Stocks
Invest in Stocks
Invest in stocks, ETFs, IPOs with fast orders. Track returns on your stock holdings and view real-time P&L on your positions.
F&O
Mutual Funds
Invest in Mutual Funds
Invest in direct mutual funds at zero charges via lump sump investments or SIPs
Axis Balanced Advantage Fund Growth
+12.31%
3Y annualised
0.00% 1D
NAV: 15 May '26
₹20.86
Min. for SIP
₹100
Fund size (AUM)
₹3,763.98 Cr
Expense ratio
2.15%
Rating
4
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹29,634 | -1.22% | |
| 1 year | ₹60,000 | ₹59,469 | -0.89% | |
| 3 years | ₹1,80,000 | ₹1,97,485 | +9.71% | |
| 5 years | ₹3,00,000 | ₹3,74,545 | +24.85% |
Holdings (212)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 5.96% |
| ICICI Bank Ltd. | Financial | Equity | 5.25% |
| Reliance Industries Ltd. | Energy | Equity | 5.16% |
| State Bank of India | Financial | Equity | 3.84% |
| Infosys Ltd. | Technology | Equity | 3.00% |
| Larsen & Toubro Ltd. | Construction | Equity | 2.81% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 2.51% |
| Bharti Airtel Ltd. | Communication | Equity | 2.31% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 2.08% |
| NTPC Ltd. | Energy | Equity | 1.87% |
| GOI | Sovereign | GOI Sec | 1.79% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 1.68% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 1.49% |
| Muthoot Finance Ltd. | Financial | Bonds | 1.33% |
| Shriram Finance Ltd | Financial | Bonds | 1.21% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | NCD | 1.19% |
| Muthoot Finance Ltd. | Financial | Debenture | 1.12% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 0.99% |
| Eternal Ltd. | Services | Equity | 0.95% |
| Reserve Bank of India | Financial | T-Bills | 0.93% |
| SBI Life Insurance Company Ltd. | Insurance | Equity | 0.92% |
| Tamilnadu State | Others | SDL | 0.91% |
| Britannia Industries Ltd. | Consumer Staples | Equity | 0.91% |
| ITC Ltd. | Consumer Staples | Equity | 0.90% |
| Axis Bank Ltd. | Financial | Equity | 0.87% |
| Indus Infra Trust | Construction | InvITs | 0.86% |
| Tata Power Company Ltd. | Energy | Equity | 0.85% |
| Varun Beverages Ltd. | Consumer Staples | Equity | 0.84% |
| Shriram Finance Ltd | Financial | Equity | 0.81% |
| The Phoenix Mills Ltd. | Construction | Equity | 0.81% |
| Torrent Pharmaceuticals Ltd. | Healthcare | Debenture | 0.79% |
| Embassy Office Parks REIT | Construction | ZCB | 0.78% |
| Pidilite Industries Ltd. | Chemicals | Equity | 0.78% |
| Samvardhana Motherson International Ltd. | Automobile | Equity | 0.78% |
| Interglobe Aviation Ltd. | Services | Equity | 0.78% |
| Tech Mahindra Ltd. | Technology | Equity | 0.77% |
| TVS Motor Company Ltd. | Automobile | Equity | 0.76% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 0.74% |
| Bharti Telecom Ltd. | Communication | NCD | 0.68% |
| GMR Hyderabad International Airport Ltd. | Services | NCD | 0.68% |
| Tata Steel Ltd. | Metals & Mining | Equity | 0.68% |
| Muthoot Finance Ltd. | Financial | NCD | 0.67% |
| DOMS Industries Ltd. | Consumer Staples | Equity | 0.67% |
| REC Ltd. | Financial | FRB | 0.66% |
| Poonawalla Fincorp Ltd. | Financial | Debenture | 0.66% |
| Bharti Telecom Ltd. | Communication | Debenture | 0.66% |
