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Axis Balanced Advantage Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Axis Balanced Advantage Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹3,750 Cr

Lock In Period

N/A

Expense Ratio

2.14

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.

Benchmark

Nifty50 Hybrid Composite Debt 50:50 Index

Axis Balanced Advantage Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M3.600.824.42
6M-0.692.0913.26
1Y2.184.6825.12
3Y12.0212.7950.86

Portfolio Analysis

  • Equity: 73.20%
  • Debt: 26.80%
  • Others
As on: 2026-05-31
View allocation % by

1. HDFC Bank Limited5.78%
2. ICICI Bank Limited5.38%
3. Kotak Mahindra Bank Limited2.10%
4. Axis Bank Limited1.01%
5. RBL Bank Limited0.23%
6. The Federal Bank Limited0.11%
7. IndusInd Bank Limited0.05%

1. Infosys Limited2.95%
2. Tech Mahindra Limited0.84%
3. Coforge Limited0.71%
4. Tata Consultancy Services Limited0.44%
5. Mphasis Limited0.20%
6. HCL Technologies Limited0.02%

1. Reliance Industries Limited4.80%
2. Bharat Petroleum Corporation Limited0.35%

1. Sun Pharmaceutical Industries Limited1.76%
2. Divi's Laboratories Limited0.60%
3. Mankind Pharma Limited0.38%
4. Cipla Limited0.31%
5. Torrent Pharmaceuticals Limited0.29%
6. Laurus Labs Limited0.04%
7. Biocon Limited0.01%
8. Glenmark Pharmaceuticals Limited0.00%

1. State Bank of India3.28%
2. Bank of Baroda0.04%

1. Mahindra & Mahindra Limited2.48%
2. Maruti Suzuki India Limited0.51%

1. Larsen & Toubro Limited2.87%

1. Apollo Hospitals Enterprise Limited1.61%
2. Vijaya Diagnostic Centre Limited0.71%
3. Fortis Healthcare Limited0.21%
4. Max Healthcare Institute Limited0.15%

1. NTPC Limited1.82%
2. Tata Power Company Limited0.81%

1. Bharti Airtel Limited2.25%

1. Shriram Finance Limited1.06%
2. Bajaj Finance Limited0.95%
3. Cholamandalam Investment and Finance Company Ltd0.00%

1. SBI Life Insurance Company Limited0.93%
2. HDFC Life Insurance Company Limited0.56%
3. ICICI Prudential Life Insurance Company Limited0.02%

1. TVS Motor Company Limited0.73%
2. Bajaj Auto Limited0.29%
3. Eicher Motors Limited0.23%
4. Hero MotoCorp Limited0.19%

1. Eternal Limited1.06%
2. FSN E-Commerce Ventures Limited0.31%

1. CG Power and Industrial Solutions Limited0.70%
2. Premier Energies Limited0.61%

1. Samvardhana Motherson International Limited1.10%
2. UNO Minda Limited0.12%

1. The Phoenix Mills Limited0.82%
2. DLF Limited0.17%
3. Brigade Enterprises Limited0.15%
4. Godrej Properties Limited0.01%

1. The Indian Hotels Company Limited0.46%
2. ITC Hotels Limited0.31%
3. Jubilant Foodworks Limited0.27%

About Fund Axis Balanced Advantage Fund Growth

Axis Balanced Advantage Fund Growth managed by Axis Mutual Fund,is a Balanced Fundsscheme with Assets Under Management of ₹3,750 Crore. The fund benchmarks its performance against the Nifty50 Hybrid Composite Debt 50:50 Index while maintaining an expense ratio of 2.14. Under the expert guidance of Jayesh Sundar ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Jayesh Sundar

Mr. Jayesh Sundar is a Chartered Accountant. Prior to joining Axis MF, he has worked with Aviva Life Insurance Company, Tata Securities Ltd., Collins Stewart India Pvt. Ltd., IL&FS Investsmart and CRISIL.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Aditya Birla Sun Life Balanced Advantage Fund Growth49252.62 CR2
Axis Balanced Advantage Fund Growth43749.83 CR2.14
Baroda BNP Paribas Balanced Advantage Fund Growth54870.96 CR2.16
HDFC Balanced Advantage Fund - Growth4104016.21 CR1.29
Fund Name1Y3Y
This FundAditya Birla Sun Life Balanced Advantage Fund Growth4.248838.6032
This FundAxis Balanced Advantage Fund Growth2.17840.5863
This FundBaroda BNP Paribas Balanced Advantage Fund Growth3.534540.8384
This FundHDFC Balanced Advantage Fund - Growth0.515148.1668

Axis Balanced Advantage Fund Growth FAQs

Axis Balanced Advantage Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Axis Balanced Advantage Fund Growth is 2.14. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Axis Balanced Advantage Fund Growth’s fund performance is as follows:
  • 1 Month : 3.60%
  • 6 Months : -0.69%
  • 1 Year : 2.18%
  • 3 Years : 12.02%
Returns of Axis Balanced Advantage Fund Growth are updated daily based on NAV of ₹ 21.29 as on Jul 08,2026. Since inception, the return has been 40.59%.

You can invest in Axis Balanced Advantage Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Axis Balanced Advantage Fund Growth is ₹3,750 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Axis Balanced Advantage Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.