How to Invest in Axis Balanced Advantage Fund Regular IDCW?

You can easily invest in Axis Balanced Advantage Fund Regular IDCW in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for Axis Balanced Advantage Fund Regular IDCW from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in Axis Balanced Advantage Fund Regular IDCW as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Axis Balanced Advantage Fund Regular IDCW provide?

The Axis Balanced Advantage Fund Regular IDCW has been there from 01 Aug 2017 and the average annual returns provided by this fund is 10.30% since its inception.

How much expense ratio is charged by Axis Balanced Advantage Fund Regular IDCW?

The term Expense Ratio used for Axis Balanced Advantage Fund Regular IDCW or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of Axis Balanced Advantage Fund Regular IDCW is 2.09% as of 30 Nov 2023...

What is the AUM of Axis Balanced Advantage Fund Regular IDCW?

The AUM, short for Assets Under Management of Axis Balanced Advantage Fund Regular IDCW is ₹1,906.56Cr as of 30 Nov 2023.

How to Redeem Axis Balanced Advantage Fund Regular IDCW?

If you want to sell your Axis Balanced Advantage Fund Regular IDCW holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Axis Balanced Advantage Fund Regular IDCW?

You can select either SIP or Lumpsum investment of Axis Balanced Advantage Fund Regular IDCW based on your investment objective and risk tolerance.

What is the NAV of Axis Balanced Advantage Fund Regular IDCW?

The NAV of Axis Balanced Advantage Fund Regular IDCW is ₹12.28 as of 29 Nov 2023.

What is the PE and PB ratio of Axis Balanced Advantage Fund Regular IDCW?

The PE ratio ratio of Axis Balanced Advantage Fund Regular IDCW is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

Axis Balanced Advantage Fund Regular IDCW - NAV, Mutual Fund Performance & Portfolio

