Axis Balanced Advantage Fund Regular Growth

Fund Overview

Fund Size

₹2,322 Cr

Expense Ratio

2.03%

ISIN

INF846K01A52

Minimum SIP

₹100

Exit Load

1.00%

Inception Date

01 Aug 2017

About this fund

Axis Balanced Advantage Fund Regular Growth is a Dynamic Asset Allocation mutual fund schemes offered by Axis Mutual Fund. This fund has been in existence for 6 years, 11 months and 25 days, having been launched on 01-Aug-17.
As of 25-Jul-24, it has a Net Asset Value (NAV) of ₹19.79, Assets Under Management (AUM) of 2322.48 Crores, and an expense ratio of 2.03%.

Axis Balanced Advantage Fund Regular Growth has given a CAGR return of 10.27% since inception.
The fund's asset allocation comprises around 65.32% in equities, 22.54% in debts, and 12.13% in cash & cash equivalents.
You can start investing in Axis Balanced Advantage Fund Regular Growth with a SIP of ₹100 or a Lumpsum investment of ₹100.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

+27.02%

+23.53% (Cat Avg.)

3 Years

+13.21%

+12.79% (Cat Avg.)

5 Years

+12.77%

+13.60% (Cat Avg.)

Since Inception

+10.27%

— (Cat Avg.)

