What is the 5-year rolling return of Axis Balanced Advantage Fund?

Across 1,038 overlapping 5-year holding periods between 7 August 2017 and 16 October 2026, the Direct plan of Axis Balanced Advantage Fund returned an average of 11.69% a year, with a median of 11.87%. The best 5-year stretch returned 17.15% a year and the worst returned 7.51%.

Has Axis Balanced Advantage Fund ever lost money over 5 years?

No. Every one of the 1,038 5-year holding periods in this fund's history ended in profit. The weakest returned 7.51% a year, for someone who invested on 29 January 2018. Past periods are not a guide to future ones.

What is the difference between the Direct and Regular plans of Axis Balanced Advantage Fund?

Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 5-year rolling returns averaged 11.69% a year on the Direct plan against 10.24% on the Regular plan, a difference of 1.44% a year.

What is the 1-year rolling return of Axis Balanced Advantage Fund?

Across 2,026 overlapping 1-year holding periods between 7 August 2017 and 16 October 2026, the Direct plan of Axis Balanced Advantage Fund returned an average of 10.96% a year, with a median of 8.44%. The best 1-year stretch returned 34.24% a year and the worst returned -7.65%.

What is the 3-year rolling return of Axis Balanced Advantage Fund?

Across 1,531 overlapping 3-year holding periods between 7 August 2017 and 16 October 2026, the Direct plan of Axis Balanced Advantage Fund returned an average of 12.03% a year, with a median of 12.69%. The best 3-year stretch returned 17.92% a year and the worst returned 4.87%.

What is the 7-year rolling return of Axis Balanced Advantage Fund?

Across 542 overlapping 7-year holding periods between 7 August 2017 and 16 October 2026, the Direct plan of Axis Balanced Advantage Fund returned an average of 11.53% a year, with a median of 11.53%. The best 7-year stretch returned 12.77% a year and the worst returned 10.50%.

Axis Mutual Fund

Axis Balanced Advantage Fund — rolling returns

Balanced Advantage · NAV data as of 16 October 2026

2,273 daily NAV records since 7 August 2017

What is a rolling return?

A rolling return measures what you would actually have earned by investing on any given day and holding for a fixed number of years. Instead of quoting one figure from a single convenient start date, it repeats that calculation for every start date in the fund's history — 1,038 separate five-year windows for this fund. The gap between the best and the worst of those windows shows how much your entry date mattered.

Rolling return statistics

Annualised returns (CAGR), computed daily across every available start date.

Plan

Holding period

From

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Index or category average

Direct plan · showing data from 7 August 2017 to 16 October 2026

Average rolling return

11.69%

Windows computed

1,038

Median return

11.87%

Standard deviation

2.50%

Best 5-year window

17.15%a year

Invested 23 Mar 2020 · exited 21 Mar 2025

Worst 5-year window

7.51%a year

Invested 29 Jan 2018 · exited 27 Jan 2023

Consistency — share of 5-year windows

Above 0%: 100.0% (1,038 of 1,038)
Above 8%: 94.5% (981 of 1,038)
Above 12%: 48.0% (498 of 1,038)
Above 15%: 8.2% (85 of 1,038)

Chart resolution

Each point is one 5-year holding period, plotted against the date it began. Showing 209 of 1,038 windows.

Compare holding periods

The same statistics for every period, side by side. The highlighted column is the one shown above.

Rolling return statistics for Axis Balanced Advantage Fund by holding period
Holding period	1Y	3Y	5Y	7Y	10Y
Returns
Average	10.96%	12.03%	11.69%	11.53%	—
Median	8.44%	12.69%	11.87%	11.53%	—
Minimum	-7.65%	4.87%	7.51%	10.50%	—
Maximum	34.24%	17.92%	17.15%	12.77%	—
Std deviation	9.41%	2.86%	2.50%	0.48%	—
Consistency
Above 0%	94.18%	100.00%	100.00%	100.00%	—
Above 8%	52.22%	89.88%	94.51%	100.00%	—
Above 12%	34.65%	57.87%	47.98%	20.11%	—
Above 15%	26.75%	14.76%	8.19%	0.00%	—
Coverage
Windows computed	2,026	1,531	1,038	542	—

Statistics are computed from all daily rolling windows in the selected range. Chart resolution changes the plotted line only, never these numbers.

Direct vs Regular plan

The same fund and the same portfolio. The Regular plan pays a commission to the distributor who sold it, which comes out of the NAV every year, so its returns run lower. Figures below are 5-year rolling returns over the period both plans share. Over this history the Direct plan averaged 1.44% a year more than Regular.

5-year rolling returns for Axis Balanced Advantage Fund, Direct plan compared with Regular plan
5-year rolling return	Direct	Regular
Average	11.69%	10.24%
Best window	17.15%from 23 Mar 2020	15.66%from 23 Mar 2020
Worst window	7.51%from 29 Jan 2018	6.04%from 29 Jan 2018
Windows computed	1,038	1,038

Common questions about Axis Balanced Advantage Fund

What is the 5-year rolling return of Axis Balanced Advantage Fund?: Across 1,038 overlapping 5-year holding periods between 7 August 2017 and 16 October 2026, the Direct plan of Axis Balanced Advantage Fund returned an average of 11.69% a year, with a median of 11.87%. The best 5-year stretch returned 17.15% a year and the worst returned 7.51%.
Has Axis Balanced Advantage Fund ever lost money over 5 years?: No. Every one of the 1,038 5-year holding periods in this fund's history ended in profit. The weakest returned 7.51% a year, for someone who invested on 29 January 2018. Past periods are not a guide to future ones.
What is the difference between the Direct and Regular plans of Axis Balanced Advantage Fund?: Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 5-year rolling returns averaged 11.69% a year on the Direct plan against 10.24% on the Regular plan, a difference of 1.44% a year.
What is the 1-year rolling return of Axis Balanced Advantage Fund?: Across 2,026 overlapping 1-year holding periods between 7 August 2017 and 16 October 2026, the Direct plan of Axis Balanced Advantage Fund returned an average of 10.96% a year, with a median of 8.44%. The best 1-year stretch returned 34.24% a year and the worst returned -7.65%.
What is the 3-year rolling return of Axis Balanced Advantage Fund?: Across 1,531 overlapping 3-year holding periods between 7 August 2017 and 16 October 2026, the Direct plan of Axis Balanced Advantage Fund returned an average of 12.03% a year, with a median of 12.69%. The best 3-year stretch returned 17.92% a year and the worst returned 4.87%.
What is the 7-year rolling return of Axis Balanced Advantage Fund?: Across 542 overlapping 7-year holding periods between 7 August 2017 and 16 October 2026, the Direct plan of Axis Balanced Advantage Fund returned an average of 11.53% a year, with a median of 11.53%. The best 7-year stretch returned 12.77% a year and the worst returned 10.50%.

Compare with other funds

Other Balanced Advantage funds

5-year rolling return (Direct)

Figures are 5-year rolling return averages on the Direct plan, over each fund's own history. Funds with different start dates cover different market conditions, so these are a starting point for comparison rather than a like-for-like ranking.