Axis Balanced Advantage Fund Direct Growth

Scheme code: INF846K01A29 NAV value: ₹ 22.3300 NAV date: 15 April, 2025

Fund option: Direct Fund type: Growth

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

Rolling returns

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	7.91	36.29	23.44	18.28
3 year	6.73	16.31	12.37	13.02
5 year	7.36	17.29	11.06	11.46
7 year	10.58	12.77	11.62	11.1

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	17.43	23.44
3 year	6.28	33.32	15.57	12.37
5 year	0.74	26.02	12.91	11.06
7 year	3.33	15.62	11.64	11.62
10 year	3.49	17.22	10.65
12 year	3.07	16.17	10.8
15 year	6.95	15.66	10.87

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.1	44.02	20.9	23.44
3 year	6.56	32.12	15.66	12.37
5 year	1	26.2	12.75	11.06
7 year	3.8	15.42	11.84	11.62
10 year	3.8	18	11.09
12 year	3.63	16.86	11.19
15 year	7.01	16.36	11.19

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	22.67	23.44
3 year	7.68	33.37	17	12.37
5 year	0.71	27.63	13.15	11.06
7 year	3.76	16.01	12.04	11.62
10 year	3.56	16.94	10.94
12 year	3.31	16.54	10.99
15 year	6.56	16.42	10.95

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	23.79	23.44
3 year	8.04	34.46	17.98	12.37
5 year	0.69	28.64	13.53	11.06
7 year	3.97	16.42	12.35	11.62
10 year	3.53	17.72	11.24
12 year	3.1	16.97	11.25
15 year	6.68	16.96	11.2

- Average return: 23.44% - Median return: 25.49% - Average standard deviation: 3

- Average return: 12.37% - Median return: 12.87% - Average standard deviation: 0.92

- Average return: 11.06% - Median return: 11.07% - Average standard deviation: 0.49

- Average return: 11.62% - Median return: 11.67% - Average standard deviation: 0.31

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 (%)
1 year	12,00,000	13,06,718	1,06,718	8.90
3 year	36,00,000	43,57,477	7,57,477	6.57
5 year	60,00,000	81,81,374	21,81,374	6.40
7 year	84,00,000	1,37,11,902	53,11,902	7.25

Index

Metrics

NIFTY 50

NIFTY 100

NIFTY 200

NIFTY 500

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,06,718 - Absolute Returns: ₹1,06,718 - CAGR: 8.9%

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹43,57,477 - Absolute Returns: ₹7,57,477 - CAGR: 6.57%

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹81,81,374 - Absolute Returns: ₹21,81,374 - CAGR: 6.4%

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,37,11,902 - Absolute Returns: ₹53,11,902 - CAGR: 7.25%