
Axis Balanced Advantage Fund(G)-Direct Plan
+10.84%
5Y annualised
+10.84%
5Y annualised
+0.75% 1D
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Buy, Hold or Sell?
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NAV : 27 Jul 2026
₹24.16
Min. SIP amount
₹100
Fund size (AUM)
3814 Cr
Expense ratio
0.74%
Launched on
01 Aug 2017
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 27 Jul 2026
₹24.16
Min. SIP amount
₹100
Fund size (AUM)
3814 Cr
Expense ratio
0.74%
Launched on
01 Aug 2017
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
62.32%
Mid Cap
7.61%
Small Cap
4.82%
Others
64.35%
Sector Allocation
Bank
31.91%
Corporate Debt
13.29%
Cash & Cash Equivalents And Net Assets
12.32%
Government Securities
4.61%
Automobile & Ancillaries
4.19%
It
3.89%
Crude Oil
3.57%
Healthcare
3.38%
Others
19.40%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
Nil for 10% of investments and 1% for remaining investments on or before 12M, Nil after 12M
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Jayesh Sundar
Present
Devang Shah
Present
Hardik Shah
Present
Similar/Peer Fund Comparison
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360 ONE Balanced Hybrid Fund(G)-Direct Plan
FAQs
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