Item: Axis Balanced Advantage Fund Regular Growth
Rating: 3
Author: Morningstar

Home › Mutual Funds › Axis Mutual Fund › Axis Balanced Advantage Fund Regular Growth

20.950 (0.287%)

NAV on September 10, 2025

Category Allocation:
Dynamic Asset Allocation

Total Assets 3,489 cr

Turnover Ratio 209.47%

Expense Ratio 1.93%

Exit Load 1.00%if redeemed within
12 Months0.00%if redeemed after 12 Months

Returns

Min Investment 100

Fund Manager Devang Shah (Since over 1 year) Hardik Shah (Since over 3 years) Jayesh Sundar (Since almost 2 years)

ISIN INF846K01A52

Fund Family Axis

P/E Ratio 21.98

P/B Ratio 3.30

Launch Date August 01, 2017

Benchmark

Nifty 50 TR INR

Nifty Composite Debt Index TR INR

vs Nifty 50 TR INR Nifty Composite Debt Index TR INR

Alpha -

Beta -

R-Squared -

Info Ratio -

Tracking Err -

Sortino 1.281

Sharpe 0.759

Std Dev 7.639

Risk Average

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
ICICI Prudential Balanced Advantage Fund Direct Plan Growth	83.750	6.91%	65,711 cr	0.86%	Low
Aditya Birla Sun Life Balanced Advantage Fund Direct Plan Growth Option	121.390	5.55%	8,208 cr	0.68%	Average
Baroda BNP Paribas Balanced Advantage Fund Direct Growth	26.523	3.74%	4,332 cr	0.74%	Above Average
Mahindra Manulife Balanced Advantage Fund Direct Growth	15.442	2.88%	923 cr	0.54%	Above Average
HDFC Balanced Advantage Fund Direct Plan Growth Option	558.154	2.02%	101,773 cr	0.74%	Above Average
Edelweiss Balanced Advantage Fund Direct Plan Growth	57.820	1.37%	12,792 cr	0.52%	Above Average