- Offerings
- Tools & Platforms
Tools & Calculators
- Open API
- Calculators
- SIP Calculator
- CAGR Calculator
- Compound Interest Calculator
- FD Calculator
- RD Calculator
- EPF Calculator
- Retirement Calculator
- HDFC SIP Calculator
- Mutual Fund Return Calculator
- Lumpsum Calculator
- Step Up SIP Calculator
- ETF SIP Calculator
- Brokerage Calculator
- Equity Margin Calculator
- SWP Calculator
- EMI Calculator
- MTF Calculator
- Margin Pledge Calculator
- Markets
Stocks
F&O
Mutual Funds
- More
Open Free Demat Account
Scheme Information
Axis Balanced Advantage Reg Gr
as of 01 May 2026, 15:17 PM
Scheme Asset Size₹3557.60 Cr
Expense Ratio1.9%
Cash Holding18.46275%
Fund TypeOpen-End
PlanDividend
BenchmarkNifty 50 TR INR
Launch Date2017-08-01
Exit LoadExit load of 1.00% for investments if redeemed within 12 Months
SIP Calculator
12%
₹5,000
₹500₹10,00,000
10 Years
1 Year40 Years
Invested Amount
Estimated Return
Invested Amount
₹6,00,000
Est. Return
₹5,61,695
Total Value
₹11,61,695
Invested Amount
Estimated Return
Scheme Ratings
4
rated by Value Research
Scheme Riskometer
Your principal will be at Moderately High Risk
Investment Returns
Absolute Returns
CAGR
In the last 1 months 4.89%
In the last 3 months -1.32%
In the last 6 months -1.96%
In the last 1 Years 2.09%
In the last 3 Years 0.45%
In the last 5 Years 0.66%
Company Holdings
Company Name | Sector | Instrument | Assets |
|---|---|---|---|
| HDFC Bank Ltd | Financial Services | E | 6.08% |
| Reliance Industries Ltd | Energy | E | 5.24% |
| ICICI Bank Ltd | Financial Services | E | 4.77% |
| State Bank of India | Financial Services | E | 3.72% |
| Infosys Ltd | Technology | E | 3.32% |
| Larsen & Toubro Ltd | Industrials | E | 2.60% |
| Mahindra & Mahindra Ltd | Consumer Cyclical | E | 2.54% |
| Bharti Airtel Ltd | Communication Services | E | 2.31% |
| Future on BANK Index | - | EL | 2.20% |
| 7.61% Gs 2030 | - | BT | 2.17% |
| NTPC Ltd | Utilities | E | 1.79% |
| Kotak Mahindra Bank Ltd | Financial Services | E | 1.74% |
| Apollo Hospitals Enterprise Ltd | Healthcare | E | 1.54% |
| Muthoot Finance Limited | - | B | 1.41% |
| 6.79% Gs 2034 | - | BT | 1.38% |
| Bajaj Finance Ltd | Financial Services | E | 1.29% |
| Sun Pharmaceuticals Industries Ltd | Healthcare | E | 1.28% |
| Shriram Finance Limited | - | B | 1.28% |
| Cholamandalam Investment & Finance Co Ltd | - | B | 1.26% |
| Muthoot Finance Limited | - | B | 1.19% |
| Tamilnadu State Development Loans | - | BT | 1.11% |
| Future on Mahindra & Mahindra Ltd | - | DG | 1.06% |
| India (Republic of) | - | GS | 0.97% |
| SBI Life Insurance Co Ltd | Financial Services | E | 0.95% |
| Titan Co Ltd | Consumer Cyclical | E | 0.94% |
| Britannia Industries Ltd | Consumer Defensive | E | 0.91% |
| Future on Bajaj Finance Ltd | - | DG | 0.88% |
| Indus Infra Trust Unit | Financial Services | E | 0.87% |
| ITC Ltd | Consumer Defensive | E | 0.87% |
| Axis Bank Ltd | Financial Services | E | 0.85% |
| National Bank For Agriculture And Rural Development | - | B | 0.84% |
| Future on Reliance Industries Ltd | - | DG | 0.84% |
| Torrent Pharmaceuticals Limited | - | B | 0.84% |
| Embassy Office Parks Reit | - | B | 0.83% |
| Tata Power Co Ltd | Utilities | E | 0.83% |
| Shriram Finance Ltd | Financial Services | E | 0.80% |
