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Axis Balanced Advantage Fund Direct Growth
+12.93%
3Y annualised
-0.16% 1D
NAV: 27 Aug '26
₹24.39
Min. for SIP
₹100
Fund size (AUM)
₹3,859.19 Cr
Expense ratio
1.06%
Rating
4
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹30,694 | +2.31% | |
| 1 year | ₹60,000 | ₹61,513 | +2.52% | |
| 3 years | ₹1,80,000 | ₹2,02,116 | +12.29% | |
| 5 years | ₹3,00,000 | ₹3,90,961 | +30.32% |
Holdings (225)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Net Receivables | Unspecified | Net Receivables | 15.85% |
| ICICI Bank Ltd | Financial | Equity | 5.97% |
| HDFC Bank Ltd | Financial | Equity | 5.64% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 4.62% |
| State Bank of India | Financial | Equity | 3.40% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 2.88% |
| Infosys Ltd | Technology | Equity | 2.46% |
| Bharti Airtel Ltd | Technology | Equity | 2.41% |
| Larsen & Toubro Ltd | Industrials | Equity | 2.28% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 2.17% |
| Sun Pharmaceutical Industries Ltd | Healthcare | Equity | 1.89% |
| Apollo Hospitals Enterprise Ltd | Healthcare | Equity | 1.82% |
| GOI Sec 7.61 09/05/2030 | Entities | GOI Securities | 1.75% |
| NTPC Ltd | Energy & Utilities | Equity | 1.59% |
| Zomato Ltd | Technology | Equity | 1.46% |
| Bajaj Finance Ltd | Financial | Equity | 1.31% |
| PILANI INVESTMENTS AND INDUSTRIES CORPORATION LIMITED 8.11 NCD 24AP29 FVRS1LAC | Financial | Debenture | 1.29% |
| MUTHOOT FINANCE LIMITED SR 28-A OP I 8.40 NCD 28AG28 FVRS1LAC | Financial | Bonds | 1.29% |
| Axis Bank Ltd | Financial | Equity | 1.14% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 1.14% |
| MUTHOOT FINANCE LIMITED OP I 8.52 NCD 07AP28 FVRS1LAC | Financial | Debenture | 1.09% |
| Others CBLO | Unspecified | CBLO | 1.07% |
| Titan Company Ltd | Consumer Discretionary | Equity | 1.07% |
| ITC Ltd | Consumer Staples | Equity | 0.98% |
| Interglobe Aviation Ltd | Industrials | Equity | 0.97% |
| SBI Life Insurance Company Ltd | Financial | Equity | 0.93% |
| Pidilite Industries Ltd | Materials | Equity | 0.92% |
| TVS Motor Company Ltd | Consumer Discretionary | Equity | 0.91% |
| GOVERNMENT OF INDIA 37448 091 DAYS TBILL 20AG26 FV RS 100 | Financial | Treasury Bills | 0.90% |
| Phoenix Mills Ltd | Real Estate | Equity | 0.89% |
| Bharat Highways InvIT | Industrials | Infrastructure Investment Trust | 0.85% |
| Samvardhana Motherson International Ltd | Consumer Discretionary | Equity | 0.84% |
| Britannia Industries Ltd | Consumer Staples | Equity | 0.84% |
| Sona BLW Precision Forgings Ltd | Consumer Discretionary | Equity | 0.81% |
| Hindustan Aeronautics Ltd | Industrials | Equity | 0.79% |
| CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LIMITED SR 665 RR NCD 27FB29 FVRS1LAC | Financial | Debenture | 0.78% |
| Reserve Bank of India 91-D | Financial | Treasury Bills | 0.77% |
| EMBASSY OFFICE PARKS REIT SR XV RR NCD 24JL35 FVRS1LAC | Real Estate | Zero Coupon Bonds | 0.77% |
| CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LIMITED SR SD79 8.66 NCD 23FB33 FVRS1LAC | Financial | Non Convertible Debenture | 0.71% |
