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Axis Balanced Advantage Fund Direct Growth
+15.47%
3Y annualised
+0.56% 1D
NAV: 18 Mar '26
₹23.33
Min. for SIP
₹100
Fund size
₹3,799.23 Cr
Expense ratio
0.61%
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹29,226 | -2.58% | |
| 1 year | ₹60,000 | ₹59,976 | -0.04% | |
| 3 years | ₹1,80,000 | ₹2,20,538 | +22.52% | |
| 5 years | ₹3,00,000 | ₹4,18,302 | +39.43% |
Holdings (213)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 5.75% |
| Reliance Industries Ltd. | Energy | Equity | 5.09% |
| ICICI Bank Ltd. | Financial | Equity | 5.06% |
| State Bank of India | Financial | Equity | 4.33% |
| Infosys Ltd. | Technology | Equity | 3.03% |
| Larsen & Toubro Ltd. | Construction | Equity | 2.97% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 2.73% |
| Bharti Airtel Ltd. | Communication | Equity | 1.80% |
| GOI | Sovereign | GOI Sec | 1.77% |
| NTPC Ltd. | Energy | Equity | 1.73% |
| Bajaj Finance Ltd. | Financial | Equity | 1.67% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 1.49% |
| Tata Consultancy Services Ltd. | Technology | Equity | 1.37% |
| Muthoot Finance Ltd. | Financial | Bonds | 1.33% |
| GOI | Sovereign | GOI Sec | 1.33% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 1.32% |
| Shriram Finance Ltd | Financial | Bonds | 1.21% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 1.19% |
| Muthoot Finance Ltd. | Financial | Debenture | 1.12% |
| GOI | Sovereign | GOI Sec | 1.04% |
| SBI Life Insurance Company Ltd. | Insurance | Equity | 1.02% |
| Shriram Finance Ltd | Financial | Equity | 0.98% |
| Samvardhana Motherson International Ltd. | Automobile | Equity | 0.95% |
| Britannia Industries Ltd. | Consumer Staples | Equity | 0.95% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 0.93% |
| Reserve Bank of India | Financial | T-Bills | 0.92% |
| ITC Ltd. | Consumer Staples | Equity | 0.88% |
| TVS Motor Company Ltd. | Automobile | Equity | 0.85% |
| Pidilite Industries Ltd. | Chemicals | Equity | 0.84% |
| Indus Infra Trust | Construction | InvITs | 0.82% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 0.80% |
| Embassy Office Parks REIT | Construction | ZCB | 0.79% |
| Torrent Pharmaceuticals Ltd. | Healthcare | Debenture | 0.79% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 0.78% |
| Interglobe Aviation Ltd. | Services | Equity | 0.78% |
| Tata Power Company Ltd. | Energy | Equity | 0.71% |
| GMR Hyderabad International Airport Ltd. | Services | NCD | 0.68% |
| Bharti Telecom Ltd. | Communication | NCD | 0.68% |
| DOMS Industries Ltd. | Consumer Staples | Equity | 0.67% |
| Tata Steel Ltd. | Metals & Mining | Equity | 0.67% |
| REC Ltd. | Financial | FRB | 0.67% |
| HDFC Life Insurance Co Ltd. | Insurance | Equity | 0.67% |
| Bharti Telecom Ltd. | Communication | Debenture | 0.67% |
| Muthoot Finance Ltd. | Financial | NCD | 0.67% |
| Bihar State | Others | SDL | 0.66% |
| Small Industries Devp. Bank of India Ltd. | Financial | Bonds/NCD | 0.66% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 0.66% |
| Power Finance Corporation Ltd. | Financial | Bonds | 0.66% |
| Bajaj Finance Ltd. | Financial | Debenture | 0.66% |
| Tata Capital Housing Finance Ltd. | Financial | NCD | 0.66% |
| Poonawalla Fincorp Ltd. | Financial | Debenture | 0.66% |
| Tata Motors Ltd. | Automobile | Equity | 0.64% |
| Varun Beverages Ltd. | Consumer Staples | Equity | 0.60% |
| The Phoenix Mills Ltd. | Construction | Equity | 0.60% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 0.57% |
| Bajaj Finance Ltd. | Financial | Bonds | 0.57% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Debenture | 0.56% |
