Dynamic Asset Allocationregulargrowth
Axis Balanced Advantage Fund - Regular Plan - Growth
Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week—
1 Month—
3 Months—
6 Months—
1 Year—
3 Years (CAGR)—
5 Years (CAGR)—
10 Years (CAGR)—
Since Inception (Mar 2026)-1.23%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP—
3 Year SIP—
5 Year SIP—
Since Inception (Mar 2026)—
Fund Details
Fund HouseAxis Mutual Fund
CategoryDynamic Asset Allocation
Plan Typeregular
Optiongrowth
AUM₹3,799 Cr
Expense Ratio1.91%
Min SIP₹500
Min Lumpsum₹1,000
Launch Date27 Mar 2026
AMFI Code141644
Risk Metrics
—
Sharpe Ratio
—
Alpha
—
Beta
—
Sortino
—
Std Dev
—
Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Compare with Similar Funds
View all Dynamic Asset Allocation fundsInvestment Objective
Axis Balanced Advantage Fund - Regular Plan - Growth by Axis Mutual Fund is a Dynamic Asset Allocation fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Dynamic Asset Allocation category.
About This Fund
Axis Balanced Advantage Fund - Regular Plan - Growth is a Dynamic Asset Allocation mutual fund offered by Axis Mutual Fund. The fund has been operational for over 0 years. It manages assets worth ₹3,799 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 1.91%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations