Axis Balanced Advantage Fund

Dynamic Asset Allocation / BAFHybrid Rank 6 of 34

NAV · Direct-Growth

₹23.44-0.11-0.47%

As of 1 Oct 2026 · AMFI

NAV growth+0.6%

Oct ’25Oct ’26

Arthkar verdictSolid on the numbers

Returns

Mixed vs category

2 of 3 periods ahead

Consistency

Strong

positive in 8 of 9 years

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

1Y return

+0.3%

-2.5 vs cat

3Y CAGR

+10.9%

+1.6 vs cat

5Y CAGR

+9.0%

+1.1 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

8.9%

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 9.0% 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)

₹23.4400

Last 1Y

+0.56%

Oct 25Min ₹22.50 · Max ₹24.64 · 251 ptsOct 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	-1.80%	-1.86%	17/ 41
1M	-3.42%	-3.39%	19/ 41
3M	-3.18%	-2.64%	23/ 41
6M	+3.31%	+7.63%	29/ 41
YTD	-3.38%	+0.17%	28/ 40
1Y	+0.26%	+2.71%	19/ 40
2Y	+1.86%	+1.91%	20/ 39
3Y	+10.89%	+9.26%	6/ 34
5Y	+9.01%	+7.90%	7/ 24
7Y	+10.75%	+10.24%	8/ 21

Available plans & options

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