Axis Balanced Advantage Reg-G

Very High Hybrid G

3 Morning Star

3 Value Research

NAV( 29 Apr 2025)

₹ 20.6
2.39%

Axis Balanced Advantage Reg-G

Invest now

Performance

14.19%3y Returns

0.1% 1D Returns

Investment details

  • Min SIP amount

    ₹ 100
  • Min Lumpsum

    ₹ 100
  • Lock In

    0
  • Expense ratio

    1.98%
  • Exit load

    1% Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
    L After 365 days

Fund details

View Fund Documents
  • Fund size

    ₹ 2,808 Cr
  • Plan

    REGULAR
  • Launch date

    11 Jul 2017
  • Fund type

    OPEN
  • Fund benchmark

    NIFTY 50 Hybrid Composite Debt 50:50 Index
  • ISIN

    INF846K01A52

Fund allocation

Asset allocation

Company holdings
Company Allocation %
Indian Railway Finance Corporation Ltd SR 183 Bonds 7.15 14/11/2039 0.54%
Tata Steel Ltd Bonds 8.03 25/02/2028 0.18%
National Bank For Agriculture & Rural Development SR 25C Bonds 7.44 24/02/2028 0.89%
Power Finance Corporation Ltd SR 200 NCD 7.40 08/05/2030 0.07%
HDFC Bank Ltd SR Y005 NCD 6.83 08/01/2031 0.35%
HDFC Bank Ltd SR Q003 NCD 7.90 24/08/2026 0.18%
REC Ltd SR 225 NCD 7.64 30/06/2026 0.18%
Mahanagar Telephone Nigam Ltd SR VIII TR C NCD 7.80 07/11/2033 0.71%
Bharti Telecom Ltd SR XXI NCD 8.75 05/11/2029 0.91%
Godrej Industries Ltd SR 1 NCD 8.10 22/05/2028 0.54%
Godrej Properties Ltd SR A NCD 8.15 03/07/2026 0.18%
Jyoti CNC Automation Ltd 0.43%
GPT Healthcare Ltd 0.21%
TBO Tek Ltd 0.3%
Emcure Pharmaceuticals Ltd 0.2%
Premier Energies Ltd 0.51%
Bharti Telecom Ltd SR X Debenture 8.80 21/11/2025 0.89%
HDB Financial Services Ltd SR 189 Debenture 7.99 16/03/2026 0.89%
Aadhar Housing Finance Ltd Debenture 8.50 26/05/2026 0.18%
Shriram Finance Ltd SR PPD XII OP Debenture 8.75 05/10/2026 0.89%
Cholamandalam Investment & Finance Company Ltd Debenture 7.50 30/09/2026 0.73%
Bharti Telecom Ltd SR XVIII 9 Debenture 04/12/2028 0.37%
Bajaj Finance Ltd Debenture 7.87 08/02/2034 0.9%
360 ONE Wealth Ltd Debenture 9.20 05/09/2025 0.89%
DLF Home Developers Ltd Debenture 30/04/2027 0.36%
Renserv Global Pvt Ltd Debenture 10.18 25/04/2025 0.36%
TVS Holdings Ltd Debenture 8.65 07/06/2029 0.36%
Indian Railway Finance Corporation Ltd SR 180 Debenture 7.39 15/07/2034 0.02%
Reserve Bank of India T-Bills 182-D 12/06/2025 0.7%
Reserve Bank of India T-Bills 91-D 10/04/2025 0.36%
Reserve Bank of India T-Bills 91-D 15/05/2025 0.71%
Reliance Industries Ltd Futures 04/2025 -2.09%
HDFC Bank Ltd Futures 04/2025 -0.84%
Bank Of Baroda Futures 04/2025 -0.04%
Tata Consultancy Services Ltd Futures 04/2025 -0.95%
Trent Ltd Futures 04/2025 -0.55%
Mahindra & Mahindra Ltd Futures 04/2025 -1.13%
Tata Motors Ltd Futures 04/2025 -0.39%
Infosys Ltd Futures 04/2025 -0.46%
Sun Pharmaceutical Industries Ltd Futures 04/2025 -0.78%
Titan Company Ltd Futures 04/2025 -0.22%
Grasim Industries Ltd Futures 04/2025 -0.5%
Bharti Airtel Ltd Futures 04/2025 -0.01%