| Pidilite Industries Ltd | Basic Materials | E | 0.77% |
| TVS Motor Co Ltd | Consumer Cyclical | E | 0.77% |
| Tech Mahindra Ltd | Technology | E | 0.77% |
| State Bank of India Future Apr 26 | - | DG | 0.76% |
| GMR Hyderabad International Airport Limited | - | B | 0.72% |
| Hindustan Unilever Ltd | Consumer Defensive | E | 0.72% |
| Bharti Telecom Limited | - | B | 0.72% |
| Bharti Telecom Limited | - | B | 0.71% |
| DOMS Industries Ltd | Industrials | E | 0.71% |
| Muthoot Finance Limited | - | B | 0.71% |
| Rec Limited | - | B | 0.71% |
| National Bank For Agriculture And Rural Development | - | B | 0.70% |
| Small Industries Development Bank Of India | - | B | 0.70% |
| Poonawalla Fincorp Limited | - | B | 0.70% |
| Tata Capital Housing Finance Limited | - | B | 0.70% |
| 7.54% Bihar Sgs 2033 | - | BT | 0.70% |
| Bajaj Finance Limited | - | B | 0.70% |
| InterGlobe Aviation Ltd | Industrials | E | 0.69% |
| Samvardhana Motherson International Ltd | Consumer Cyclical | E | 0.69% |
| Tata Steel Ltd | Basic Materials | E | 0.65% |
| SBI Life Future Apr 26 | - | DG | 0.61% |
| Bajaj Finance Limited | - | B | 0.60% |
| HDFC Life Insurance Co Ltd | Financial Services | E | 0.59% |
| Phoenix Mills Ltd | Real Estate | E | 0.58% |
| Cholamandalam Investment And Finance Company Limited | - | B | 0.58% |
| 7.81% Uttarpradesh Sgs 2034 | - | BT | 0.57% |
| Divi's Laboratories Ltd | Healthcare | E | 0.57% |
| 7.10% Gs 2034 | - | BT | 0.56% |
| 16/04/2026 Maturing 182 DTB | - | BT | 0.56% |
| Tbill | - | BT | 0.56% |
| Varun Beverages Ltd | Consumer Defensive | E | 0.55% |
| Future on Larsen & Toubro Ltd | - | DG | 0.54% |
| Premier Energies Ltd | Technology | E | 0.54% |
| CG Power & Industrial Solutions Ltd | Industrials | E | 0.53% |
| Tata Consultancy Services Ltd | Technology | E | 0.50% |
| Hindustan Aeronautics Ltd Ordinary Shares | Industrials | E | 0.49% |
| Future on TVS Motor Co Ltd 6% PRF REDEEM 01/09/2026 INR 10 | - | DG | 0.48% |
| LG Electronics India Ltd | Technology | E | 0.48% |
| Eternal Ltd | Consumer Cyclical | E | 0.48% |
| Future on Grasim Industries Ltd | - | DG | 0.48% |
| Grasim Industries Ltd | Basic Materials | E | 0.47% |
| Sona BLW Precision Forgings Ltd | Consumer Cyclical | E | 0.46% |
| Vijaya Diagnostic Centre Ltd | Healthcare | E | 0.46% |
| Torrent Pharmaceuticals Ltd | Healthcare | E | 0.46% |
| United Spirits Ltd | Consumer Defensive | E | 0.44% |
| 7.22% Maharashtra Sdl 2026 | - | BT | 0.42% |
| Godrej Industries Limited | - | B | 0.42% |
| Jio Credit Limited | - | B | 0.42% |
| Bajaj Housing Finance Limited | - | B | 0.42% |
| Future on Bharti Airtel Ltd | - | DG | 0.40% |
| Bajaj Auto Ltd | Consumer Cyclical | E | 0.38% |
| Future on Divi's Laboratories Ltd | - | DG | 0.38% |
| Tata Motors Ltd | Consumer Cyclical | E | 0.37% |
| PNB Housing Finance Ltd | Financial Services | E | 0.36% |
| HCL Technologies Ltd | Technology | E | 0.35% |
| Hindalco Industries Ltd | Basic Materials | E | 0.35% |
| Mankind Pharma Ltd | Healthcare | E | 0.35% |
| Bharat Petroleum Corp Ltd | Energy | E | 0.34% |
| Knowledge Realty Trust Units | Real Estate | ER | 0.33% |
| Coforge Ltd | Technology | E | 0.33% |
| Asian Paints Ltd | Basic Materials | E | 0.31% |
| Shriram Finance Limited | - | B | 0.28% |
