AXIS BALANCED ADVANTAGE FUND REGULAR PLAN IDCW PAYOUT
12.71
-0.01
as on 30-Apr-2024
HYBRID
| DYNAMIC ASSET ALLOCATION
25.78
1 YEAR RETURNS
12.52
3 YEAR RETURNS
10.6
5 YEAR RETURNS
500.0
Minimum Investment100.0
Minimum SIP Investment100.0
Additional PurchaseOption Type
| AXIS BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Buy |
Three Year NAV
Peer Comparison
| Peer Mutual Fund | Fundexpert Rating | Current Nav | 1yr Return | 3yr Return | 5yr Return | |
|---|---|---|---|---|---|---|
| EDELWEISS BALANCED ADVANTAGE FUND-REGULAR PLAN MONTHLY IDCW PAYOUT | 5 | 22.56 | 26.37 | 13.68 | 14.66 | Buy |
| EDELWEISS BALANCED ADVANTAGE FUND - QUARTERLY IDCW PAYOUT | 5 | 20.91 | 26.37 | 13.68 | 14.66 | Buy |
| ADITYA BIRLA SUN LIFE BALANCED ADVANTAGE FUND - IDCW PAYOUT | 5 | 25.47 | 21.31 | 11.81 | 11.96 | Buy |
| ADITYA BIRLA SUN LIFE BALANCED ADVANTAGE FUND - IDCW PAYOUT | 5 | 25.47 | 21.31 | 11.81 | 11.96 | Buy |
| DSP DYNAMIC ASSET ALLOCATION FUND - REGULAR PLAN - IDCW MONTHLY PAYOUT | 5 | 13.2 | 19.6 | 8.89 | 9.78 | Buy |
Fund Portfolio
Top 5 Holdings
| S. No | Company | Net Assets |
|---|---|---|
| 1 | Net CA & Others | 32.71 |
| 2 | Mutual Fund - Indian | 9.2 |
| 3 | Reliance Industries Ltd | 8.39 |
| 4 | Housing Development Finance Corporation Ltd | 6.94 |
| 5 | Clearing Corporation of India Ltd | 6.06 |
Top 5 Sectors
| S. no | Sector Name | Net Assets |
|---|---|---|
| 1 | Miscellaneous | 49.8 |
| 2 | Finance & Investments | 8.83 |
| 3 | Banks | 8.41 |
| 4 | Banks - Private Sector | 8.34 |
| 5 | Finance - Housing | 8.02 |