Portfolio Summaryas of 30th June 2024

Equity	₹1,517.16 Cr	65.32%
Debt	₹523.5 Cr	22.54%
Others	₹281.82 Cr	12.13%

Top Holdings

All Holdings

Equity

Debt & Others

Name	Type	Amount	Holdings
7.25% Govt Stock 2063	Bond - Gov't/Treasury	₹183.55 Cr	7.90%
HDFC Bank Ltd	Equity	₹140.55 Cr	6.05%
Net Receivables / (Payables)	Cash	₹131.67 Cr	5.67%
ICICI Bank Ltd	Equity	₹124.74 Cr	5.37%
Reliance Industries Ltd	Equity	₹121.02 Cr	5.21%
Clearing Corporation Of India Ltd	Cash - Repurchase Agreement	₹100.33 Cr	4.32%
Infosys Ltd	Equity	₹88.1 Cr	3.79%
7.3% Govt Stock 2053	Bond - Gov't/Treasury	₹72.08 Cr	3.10%
Mahindra & Mahindra Ltd	Equity	₹62.74 Cr	2.70%
Bajaj Finance Ltd	Equity	₹57.6 Cr	2.48%
State Bank of India	Equity	₹55.29 Cr	2.38%
Sun Pharmaceuticals Industries Ltd	Equity	₹53.25 Cr	2.29%
Bharti Airtel Ltd	Equity	₹52.27 Cr	2.25%
NTPC Ltd	Equity	₹47.82 Cr	2.06%
Dabur India Ltd	Equity	₹40.84 Cr	1.76%
Pidilite Industries Ltd	Equity	₹36.86 Cr	1.59%
Larsen & Toubro Ltd	Equity	₹35.85 Cr	1.54%
Hdfc Bank Limited July 2024 Future	Equity - Future	₹-34.39 Cr	1.48%
SBI Life Insurance Company Limited	Equity	₹26.77 Cr	1.15%
Bharat Highways InvIT Unit	Equity	₹26.29 Cr	1.13%
Bajaj Finance Ltd. 7.87%	Bond - Corporate Bond	₹24.96 Cr	1.07%
360 One Prime Limited	Bond - Corporate Bond	₹24.92 Cr	1.07%
Shriram Finance Ltd. 8.75%	Bond - Corporate Bond	₹24.92 Cr	1.07%
Bajaj Auto Ltd	Equity	₹24.61 Cr	1.06%
Tata Consultancy Services Ltd	Equity	₹21.39 Cr	0.92%
ICICI Prudential Life Insurance Company Limited	Equity	₹20.99 Cr	0.90%
Titagarh Rail Systems Ltd	Equity	₹20.64 Cr	0.89%
Coal India Ltd	Equity	₹20.55 Cr	0.88%
Cummins India Ltd	Equity	₹20.51 Cr	0.88%
Mahanagar Telephone Nigam Limited	Bond - Corporate Bond	₹20.31 Cr	0.87%
HDFC Bank Limited	Bond - Corporate Bond	₹20.11 Cr	0.87%
Cholamandalam Investment And Fin. Co. Ltd	Bond - Corporate Bond	₹19.8 Cr	0.85%
Hindustan Aeronautics Ltd Ordinary Shares	Equity	₹19.74 Cr	0.85%
Grasim Industries Ltd	Equity	₹19.6 Cr	0.84%
Kotak Mahindra Bank Ltd	Equity	₹19.11 Cr	0.82%
Vijaya Diagnostic Centre Ltd	Equity	₹18.7 Cr	0.81%
Mankind Pharma Ltd	Equity	₹17.91 Cr	0.77%
Cholamandalam Investment and Finance Co Ltd	Equity	₹17.8 Cr	0.77%
Indian Bank	Equity	₹17.72 Cr	0.76%
PI Industries Ltd	Equity	₹17.63 Cr	0.76%
Tata Consumer Products Ltd	Equity	₹17.28 Cr	0.74%
Hindalco Industries Ltd	Equity	₹17.08 Cr	0.74%
Mphasis Ltd	Equity	₹16.92 Cr	0.73%
TBO Tek Ltd	Equity	₹16.55 Cr	0.71%
Kaynes Technology India Ltd	Equity	₹16.36 Cr	0.70%
7.18% Govt Stock 2033	Bond - Gov't/Treasury	₹15.13 Cr	0.65%
Future on Hindustan Aeronautics Ltd Ordinary Shares	Equity - Future	₹-15.11 Cr	0.65%