| Tvs Holdings Limited | - | B | 0.28% |
| Future on Shriram Finance Ltd | - | DG | 0.28% |
| Cipla Ltd | Healthcare | E | 0.28% |
| Narayana Hrudayalaya Limited | - | B | 0.28% |
| Tbill | - | BT | 0.28% |
| Jyoti CNC Automation Ltd | Industrials | E | 0.27% |
| Future on Hindalco Industries Ltd | - | DG | 0.27% |
| PI Industries Ltd | Basic Materials | E | 0.26% |
| Tata Consumer Products Ltd | Consumer Defensive | E | 0.26% |
| UltraTech Cement Ltd | Basic Materials | E | 0.25% |
| REC Ltd | Financial Services | E | 0.25% |
| Dixon Technologies (India) Ltd | Technology | E | 0.24% |
| Future on Eicher Motors Ltd | - | DG | 0.23% |
| Eicher Motors Ltd | Consumer Cyclical | E | 0.22% |
| Future on Tata Steel Ltd | - | DG | 0.22% |
| Tenneco Clean Air India Ltd | Consumer Cyclical | E | 0.22% |
| Future on Bharat Petroleum Corp Ltd | - | DG | 0.22% |
| Kaynes Technology India Ltd | Technology | E | 0.19% |
| Future on Sun Pharmaceuticals Industries Ltd | - | DG | 0.19% |
| ITC Hotels Ltd | Consumer Cyclical | E | 0.18% |
| PG Electroplast Ltd | Technology | E | 0.17% |
| Jubilant Foodworks Ltd | Consumer Cyclical | E | 0.17% |
| Oil & Natural Gas Corp Ltd | Energy | E | 0.17% |
| Mphasis Ltd | Technology | E | 0.17% |
| Future on Max Healthcare Institute Ltd Ordinary Shares | - | DG | 0.16% |
| Max Healthcare Institute Ltd Ordinary Shares | Healthcare | E | 0.16% |
| Brigade Enterprises Ltd | Real Estate | E | 0.16% |
| Future on UltraTech Cement Ltd | - | DG | 0.16% |
| DLF Ltd | Real Estate | E | 0.16% |
| Future on Coforge Ltd | - | DG | 0.15% |
| Future on Bharat Electronics Ltd | - | DG | 0.14% |
| Future on Asian Paints Ltd | - | DG | 0.14% |
| Bharat Electronics Ltd | Industrials | E | 0.14% |
| 7.62% Tamilnadu SDL 2027 | - | BT | 0.14% |
| Hdb Financial Services Limited | - | B | 0.14% |
| TATA Steel Limited | - | B | 0.14% |
| HDFC Bank Limited | - | B | 0.14% |
| Rec Limited | - | B | 0.14% |
| Godrej Properties Limited | - | B | 0.14% |
| Aadhar Housing Finance Limited | - | B | 0.14% |
| Mahindra And Mahindra Financial Services Limited | - | B | 0.14% |
| Mahanagar Telephone Nigam Limited | - | B | 0.14% |
| Indian Hotels Co Ltd | Consumer Cyclical | E | 0.14% |
| Future on UNO Minda Ltd | - | DG | 0.12% |
| UNO Minda Ltd | Consumer Cyclical | E | 0.12% |
| Future on Bharat Heavy Electricals Ltd | - | DG | 0.12% |
| Bharat Heavy Electricals Ltd | Industrials | E | 0.12% |
| Avenue Supermarts Ltd | Consumer Defensive | E | 0.11% |
| Future on Samvardhana Motherson International Ltd | - | DG | 0.11% |
| Petronet LNG Ltd | Energy | E | 0.11% |
| HDFC Life Future Apr 26 | - | DG | 0.11% |
| Wework India Management Ltd | Real Estate | E | 0.10% |
| Future on DLF Ltd | - | DG | 0.10% |
| Future on Bajaj Finserv Ltd | - | DG | 0.09% |
| Bajaj Finserv Ltd | Financial Services | E | 0.09% |
| Awfis Space Solutions Ltd | Industrials | E | 0.09% |
| Future on Maruti Suzuki India Ltd | - | DG | 0.09% |
| Maruti Suzuki India Ltd | Consumer Cyclical | E | 0.09% |
| The Phoenix Mills Limited April 2026 Future | - | DG | 0.09% |
| Future on ITC | - | DG | 0.08% |
| The Federal Bank Ltd | Financial Services | E | 0.08% |
| Future on Unilever | - | DG | 0.08% |
| Lupin Ltd | Healthcare | E | 0.07% |
