To achieve the dual objective of capital appreciation by investing in a portfolio of equity related instruments and generating income through investments in debt and money market instruments. It also aims to manage risk through active asset allocation. There is no assurance that the investment objective of the Scheme will be achieved.
Expert-managed portfolios tailored to your financial goals and risk appetite.
| Balanced Advantage | 1M | 3M | 6M | 9M | 1Y | 2Y | 3Y | 4Y | 5Y | 10Y | ALL |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund returns | -1.51% | -3.06% | -1.51% | -2.52% | -2.11% | 0.97% | 9.52% | 9.99% | 7.42% | N/A | 8.32% |
| Category returns | -2.49% | -3.14% | -1.26% | -2.03% | -2.18% | 0.76% | 7.95% | 8.97% | 7.52% | 9.13% | N/A |
| Absolute returns | -1.51% | -3.06% | -1.51% | -2.52% | -2.11% | 1.95% | 31.38% | 46.39% | 43.08% | N/A | 108.9% |
| Rank within category | 1/21 | 9/21 | 14/21 | 13/20 | 12/20 | 9/20 | 4/18 | 5/17 | 8/14 | N/A | N/A |
| Balanced Advantage | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Yearly returns | N/A | 2.69% | 5.89% | 10.06% | 15.72% | -0.42% | 19.97% | 17.52% | 6.96% | -3.6% |
| Q1 returns | N/A | -0.67% | 2.06% | -9.44% | 2.08% | -2.36% | -1.74% | 4.93% | -0.69% | -7.57% |
| Q2 returns | N/A | 2.9% | 1.19% | 6.43% | 4.48% | -5.04% | 8.14% | 7.74% | 4.92% | 6.24% |
| Q3 returns | N/A | 0.19% | 1% | 2.93% | 7.59% | 5.61% | 3.6% | 6.93% | -1.52% | -2.02% |
| Q4 returns | 3.99% | 0.28% | 1.52% | 10.94% | 0.84% | 1.7% | 8.98% | -2.78% | 4.23% | 0.19% |
Nil for 10% of investments and 1% for remaining investments on or before 12M, Nil after 12M
| Alpha | 0.240009 |
| Beta | 0.6308 |
| Sharpe Ratio | 0.119843 |
| Sortino Ratio | 0.242343 |
| R-Squared | 0.9344 |
| Tracking Error | 1.4471 |
| Downside Risk | 11.0808 |
| Std. Deviation (Annualised) | 8.0888 |
| Balanced Advantage | 1M | 3M | 6M | 9M | 1Y | 3Y | 5Y | 10Y | ALL | Fund Size (Cr) | Exp. Ratio | Sharpe | Risk |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Balanced Advantage Fund - Growth | -1.94% | -1.79% | 0.87% | 1.42% | 2.08% | 9.97% | 8.17% | 9.4% | 9.49% | 9,836.35 | 1.95 | 0.15 | Very High |
| Baroda BNP Paribas Balanced Advantage Fund - Regular Plan - Growth | -3.21% | -3.85% | -0.7% | -0.62% | -0.38% | 9.78% | 8.22% | N/A | 12.1% | 5,162.17 | 2.05 | 0.11 | Very High |
| ICICI Prudential Balanced Advantage Fund - Growth | -2.14% | -2.27% | -0.99% | -1.17% | -0.08% | 9.63% | 9.06% | 10.11% | 10.8% | 71,913.50 | 1.57 | 0.14 | High |
| Axis Balanced Advantage Fund - Regular Plan - Growth Current | -1.51% | -3.06% | -1.51% | -2.52% | -2.11% | 9.52% | 7.42% | N/A | 8.32% | 3,651.14 | 2.15 | 0.12 | Very High |
| HDFC Balanced Advantage Fund - Growth | -2.21% | -3.99% | -2.89% | -4.61% | -4.43% | 9.37% | 11.84% | 12.84% | 16.19% | 102,534.00 | 1.31 | 0.11 | Very High |
| WhiteOak Capital Balanced Advantage Fund - Regular Plan - Growth | -2.15% | -2.25% | 0.8% | -0.87% | -1.58% | 9.32% | N/A | N/A | 10.39% | 2,256.34 | 2.25 | 0.12 | High |
| Nippon India Balanced Advantage Fund - Growth | -2.5% | -3.34% | -1.06% | -0.98% | -1.76% | 8.59% | 7.46% | 9.23% | 14.02% | 9,532.23 | 1.99 | 0.10 | Very High |
| Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | -2.94% | -3.14% | -0.01% | -1.56% | -1.51% | 8.5% | N/A | N/A | 7.87% | 878.76 | 2.43 | 0.08 | Very High |
| SBI Balanced Advantage Fund - Regular Plan - Growth | -1.88% | -3.87% | -2.91% | -3.54% | -1.71% | 8.17% | 8.35% | N/A | 8.7% | 40,544.60 | 1.67 | 0.09 | Very High |
| Bandhan Balanced Advantage Fund - Regular Plan - Growth | -1.83% | -1.95% | 0.76% | 0.15% | 0.63% | 7.9% | 6.09% | 8.25% | 7.83% | 2,234.66 | 2.31 | 0.07 | Very High |
| Name | Sector | Instrument | Assets % |
|---|---|---|---|
| Net Receivables / (Payables) | Cash & Cash Equivalents and Net Assets | 14.35% | |
| ICICI Bank Ltd. | Banks | Domestic Equities | 5.81% |
| HDFC Bank Ltd. | Banks | Domestic Equities | 5.65% |
| Reliance Industries Ltd. | Petroleum Products | Domestic Equities | 4.43% |
| State Bank Of India | Banks | Domestic Equities | 3.26% |
| Kotak Mahindra Bank Ltd. | Banks | Domestic Equities | 2.39% |
| Bharti Airtel Ltd. | Telecom - Services | Domestic Equities | 2.38% |
| Larsen & Toubro Ltd. | Construction | Domestic Equities | 2.20% |
| Infosys Ltd. | IT - Software | Domestic Equities | 2.20% |
| Mahindra & Mahindra Ltd. | Automobiles | Domestic Equities | 2.01% |
| Apollo Hospitals Enterprise Ltd. | Healthcare Services | Domestic Equities | 1.83% |
| Cholamandalam Investment and Finance Company Ltd (27/02/2029) (FRN) ** | Floating Rate Instruments | 1.78% | |
| NTPC Ltd. | Power | Domestic Equities | 1.56% |
| Axis Bank Ltd. | Banks | Domestic Equities | 1.53% |
| Eternal Ltd. | Retailing | Domestic Equities | 1.51% |
| 7.61% Government of India (09/05/2030) | Government Securities | 1.40% | |
| 7.97% Mankind Pharma Limited (16/11/2027) ** | Corporate Debt | 1.37% | |
| 8.4% Muthoot Finance Limited (28/08/2028) ** | Corporate Debt | 1.36% | |
| 8.11% Pilani Investment and Industries Corporation Limited (24/04/2029) ** | Corporate Debt | 1.35% | |
| Sun Pharmaceutical Industries Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 1.19% |
| Bajaj Finance Ltd. | Finance | Domestic Equities | 1.17% |
| 8.4% Indian Railway Finance Corporation Limited (08/01/2029) ** | Corporate Debt | 1.11% | |
| Clearing Corporation of India Ltd | Cash & Cash Equivalents and Net Assets | 1.03% | |
| The Indian Hotels Company Ltd. | Leisure Services | Domestic Equities | 1.02% |
| Interglobe Aviation Ltd. | Transport Services | Domestic Equities | 0.99% |
| The Phoenix Mills Ltd. | Realty | Domestic Equities | 0.96% |
| Embassy Office Parks REIT | Realty | REITs & InvITs | 0.96% |
| Shriram Finance Ltd. | Finance | Domestic Equities | 0.91% |
| Samvardhana Motherson International Ltd. | Auto Components | Domestic Equities | 0.89% |
| Indus Infra Trust | Transport Infrastructure | REITs & InvITs | 0.89% |
| Hindustan Aeronautics Ltd. | Aerospace & Defense | Domestic Equities | 0.87% |
| 91 Days Tbill (MD 15/10/2026) | Treasury Bills | 0.82% | |
| United Spirits Ltd. | Beverages | Domestic Equities | 0.81% |
| 7.25% Embassy Office Parks REIT (24/07/2035) ** | Corporate Debt | 0.80% | |