| LG Electronics India Ltd. | Consumer Discretionary | Equity | 0.56% |
| Tech Mahindra Ltd. | Technology | Equity | 0.55% |
| CG Power and Industrial Solutions Ltd. | Capital Goods | Equity | 0.55% |
| GOI | Sovereign | GOI Sec | 0.54% |
| Uttar Pradesh State | Others | SDL | 0.54% |
| Reserve Bank of India | Financial | T-Bills | 0.52% |
| Reserve Bank of India | Financial | T-Bills | 0.52% |
| Hindustan Aeronautics Ltd. | Capital Goods | Equity | 0.52% |
| Vijaya Diagnostic Centre Ltd. | Healthcare | Equity | 0.50% |
| Sona BLW Precision Forgings Ltd. | Automobile | Equity | 0.48% |
| United Spirits Ltd. | Consumer Staples | Equity | 0.47% |
| HCL Technologies Ltd. | Technology | Equity | 0.46% |
| Bharat Petroleum Corporation Ltd. | Energy | Equity | 0.44% |
| Torrent Pharmaceuticals Ltd. | Healthcare | Equity | 0.44% |
| Axis Bank Ltd. | Financial | Equity | 0.41% |
| Premier Energies Ltd. | Energy | Equity | 0.41% |
| Bajaj Auto Ltd. | Automobile | Equity | 0.41% |
| Maharashtra State | Others | SDL | 0.40% |
| Godrej Industries Ltd. | Consumer Staples | NCD | 0.40% |
| Shriram Finance Ltd | Financial | Debenture | 0.40% |
| Grasim Industries Ltd. | Construction | Equity | 0.39% |
| Jio Credit Ltd. | Financial | Debenture | 0.39% |
| Bajaj Housing Finance Ltd. | Financial | NCD | 0.39% |
| Small Industries Devp. Bank of India Ltd. | Financial | CD | 0.39% |
| PNB Housing Finance Ltd. | Financial | Equity | 0.37% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.36% |
| PG Electroplast Ltd. | Capital Goods | Equity | 0.36% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 0.36% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 0.34% |
| Indian Bank | Financial | Equity | 0.34% |
| Knowledge Realty Trust | Construction | REITs | 0.33% |
| Asian Paints Ltd. | Chemicals | Equity | 0.32% |
| Eternal Ltd. | Services | Equity | 0.30% |
| Cipla Ltd. | Healthcare | Equity | 0.29% |
| Jyoti CNC Automation Ltd. | Capital Goods | Equity | 0.29% |
| Coforge Ltd. | Technology | Equity | 0.29% |
| PI Industries Ltd. | Chemicals | Equity | 0.28% |
| Ultratech Cement Ltd. | Construction | Equity | 0.28% |
| Tata Consumer Products Ltd. | Consumer Staples | Equity | 0.27% |
| Shriram Finance Ltd | Financial | Debenture | 0.27% |
| REC Ltd. | Financial | Equity | 0.27% |
| Narayana Hrudayalaya Ltd. | Healthcare | Debenture | 0.27% |
| TVS Holdings Ltd. | Automobile | Debenture | 0.26% |
| Reserve Bank of India | Financial | T-Bills | 0.26% |
| HDFC Bank Ltd. | Financial | NCD | 0.26% |
| Eicher Motors Ltd. | Automobile | Equity | 0.26% |
| Dixon Technologies (India) Ltd. | Capital Goods | Equity | 0.25% |
| Jubilant FoodWorks Ltd. | Services | Equity | 0.24% |
| Tenneco Clean Air India Ltd | Automobile | Equity | 0.23% |
| Kaynes Technology India Ltd. | Capital Goods | Equity | 0.18% |
| Avenue Supermarts Ltd. | Services | Equity | 0.18% |
| DLF Ltd. | Construction | Equity | 0.18% |
| Max Healthcare Institute Ltd. | Healthcare | Equity | 0.17% |
| Brigade Enterprises Ltd. | Construction | Equity | 0.16% |
| Oil And Natural Gas Corporation Ltd. | Energy | Equity | 0.15% |
| GOI | Sovereign | GOI Sec | 0.15% |
| Tamilnadu State | Others | SDL | 0.13% |
| Tata Steel Ltd. | Metals & Mining | Bonds | 0.13% |
| HDB Financial Services Ltd. | Financial | Debenture | 0.13% |
| Mahindra & Mahindra Financial Services Ltd. | Financial | Bonds | 0.13% |
| Mahanagar Telephone Nigam Ltd. | Communication | NCD | 0.13% |
| HDFC Bank Ltd. | Financial | NCD | 0.13% |
| REC Ltd. | Financial | NCD | 0.13% |
| Godrej Properties Ltd. | Construction | NCD | 0.13% |
| Aadhar Housing Finance Ltd | Financial | Debenture | 0.13% |
| Petronet LNG Ltd. | Energy | Equity | 0.13% |
