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My Portfolio:
  • 0.00 0

Plan: OPEN | Option: Growth | Jayesh Sundar

25 Apr 25 | 12:00 AM

20.43 -0.13 (-0.63%)

  • Outperforms

    12.62%

    Return (1Y)

    beaten Hybrid - Equity Oriented by 4.86%

  • Less Volatile

    0.58%

    Standard Deviation (1Y)

    Lower than Hybrid - Equity Oriented by -0.16%

  • Consistent

    7/12

    Months

    Has beaten Hybrid - Equity Oriented

  • Value research rating

    Not Rated
JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9AXIS Balanced Advantage Fund (G)

Scheme Trivia

  • AXIS Balanced Advantage Fund (G) fund has been the 5th best in 5Y performance in the Hybrid - Equity Oriented category

  • AXIS Balanced Advantage Fund (G) fund has been the 5th best in 3Y performance in the Hybrid - Equity Oriented category

  • AXIS Balanced Advantage Fund (G) fund has been the 5th best in 5Y performance in the Hybrid - Equity Oriented category

  • AXIS Balanced Advantage Fund (G) fund has been given the 6th best Risk adjusted performance for the past 5Y in the Hybrid - Equity Oriented category

  • AXIS Balanced Advantage Fund (G) fund has been the 5th best in 3Y performance in the Hybrid - Equity Oriented category

  • AXIS Balanced Advantage Fund (G) fund has been the 5th best in 5Y performance in the Hybrid - Equity Oriented category

  • AXIS Balanced Advantage Fund (G) fund has been the 5th best in 3Y performance in the Hybrid - Equity Oriented category

Critical Parameters

Everyone of us wants to create wealth by investing in top funds. Have a look at the key parameters that you need to check before deciding to invest in a mutual fund.

Returns

In last 1 year AXIS Balanced Advantage Fund (G), has Beaten its benchmark, Hybrid - Equity Oriented by 4.85% (CAGR difference)

12.62%

Outperforms

This is +ve Alpha
Performance Chart for Rs

Invested in

Risk

In last 1 year , the volatility of AXIS Balanced Advantage Fund (G),is Lower than its benchmark, Hybrid - Equity Oriented by -0.16%

0.58%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 7 out of Last 12 Months, i.e 58.33% of the times It has beaten its benchmark, Hybrid - Equity Oriented

Consistency Meter

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9ConsistentInconsistent
JavaScript chart by amCharts 3.20.9Monthly Return ComparisonJanJanJanJanJanJanJanJanJanJanJanJan-10-50510
JavaScript chart by amCharts 3.20.9AXIS Balanced Advantage Fund (G) Hybrid - Equity Oriented
JavaScript chart by amCharts 3.20.9Monthly AlphaJanJanJanJanJanJanJanJanJanJanJanJan-2-1012
JavaScript chart by amCharts 3.20.9-ve Alpha (%)+ve Alpha (%)

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, 45 Stocks beating the benchmark 51 Stocks not beating the benchmark

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9Outperforming StocksUnderperforming Stocks

View Stock Composition