Axis Balanced Advantage Fund
Axis Balanced Advantage Fund is a dynamic asset allocation or balanced advantage fund of Axis Asset Management Co. Ltd. with ₹3,641 cr under management. It is ahead of its benchmark (NIFTY 50 Hybrid Composite Debt 50:50 Index) in 3 of 3 periods. Its direct plan charges 1.00% a year. Jayesh Sundar has managed it for 3.0 years.
Has Axis Balanced Advantage Fund beaten its benchmark?
Ahead of its benchmark, NIFTY 50 Hybrid Composite Debt 50:50 Index, in 3 of 3 periods in AMFI's figures; +0.04% over the last year against −4.29%.
Period returns
Direct Plan, growth · 3y and longer a year| Period | Fund | Nifty 500 TRI | Ahead |
|---|---|---|---|
| 1 month | −0.17% | −1.30% | — |
| 3 months | −1.86% | −4.28% | — |
| 6 months | +0.04% | −1.46% | — |
| 1 year | +0.34% | −4.25% | +4.59 pts |
| 3 years | +10.93% | +9.50% | +1.43 pts |
| 5 years | +8.84% | +8.14% | +0.70 pts |
| 10 years | — | +12.76% | — |
| Since start from 7 Aug 2017 | +9.78% | — | — |
Official figures
AMFI performance feed, 14 Oct 2026| Period | Direct | Regular | Benchmark | Ahead | Rank |
|---|---|---|---|---|---|
| 1y | +0.04% | −1.14% | −4.29% | +4.33 | 🔒 |
| 3y | +10.55% | +9.24% | +5.88% | +4.67 | 🔒 |
| 5y | +8.66% | +7.33% | +5.50% | +3.16 | 🔒 |
| 10y | — | — | — | — | — |
Value of 100, month-end
Aug 2017 to 15 Oct 2026₹100 put in at the start of Aug 2017 would be ₹236 on 15 Oct 2026, against ₹281 in the Nifty 500 TRI.
What does Axis Balanced Advantage Fund cost?
1.00% a year on the direct plan, 2.15% on the regular plan; 8 of 16 funds in its category charge less.
Who manages Axis Balanced Advantage Fund?
Jayesh Sundar, since 28 Sep 2023; Devang Shah, since 28 Sep 2023; Hardik Shah, since 28 Sep 2023.
What does Axis Balanced Advantage Fund hold?
201 holdings as of 30 Sep 2026; the ten largest are 32.2% of the fund, the largest ICICI Bank Limited at 5.8%.
Mix
Holdings as of 30 Sep 2026Five largest industries
% of fundBy company size
% of equity · SEBI size listsHow does Axis Balanced Advantage Fund score against its category?
Seven scores against funds of its kind, and the warning signs it trips.
Are the companies inside any good?
The holdings by valuation, forensic risk, business quality and balance sheet, weighted by their share of the fund.
How is Axis Balanced Advantage Fund run?
Turnover, what it bought and sold, its cash and its record in new listings, from its monthly holdings files.
Which funds hold much the same?
The index it is nearest and the funds whose holdings overlap most.
Funds that hold much the same
% of holdings in commonHow much is in its sponsor's own group?
Holdings in companies of the fund house's sponsor group, beside the index.
Questions people ask
Who manages Axis Balanced Advantage Fund?
Jayesh Sundar (manager) since 28 Sep 2023; Devang Shah (manager) since 28 Sep 2023; Hardik Shah (manager) since 28 Sep 2023.
What is the expense ratio of Axis Balanced Advantage Fund?
1.00% a year on the direct plan and 2.15% on the regular plan (expense report, Oct 2026).
How has Axis Balanced Advantage Fund done?
Its direct plan returned +10.55% a year over 3 years against +5.88% for its benchmark, NIFTY 50 Hybrid Composite Debt 50:50 Index, as of 14 Oct 2026.
See Axis Balanced Advantage Fund beside your own funds in Valarth
