Axis Balanced Advantage Fund Regular Growth
Medium
Risk
Other Schemes
Dynamic Asset Allocation
+
12.18
%
12.18
%
3Y annualised
+
0.22
%
0.22
%
1D
1M
6M
1Y
3Y
All
Fund size
1990
NAV:
Mar 7, 2024
18.07
Sector
Tech
Type
Other_schemes
Launched
Aug 2017
Min Investment
100
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
7.18% Govt Stock 2037
6.5
%
ICICI Bank Ltd
6.3
%
Reliance Industries Ltd
5.31
%
Infosys Ltd
4.92
%
HDFC Bank Ltd
4.11
%
Bajaj Finance Ltd
3.57
%
Larsen & Toubro Ltd
2.61
%
Sun Pharmaceuticals Industries Ltd
2.58
%
UltraTech Cement Ltd
2.03
%
Kaynes Technology India Ltd
1.99
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
Exit load of 1.0% if redeemed within 12.0 Months, 0.0 % if redeemed after 12.0 Months.
Tax implication
Returns 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.
Fund house & investment objective
Axis Balanced Advantage Fund Regular Growth
More details
Investment objective
To achieve the dual objective of capital appreciation by investing in a portfolio of equity or equity linked securities and generating income through investments in debt and money market instruments. It also aims to manage risk through active asset allocation. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
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* Returns are calculated as per lifetime average per annum returns of the fund.
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