Axis Balanced Advantage Fund - Regular Plan - IDCW

NAV

13.47

-0.1 (-0.7424 %)

26-08-2025

CAGR Since Inception

8.96 %

NIFTY 50 Hybrid Composite debt 50:50 Index

11.41 %

Funds Manager

Mr. Jayesh Sundar, Mr. Devang Shah, Mr. Hardik Shah

PORTFOLIO ANALYSIS of Axis Balanced Advantage Fund - Regular Plan - IDCW

Top 10 Stocks in portfolio (%)

Top 10 Sectors in portfolio (%)

Key Performance and Risk Statistics of Axis Balanced Advantage Fund - Regular Plan - IDCW

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Axis Balanced Advantage Fund - Regular Plan - IDCW 7.39 0.91 2.02 0.6 7.73 16.14
Hybrid: Dynamic Asset Allocation - - - - - -