Axis Balanced Advantage Fund Direct Growth

Scheme code: INF846K01A29 NAV value: ₹ 22.9200 NAV date: 19 March, 2026 TER: 0.61%

Fund option: Direct Fund type: Growth

Asset class: Hybrid Asset category: Dynamic Asset Allocation or Balanced Advantage

Rolling returns

Summary

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-9.59	34.24	9.28	11.60	11.09
3 year	4.45	17.92	12.56	11.93	13.61
5 year	7.55	17.06	12.24	11.86	11.6
7 year	10.51	12.77	11.67	11.66	11.09

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	11.6
3 year	6.28	30.95	15.04	11.93
5 year	8.38	26.02	14.22	11.86
7 year	10.18	15.62	12.93	11.66
10 year	11.42	12.93	12.18
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	11.6
3 year	6.56	19.64	13.57	11.93
5 year	9.22	12.29	10.75	11.86

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	11.6
3 year	7.68	21.49	15.06	11.93
5 year	10.37	13.5	11.93	11.86

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	11.6
3 year	8.04	32.03	17.81	11.93
5 year	8.18	28.64	15.34	11.86
7 year	10.64	16.42	13.77	11.66
10 year	12.56	14.06	13.31

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Comparison vs benchmark returns

Index	Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,55,923 - Absolute Returns: ₹55,923 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹43,21,263 - Absolute Returns: ₹7,21,263 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹82,78,001 - Absolute Returns: ₹22,78,001 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,35,37,308 - Absolute Returns: ₹51,37,308 - CAGR: %

Drawdown Metrics

Max Drawdown

-17.16 %

Drawdown Duration

1 months

Recovery Time

7 months

Avg Drawdown

-2.16 %

Calmar Ratio by Duration

1 Y

0.676

3 Y

0.6952

5 Y

0.6912

7 Y

0.6795

Benchmark Comparison

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	1.05	0.54	58.0	52.9	6.21 %	4.00 %
3 years	6.02	0.58	63.8	52.3	15.30 %	11.28 %
5 years	3.33	0.52	56.6	49.1	11.37 %	9.44 %
7 years	2.49	0.46	51.6	46.1	10.94 %	10.74 %
10 years	1.12	0.46	50.3	45.0	8.71 %	8.90 %
12 years	0.32	0.46	50.3	45.0	7.21 %	7.36 %
15 years	-0.47	0.46	50.3	45.0	5.73 %	5.85 %