| Divi's Laboratories Ltd | Healthcare | Equity | 0.71% |
| Tata Power Company Ltd | Energy & Utilities | Equity | 0.70% |
| Hindustan Unilever Ltd | Consumer Staples | Equity | 0.70% |
| United Spirits Ltd | Consumer Staples | Equity | 0.69% |
| GMR HYDERABAD INTERNATIONAL AIRPORT LTD RR NCD 28MR34 FVRS1LAC | Industrials | Non Convertible Debenture | 0.67% |
| The Indian Hotels Company Ltd | Consumer Discretionary | Equity | 0.67% |
| BHARTI TELECOM LIMITED SR XXI 8.75 NCD 05NV29 FVRS1LAC | Technology | Non Convertible Debenture | 0.66% |
| REC LIMITED SR 220-B 7.69 BD 31MR33 FVRS1LAC | Financial | Floating Rate Bond | 0.66% |
| STATE DEVELOPMENT LOAN 36387 BH 03SP33 7.54 FV RS 100 | Unspecified | State Development Loan | 0.66% |
| MUTHOOT FINANCE LIMITED 8.60 NCD 02MR28 FVRS1LAC | Financial | Non Convertible Debenture | 0.65% |
| TATA CAPITAL HOUSING FINANCE LIMITED SR B 7.123 NCD 21JL27 FVRS1LAC | Financial | Non Convertible Debenture | 0.65% |
| BHARTI TELECOM LIMITED SR XXIX 7.75 NCD 29FB28 FVRS1LAC | Technology | Debenture | 0.64% |
| DOMS Industries Ltd. | Industrials | Equity | 0.64% |
| CG Power & Industrial Solutions Ltd | Industrials | Equity | 0.64% |
| REC LIMITED SR 247 A 6.87 BD 31MY30 FVRS1LAC | Financial | Bonds | 0.64% |
| PNB Housing Finance Ltd | Financial | Equity | 0.63% |
| Premier Energies Ltd. | Energy & Utilities | Equity | 0.62% |
| Varun Beverages Ltd | Consumer Staples | Equity | 0.61% |
| Maruti Suzuki India Ltd | Consumer Discretionary | Equity | 0.59% |
| Asian Paints Ltd | Materials | Equity | 0.57% |
| CHOLAMANDALAM INVESTMENT AND FIN. CO. LTD 7.5 CCD 30SP26 FVRS1LAC | Financial | Debenture | 0.56% |
| BAJAJ FINANCE LIMITED 7.7 NCD 07JU27 FVRS10LAC | Financial | Bonds | 0.56% |
| Tata Steel Ltd | Materials | Equity | 0.55% |
| Bajaj Auto Ltd | Consumer Discretionary | Equity | 0.54% |
| STATE DEVELOPMENT LOAN 32240 UP 19OT34 7.81 FV RS 100 | Unspecified | State Development Loan | 0.53% |
| Grasim Industries Ltd | Materials | Equity | 0.53% |
| MUTHOOT FINANCE LIMITED RR NCD 26JL29 FVRS1LAC | Financial | Debenture | 0.52% |
| GOVERNMENT OF INDIA 37115 182 DAYS TBILL 27AG26 FV RS 100 | Financial | Treasury Bills | 0.52% |
| Vijaya Diagnostic Centre Ltd | Healthcare | Equity | 0.51% |
| MUTHOOT FINANCE LIMITED OP I 7.88 NCD 22NV28 FVRS1LAC | Financial | Non Convertible Debenture | 0.51% |
| HDFC Life Insurance Co Ltd | Financial | Equity | 0.51% |
| Dixon Technologies (India) Ltd | Consumer Discretionary | Equity | 0.47% |
| Tata Consumer Products Ltd | Consumer Staples | Equity | 0.41% |
| Maharashtra State SDL 7.22 26/10/2026 | Unspecified | State Development Loan | 0.39% |
| SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA SR III 7.40 BD 18JU31 FVRS1LAC | Financial | Bonds/NCDs | 0.39% |
| 7.90% M&M FINANCIAL SERVICES LTD 30 AUG 2027 | Financial | Bonds | 0.39% |
| BAJAJ HOUSING FINANCE LIMITED 7.66 NCD 20MR28 FVRS1LAC | Financial | Debenture | 0.39% |
| JIO FINANCE LIMITED SR 1 7.19 NCD 15MR28 FVRS1LAC | Financial | Debenture | 0.38% |