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Axis Balanced Advantage Fund Regular IDCW
Hybrid
Dynamic Asset Allocation
Very High Risk
Payout
10.13%
3Y annualised
+0.50% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 29 Nov 2023₹12.28
Min. SIP amountNot Supported
Rating2
Fund size₹1,906.56Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Hybrid Dynamic Asset Allocation
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns10.3%10.1%8.8%7.9%
Category average11.6%11.5%10.6%NA
Rank with in category151515NA
Understand terms
Holdings (65)NameSectorInstrumentAssets
ICICI Bank Ltd.
FinancialEquity6.7%
HDFC Bank Ltd.
FinancialEquity5.6%
Bajaj Finance Ltd.
FinancialEquity4.6%
Infosys Ltd.
TechnologyEquity4.4%
Ambuja Cements Ltd.
ConstructionEquity3.6%
Reliance Industries Ltd.
EnergyEquity3.5%
Cholamandalam Investment and Finance Company Ltd.
FinancialEquity2.8%
Sun Pharmaceutical Industries Ltd.
HealthcareEquity2.8%
Ultratech Cement Ltd.
ConstructionEquity2.7%
Larsen & Toubro Ltd.
ConstructionEquity2.6%
See All
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
23 Nov 2023 - Present
2.09%
22 Nov 2023 - 23 Nov 2023
2.07%
21 Nov 2023 - 22 Nov 2023
2.07%
20 Nov 2023 - 21 Nov 2023
2.07%
19 Nov 2023 - 20 Nov 2023
2.07%
18 Nov 2023 - 19 Nov 2023
2.07%
17 Nov 2023 - 18 Nov 2023
2.07%
16 Nov 2023 - 17 Nov 2023
2.07%
15 Nov 2023 - 16 Nov 2023
2.07%
14 Nov 2023 - 15 Nov 2023
2.07%
13 Nov 2023 - 14 Nov 2023
2.07%
12 Nov 2023 - 13 Nov 2023
2.07%
11 Nov 2023 - 12 Nov 2023
2.07%
10 Nov 2023 - 11 Nov 2023
2.07%
09 Nov 2023 - 10 Nov 2023
2.07%
08 Nov 2023 - 09 Nov 2023
2.07%
07 Nov 2023 - 08 Nov 2023
2.07%
06 Nov 2023 - 07 Nov 2023
2.07%
05 Nov 2023 - 06 Nov 2023
2.07%
04 Nov 2023 - 05 Nov 2023
2.07%
03 Nov 2023 - 04 Nov 2023
2.07%
02 Nov 2023 - 03 Nov 2023
2.07%
01 Nov 2023 - 02 Nov 2023
2.07%
31 Oct 2023 - 01 Nov 2023
2.07%
30 Oct 2023 - 31 Oct 2023
2.07%
29 Oct 2023 - 30 Oct 2023
2.07%
28 Oct 2023 - 29 Oct 2023
2.07%
27 Oct 2023 - 28 Oct 2023
2.07%
26 Oct 2023 - 27 Oct 2023
2.07%
25 Oct 2023 - 26 Oct 2023
2.07%
24 Oct 2023 - 25 Oct 2023
2.07%
23 Oct 2023 - 24 Oct 2023
2.07%
22 Oct 2023 - 23 Oct 2023
2.07%
21 Oct 2023 - 22 Oct 2023
2.07%
20 Oct 2023 - 21 Oct 2023
2.07%
19 Oct 2023 - 20 Oct 2023
2.07%
18 Oct 2023 - 19 Oct 2023
2.07%
17 Oct 2023 - 18 Oct 2023
2.07%
16 Oct 2023 - 17 Oct 2023
2.07%
15 Oct 2023 - 16 Oct 2023
2.07%
14 Oct 2023 - 15 Oct 2023
2.07%
13 Oct 2023 - 14 Oct 2023
2.07%
12 Oct 2023 - 13 Oct 2023
2.07%
11 Oct 2023 - 12 Oct 2023
2.07%
10 Oct 2023 - 11 Oct 2023
2.07%
09 Oct 2023 - 10 Oct 2023
2.07%
08 Oct 2023 - 09 Oct 2023
2.07%
07 Oct 2023 - 08 Oct 2023
2.07%
06 Oct 2023 - 07 Oct 2023
2.07%
05 Oct 2023 - 06 Oct 2023
2.07%
04 Oct 2023 - 05 Oct 2023
2.07%
03 Oct 2023 - 04 Oct 2023
2.07%
02 Oct 2023 - 03 Oct 2023
2.07%
01 Oct 2023 - 02 Oct 2023
2.07%
30 Sep 2023 - 01 Oct 2023
2.07%
29 Sep 2023 - 30 Sep 2023
2.07%
28 Sep 2023 - 29 Sep 2023
2.07%
27 Sep 2023 - 28 Sep 2023
2.07%
26 Sep 2023 - 27 Sep 2023
2.07%
25 Sep 2023 - 26 Sep 2023
2.07%
24 Sep 2023 - 25 Sep 2023
2.07%
23 Sep 2023 - 24 Sep 2023
2.07%
22 Sep 2023 - 23 Sep 2023
2.07%
21 Sep 2023 - 22 Sep 2023
2.07%
20 Sep 2023 - 21 Sep 2023
2.07%
19 Sep 2023 - 20 Sep 2023
2.07%
18 Sep 2023 - 19 Sep 2023
2.07%
17 Sep 2023 - 18 Sep 2023
2.07%
16 Sep 2023 - 17 Sep 2023
2.07%
15 Sep 2023 - 16 Sep 2023
2.07%
14 Sep 2023 - 15 Sep 2023
2.07%
13 Sep 2023 - 14 Sep 2023
2.07%
12 Sep 2023 - 13 Sep 2023
2.07%
11 Sep 2023 - 12 Sep 2023
2.07%
10 Sep 2023 - 11 Sep 2023
2.08%
09 Sep 2023 - 10 Sep 2023
2.08%
08 Sep 2023 - 09 Sep 2023
2.08%
07 Sep 2023 - 08 Sep 2023
2.08%
06 Sep 2023 - 07 Sep 2023
2.08%
05 Sep 2023 - 06 Sep 2023
2.08%
04 Sep 2023 - 05 Sep 2023
2.08%
03 Sep 2023 - 04 Sep 2023
2.08%
02 Sep 2023 - 03 Sep 2023
2.08%
01 Sep 2023 - 02 Sep 2023
2.08%
31 Aug 2023 - 01 Sep 2023
2.08%
31 Jul 2023 - 31 Aug 2023
