₹ 2,123.94 Cr
2.07%
NIFTY 50 Hybrid Composite debt 50:50 Index
INF846K01A52
100.0
100.0
1000
Devang Shah, Ashish Naik, Hardik Shah, Jayesh Sundar
Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
---|---|---|---|
Axis Balanced Advantage Fund - Regular Plan - Growth | 23.28 | 12.65 | 10.85 |
Benchmark | - | - | - |
Equity
Debt
Others
The scheme seeks to generate capital appreciation by investing in a portfolio of equity or equity linked securities while the secondary objective is to generate income through investments in debt and money market instruments.
Company | Holdings (%) |
---|---|
7.25% GOI 12/06/2063 | 8.64 |
ICICI Bank Ltd. | 6.23 |
Reliance Industries Ltd. | 5.12 |
Others | 4.76 |
HDFC Bank Ltd. | 4.0 |
7.3% GOI 19/06/2053 | 3.77 |
Infosys Ltd. | 3.09 |
Bajaj Finance Ltd. | 2.64 |
Larsen & Toubro Ltd. | 2.52 |
Others | 2.51 |
Sector | Holdings (%) |
---|---|
Financial | 30.08 |
Sovereign | 13.12 |
Energy | 8.01 |
Others | 7.82 |
Automobile | 5.98 |
Healthcare | 5.71 |
Technology | 5.42 |
Capital Goods | 4.32 |
Construction | 4.29 |
Communication | 4.2 |