Quant Dynamic Asset Allocation Fund Regular vs Axis Balanced Advantage Fund compare

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Axis Balanced Advantage Fund - Regular Plan - Growth

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Quant Dynamic Asset Allocation Fund Regular - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Axis Balanced Advantage Fund - Regular Plan - Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
Fund	Axis Balanced Advantage Fund - Regular Plan - Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹3810 Cr	₹1274 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹100	₹1000
Launch Date	01 Aug 2017	12 Apr 2023
Category	Dynamic Asset Allocation	Dynamic Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 Hybrid Composite debt 50:50 Index	CRISIL Hybrid 50+50 Moderate Index
Turn Over	24%	%
Expense Ratio	2	2.12
Manager	Hardik Shah	Sanjeev Sharma
ISIN Code	INF846K01A52	INF966L01BO9
Exits Load	Axis Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Quant Dynamic Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365

Scheme Name	Axis Balanced Advantage Fund - Regular Plan - Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
1 Month	-0.6%	-2.26%
6 Month	3.17%	0.01%
1 Year	4.32%	-0.04%
3 Year	14.01%	-
5 Year	11.69%	-

Scheme Name	Axis Balanced Advantage Fund - Regular Plan - Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
6 Month	2.31%	0.38%
1 Year	10.02%	8.47%
3 Year	12.92%	-
5 Year	12.24%	-

Scheme Name	Axis Balanced Advantage Fund - Regular Plan - Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
1 Year	7.96%	20.49%
3 Year	10.86%	-
5 Year	10.67%	-

Scheme Name	Axis Balanced Advantage Fund - Regular Plan - Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
Standard Deviation	7.47%	-
Sharp	0.90%	-
Beta	1.06%	-
Alpha	1.82%	-

Scheme Name	Axis Balanced Advantage Fund - Regular Plan - Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
Name	Hardik Shah	Sanjeev Sharma
Total AUM	₹0 Cr	₹39731 Cr
Funds Managed	12	22
	Axis Balanced Advantage Fund - Regular Plan - Growth	Quant Dynamic Asset Allocation Fund Regular - Growth

Scheme Name	Axis Balanced Advantage Fund - Regular Plan - Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
Others	35.01	39.49
Large Cap	57.06	47.1
Mid Cap	5.16	8.18
Small Cap	2.77	5.23

Scheme Name	Axis Balanced Advantage Fund - Regular Plan - Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
Others	28.65	33.95
Energy	6.73	-
Technology	9.23	-
Industrials	7.6	2.24
Financial Services	21.62	17.86
Basic Materials	3.51	-
Healthcare	5.03	5.57
Consumer Defensive	4.69	7.85
Consumer Cyclical	7.12	16.14
Real Estate	1.5	5.58
Communication Services	2.15	-
Utilities	2.18	10.81