Research & DIY Experimentation Only: This site is for educational and informational purposes only. No assurance is provided on data correctness and it is not SEBI-registered investment advice.
MF_141642

Axis Balanced Advantage Fund - Direct Plan - Growth

Hybrid Schemes - Balanced Advantage Fund/ Dynamic Asset Allocation

Back to Home
End Amount
₹23,525.32
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
9.71%
MF_141642 Return
Benchmark CAGR
10.70%
Nifty 50
Inflation Adj. CAGR
4.62%
Real Annualized Return
Alpha
0.01
Excess Return vs Benchmark
Beta
0.45
Volatility vs Benchmark
Sharpe Ratio
0.46
Risk-Adjusted Return
Sortino Ratio
0.67
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 48% 14% 40%
60 days 46% 12% 25%
90 days 44% 10% 19%
180 days 48% 7% 13%
1Yr 45% 5% 8%
3Yr 32% 2% 5%
5Yr 15% 1% 4%
7Yr 0% 0% 2%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Axis Balanced Advantage Fund - Direct Plan - Growth Nifty 50
30 days 7.5% | -42.0% | 12.0% | 83.0% 26.6% | -63.1% | 13.8% | 187.2%
60 days -16.9% | -29.8% | 11.3% | 57.8% -23.0% | -50.0% | 15.6% | 128.2%
90 days -14.7% | -24.3% | 11.2% | 48.3% -25.0% | -45.3% | 14.9% | 113.4%
1 Year -1.4% | -2.6% | 8.5% | 30.4% -10.0% | -16.4% | 10.1% | 60.0%
3 Years 11.5% | 5.8% | 12.7% | 16.8% 7.7% | 6.0% | 14.8% | 26.2%
5 Years 9.0% | 7.8% | 11.8% | 16.0% 6.4% | 6.8% | 14.7% | 22.8%
7 Years 10.6% | 10.6% | 11.5% | 12.5% 11.2% | 11.3% | 13.7% | 15.7%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 7 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Aug. 28, 2018 May 18, 2019 263 days 9% Nifty 50: 14% 11370 10348 11370
Feb. 13, 2020 Oct. 9, 2020 239 days 17% Nifty 50: 37% 12095 10020 12105
Jan. 17, 2022 Nov. 15, 2022 302 days 10% Nifty 50: 16% 15551 14052 15581
Dec. 1, 2022 May 13, 2023 163 days 6% Nifty 50: 10% 15839 14955 15859
Sept. 27, 2024 May 15, 2025 230 days 7% Nifty 50: 15% 22969 21261 23049
Jan. 2, 2026 Aug. 1, 2026 211 days 8% Nifty 50: 15% 24240 22344 24469
Aug. 3, 2026 Oct. 30, 2026 88 days 5% Nifty 50: 10% 24469 23148 23525