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)	₹3431 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	-0.1%	-1.67%
6 Month	6.82%	10.83%
1 Year	4.43%	-5.61%
3 Year	13.38%	-
5 Year	13.25%	-

Scheme Name	Axis Balanced Advantage Fund - Regular Plan - Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
6 Month	1.29%	2.72%
1 Year	3.92%	4.07%
3 Year	13.19%	-
5 Year	12.25%	-

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	36.86	32.13
Large Cap	54.94	58.03
Mid Cap	5.37	4.71
Small Cap	2.84	5.12

Scheme Name	Axis Balanced Advantage Fund - Regular Plan - Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
Others	32.11	28.04
Energy	7.26	-
Technology	7.07	-
Basic Materials	3.57	-
Consumer Defensive	3.25	7.29
Industrials	7.13	2.75
Financial Services	22.96	28.06
Healthcare	5.67	8.56
Consumer Cyclical	5.44	13.6
Communication Services	2.4	-
Utilities	2.56	8.77
Real Estate	0.57	2.93