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)	₹3342 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	-1.85%	-3.3%
6 Month	2.73%	4.6%
1 Year	5.87%	-3.34%
3 Year	13.36%	-
5 Year	13%	-

Scheme Name	Axis Balanced Advantage Fund - Regular Plan - Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
6 Month	1.73%	3.8%
1 Year	3.42%	2.58%
3 Year	13.32%	-
5 Year	12.34%	-

Scheme Name	Axis Balanced Advantage Fund - Regular Plan - Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
1 Year	8.63%	30.29%
3 Year	10.55%	-
5 Year	10.25%	-

Scheme Name	Axis Balanced Advantage Fund - Regular Plan - Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
Standard Deviation	7.58%	-
Sharp	0.91%	-
Beta	-	-
Alpha	-	-

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	36.84	34.8
Large Cap	55.12	56.39
Mid Cap	4.8	4.51
Small Cap	3.25	4.3

Scheme Name	Axis Balanced Advantage Fund - Regular Plan - Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
Others	32.21	30.94
Energy	8.05	0
Technology	7.29	-
Basic Materials	3.7	-
Consumer Defensive	3.56	7.08
Industrials	6.68	2.5
Financial Services	22	29.11
Healthcare	4.45	5.87
Consumer Cyclical	6.33	12.9
Communication Services	2.72	-
Utilities	2.36	8.59
Real Estate	0.64	3.01