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Dear Investor,
Gone are the days when investors invested their money at market peak and redeemed at market lows.
The dynamic approach of Axis Balanced Advantage Fund gives investors the opportunity to potentially generate wealth by navigating market ups and downs.
Here are just a few reasons to invest in Axis Balanced Advantage Fund |
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Dynamic Allocation |
Basis valuation and risk parameters, equity exposure is dynamically decided. |
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Downside Management |
Dynamic equity allocation enables lower equity exposure during high valuations, thereby managing downside and reducing overall volatility |
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Tax Efficient |
The fund attracts equity taxation as Gross Equity exposure is maintained above 65% at all times |
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AXIS BALANCED ADVANTAGE FUND |
(An open-ended dynamic asset allocation fund) |
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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. |
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*Investors should consult their financial advisers if in doubt about whether the product is suitable for them. |
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#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). |
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Mutual Fund Investments are subject to market risks, read all scheme related documents carefully. |
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