| Tata Motors Passenger Vehicles Ltd | Consumer Cyclical | E | 0.06% |
| Future on Power Grid Corp Of India Ltd | - | DG | 0.06% |
| Power Grid Corp Of India Ltd | Utilities | E | 0.06% |
| 6.24% Maharashtra Sdl 2026 | - | BT | 0.06% |
| Power Finance Corporation Limited | - | B | 0.06% |
| Future on Hindustan Aeronautics Ltd Ordinary Shares | - | DG | 0.05% |
| Future on United Spirits Ltd | - | DG | 0.05% |
| Titagarh Rail Systems Ltd | Industrials | E | 0.05% |
| Info Edge (India) Ltd | Communication Services | E | 0.05% |
| IndusInd Bank Ltd | Financial Services | E | 0.05% |
| Future on Bank of Baroda | - | DG | 0.04% |
| Bank of Baroda | Financial Services | E | 0.04% |
| Future on CG Power & Industrial Solutions Ltd | - | DG | 0.04% |
| Future on Laurus Labs Ltd | - | DG | 0.03% |
| Laurus Labs Ltd | Healthcare | E | 0.03% |
| Future on Aditya Birla Capital Ltd | - | DG | 0.03% |
| Aditya Birla Capital Ltd | Financial Services | E | 0.03% |
| 6.73% Kerala SDL 2028 | - | BT | 0.03% |
| 7.42% Tamilnadu Sgs 2034 | - | BT | 0.03% |
| Indian Railway Finance Corporation Limited | - | B | 0.03% |
| Indus Towers Limited April 2026 Future | - | DG | 0.03% |
| Indus Towers Ltd Ordinary Shares | Communication Services | E | 0.03% |
| Future on ICICI Prudential Life Insurance Co Ltd | - | DG | 0.02% |
| ICICI Prudential Life Insurance Co Ltd | Financial Services | E | 0.02% |
| 7.34% Gs 2064 | - | BT | 0.02% |
| 7.72% Maharashtra Sdl 2034 | - | BT | 0.01417% |
| Bajaj Housing Finance Limited | - | B | 0.01406% |
| Nifty 23500 Call April 2026 Option | - | EC | 0.01364% |
| Future on Biocon Ltd | - | DG | 0.01271% |
| Biocon Ltd | Healthcare | E | 0.01268% |
| Nifty 23000 Call April 2026 Option | - | EC | 0.01201% |
| Future on Exide Industries Ltd | - | DG | 0.01171% |
| Exide Industries Ltd | Consumer Cyclical | E | 0.01165% |
| Future on Godrej Properties Ltd | - | DG | 0.01025% |
| Godrej Properties Ltd | Real Estate | E | 0.01024% |
| Tata Consultancy Services Limited 2440 Call April 2026 Option | - | DH | 0.00707% |
| Bank Nifty Index 53000 Call April 2026 Option | - | EC | 0.00696% |
| Future on Tata Consultancy Services Ltd | - | DG | 0.00581% |
| Future on Crompton Greaves Consumer Electricals Ltd | - | DG | 0.00567% |
| Crompton Greaves Consumer Electricals Ltd | Consumer Cyclical | E | 0.00566% |
| Coal India Ltd | Energy | E | 0.00469% |
| Future on Glenmark Pharmaceuticals Ltd | - | DG | 0.00452% |
| Glenmark Pharmaceuticals Ltd | Healthcare | E | 0.00449% |
| Bank Nifty Index 54000 Call April 2026 Option | - | EC | 0.00267% |
| Future on Apollo Hospitals Enterprise Ltd | - | DG | 0.00261% |
| Tvs Motor Company Limited | - | P | 0.00239% |
| Future on GMR Airports Ltd | - | DG | 0.00167% |
| GMR Airports Ltd | Industrials | E | 0.00166% |
| Cholamandalam Investment and Finance Co Ltd | Financial Services | E | 0.00075% |
| Supreme Industries Ltd | Industrials | E | 0.00058% |
| Cummins India Ltd | Industrials | E | 0.00015% |
| Net Receivables / (Payables) | - | CA | 14.47% |
| Clearing Corporation Of India Ltd | - | CR | 1.33% |
| 7.18% Gs 2033 | - | BT | - |
| 6.48% Gs 2035 | - | BT | - |
| 12/03/2026 Maturing 91 DTB | - | BT | - |
| Power Finance Corporation Limited | - | B | - |
| Shriram Finance Limited | - | B | - |