| TVS Motor Company Ltd. | Automobiles | Domestic Equities | 0.78% |
| Sona BLW Precision Forgings Ltd. | Auto Components | Domestic Equities | 0.76% |
| Britannia Industries Ltd. | Food Products | Domestic Equities | 0.72% |
| SBI Life Insurance Company Ltd. | Insurance | Domestic Equities | 0.71% |
| PNB Housing Finance Ltd. | Finance | Domestic Equities | 0.71% |
| ITC Ltd. | Diversified FMCG | Domestic Equities | 0.70% |
| 8.66% Cholamandalam Investment and Finance Company Ltd (23/02/2033) ** | Corporate Debt | 0.70% | |
| Tata Power Company Ltd. | Power | Domestic Equities | 0.70% |
| 8.75% Bharti Telecom Limited (05/11/2029) | Corporate Debt | 0.69% | |
| 8.58% GMR Hyderabad International Airport Limited (28/03/2034) ** | Corporate Debt | 0.68% | |
| 8.60% Muthoot Finance Limited (02/03/2028) ** | Corporate Debt | 0.68% | |
| 7.75% Bharti Telecom Limited (29/02/2028) ** | Corporate Debt | 0.68% | |
| 7.69% REC Limited (31/03/2033) ** | Corporate Debt | 0.68% | |
| 7.54% Bihar State Development Loans (03/09/2033) | Government Securities | 0.68% | |
| CG Power and Industrial Solutions Ltd. | Electrical Equipment | Domestic Equities | 0.67% |
| 6.87% REC Limited (31/05/2030) ** | Corporate Debt | 0.66% | |
| DOMS Industries Ltd. | Household Products | Domestic Equities | 0.63% |
| Varun Beverages Ltd. | Beverages | Domestic Equities | 0.63% |
| Tata Consumer Products Ltd. | Agricultural Food & other Products | Domestic Equities | 0.62% |
| Titan Company Ltd. | Consumer Durables | Domestic Equities | 0.62% |
| Hindustan Unilever Ltd. | Diversified FMCG | Domestic Equities | 0.62% |
| HDFC Life Insurance Company Ltd. | Insurance | Domestic Equities | 0.60% |
| 7.70% Bajaj Finance Limited (07/06/2027) | Corporate Debt | 0.59% | |
| Asian Paints Ltd. | Consumer Durables | Domestic Equities | 0.59% |
| Cholamandalam Investment and Finance Company Ltd. | Finance | Domestic Equities | 0.57% |
| Tata Steel Ltd. | Ferrous Metals | Domestic Equities | 0.57% |
| Pidilite Industries Ltd. | Chemicals & Petrochemicals | Domestic Equities | 0.56% |
| Vijaya Diagnostic Centre Ltd. | Healthcare Services | Domestic Equities | 0.55% |
| 7.81% Uttar Pradesh State Development Loans (19/10/2034) | Government Securities | 0.55% | |
| Muthoot Finance Limited (26/07/2029) (FRN) ** | Floating Rate Instruments | 0.55% | |
| 91 Days Tbill (MD 12/11/2026) | Treasury Bills | 0.54% | |
| 91 Days Tbill (MD 19/11/2026) | Treasury Bills | 0.54% | |
| Bajaj Auto Ltd. | Automobiles | Domestic Equities | 0.54% |
| 7.88% Muthoot Finance Limited (22/11/2028) | Corporate Debt | 0.54% | |
| Maruti Suzuki India Ltd. | Automobiles | Domestic Equities | 0.52% |
| Premier Energies Ltd. | Electrical Equipment | Domestic Equities | 0.50% |
| Dixon Technologies (India) Ltd. | Consumer Durables | Domestic Equities | 0.50% |
| RBL Bank Ltd. | Banks | Domestic Equities | 0.49% |
| Mphasis Ltd. | IT - Software | Domestic Equities | 0.47% |
| Ultratech Cement Ltd. | Cement & Cement Products | Domestic Equities | 0.44% |
| Divi's Laboratories Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.42% |
| Indus Towers Ltd. | Telecom - Services | Domestic Equities | 0.41% |
