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Axis Balanced Advantage Fund - Regular Plan - Growth

Axis · Balanced Advantage
Moderate
₹21.37
Current NAV
25 Jun 2026
8.0%
1Y Return
11.5%
3Y CAGR
8.5%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.70).
  • Generates significant excess returns relative to benchmark index (Alpha: 4.20).
  • Very large asset base (AUM: ₹22,750 Cr) indicating high investor trust and liquidity.
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
1.70
Sharpe Ratio
0.40
Beta
4.20
Alpha
1.87
Sortino
Fund Details
Fund House Axis
Category Balanced Advantage
AUM ₹22750 Cr
Expense Ratio 1.20%
Min SIP ₹500
Min Lumpsum ₹1000
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