Coal India Ltd Futures 04/2025 -0.51%
ITC Ltd Futures 04/2025 -0.3%
Samvardhana Motherson International Ltd Futures 04/2025 -0.19%
Bajaj Finserv Ltd Futures 04/2025 -0.07%
Bharat Heavy Electricals Ltd Futures 04/2025 -0.13%
Asian Paints Ltd Futures 04/2025 0.0%
Siemens Ltd Futures 04/2025 -0.1%
Bajaj Auto Ltd Futures 04/2025 -0.72%
Mphasis Ltd Futures 04/2025 -0.16%
Apollo Hospitals Enterprise Ltd Futures 04/2025 0.0%
Oil And Natural Gas Corporation Ltd Futures 04/2025 -0.16%
GAIL (India) Ltd Futures 04/2025 -0.11%
Hindustan Unilever Ltd Futures 04/2025 -0.18%
Hindustan Aeronautics Ltd Futures 04/2025 -0.41%
NTPC Ltd Futures 04/2025 -0.21%
ICICI Bank Ltd Futures 04/2025 -0.76%
Hero Motocorp Ltd Futures 04/2025 -0.01%
Tata Steel Ltd Futures 04/2025 -0.04%
Bajaj Finance Ltd Futures 04/2025 -0.21%
Steel Authority Of India Ltd Futures 04/2025 -0.17%
SBI Life Insurance Company Ltd Futures 04/2025 -0.95%
Indian Energy Exchange Ltd Futures 04/2025 -0.06%
Exide Industries Ltd Futures 04/2025 -0.06%
HDFC Life Insurance Co Ltd Futures 04/2025 -0.01%
Tata Power Company Ltd Futures 04/2025 -0.31%
Indus Towers Ltd Futures 04/2025 -0.01%
ACC Ltd Futures 04/2025 -0.09%
State Bank of India Futures 04/2025 -0.48%
The Federal Bank Ltd Futures 04/2025 -0.16%
Havells India Ltd Futures 04/2025 -0.02%
Glenmark Pharmaceuticals Ltd Futures 04/2025 0.0%
Hindalco Industries Ltd Futures 04/2025 -0.26%
Dabur India Ltd Futures 04/2025 -0.08%
ICICI Prudential Life Insurance Company Ltd Futures 04/2025 -0.03%
Reserve Bank of India T-Bills 91-D 05/06/2025 0.7%
Ultratech Cement Ltd Futures 04/2025 -0.22%
Coforge Ltd Futures 04/2025 -0.23%
Tata Communications Ltd Futures 04/2025 -0.15%
Aurobindo Pharma Ltd Futures 04/2025 0.0%
Info Edge (India) Ltd Futures 04/2025 -0.13%
United Spirits Ltd Futures 04/2025 -0.01%
Interglobe Aviation Ltd Futures 04/2025 -0.03%
Oracle Financial Services Software Ltd Futures 04/2025 -0.06%
Max Healthcare Institute Ltd Futures 04/2025 -0.07%
Hindustan Copper Ltd Futures 04/2025 -0.08%
HCL Technologies Ltd Futures 04/2025 -0.08%
Indusind Bank Ltd Futures 04/2025 -0.11%
Eicher Motors Ltd Futures 04/2025 -0.11%
TVS Motor Company Ltd Futures 04/2025 -0.14%
Shriram Finance Ltd Futures 04/2025 -0.18%
Lupin Ltd Futures 04/2025 -0.18%
Tech Mahindra Ltd Futures 04/2025 -0.23%
Tamilnadu State SDL 7.42 03/04/2034 0.04%
NIFTY 50 Index ID 04/2025 0.85%
NIFTY Bank ID 04/2025 0.72%
Hindustan Aeronautics Ltd ID 04/2025 0.01%
Tata Steel Ltd ID 04/2025 0.01%
Indus Infra Trust InvITs 0.95%
Mankind Pharma Ltd 0.46%
DOMS Industries Ltd 0.69%
Vajra Trust Sec. Debt 0.1%
Others CBLO 3.24%
Small Industries Devp. Bank of India Ltd SR II Bonds/NCD 7.47 05/09/2029 0.9%
Maharashtra State SDL 6.24 11/08/2026 0.07%
Rajasthan State SDL 6.48 02/03/2027 0.18%
Andhra Pradesh State SDL 6.39 20/05/2026 0.18%
Net Payables -0.78%
ACC Ltd 0.09%
Ambuja Cements Ltd 0.01%
Apollo Hospitals Enterprise Ltd 0.0%
Asian Paints Ltd 0.0%