| UNO Minda Ltd. | Automobile | Equity | 0.13% |
| Bharat Heavy Electricals Ltd. | Capital Goods | Equity | 0.12% |
| Mphasis Ltd. | Technology | Equity | 0.11% |
| Awfis Space Solutions Ltd. | Services | Equity | 0.11% |
| WeWork India Management Ltd. | Services | Equity | 0.10% |
| The Federal Bank Ltd. | Financial | Equity | 0.09% |
| Tata Motors Passenger Vehicles Ltd. | Automobile | Equity | 0.08% |
| Info Edge (India) Ltd. | Services | Equity | 0.08% |
| Lupin Ltd. | Healthcare | Equity | 0.06% |
| Power Grid Corporation Of India Ltd. | Energy | Equity | 0.06% |
| Titagarh Rail Systems Ltd. | Automobile | Equity | 0.06% |
| Indusind Bank Ltd. | Financial | Equity | 0.06% |
| Power Finance Corporation Ltd. | Financial | NCD | 0.05% |
| Maharashtra State | Others | SDL | 0.05% |
| Bajaj Finserv Ltd. | Financial | Equity | 0.05% |
| Bank Of Baroda | Financial | Equity | 0.04% |
| Aditya Birla Capital Ltd. | Financial | Equity | 0.04% |
| Laurus Labs Ltd. | Healthcare | Equity | 0.03% |
| ICICI Prudential Life Insurance Company Ltd. | Insurance | Equity | 0.03% |
| Kerala State | Others | SDL | 0.03% |
| Indus Towers Ltd. | Communication | Equity | 0.03% |
| Indian Railway Finance Corporation Ltd. | Financial | Debenture | 0.03% |
| Tamilnadu State | Others | SDL | 0.03% |
| Maharashtra State | Others | SDL | 0.01% |
| Bajaj Housing Finance Ltd. | Financial | Debenture | 0.01% |
| Biocon Ltd. | Healthcare | Equity | 0.01% |
| Exide Industries Ltd. | Capital Goods | Equity | 0.01% |
| Godrej Properties Ltd. | Construction | Equity | 0.01% |
| Crompton Greaves Consumer Electricals Ltd. | Consumer Discretionary | Equity | 0.01% |
| Glenmark Pharmaceuticals Ltd. | Healthcare | Equity | 0.00% |
| Coal India Ltd. | Energy | Equity | 0.00% |
| TVS Motor Company Ltd - Pref. Shares | Automobile | Pref. Shares | 0.00% |
| GMR Airports Ltd. | Construction | Equity | 0.00% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 0.00% |
| Supreme Industries Ltd. | Chemicals | Equity | 0.00% |
| Cummins India Ltd. | Capital Goods | Equity | 0.00% |
| GMR Airports Ltd. | Construction | Futures | -0.00% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Futures | -0.00% |
| Glenmark Pharmaceuticals Ltd. | Healthcare | Futures | -0.00% |
| Crompton Greaves Consumer Electricals Ltd. | Consumer Discretionary | Futures | -0.01% |
| Godrej Properties Ltd. | Construction | Futures | -0.01% |
| Exide Industries Ltd. | Capital Goods | Futures | -0.01% |
| Biocon Ltd. | Healthcare | Futures | -0.01% |
| Titan Company Ltd. | Consumer Discretionary | Futures | -0.02% |
| PG Electroplast Ltd. | Capital Goods | Futures | -0.02% |
| Indus Towers Ltd. | Communication | Futures | -0.03% |
| Info Edge (India) Ltd. | Services | Futures | -0.03% |
| ICICI Prudential Life Insurance Company Ltd. | Insurance | Futures | -0.03% |
| Mphasis Ltd. | Technology | Futures | -0.03% |
| Laurus Labs Ltd. | Healthcare | Futures | -0.03% |
| Aditya Birla Capital Ltd. | Financial | Futures | -0.04% |
| Bank Of Baroda | Financial | Futures | -0.04% |
| CG Power and Industrial Solutions Ltd. | Capital Goods | Futures | -0.04% |
| Bajaj Finserv Ltd. | Financial | Futures | -0.05% |
| Indusind Bank Ltd. | Financial | Futures | -0.06% |
| Power Grid Corporation Of India Ltd. | Energy | Futures | -0.06% |
| Avenue Supermarts Ltd. | Services | Futures | -0.07% |
| ITC Ltd. | Consumer Staples | Futures | -0.09% |
| The Federal Bank Ltd. | Financial | Futures | -0.09% |
| The Phoenix Mills Ltd. | Construction | Futures | -0.09% |
| Larsen & Toubro Ltd. | Construction | Futures | -0.10% |
| DLF Ltd. | Construction | Futures | -0.11% |