| 7.22% Maharashtra State Development Loans (26/10/2026) | Government Securities | 0.41% | |
| 7.90% Mahindra & Mahindra Financial Services Limited (30/08/2027) ** | Corporate Debt | 0.41% | |
| 7.66% Bajaj Housing Finance Limited (20/03/2028) ** | Corporate Debt | 0.41% | |
| 7.19% JIO Credit Limited (15/03/2028) ** | Corporate Debt | 0.40% | |
| LG Electronics India Ltd. | Consumer Durables | Domestic Equities | 0.40% |
| 7.4% Small Industries Dev Bank of India (18/06/2031) ** | Corporate Debt | 0.40% | |
| ITC Hotels Ltd. | Leisure Services | Domestic Equities | 0.40% |
| Mankind Pharma Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.38% |
| FSN E-Commerce Ventures Ltd. | Retailing | Domestic Equities | 0.38% |
| Amber Enterprises India Ltd. | Consumer Durables | Domestic Equities | 0.37% |
| Jubilant FoodWorks Ltd. | Leisure Services | Domestic Equities | 0.36% |
| Bharat Petroleum Corporation Ltd. | Petroleum Products | Domestic Equities | 0.36% |
| Tata Capital Ltd. | Finance | Domestic Equities | 0.36% |
| Tech Mahindra Ltd. | IT - Software | Domestic Equities | 0.33% |
| Info Edge (India) Ltd. | Retailing | Domestic Equities | 0.33% |
| Computer Age Management Services Ltd. | Capital Markets | Domestic Equities | 0.33% |
| Torrent Pharmaceuticals Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.32% |
| Coforge Ltd. | IT - Software | Domestic Equities | 0.32% |
| Piramal Pharma Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.32% |
| Knowledge Realty Trust | Realty | REITs & InvITs | 0.32% |
| Delhivery Ltd. | Transport Services | Domestic Equities | 0.32% |
| REC Ltd. | Finance | Domestic Equities | 0.31% |
| Bharat Electronics Ltd. | Aerospace & Defense | Domestic Equities | 0.28% |
| 8.65% TVS Holdings Limited (07/06/2029) ** | Corporate Debt | 0.27% | |
| 8.4% Narayana Hrudayalaya Limited (15/02/2030) ** | Corporate Debt | 0.27% | |
| 7.48% National Bank For Agriculture and Rural Development (15/09/2028) | Corporate Debt | 0.27% | |
| Cipla Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.25% |
| Solar Industries India Ltd. | Chemicals & Petrochemicals | Domestic Equities | 0.25% |
| INDO-MIM Ltd. | Industrial Manufacturing | Domestic Equities | 0.25% |
| Multi Commodity Exchange Of India Ltd. | Capital Markets | Domestic Equities | 0.24% |
| Dr. Reddy's Laboratories Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.23% |
| Kirloskar Oil Engines Ltd. | Industrial Products | Domestic Equities | 0.22% |
| Bajaj Finserv Ltd. | Finance | Domestic Equities | 0.22% |
| Exide Industries Ltd. | Auto Components | Domestic Equities | 0.21% |
| Tenneco Clean Air India Ltd. | Auto Components | Domestic Equities | 0.21% |
| GE Vernova T&D India Ltd. | Electrical Equipment | Domestic Equities | 0.21% |
| Tata Motors Ltd. | Agricultural, Commercial & Construction Vehicles | Domestic Equities | 0.20% |
| Vishal Mega Mart Ltd. | Retailing | Domestic Equities | 0.20% |
| Minda Corporation Ltd. | Auto Components | Domestic Equities | 0.20% |
| 8.3439% HDB Financial Services Limited (05/07/2027) ** | Corporate Debt | 0.19% | |