2.05%
30 Jun 2023 - 31 Jul 2023
2.06%
31 May 2023 - 30 Jun 2023
2.00%
30 Apr 2023 - 31 May 2023
1.99%
31 Mar 2023 - 30 Apr 2023
2.00%
28 Feb 2023 - 31 Mar 2023
2.09%
31 Jan 2023 - 28 Feb 2023
2.05%
31 Dec 2022 - 31 Jan 2023
2.05%
30 Nov 2022 - 31 Dec 2022
2.04%
30 Nov 2022 - 30 Nov 2022
2.04%
31 Oct 2022 - 30 Nov 2022
2.03%
31 Oct 2022 - 31 Oct 2022
2.03%
31 Oct 2022 - 31 Oct 2022
2.03%
30 Sep 2022 - 31 Oct 2022
2.04%
30 Sep 2022 - 30 Sep 2022
2.04%
30 Sep 2022 - 30 Sep 2022
2.04%
31 Aug 2022 - 30 Sep 2022
2.06%
31 Aug 2022 - 31 Aug 2022
2.06%
31 Jul 2022 - 31 Aug 2022
2.07%
31 Jul 2022 - 31 Jul 2022
2.07%
30 Jun 2022 - 31 Jul 2022
2.10%
30 Jun 2022 - 30 Jun 2022
2.10%
31 May 2022 - 30 Jun 2022
2.03%
31 May 2022 - 31 May 2022
2.03%
30 Apr 2022 - 31 May 2022
2.18%
30 Apr 2022 - 30 Apr 2022
2.18%
31 Mar 2022 - 30 Apr 2022
2.11%
31 Mar 2022 - 31 Mar 2022
2.11%
28 Feb 2022 - 31 Mar 2022
2.12%
28 Feb 2022 - 28 Feb 2022
2.12%
31 Jan 2022 - 28 Feb 2022
2.16%
31 Dec 2021 - 31 Jan 2022
2.18%
30 Nov 2021 - 31 Dec 2021
2.13%
31 Oct 2021 - 30 Nov 2021
2.30%
30 Sep 2021 - 31 Oct 2021
2.33%
31 Aug 2021 - 30 Sep 2021
2.15%
31 Jul 2021 - 31 Aug 2021
2.19%
30 Jun 2021 - 31 Jul 2021
2.24%
31 May 2021 - 30 Jun 2021
2.24%
30 Apr 2021 - 31 May 2021
2.20%
31 Mar 2021 - 30 Apr 2021
2.10%
28 Feb 2021 - 31 Mar 2021
2.21%
31 Jan 2021 - 28 Feb 2021
2.15%
31 Dec 2020 - 31 Jan 2021
2.15%
30 Nov 2020 - 31 Dec 2020
2.19%
31 Oct 2020 - 30 Nov 2020
2.14%
30 Sep 2020 - 31 Oct 2020
2.08%
31 Aug 2020 - 30 Sep 2020
2.14%
31 Jul 2020 - 31 Aug 2020
2.14%
30 Jun 2020 - 31 Jul 2020
2.13%
31 May 2020 - 30 Jun 2020
2.12%
30 Apr 2020 - 31 May 2020
2.08%
31 Mar 2020 - 30 Apr 2020
1.66%
29 Feb 2020 - 31 Mar 2020
2.03%
31 Jan 2020 - 29 Feb 2020
2.03%
31 Dec 2019 - 31 Jan 2020
2.03%
30 Nov 2019 - 31 Dec 2019
2.01%
31 Oct 2019 - 30 Nov 2019
1.98%
30 Sep 2019 - 31 Oct 2019
2.20%
31 Aug 2019 - 30 Sep 2019
2.20%
31 Jul 2019 - 31 Aug 2019
2.20%
30 Jun 2019 - 31 Jul 2019
2.28%
31 May 2019 - 30 Jun 2019
2.24%
30 Apr 2019 - 31 May 2019
2.26%
31 Mar 2019 - 30 Apr 2019
2.00%
28 Feb 2019 - 31 Mar 2019
2.25%
31 Jan 2019 - 28 Feb 2019
2.31%
31 Dec 2018 - 31 Jan 2019
2.31%
30 Nov 2018 - 31 Dec 2018
2.29%
31 Oct 2018 - 30 Nov 2018
2.29%
30 Sep 2018 - 31 Oct 2018
2.54%
31 Aug 2018 - 30 Sep 2018
2.54%
31 Jul 2018 - 31 Aug 2018
2.53%
30 Jun 2018 - 31 Jul 2018
2.38%
31 May 2018 - 30 Jun 2018
2.06%
30 Apr 2018 - 31 May 2018
2.06%
31 Mar 2018 - 30 Apr 2018
2.07%
28 Feb 2018 - 31 Mar 2018
2.07%
31 Jan 2018 - 28 Feb 2018
2.07%
31 Dec 2017 - 31 Jan 2018
2.07%
30 Nov 2017 - 31 Dec 2017
2.07%
31 Oct 2017 - 30 Nov 2017
2.07%
Expense ratio, exit load and taxExpense ratio: 2.09%Inclusive of GST
Exit loadFor units in excess of 10% of the investment,1% will be charged for redemption within 12 months
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year. 
Understand terms
Check past data
Minimum investment amountsMin. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported
Fund managementR Sivakumar
Jul 2017 - Present
View details
Education
Mr. Sivakumar is a B.Tech from IIT Madras and MBA from IIM Ahmedabad.
Experience
Prior to joining Axis AMC he has worked with BNP Paribas Mutual Fund, Sundaram Mutual Fund (2001-2004), HDFC Mutual Fund and ITC Threadneedle.
Also manages these schemes
Axis Dynamic Bond Direct Fund Growth
Axis Multi Asset Allocation Direct Plan Growth
Axis Equity Saver Fund Direct Growth
Axis Children's Gift Fund Direct Compulsory Lock In Growth
Axis Children's Gift Fund Direct No Lock In Growth
Axis Balanced Advantage Fund Direct Growth
Axis Equity Hybrid Fund Direct Growth
Axis Retirement Savings Fund Aggressive Plan Direct Growth
Axis Retirement Savings Fund Dynamic Plan Direct Growth
Axis Retirement Savings Fund Conservative Plan Direct Growth
Axis All Seasons Debt FoF Direct Growth
