Axis Balanced Advantage Fund - Regular Plan - Growth
Beginner-friendly💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Delivered positive returns in 100% of 3-year investment horizons.
- Strong capital defense: downside capture of 49% limits losses during market corrections.
- Generated +2.9% annualized alpha (excess return) over its benchmark.
- Cost-efficient: expense ratio of 2.18% is lower than category median (2.4%).
- Equities carry market risk; returns fluctuate and recommended investment horizon is 5+ years.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|---|---|---|
| 1 Month | +6.73% | +5.51% | +1.22% |
| 3 Months | +2.02% | +1.29% | +0.73% |
| 6 Months | +5.51% | +5.25% | +0.26% |
| 1 Year | +3.11% | +2.38% | +0.73% |
| 3 Years CAGR | +11.80% | +9.06% | +2.74% |
| 5 Years CAGR | +8.85% | +7.86% | +0.99% |
| 7 Years CAGR | +10.17% | +9.53% | +0.64% |
| Since Inception | +8.91% | - | - |
📈 Monthly SIP vs Bank Fixed Deposit (FD) Replay
See how a regular monthly SIP in Axis Balanced Advantage Fund compares against a standard 7.0% p.a. Bank Fixed Deposit.
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | +2.45% | +1.91% | +0.54% |
| 2025 | +6.96% | +5.68% | +1.28% |
| 2024 | +17.52% | +12.82% | +4.70% |
| 2023 | +19.97% | +18.07% | +1.90% |
| 2022 | -0.42% | +2.58% | -3.00% |
| 2021 | +15.72% | +13.27% | +2.45% |
| 2020 | +10.06% | +13.64% | -3.58% |
| 2019 | +5.89% | +8.79% | -2.90% |
| 2018 | +2.69% | +1.01% | +1.68% |
Daily Rolling Returns Summary
| Rolling Window | Minimum | Average | Median | Maximum | % Positive | % Beating Proxy |
|---|---|---|---|---|---|---|
| 1-Year Rolling | -10.53% | +9.44% | +6.85% | +32.55% | 88.7% | 38.0% |
| 3-Year Rolling | +3.13% | +10.61% | +11.29% | +16.52% | 100.0% | 25.7% |
| 5-Year Rolling | +6.05% | +10.24% | +10.41% | +15.69% | 100.0% | 9.1% |
Risk Profile & Deepest Drawdowns
Deepest Market Corrections (Depth >= 10%)
| Peak Date | Trough Date | Fall Depth | Months to Bottom | Recovery Period |
|---|---|---|---|---|
| 2020-02-13 | 2020-03-23 | -17.3% | 1 months | 7 months |
| 2022-01-17 | 2022-06-17 | -10.2% | 5 months | 5 months |
Portfolio & Asset Allocation
Statutory Asset Allocation Mandate (SEBI / SID)
| Instrument Category | Permitted Allocation Range |
|---|---|
| Equity and Equity related securities - (0%-100%),Debt & Money Market Instruments - (0%-100%),Units issued by InvITs - (0%-10%) | Per Scheme Mandate |
Investment Objective & Strategy
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. There is no assurance that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.
ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.
Fund Size Position
Currently managing Rs 3,833 cr (AMFI Daily Fund AUM as of 2026-11-11). Positioned as comfortable relative to Balanced Advantage schemes.
Fund Management
Cost & Capital Gains Taxation
From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.
Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.
Closest Balanced Advantage Peers by Rank
| Scheme | Score | 3Y Return | Expense | Downside | Fund Size | Compare |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Balanced Advantage Fund | 6.4 | +11.99% | 1.96% | 45.4% | Rs 10,413 cr | Compare → |
| WhiteOak Capital Balanced Advantage Fund | 7.3 | +11.06% | 2.23% | 50.2% | Rs 2,364 cr | Compare → |
| DSP Dynamic Asset Allocation Fund | 6.1 | +10.81% | 2.26% | 31.5% | Rs 3,892 cr | Compare → |
| Baroda BNP Paribas Balanced Advantage Fund | 6.9 | +11.91% | 2.03% | 60.6% | Rs 5,503 cr | Compare → |
| Edelweiss Balanced Advantage Fund | 6.4 | +10.89% | 1.91% | 53.3% | Rs 13,694 cr | Compare → |
Frequently Asked Questions about Axis Balanced Advantage Fund
What is the expense ratio of Axis Balanced Advantage Fund?
Axis Balanced Advantage Fund has a total expense ratio (TER) of 2.18% with a base expense ratio of 1.64%, compared to the Balanced Advantage category median of 2.40%.
Who manages Axis Balanced Advantage Fund?
Axis Balanced Advantage Fund is managed by Jayesh Sundar (tenure: 3.1 years since 2023-09-28).
What are the historical returns of Axis Balanced Advantage Fund?
Axis Balanced Advantage Fund delivered a 3-year CAGR of 11.8% and a 5-year CAGR of 8.85%. Its 1-year return stands at +3.11%.
How large is Axis Balanced Advantage Fund?
Axis Balanced Advantage Fund manages assets of Rs 3,833 cr, placing it in the 'comfortable' size band relative to Balanced Advantage peers.
How is Axis Balanced Advantage Fund scored on MFIQ?
Axis Balanced Advantage Fund holds an MFIQ Score of 6.6/10 (Average), based on a category percentile composite across returns, risk, consistency, and cost.
How risky is Axis Balanced Advantage Fund?
Axis Balanced Advantage Fund has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is 8.19% with a maximum historical drawdown of -17.25%.