Axis Balanced Advantage Fund Direct Pyt of Inc Dis cum Cap Wdrl
AllocationDynamic Asset Allocation
15.15
0.05(0.33%)
NAV as on 12 Dec, 2025
CAGR
17.55%
- AUM (Crs.)3,810.49
- Expense Ratio0.74 %
- Sharpe Ratio / Category Average1.19 / 0.73
- Standard Deviation / Category Average8.48 / 7.69
- Beta / Category Average1.06 / 1.03
- Portfolio Turnover / Category Average209.47 / 169.15
- Top 5 Stocks Wt.30.36
- Top 10 Stocks Wt.44.79
- Top 3 Sectors Wt.38.07
- Investment StyleLarge Growth
- Morningstar Rating
Portfolio
Asset Allocation
Weightage by Market Cap
Concentration
- No. of Stocks--
- Avg. Market Cap--
- Top 10 Stocks--
- Top 5 Stocks--
- Top 3 Sectors--
View Holdings
Fundamentals
| Measures | Fund | Category Average |
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Risk Metrics
Peers
1Y3Y5Y10Y
| Mutual Fund | AUM (cr.) | 3YReturns |
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Holdings
Stocks
Sector
About
- Fund Manager(s)Check HistoryHardik Shah, Jayesh Sundar, Devang Shah
- Launch Date01 Aug, 2017
- BenchmarkS&P BSE 500
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.
Riskometer
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