Axis Balanced Advantage Fund - Direct - Growth
Hybrid Scheme by Axis Asset Management Co. Ltd.
3Y Returns (CAGR)
13.08%
Expense Ratio
1.07%
as of 01/07/2026
AUM
₹314.01 Cr
Qtr End: Mar 26
NAV
₹24.29
as of 17/07/2026
3Y Returns (CAGR)
13.08%
Expense Ratio
1.07%
as of 01/07/2026
AUM
₹314.01 Cr
Qtr End: Mar 26
NAV
₹24.29
as of 17/07/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 1.89% | 7.77% | 7.60% |
| 6M | 1.17% | 2.35% | 10.10% |
| 1Y | 3.71% | 3.71% | 7.94% |
| 3Y | 44.58% | 13.08% | 8.06% |
| 5Y | 64.90% | 10.52% | 7.82% |
Scheme Details
- Launch Date
- 11/07/2017
- Fund Age
- 9 years
- Minimum Investment
- ₹5,000
- Fund House
- Axis Mutual Fund
- Category
- Hybrid Scheme
- Sub-category
- Dynamic Asset Allocation or Balanced Advantage (Hybrid Scheme)
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