| Tata Capital Housing Finance Ltd. | Financial | NCD | 0.66% |
| Bihar State | Others | SDL | 0.66% |
| Sona BLW Precision Forgings Ltd. | Automobile | Equity | 0.62% |
| CG Power and Industrial Solutions Ltd. | Capital Goods | Equity | 0.62% |
| Bajaj Finance Ltd. | Financial | Equity | 0.61% |
| Vijaya Diagnostic Centre Ltd. | Healthcare | Equity | 0.61% |
| Coforge Ltd. | Technology | Equity | 0.59% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 0.59% |
| Premier Energies Ltd. | Energy | Equity | 0.58% |
| Hindustan Aeronautics Ltd. | Capital Goods | Equity | 0.58% |
| Bajaj Finance Ltd. | Financial | Bonds | 0.57% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Debenture | 0.56% |
| HDFC Life Insurance Co Ltd. | Insurance | Equity | 0.55% |
| PNB Housing Finance Ltd. | Financial | Equity | 0.54% |
| Bajaj Auto Ltd. | Automobile | Equity | 0.54% |
| Uttar Pradesh State | Others | SDL | 0.54% |
| GOI | Sovereign | GOI Sec | 0.53% |
| Reserve Bank of India | Financial | T-Bills | 0.53% |
| Reserve Bank of India | Financial | T-Bills | 0.53% |
| Grasim Industries Ltd. | Construction | Equity | 0.49% |
| Tata Consultancy Services Ltd. | Technology | Equity | 0.48% |
| United Spirits Ltd. | Consumer Staples | Equity | 0.46% |
| Kaynes Technology India Ltd. | Capital Goods | Equity | 0.44% |
| Tata Consumer Products Ltd. | Consumer Staples | Equity | 0.44% |
| Maharashtra State | Others | SDL | 0.40% |
| Mahindra & Mahindra Financial Services Ltd. | Financial | Bonds | 0.40% |
| Godrej Industries Ltd. | Consumer Staples | NCD | 0.40% |
| The Indian Hotels Company Ltd. | Services | Equity | 0.40% |
| Bajaj Housing Finance Ltd. | Financial | NCD | 0.39% |
| Jio Credit Ltd. | Financial | Debenture | 0.39% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 0.39% |
| Asian Paints Ltd. | Chemicals | Equity | 0.38% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 0.37% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.37% |
| Tata Motors Ltd. | Automobile | Equity | 0.36% |
| Bharat Petroleum Corporation Ltd. | Energy | Equity | 0.35% |
| Ultratech Cement Ltd. | Construction | Equity | 0.34% |
| LG Electronics India Ltd. | Consumer Discretionary | Equity | 0.33% |
| Knowledge Realty Trust | Construction | REITs | 0.33% |
| FSN E-Commerce Ventures Ltd. | Services | Equity | 0.31% |
| ITC Hotels Ltd. | Services | Equity | 0.29% |
| Cipla Ltd. | Healthcare | Equity | 0.29% |
| PI Industries Ltd. | Chemicals | Equity | 0.28% |
| Jubilant FoodWorks Ltd. | Services | Equity | 0.27% |
| Torrent Pharmaceuticals Ltd. | Healthcare | Equity | 0.27% |
| REC Ltd. | Financial | Equity | 0.27% |
| Shriram Finance Ltd | Financial | Debenture | 0.27% |
| Jyoti CNC Automation Ltd. | Capital Goods | Equity | 0.27% |
| TVS Holdings Ltd. | Automobile | Debenture | 0.27% |
| Narayana Hrudayalaya Ltd. | Healthcare | Debenture | 0.26% |
| Dixon Technologies (India) Ltd. | Capital Goods | Equity | 0.26% |
| Reserve Bank of India | Financial | T-Bills | 0.26% |
| Tenneco Clean Air India Ltd | Automobile | Equity | 0.25% |
| Eicher Motors Ltd. | Automobile | Equity | 0.23% |
| RBL Bank Ltd. | Financial | Equity | 0.23% |
| Fortis Healthcare Ltd. | Healthcare | Equity | 0.21% |
| Mphasis Ltd. | Technology | Equity | 0.20% |
