
Axis Balanced Advantage Fund-Reg(G)
HybridHybrid - Balanced AdvantageVery High
₹21.1227 Apr 2026
Minimum For SIP₹100
Fund Size₹3557.6 Cr
Expense Ratio1.9%
Chart
PlanNormal
Returns (6 months)-1.767%
Expense ratio1.9%
Min Investment100
AUM3,557.6 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 | 4.14% | -0.33% | -1.77% | 3.38% | 13.66% | 10.77% | 8.93% |
NA | NA | NA | NA | NA | NA | NA | NA |
Holdings
Name |
|---|
Instrument | Share % |
|---|---|
Cash & Cash Equivalents and Net Assets | 14.47% |
Domestic Equities | 6.08% |
Domestic Equities | 5.24% |
Domestic Equities | 4.77% |
Domestic Equities | 3.72% |
Domestic Equities | 3.32% |
Domestic Equities | 2.60% |
Domestic Equities | 2.54% |
Domestic Equities | 2.31% |
Government Securities | 2.17% |
Domestic Equities | 1.79% |
Domestic Equities | 1.74% |
Domestic Equities | 1.54% |
Corporate Debt | 1.41% |
Government Securities | 1.38% |
Cash & Cash Equivalents and Net Assets | 1.33% |
Domestic Equities | 1.29% |
Domestic Equities | 1.28% |
Corporate Debt | 1.28% |
Corporate Debt | 1.26% |
Corporate Debt | 1.19% |
Government Securities | 1.11% |
Treasury Bills | 0.97% |
Domestic Equities | 0.95% |
Domestic Equities | 0.94% |
Domestic Equities | 0.91% |
REITs & InvITs | 0.87% |
Domestic Equities | 0.87% |
Domestic Equities | 0.85% |
Corporate Debt | 0.84% |
Corporate Debt | 0.84% |
Corporate Debt | 0.83% |
Domestic Equities | 0.83% |
Domestic Equities | 0.80% |
Domestic Equities | 0.77% |
Domestic Equities | 0.77% |
Domestic Equities | 0.77% |
Corporate Debt | 0.72% |
Domestic Equities | 0.72% |
Corporate Debt | 0.72% |
Corporate Debt | 0.71% |
Domestic Equities | 0.71% |
Corporate Debt | 0.71% |
Corporate Debt | 0.71% |
Corporate Debt | 0.70% |
Corporate Debt | 0.70% |
Corporate Debt | 0.70% |
Corporate Debt | 0.70% |
Government Securities | 0.70% |
Corporate Debt | 0.70% |
Domestic Equities | 0.69% |
Domestic Equities | 0.69% |
Domestic Equities | 0.65% |
Corporate Debt | 0.60% |
Domestic Equities | 0.59% |
Domestic Equities | 0.58% |
Corporate Debt | 0.58% |
Government Securities | 0.57% |
Domestic Equities | 0.57% |
Government Securities | 0.56% |
Treasury Bills | 0.56% |
Treasury Bills | 0.56% |
Domestic Equities | 0.55% |
Domestic Equities | 0.54% |
Domestic Equities | 0.53% |
Domestic Equities | 0.50% |
Domestic Equities | 0.49% |
Domestic Equities | 0.48% |
Domestic Equities | 0.48% |
Domestic Equities | 0.47% |
Domestic Equities | 0.46% |
Domestic Equities | 0.46% |
Domestic Equities | 0.46% |
Domestic Equities | 0.44% |
Government Securities | 0.42% |
Corporate Debt | 0.42% |
Corporate Debt | 0.42% |
Corporate Debt | 0.42% |
Domestic Equities | 0.38% |
Domestic Equities | 0.37% |
Domestic Equities | 0.36% |
Domestic Equities | 0.35% |
Domestic Equities | 0.35% |
Domestic Equities | 0.35% |
Domestic Equities | 0.34% |
REITs & InvITs | 0.33% |
Domestic Equities | 0.33% |
Domestic Equities | 0.31% |
Corporate Debt | 0.28% |
Corporate Debt | 0.28% |
Domestic Equities | 0.28% |
Corporate Debt | 0.28% |
Treasury Bills | 0.28% |
Domestic Equities | 0.27% |
Domestic Equities | 0.26% |
Domestic Equities | 0.26% |
Domestic Equities | 0.25% |
Domestic Equities | 0.25% |
