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)	₹3591 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	0.95%	-0.11%
6 Month	5.5%	7.97%
1 Year	3.4%	-1.58%
3 Year	14.66%	-
5 Year	12.99%	-

Scheme Name	Axis Balanced Advantage Fund - Regular Plan - Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
6 Month	1.04%	-0.03%
1 Year	6.89%	7.35%
3 Year	12.97%	-
5 Year	12.15%	-

Scheme Name	Axis Balanced Advantage Fund - Regular Plan - Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
1 Year	8.43%	20.49%
3 Year	10.68%	-
5 Year	10.45%	-

Scheme Name	Axis Balanced Advantage Fund - Regular Plan - Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
Standard Deviation	7.43%	-
Sharp	0.90%	-
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	36.15	30.94
Large Cap	55.89	59.73
Mid Cap	5.43	4.46
Small Cap	2.53	4.87

Scheme Name	Axis Balanced Advantage Fund - Regular Plan - Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
Others	30.96	26.72
Energy	6.94	-
Technology	8.77	-
Industrials	6.84	3.08
Financial Services	21.75	29.18
Healthcare	5.4	8.06
Consumer Defensive	4.16	7.61
Basic Materials	3.62	-
Consumer Cyclical	5.81	13.78
Communication Services	2.21	-
Real Estate	1.05	2.9
Utilities	2.51	8.66