Axis Balanced Advantage Fund
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4–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation8.1%
Sharpe Ratio0.22
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Net Receivables / (Payables)Utilities13.91%
Reliance Industries LtdEnergy & Infra6.45%
HDFC Bank LtdFinancial Services5.84%
ICICI Bank LtdFinancial Services4.25%
Clearing Corporation Of India LtdUtilities3.44%
Infosys LtdTechnology3.36%
State Bank of IndiaFinancial Services3.25%
Mahindra & Mahindra LtdConsumers2.69%
Bharti Airtel LtdServices2.37%
Nifty July 2025 FutureUtilities2.21%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.94%
Exit Load1
Regulatory & Tax Information
INF846K01A52
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)