Axis Balanced Advantage Reg IDCW-R
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
Geographic Allocation
Top Stock Holdings
Fund House Management
The asset management company’s track record, AUM scale, and fund manager credentials.
Fund Manager Track Record
Hardik Shah
Mr. Hardik Shah has experience of 18 years. Manages 180 funds at Axis Asset Management Company Limited with an AUM of approximately ₹7,209 Cr Holds a B.E. degree.
49 years
Combined Team Experience
₹ 57,202 Cr
Assets Under Management
Jayesh Sundar
Co-Portfolio ManagerJayesh Sundar has experience of 8 years. Manages 68 funds at Axis Asset Management Company Limited with an AUM of approximately ₹33,556 Cr
Devang Shah
Co-Portfolio ManagerMr. Devang Shah has experience of 23 years. Manages 261 funds at Axis Asset Management Company Limited with an AUM of approximately ₹16,437 Cr Holds a B.Com degree.
Firm Overview
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Regulatory & Tax Information
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)