Axis-Balanced-Advantage-Fund-Regular-Plan-Growth

NAV

20.73

0.1 (0.4824 %)

11-08-2025

CAGR Since Inception

9.42 %

NIFTY 50 Hybrid Composite debt 50:50 Index

11.41 %

Funds Manager

Mr. Jayesh Sundar, Mr. Devang Shah, Mr. Hardik Shah

Asset Allocation (%)

PORTFOLIO ANALYSIS of Axis-Balanced-Advantage-Fund-Regular-Plan-Growth

Top 10 Stocks in portfolio (%)

Top 10 Sectors in portfolio (%)

Key Performance and Risk Statistics of Axis-Balanced-Advantage-Fund-Regular-Plan-Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Axis-Balanced-Advantage-Fund-Regular-Plan-Growth 7.39 1.04 7.24 0.08 7.73 16.14
Hybrid: Dynamic Asset Allocation - - - - - -

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