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Axis Balanced Advantage Fund Growth
+11.36%
3Y annualised
-0.09% 1D
NAV: 16 Jul '26
₹21.45
Min. for SIP
₹100
Fund size (AUM)
₹3,814.40 Cr
Expense ratio
2.13%
Rating
4
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹30,594 | +1.98% | |
| 1 year | ₹60,000 | ₹60,992 | +1.65% | |
| 3 years | ₹1,80,000 | ₹1,99,007 | +10.56% | |
| 5 years | ₹3,00,000 | ₹3,78,850 | +26.28% |
Holdings (220)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Net Receivables | Unspecified | Net Receivables | 15.79% |
| HDFC Bank Ltd | Financial | Equity | 6.09% |
| ICICI Bank Ltd | Financial | Equity | 5.79% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 4.63% |
| State Bank of India | Financial | Equity | 3.44% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 2.64% |
| Larsen & Toubro Ltd | Industrials | Equity | 2.42% |
| Infosys Ltd | Technology | Equity | 2.29% |
| Bharti Airtel Ltd | Technology | Equity | 2.24% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 2.20% |
| Sun Pharmaceutical Industries Ltd | Healthcare | Equity | 1.79% |
| GOI Sec 7.61 09/05/2030 | Entities | GOI Securities | 1.77% |
| Apollo Hospitals Enterprise Ltd | Healthcare | Equity | 1.76% |
| NTPC Ltd | Energy & Utilities | Equity | 1.65% |
| Others CBLO | Unspecified | CBLO | 1.49% |
| MUTHOOT FINANCE LIMITED SR 28-A OP I 8.40 NCD 28AG28 FVRS1LAC | Financial | Bonds | 1.31% |
| PILANI INVESTMENTS AND INDUSTRIES CORPORATION LIMITED 8.11 NCD 24AP29 FVRS1LAC | Financial | Debenture | 1.31% |
| Zomato Ltd | Technology | Equity | 1.27% |
| Axis Bank Ltd | Financial | Equity | 1.21% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 1.15% |
| Bajaj Finance Ltd | Financial | Equity | 1.12% |
| MUTHOOT FINANCE LIMITED OP I 8.52 NCD 07AP28 FVRS1LAC | Financial | Debenture | 1.11% |
| Interglobe Aviation Ltd | Industrials | Equity | 1.02% |
| CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LIMITED SR SD79 8.66 NCD 23FB33 FVRS1LAC | Financial | Non Convertible Debenture | 1.02% |
| ITC Ltd | Consumer Staples | Equity | 1.01% |
| Titan Company Ltd | Consumer Discretionary | Equity | 0.98% |
| Phoenix Mills Ltd | Real Estate | Equity | 0.93% |
| Pidilite Industries Ltd | Materials | Equity | 0.92% |
| STATE DEVELOPMENT LOAN 37002 TN 28JN37 7.53 FV RS 100 | Unspecified | State Development Loan | 0.92% |
| GOVERNMENT OF INDIA 37448 091 DAYS TBILL 20AG26 FV RS 100 | Financial | Treasury Bills | 0.91% |
| Samvardhana Motherson International Ltd | Consumer Discretionary | Equity | 0.89% |
| SBI Life Insurance Company Ltd | Financial | Equity | 0.88% |
| Bharat Highways InvIT | Industrials | Infrastructure Investment Trust | 0.82% |
| Varun Beverages Ltd | Consumer Staples | Equity | 0.82% |
| Britannia Industries Ltd | Consumer Staples | Equity | 0.81% |
| CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LIMITED SR 665 RR NCD 27FB29 FVRS1LAC | Financial | Debenture | 0.79% |
| TORRENT PHARMACEUTICALS LTD SR 1 7.45 NCD 19JN28 FVRS1LAC | Healthcare | Debenture | 0.78% |
| EMBASSY OFFICE PARKS REIT SR XV RR NCD 24JL35 FVRS1LAC | Real Estate | Zero Coupon Bonds | 0.78% |
| TVS Motor Company Ltd | Consumer Discretionary | Equity | 0.74% |
| Hindustan Aeronautics Ltd | Industrials | Equity | 0.73% |
| Tata Power Company Ltd | Energy & Utilities | Equity | 0.73% |