HDFC Bank Limited	Bond - Corporate Bond	₹15.04 Cr	0.65%
Poonawalla Fincorp Limited	Bond - Corporate Bond	₹14.99 Cr	0.65%
191 DTB 19072024	Bond - Gov't/Treasury	₹14.95 Cr	0.64%
Indostar Capital Finance Limited	Cash - Commercial Paper	₹14.89 Cr	0.64%
Jyoti CNC Automation Ltd	Equity	₹14.89 Cr	0.64%
Hindustan Unilever Ltd	Equity	₹14.84 Cr	0.64%
The Federal Bank Ltd	Equity	₹14.46 Cr	0.62%
Coforge Ltd	Equity	₹14.22 Cr	0.61%
PNB Housing Finance Ltd	Equity	₹13.84 Cr	0.60%
Brigade Enterprises Ltd	Equity	₹13.8 Cr	0.59%
Cipla Ltd	Equity	₹13.77 Cr	0.59%
DOMS Industries Ltd	Equity	₹13.67 Cr	0.59%
UNO Minda Ltd	Equity	₹13.3 Cr	0.57%
Sona BLW Precision Forgings Ltd	Equity	₹12.95 Cr	0.56%
United Spirits Ltd	Equity	₹12 Cr	0.52%
The India Cements Limited July 2024 Future	Equity - Future	₹-11.98 Cr	0.52%
India Cements Ltd	Equity	₹11.92 Cr	0.51%
Oil & Natural Gas Corp Ltd	Equity	₹11.38 Cr	0.49%
Future on State Bank of India	Equity - Future	₹-11.28 Cr	0.49%
Max Healthcare Institute Ltd Ordinary Shares	Equity	₹11.19 Cr	0.48%
TVS Motor Co Ltd	Equity	₹11.12 Cr	0.48%
Bharat Dynamics Ltd Ordinary Shares	Equity	₹10.97 Cr	0.47%
Bharat Electronics Ltd	Equity	₹10.4 Cr	0.45%
Go Digit General Insurance Ltd	Equity	₹10.24 Cr	0.44%
Indian Railway Finance Corporation Limited	Bond - Corporate Bond	₹10.02 Cr	0.43%
Renserv Global Pvt Ltd. 10.18%	Bond - Corporate Bond	₹9.99 Cr	0.43%
Dlf Home Developers Limited 8.5%	Bond - Corporate Bond	₹9.99 Cr	0.43%
TVS Holdings Limited	Bond - Corporate Bond	₹9.97 Cr	0.43%
Indostar Capital Finance Limited	Bond - Corporate Bond	₹9.96 Cr	0.43%
Muthoot Finance Limited	Bond - Corporate Bond	₹9.93 Cr	0.43%
UltraTech Cement Ltd	Equity	₹9.73 Cr	0.42%
HDFC Bank Limited	Bond - Corporate Bond	₹9.46 Cr	0.41%
Bharti Telecom Limited	Bond - Corporate Bond	₹8.1 Cr	0.35%
KFin Technologies Ltd	Equity	₹7.73 Cr	0.33%
VAJRA 003 TRUST	Bond - Asset Backed	₹6.51 Cr	0.28%
Vedanta Limited July 2024 Future	Equity - Future	₹-6.42 Cr	0.28%
Vedanta Ltd	Equity	₹6.37 Cr	0.27%
Future on Steel Authority Of India Ltd	Equity - Future	₹-6.29 Cr	0.27%
Steel Authority Of India Ltd	Equity	₹6.24 Cr	0.27%
GPT Healthcare Ltd	Equity	₹5.93 Cr	0.26%
Future on RBL Bank Ltd	Equity - Future	₹-5.53 Cr	0.24%
RBL Bank Ltd	Equity	₹5.52 Cr	0.24%
Future on Bharat Heavy Electricals Ltd	Equity - Future	₹-5.08 Cr	0.22%
Bharat Heavy Electricals Ltd	Equity	₹5.05 Cr	0.22%
Tata Steel Limited	Bond - Corporate Bond	₹5.02 Cr	0.22%
Aadhar Housing Finance Limited	Bond - Corporate Bond	₹5.01 Cr	0.22%
182 DTB 11072024	Bond - Gov't/Treasury	₹4.99 Cr	0.21%
Future on GAIL (India) Ltd	Equity - Future	₹-4.35 Cr	0.19%