Axis Global Equity Alpha FoF Direct Growth
Ashish Naik
Mar 2023 - Present
View details
Education
Mr. Naik is a B.E from Mumbai University and MBA from XLRI, Jamshedpur.
Experience
Prior to joining Axis Mutual Fund he was associated with organizations such as Goldman Sachs and has over 7 years of experience as an Equity Analyst.
Also manages these schemes
Axis Bluechip Fund Direct Plan Growth
Axis Regular Saver Fund Direct Growth
Axis Long Term Equity Direct Plan Growth
Axis Multi Asset Allocation Direct Plan Growth
Axis Hybrid Fund Series 5 Direct Growth
Axis Hybrid Fund Series 6 Direct Growth
Axis Arbitrage Fund Direct Growth
Axis Children's Gift Fund Direct Compulsory Lock In Growth
Axis Children's Gift Fund Direct No Lock In Growth
Axis Hybrid Fund Series 30 Direct Growth
Axis Hybrid Fund Series 32 Direct Growth
Axis Balanced Advantage Fund Direct Growth
Axis Capital Builder Fund Series 1 (1540 Days) Direct Growth
Axis Equity Hybrid Fund Direct Growth
Axis Nifty 100 Index Fund Direct Growth
Axis Special Situations Fund Direct Growth
Axis Quant Fund Direct Growth
Axis Business Cycles Fund Direct Growth
Hardik Shah
Jan 2022 - Present
View details
Education
Mr. Shah has done B.E. Information Technology and MBA Finance.
Experience
Prior to joining Axis Mutual Fund, he has worked with Nippon India Mutual Fund, Quantum Asset Management Company and ICAP India (P) Ltd.
Also manages these schemes
Nippon India Gilt Securities Fund Direct Growth
Nippon India Gilt Securities Fund Direct Defined Maturity Date Growth
Nippon India Dynamic Bond Fund Direct Growth
Axis Banking & PSU Debt Direct Plan Growth
Axis Multi Asset Allocation Direct Plan Growth
Nippon India Banking & PSU Debt Fund Direct Growth
Axis Equity Saver Fund Direct Growth
Axis Children's Gift Fund Direct Compulsory Lock In Growth
Axis Children's Gift Fund Direct No Lock In Growth
Axis Corporate Debt Fund Direct Growth
Axis Balanced Advantage Fund Direct Growth
Nippon India Nivesh Lakshya Fund Direct Growth
Axis Floater Fund Direct Growth
Axis CRISIL IBX SDL May 2027 Index Fund Direct Growth
Axis Long Duration Fund Direct Growth
Axis CRISIL IBX 50:50 Gilt Plus SDL Jun 2028 Index Fund Direct Growth
Jayesh Sundar
Sep 2023 - Present
View details
Education
Mr. Sundar is a Chartered Accountant
Also manages these schemes
Axis Regular Saver Fund Direct Growth
Axis Multi Asset Allocation Direct Plan Growth
Axis Equity Saver Fund Direct Growth
Axis Children's Gift Fund Direct Compulsory Lock In Growth
Axis Children's Gift Fund Direct No Lock In Growth
Axis Balanced Advantage Fund Direct Growth
Axis Equity Hybrid Fund Direct Growth
Fund house & investment objective
Axis Mutual Fund
Rank (total assets)#7 in India
Total AUM₹2,53,477.47Cr
Date of Incorporation04 Sep 2009
 Axis Balanced Advantage Fund Regular IDCW is a Hybrid Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 04 Sep 2009. R Sivakumar, Ashwin Patni, Anupam Tiwari is the Current Fund Manager of Axis Balanced Advantage Fund Regular IDCW fund. The fund currently has an Asset Under Management(AUM) of ₹2,53,477 Cr and the Latest NAV as of 29 Nov 2023 is ₹12.28.
The Axis Balanced Advantage Fund Regular IDCW is rated Very High risk. Minimum SIP Investment is set to ₹100. For units in excess of 10% of the investment,1% will be charged for redemption within 12 months
;
Investment ObjectiveThe 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
Scheme Information Document(SID)
Fund house contact details
Address
"Axis House" - 1st Floor,C-2 - Wadia International Centre,Pandurang Budhkar Marg , Worli, Mumbai 400025
Phone
022-24255161
Launch Date
04 Sep 2009
E-mail
NA
Website
www.axismf.com
Axis Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]
Website
www.karvymfs.com
Compare funds
Axis Balanced Advantage Fund Regular IDCW
VS
Add mutual fund to compare