| Bharat Heavy Electricals Ltd. | Capital Goods | Futures | -0.12% |
| HDFC Life Insurance Co Ltd. | Insurance | Futures | -0.12% |
| UNO Minda Ltd. | Automobile | Futures | -0.13% |
| Hindustan Aeronautics Ltd. | Capital Goods | Futures | -0.13% |
| Shriram Finance Ltd | Financial | Futures | -0.14% |
| United Spirits Ltd. | Consumer Staples | Futures | -0.14% |
| Asian Paints Ltd. | Chemicals | Futures | -0.15% |
| HCL Technologies Ltd. | Technology | Futures | -0.15% |
| Max Healthcare Institute Ltd. | Healthcare | Futures | -0.17% |
| Ultratech Cement Ltd. | Construction | Futures | -0.18% |
| Bharat Petroleum Corporation Ltd. | Energy | Futures | -0.20% |
| Coforge Ltd. | Technology | Futures | -0.21% |
| Tata Steel Ltd. | Metals & Mining | Futures | -0.23% |
| Eicher Motors Ltd. | Automobile | Futures | -0.26% |
| Hindalco Industries Ltd. | Metals & Mining | Futures | -0.26% |
| Samvardhana Motherson International Ltd. | Automobile | Futures | -0.27% |
| Divi's Laboratories Ltd. | Healthcare | Futures | -0.28% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Futures | -0.33% |
| Indian Bank | Financial | Futures | -0.34% |
| Grasim Industries Ltd. | Construction | Futures | -0.40% |
| TVS Motor Company Ltd. | Automobile | Futures | -0.44% |
| State Bank of India | Financial | Futures | -0.56% |
| SBI Life Insurance Company Ltd. | Insurance | Futures | -0.65% |
| Tata Consultancy Services Ltd. | Technology | Futures | -0.85% |
| Reliance Industries Ltd. | Energy | Futures | -0.94% |
| Mahindra & Mahindra Ltd. | Automobile | Futures | -1.04% |
| Bajaj Finance Ltd. | Financial | Futures | -1.14% |
| HDFC Bank Ltd. | Financial | Futures | -1.56% |
See All
Minimum investments
Min. for 1st investment
₹100
Min. for 2nd investment
₹100
Min. for SIP
₹100
Returns and rankings
Annualised returns
Absolute returns
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | +6.4% | +15.5% | +11.9% | +10.3% |
| Category average (Hybrid Dynamic Asset Allocation) | +4.6% | +11.9% | +10.7% | -- |
| Rank (Hybrid Dynamic Asset Allocation) | 18 | 2 | 3 | -- |
Exit load, stamp duty and tax
Exit load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
HDFC Balanced Advantage Fund Direct Growth | +6.60% | +17.06% | 1,07,589.67 | |
SBI Balanced Advantage Fund Direct Growth | +8.72% | +13.89% | 40,952.47 | |
DSP Dynamic Asset Allocation Fund Direct Growth | +8.00% | +13.73% | 3,731.96 | |
ICICI Prudential Balanced Advantage Direct Growth | +9.92% | +13.40% | 71,150.75 | |
Nippon India Balanced Advantage Fund Direct Growth | +7.50% | +13.27% | 9,687.94 | |
| Compare | ||||
Fund management
DSDevang ShahApr 2024 - PresentView details
DS
Devang Shah
Apr 2024 - Present
View details
HSHardik ShahJan 2022 - PresentView details
HS
Hardik Shah
Jan 2022 - Present
View details
JSJayesh SundarSep 2023 - PresentView details
JS
Jayesh Sundar
Sep 2023 - Present
View details
About Axis Balanced Advantage Fund Direct Growth
Axis Balanced Advantage Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 04 Sep 2009. Devang Shah is the Current Fund Manager of Axis Balanced Advantage Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹3,66,904 Cr and the Latest NAV as of 18 Mar 2026 is ₹23.33.
The Axis Balanced Advantage Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
;
Investment Objective
The scheme seeks 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.
Fund benchmarkNIFTY 50 Hybrid Composite Debt 50:50 Index
Fund house
Rank (total assets)#7 in India
Total AUM₹3,66,904.00 Cr
Date of Incorporation04 Sep 2009
Launch Date04 Sep 2009
Address23rd Floor, One Lodha Place,S. B. Road, Lower Parel. Mumbai 400013
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,