| Small Industries Development Bank Of India | - | CD | - |
| Indian Bank | - | E | - |
| HDFC Bank Limited | - | B | - |
Sector Holding Analysis
Equity / Debt / Cash Split
Loading chart…
Equity
55.43%
Debt
26.11%
Cash
18.46%
Equity sector allocation
Loading chart…
Basic Materials
3.07%
Communication Services
2.39%
Consumer Cyclical
7.85%
Consumer Defensive
3.86%
Energy
5.86%
Financial Services
22.59%
Healthcare
5.21%
Industrials
5.68%
Real Estate
1.34%
Technology
7.06%
Utilities
2.68%
Others
32.41%
Fund House Contact Details
Websitewww.axismf.com
Phone8108622211
Axis Asset Management Company Limited
Asset Management Company
Funds in this Category
ICICI Pru Ret Pure Eq Plan Reg Gr
Allocation
Min. Investment
₹5000
Category Returns
19.39%
25.06%
3Y Returns
+25.06%
ICICI Pru Ret Pure Eq Plan Reg IDCW-P
Allocation
Min. Investment
₹5000
Category Returns
19.39%
25.06%
3Y Returns
+25.06%
SBI Children's Bnf - IP Reg Gr
Allocation
Min. Investment
₹5000
Category Returns
19.39%
25.06%
3Y Returns
+23.71%
About Axis Balanced Advantage Reg Gr
Investment Objective of the Scheme
To achieve the dual objective of capital appreciation by investing in a portfolio of equity or equity linked securities and generating income through investments in debt and money market instruments. It also aims to manage risk through active asset allocation. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.
Key Features of The Fund
5-year return
+10.68%
Fund Manager
Devang Shah
Risk Profile
Moderately High Risk
Expense Ratio
1.90%
Fund Size
₹3557.60 Cr
FAQ's
What has been the returns generated by Axis Balanced Advantage Reg Gr over different time periods?
The Axis Balanced Advantage Reg Gr has given returns
1-Year
2.09
3-Year
13.26
5-Year
10.68
What is the expense ratio of Axis Balanced Advantage Reg Gr?
The expense ratio of Axis Balanced Advantage Reg Gr is 1.9%.
What is the AUM (Assets Under Management) of Axis Balanced Advantage Reg Gr?
The AUM, short for Assets Under Management of Axis Balanced Advantage Reg Gr is ₹3557.60 Cr as of 11 May 3097.
What are the top stock holdings of Axis Balanced Advantage Reg Gr?
The Axis Balanced Advantage Reg Gr has invested the majority of its money in the stocks of the following companies:
| Company | Percentage of Portfolio |
|---|---|
| HDFC Bank Ltd | 6.08% |
| Reliance Industries Ltd | 5.24% |
| ICICI Bank Ltd | 4.77% |
| State Bank of India | 3.72% |
| Infosys Ltd | 3.32% |
| Larsen & Toubro Ltd | 2.60% |
| Mahindra & Mahindra Ltd | 2.54% |
| Bharti Airtel Ltd | 2.31% |
| Future on BANK Index | 2.20% |
| 7.61% Gs 2030 | 2.17% |
| NTPC Ltd | 1.79% |
| Kotak Mahindra Bank Ltd | 1.74% |
| Apollo Hospitals Enterprise Ltd | 1.54% |
| Muthoot Finance Limited | 1.41% |
| 6.79% Gs 2034 | 1.38% |
| Bajaj Finance Ltd | 1.29% |
| Sun Pharmaceuticals Industries Ltd | 1.28% |
| Shriram Finance Limited | 1.28% |
| Cholamandalam Investment & Finance Co Ltd | 1.26% |
| Muthoot Finance Limited | 1.19% |
| Tamilnadu State Development Loans | 1.11% |
| Future on Mahindra & Mahindra Ltd | 1.06% |
| India (Republic of) | 0.97% |
| SBI Life Insurance Co Ltd | 0.95% |
| Titan Co Ltd | 0.94% |
| Britannia Industries Ltd | 0.91% |
| Future on Bajaj Finance Ltd | 0.88% |
| Indus Infra Trust Unit | 0.87% |