	1Y	3Y	5Y	All
Fund returns	10.3%	10.1%	8.8%	7.9%
Category average	11.6%	11.5%	10.6%	NA
Rank with in category	15	15	15	NA

Name	Sector	Instrument	Assets
ICICI Bank Ltd.	Financial	Equity	6.7%
HDFC Bank Ltd.	Financial	Equity	5.6%
Bajaj Finance Ltd.	Financial	Equity	4.6%
Infosys Ltd.	Technology	Equity	4.4%
Ambuja Cements Ltd.	Construction	Equity	3.6%
Reliance Industries Ltd.	Energy	Equity	3.5%
Cholamandalam Investment and Finance Company Ltd.	Financial	Equity	2.8%
Sun Pharmaceutical Industries Ltd.	Healthcare	Equity	2.8%
Ultratech Cement Ltd.	Construction	Equity	2.7%
Larsen & Toubro Ltd.	Construction	Equity	2.6%

Rank (total assets)	#7 in India
Total AUM	₹2,53,477.47Cr

Date of Incorporation	04 Sep 2009

Fund benchmark	NIFTY 50 Hybrid Composite debt 50:50 Index

Vaishnavi Tech Park, 3rd & 4th Floor
Sarjapur Main Road, Bellandur
Bengaluru – 560103
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Min. for 1st investment	Not Supported
Min. for 2nd investment onwards	Not Supported

Rating	2
Fund size	₹1,906.56Cr

Axis Balanced Advantage Fund Regular IDCW

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Holdings (65)

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 2.09%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

R SivakumarJul 2017 - PresentView details

Ashish NaikMar 2023 - PresentView details

Hardik ShahJan 2022 - PresentView details

Jayesh SundarSep 2023 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

R Sivakumar
Jul 2017 - Present
View details

Ashish Naik
Mar 2023 - Present
View details

Hardik Shah
Jan 2022 - Present
View details

Jayesh Sundar
Sep 2023 - Present
View details