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Axis Balanced Advantage Fund Direct Plan Idcw Reinvestment

Hybrid | Dynamic Asset Allocation

(NAV as of 12/04/2024)
13.48 (-0.59)

3Y Returns

4.68%

Min SIP

100

Min Lumpsum

100

Expense Ratio

0.74%

Fund Size

2440 Cr

Inception Date

01-Aug-17

Fund Manager

Jayesh Sundar

Exit Load

Nil for 10% of investments and 1% for remaining investments on or before 12M, Nil after 12M.

Wealthzi View

Interest Rate Sensitivity

Market Risk / Risk Taken Compared to Benchmark

Fund Size

SIP Returns

Risk Adjusted Returns

Portfolio Credit Quality

Extra Returns Over Benchmark

Returns Consistency

Performance Against Inflation

Overall Fund Zi Tag

Asset Allocation

Equity

67.12%

Debt & Others

32.88%

Market Cap Allocation

Large Cap

59.56%

Mid Cap

6.70%

Small Cap

1.11%

Other Cap

32.62%

Sector Allocation

Banks

15.94%

Govt-Sec

15.41%

Finance

11.16%

Internet and Technology

8.50%

Automobiles

5.55%

Top Ten Holdings

7.18% Government of India (24/07/2037)

6.50%

ICICI Bank Ltd

6.30%

Reliance Industries Ltd

5.31%

Infosys Ltd

4.92%

HDFC Bank Ltd

4.11%

Investment Objective

To Generate Capital Appreciation By Investing In A Portfolio Of Equity Or Equity Linked Securities While The Secondary Objective Is To Generate Income Through Investments In Debt And Money Market Instruments. It Also Aims To Manage Risk Through Active Asset Allocation. However, There Is No Assurance Or Guarantee That The Investment Objective Of The Scheme Will Be Achieved.The Scheme Does Not Assure Or Guarantee Any Returns.

Fund House Detail

AMC Name

Axis Asset Management Company Ltd.

Address

Axis House, 1st Floor, C-2, Wadia International Centre,Pandurang Budhkar Marg, Worli,Mumbai - 400 025

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