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Axis Balanced Advantage Fund Direct dividend payout
Hybrid • Dynamic • Direct dividend payout
Average credit rating
AA
CAGR
₹1,000 invested for 5 years
Fund Info
Hybrid
Dynamic
Direct dividend payout
Launched On
01 Aug 2017
8.5 years ago
Lock-in Period
No lock-in
NAV
as of 11 Feb 2026
₹15.26
+0.197% (0.10)
AUM
₹3,773 Cr
Expense ratio
0.73%
Benchmark
Fund Plan
Annually
Tax info and exit load
Taxes
Units held less than 3Y
As per tax slab
Units held more than 3Y
20%
Exit Load
If units sold before 12M
1%
If units sold after 12M
0%
Distribution
Asset split
Market capital
Equity57.53%
Debt24.92%
Cash17.55%
What's in this fund?
Credit Rating
Sectors
Holdings
Financial Services
Technology
Consumer Cyclical
Energy
Industrials
Fund House
Axis
Inc: 09 Oct 2009 • Total AUM: ₹3,15,592 Cr • Rank #7Axis Mutual Fund, started in 2009, has Axis Bank Limited as its sponsor. The fund house is headed by Gop Kumar Bhaskaran as the CEO. As of 31 March 2024, it has an AUM of ₹ 2,74,000 Cr. It functions under the holding company Schroder Singapore Holdings Private Limited. The fund house has more than 1.26 Crore active investor accounts and a presence in over 100 cities.
Fund Managers
Hardik Shah
Experience: 4.02 yrs • Total AUM: 5,23,926 Cr
Devang Shah
Experience: 13.26 yrs • Total AUM: 18,56,395 Cr
Jayesh Sundar
Experience: 2.36 yrs • Total AUM: 2,54,649 Cr
Risk
Category risk
Moderately high
As provided by the fund house document, this risk is specific to this fund category (Hybrid). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.