Investment Objective
To achieve the dual objective of capital appreciation by investing in a portfolio of equity or equity linked securities and generating income through investments in debt and money market instruments. It also aims to manage risk through active asset allocation. However there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns. .
Category
- Hybrid - Balanced Advantage
Benchmark
- NIFTY 50 Hybrid Composite Debt 50:50 Index
Returns
Absolute
1M
0.98%
3M
7.26%
6M
4.85%
Annualised
1Y
0.84%
3Y
9.75%
5Y
7.38%
Historical NAV
NAV for scheme Axis Balanced Advantage Fund - Regular Plan - Growth
is
Growth of
10,000
An investment of 10000 for
in this scheme would have grown to Rs.
Risk of the fund
AUM
2439.51 Cr
Axis Balanced Advantage Fund Regular Plan Growth AUM is 75% lower than other schemes in the category
Load
Entry Load -
NIL
Exit Load -
Nil for 10% of investments and 1% for remaining investments on or before 12M Nil after 12M
Lock In Period -
NIL
Expense Ratio
2.07%
Turnover Ratio
NA