GAIL (India) Ltd	Equity	₹4.32 Cr	0.19%
Jubilant Foodworks Ltd	Equity	₹3.72 Cr	0.16%
Acc Limited July 2024 Future	Equity - Future	₹-2.93 Cr	0.13%
Future on Bharat Petroleum Corp Ltd	Equity - Future	₹-2.91 Cr	0.13%
ACC Ltd	Equity	₹2.91 Cr	0.13%
Bharat Petroleum Corp Ltd	Equity	₹2.9 Cr	0.12%
Future on Bajaj Finance Ltd	Equity - Future	₹-2.78 Cr	0.12%
Honasa Consumer Ltd	Equity	₹2.71 Cr	0.12%
Ess KAy Auto Finance Private Limited	Bond - Corporate Bond	₹2.5 Cr	0.11%
Tata Technologies Ltd	Equity	₹2.12 Cr	0.09%
Power Finance Corporation Limited	Bond - Corporate Bond	₹1.98 Cr	0.09%
06.24 MH Sdl 2026	Bond - Gov't/Treasury	₹1.96 Cr	0.08%
Future on Bank of Baroda	Equity - Future	₹-1.3 Cr	0.06%
Bank of Baroda	Equity	₹1.29 Cr	0.06%
08.51 MH Sdl 2026	Bond - Gov't/Treasury	₹1.28 Cr	0.05%
Future on IndusInd Bank Ltd	Equity - Future	₹-1.1 Cr	0.05%
IndusInd Bank Ltd	Equity	₹1.1 Cr	0.05%
Nestle India Ltd	Equity	₹1.01 Cr	0.04%
Tamil Nadu (Government of) 7.42%	Bond - Sub-sovereign Government Debt	₹1.01 Cr	0.04%
Future on TVS Motor Co Ltd	Equity - Future	₹-0.58 Cr	0.03%
Ambuja Cements Ltd	Equity	₹0.45 Cr	0.02%
Future on Indian Energy Exchange Ltd	Equity - Future	₹-0.41 Cr	0.02%
Indian Energy Exchange Ltd	Equity	₹0.41 Cr	0.02%
Future on IDFC Ltd	Equity - Future	₹-0.31 Cr	0.01%
IDFC Ltd	Equity	₹0.31 Cr	0.01%
Future on Kotak Mahindra Bank Ltd	Equity - Future	₹-0.29 Cr	0.01%
BSE Ltd	Equity	₹0.26 Cr	0.01%
Future on Bajaj Finserv Ltd	Equity - Future	₹-0.24 Cr	0.01%
Bajaj Finserv Ltd	Equity	₹0.24 Cr	0.01%
Future on Chambal Fertilisers & Chemicals Ltd	Equity - Future	₹-0.19 Cr	0.01%
Chambal Fertilisers & Chemicals Ltd	Equity	₹0.19 Cr	0.01%
Future on United Spirits Ltd	Equity - Future	₹-0.18 Cr	0.01%
Future on City Union Bank Ltd	Equity - Future	₹-0.17 Cr	0.01%
City Union Bank Ltd	Equity	₹0.17 Cr	0.01%
Torrent Pharmaceuticals Ltd	Equity	₹0.14 Cr	0.01%
Future on Info Edge (India) Ltd	Equity - Future	₹-0.1 Cr	0.00%
Info Edge (India) Ltd	Equity	₹0.1 Cr	0.00%
Cholamandalam Investment And Finance Company Ltd 1400 Put July 2024 Option	Equity - Option (Put)	₹0.1 Cr	0.00%
Future on Balkrishna Industries Ltd	Equity - Future	₹-0.1 Cr	0.00%
Balkrishna Industries Ltd	Equity	₹0.1 Cr	0.00%
Future on Glenmark Pharmaceuticals Ltd	Equity - Future	₹-0.09 Cr	0.00%
Glenmark Pharmaceuticals Ltd	Equity	₹0.09 Cr	0.00%
Future on Apollo Hospitals Enterprise Ltd	Equity - Future	₹-0.08 Cr	0.00%
Apollo Hospitals Enterprise Ltd	Equity	₹0.08 Cr	0.00%
HCL Technologies Ltd	Equity	₹0.05 Cr	0.00%
Future on HCL Technologies Ltd	Equity - Future	₹-0.05 Cr	0.00%
Vedant Fashions Ltd	Equity	₹0 Cr	0.00%

