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FAQ : Axis Balanced Advantage Fund - Regular Plan - Growth

Axis Balanced Advantage Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) N/A 12.36 9.49 N/A
Average Rolling Returns(%) 10.83 10.76 10.57 N/A

The Current NAV of Axis Balanced Advantage Fund - Regular Plan - Growth is ₹20.95.

You should look for a fund with better more consistent performance track record. However, funds returns unlikely to be different than its benchmark NIFTY 50, as the Funds portfolio is similar to its benchmark.

Axis Balanced Advantage Fund - Regular Plan - Growth fund’s expense ratio is 1.91%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Axis Balanced Advantage Fund - Regular Plan - Growth is currently ₹3,558 Crores.

The Top three stocks are HDFC Bank, Reliance Industries and ICICI Bank and account for 16% of its portfolio. Top 5 and 10 stocks of fund account for 23% and 34% of fund’s portfolio respectively.

Top three sectors of Axis Balanced Advantage Fund - Regular Plan - Growth fund are Others, BFSI and Miscellaneous accounting for 64% of the total portfolio.

Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Hybrid - Balanced Advantage it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of Axis Balanced Advantage Fund - Regular Plan - Growth Fund is Hybrid - Balanced Advantage.

Jayesh Sundar and Devang Shah manage the Axis Balanced Advantage Fund - Regular Plan - Growth Fund.

Axis Balanced Advantage Fund - Regular Plan - Growth current PE ratio is 30.12 and PB ratio is 5.67

The asset allocation of Axis Balanced Advantage Fund - Regular Plan - Growth is Stocks : 44.64%, Debt : 73.40% and Gold : -18.03%

The minimum SIP amount for Axis Balanced Advantage Fund - Regular Plan - Growth is ₹100.00 and minimum lumpsum is ₹100.00

The exit load for Axis Balanced Advantage Fund - Regular Plan - Growth is Nil for 10% of investments and 1% for remaining investments on or before 12 months, Nil after 12 months

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