
Axis Balanced Advantage Fund-Reg(G)
HybridHybrid - Balanced AdvantageVery High
₹21.2511 Sept 2026
Minimum For SIP₹100
Fund Size₹3835.99 Cr
Expense Ratio2.12%
Chart
PlanNormal
Returns (6 months)2.016%
Expense ratio2.12%
Min Investment100
AUM3,835.99 Cr
Inception date1 Aug 2017
Return Calculator
₹500₹1,00,00,000
%
1%30%
1YR40YR
Investment Amount₹0
Estimated Returns₹0
Total Amount₹0
Benchmark Returns
BENCHMARK: NIFTY 50 Hybrid Composite Debt 50:50 Index
Annualised returns
NAME |
|---|
Fund Returns |
Benchmark Returns |
1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | INCEPTION |
|---|---|---|---|---|---|---|---|
NA | -2.34% | 2.36% | 2.02% | 1.34% | 9.91% | 8.20% | 8.62% |
NA | NA | NA | NA | NA | NA | NA | NA |
Holdings
Name |
|---|
Instrument | Share % |
|---|---|
Cash & Cash Equivalents and Net Assets | 13.41% |
Domestic Equities | 6.08% |
Domestic Equities | 5.38% |
Domestic Equities | 4.54% |
Domestic Equities | 3.53% |
Domestic Equities | 2.39% |
Domestic Equities | 2.34% |
Domestic Equities | 2.32% |
Domestic Equities | 2.29% |
Domestic Equities | 2.29% |
Domestic Equities | 1.90% |
Domestic Equities | 1.82% |
Government Securities | 1.75% |
Floating Rate Instruments | 1.69% |
Domestic Equities | 1.51% |
Domestic Equities | 1.50% |
Domestic Equities | 1.48% |
Corporate Debt | 1.30% |
Corporate Debt | 1.29% |
Domestic Equities | 1.23% |
Cash & Cash Equivalents and Net Assets | 1.12% |
Corporate Debt | 1.06% |
Domestic Equities | 0.99% |
Domestic Equities | 0.98% |
REITs & InvITs | 0.92% |
Domestic Equities | 0.90% |
Domestic Equities | 0.89% |
Domestic Equities | 0.89% |
REITs & InvITs | 0.87% |
Domestic Equities | 0.87% |
Domestic Equities | 0.83% |
Domestic Equities | 0.80% |
Domestic Equities | 0.78% |
Treasury Bills | 0.78% |
Corporate Debt | 0.77% |
Domestic Equities | 0.73% |
Domestic Equities | 0.69% |
Domestic Equities | 0.68% |
Domestic Equities | 0.68% |
Domestic Equities | 0.68% |
Corporate Debt | 0.67% |
Corporate Debt | 0.66% |
Corporate Debt | 0.66% |
Domestic Equities | 0.66% |
Domestic Equities | 0.65% |
Government Securities | 0.65% |
Corporate Debt | 0.65% |
Corporate Debt | 0.65% |
Corporate Debt | 0.65% |
Domestic Equities | 0.64% |
Domestic Equities | 0.64% |
Corporate Debt | 0.64% |
Domestic Equities | 0.61% |
Certificate of Deposit | 0.61% |
Domestic Equities | 0.58% |
Domestic Equities | 0.58% |
Domestic Equities | 0.58% |
Domestic Equities | 0.57% |
Corporate Debt | 0.56% |
Domestic Equities | 0.56% |
Corporate Debt | 0.56% |
Domestic Equities | 0.55% |
Domestic Equities | 0.55% |
Domestic Equities | 0.54% |
Domestic Equities | 0.54% |
Government Securities | 0.53% |
Corporate Debt | 0.52% |
Treasury Bills | 0.52% |
Treasury Bills | 0.52% |
Domestic Equities | 0.51% |
Corporate Debt | 0.51% |
Domestic Equities | 0.51% |
Domestic Equities | 0.41% |
Domestic Equities | 0.41% |
Domestic Equities | 0.39% |
Government Securities | 0.39% |
Corporate Debt | 0.39% |
Corporate Debt | 0.39% |
Corporate Debt | 0.39% |
Domestic Equities | 0.39% |
Corporate Debt | 0.39% |
Domestic Equities | 0.38% |
Domestic Equities | 0.38% |
Domestic Equities | 0.37% |
Domestic Equities | 0.37% |
Domestic Equities | 0.36% |
Domestic Equities | 0.35% |
Domestic Equities | 0.35% |
Domestic Equities | 0.34% |
Domestic Equities | 0.34% |
Domestic Equities | 0.34% |
Domestic Equities | 0.34% |
Domestic Equities | 0.34% |
Domestic Equities | 0.33% |
Domestic Equities | 0.32% |
Domestic Equities | 0.32% |
Domestic Equities | 0.32% |
Domestic Equities | 0.30% |
REITs & InvITs | 0.30% |
Domestic Equities | 0.29% |
Domestic Equities | 0.28% |
Government Securities | 0.26% |
Corporate Debt | 0.26% |
