TickerKhojAxis Mutual Fund · Hybrid · Balanced Advantage · Regular plan
Axis Balanced Advantage Fund - Regular Plan - Growth
₹20.95NAV on 30 Oct 2026Expense ratio 2.18%
29 Oct 2025NAV low 20.03 · high 21.85-2.9%
In plain words
Over 3 years it returned +10.2% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -8.1%.
On 3-year return it ranks 4 of 30 funds in Balanced Advantage.
A monthly SIP over 5 years ended ₹24,630 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | +0.5% | +1.9% |
| 3 months | -2.9% | -5.1% |
| 6 months | -0.3% | -3.2% |
| 1 year | -2.6% | -10.2% |
| 3 years (yearly) | +10.2% | +7.4% |
| 5 years (yearly) | +7.8% | +6.5% |
| Since start (yearly) | +8.3% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,18,084 | -2.6% |
| 3 years | ₹3,60,000 | ₹3,82,420 | +3.8% |
| 5 years | ₹5,90,000 | ₹7,17,333 | +7.7% |
Other plan of this fund: Axis Balanced Advantage Fund - Direct Plan - Growth