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An open ended dynamic asset allocation fund

Worth of investments in last

This scheme1Lakh Investment Grown to
1.05 Lakh
₹ 10000 Monthly SIP Grown to
1.17 Lakh
Benchmark1Lakh Investment Grown to
1.05 Lakh
Disclaimer: Past performance may or may not be sustained in future. For performance in SEBI Format please refer performance section.
Investment Objective To achieve the dual objective of capital appreciation by investing in a portfolio of equity or equity linked securities and generating income through investments in debt and money market instruments. It also aims to manage risk through active asset allocation. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns. Fund Manager
Mr. R.Sivakumar
22 Years
Work Experience
See all schemes managed by R.Sivakumar >
Mr. Anupam Tiwari
13 Years
Work Experience
See all schemes managed by Anupam Tiwari >
Performance of Axis Balanced Advantage Fund - Regular Growth as of May 31, 2022
Current value of Rs.10,000 invested
Annualised(%)NIFTY 50 Hybrid Composite Debt 50:50 Index
Benchmark(%)
Nifty 50 TRI
Additional Benchmark(%)
Annualised(₹)NIFTY 50 Hybrid Composite Debt 50:50 Index
Benchmark(₹)
Nifty 50 TRI
Additional Benchmark(₹)
Since inception
01 Aug 2017
6.70% 9.87% 12.13% 13,680 15,759 17,392
5 Years - - - - - -
3 Years 6.82% 10.80% 13.03% 12,193 13,606 14,447
1 Years 4.59% 4.65% 7.90% 10,459 10,465 10,790

Disclaimer : Past performance may or may not be sustained in future. Different plans have different expense structure. Anupam Tiwari is managing the scheme since inception and he manages 5 schemes, Hardik Shah is managing the scheme since 31st January 2022 and he manages 5 schemes & R. Sivakumar is managing the scheme since inception and he manages 10 schemes of Axis Mutual Fund. Please refer to the link Leaflet for performance of all schemes managed by the fund manager. Returns greater than 1 year period are compounded annualised (CAGR). Face Value per unit : Rs. 10.


Top 5 issuers
Issuers % Of Net Assets
Issuers
Top 10 Issuers % Of Net Assets
Axis Bank Limited
7.30
ICICI Bank Limited
5.71
7.59% Karnatak SDL (MD 15/02/2027)
3.95
HDFC Bank Limited
3.88
Reliance Industries Limited
3.30
8.67% Karnataka SDL (MD 24/02/2026)
2.65
Infosys Limited
2.56
8.39% Rajasthan Uday BOND (MD 15/03/2025)
2.55
Avenue Supermarts Limited
2.26
Kotak Mahindra Bank Limited
1.93

Features

Dynamic AllocationEquity exposure is dynamically decided basis valuation and risk parameters
Downside ManagementLower equity exposure during high valuations helps manage downside and reduces overall volatility
Tax EfficiencyAttracts equity taxation as Gross Equity exposure is maintained above 65% at all times
Dynamic AllocationEquity exposure is dynamically decided basis valuation and risk parametersDownside ManagementLower equity exposure during high valuations helps manage downside and reduces overall volatilityTax EfficiencyAttracts equity taxation as Gross Equity exposure is maintained above 65% at all times

Benefits of investing in Axis Balanced Advantage Fund


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Dynamic Allocation

Invests in a mix of equity and debt instruments basis market conditions.

Dynamic Allocation
Portfolio Diversification
Eliminates hassle of timing the market
Efficient Taxation
Wealth creation
Limits downside
Dynamic Allocation

Invests in a mix of equity and debt instruments basis market conditions.

Portfolio Diversification

Offers diversification with a single product

Eliminates hassle of timing the market

No need for investors to time the market as portfolio is adjusted depending on market scenario.

Efficient Taxation

Allows you to avail equity taxation as gross equity exposure will be maintained above 65%

Wealth creation

Equity offers opportunity for capital appreciation

Limits downside

Higher debt allocation during high valuations helps cushion downside

FAQ

What is Axis Balanced Advantage Fund?

What is dynamic allocation?

What is the “Balanced Advantage” that the fund offers?

How will the equity allocation be decided?

What is the fund’s equity strategy?

What is the fund’s fixed income strategy?

Does the fund have a fixed frequency of rebalancing?

Does the fund use arbitrage?

How will the fund be taxed?

Which benchmark index does the scheme follow?

Who is the fund suitable for?

Who can invest?

Which additional modes of investment are available to invest in this fund? Investors can transact through the below modes.

What is the exit load on this fund?

How can I invest?

Regulatory & Product Info

Axis Balanced Advantage Fund
This product is suitable for investors who are seeking*:
  • Capital appreciation over long term
  • Investment predominantly in a portfolio of equity and equity related securities by following a value investment strategy.

 

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Riskometer
Axis Balanced Advantage Fund
Investor understand that their principal will be at High risk
NIFTY 50 Hybrid Composite Debt 50:50 Index
A Potential Risk Class matrix consists of parameters based on maximum interest rate risk (measured by Macaulay Duration (MD) of the scheme) and maximum credit risk (measured by Credit Risk Value (CRV) of the scheme).