Domestic Equities | 0.24% |
Domestic Equities | 0.22% |
Domestic Equities | 0.22% |
Domestic Equities | 0.19% |
Domestic Equities | 0.18% |
Domestic Equities | 0.17% |
Domestic Equities | 0.17% |
Domestic Equities | 0.17% |
Domestic Equities | 0.17% |
Domestic Equities | 0.16% |
Domestic Equities | 0.16% |
Domestic Equities | 0.16% |
Domestic Equities | 0.14% |
Government Securities | 0.14% |
Corporate Debt | 0.14% |
Corporate Debt | 0.14% |
Corporate Debt | 0.14% |
Corporate Debt | 0.14% |
Corporate Debt | 0.14% |
Corporate Debt | 0.14% |
Corporate Debt | 0.14% |
Corporate Debt | 0.14% |
Domestic Equities | 0.14% |
Domestic Equities | 0.12% |
Domestic Equities | 0.12% |
Domestic Equities | 0.11% |
Domestic Equities | 0.11% |
Domestic Equities | 0.10% |
Domestic Equities | 0.09% |
Domestic Equities | 0.09% |
Domestic Equities | 0.09% |
Domestic Equities | 0.08% |
Domestic Equities | 0.07% |
Domestic Equities | 0.06% |
Domestic Equities | 0.06% |
Government Securities | 0.06% |
Corporate Debt | 0.06% |
Domestic Equities | 0.05% |
Domestic Equities | 0.05% |
Domestic Equities | 0.05% |
Domestic Equities | 0.04% |
Domestic Equities | 0.03% |
Domestic Equities | 0.03% |
Government Securities | 0.03% |
Government Securities | 0.03% |
Corporate Debt | 0.03% |
Domestic Equities | 0.03% |
Domestic Equities | 0.02% |
Government Securities | 0.02% |
Government Securities | 0.01% |
Corporate Debt | 0.01% |
Derivatives-Call Options | 0.01% |
Domestic Equities | 0.01% |
Derivatives-Call Options | 0.01% |
Domestic Equities | 0.01% |
Domestic Equities | 0.01% |
Derivatives-Call Options | 0.01% |
Derivatives-Call Options | 0.01% |
Domestic Equities | 0.01% |
Domestic Equities | 0.00% |
Domestic Equities | 0.00% |
Derivatives-Call Options | 0.00% |
Preference Shares | 0.00% |
Domestic Equities | 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 | -0.01% |
Derivatives-Futures | -0.01% |
Derivatives-Futures | -0.01% |
Derivatives-Futures | -0.01% |
Derivatives-Futures | -0.01% |
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 | -0.05% |
Derivatives-Futures | -0.05% |
Derivatives-Futures | -0.06% |
Derivatives-Futures | -0.08% |
Derivatives-Futures | -0.08% |
Derivatives-Futures | -0.08% |
Derivatives-Futures | -0.09% |
Derivatives-Futures | -0.09% |
Derivatives-Futures | -0.09% |
Derivatives-Futures | -0.10% |
Derivatives-Futures | -0.11% |
Derivatives-Futures | -0.11% |
Derivatives-Futures | -0.12% |
Derivatives-Futures | -0.12% |
Derivatives-Futures | -0.14% |
Derivatives-Futures | -0.14% |
Derivatives-Futures | -0.15% |
Derivatives-Futures | -0.16% |
Derivatives-Futures | -0.16% |
Derivatives-Futures | -0.19% |
Derivatives-Futures | -0.22% |
Derivatives-Futures | -0.22% |
Derivatives-Futures | -0.23% |
Derivatives-Futures | -0.27% |
Derivatives-Futures | -0.28% |
Derivatives-Futures | -0.38% |
Derivatives-Futures | -0.40% |
Derivatives-Futures | -0.48% |
Derivatives-Futures | -0.48% |
Derivatives-Futures | -0.54% |
Derivatives-Futures | -0.61% |
Derivatives-Futures | -0.76% |
Derivatives-Futures | -0.84% |
Derivatives-Futures | -0.88% |
Derivatives-Futures | -1.06% |
Derivatives-Futures | -2.07% |
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