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

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tortoise-icon Axis Balanced Advantage Fund - Regular Plan - Growth

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tortoise-icon 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) ₹3721 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

Trailing Lumpsum Returns

Scheme Name Axis Balanced Advantage Fund - Regular Plan - Growth Quant Dynamic Asset Allocation Fund Regular - Growth
1 Month 1.31% 1.48%
6 Month 3.4% 2.74%
1 Year 8.15% 6.21%
3 Year 14.18% -
5 Year 12.47% -

SIP Return Analysis

Scheme Name Axis Balanced Advantage Fund - Regular Plan - Growth Quant Dynamic Asset Allocation Fund Regular - Growth
6 Month 2.82% 1.17%
1 Year 10.36% 9.86%
3 Year 13.55% -
5 Year 12.55% -

Rolling Lumpsum Returns

Scheme Name Axis Balanced Advantage Fund - Regular Plan - Growth Quant Dynamic Asset Allocation Fund Regular - Growth
1 Year 8.06% 20.49%
3 Year 10.81% -
5 Year 10.61% -

Risk Management

Scheme Name Axis Balanced Advantage Fund - Regular Plan - Growth Quant Dynamic Asset Allocation Fund Regular - Growth
Standard Deviation 7.49% -
Sharp 0.93% -
Beta 1.06% -
Alpha 1.60% -

Fund Managers

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

Market Cap

Scheme Name

Axis Balanced Advantage Fund - Regular Plan - Growth

Quant Dynamic Asset Allocation Fund Regular - Growth

Others 35.47 32.77
Large Cap 56.23 54.31
Mid Cap 5.53 7.76
Small Cap 2.77 5.15

Sector Allocation

Scheme Name

Axis Balanced Advantage Fund - Regular Plan - Growth

Quant Dynamic Asset Allocation Fund Regular - Growth

Others 29.67 26.7
Energy 6.6 -
Technology 8.94 -
Industrials 7.6 2.86
Financial Services 21.52 19.91
Basic Materials 3.78 -
Healthcare 4.99 7.66
Consumer Defensive 4.52 7.92
Consumer Cyclical 6.35 15.03
Real Estate 1.55 5.76
Communication Services 2.16 -
Utilities 2.32 14.16

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