Corporate Debt | 0.26% |
Corporate Debt | 0.26% |
Domestic Equities | 0.24% |
Domestic Equities | 0.24% |
Domestic Equities | 0.22% |
Domestic Equities | 0.21% |
Domestic Equities | 0.21% |
Domestic Equities | 0.21% |
Domestic Equities | 0.21% |
Domestic Equities | 0.21% |
Domestic Equities | 0.20% |
Domestic Equities | 0.20% |
Domestic Equities | 0.19% |
Corporate Debt | 0.18% |
Domestic Equities | 0.18% |
Domestic Equities | 0.17% |
Domestic Equities | 0.16% |
Domestic Equities | 0.16% |
Domestic Equities | 0.15% |
Domestic Equities | 0.14% |
Domestic Equities | 0.14% |
Government Securities | 0.13% |
Corporate Debt | 0.13% |
Corporate Debt | 0.13% |
Corporate Debt | 0.13% |
Government Securities | 0.13% |
Corporate Debt | 0.13% |
Domestic Equities | 0.12% |
Domestic Equities | 0.12% |
Domestic Equities | 0.12% |
Domestic Equities | 0.11% |
Domestic Equities | 0.10% |
Domestic Equities | 0.10% |
Domestic Equities | 0.08% |
Domestic Equities | 0.07% |
Domestic Equities | 0.06% |
Corporate Debt | 0.05% |
Corporate Debt | 0.05% |
Domestic Equities | 0.04% |
Domestic Equities | 0.04% |
Domestic Equities | 0.03% |
Government Securities | 0.03% |
Government Securities | 0.03% |
Government Securities | 0.03% |
Domestic Equities | 0.03% |
Corporate Debt | 0.03% |
Domestic Equities | 0.02% |
Domestic Equities | 0.02% |
Domestic Equities | 0.02% |
Government Securities | 0.01% |
Government Securities | 0.01% |
Corporate Debt | 0.01% |
Domestic Equities | 0.01% |
Domestic Equities | 0.00% |
Domestic Equities | 0.00% |
Preference Shares | 0.00% |
Domestic Equities | 0.00% |
Derivatives-Options (Others) | 0.00% |
Domestic Equities | 0.00% |
Domestic Equities | 0.00% |
Domestic Equities | 0.00% |
Derivatives-Futures | -0.00% |
Derivatives-Futures | -0.00% |
Derivatives-Futures | -0.00% |
Derivatives-Futures | -0.00% |
Derivatives-Futures | -0.00% |
Derivatives-Futures | -0.01% |
Derivatives-Futures | -0.02% |
Derivatives-Futures | -0.02% |
Derivatives-Futures | -0.02% |
Derivatives-Futures | -0.02% |
Derivatives-Futures | -0.03% |
Derivatives-Futures | -0.03% |
Derivatives-Futures | -0.03% |
Derivatives-Futures | -0.04% |
Derivatives-Futures | -0.04% |
Derivatives-Futures | -0.05% |
Derivatives-Futures | -0.06% |
Derivatives-Futures | -0.06% |
Derivatives-Futures | -0.07% |
Derivatives-Futures | -0.08% |
Derivatives-Futures | -0.10% |
Derivatives-Futures | -0.10% |
Derivatives-Futures | -0.10% |
Derivatives-Futures | -0.11% |
Derivatives-Futures | -0.12% |
Derivatives-Futures | -0.13% |
Derivatives-Futures | -0.13% |
Derivatives-Futures | -0.13% |
Derivatives-Futures | -0.14% |
Derivatives-Futures | -0.15% |
Derivatives-Futures | -0.17% |
Derivatives-Futures | -0.22% |
Derivatives-Futures | -0.23% |
Derivatives-Futures | -0.23% |
Derivatives-Futures | -0.24% |
Derivatives-Futures | -0.26% |
Derivatives-Futures | -0.34% |
Derivatives-Futures | -0.36% |
Derivatives-Futures | -0.37% |
Derivatives-Futures | -0.38% |
Derivatives-Futures | -0.39% |
Derivatives-Futures | -0.43% |
Derivatives-Futures | -0.44% |
Derivatives-Futures | -0.46% |
Derivatives-Futures | -0.57% |
Derivatives-Futures | -0.59% |
Derivatives-Futures | -0.60% |
Derivatives-Futures | -0.61% |
Derivatives-Futures | -0.75% |
Derivatives-Futures | -0.79% |
Derivatives-Futures | -0.95% |
Derivatives-Futures | -1.63% |
Risk Meter
Your investment is at
Very High Risk
Low
Moderately Low
Moderate
High
Very High Risk
Fund Managers
JS
Jayesh SundarDS
Devang ShahHS
Hardik ShahLock in Period
Nil
Investment cannot be redeemed before this period completes.
Exit Load
Nil for 10% of investments and 1% for remaining investments on or before 12M, Nil after 12M