| CG Power & Industrial Solutions Ltd | Industrials | Equity | 0.71% |
| Hindustan Unilever Ltd | Consumer Staples | Equity | 0.71% |
| GMR HYDERABAD INTERNATIONAL AIRPORT LTD RR NCD 28MR34 FVRS1LAC | Industrials | Non Convertible Debenture | 0.68% |
| BHARTI TELECOM LIMITED SR XXI 8.75 NCD 05NV29 FVRS1LAC | Technology | Non Convertible Debenture | 0.67% |
| REC LIMITED SR 220-B 7.69 BD 31MR33 FVRS1LAC | Financial | Floating Rate Bond | 0.67% |
| DOMS Industries Ltd. | Industrials | Equity | 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 | 0.66% |
| POONAWALLA FINCORP LIMITED SR B2 7.60 NCD 28MY27 FVRS1LAC | Financial | Debenture | 0.65% |
| BHARTI TELECOM LIMITED SR XXIX 7.75 NCD 29FB28 FVRS1LAC | Technology | Debenture | 0.65% |
| TATA CAPITAL HOUSING FINANCE LIMITED SR B 7.123 NCD 21JL27 FVRS1LAC | Financial | Non Convertible Debenture | 0.65% |
| Premier Energies Ltd. | Energy & Utilities | Equity | 0.65% |
| Sona BLW Precision Forgings Ltd | Consumer Discretionary | Equity | 0.65% |
| PNB Housing Finance Ltd | Financial | Equity | 0.63% |
| United Spirits Ltd | Consumer Staples | Equity | 0.62% |
| Vijaya Diagnostic Centre Ltd | Healthcare | Equity | 0.60% |
| Tata Steel Ltd | Materials | Equity | 0.59% |
| Divi's Laboratories Ltd | Healthcare | Equity | 0.59% |
| BAJAJ FINANCE LIMITED 7.7 NCD 07JU27 FVRS10LAC | Financial | Bonds | 0.56% |
| CHOLAMANDALAM INVESTMENT AND FIN. CO. LTD 7.5 CCD 30SP26 FVRS1LAC | Financial | Debenture | 0.56% |
| Asian Paints Ltd | Materials | Equity | 0.56% |
| Maruti Suzuki India Ltd | Consumer Discretionary | Equity | 0.54% |
| STATE DEVELOPMENT LOAN 32240 UP 19OT34 7.81 FV RS 100 | Unspecified | State Development Loan | 0.54% |
| HDFC Life Insurance Co Ltd | Financial | Equity | 0.54% |
| GOVERNMENT OF INDIA 34208 GOI 08AP34 7.1 FV RS 100 | Entities | GOI Securities | 0.54% |
| Grasim Industries Ltd | Materials | Equity | 0.54% |
| GOVERNMENT OF INDIA 36241 364 DAYS TBILL 23JL26 FV RS 100 | Financial | Treasury Bills | 0.52% |
| GOVERNMENT OF INDIA 37115 182 DAYS TBILL 27AG26 FV RS 100 | Financial | Treasury Bills | 0.52% |
| MUTHOOT FINANCE LIMITED OP I 7.88 NCD 22NV28 FVRS1LAC | Financial | Non Convertible Debenture | 0.52% |
| The Indian Hotels Company Ltd | Consumer Discretionary | Equity | 0.51% |
| Tata Consumer Products Ltd | Consumer Staples | Equity | 0.41% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.40% |
| Coforge Ltd | Technology | Equity | 0.40% |
| Maharashtra State SDL 7.22 26/10/2026 | Unspecified | State Development Loan | 0.40% |
| GODREJ INDUSTRIES LIMITED SR 1 8.10 NCD 22MY28 FVRS1LAC | Diversified | Non Convertible Debenture | 0.39% |
| BAJAJ HOUSING FINANCE LIMITED 7.66 NCD 20MR28 FVRS1LAC | Financial | Debenture | 0.39% |
| 7.90% M&M FINANCIAL SERVICES LTD 30 AUG 2027 | Financial | Bonds | 0.39% |
| JIO FINANCE LIMITED SR 1 7.19 NCD 15MR28 FVRS1LAC | Financial | Debenture | 0.39% |
| REC Ltd | Financial | Equity | 0.36% |
| FSN E-Commerce Ventures Ltd | Consumer Discretionary | Equity | 0.36% |
| ITC Hotels Ltd | Consumer Discretionary | Equity | 0.36% |
| Hindalco Industries Ltd | Materials | Equity | 0.35% |
| LG Electronics India Ltd. | Consumer Discretionary | Equity | 0.35% |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | Equity | 0.35% |
