Axis Balanced Advantage Fund Reg-IDCW

Very High Hybrid IDCW

4 Morning Star

2 Value Research

NAV( 27 Jan 2023)

₹ 11.42
2.87%

Axis Balanced Advantage Fund Reg-IDCW

Invest now
Performance

11.1%3y Returns

-0.96% 1D Returns

Investment details
  • Min SIP amount

    ₹ 100
  • Min Lumpsum

    ₹ 500
  • Lock In

    0
  • Expense ratio

    2.05%
  • Exit load

    0.0% For units in excess of 10% of the investment
    L After 365 days
    View more
  • 0.0%

    1% will be charged for redemption within 12 months

Fund details
View Fund Documents
  • Fund size

    ₹ 2,260 Cr
  • Plan

    REGULAR
  • Launch date

    11 Jul 2017
  • Fund type

    OPEN
  • Fund benchmark

    NIFTY 50 Hybrid Composite debt 50:50 Index
  • ISIN

    INF846K01A60
Fund allocation
Asset allocation

Company holdings
Company Allocation %
Sectors
Company Allocation %
Automobile 4.08%
Construction 4.86%
Consumer Staples 6.04%
Financial 27.39%
Capital Goods 0.97%
Consumer Discretionary 0.79%
Chemicals 2.69%
Services 5.30%
Energy 6.90%
Technology 13.07%
Insurance 0.02%
Metals & Mining 1.31%
Healthcare 3.03%
Communication 1.52%
Risk Associated
Very High
  • Investors be aware that principal under this fund will be at Very High risk.
  • Wealth will be Multiplied In Short time!

Contact Information

Address:

Axis House,1st FLOOR,Bombay Dyeing Mill Compound Pandurang Budhkar Marg, Worli

About

Axis Mutual Fund launched its first scheme in October 2009. Since then Axis Mutual fund has grown strongly. They attribute their success thus far to three founding principles - Long term wealth creation, Outside in (Customer) view and Long term relationship.

  • Funds Offered

    10
  • AUM

    ₹ 10,369 Cr
  • Highest Return

    9.27%
About

R Sivakumar Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now

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