| FSN E-Commerce Ventures Ltd | Consumer Discretionary | Equity | 0.38% |
| REC Ltd | Financial | Equity | 0.37% |
| Amber Enterprises India Ltd | Consumer Discretionary | Equity | 0.36% |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | Equity | 0.36% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.36% |
| Mphasis Ltd | Technology | Equity | 0.36% |
| Hindalco Industries Ltd | Materials | Equity | 0.36% |
| Tech Mahindra Ltd | Technology | Equity | 0.34% |
| Ultratech Cement Ltd | Materials | Equity | 0.34% |
| LG Electronics India Ltd. | Consumer Discretionary | Equity | 0.33% |
| Torrent Pharmaceuticals Ltd | Healthcare | Equity | 0.33% |
| Coforge Ltd | Technology | Equity | 0.33% |
| Knowledge Realty Trust | Real Estate | Real Estate Investment Trusts | 0.32% |
| ITC Hotels Ltd | Consumer Discretionary | Equity | 0.32% |
| TATA CAPITAL LIMITED EQ | Financial | Equity | 0.32% |
| Info Edge (India) Ltd | Technology | Equity | 0.32% |
| Cipla Ltd | Healthcare | Equity | 0.31% |
| Jubilant FoodWorks Ltd | Consumer Discretionary | Equity | 0.30% |
| Bajaj Finserv Ltd | Financial | Equity | 0.30% |
| Computer Age Management Services Ltd | Financial | Equity | 0.29% |
| RBL Bank Ltd | Financial | Equity | 0.28% |
| GOVERNMENT OF INDIA 34208 GOI 08AP34 7.1 FV RS 100 | Entities | GOI Securities | 0.26% |
| TVS HOLDINGS LIMITED 8.65 NCD 07JU29 FVRS1LAC | Consumer Discretionary | Debenture | 0.26% |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 25G 7.48 BD 15SP28 FVRS1LAC | Financial | Bonds | 0.26% |
| HDFC BANK LIMITED SR Q003 7.90 NCD 24AG26 FVRS1CR | Financial | Non Convertible Debenture | 0.26% |
| NARAYANA HRUDAYALAYA LIMITED 8.40 NCD 15FB30 FVRS1LAC | Healthcare | Debenture | 0.26% |
| Eicher Motors Ltd | Consumer Discretionary | Equity | 0.25% |
| Indus Towers Ltd | Technology | Equity | 0.24% |
| Exide Industries Ltd | Consumer Discretionary | Equity | 0.22% |
| Tenneco Clean Air India Ltd. | Consumer Discretionary | Equity | 0.21% |
| Fortis Healthcare Ltd | Healthcare | Equity | 0.21% |
| Jyoti CNC Automation Ltd. | Industrials | Equity | 0.21% |
| Hero Motocorp Ltd | Consumer Discretionary | Equity | 0.21% |
| Tata Consultancy Services Ltd | Technology | Equity | 0.21% |
| Voltas Ltd | Industrials | Equity | 0.20% |
| Tata Motors Ltd | Industrials | Equity | 0.20% |
| DLF Ltd | Real Estate | Equity | 0.19% |
| HDB FINANCIAL SERVICES LIMITED SR 212 8.3439 NCD 05JL27 FVRS1LAC | Financial | Debenture | 0.18% |
| Bharat Heavy Electricals Ltd | Industrials | Equity | 0.18% |
| Brigade Enterprises Ltd | Real Estate | Equity | 0.18% |
| Vishal Mega Mart Ltd. | Consumer Staples | Equity | 0.15% |
| PI Industries Ltd | Materials | Equity | 0.15% |
| WeWork India Management Ltd. | Industrials | Equity | 0.15% |
| Minda Corporation Ltd | Consumer Discretionary | Equity | 0.14% |
| The Federal Bank Ltd | Financial | Equity | 0.14% |
| Adani Ports and Special Economic Zone Ltd | Industrials | Equity | 0.13% |
| Tamilnadu State SDL 7.62 29/03/2027 | Unspecified | State Development Loan | 0.13% |
