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)	₹3161 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	1.44%	2.5%
6 Month	3.23%	3.52%
1 Year	7.32%	-0.36%
3 Year	16.27%	-
5 Year	13.84%	-

Scheme Name	Axis Balanced Advantage Fund - Regular Plan - Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
6 Month	4.88%	9.52%
1 Year	9.11%	10.24%
3 Year	15.45%	-
5 Year	13.57%	-

Scheme Name	Axis Balanced Advantage Fund - Regular Plan - Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
1 Year	8.75%	42.79%
3 Year	10.38%	-
5 Year	9.89%	-

Scheme Name	Axis Balanced Advantage Fund - Regular Plan - Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
Standard Deviation	7.80%	-
Sharp	1.16%	-
Beta	-	-
Alpha	-	-

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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	23.94
Large Cap	56.8	66.52
Mid Cap	4.89	4.61
Small Cap	3.3	4.93

Scheme Name	Axis Balanced Advantage Fund - Regular Plan - Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
Others	32.9	22.73
Energy	8.07	9.62
Technology	7.41	-
Basic Materials	3.59	-
Consumer Defensive	3.22	7.18
Industrials	6.03	0
Financial Services	22.09	29.68
Healthcare	4.75	5.82
Consumer Cyclical	6.89	13.65
Communication Services	2.67	-
Utilities	2.05	8.41
Real Estate	0.33	2.9