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HYBRID•DYNAMIC ASSET ALLOCATION OR BALANCED ADVANTAGE

Axis Balanced Advantage Fund Direct Plan IDCW Reinvestment

3 Year return

16.04%
NAV on December 29, 2025
15.19
1D Returns
-0.03%
Launched on July 2017(8 years)

Investment Details

₹100
Minimum SIP Amount
₹100
Minimum one time investment
Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

₹
Your Investment₹3,600
Gain
29.06%₹1,046
Total Value ₹4,646

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹3,810.49 Cr.
Expense Ratio
0.74% (inclusive of GST)
Exit Load
If redeemed/swich out within 12 months from the date of allotment, - For 10% of investments : Nil - For remaining investments : 1% NIL - If redeemed/switch out after 12 months from the date of allotment.

Ratings

ARQ Rating
2

Ratings by other agencies

Value Research
3
Crisil
0
Morning Star
5

Tax Implications

Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year

Axis Mutual Fund Manager

DS

Devang Shah

Fund Manager since Nov 2012

HS

Hardik Shah

Fund Manager since Jan 2022

JS

Jayesh Sundar

Fund Manager since Jan 2024

Fund House Details

Axis Mutual Fund

Axis Mutual Fund

Asset management company

AUM
₹3,54,362.32 Cr.
No. of Schemes
276
Setup Date
January 2009

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
HDFC Balanced Advantage Fund18.9558%
4
Baroda BNP Paribas Balanced Advantage Fund15.774%
3
ICICI Prudential Balanced Advantage Fund14.4309%
5

Schemes by Axis Mutual Fund

List of mutual fund schemes by AMC

Funds
3 Years Returns
Axis Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

Axis Aggressive Hybrid Fund Direct Plan Growth
12.8414%
Axis Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

Axis Aggressive Hybrid Fund Direct Plan Monthly IDCW Payout
12.8467%
Axis Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

Axis Aggressive Hybrid Fund Direct Plan Monthly IDCW Reinvestment
12.8467%
Axis Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

Axis Aggressive Hybrid Fund Direct Plan Quarterly IDCW Payout
12.1678%
Axis Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

Axis Aggressive Hybrid Fund Direct Plan Quarterly IDCW Reinvestment
12.1678%

About Axis Balanced Advantage Fund Direct Plan IDCW Reinvestment

Axis Balanced Advantage Fund Direct Plan IDCW Reinvestment is a mutual fund managed by Axis Mutual Fund. The Axis Balanced Advantage Fund falls under the "Hybrid-Balanced Advantage" category. This category indicates that the fund aims to dynamically manage its asset allocation between equity and debt instruments based on market conditions. The Axis Balanced Advantage Fund is an open-ended fund, allowing you to buy and redeem units on any business day. The expense ratio of the fund is lower than the category average. This means that the fund charges lower fees to investors, which can impact their returns over the long term.

Investment Objectives of the Scheme

The fund's primary objective is to provide capital appreciation and generate income over the medium to long term by investing in a diversified portfolio of equity and debt instruments. The fund manager uses a dynamic asset allocation strategy to capitalize on market opportunities while managing risks.

Key Features of The Fund

5-year return
13.1647%
Expense Ratio
0.74%
Fund Manager
Devang Shah
Fund Size
₹3810.49 Cr.
Risk Profile
Very High

Is This Scheme Right for Me?

This fund could be suitable for investors looking for a balanced approach that adapts to changing market conditions. If you desire a portfolio that combines the potential for equity growth with the stability of debt investments, the Axis Balanced Advantage Fund might align well with your investment strategy. It's particularly relevant for investors seeking a dynamically managed asset allocation.

AMC Contact Details

NameAxis Mutual Fund
Launch DateJanuary 2009
AddressAxis House, First Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai - 400025
Contact8108622211
Emailcustomerservice@axismf.com
Websitehttps://www.axismf.com/
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

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FAQs

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Axis Balanced Advantage Fund Direct Plan IDCW Reinvestment on December 29, 2025, is ₹15.19
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Axis Balanced Advantage Fund Direct Plan IDCW Reinvestment, is ₹3810.49 crore.
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of Axis Balanced Advantage Fund Direct Plan IDCW Reinvestment is 0.74%
The Axis Balanced Advantage Fund Direct Plan IDCW Reinvestment was launched on July 11, 2017. The fund has delivered a CAGR of undefined since inception.
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Axis Balanced Advantage Fund Direct Plan IDCW Reinvestment is ₹100.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹4,646 in 3Y at 16.0406% returns
SIP Date1st of every month

Your next SIP Payment will be on 30 January 2026

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