Item: Axis Balanced Advantage Fund Regular Pyt of Inc Dis cum Cap Wdrl
Rating: 4
Author: Morningstar

Home › Mutual Funds › Axis Mutual Fund › Axis Balanced Advantage Fund Regular Pyt of Inc Dis cum Cap Wdrl

13.900 (0.216%)

NAV on November 10, 2025

Category Allocation:
Dynamic Asset Allocation

Total Assets 3,591 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 almost 4 years) Jayesh Sundar (Since about 2 years)

ISIN INF846K01A60

Fund Family Axis

P/E Ratio 22.33

P/B Ratio 3.40

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 1.538

Sharpe 0.892

Std Dev 7.424

Risk Average

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
ICICI Prudential Balanced Advantage Fund Direct Plan Growth	85.310	10.36%	66,751 cr	0.86%	Low
Baroda BNP Paribas Balanced Advantage Fund Direct Growth	27.453	8.89%	4,362 cr	0.74%	High
Aditya Birla Sun Life Balanced Advantage Fund Direct Plan Growth Option	123.100	8.69%	8,371 cr	0.67%	Average
HDFC Balanced Advantage Fund Direct Plan Growth Option	573.590	6.32%	103,041 cr	0.74%	Above Average
Edelweiss Balanced Advantage Fund Direct Plan Growth	59.180	6.23%	12,899 cr	0.53%	Above Average
Mahindra Manulife Balanced Advantage Fund Direct Growth	15.752	6.19%	912 cr	0.52%	Above Average