hybridModerate risk

Axis Balanced Advantage Fund - Direct Plan - Growth Option

Combines equity and debt in one fund. Aims for a smoother ride than pure equity funds. From Axis Mutual Fund. It's been running since 7 Aug 2017.

Latest price per unit

₹24.27

▼ 0.04% today

As of 4 Sep 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.04 L

▲ ₹4.5k gain · 4.5% / year

Invested 3 years ago

₹1.42 L

▲ ₹41.5k gain · 12.3% / year

Invested 5 years ago

₹1.60 L

▲ ₹59.6k gain · 9.8% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

8.0%

The value swings roughly 8% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-17.16%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year4.48%

CAGR — 3 years12.27%

CAGR — 5 years9.81%

CAGR — since launch10.18%

Volatility — 1 year (annualised)7.76%

Volatility — 3 years (annualised)8.02%

Max drawdown — 1 year-7.82%

Max drawdown — 3 years-7.82%

Sharpe ratio — 1 year (rf=6%)-0.20

Sharpe ratio — 3 years (rf=6%)0.71

Fund info

Fund house: Axis Mutual Fund
Category: Hybrid Schemes - Balanced Advantage Fund/ Dynamic Asset Allocation
Plan: Direct
Option: Growth
ISIN (Growth): INF846K01A29
ISIN (Div re-invest): —
Fund code: 141642
First price on record: 7 Aug 2017 · 2,245 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.