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 -1.08% -4.77%
6 Month 9.08% -1.44%
1 Year 25.87% 31.38%
3 Year 11.51% -
5 Year 12.35% -

SIP Return Analysis

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

Rolling Lumpsum Returns

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% -

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 26.42
Large Cap 51.36 65.83
Mid Cap 7.43 1.96
Small Cap 5.34 5.79

Sector Allocation

Scheme Name

Axis Balanced Advantage Fund - Regular Plan - Growth

Quant Dynamic Asset Allocation Fund Regular - Growth

Others 9.94 26.42
Insurance 2.43 15.35
Chemicals 2.54 -
Technology 4.95 -
Consumer Staples 3.53 -
Financial 28.95 -
Automobile 6.85 -
Materials 1.96 -
Energy 7.6 -
Capital Goods 4.12 -
Metals & Mining 1.01 -
Sovereign 11.61 -
Construction 3.68 6.97
Healthcare 5.51 -
Services 1.28 -
Communication 4.05 -
Petroleum Products - 9.44
Diversified FMCG - 14.27
Commercial Services & Supplies - 2.17
Food Products - 4.3
Pharmaceuticals & Biotechnology - 1.96
Finance - 12.68
Auto Components - 6.44

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