Axis Balanced Advantage Fund

Dynamic Asset Allocation / BAFHybrid Rank 7 of 34

NAV · Direct-Growth

₹24.35-0.07-0.29%

As of 1 Sept 2026 · AMFI

NAV growth+5.2%

Sep ’25Sep ’26

Arthkar verdictSolid on the numbers

Returns

Mixed vs category

2 of 3 periods ahead

Consistency

Strong

positive in 9 of 9 years

Beats its Dynamic Asset Allocation / BAF category on 3Y & 5Y but trails on 1Y.

1Y return

+5.2%

-2.3 vs cat

3Y CAGR

+12.5%

+1.7 vs cat

5Y CAGR

+10.1%

+1.0 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

8.6%

3Y std dev

Go deeper on Axis Balanced Advantage Fund

Two data-only views, computed from this fund's real NAV history — no projections.

Axis Balanced Advantage Fund SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.Axis Balanced Advantage Fund real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

Axis Balanced Advantage Fund is a Dynamic Asset Allocation / BAF scheme from Axis. Long-run track record: about 10.1% CAGR over 5 years. Worst historical drawdown: -17% in Mar 2020, recovered in 7 months.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF846K01A29

NAV (Direct-Growth)

₹24.3500

Last 1Y

+5.23%

Sept 25Min ₹22.50 · Max ₹24.64 · 252 ptsSept 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Mar 2020

-17.2%

Peak ₹12.18 on 13 Feb 2020 → trough ₹10.09 on 23 Mar 2020 (1 months down).

Recovered in 7 months· 9 Oct 2020

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	-0.73%	-0.66%	28/ 41
1M	-0.12%	+0.31%	30/ 41
3M	+4.10%	+4.20%	22/ 41
6M	+1.37%	+5.39%	25/ 41
YTD	+0.37%	+3.92%	28/ 40
1Y	+5.23%	+7.56%	20/ 40
2Y	+4.03%	+3.67%	14/ 39
3Y	+12.50%	+10.80%	7/ 34
5Y	+10.07%	+9.11%	7/ 24
7Y	+11.55%	+11.07%	8/ 21

Available plans & options

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