Axis Balanced Advantage Fund - Direct Plan - IDCW

Factsheet

As of 31 Jul 2026

Inception

01 Aug 2017

Fund managers

Mr. Jayesh Sundar (since 28 Sep 2023), Mr. Devang Shah (since 05 Apr 2024), Mr. Hardik Shah (since 31 Jan 2022)

Benchmark

NIFTY 50 Hybrid Composite Debt 50:50 Index

AUM

3859.19 crore

Regular expense

2.12%

Direct expense

0.73%

Minimum investment

5000

SIP minimum

₹ 1000

Standard deviation

8.57%

Beta

1.12

Sharpe

0.71