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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹100
AUM (Fund size)
₹3,161 Cr
Lock In Period
N/A
Expense Ratio
1.94
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.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
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Portfolio Analysis
- Equity:
- Debt:
- Others
As on: 2025-05-31
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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 ₹3,161 Crore. The fund benchmarks its performance against the Nifty50 Hybrid Composite Debt 50:50 Index while maintaining an expense ratio of 1.94. 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.
Peer Comparison
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 1.94. 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 : %
- 6 Months : %
- 1 Year : %
- 3 Years : %
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 ₹3,161 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