Adapt to market situations by striking the right balance
Dear Investor,

With a fund like Axis Balanced Advantage Fund, your portfolio will have the opportunity to stay balanced through market ups and downs.

The fund endeavours to generate more wealth in the long term, without having to worry about market fluctuations.

Here are just a few reasons to invest in Axis Balanced Advantage Fund
Dynamic Allocation
Basis valuation and risk parameters, equity exposure is dynamically decided.
Downside Management
Dynamic equity allocation enables lower equity exposure during high valuations, thereby managing downside and reducing overall volatility
Tax Efficient
The fund attracts equity taxation as Gross Equity exposure is maintained above 65% at all times
With Axis Balanced Advantage Fund, you can generate income while managing risk through active asset allocation.
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Axis Mutual Fund
 
AXIS BALANCED ADVANTAGE FUND
(An open-ended dynamic asset allocation fund)
This product is suitable for investors who are seeking*:
• Capital appreciation and generating income over medium to long term.
• Investment in equity and equity related instruments as well as debt and money market instruments while managing risk through active asset allocation.
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
Riskometer
 
#Effective Oct 1, 2021, fundamental attribute of Axis Balanced Advantage Fund (erstwhile Axis Dynamic Equity Fund) has been revised.

Statutory Details: Axis Mutual Fund has been established as a Trust under the Indian Trusts Act, 1882, sponsored by Axis Bank Ltd. (liability restricted to Rs. 1 Lakh). Trustee: Axis Mutual Fund Trustee Ltd. Investment Manager: Axis Asset Management Co. Ltd. (the AMC).
Mutual Fund Investments are subject to market risks, read all scheme related documents carefully.