CASPeR Ranking #68
Axis Balanced Advantage Fund Regular Growth
NAV (Fri Dec 20 2024)
₹20
Returns (Since Inception)
12.71%
Category Average
12.63%
Rating
3
Allocation and Holdings
Asset class
Weightage
Unknown
9.84%
Financial Services
12.35%
Energy
5.09%
Technology
4.12%
Consumer Cyclical
3.29%
Communication Services
2.53%
Healthcare
2.24%
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4.5Overall rating
Scheme Information
Fund name
Axis Balanced Advantage Fund Regular Growth
Minimum SIP
100
Risk Level
Moderately High risk
AUM
₹2547.26 Cr
ISIN
INF846K01A52
Inception Date
Aug 01 2017
Standard Deviation
7.801
Beta
-
Sharpe Ratio
0.8
Benchmark
IISL Nifty 50 TR INR
Expense Ratio
1.990%
Exit Load
If redeemed / switched out within 12 months from the date of allotment For 10% of investments NIL For remaining investments 1% If redeemed / switched out after 12 months from the date of allotment NIL.
Risk
Moderately High risk
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.
Fund Managers
R Sivakumar
Anupam Tiwari
Hardik Shah
About the AMC
Axis Asset Management Company Limited
Phone Number
+91 22 43255161Email Address
customerservice@axismf.comCorporate Office Address
Axis Asset Management Company Ltd.,Axis House, 1st Floor, C-2, Wadia International Centre,,Pandurang Budhkar Marg, Worli,Overall AUM
₹2547.26 Cr
Website
www.axismf.com
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