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) ₹2323 Cr ₹1201 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 07 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 2.03 2.13
Manager Hardik Shah Sanjeev Sharma
ISIN Code INF846K01A52 INF966L01BO9
Exits Load Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365 Exit load of 1%, if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name Axis Balanced Advantage Fund - Regular Plan - Growth Quant Dynamic Asset Allocation Fund Regular - Growth
1 Month 1.45% -0.29%
6 Month 14.11% 16.01%
1 Year 30.3% 57.63%
3 Year 13.03% -
5 Year 13.14% -

SIP Return Analysis

Scheme Name Axis Balanced Advantage Fund - Regular Plan - Growth Quant Dynamic Asset Allocation Fund Regular - Growth
6 Month - -
1 Year 12.57% 23.37%
3 Year 26.75% 30.96%
5 Year 41.86% 30.96%

Rolling Lumpsum Returns

Scheme Name Axis Balanced Advantage Fund - Regular Plan - Growth Quant Dynamic Asset Allocation Fund Regular - Growth
1 Year 12.56% 31.81%
3 Year 32.12% 32.71%
5 Year 45.81% 32.71%

Risk Management

Scheme Name Axis Balanced Advantage Fund - Regular Plan - Growth Quant Dynamic Asset Allocation Fund Regular - Growth
Standard Deviation 7.39% -
Sharp 0.89% -
Beta 0.98% -
Alpha 2.31% -

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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
Fund Manage 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 35.88 41.02
Large Cap 51.36 51.64
Mid Cap 7.43 3.23
Small Cap 5.34 4.12

Sector Allocation

Scheme Name

Axis Balanced Advantage Fund - Regular Plan - Growth

Quant Dynamic Asset Allocation Fund Regular - Growth

Sovereign 11.61 -
Financial 28.95 25.39
Energy 7.6 18.26
Others 9.94 26.83
Technology 4.95 -
Automobile 6.85 3.23
Healthcare 5.51 -
Communication 4.05 -
Construction 3.68 -
Chemicals 2.54 -
Consumer Staples 3.53 7.02
Insurance 2.43 6.52
Capital Goods 4.12 -
Materials 1.96 2.15
Metals & Mining 1.01 2.77
Services 1.28 6.82
Textiles - 1.02

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