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

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

20.870 (0.385%)

NAV on October 01, 2025

Category Allocation:
Dynamic Asset Allocation

Total Assets 3,489 cr

Turnover Ratio 209.47%

Expense Ratio 1.92%

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 about 2 years)

ISIN INF846K01A52

Fund Family Axis

P/E Ratio 21.78

P/B Ratio 3.31

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 1.278

Sharpe 0.758

Std Dev 7.639

Risk Average

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
ICICI Prudential Balanced Advantage Fund Direct Plan Growth	83.810	5.69%	65,711 cr	0.86%	Low
Aditya Birla Sun Life Balanced Advantage Fund Direct Plan Growth Option	120.740	2.87%	8,208 cr	0.68%	Average
Baroda BNP Paribas Balanced Advantage Fund Direct Growth	26.513	2.24%	4,332 cr	0.74%	Above Average
HDFC Balanced Advantage Fund Direct Plan Growth Option	560.737	1.26%	101,080 cr	0.72%	Above Average
Mahindra Manulife Balanced Advantage Fund Direct Growth	15.329	0.62%	907 cr	0.55%	Above Average
Edelweiss Balanced Advantage Fund Direct Plan Growth	57.970	-0.43%	12,725 cr	0.52%	Above Average