Compare Mutual Funds
Axis Balanced Advantage Fund
Select a Mutual Fund
Risk
Very High
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Rating
4.0
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Min SIP Amount
₹100
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Expense Ratio
2.13
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NAV
₹24.33
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Fund Started
11 Jul 2017
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Fund Size
₹3814.40 Cr
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Exit Load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
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1 Year
3.26%
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3 Year
11.42%
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5 Year
9.56%
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Equity
57.56%
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Cash
16.92%
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Top 10 Holdings
HDFC Bank Ltd. | 6.09% |
ICICI Bank Ltd. | 5.79% |
Reliance Industries Ltd. | 4.63% |
State Bank of India | 3.44% |
Mahindra & Mahindra Ltd. | 2.64% |
Larsen & Toubro Ltd. | 2.42% |
Infosys Ltd. | 2.29% |
Bharti Airtel Ltd. | 2.24% |
Kotak Mahindra Bank Ltd. | 2.20% |
Sun Pharmaceutical Industries Ltd. | 1.79% |
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Name
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Start Date
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Description
The scheme seeks 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.
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Launch Date
11 Jul 2017
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