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Axis Balanced Advantage Fund

Axis Mutual Fund Dynamic Asset Allocation Fund Active Stock Picker As of 2026-05-31
Holdings
158
Well diversified
Top 10 weight
34%
Concentration
Active share
53%
Active Stock Picker
Equity
-
Asset allocation

Portfolio

44Sectors 9High-conviction bets 18%Top sector wt. -Cash

Market-cap allocation

Large cap60%
Mid cap6%
Small cap4%

Asset allocation

Asset mix not available.

Top holdings

14.1%
3.0%

AI Smart summary

Pros

  • Well-diversified across 158 holdings.
  • Low top-10 concentration (34%).

Cons

  • Concentrated in Banks - watch sector risk.

Auto-generated from fund metrics. Educational only - not investment advice.

Peer comparison

Other funds in Dynamic Asset Allocation Fund.

HDFC Balanced Advantage Fund312 holdings · 52% AS
Kotak Balanced Advantage Fund206 holdings · 53% AS
NJ Balanced Advantage Fund144 holdings · 68% AS

Sector exposure

Full industry / sector breakdown aggregated from the fund's holdings.

Banks18.0%
Sovereign8.3%
CRISIL AAA6.4%
CRISIL AA+5.6%
IT - Software5.2%
Petroleum Products5.2%
Automobiles4.5%
Finance3.6%
ICRA AA+3.4%
Pharmaceuticals & Biotechnology3.4%
Construction2.9%
Healthcare Services2.7%
Power2.7%
Telecom - Services2.5%