Analytics, not advice. Rankings and scores describe past performance and are not recommendations.
Axis Balanced Advantage Fund - Regular Plan - IDCW
Axis Mutual Fund · Managed by Devang Shah; Hardik Shah; Jayesh Sundar
A daily percentile of this fund’s past performance within its SEBI category — analytics, not advice, and not a prediction or recommendation.
- Fund manager
- Devang Shah; Hardik Shah; Jayesh Sundar
- Riskometer
- Moderately High Risk
- Type
- Open Ended
- Portfolio turnover
- —
- Volatility (3Y)
- 8.2%
- Rating (external)
- ★★★★☆as of 30 Jun 2026
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.
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