| ITC Ltd | 0.87% |
| Axis Bank Ltd | 0.85% |
| National Bank For Agriculture And Rural Development | 0.84% |
| Future on Reliance Industries Ltd | 0.84% |
| Torrent Pharmaceuticals Limited | 0.84% |
| Embassy Office Parks Reit | 0.83% |
| Tata Power Co Ltd | 0.83% |
| Shriram Finance Ltd | 0.80% |
| Pidilite Industries Ltd | 0.77% |
| TVS Motor Co Ltd | 0.77% |
| Tech Mahindra Ltd | 0.77% |
| State Bank of India Future Apr 26 | 0.76% |
| GMR Hyderabad International Airport Limited | 0.72% |
| Hindustan Unilever Ltd | 0.72% |
| Bharti Telecom Limited | 0.72% |
| Bharti Telecom Limited | 0.71% |
| DOMS Industries Ltd | 0.71% |
| Muthoot Finance Limited | 0.71% |
| Rec Limited | 0.71% |
| National Bank For Agriculture And Rural Development | 0.70% |
| Small Industries Development Bank Of India | 0.70% |
| Poonawalla Fincorp Limited | 0.70% |
| Tata Capital Housing Finance Limited | 0.70% |
| 7.54% Bihar Sgs 2033 | 0.70% |
| Bajaj Finance Limited | 0.70% |
| InterGlobe Aviation Ltd | 0.69% |
| Samvardhana Motherson International Ltd | 0.69% |
| Tata Steel Ltd | 0.65% |
| SBI Life Future Apr 26 | 0.61% |
| Bajaj Finance Limited | 0.60% |
| HDFC Life Insurance Co Ltd | 0.59% |
| Phoenix Mills Ltd | 0.58% |
| Cholamandalam Investment And Finance Company Limited | 0.58% |
| 7.81% Uttarpradesh Sgs 2034 | 0.57% |
| Divi's Laboratories Ltd | 0.57% |
| 7.10% Gs 2034 | 0.56% |
| 16/04/2026 Maturing 182 DTB | 0.56% |
| Tbill | 0.56% |
| Varun Beverages Ltd | 0.55% |
| Future on Larsen & Toubro Ltd | 0.54% |
| Premier Energies Ltd | 0.54% |
| CG Power & Industrial Solutions Ltd | 0.53% |
| Tata Consultancy Services Ltd | 0.50% |
| Hindustan Aeronautics Ltd Ordinary Shares | 0.49% |
| Future on TVS Motor Co Ltd 6% PRF REDEEM 01/09/2026 INR 10 | 0.48% |
| LG Electronics India Ltd | 0.48% |
| Eternal Ltd | 0.48% |
| Future on Grasim Industries Ltd | 0.48% |
| Grasim Industries Ltd | 0.47% |
| Sona BLW Precision Forgings Ltd | 0.46% |
| Vijaya Diagnostic Centre Ltd | 0.46% |
| Torrent Pharmaceuticals Ltd | 0.46% |
| United Spirits Ltd | 0.44% |
| 7.22% Maharashtra Sdl 2026 | 0.42% |
| Godrej Industries Limited | 0.42% |
| Jio Credit Limited | 0.42% |
| Bajaj Housing Finance Limited | 0.42% |
| Future on Bharti Airtel Ltd | 0.40% |
| Bajaj Auto Ltd | 0.38% |
| Future on Divi's Laboratories Ltd | 0.38% |
| Tata Motors Ltd | 0.37% |
| PNB Housing Finance Ltd | 0.36% |
| HCL Technologies Ltd | 0.35% |
| Hindalco Industries Ltd | 0.35% |
| Mankind Pharma Ltd | 0.35% |
| Bharat Petroleum Corp Ltd | 0.34% |
| Knowledge Realty Trust Units | 0.33% |
| Coforge Ltd | 0.33% |
| Asian Paints Ltd | 0.31% |
| Shriram Finance Limited | 0.28% |
| Tvs Holdings Limited | 0.28% |
| Future on Shriram Finance Ltd | 0.28% |
| Cipla Ltd | 0.28% |
| Narayana Hrudayalaya Limited | 0.28% |
| Tbill | 0.28% |
| Jyoti CNC Automation Ltd | 0.27% |
| Future on Hindalco Industries Ltd | 0.27% |
| PI Industries Ltd | 0.26% |
| Tata Consumer Products Ltd | 0.26% |
| UltraTech Cement Ltd | 0.25% |
| REC Ltd | 0.25% |
| Dixon Technologies (India) Ltd | 0.24% |
| Future on Eicher Motors Ltd | 0.23% |
| Eicher Motors Ltd | 0.22% |
| Future on Tata Steel Ltd | 0.22% |
| Tenneco Clean Air India Ltd | 0.22% |
| Future on Bharat Petroleum Corp Ltd | 0.22% |
| Kaynes Technology India Ltd | 0.19% |
