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HybridDynamic Asset Allocation or Balanced AdvantageDirect · Growth

Axis Balanced Advantage Fund - Direct Plan - Growth

Axis · Scheme 141642

₹24.43▼ 0.20%NAV · 2026-09-18
65
Decent FundScore
Start SIP
AUM
₹3,859 cr
Expense ratio
1.06%
3Y CAGR
13.4%
Risk level
Moderately High
Min SIP
₹100
Benchmark
CRISIL Hybrid 50+50 - Moderate Index
Fund manager: R Sivakumar, Ashwin Patni, Anupam TiwariExit load: Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
Decent · 65/100

A solid option with a few areas worth a closer look.

🎯 A middle-ground option — some growth with a cushion, good for moderate risk appetite.

📈 Why it could do well

  • ✓Very consistent — delivers dependably across market cycles, ideal for SIPs.
  • ✓Protects capital well — worst-ever fall was only 17%.
  • ✓3Y CAGR: +13.4%
  • ✓Positive 3Y windows: 100% of rolling 3Y windows positive

📉 What could drag it down

  • •Weak risk-adjusted returns (Sharpe 0.47) — took on risk without enough payoff.
  • •1Y return: +5.1%
  • •Sharpe ratio: 0.47

FundScore breakdown

65/100 · Decent
How it works →
51
Returns
Average
81
Consistency
Excellent
38
Risk-adjusted
Weak
88
Downside protection
Excellent
71
Cost efficiency
Strong
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.