| Tech Mahindra Ltd | Technology | Equity | 0.33% |
| Ultratech Cement Ltd | Materials | Equity | 0.32% |
| Cipla Ltd | Healthcare | Equity | 0.32% |
| Knowledge Realty Trust | Real Estate | Real Estate Investment Trusts | 0.31% |
| Torrent Pharmaceuticals Ltd | Healthcare | Equity | 0.30% |
| TATA CAPITAL LIMITED EQ | Financial | Equity | 0.29% |
| Dixon Technologies (India) Ltd | Consumer Discretionary | Equity | 0.28% |
| Bajaj Auto Ltd | Consumer Discretionary | Equity | 0.27% |
| TVS HOLDINGS LIMITED 8.65 NCD 07JU29 FVRS1LAC | Consumer Discretionary | Debenture | 0.26% |
| Jubilant FoodWorks Ltd | Consumer Discretionary | Equity | 0.26% |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 25G 7.48 BD 15SP28 FVRS1LAC | Financial | Bonds | 0.26% |
| NARAYANA HRUDAYALAYA LIMITED 8.40 NCD 15FB30 FVRS1LAC | Healthcare | Debenture | 0.26% |
| Jyoti CNC Automation Ltd. | Industrials | Equity | 0.26% |
| GOVERNMENT OF INDIA 37391 091 DAYS TBILL 23JL26 FV RS 100 | Financial | Treasury Bills | 0.26% |
| RBL Bank Ltd | Financial | Equity | 0.25% |
| Tenneco Clean Air India Ltd. | Consumer Discretionary | Equity | 0.23% |
| Info Edge (India) Ltd | Technology | Equity | 0.23% |
| Computer Age Management Services Ltd | Financial | Equity | 0.23% |
| Eicher Motors Ltd | Consumer Discretionary | Equity | 0.22% |
| Fortis Healthcare Ltd | Healthcare | Equity | 0.21% |
| Voltas Ltd | Industrials | Equity | 0.19% |
| Tata Motors Ltd | Industrials | Equity | 0.19% |
| Exide Industries Ltd | Consumer Discretionary | Equity | 0.19% |
| Mphasis Ltd | Technology | Equity | 0.19% |
| Amber Enterprises India Ltd | Consumer Discretionary | Equity | 0.19% |
| Hero Motocorp Ltd | Consumer Discretionary | Equity | 0.19% |
| HDB FINANCIAL SERVICES LIMITED SR 212 8.3439 NCD 05JL27 FVRS1LAC | Financial | Debenture | 0.18% |
| Indus Towers Ltd | Technology | Equity | 0.18% |
| Bharat Heavy Electricals Ltd | Industrials | Equity | 0.18% |
| DLF Ltd | Real Estate | Equity | 0.18% |
| Tata Consultancy Services Ltd | Technology | Equity | 0.18% |
| Brigade Enterprises Ltd | Real Estate | Equity | 0.15% |
| Minda Corporation Ltd | Consumer Discretionary | Equity | 0.15% |
| PI Industries Ltd | Materials | Equity | 0.14% |
| Adani Ports and Special Economic Zone Ltd | Industrials | Equity | 0.14% |
| WeWork India Management Ltd. | Industrials | Equity | 0.14% |
| Bharat Electronics Ltd | Industrials | Equity | 0.14% |
| Tamilnadu State SDL 7.62 29/03/2027 | 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% |
| HDFC BANK LIMITED SR Q003 7.90 NCD 24AG26 FVRS1CR | Financial | Non Convertible Debenture | 0.13% |
| GODREJ PROPERTIES LIMITED SR A 8.15 LOA 03JL26 FVRS1LAC | Real Estate | Non Convertible Debenture | 0.13% |
| MAHANAGAR TELEPHONE NIGAM LIMITED. SR VIII TR C 7.80 BD 07NV33 FVRS1LAC | Technology | Non Convertible Debenture | 0.13% |
| The Federal Bank Ltd | Financial | Equity | 0.13% |
| UNO Minda Ltd | Consumer Discretionary | Equity | 0.12% |
| Avenue Supermarts Ltd | Consumer Staples | Equity | 0.12% |
| Awfis Space Solutions Ltd. | Industrials | Equity | 0.11% |
| Petronet LNG Ltd | Energy & Utilities | Equity | 0.11% |
| Bajaj Finserv Ltd | Financial | Equity | 0.10% |
| Tata Motors Ltd | Consumer Discretionary | Equity | 0.07% |
| Titagarh Wagons Ltd | Industrials | Equity | 0.07% |
