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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹100
AUM (Fund size)
₹3,558 Cr
Lock In Period
N/A
Expense Ratio
1.9
Benchmark
Nifty50 Hybrid Composite Debt 50:50 Index
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.
Summary
Latest details for Axis Balanced Advantage Fund Growth include a ₹21.22 NAV as of May 08,2026 and returns since inception of 46.25%. Minimum investments start at SIP ₹100. The Axis Balanced Advantage Fund Growth AUM is ₹3,558 Cr, with a lock-in of N/A years, expense ratio of 1.9%, and benchmark Nifty50 Hybrid Composite Debt 50:50 Index. Exit load is - 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.. In the growth review for 1M Month/Year, the fund recorded 4.12% returns, against a category average of 1.13% and a category best of 9.50%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 4.12 | 1.13 | 9.50 |
| 6M | -0.75 | 2.01 | 13.26 |
| 1Y | 3.11 | 5.34 | 25.12 |
| 3Y | 13.51 | 13.53 | 58.29 |
Portfolio Analysis
- Equity: 67.58%
- Debt: 32.42%
- Others
As on: 2026-03-31
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About Fund
Axis Balanced Advantage Fund Growth managed by Axis Mutual Fund,is a Balanced Fundsscheme with Assets Under Management of ₹3,558 Crore. The fund benchmarks its performance against the Nifty50 Hybrid Composite Debt 50:50 Index while maintaining an expense ratio of 1.9. 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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundICICI Prudential Balanced Advantage Fund Growth | 5 | 66397.8 CR | 1.45 |
| This FundAditya Birla Sun Life Balanced Advantage Fund Growth | 4 | 8539.88 CR | 1.77 |
| This FundAxis Balanced Advantage Fund Growth | 3 | 3557.6 CR | 1.9 |
| This FundBaroda BNP Paribas Balanced Advantage Fund Growth | 3 | 4365.23 CR | 1.89 |
| This FundHDFC Balanced Advantage Fund - Growth | 5 | 98457.75 CR | 1.36 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundICICI Prudential Balanced Advantage Fund Growth | 7.0175 | 42.9156 |
| This FundAditya Birla Sun Life Balanced Advantage Fund Growth | 6.71 | 43.3876 |
| This FundAxis Balanced Advantage Fund Growth | 3.1053 | 46.2491 |
| This FundBaroda BNP Paribas Balanced Advantage Fund Growth | 10.5386 | 49.6833 |
| This FundHDFC Balanced Advantage Fund - Growth | 3.9498 | 55.4359 |
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 1.9. 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 : 4.12%
- 6 Months : -0.75%
- 1 Year : 3.11%
- 3 Years : 13.51%
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 ₹3,558 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.
Min Inv Amount: ₹500