| STATE DEVELOPMENT LOAN 37002 TN 28JN37 7.53 FV RS 100 | Unspecified | State Development Loan | 0.13% |
| TATA STEEL LIMITED 8.03 NCD 25FB28 FVRS1LAC | Materials | Bonds | 0.13% |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 23I 7.62 LOA 31JN28 FVRS1LAC | Financial | Debenture | 0.13% |
| GODREJ INDUSTRIES LIMITED SR 1 8.10 NCD 22MY28 FVRS1LAC | Diversified | Non Convertible Debenture | 0.13% |
| MAHANAGAR TELEPHONE NIGAM LIMITED. SR VIII TR C 7.80 BD 07NV33 FVRS1LAC | Technology | Non Convertible Debenture | 0.13% |
| Bharat Electronics Ltd | Industrials | Equity | 0.13% |
| UNO Minda Ltd | Consumer Discretionary | Equity | 0.13% |
| HCL Technologies Ltd | Technology | Equity | 0.12% |
| Petronet LNG Ltd | Energy & Utilities | Equity | 0.11% |
| Avenue Supermarts Ltd | Consumer Staples | Equity | 0.10% |
| Awfis Space Solutions Ltd. | Industrials | Equity | 0.10% |
| Piramal Pharma Ltd | Healthcare | Equity | 0.09% |
| INDO-MIM Ltd. | Industrials | Equity | 0.09% |
| Tata Motors Ltd | Consumer Discretionary | Equity | 0.07% |
| Titagarh Wagons Ltd | Industrials | Equity | 0.07% |
| Indusind Bank Ltd | Financial | Equity | 0.06% |
| Laurus Labs Ltd | Healthcare | Equity | 0.06% |
| POWER FINANCE CORPORATION LTD. SR 200 7.40 BD 08MY30 FVRS10LAC | Financial | Non Convertible Debenture | 0.05% |
| STATE DEVELOPMENT LOAN 30666 MH 11AG26 6.24 FV RS 100 | Unspecified | State Development Loan | 0.05% |
| Aditya Birla Capital Ltd | Financial | Equity | 0.04% |
| Bank Of Baroda | Financial | Equity | 0.04% |
| Power Grid Corporation of India Ltd | Energy & Utilities | Equity | 0.03% |
| 9. 7.45% RAJASTHAN SDL 27/09/2027 | Unspecified | State Development Loan | 0.03% |
| STATE DEVELOPMENT LOAN 34204 TN 03AP34 7.42 FV RS 100 | Unspecified | State Development Loan | 0.03% |
| INDIAN RAILWAY FINANCE CORPORATION LIMITED SR 180 7.39 BD 15JL34 FVRS1LAC | Financial | Debenture | 0.03% |
| STATE DEVELOPMENT LOAN 23246 KER 10JU28 6.73 FV RS 100 | Unspecified | State Development Loan | 0.03% |
| ICICI Prudential Life Insurance Company Ltd | Financial | Equity | 0.02% |
| PG Electroplast Ltd | Industrials | Equity | 0.02% |
| Godrej Properties Ltd | Real Estate | Equity | 0.02% |
| GOVERNMENT OF INDIA 34238 GOI 22AP64 7.34 FV RS 100 | Entities | GOI Securities | 0.01% |
| Biocon Ltd | Healthcare | Equity | 0.01% |
| 7.72% Maharashtra State Dev. Loan (MD 25/05/2034) | Unspecified | State Development Loan | 0.01% |
| BAJAJ HOUSING FINANCE LIMITED 7.98 NCD 09SP26 FVRS1LAC | Financial | Debenture | 0.01% |
| NIFTY 24800 Call August 2026 Option | Financial | Index Derivatives | 0.01% |
| Crompton Greaves Consumer Electricals Ltd | Consumer Discretionary | Equity | 0.01% |
| Glenmark Pharmaceuticals Ltd | Healthcare | Equity | 0.00% |
| CNX BANK INDEX-AUG2026 | Financial | Index Derivatives | 0.00% |
| Coal India Ltd | Materials | Equity | 0.00% |
| Interest Rate Swaps Pay Floating Receive Fix -NOMURA (25/02/2029) (FV 3000 Lacs) | Financial | Interest Rate Swap | 0.00% |
| TVS Motor Company Ltd - Pref. Shares | Consumer Discretionary | Preference Shares | 0.00% |
