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Axis Balanced Advantage Fund Growth
Hybrid
Dynamic Asset Allocation
Very High Risk
+14.43%
3Y annualised
-0.46% 1D
NAV: 09 Jan '26
₹21.48
Min. SIP amount
Not Supported
Fund size
₹3,816.40 Cr
Expense ratio
1.91%
Holdings (215)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Reliance Industries Ltd. | Energy | Equity | 5.70% |
| HDFC Bank Ltd. | Financial | Equity | 5.06% |
| State Bank of India | Financial | Equity | 4.58% |
| Infosys Ltd. | Technology | Equity | 3.66% |
| ICICI Bank Ltd. | Financial | Equity | 3.53% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 3.00% |
| Larsen & Toubro Ltd. | Construction | Equity | 2.66% |
| GOI | Sovereign | GOI Sec | 2.03% |
| Bharti Airtel Ltd. | Communication | Equity | 1.97% |
| Bajaj Finance Ltd. | Financial | Equity | 1.84% |
| Tata Consultancy Services Ltd. | Technology | Equity | 1.66% |
| NTPC Ltd. | Energy | Equity | 1.38% |
| Shriram Finance Ltd | Financial | Bonds | 1.34% |
| Muthoot Finance Ltd. | Financial | Bonds | 1.33% |
| GOI | Sovereign | GOI Sec | 1.32% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 1.28% |
| ITC Ltd. | Consumer Staples | Equity | 1.21% |
| Shriram Finance Ltd | Financial | Equity | 1.18% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 1.17% |
| Muthoot Finance Ltd. | Financial | Debenture | 1.12% |
| SBI Life Insurance Company Ltd. | Insurance | Equity | 1.07% |
| GOI | Sovereign | GOI Sec | 1.04% |
| Reserve Bank of India | Financial | T-Bills | 0.91% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 0.88% |
| Samvardhana Motherson International Ltd. | Automobile | Equity | 0.84% |
| Cipla Ltd. | Healthcare | Equity | 0.83% |
| Pidilite Industries Ltd. | Chemicals | Equity | 0.83% |
| TVS Motor Company Ltd. | Automobile | Equity | 0.81% |
| Embassy Office Parks REIT | Construction | ZCB | 0.79% |
| Britannia Industries Ltd. | Consumer Staples | Equity | 0.78% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 0.77% |
| Indus Infra Trust | Construction | InvITs | 0.76% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 0.76% |
| DOMS Industries Ltd. | Consumer Staples | Equity | 0.75% |
| HDFC Life Insurance Co Ltd. | Insurance | Equity | 0.70% |
| Tata Steel Ltd. | Metals & Mining | Equity | 0.69% |
| Cummins India Ltd. | Capital Goods | Equity | 0.69% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 0.69% |
| Shriram Finance Ltd | Financial | Bonds | 0.68% |
| Bharti Telecom Ltd. | Communication | NCD | 0.68% |
| REC Ltd. | Financial | FRB | 0.67% |
| Bharti Telecom Ltd. | Communication | Debenture | 0.67% |
| Power Finance Corporation Ltd. | Financial | Bonds | 0.66% |
| Small Industries Devp. Bank of India Ltd. | Financial | Bonds/NCD | 0.66% |
| The Phoenix Mills Ltd. | Construction | Equity | 0.66% |
| Bajaj Finance Ltd. | Financial | Debenture | 0.66% |
| GMR Hyderabad International Airport Ltd. | Services | NCD | 0.66% |
| Bihar State | Others | SDL | 0.66% |
| Tata Capital Housing Finance Ltd. | Financial | NCD | 0.66% |
| Poonawalla Fincorp Ltd. | Financial | Debenture | 0.65% |
| REC Ltd. | Financial | Bonds | 0.65% |
| Tech Mahindra Ltd. | Technology | Equity | 0.64% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 0.64% |
| Hindustan Aeronautics Ltd. | Capital Goods | Equity | 0.63% |
| Tata Power Company Ltd. | Energy | Equity | 0.61% |