Allocation By Market Cap (Equity)

Allocation By Credit Quality (Debt)

AAA

Other Allocation

Equity Sector

Debt & Others

Sector	Amount	Holdings
Financial Services	₹554.68 Cr	23.88%
Industrials	₹184.64 Cr	7.95%
Energy	₹155.85 Cr	6.71%
Technology	₹150.54 Cr	6.48%
Basic Materials	₹128.98 Cr	5.55%
Consumer Cyclical	₹128.53 Cr	5.53%
Healthcare	₹121.06 Cr	5.21%
Consumer Defensive	₹88.68 Cr	3.82%
Communication Services	₹52.38 Cr	2.26%
Utilities	₹52.14 Cr	2.25%
Real Estate	₹13.8 Cr	0.59%

Risk & Performance Ratios

Fund Managers

Devang Shah

Since April 2024

Ashish Naik

Since March 2023

Hardik Shah

Since January 2022

Jayesh Sundar

Since September 2023

Additional Scheme Detailsas of 30th June 2024

ISIN

INF846K01A52

Expense Ratio

2.03%

Exit Load

1.00%

Fund Size

₹2,322 Cr

Age

01 Aug 2017

Lumpsum Minimum

₹100

Fund Status

Open Ended Investment Company

Benchmark

Nifty 50 TR INR

Investment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

Withdrawal within 1 year

Flat 15% tax on realised gains (STCG - short term capital gains)

Withdrawal after 1 year

10% tax on realised gains above Rs. 1 lakh per financial year (LTCG - long term capital gains)

Note: Mutual funds are subject to capital gains taxation with surcharge and cess, based on prevailing income tax rules and investor income. Taxation applies to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Dynamic Asset Allocation Funds

Fund name	Expense Ratio	Exit Load	Fund size	1Y
Motilal Oswal Balance Advantage Fund Regular Growth Very High Risk	2.2%	1.0%	₹1226.73 Cr	25.9%
Motilal Oswal Balance Advantage Fund Direct Growth Very High Risk	1.0%	1.0%	₹1226.73 Cr	27.4%
Quant Dynamic Asset Allocation Fund Direct Growth Very High Risk	0.7%	1.0%	₹1196.62 Cr	57.3%
Quant Dynamic Asset Allocation Fund Regular Growth Very High Risk	2.1%	1.0%	₹1196.62 Cr	54.9%
Bandhan Balanced Advantage Fund Direct Growth Moderately High risk	0.6%	1.0%	₹2264.44 Cr	20.0%
Bandhan Balanced Advantage Fund Regular Growth Moderately High risk	1.9%	1.0%	₹2264.44 Cr	18.5%
Mahindra Manulife Balanced Advantage Fund Regular Growth Very High Risk	2.3%	1.0%	₹738.59 Cr	26.1%
Mahindra Manulife Balanced Advantage Fund Direct Growth Very High Risk	0.6%	1.0%	₹738.59 Cr	28.3%
Mirae Asset Balanced Advantage Fund Direct Growth High Risk	0.7%	1.0%	₹1655.04 Cr	21.5%
Mirae Asset Balanced Advantage Fund Regular Growth High Risk	2.1%	1.0%	₹1655.04 Cr	19.8%

