Axis Balanced Advantage Fund Regular Plan Growth
Axis Mutual Fund
₹20.80 (+0.73%)
NAV as of 9 Oct 2026
Minimum Investment: ₹100
Return
-1.19% Returns for 1Y
Expense ratio & Others
- Net expense ratio
- 1.93%
- Exit load
- 0%
- Lock-in
- No
- Minimum investment
- ₹100
- Category
- Dynamic Asset Allocation
Expense ratio is inclusive of GST. Returns may be taxed based on the fund type and your holding period — please read the scheme-related documents and consult a tax advisor. Figures are historical and do not guarantee future results.
Fund Returns Estimator
One-time investment
₹1,000
6 months
₹1,001
Invested ₹1,000
▲+0.10%1 year
₹988
Invested ₹1,000
▼-1.19%3 years
₹1,096
Invested ₹1,000
▲+9.55%5 years
₹1,076
Invested ₹1,000
▲+7.57%
Based on the fund’s historic trailing returns — a planning illustration, not a guarantee of future results.
Invest One-TimePlan it your way
The figures above are fixed to this fund’s past returns over set periods. Use a calculator to set your own amount, tenure and expected rate of return.
Risk level
Riskometer scale
- Low
- Low to Moderate
- Moderate
- Moderate to HighThis fund
- High
- Very High
Riskometer level assigned by the fund house as per SEBI norms. It can change as the scheme’s portfolio changes.
Fund benchmark
| Primary Index Name | CRISIL Hybrid 50+50 Moderate TR INR |
|---|---|
| Secondary Index Name | CRISIL Hybrid 50+50 Moderate TR INR |
| Index Name | Nifty Composite Debt Index TR INR |
| Weighting | 50% |
Returns
| 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|
| Fund returns (%) | -1.19% | +9.55% | +7.57% | — |
| Cumulative returns (%) | -1.19% | +31.48% | +44.04% | — |
Fund Manager
| Manager | Jayesh Sundar |
|---|---|
| Role | Manager |
| Manager Tenure | 3.01 yrs |
About Fund
| Date of Incorporation | 1 Aug 2017 |
|---|---|
| Fund House | Axis Mutual Fund |
| Custodian | Deutsche Bank AG |
| Registrar / Transfer Agent | Axis Asset Management Company Limited |
| Address | 1 Great Winchester Street |
Top Holdings
| Company | Weightage (%) |
|---|---|
| ICICI Bank Ltd | 6.08% |
| HDFC Bank Ltd | 5.38% |
| Reliance Industries Ltd | 4.54% |
| State Bank of India | 3.53% |
| Infosys Ltd | 2.39% |
| Bharti Airtel Ltd | 2.34% |
| Larsen & Toubro Ltd | 2.32% |
| Kotak Mahindra Bank Ltd | 2.29% |
| Mahindra & Mahindra Ltd | 2.29% |
| 7.61% Gs 2030 | 2.17% |
| Tata Consultancy Services Ltd | 1.92% |
| Sun Pharmaceuticals Industries Ltd | 1.90% |
| Bajaj Finance Ltd | 1.84% |
| 7.18% Gs 2033 | 1.77% |
Investment Strategy
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.
Capital appreciation while generating income over medium to long term
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. The data shown is for information only and does not constitute investment advice.