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Axis Balanced Advantage Fund-Reg(G)

  • NAV: 20-Aug-2024

    20.04

  • Min. SIP amount

    100.00

Return Calculator

  • Investment Amount

    500
  • Expected return rate (p.a)

    %
    1
  • Investment Period

    Yr
    1
  • Invested amount

    ₹0

    Estimated Returns

    ₹0

    Expected Future Value

    ₹0

  • Lumpsum Investment Amount

  • Lumpsum Expected return rate (p.a)

    %
  • Lumpsum Investment Period

    Yr
  • Invested amount

    5,000

    Estimated Returns

    0

    Expected Future Value

    5,000

Minimum Investment Amounts

  • Min. for 1st investment

    100.00

  • Min. for 2nd investment

    100.00

  • Min. for SIP

    100.00

Returns

  1Y 3Y 5Y
Fund returns 0.00 0.00 0.00
  1Y 3Y 5Y
Fund returns 0.00 0.00 0.00

Expense ratio, exit load and tax

Expense ratio: 2.02% (Inclusive of GST)

Exit load: 1

Stamp duty: 0.0005%%

Exit load Remark: Nil for 10% of investments and 1% for remaining investments on or before 12M, Nil after 12M

Tax implication: NA

Fund house

Axis Balanced Advantage Fund-Reg(G)

  • Date of Incorporation

    1-Aug-17

  • Total AUM

    2,466Cr

Axis Balanced Advantage Fund-Reg(G) is a Mutual Fund Scheme Launched by Axis Asset Management Company Ltd. . This scheme was launched on 01-Aug-17 . This fund is currently managed by Jayesh Sundar and Ashish Naik . The fund currently has an Asset Under Management (AUM) of 2,466 Cr. Axis Balanced Advantage Fund-Reg(G) is rated as Very High Risk. Minimum SIP investment in this fund is Rs. 100.00 .

Axis Balanced Advantage Fund-Reg(G)

Monthly investment

₹ 50,000

Lumpsum investment

₹ 50,000

Next SIP instalment on 07 of Jan

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