| Indusind Bank Ltd | Financial | Equity | 0.05% |
| 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% |
| Laurus Labs Ltd | Healthcare | Equity | 0.05% |
| Bank Of Baroda | Financial | Equity | 0.04% |
| Aditya Birla Capital Ltd | 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% |
| INDIAN RAILWAY FINANCE CORPORATION LIMITED SR 180 7.39 BD 15JL34 FVRS1LAC | Financial | Debenture | 0.03% |
| STATE DEVELOPMENT LOAN 34204 TN 03AP34 7.42 FV RS 100 | Unspecified | State Development Loan | 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% |
| HCL Technologies Ltd | Technology | Equity | 0.02% |
| GOVERNMENT OF INDIA 34238 GOI 22AP64 7.34 FV RS 100 | Entities | GOI Securities | 0.02% |
| Godrej Properties Ltd | Real Estate | Equity | 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% |
| Crompton Greaves Consumer Electricals Ltd | Consumer Discretionary | Equity | 0.01% |
| Interest Rate Swaps Pay Floating Receive Fix -NOMURA (25/02/2029) (FV 3000 Lacs) | Financial | Interest Rate Swap | 0.01% |
| NIFTY July 2026 Future | Financial | Index Derivatives | 0.00% |
| Glenmark Pharmaceuticals Ltd | Healthcare | Equity | 0.00% |
| Coal India Ltd | Materials | Equity | 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 July 2026 Future | Industrials | Futures | -0.00% |
| Apollo Hospitals Enterprise Limited July 2026 Future | Healthcare | Futures | -0.00% |
| Glenmark Pharmaceuticals Limited July 2026 Future | Healthcare | Futures | -0.00% |
| Crompton Greaves Consumer Electricals Limited July 2026 Future | Consumer Discretionary | Futures | -0.01% |
| Biocon Limited July 2026 Future | Healthcare | Futures | -0.01% |
| Godrej Properties Limited July 2026 Future | Real Estate | Futures | -0.01% |
| PG Electroplast Limited July 2026 Future | Industrials | Futures | -0.02% |
| ICICI Prudential Life Insurance Company Limited July 2026 Future | Financial | Futures | -0.02% |
| Indus Towers Limited July 2026 Future | Technology | Futures | -0.02% |
| Power Grid Corporation of India Limited July 2026 Future | Energy & Utilities | Futures | -0.03% |
| Aditya Birla Capital Limited July 2026 Future | Financial | Futures | -0.04% |
| Bank of Baroda July 2026 Future | Financial | Futures | -0.04% |
| Laurus Labs Limited July 2026 Future | Healthcare | Futures | -0.05% |
| Kotak Mahindra Bank Limited July 2026 Future | Financial | Futures | -0.05% |
| Infosys Limited July 2026 Future | Technology | Futures | -0.05% |
| HDFC Life Insurance Company Limited July 2026 Future | Financial | Futures | -0.05% |
| Cipla Limited July 2026 Future | Healthcare | Futures | -0.05% |
| Samvardhana Motherson International Limited July 2026 Future | Consumer Discretionary | Futures | -0.05% |
| IndusInd Bank Limited July 2026 Future | Financial | Futures | -0.05% |
| Mphasis Limited July 2026 Future | Technology | Futures | -0.07% |
| FSN E-Commerce Ventures Limited July 2026 Future | Consumer Discretionary | Futures | -0.08% |
| Bajaj Finserv Limited July 2026 Future | Financial | Futures | -0.10% |
| Tech Mahindra Limited July 2026 Future | Technology | Futures | -0.10% |
| DLF Limited August 2026 Future | Real Estate | Futures | -0.11% |
| UNO Minda Limited July 2026 Future | Consumer Discretionary | Futures | -0.12% |
