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Axis Balanced Advantage Growth
Hybrid dynamic asset allocation
Overview ( as on 06/02/26 )
NAV
₹21.44
Last change
₹0.15 +0.01%
Fund Size (AUM)
3816.40 Cr
Performance
10.76% (5Y)
Fund Details
Axis Balanced Advantage Growth
as of 06/02/26
AUM
3816.40 Cr
Expense Ratio
1.91 %
Benchmark
Nifty 50 TR INR
ISIN
INF846K01A52
Fund Manager
Hardik Shah
Exit Load
1.0% if redeemed within 0-12 months
0% if redeemed after 12 months
| Fund Performance | 1Y | 3Y | 5Y |
|---|---|---|---|
| Axis Balanced Advantage Growth | 6.24% | 14.43% | 10.76% |
| Nifty 50 TR INR | 7.42% | 11.94% | 11.03% |
Top 10 Holdings
Reliance Industries Ltd |
5.7% |
HDFC Bank Ltd |
5.06% |
State Bank of India |
4.58% |
Infosys Ltd |
3.66% |
ICICI Bank Ltd |
3.53% |
Mahindra & Mahindra Ltd |
3.0% |
Larsen & Toubro Ltd |
2.66% |
7.18% Govt Stock 2033 |
2.03% |
Bharti Airtel Ltd |
1.97% |
Bajaj Finance Ltd |
1.84% |
Sector Allocation
Financial |
30.7% |
Technology |
12.44% |
Consumer Cyclical |
10.54% |
Industrials |
10.26% |
Energy |
9.3% |
Healthcare |
7.16% |
Consumer Defensive |
6.34% |
Basic Materials |
5.08% |
Utilities Services |
3.06% |
Communication Services |
2.95% |
Asset Allocation
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58%
Equity
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24%
Debt
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18%
Others
Risk and Return Category
Risk v/s Category
-
Low
-
Below Average
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Average
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Above Average
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High
Return v/s Category
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Low
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Below Average
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Average
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Above Average
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High
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17.32% (5Y)
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Axis Balanced Advantage IDCW-P
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12.35% (5Y)
-
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Axis Balanced Advantage IDCW-R
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Returns
-
12.35% (5Y)
-
-
HDFC Balanced Adv IDCW-P
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Returns
-
17.3% (5Y)
-
-
Axis Balanced Advantage Growth
Hybrid dynamic asset allocation-
Returns
-
10.76% (5Y)
-
-
Baroda BNP P Bal Advtg Growth
Hybrid dynamic asset allocation-
Returns
-
11.78% (5Y)
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