| Interglobe Aviation Ltd. | Services | Equity | 0.60% |
| Bharat Petroleum Corporation Ltd. | Energy | Equity | 0.59% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 0.57% |
| Coforge Ltd. | Technology | Equity | 0.57% |
| Bajaj Finance Ltd. | Financial | Bonds | 0.57% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Debenture | 0.56% |
| United Spirits Ltd. | Consumer Staples | Equity | 0.54% |
| HCL Technologies Ltd. | Technology | Equity | 0.54% |
| Uttar Pradesh State | Others | SDL | 0.54% |
| GOI | Sovereign | GOI Sec | 0.54% |
| Tata Motors Ltd. | Automobile | Equity | 0.54% |
| LG Electronics India Ltd. | Consumer Discretionary | Equity | 0.53% |
| Vijaya Diagnostic Centre Ltd. | Healthcare | Equity | 0.53% |
| Reserve Bank of India | Financial | T-Bills | 0.52% |
| Reserve Bank of India | Financial | T-Bills | 0.52% |
| Varun Beverages Ltd. | Consumer Staples | Equity | 0.51% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.50% |
| Premier Energies Ltd. | Energy | Equity | 0.47% |
| CG Power and Industrial Solutions Ltd. | Capital Goods | Equity | 0.44% |
| REC Ltd. | Financial | Equity | 0.44% |
| PNB Housing Finance Ltd. | Financial | Equity | 0.42% |
| Grasim Industries Ltd. | Construction | Equity | 0.41% |
| Torrent Pharmaceuticals Ltd. | Healthcare | Equity | 0.40% |
| Maharashtra State | Others | SDL | 0.40% |
| Godrej Industries Ltd. | Consumer Staples | NCD | 0.40% |
| Shriram Finance Ltd | Financial | Debenture | 0.40% |
| Jio Credit Ltd. | Financial | Debenture | 0.39% |
| Bajaj Housing Finance Ltd. | Financial | NCD | 0.39% |
| REC Ltd. | Financial | Bonds | 0.38% |
| Bajaj Auto Ltd. | Automobile | Equity | 0.38% |
| Asian Paints Ltd. | Chemicals | Equity | 0.37% |
| Avenue Supermarts Ltd. | Services | Equity | 0.36% |
| Jyoti CNC Automation Ltd. | Capital Goods | Equity | 0.34% |
| PI Industries Ltd. | Chemicals | Equity | 0.34% |
| Knowledge Realty Trust | Construction | REITs | 0.34% |
| Sona BLW Precision Forgings Ltd. | Automobile | Equity | 0.31% |
| Indian Bank | Financial | Equity | 0.31% |
| Oil And Natural Gas Corporation Ltd. | Energy | Equity | 0.29% |
| Tata Consumer Products Ltd. | Consumer Staples | Equity | 0.29% |
| Shriram Finance Ltd | Financial | Debenture | 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% |
| PG Electroplast Ltd. | Capital Goods | Equity | 0.26% |
| HDFC Bank Ltd. | Financial | NCD | 0.26% |
| Ultratech Cement Ltd. | Construction | Equity | 0.26% |
| Kaynes Technology India Ltd. | Capital Goods | Equity | 0.25% |
| The Federal Bank Ltd. | Financial | Equity | 0.24% |
| Eicher Motors Ltd. | Automobile | Equity | 0.22% |
| Max Healthcare Institute Ltd. | Healthcare | Equity | 0.21% |
| Brigade Enterprises Ltd. | Construction | Equity | 0.20% |
| Tenneco Clean Air India Ltd | Automobile | Equity | 0.20% |
| DLF Ltd. | Construction | Equity | 0.20% |
| Power Grid Corporation Of India Ltd. | Energy | Equity | 0.19% |
| Awfis Space Solutions Ltd. | Services | Equity | 0.18% |
| GOI | Sovereign | GOI Sec | 0.15% |
| UNO Minda Ltd. | Automobile | Equity | 0.14% |
| Mphasis Ltd. | Technology | Equity | 0.14% |
| HDB Financial Services Ltd. | Financial | Debenture | 0.13% |
| Tata Steel Ltd. | Metals & Mining | Bonds | 0.13% |
| Mahindra & Mahindra Financial Services Ltd. | Financial | Bonds | 0.13% |
| HDFC Bank Ltd. | Financial | NCD | 0.13% |
