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Axis Balanced Advantage Fund - Regular Plan - IDCW

Axis · Balanced Advantage
Moderate
₹12.46
Current NAV
26 Oct 2026
-10.6%
1Y Return
1.7%
3Y CAGR
-0.6%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.75).
  • Generates significant excess returns relative to benchmark index (Alpha: 5.75).
  • Well-diversified portfolio aligned with the Balanced Advantage mandate.
Cons / Risks
  • Higher expense ratio (2.35%) which can affect compounding over long horizons.
  • 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
1.75
Sharpe Ratio
0.75
Beta
5.75
Alpha
2.01
Sortino
Fund Details
Fund House Axis
Category Balanced Advantage
AUM ₹4300 Cr
Expense Ratio 2.35%
Min SIP ₹500
Min Lumpsum ₹1000
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