Aurobindo Pharma Ltd 0.0%
Bajaj Finance Ltd 2.64%
Bajaj Auto Ltd 0.81%
Bajaj Finserv Ltd 0.07%
Bank Of Baroda 0.04%
Bharat Electronics Ltd 0.46%
Bharat Heavy Electricals Ltd 0.13%
Bharat Petroleum Corporation Ltd 0.58%
Bharti Airtel Ltd 2.53%
Brigade Enterprises Ltd 0.34%
Cholamandalam Investment & Finance Company Ltd 0.27%
Cipla Ltd 0.8%
Coal India Ltd 0.7%
Cummins India Ltd 0.56%
Dabur India Ltd 0.19%
Divi's Laboratories Ltd 0.59%
Eicher Motors Ltd 0.11%
Exide Industries Ltd 0.06%
The Federal Bank Ltd 0.19%
GAIL (India) Ltd 0.11%
Glenmark Pharmaceuticals Ltd 0.0%
Grasim Industries Ltd 0.52%
HCL Technologies Ltd 0.08%
Havells India Ltd 0.02%
HDFC Bank Ltd 6.29%
Hero Motocorp Ltd 0.01%
Hindalco Industries Ltd 0.92%
Hindustan Aeronautics Ltd 0.56%
Hindustan Copper Ltd 0.08%
Hindustan Unilever Ltd 0.54%
ICICI Bank Ltd 4.83%
Indian Bank 0.57%
Indusind Bank Ltd 0.11%
Info Edge (India) Ltd 0.31%
Infosys Ltd 3.76%
ITC Ltd 1.35%
Kotak Mahindra Bank Ltd 1.22%
Larsen & Toubro Ltd 1.79%
Lupin Ltd 0.18%
Mahindra & Mahindra Ltd 2.8%
UNO Minda Ltd 0.09%
Samvardhana Motherson International Ltd 0.19%
Mphasis Ltd 0.2%
Coforge Ltd 0.59%
NTPC Ltd 1.62%
Nestle India Ltd 0.03%
Oil And Natural Gas Corporation Ltd 0.56%
Oracle Financial Services Software Ltd 0.06%
PI Industries Ltd 0.55%
Pidilite Industries Ltd 1.09%
PNB Housing Finance Ltd 0.6%
Power Grid Corporation of India Ltd 0.6%
Reliance Industries Ltd 5.83%
Shriram Finance Ltd 0.18%
Siemens Ltd 0.1%
State Bank of India 2.5%
Steel Authority Of India Ltd 0.17%
Sun Pharmaceutical Industries Ltd 2.02%
TVS Motor Company Ltd 0.41%
Tata Communications Ltd 0.15%
Tata Consultancy Services Ltd 1.65%
Tata Motors Ltd 0.66%
Tata Power Company Ltd 0.31%
Tata Steel Ltd 0.05%
Tata Consumer Products Ltd 0.31%
Tech Mahindra Ltd 0.29%
Titagarh Railsystems Ltd 0.09%
Titan Company Ltd 0.67%
Torrent Pharmaceuticals Ltd 0.01%
Trent Ltd 0.55%
Ultratech Cement Ltd 0.34%
United Spirits Ltd 0.52%
Indus Towers Ltd 0.01%
Interglobe Aviation Ltd 0.03%
Varun Beverages Ltd 0.34%
ICICI Prudential Life Insurance Company Ltd 0.47%
ITC Hotels Ltd 0.03%
SBI Life Insurance Company Ltd 1.11%
Indian Energy Exchange Ltd 0.06%
HDFC Life Insurance Co Ltd 0.73%
Cash Margin 16.97%
Max Healthcare Institute Ltd 0.46%
Sona BLW Precision Forgings Ltd 0.15%
Vijaya Diagnostic Centre Ltd 0.62%
Vedant Fashions Ltd 0.0%
Kaynes Technology India Ltd 0.33%
GOI Sec 7.10 08/04/2034 0.74%
GOI Sec 7.34 22/04/2064 5.38%
GOI Sec 6.92 18/11/2039 0.91%
GOI Sec 7.30 19/06/2053 1.31%
GOI Sec 7.25 12/06/2063 2.04%
GOI Sec 7.18 24/07/2037 1.85%
Sectors
Company Allocation %
Others 20.18%
Construction 3.26%
Automobile 2.99%
Consumer Staples 3.94%
Materials 0.34%
Financial 28.49%
Capital Goods 1.94%
Consumer Discretionary 0.45%
Chemicals 1.64%
Services 0.87%
Sovereign 12.23%
Energy 7.24%
Technology 4.46%
Insurance 1.32%
Metals & Mining 0.86%
Healthcare 4.52%
Communication 5.40%

