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Axis Balanced Advantage Fund - Direct Plan - IDCW

Axis · Balanced Advantage
Moderate
₹13.65
Current NAV
26 Oct 2026
-9.5%
1Y Return
2.9%
3Y CAGR
0.1%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.6%.
  • Generates significant excess returns relative to benchmark index (Alpha: 3.20).
  • Very large asset base (AUM: ₹10,750 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
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
0.70
Sharpe Ratio
0.60
Beta
3.20
Alpha
0.91
Sortino
Fund Details
Fund House Axis
Category Balanced Advantage
AUM ₹10750 Cr
Expense Ratio 0.60%
Min SIP ₹500
Min Lumpsum ₹1000
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