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Axis Balanced Advantage Fund - Direct Plan - Growth

Axis · Balanced Advantage
Moderate
₹23.41
Current NAV
26 Oct 2026
-2.6%
1Y Return
11.2%
3Y CAGR
8.6%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.32%.
  • Very large asset base (AUM: ₹17,570 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Balanced Advantage mandate.
Cons / Risks
  • Returns are subject to standard market fluctuations and interest rate risks.
  • No indexation benefits under current tax laws for short holding periods.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
1.02
Sharpe Ratio
1.52
Beta
0.52
Alpha
1.35
Sortino
Fund Details
Fund House Axis
Category Balanced Advantage
AUM ₹17570 Cr
Expense Ratio 0.32%
Min SIP ₹500
Min Lumpsum ₹1000
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