Risk Associated

Very High
  • Investors be aware that principal under this fund will be at Very High risk.
  • This product is suitable for investors who are seeking capital appreciation over long term

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

    9
  • AUM

    ₹ 9,311 Cr
  • Highest Return

    14.19%
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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Rs.200.0

Fund Size

Rs.756.75 Cr

Fund Manager

Yogesh Patil
Very High Hybrid G
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NAV

13.39

Min Investment

₹200.0

Fund Size

₹756.75 cr

Fund Manager

Yogesh Patil
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UTI Balanced Advantage Reg-G

0 Morning Star

0 Value Research

2.39 %

0 Morning Star

0 Value Research

NAV

12.35

1M Returns

2.39%

1Y Returns

10.21%

3Y Returns

-%

Min. Investment

Rs.500.0

Fund Size

Rs.2874.36 Cr

Fund Manager

Anurag Mittal
Very High Hybrid G
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NAV

12.35

Min Investment

₹500.0

Fund Size

₹2874.36 cr

Fund Manager

Anurag Mittal
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Parag Parikh Dynamic Asset Allocation Reg-G

0 Morning Star

0 Value Research

1.63 %

0 Morning Star

0 Value Research

NAV

11.2

1M Returns

1.63%

1Y Returns

9.98%

3Y Returns

-%

Min. Investment

Rs.1000.0

Fund Size

Rs.1761.42 Cr

Fund Manager

Rajeev Thakkar
Moderate Hybrid G
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NAV

11.2

Min Investment

₹1000.0

Fund Size

₹1761.42 cr

Fund Manager

Rajeev Thakkar
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Aditya Birla SL Balanced Advantage Reg-G

4 Morning Star

3 Value Research

3.0 %

4 Morning Star

3 Value Research

NAV

103.25

1M Returns

3.0%

1Y Returns

10.93%

3Y Returns

12.82%

Min. Investment

Rs.100.0

Fund Size

Rs.7321.44 Cr

Fund Manager

Lovelish Solanki
Very High Hybrid G
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NAV

103.25

Min Investment

₹100.0

Fund Size

₹7321.44 cr

Fund Manager

Lovelish Solanki
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SBI Balanced Advantage Reg-G

4 Morning Star

4 Value Research

2.47 %

4 Morning Star

4 Value Research

NAV

15.03

1M Returns

2.47%

1Y Returns

7.69%

3Y Returns

13.58%

Min. Investment

Rs.250.0

Fund Size

Rs.34015.41 Cr

Fund Manager

Dinesh Ahuja
High Hybrid G
More

NAV

15.03

Min Investment

₹250.0

Fund Size

₹34015.41 cr

Fund Manager

Dinesh Ahuja
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Franklin India Balanced Advantage Reg-G

0 Morning Star

0 Value Research

2.16 %

0 Morning Star

0 Value Research

NAV

14.0

1M Returns

2.16%

1Y Returns

8.35%

3Y Returns

-%

Min. Investment

Rs.500.0

Fund Size

Rs.2502.44 Cr

Fund Manager

Sachin Padwal-Desai
Very High Hybrid G
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NAV

14.0

Min Investment

₹500.0

Fund Size

₹2502.44 cr

Fund Manager

Sachin Padwal-Desai
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Motilal Oswal Balance Advantage Reg-G

1 Morning Star

1 Value Research

1.39 %

1 Morning Star

1 Value Research

NAV

18.17

1M Returns

1.39%

1Y Returns

-8.3%

3Y Returns

6.67%

Min. Investment

Rs.500.0

Fund Size

Rs.917.89 Cr

Fund Manager

Santosh Singh
Moderately High Hybrid G
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NAV

18.17

Min Investment

₹500.0

Fund Size

₹917.89 cr

Fund Manager

Santosh Singh
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Nippon India Balanced Advantage-G

3 Morning Star

3 Value Research

2.35 %

3 Morning Star

3 Value Research

NAV

172.0

1M Returns

2.35%

1Y Returns

8.2%

3Y Returns

12.69%

Min. Investment

Rs.100.0

Fund Size

Rs.8807.55 Cr

Fund Manager

Manish Gunwani
Very High Hybrid G
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NAV

172.0

Min Investment

₹100.0

Fund Size

₹8807.55 cr

Fund Manager

Manish Gunwani
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