| REC Ltd. | Financial | NCD | 0.13% |
| Andhra Pradesh State | Financial | SDL | 0.13% |
| Aadhar Housing Finance Ltd | Financial | Debenture | 0.13% |
| Godrej Properties Ltd. | Construction | NCD | 0.13% |
| Mahanagar Telephone Nigam Ltd. | Communication | NCD | 0.13% |
| Bharat Heavy Electricals Ltd. | Capital Goods | Equity | 0.13% |
| WeWork India Management Ltd. | Services | Equity | 0.12% |
| Aditya Infotech Ltd. | Communication | Equity | 0.12% |
| Info Edge (India) Ltd. | Services | Equity | 0.10% |
| Dixon Technologies (India) Ltd. | Capital Goods | Equity | 0.09% |
| Tata Motors Passenger Vehicles Ltd. | Automobile | Equity | 0.07% |
| Titagarh Rail Systems Ltd. | Automobile | Equity | 0.07% |
| L&T Finance Ltd. | Financial | Equity | 0.07% |
| Indusind Bank Ltd. | Financial | Equity | 0.07% |
| Lupin Ltd. | Healthcare | Equity | 0.06% |
| Power Finance Corporation Ltd. | Financial | NCD | 0.05% |
| Maharashtra State | Others | SDL | 0.05% |
| Bajaj Finserv Ltd. | Financial | Equity | 0.05% |
| TBO Tek Ltd. | Services | Equity | 0.05% |
| Canara Bank | Financial | Equity | 0.04% |
| Bajaj Housing Finance Ltd. | Financial | Debenture | 0.04% |
| Aditya Birla Capital Ltd. | Financial | Equity | 0.04% |
| Bank Of Baroda | Financial | Equity | 0.04% |
| Laurus Labs Ltd. | Healthcare | Equity | 0.03% |
| ICICI Prudential Life Insurance Company Ltd. | Insurance | Equity | 0.03% |
| Nestle India Ltd. | Consumer Staples | Equity | 0.03% |
| Indian Railway Finance Corporation Ltd. | Financial | Debenture | 0.03% |
| Kerala State | Others | SDL | 0.03% |
| Tamilnadu State | Others | SDL | 0.03% |
| Indus Towers Ltd. | Communication | Equity | 0.02% |
| Exide Industries Ltd. | Capital Goods | Equity | 0.01% |
| Maharashtra State | Others | SDL | 0.01% |
| Kwality Walls India Ltd. | Consumer Staples | Equity | 0.01% |
| Biocon Ltd. | Healthcare | Equity | 0.01% |
| Ambuja Cements 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% |
| Aurobindo Pharma Ltd. | Healthcare | 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% |
| Vedant Fashions Ltd. | Services | Equity | 0.00% |
| GMR Airports Ltd. | Construction | Futures | -0.00% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Futures | -0.00% |
| Aurobindo Pharma Ltd. | Healthcare | Futures | -0.00% |
| Glenmark Pharmaceuticals Ltd. | Healthcare | Futures | -0.00% |
| Crompton Greaves Consumer Electricals Ltd. | Consumer Discretionary | Futures | -0.01% |
| Torrent Pharmaceuticals Ltd. | Healthcare | Futures | -0.01% |
| Biocon Ltd. | Healthcare | Futures | -0.01% |
| Exide Industries Ltd. | Capital Goods | Futures | -0.01% |
| Titan Company Ltd. | Consumer Discretionary | Futures | -0.02% |
| PG Electroplast Ltd. | Capital Goods | Futures | -0.02% |
| Indus Towers Ltd. | Communication | Futures | -0.02% |
| ICICI Prudential Life Insurance Company Ltd. | Insurance | Futures | -0.03% |
| Laurus Labs Ltd. | Healthcare | Futures | -0.03% |
| Mphasis Ltd. | Technology | Futures | -0.04% |
| Bank Of Baroda | Financial | Futures | -0.04% |
| Aditya Birla Capital Ltd. | Financial | Futures | -0.04% |
| Info Edge (India) Ltd. | Services | Futures | -0.04% |
| Canara Bank | Financial | Futures | -0.04% |
| Shriram Finance Ltd | Financial | Futures | -0.05% |
| Kotak Mahindra Bank Ltd. | Financial | Futures | -0.05% |
| Bajaj Finserv Ltd. | Financial | Futures | -0.05% |
