AXIS BALANCED ADVANTAGE FUND-REG(G)

Product name Return type 1 yr(%) 3 yr(%) 5 yr(%)

AXIS BALANCED ADVANTAGE FUND-REG(G)

market linked 23.99 % 12.15 % -

BenchMark : NIFTY 50 Hybrid Composite Debt 50:50 Index

BenchMark Return - - -

Value of Rs. 1,00,000 Invested

current value 123990 141058 -
scheme 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.
Category Mutual Fund>Equity>
Fund Type Open Ended
Fund Manager Anupam Tiwari
Minimum Amount for Lumpsum Investment (Rs.) 5000
Minimum Amount for SIP Investment (Rs.)
Nav Date 25/10/2021
Nav 14.45
AUM (Cr.) 1542.18
AUM Date 30/09/2021
Expense Ratio Currently 2
Expense Ratio Date Currently 29/09/2020
Modified Duration(Yrs) -
Modified Duration Date(Yrs) -
YTM -
YTM Date -
Entry Load Nil
Exit Load Nil for 10% of investments and 1% for remaining investments on or before 12M, Nil after 12M
Tax Treatment of Income
Tax Benefit on Investment
Withdrawal Anytime
Pros
Cons
Risk Factor All investments in mutual funds are subject to market risks and the NAV of the schemes may go up or down depending upon the factors and forces affecting the securities market and there can be no assurance that the fund's objectives will be achieved. Past performance of the Fund does not indicate the future performance of the Schemes of the Fund.
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