Axis Balanced Advantage Fund
Direct · Growth ₹23.58
24 Apr 2026
NAV
12.0%
3Y CAGR
11.8%
5Y CAGR
11.8%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
2.04
Sharpe
-17.2%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.49 L | 11.6% | -24.0% | 37.8% |
| 3 Years | ₹36.00 L | ₹43.00 L | 12.9% | 2.8% | 23.7% |
| 5 Years | ₹60.00 L | ₹83.23 L | 12.8% | 7.2% | 18.8% |
Fund SIP vs NIFTY 50
| Duration | Fund XIRR | Benchmark CAGR | Difference |
|---|---|---|---|
| 1 Year | 11.6% | -0.6% | +12.3% |
| 3 Years | 12.9% | 10.9% | +2.0% |
| 5 Years | 12.8% | 11.0% | +1.8% |