About the AMC

Axis Mutual Fund

+91 22 43255161

https://www.axismf.com/

Total AUM

₹2,86,505 Cr

Address

Axis House, 1st Floor, C-2, Wadia International Centre, Mumbai, 400 025

Other Funds by Axis Mutual Fund

Fund name	Expense Ratio	Exit Load	Fund size	1Y
Axis Fixed Term Plan Series 120 (91 Days) Direct Growth Moderate Risk	-	0.0%	-	-
Axis US Treasury Dynamic Bond ETF Fund of Fund Direct Growth Very High Risk	0.1%	0.0%	₹98.28 Cr	-
Axis India Manufacturing Fund Direct Growth Very High Risk	0.3%	1.0%	₹5909.15 Cr	-
Axis Fixed Term Plan Series 118 100 Days Direct Growth Moderate Risk	-	0.0%	-	-
Axis Fixed Term Plan Series 113 1228 Days Direct Growth Low to Moderate Risk	-	0.0%	-	7.2%
Axis Fixed Term Plan Series 110 1553 Days Direct Growth Moderate Risk	-	0.0%	-	-
Axis Fixed Term Plan Series 105 1128 Days Direct Growth Moderate Risk	-	0.0%	-	-
Axis Fixed Term Plan Series 112 1143 Days Direct Growth Low to Moderate Risk	-	0.0%	-	7.6%
Axis Nifty SDL September 2026 Debt Index Fund Direct Growth Low to Moderate Risk	0.1%	0.0%	₹78.97 Cr	7.6%
Axis Banking & PSU Debt Fund Direct Growth Moderate Risk	0.3%	0.0%	₹13698.76 Cr	7.1%
Axis Global Equity Alpha Fund of Fund Direct Growth Very High Risk	0.8%	1.0%	₹895.88 Cr	20.9%
Axis Nifty Smallcap 50 Index Fund Direct Growth Very High Risk	0.3%	0.0%	₹357.40 Cr	67.1%
Axis Flexi Cap Fund Direct Growth Very High Risk	0.7%	1.0%	₹12721.36 Cr	31.7%
Axis Money Market Fund Direct Growth Low to Moderate Risk	0.1%	0.0%	₹12240.98 Cr	7.7%
Axis Equity Hybrid Fund Direct Growth Very High Risk	1.0%	1.0%	₹1643.44 Cr	23.3%
Axis Special Situations Fund Direct Growth Very High Risk	1.3%	1.0%	₹1270.83 Cr	34.5%
Axis Corporate Debt Fund Direct Growth Moderate Risk	0.3%	0.0%	₹5427.34 Cr	7.8%
Axis ESG Equity Fund Direct Growth Very High Risk	1.3%	1.0%	₹1390.64 Cr	30.8%
Axis Arbitrage Fund Direct Growth Low Risk	0.3%	0.0%	₹5237.74 Cr	8.4%
Axis Greater China Equity Fund of Fund Direct Growth Very High Risk	0.6%	1.0%	₹187.60 Cr	-2.8%
Axis Value Fund Direct Growth Very High Risk	1.0%	1.0%	₹619.87 Cr	48.4%
Axis All Seasons Debt Fund of Funds Direct Growth Moderately High risk	0.2%	1.0%	₹175.40 Cr	8.2%
Axis Gilt Fund Direct Growth Moderate Risk	0.4%	0.0%	₹422.07 Cr	9.4%
Axis Bluechip Fund Direct Growth Very High Risk	0.7%	1.0%	₹34520.15 Cr	27.1%
Axis Dynamic Bond Fund Direct Growth Moderate Risk	0.3%	0.0%	₹1677.60 Cr	7.4%
Axis Gold Fund Direct Growth High Risk	0.2%	1.0%	₹501.03 Cr	22.1%
Axis Focused 25 Fund Direct Growth Very High Risk	0.8%	1.0%	₹13880.51 Cr	24.2%
Axis Regular Saver Fund Direct Growth Very High Risk	0.8%	1.0%	₹305.95 Cr	11.1%
Axis Strategic Bond Fund Direct Growth Moderately High risk	0.4%	1.0%	₹1937.72 Cr	8.4%
Axis Long Term Equity Fund Direct Growth Very High Risk	0.8%	0.0%	₹37106.30 Cr	30.3%
Axis Short Term Fund Direct Growth Moderate Risk	0.3%	0.0%	₹8269.80 Cr	7.7%
Axis Liquid Fund Direct Growth Moderate Risk	0.2%	0.0%	₹29924.59 Cr	7.4%
Axis Multi Asset Allocation Fund Direct Growth Very High Risk	1.1%	1.0%	₹1245.86 Cr	22.8%
Axis Midcap Fund Direct Growth Very High Risk	0.5%	1.0%	₹30143.58 Cr	44.9%
Axis Treasury Advantage Fund Direct Growth Low to Moderate Risk	0.3%	0.0%	₹5003.40 Cr	7.6%
Axis Equity Saver Fund Direct Growth Moderately High risk	1.0%	1.0%	₹938.20 Cr	18.6%
Axis Balanced Advantage Fund Direct Growth Moderately High risk	0.9%	1.0%	₹2322.48 Cr	28.6%
Axis Nifty Midcap 50 Index Fund Direct Growth Low Risk	0.2%	0.0%	₹351.55 Cr	51.4%
Axis Nifty IT Index Fund Direct Growth Very High Risk	0.3%	0.0%	₹113.87 Cr	36.7%
Axis CRISIL IBX 50:50 Gilt Plus SDL September 2027 Index Fund Direct Growth Low to Moderate Risk	0.1%	0.0%	₹33.76 Cr	7.6%
Axis Credit Risk Fund Direct Growth Moderately High risk	0.8%	1.0%	₹445.63 Cr	8.1%
Axis Ultra Short Term Fund Direct Growth Moderate Risk	0.3%	0.0%	₹4947.39 Cr	7.7%
Axis Multicap Fund Direct Growth Very High Risk	0.6%	1.0%	₹5973.27 Cr	50.6%
Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund Direct Growth Moderate Risk	0.2%	0.0%	₹69.66 Cr	7.6%
Axis Nifty AAA Bond Plus SDL Apirl 2026 50:50 ETF Fund Of Funds Direct Growth Low to Moderate Risk	0.1%	0.0%	₹291.10 Cr	7.4%
Axis Silver Fund of Funds Direct Growth Very High Risk	0.1%	0.0%	₹42.70 Cr	10.0%
Axis Nifty Next 50 Index Fund Direct Growth Very High Risk	0.2%	0.0%	₹244.31 Cr	62.5%
Axis CRISIL IBX 70:30 CPSE Plus SDL April 2025 Index Fund Direct Growth Low to Moderate Risk	0.1%	0.0%	₹571.26 Cr	7.2%
Axis Long Duration Fund Direct Growth Moderate Risk	0.3%	0.0%	₹304.68 Cr	10.3%
Axis Nifty 50 Index Fund Direct Growth Very High Risk	0.1%	0.0%	₹482.49 Cr	25.1%

Risk Level

Your principal amount will be at Moderately High risk

Still got questions?
We're here to help.

What is the current NAV of Axis Balanced Advantage Fund Regular Growth?

The NAV of Axis Balanced Advantage Fund Regular Growth, as of 25-Jul-2024, is ₹19.79.

What are the returns of Axis Balanced Advantage Fund Regular Growth?

The fund has generated 27.02% over the last 1 year and 13.21% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.

What is the portfolio composition of Axis Balanced Advantage Fund Regular Growth?

The fund's allocation of assets is distributed as 65.32% in equities, 22.54% in bonds, and 12.13% in cash and cash equivalents.

Who manages the Axis Balanced Advantage Fund Regular Growth?

The fund managers responsible for Axis Balanced Advantage Fund Regular Growth are:-

Devang Shah
Ashish Naik
Hardik Shah
Jayesh Sundar

Disclaimer: Mutual Fund investments are subject to market risks, read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.

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