Axis Balanced Advantage Fund

Dynamic Asset Allocation / BAFHybrid Rank 5 of 34

NAV · Direct-Growth

₹24.43-0.05-0.20%

As of 18 Aug 2026 · AMFI

NAV growth+5.1%

Aug ’25Aug ’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

+5.1%

-2.2 vs cat

3Y CAGR

+13.4%

+2.0 vs cat

5Y CAGR

+10.6%

+1.2 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 10.6% 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)

₹24.4300

Last 1Y

+5.12%

Aug 25Min ₹22.50 · Max ₹24.64 · 252 ptsAug 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	-0.49%	-0.39%	27/ 41
1M	+0.58%	+0.99%	25/ 41
3M	+4.22%	+4.35%	22/ 41
6M	+0.58%	+4.42%	28/ 40
YTD	+0.70%	+4.16%	28/ 40
1Y	+5.12%	+7.28%	18/ 40
2Y	+5.47%	+4.77%	10/ 39
3Y	+13.36%	+11.38%	5/ 34
5Y	+10.59%	+9.40%	6/ 23
7Y	+11.66%	+11.12%	8/ 21

Available plans & options

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