| GMR Airports Infrastructure Ltd | Industrials | Equity | 0.00% |
| Cholamandalam Investment & Finance Company Ltd | Financial | Equity | 0.00% |
| Supreme Industries Ltd | Materials | Equity | 0.00% |
| Cummins India Ltd | Industrials | Equity | 0.00% |
| GMR Airports Limited August 2026 Future | Industrials | Futures | -0.00% |
| Apollo Hospitals Enterprise Limited August 2026 Future | Healthcare | Futures | -0.00% |
| Glenmark Pharmaceuticals Limited August 2026 Future | Healthcare | Futures | -0.00% |
| Crompton Greaves Consumer Electricals Limited August 2026 Future | Consumer Discretionary | Futures | -0.01% |
| Biocon Limited August 2026 Future | Healthcare | Futures | -0.01% |
| Godrej Properties Limited August 2026 Future | Real Estate | Futures | -0.02% |
| Britannia Industries Limited August 2026 Future | Consumer Staples | Futures | -0.02% |
| PG Electroplast Limited August 2026 Future | Industrials | Futures | -0.02% |
| ICICI Prudential Life Insurance Company Limited August 2026 Future | Financial | Futures | -0.02% |
| Indus Towers Limited August 2026 Future | Technology | Futures | -0.02% |
| Power Grid Corporation of India Limited August 2026 Future | Energy & Utilities | Futures | -0.03% |
| Bank of Baroda August 2026 Future | Financial | Futures | -0.04% |
| Aditya Birla Capital Limited August 2026 Future | Financial | Futures | -0.04% |
| HDFC Life Insurance Company Limited August 2026 Future | Financial | Futures | -0.05% |
| Kotak Mahindra Bank Limited August 2026 Future | Financial | Futures | -0.05% |
| Cipla Limited August 2026 Future | Healthcare | Futures | -0.05% |
| Laurus Labs Limited August 2026 Future | Healthcare | Futures | -0.06% |
| Bajaj Finserv Ltd AUG-2026 | Financial | Futures | -0.06% |
| IndusInd Bank Limited August 2026 Future | Financial | Futures | -0.06% |
| Tata Power Company Limited August 2026 Future | Energy & Utilities | Futures | -0.06% |
| Sona BLW Precision Forgings Limited August 2026 Future | Consumer Discretionary | Futures | -0.07% |
| Bharti Airtel Limited August 2026 Future | Technology | Futures | -0.08% |
| Samvardhana Motherson International Limited August 2026 Future | Consumer Discretionary | Futures | -0.10% |
| Asian Paints Limited August 2026 Future | Materials | Futures | -0.10% |
| Premier Energies Limited August 2026 Future | Energy & Utilities | Futures | -0.10% |
| Eternal Limited August 2026 Future | Technology | Futures | -0.10% |
| Torrent Pharmaceuticals Limited August 2026 Future | Healthcare | Futures | -0.10% |
| FSN E-Commerce Ventures Limited August 2026 Future | Consumer Discretionary | Futures | -0.11% |
| DLF Limited August 2026 Future | Real Estate | Futures | -0.12% |
| UNO MINDA LIMITED-AUG2026 | Consumer Discretionary | Futures | -0.13% |
| Adani Ports and Special Economic Zone Limited August 2026 Future | Industrials | Futures | -0.13% |
| The Federal Bank Limited August 2026 Future | Financial | Futures | -0.13% |
| Maruti Suzuki India Limited August 2026 Future | Consumer Discretionary | Futures | -0.16% |
| The Phoenix Mills Limited August 2026 Future | Real Estate | Futures | -0.17% |
