Axis Balanced Advantage Fund(G)-Direct Plan

15.12 0.03 (0.20%) NAV as on 25-Jan-22

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return-1.564.6414.8111.41NA9.65
Category Avg-1.293.8513.2411.37NA7.69
Category Best5.875.165.5214.9613.0018.31
Category Worst1.481.521.8710.1010.101.53

* Equity - Returns upto 1 year are absolute and over 1 year are CAGR.

* Debt - Returns upto 1 year are annualised and over 1 year are CAGR.

Performance GRAPH

QUARTERLY RETURNS

Year Q1 Q2 Q3 Q4
20214.698.031.182.44
20206.843.2411.38-9.34
20191.511.401.902.46
20183.340.650.64-0.19
2017NANA4.38NA

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202117.23417NA
202011.381013NA
20197.481012NA
20184.48210NA
20174.989NA

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
HDFC Balanced Advantage Fund(G)282.4211-Sep-0027.9815.113.7616.91
Union Balanced Advantage Fund-Reg(G)14.8729-Dec-177.4413.41-10.22
ICICI Pru Balanced Advantage Fund(G)49.1730-Dec-0614.5613.1411.1511.14
Kotak Balanced Advantage Fund-Reg(G)14.3403-Aug-1811.1912.88-10.91
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]10.2594
Semi Standard Deviation [%]0.0639
Beta [%]-0.7082
Sharp Ratio [%]0.3759
R-Square [%]-0.1187
Expense Ratio [%]0.8600
AVG Ratio [%]0.0047
Other Ratios
Jenson Ratio [%]0.0396
Treynor Ratio [%]-0.0622
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.0666
SORTINO Ratio [%]-0.0983

Return Calculator

MARKET STATS As on 27/01/2022 As on 27/01/2022

16940.90 (-1.95) 56670.35 (-2.05)

TOP GAINERS

Company Price Change Gain (%)
TV18 Broadcast58.509.7520.00
EmkayGlobal Finl.Ser129.3521.3019.71

TOP LOSERS

Company Price Change Loss (%)
Torrent Pharma2677.95-483.05-15.28
Zomato90.45-10.00-9.96

Portfolio Comparison

MUTUAL FUND ACTIVITY