Axis Balanced Advantage Fund Direct Growth

Scheme code: INF846K01A29 NAV value: ₹ 22.3900 NAV date: 20 December, 2024
Fund option: Direct Fund type: Growth
Asset class: Hybrid Asset category: Dynamic Asset Allocation or Balanced Advantage

Rolling returns

Summary

Duration Min Max Average XIRR (%) Category average XIRR (%)
1 year 12.04 36.29 27.12 24.32
3 year 10.85 16.31 13.73 13.36
5 year 10.23 15.57 12.89 13.75

Rolling return for 1 year

Average return: 27.12
Min Max Min-Max Max-Min Standard Deviation Mean From To
29.46 26.9 32.63 23.86 3.23 28.21 11-2023 11-2024
31.68 31.84 36.29 27.38 3.15 31.8 10-2023 10-2024
31.23 32.02 35.26 28.08 2.55 31.65 09-2023 09-2024
28.62 32.12 34.17 26.66 2.93 30.39 08-2023 08-2024
29.19 29.13 32.85 25.57 2.57 29.18 07-2023 07-2024
23.26 29.16 31.94 20.66 4.5 26.26 06-2023 06-2024
25.41 26.54 31.21 20.95 3.65 26.03 05-2023 05-2024
28.11 27.72 30.72 25.18 1.96 27.93 04-2023 04-2024
28.09 28.73 31.81 25.1 2.38 28.43 03-2023 03-2024
24.89 26.23 28.88 22.32 2.37 25.58 02-2023 02-2024
22.59 22.93 25.34 20.23 1.81 22.77 01-2023 01-2024
16.11 18.18 22.48 12.04 3.76 17.2 12-2022 12-2023

Rolling return for 3 year

Average return: 13.73
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.24 13.25 14.16 12.34 0.64 13.25 11-2021 11-2024
13.63 13.99 14.94 12.69 0.81 13.81 10-2021 10-2024
14.19 14.57 15.35 13.42 0.7 14.38 09-2021 09-2024
14.1 14.24 15.72 12.65 1.09 14.18 08-2021 08-2024
15.23 15.12 16.31 14.05 0.8 15.18 07-2021 07-2024
13.2 15.02 15.79 12.44 1.35 14.11 06-2021 06-2024
13.91 14.2 15.64 12.5 1.11 14.06 05-2021 05-2024
14.08 13.99 14.85 13.23 0.57 14.04 04-2021 04-2024
13.39 13.43 14.48 12.36 0.75 13.42 03-2021 03-2024
13.22 12.48 14.41 11.3 1.13 12.85 02-2021 02-2024
13.54 12.62 14.38 11.79 0.97 13.08 01-2021 01-2024
11.91 12.84 13.92 10.85 1.13 12.38 12-2020 12-2023

Rolling return for 5 year

Average return: 12.89
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.62 13.9 14.17 13.35 0.31 13.76 11-2019 11-2024
14.16 14.44 14.95 13.65 0.47 14.3 10-2019 10-2024
14.87 14.84 15.57 14.15 0.5 14.86 09-2019 09-2024
14.17 14.65 15.14 13.68 0.54 14.41 08-2019 08-2024
13.96 14.04 14.6 13.4 0.43 14 07-2019 07-2024
12.07 12.99 13.61 11.47 0.82 12.54 06-2019 06-2024
12.09 12.23 13.1 11.22 0.67 12.16 05-2019 05-2024
11.89 12.1 12.34 11.65 0.25 12 04-2019 04-2024
11.91 12.07 12.55 11.43 0.4 11.99 03-2019 03-2024
11.9 12.26 12.61 11.55 0.4 12.08 02-2019 02-2024
11.44 11.76 11.94 11.26 0.27 11.6 01-2019 01-2024
10.66 11.41 11.85 10.23 0.63 11.04 12-2018 12-2023