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

Axis Balanced Advantage Fund - Regular Plan - Growth

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Quant Dynamic Asset Allocation Fund Regular - Growth

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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)	₹2547 Cr	₹1350 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	2.01	2.1
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	0.45%	1.11%
6 Month	5.35%	-3.65%
1 Year	19.15%	24.05%
3 Year	12.42%	-
5 Year	12.31%	-

Scheme Name	Axis Balanced Advantage Fund - Regular Plan - Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
6 Month	-	-
1 Year	14.35%	2.95%
3 Year	17.2%	-
5 Year	14.68%	-

Scheme Name	Axis Balanced Advantage Fund - Regular Plan - Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
1 Year	7.63%	55.72%
3 Year	9.65%	-
5 Year	8.02%	-

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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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

Scheme Name	Axis Balanced Advantage Fund - Regular Plan - Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
Others	18.35	26.42
Large Cap	53.62	65.83
Mid Cap	8.15	1.96
Small Cap	6.52	5.79

Scheme Name	Axis Balanced Advantage Fund - Regular Plan - Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
Others	18.35	26.42
Petroleum Products	4.54	9.44
IT - Software	6.38	-
Cement & Cement Products	1.08	-
Personal Products	0.77	-
Construction	2.97	6.97
Capital Markets	0.02	-
Healthcare Services	1.63	-
Banks	14.48	-
Diversified FMCG	0.66	14.27
Non - Ferrous Metals	0.77	-
Pharmaceuticals & Biotechnology	4.91	1.96
Aerospace & Defense	0.99	-
Auto Components	0.45	6.44
Electrical Equipment	0.79	-
Automobiles	5.31	-
Ferrous Metals	0.19	-
Finance	4.42	12.68
Insurance	2.9	15.35
Gas	0.14	-
IT - Services	0.08	-
Agricultural Food & other Products	0.64	-
Diversified Metals	0.46	-
Oil	0.54	-
Food Products	0.04	4.3
Power	2.35	-
Consumer Durables	0.22	-
Industrial Products	0.71	-
Chemicals & Petrochemicals	1.32	-
Household Products	0.73	-
Telecom - Services	2.46	-
Consumable Fuels	0.87	-
Fertilizers & Agrochemicals	0.8	-
Industrial Manufacturing	1.45	-
Transport Services	0.03	-
Retailing	0.65	-
Leisure Services	0.56	-
Realty	0.45	-
Beverages	0.53	-
Commercial Services & Supplies	-	2.17