Axis Balanced Advantage Fund - Direct Plan has delivered 59.35% absolute return over the last 5 years.
The average return for Dynamic Asset Allocation funds is 51.19% .
This fund ranks #6 in its category based on 5-year returns.
The largest portfolio holding is NET RECEIVABLES PAYABLES with a portfolio weight of 15.84% .
The fund currently owns more than 225 stocks.
The top 10 holdings account for 47.67% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 7.43% | 1.03% |
| 2 Year Return | 39.07% | 10.99% |
| 3 Year Return | 61.33% | 29.11% |
| 4 Year Return | 96.96% | 41.83% |
| 5 Year Return | 112.30% | 51.19% |
| 6 Year Return | 132.69% | 76.99% |
| 7 Year Return | N/A | 95.33% |
| Expense Ratio | 0.72% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 |
15.84%
|
||
| 2 | Financials |
5.97%
|
|
| 3 | Finance - Banks - Private Sector |
5.64%
|
|
| 4 | Energy |
4.62%
|
|
| 5 | Financials |
3.40%
|
|
| 6 | Consumer Discretionary |
2.88%
|
|
| 7 | Information Technology |
2.46%
|
|
| 8 | Communication Services |
2.41%
|
|
| 9 | Industrials |
2.28%
|
|
| 10 | Finance - Banks - Private Sector |
2.17%
|
|
| 11 | Health Care |
1.89%
|
|
| 12 | Health Care |
1.82%
|
AMC: AXIS
Category: Hybrid • Dynamic Asset Allocation
Launch Date: 11 Jul 2017
Fund Manager: Mr. Jayesh Sundar
Minimum Purchase: ₹100
Exit Load: If redeemed / switched-out within 12 months from the date of allotment, For 10% of investments: Nil. For remaining investments: 1%.If redeemed / switched - out after 12 months from the date of allotment: NiL.
Lock-in: 1
Risk: Moderate Risk
Axis Balanced Advantage Fund - Direct Plan is managed by AXIS and belongs to the Hybrid category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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