| HDB Financial Services Ltd. | Financial | Debenture | 0.19% |
| PG Electroplast Ltd. | Capital Goods | Equity | 0.19% |
| Brigade Enterprises Ltd. | Construction | Equity | 0.19% |
| Exide Industries Ltd. | Capital Goods | Equity | 0.18% |
| DLF Ltd. | Construction | Equity | 0.17% |
| Computer Age Management Services Ltd. | Services | Equity | 0.17% |
| Max Healthcare Institute Ltd. | Healthcare | Equity | 0.16% |
| Bharat Heavy Electricals Ltd. | Capital Goods | Equity | 0.16% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 0.15% |
| Tamilnadu State | Others | SDL | 0.13% |
| Tata Steel Ltd. | Metals & Mining | Bonds | 0.13% |
| Awfis Space Solutions Ltd. | Services | Equity | 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% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 0.13% |
| Mahanagar Telephone Nigam Ltd. | Communication | NCD | 0.13% |
| Avenue Supermarts Ltd. | Services | Equity | 0.12% |
| UNO Minda Ltd. | Automobile | Equity | 0.12% |
| WeWork India Management Ltd. | Services | Equity | 0.11% |
| Petronet LNG Ltd. | Energy | Equity | 0.11% |
| The Federal Bank Ltd. | Financial | Equity | 0.11% |
| Bajaj Finserv Ltd. | Financial | Equity | 0.10% |
| Tata Motors Passenger Vehicles Ltd. | Automobile | Equity | 0.07% |
| Titagarh Rail Systems Ltd. | Automobile | Equity | 0.06% |
| Indusind Bank Ltd. | Financial | Equity | 0.05% |
| Maharashtra State | Others | SDL | 0.05% |
| Power Finance Corporation Ltd. | Financial | NCD | 0.05% |
| Info Edge (India) Ltd. | Services | 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 | Equity | 0.04% |
| Laurus Labs Ltd. | Healthcare | Equity | 0.03% |
| Kerala State | Others | SDL | 0.03% |
| Tamilnadu State | Others | SDL | 0.03% |
| Indian Railway Finance Corporation Ltd. | Financial | Debenture | 0.03% |
| Indus Towers Ltd. | Communication | Equity | 0.02% |
| ICICI Prudential Life Insurance Company Ltd. | Insurance | Equity | 0.02% |
| HCL Technologies Ltd. | Technology | Equity | 0.02% |
| GOI | Sovereign | GOI Sec | 0.02% |
| Maharashtra State | Others | SDL | 0.01% |
| Bajaj Housing Finance Ltd. | Financial | Debenture | 0.01% |
| Godrej Properties Ltd. | Construction | Equity | 0.01% |
| Biocon Ltd. | Healthcare | Equity | 0.01% |
| State Bank of India | Financial | Put Option | 0.01% |
| Bajaj Finance Ltd. | Financial | Call Option | 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% |
| Kaynes Technology India Ltd. | Capital Goods | Call Option | 0.00% |
| Minda Corporation Ltd. | Automobile | 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% |
| ICICI Securities Primary Dealership Ltd. | Financial | IRS | -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% |
| Biocon Ltd. | Healthcare | Futures | -0.01% |
| Godrej Properties Ltd. | Construction | Futures | -0.01% |
| ICICI Prudential Life Insurance Company Ltd. | Insurance | Futures | -0.02% |
| Indus Towers Ltd. | Communication | Futures | -0.02% |
| Laurus Labs Ltd. | Healthcare | Futures | -0.04% |
| Power Grid Corporation Of India Ltd. | Energy | Futures | -0.04% |
| Aditya Birla Capital Ltd. | Financial | Futures | -0.04% |
| Bank Of Baroda | Financial | Futures | -0.04% |
| State Bank of India | Financial | Futures | -0.05% |
| PG Electroplast Ltd. | Capital Goods | Futures | -0.05% |
| Interglobe Aviation Ltd. | Services | Futures | -0.05% |
| Tech Mahindra Ltd. | Technology | Futures | -0.05% |
| Indusind Bank Ltd. | Financial | Futures | -0.05% |
| Shriram Finance Ltd | Financial | Futures | -0.08% |
| Hindustan Unilever Ltd. | Consumer Staples | Futures | -0.08% |
| ITC Ltd. | Consumer Staples | Futures | -0.09% |
| Bajaj Finserv Ltd. | Financial | Futures | -0.10% |
| Tata Consultancy Services Ltd. | Technology | Futures | -0.10% |
| Ultratech Cement Ltd. | Construction | Futures | -0.10% |
| HDFC Life Insurance Co Ltd. | Insurance | Futures | -0.10% |
| DLF Ltd. | Construction | Futures | -0.11% |
| UNO Minda Ltd. | Automobile | Futures | -0.12% |
| Bharat Electronics Ltd. | Capital Goods | Futures | -0.15% |
| Bharat Heavy Electricals Ltd. | Capital Goods | Futures | -0.16% |
| Max Healthcare Institute Ltd. | Healthcare | Futures | -0.16% |
| REC Ltd. | Financial | Futures | -0.19% |
| Tata Power Company Ltd. | Energy | Futures | -0.20% |
| Mphasis Ltd. | Technology | Futures | -0.20% |
| Tata Steel Ltd. | Metals & Mining | Futures | -0.23% |
| Eicher Motors Ltd. | Automobile | Futures | -0.23% |
| Britannia Industries Ltd. | Consumer Staples | Futures | -0.24% |
| Hindalco Industries Ltd. | Metals & Mining | Futures | -0.29% |
| Bharat Petroleum Corporation Ltd. | Energy | Futures | -0.35% |
| CG Power and Industrial Solutions Ltd. | Capital Goods | Futures | -0.36% |
| ICICI Bank Ltd. | Financial | Futures | -0.39% |
| Divi's Laboratories Ltd. | Healthcare | Futures | -0.39% |
| Bharti Airtel Ltd. | Communication | Futures | -0.40% |
| Titan Company Ltd. | Consumer Discretionary | Futures | -0.43% |
| State Bank of India | Financial | Futures | -0.48% |
| Grasim Industries Ltd. | Construction | Futures | -0.49% |
| Larsen & Toubro Ltd. | Construction | Futures | -0.54% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Futures | -0.54% |
| TVS Motor Company Ltd. | Automobile | Futures | -0.58% |
| SBI Life Insurance Company Ltd. | Insurance | Futures | -0.59% |
| Mahindra & Mahindra Ltd. | Automobile | Futures | -0.93% |
| Reliance Industries Ltd. | Energy | Futures | -1.14% |
| HDFC Bank Ltd. | Financial | Futures | -1.93% |
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 | -0.1% | +12.3% | +10.5% | +8.7% |
| Category average (Hybrid Dynamic Asset Allocation) | +4.6% | +11.9% | +10.7% | -- |
| Rank (Hybrid Dynamic Asset Allocation) | 22 | 4 | 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
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 Growth | -1.13% | +14.48% | 1,05,377.65 | |
ICICI Prudential Balanced Advantage Growth | +3.45% | +11.57% | 70,551.44 | |
SBI Balanced Advantage Fund Growth | +2.59% | +11.50% | 40,732.17 | |
Nippon India Balanced Advantage Fund Growth | +1.22% | +10.94% | 9,620.30 | |
DSP Dynamic Asset Allocation Fund Growth | +2.76% | +10.78% | 3,661.26 | |
| 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 ₹3,66,572 Cr and the Latest NAV as of 15 May 2026 is ₹20.86.
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.
;
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₹3,66,572.37 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,