| Bharat Heavy Electricals Limited August 2026 Future | Industrials | Futures | -0.18% |
| InterGlobe Aviation Limited August 2026 Future | Industrials | Futures | -0.23% |
| Eicher Motors Limited August 2026 Future | Consumer Discretionary | Futures | -0.25% |
| Tata Consumer Products Limited August 2026 Future | Consumer Staples | Futures | -0.25% |
| Hindalco Industries Limited August 2026 Future | Materials | Futures | -0.27% |
| Tata Steel Limited August 2026 Future | Materials | Futures | -0.36% |
| Bharat Petroleum Corporation Limited August 2026 Future | Energy & Utilities | Futures | -0.36% |
| CG Power and Industrial Solutions Limited August 2026 Future | Industrials | Futures | -0.37% |
| Hindustan Unilever Limited August 2026 Future | Consumer Staples | Futures | -0.39% |
| Divi's Laboratories Limited August 2026 Future | Healthcare | Futures | -0.42% |
| Shriram Finance Limited August 2026 Future | Financial | Futures | -0.44% |
| ITC Limited August 2026 Future | Consumer Staples | Futures | -0.49% |
| Grasim Industries Limited August 2026 Future | Materials | Futures | -0.53% |
| TVS Motor Company Limited August 2026 Future | Consumer Discretionary | Futures | -0.57% |
| Larsen & Toubro Limited August 2026 Future | Industrials | Futures | -0.64% |
| SBI Life Insurance Company Limited August 2026 Future | Financial | Futures | -0.65% |
| Sun Pharmaceutical Industries Limited August 2026 Future | Healthcare | Futures | -0.66% |
| Titan Company Limited August 2026 Future | Consumer Discretionary | Futures | -0.70% |
| HDFC Bank Limited August 2026 Future | Financial | Futures | -0.71% |
| ICICI Bank Limited August 2026 Future | Financial | Futures | -0.83% |
| Reliance Industries Limited August 2026 Future | Energy & Utilities | Futures | -0.89% |
| Mahindra & Mahindra Limited August 2026 Future | Consumer Discretionary | Futures | -1.29% |
| State Bank of India August 2026 Future | Financial | Futures | -1.59% |
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 | +5.2% | +12.9% | +10.3% | +10.3% |
| Category average (Hybrid Dynamic Asset Allocation) | +4.6% | +11.9% | +10.7% | -- |
| Rank (Hybrid Dynamic Asset Allocation) | 17 | 5 | 8 | -- |
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) | |
|---|---|---|---|---|
 | +3.16% | +13.10% | 1,07,765.65 | |
 | +9.46% | +12.97% | 9,804.08 | |
 | +7.85% | +12.77% | 74,555.42 | |
 | +6.61% | +12.10% | 9,898.19 | |
 | +6.80% | +11.51% | 3,780.28 | |
| Compare | ||||
Fund management
DSDevang ShahApr 2024 - PresentView details
DS
Devang Shah
Apr 2024 - Present
View details
JSJayesh SundarSep 2023 - PresentView details
JS
Jayesh Sundar
Sep 2023 - Present
View details
HSHardik ShahJan 2022 - PresentView details
HS
Hardik Shah
Jan 2022 - 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 ₹3,77,427 Cr and the Latest NAV as of 27 Aug 2026 is ₹24.39.
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.
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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₹3,77,427.21 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,