| Indusind Bank Ltd. | Financial | Futures | -0.07% |
| L&T Finance Ltd. | Financial | Futures | -0.07% |
| CG Power and Industrial Solutions Ltd. | Capital Goods | Futures | -0.09% |
| ITC Ltd. | Consumer Staples | Futures | -0.09% |
| DLF Ltd. | Construction | Futures | -0.12% |
| HDFC Life Insurance Co Ltd. | Insurance | Futures | -0.13% |
| Bharat Heavy Electricals Ltd. | Capital Goods | Futures | -0.13% |
| UNO Minda Ltd. | Automobile | Futures | -0.14% |
| Power Grid Corporation Of India Ltd. | Energy | Futures | -0.15% |
| Hindustan Aeronautics Ltd. | Capital Goods | Futures | -0.15% |
| Bharat Electronics Ltd. | Capital Goods | Futures | -0.15% |
| Oil And Natural Gas Corporation Ltd. | Energy | Futures | -0.16% |
| Ultratech Cement Ltd. | Construction | Futures | -0.16% |
| Max Healthcare Institute Ltd. | Healthcare | Futures | -0.16% |
| REC Ltd. | Financial | Futures | -0.17% |
| Tata Steel Ltd. | Metals & Mining | Futures | -0.19% |
| Samvardhana Motherson International Ltd. | Automobile | Futures | -0.21% |
| The Federal Bank Ltd. | Financial | Futures | -0.22% |
| Eicher Motors Ltd. | Automobile | Futures | -0.22% |
| HDFC Bank Ltd. | Financial | Futures | -0.24% |
| Interglobe Aviation Ltd. | Services | Futures | -0.28% |
| Indian Bank | Financial | Futures | -0.31% |
| Grasim Industries Ltd. | Construction | Futures | -0.40% |
| TVS Motor Company Ltd. | Automobile | Futures | -0.42% |
| Hindalco Industries Ltd. | Metals & Mining | Futures | -0.42% |
| State Bank of India | Financial | Futures | -0.50% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Futures | -0.57% |
| Coforge Ltd. | Technology | Futures | -0.57% |
| SBI Life Insurance Company Ltd. | Insurance | Futures | -0.65% |
| Cummins India Ltd. | Capital Goods | Futures | -0.69% |
| Reliance Industries Ltd. | Energy | Futures | -0.91% |
| Mahindra & Mahindra Ltd. | Automobile | Futures | -1.02% |
| Tata Consultancy Services Ltd. | Technology | Futures | -1.04% |
| Bajaj Finance Ltd. | Financial | Futures | -1.32% |
See All
Minimum investments
Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported
Returns and rankings
Annualised returns
Absolute returns
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | +6.3% | +14.4% | +11.1% | +9.5% |
| Category average (Hybrid Dynamic Asset Allocation) | +4.6% | +11.9% | +10.7% | -- |
| Rank (Hybrid Dynamic Asset Allocation) | 14 | 3 | 4 | -- |
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
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
HDFC Balanced Advantage Fund Growth | +7.47% | +17.43% | 1,08,205.07 | |
SBI Balanced Advantage Fund Growth | +9.13% | +13.78% | 39,914.31 | |
ICICI Prudential Balanced Advantage Growth | +11.94% | +13.47% | 70,534.59 | |
DSP Dynamic Asset Allocation Fund Growth | +8.07% | +12.55% | 3,635.61 | |
Nippon India Balanced Advantage Fund Growth | +6.57% | +12.07% | 9,724.68 | |
| 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 Growth
Axis Balanced Advantage Fund 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 Growth fund. The fund currently has an Asset Under Management(AUM) of ₹3,62,655 Cr and the Latest NAV as of 09 Jan 2026 is ₹21.48.
The Axis Balanced Advantage Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹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₹3,62,655.43 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,