| Future on Sun Pharmaceuticals Industries Ltd | 0.19% |
| ITC Hotels Ltd | 0.18% |
| PG Electroplast Ltd | 0.17% |
| Jubilant Foodworks Ltd | 0.17% |
| Oil & Natural Gas Corp Ltd | 0.17% |
| Mphasis Ltd | 0.17% |
| Future on Max Healthcare Institute Ltd Ordinary Shares | 0.16% |
| Max Healthcare Institute Ltd Ordinary Shares | 0.16% |
| Brigade Enterprises Ltd | 0.16% |
| Future on UltraTech Cement Ltd | 0.16% |
| DLF Ltd | 0.16% |
| Future on Coforge Ltd | 0.15% |
| Future on Bharat Electronics Ltd | 0.14% |
| Future on Asian Paints Ltd | 0.14% |
| Bharat Electronics Ltd | 0.14% |
| 7.62% Tamilnadu SDL 2027 | 0.14% |
| Hdb Financial Services Limited | 0.14% |
| TATA Steel Limited | 0.14% |
| HDFC Bank Limited | 0.14% |
| Rec Limited | 0.14% |
| Godrej Properties Limited | 0.14% |
| Aadhar Housing Finance Limited | 0.14% |
| Mahindra And Mahindra Financial Services Limited | 0.14% |
| Mahanagar Telephone Nigam Limited | 0.14% |
| Indian Hotels Co Ltd | 0.14% |
| Future on UNO Minda Ltd | 0.12% |
| UNO Minda Ltd | 0.12% |
| Future on Bharat Heavy Electricals Ltd | 0.12% |
| Bharat Heavy Electricals Ltd | 0.12% |
| Avenue Supermarts Ltd | 0.11% |
| Future on Samvardhana Motherson International Ltd | 0.11% |
| Petronet LNG Ltd | 0.11% |
| HDFC Life Future Apr 26 | 0.11% |
| Wework India Management Ltd | 0.10% |
| Future on DLF Ltd | 0.10% |
| Future on Bajaj Finserv Ltd | 0.09% |
| Bajaj Finserv Ltd | 0.09% |
| Awfis Space Solutions Ltd | 0.09% |
| Future on Maruti Suzuki India Ltd | 0.09% |
| Maruti Suzuki India Ltd | 0.09% |
| The Phoenix Mills Limited April 2026 Future | 0.09% |
| Future on ITC | 0.08% |
| The Federal Bank Ltd | 0.08% |
| Future on Unilever | 0.08% |
| Lupin Ltd | 0.07% |
| Tata Motors Passenger Vehicles Ltd | 0.06% |
| Future on Power Grid Corp Of India Ltd | 0.06% |
| Power Grid Corp Of India Ltd | 0.06% |
| 6.24% Maharashtra Sdl 2026 | 0.06% |
| Power Finance Corporation Limited | 0.06% |
| Future on Hindustan Aeronautics Ltd Ordinary Shares | 0.05% |
| Future on United Spirits Ltd | 0.05% |
| Titagarh Rail Systems Ltd | 0.05% |
| Info Edge (India) Ltd | 0.05% |
| IndusInd Bank Ltd | 0.05% |
| Future on Bank of Baroda | 0.04% |
| Bank of Baroda | 0.04% |
| Future on CG Power & Industrial Solutions Ltd | 0.04% |
| Future on Laurus Labs Ltd | 0.03% |
| Laurus Labs Ltd | 0.03% |
| Future on Aditya Birla Capital Ltd | 0.03% |
| Aditya Birla Capital Ltd | 0.03% |
| 6.73% Kerala SDL 2028 | 0.03% |
| 7.42% Tamilnadu Sgs 2034 | 0.03% |
| Indian Railway Finance Corporation Limited | 0.03% |
| Indus Towers Limited April 2026 Future | 0.03% |
| Indus Towers Ltd Ordinary Shares | 0.03% |
| Future on ICICI Prudential Life Insurance Co Ltd | 0.02% |
| ICICI Prudential Life Insurance Co Ltd | 0.02% |
| 7.34% Gs 2064 | 0.02% |
| 7.72% Maharashtra Sdl 2034 | 0.01% |
| Bajaj Housing Finance Limited | 0.01% |
| Nifty 23500 Call April 2026 Option | 0.01% |
| Future on Biocon Ltd | 0.01% |
| Biocon Ltd | 0.01% |
| Nifty 23000 Call April 2026 Option | 0.01% |
| Future on Exide Industries Ltd | 0.01% |
| Exide Industries Ltd | 0.01% |
| Future on Godrej Properties Ltd | 0.01% |
| Godrej Properties Ltd | 0.01% |
| Tata Consultancy Services Limited 2440 Call April 2026 Option | 0.01% |
