Axis Balanced Advantage Fund - Direct - Growth
Hybrid Schemes by Axis Asset Management Co. Ltd.
3Y Returns (CAGR)
11.58%
Expense Ratio
1.07%
as of 01/10/2026
AUM
₹312.76 Cr
Qtr End: Jun 26
NAV
₹23.81
as of 16/10/2026
3Y Returns (CAGR)
11.58%
Expense Ratio
1.07%
as of 01/10/2026
AUM
₹312.76 Cr
Qtr End: Jun 26
NAV
₹23.81
as of 16/10/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -1.85% | -7.22% | 7.13% |
| 6M | -0.13% | -0.25% | 7.35% |
| 1Y | -0.71% | -0.71% | 8.33% |
| 3Y | 38.91% | 11.58% | 8.14% |
| 5Y | 53.32% | 8.92% | 7.90% |
Scheme Details
- Launch Date
- 11/07/2017
- Fund Age
- 9.2 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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