AXIS BALANCED ADVANTAGE FUND REGULAR PLAN IDCW REINVESTMENT
12.54
0.06
as on 27-Mar-2024
HYBRID
| DYNAMIC ASSET ALLOCATION
28.84
1 YEAR RETURNS
12.43
3 YEAR RETURNS
10.55
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 -QUARTERLY IDCW REINVESTMENT | 5 | 20.18 | 26.55 | 13.12 | 14.23 | Buy |
EDELWEISS BALANCED ADVANTAGE FUND-REGULAR PLAN MONTHLY IDCW REINVESTMENT | 5 | 21.93 | 26.55 | 13.12 | 14.23 | Buy |
ADITYA BIRLA SUN LIFE BALANCED ADVANTAGE FUND - IDCW REINVESTMENT | 5 | 24.87 | 22.35 | 11.56 | 11.44 | Buy |
DSP DYNAMIC ASSET ALLOCATION FUND - REGULAR PLAN - MONTHLY - IDCW REINVESTMENT | 5 | 12.88 | 20.73 | 8.35 | 9.31 | Buy |
DSP DYNAMIC ASSET ALLOCATION FUND - REGULAR PLAN - MONTHLY - IDCW REINVESTMENT | 5 | 12.88 | 20.73 | 8.35 | 9.31 | 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 |