| Bajaj Auto Limited July 2026 Future | Consumer Discretionary | Futures | -0.12% |
| Bharti Airtel Limited August 2026 Future | Technology | Futures | -0.12% |
| Bharat Electronics Limited July 2026 Future | Industrials | Futures | -0.14% |
| Adani Ports and Special Economic Zone Limited July 2026 Future | Industrials | Futures | -0.14% |
| Coforge Limited July 2026 Future | Technology | Futures | -0.15% |
| Maruti Suzuki India Limited July 2026 Future | Consumer Discretionary | Futures | -0.16% |
| Tata Power Company Limited July 2026 Future | Energy & Utilities | Futures | -0.17% |
| Bharat Heavy Electricals Limited July 2026 Future | Industrials | Futures | -0.18% |
| Britannia Industries Limited July 2026 Future | Consumer Staples | Futures | -0.22% |
| Eicher Motors Limited July 2026 Future | Consumer Discretionary | Futures | -0.23% |
| Tata Consumer Products Limited July 2026 Future | Consumer Staples | Futures | -0.25% |
| Hindalco Industries Limited July 2026 Future | Materials | Futures | -0.27% |
| Hindustan Unilever Limited July 2026 Future | Consumer Staples | Futures | -0.30% |
| Larsen & Toubro Limited July 2026 Future | Industrials | Futures | -0.32% |
| Shriram Finance Limited July 2026 Future | Financial | Futures | -0.35% |
| Bharat Petroleum Corporation Limited July 2026 Future | Energy & Utilities | Futures | -0.35% |
| Divi's Laboratories Limited July 2026 Future | Healthcare | Futures | -0.39% |
| Tata Steel Limited July 2026 Future | Materials | Futures | -0.40% |
| CG Power and Industrial Solutions Limited July 2026 Future | Industrials | Futures | -0.41% |
| ITC Limited July 2026 Future | Consumer Staples | Futures | -0.51% |
| Grasim Industries Limited July 2026 Future | Materials | Futures | -0.54% |
| TVS Motor Company Limited July 2026 Future | Consumer Discretionary | Futures | -0.56% |
| SBI Life Insurance Company Limited July 2026 Future | Financial | Futures | -0.61% |
| ICICI Bank Limited July 2026 Future | Financial | Futures | -0.61% |
| Sun Pharmaceutical Industries Limited July 2026 Future | Healthcare | Futures | -0.63% |
| Titan Company Limited July 2026 Future | Consumer Discretionary | Futures | -0.64% |
| Reliance Industries Limited July 2026 Future | Energy & Utilities | Futures | -0.89% |
| Mahindra & Mahindra Limited July 2026 Future | Consumer Discretionary | Futures | -1.17% |
| HDFC Bank Limited July 2026 Future | Financial | Futures | -1.30% |
| State Bank of India July 2026 Future | Financial | Futures | -1.61% |
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 | +1.9% | +11.4% | +9.8% | +8.9% |
| Category average (Hybrid Dynamic Asset Allocation) | +4.6% | +11.9% | +10.7% | -- |
| Rank (Hybrid Dynamic Asset Allocation) | 16 | 5 | 5 | -- |
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) | |
|---|---|---|---|---|
 | -0.31% | +14.81% | 905.21 | |
 | +0.03% | +13.50% | 1,06,456.16 | |
 | +4.93% | +11.45% | 72,486.28 | |
 | +3.34% | +10.68% | 9,796.34 | |
 | +4.07% | +10.41% | 3,749.13 | |
| 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 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 ₹3,56,814 Cr and the Latest NAV as of 16 Jul 2026 is ₹21.45.
The Axis Balanced Advantage Fund 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₹3,56,814.22 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,