| Bank Nifty Index 53000 Call April 2026 Option | 0.01% |
| Future on Tata Consultancy Services Ltd | 0.01% |
| Future on Crompton Greaves Consumer Electricals Ltd | 0.01% |
| Crompton Greaves Consumer Electricals Ltd | 0.01% |
| Coal India Ltd | 0.00% |
| Future on Glenmark Pharmaceuticals Ltd | 0.00% |
| Glenmark Pharmaceuticals Ltd | 0.00% |
| Bank Nifty Index 54000 Call April 2026 Option | 0.00% |
| Future on Apollo Hospitals Enterprise Ltd | 0.00% |
| Tvs Motor Company Limited | 0.00% |
| Future on GMR Airports Ltd | 0.00% |
| GMR Airports Ltd | 0.00% |
| Cholamandalam Investment and Finance Co Ltd | 0.00% |
| Supreme Industries Ltd | 0.00% |
| Cummins India Ltd | 0.00% |
| Net Receivables / (Payables) | 14.47% |
| Clearing Corporation Of India Ltd | 1.33% |
| 7.18% Gs 2033 | - |
| 6.48% Gs 2035 | - |
| 12/03/2026 Maturing 91 DTB | - |
| Power Finance Corporation Limited | - |
| Shriram Finance Limited | - |
| Small Industries Development Bank Of India | - |
| Indian Bank | - |
| HDFC Bank Limited | - |
In which sectors has Axis Balanced Advantage Reg Gr invested in?
The Axis Balanced Advantage Reg Gr has invested the majority of its money in the stocks of the following sectors -
| Company | Percentage of Portfolio |
|---|---|
| Basic Materials | 3.07% |
| Communication Services | 2.39% |
| Consumer Cyclical | 7.85% |
| Consumer Defensive | 3.86% |
| Energy | 5.86% |
| Financial Services | 22.59% |
| Healthcare | 5.21% |
| Industrials | 5.68% |
| Real Estate | 1.34% |
| Technology | 7.06% |
| Utilities | 2.68% |
What is the risk level of Axis Balanced Advantage Reg Gr?
This is a Dynamic Asset Allocation fund comes with Moderately High Risk.
Who are the fund managers of Axis Balanced Advantage Reg Gr?
Axis Balanced Advantage Reg Gr fund managers are Devang Shah, Hardik Shah, Jayesh Sundar.
Is there a minimum SIP amount to invest in Axis Balanced Advantage Reg Gr?
The minimum SIP amount to start investment in Axis Balanced Advantage Reg Gr is ₹100 while ₹1,000 can be invested as Lumpsum amount.
Can I invest in Axis Balanced Advantage Reg Gr both in SIP and lump sum?
You can opt for either SIP or Lumpsum to invest in Axis Balanced Advantage Reg Gr on the basis of your investment objective and risk tolerance.
How to invest in Axis Balanced Advantage Reg Gr?
Investing in mutual funds is easy on HDFC SKY.
Follow these simple steps to invest in Axis Balanced Advantage Reg Gr:
- On HDFC SKY open your demat account if you don't have one.
- Check the performance of Axis Balanced Advantage Reg Gr.
- Choose between SIP or Lumpsum and start your mutual fund investment journey on HDFC Sky.
Is there any exit load charges of Axis Balanced Advantage Reg Gr?
The exit load of Axis Balanced Advantage Reg Gr is as follows:
Exit load of 1.0%, if redeemed within 1 year
.What is the process to redeem my investment in HDFC SKY?
The following are the Steps to Redeem mutual funds on HDFC SKY:
1. Go to Mutual Funds > My Investments/Portfolio.
2. Select the fund and tap Redeem/Sell.
3. Choose Full, Units, or Amount.
4. Review NAV, units, and exit load.
5. Confirm. Amount (Units × NAV) is credited to the registered bank in T+1–T+3 days. ELSS has a 3-year lock-in.
Invest Anytime, Anywhere
By signing up I certify terms, conditions & privacy policy