately High

9.38%

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

HYBRID

Very High

9.01%

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

15.08%

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%

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

HYBRID

Very High

11.90%

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%

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

HYBRID

High

10.54%

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

HYBRID

Moderately High

10.14%

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

HYBRID

Very High

9.12%

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