Balanced Fund Calculator

The Calculator helps investors view the historical performance of Axis Mutual Fund’s hybrid scheme. By selecting a scheme from the hybrid category, investors can see how an investment in the chosen fund has performed over time through lump sum or Systematic Investment Plan (SIP) investments.

Balanced funds invest in a combination of equity and debt instruments, aiming to balance growth potential with relative stability. This calculator provides illustrative performance-based insights to help investors understand past investment trends across Axis MF balanced schemes.

₹

SIP

Lumpsum

From

The total value of your investment would have become ₹0 i.e. CAGR of 0.00%

Disclaimer: The calculator alone is not sufficient and shouldn't be used for the development or implementation of an investment strategy. This tool is created to explain basic financial / investment related concepts to investors. The tool is created for helping the investor take an informed decision and is not an investment process in itself. Mutual Fund does not provide guaranteed returns. Investors are advised to seek professional advice from financial, tax and legal advisor before investing.

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Top Performing Funds to Start your SIP

DirectRegular

Fund Name	AUM(Cr)	Min Investment	This Fund / BenchmarkSI	Worth of Investment (₹ 10,000)SIP	Expense Ratio
Axis Nifty Energy Index Fund Index Newly Launched	99.61	₹ 100	N/A%/N/A%	N/A	9.38
Axis Multicap Fund Equity Popular Choice	11,984.67	₹ 100	17.46%/13.33%	9,06,856.75	1.02
Axis Nifty50 Equal Weight Index Fund Index Newly Launched	98.21	₹ 100	N/A%/N/A%	20,023.57	1.53
Axis Nifty Capital Markets Index Fund Index Newly Launched	125.01	₹ 100	N/A%/N/A%	39,854.82	0.88
Axis NIFTY 100 Index Fund Index	2,100.74	₹ 100	12.62%/12.93%	12,36,395.38	0.25
Axis Gold Fund FOF - Domestic	3,190.80	₹ 100	11.12%/12.64%	58,75,207.50	0.30
Axis Small Cap Fund Equity	31,448.32	₹ 100	22.84%/18.78%	65,58,138.50	0.71
Axis Value Fund Equity	1,879.94	₹ 100	17.31%/10.59%	9,55,329.50	0.93
AXIS SILVER FUND OF FUND FOF - Domestic	1,280.60	₹ 100	42.17%/43.94%	11,94,450.38	0.14
Axis Nifty 500 Index Fund Index	322.09	₹ 100	1.45%/1.72%	2,70,882.56	0.16
View All

Fund Name

SI Returns

N/A

Newly Launched

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17.46%

Popular Choice

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N/A

Newly Launched

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N/A

Newly Launched

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12.62%

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11.12%

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22.84%

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AUM as on 31-08-2026 | Expense Ratio as on 11-09-2026

Disclaimer: Returns are calculated on standard investment of Rs 10,000. Click on Scheme Name to know more about Scheme Details.
Past performance may or may not be sustained in future. Please consult your financial advisor before investing. Different plans have different expense structure.

Click here to see Returns in SEBI Format

What Is a Balanced Fund Calculator?

A Balanced Fund Calculator is an online tool that displays historical performance–based illustrations for Axis Mutual Fund’s hybrid scheme.
The calculator enables investors to:

Select a balanced (hybrid) scheme of Axis MF
View investment for lump sum and SIP modes
Understand how the selected scheme has performed over different periods

Benefits of Using the Balanced Fund Calculator

Scheme Performance Visibility
View historical performance of Axis MF hybrid Scheme in one place.
Supports SIP and Lump Sum Analysis
See performance illustrations for both investment modes.
No Return Assumptions Required
Results are based on scheme performance, not investor-entered data.
Easy Scheme Comparison
Helps compare performance trends across other hybrid fund - Arbitrage Fund, Aggressive Hybrid Fund, and more.
Informed Investment Evaluation
Useful for understanding past investment behaviour before investing.