HybridDynamic Asset Allocation or Balanced AdvantageDirect · Growth
Axis Balanced Advantage Fund - Direct Plan - Growth
Axis · Scheme 141642
₹24.54▼ 0.41%NAV · 2026-08-05
Decent FundScore
AUM
—
Expense ratio
—
3Y CAGR
13.2%
Risk (SEBI)
—
Min SIP
—
Benchmark
—
NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +1.36% |
| 3 Months | +3.68% |
| 6 Months | +1.91% |
| 1 Year | +5.91% |
| 3 Years (CAGR) | +13.24% |
| 5 Years (CAGR) | +10.88% |
| 10 Years (CAGR) | — |
| Since Launch | +10.41% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns53
Consistency80
Risk-adjusted38
Downside protection88
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ 3Y CAGR: +13.2%
- ✓ 3Y CAGR vs category: +2.2% vs category avg
- ✓ Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓ Return stability: rolling-return std 2.9%
- ✓ Volatility: 8% annualised
What to watch
- • 1Y return: +5.9%
- • Sharpe ratio: 0.48
- • Sortino ratio: 0.58
Risk metrics
Sharpe ratio
0.48
Sortino ratio
0.58
Volatility
8.24%
Max drawdown
-17.16%
Downside capture
—
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.