| Tata Consultancy Services Ltd. | IT - Software | Domestic Equities | 0.19% |
| Fortis Healthcare Ltd. | Healthcare Services | Domestic Equities | 0.18% |
| Eicher Motors Ltd. | Automobiles | Domestic Equities | 0.17% |
| Voltas Ltd. | Consumer Durables | Domestic Equities | 0.17% |
| Global Health Ltd. | Healthcare Services | Domestic Equities | 0.17% |
| Hindalco Industries Ltd. | Non - Ferrous Metals | Domestic Equities | 0.16% |
| 7.62% Tamilnadu State Development Loans (29/03/2027) | Government Securities | 0.14% | |
| 8.03% Tata Steel Limited (25/02/2028) ** | Corporate Debt | 0.14% | |
| 7.62% National Bank For Agriculture and Rural Development (31/01/2028) ** | Corporate Debt | 0.14% | |
| 7.1% Government of India (08/04/2034) | Government Securities | 0.14% | |
| 7.53% Tamilnadu State Development Loans (28/01/2037) | Government Securities | 0.13% | |
| The Federal Bank Ltd. | Banks | Domestic Equities | 0.13% |
| Petronet LNG Ltd. | Gas | Domestic Equities | 0.12% |
| HCL Technologies Ltd. | IT - Software | Domestic Equities | 0.11% |
| 7.80% Mahanagar Telephone Nigam Limited (07/11/2033) ** | Corporate Debt | 0.11% | |
| Hyundai Motor India Ltd. | Automobiles | Domestic Equities | 0.10% |
| Awfis Space Solutions Ltd. | Commercial Services & Supplies | Domestic Equities | 0.10% |
| Bharat Heavy Electricals Ltd. | Electrical Equipment | Domestic Equities | 0.08% |
| Titagarh Rail Systems Ltd. | Industrial Manufacturing | Domestic Equities | 0.07% |
| Tata Motors Passenger Vehicles Ltd. | Automobiles | Domestic Equities | 0.06% |
| 8.52% Muthoot Finance Limited (07/04/2028) ** | Corporate Debt | 0.05% | |
| 7.4% Power Finance Corporation Limited (08/05/2030) ** | Corporate Debt | 0.05% | |
| Aditya Birla Capital Ltd. | Finance | Domestic Equities | 0.04% |
| Bank Of Baroda | Banks | Domestic Equities | 0.03% |
| 7.45% Rajasthan State Development Loans (27/09/2027) | Government Securities | 0.03% | |
| 6.73% Kerala State Development Loans (10/06/2028) | Government Securities | 0.03% | |
| 7.42% Tamilnadu State Development Loans (03/04/2034) | Government Securities | 0.03% | |
| 7.39% Indian Railway Finance Corporation Limited (15/07/2034) ** | Corporate Debt | 0.03% | |
| IndusInd Bank Ltd. | Banks | Domestic Equities | 0.02% |
| UNO Minda Ltd. | Auto Components | Domestic Equities | 0.02% |
| PG Electroplast Ltd. | Consumer Durables | Domestic Equities | 0.02% |
| NIFTY 23000 Call October 2026 Option | Derivatives-Call Options | 0.02% | |
| 7.34% Government of India (22/04/2064) | Government Securities | 0.02% | |
| 7.72% Maharashtra State Development Loans (25/05/2034) | Government Securities | 0.01% | |
| Godrej Properties Ltd. | Realty | Domestic Equities | 0.01% |
| Kotak Mahindra Prime Limited (23/07/2027) ** | Commercial Paper | 0.01% | |
| Hero MotoCorp Ltd. | Automobiles | Domestic Equities | 0.01% |
| Crompton Greaves Consumer Electricals Ltd. | Consumer Durables | Domestic Equities | 0.01% |
| Coal India Ltd. | Consumable Fuels | Domestic Equities | 0.00% |
| GMR Airports Ltd. | Transport Infrastructure | Domestic Equities | 0.00% |
| Supreme Industries Ltd. | Industrial Products | Domestic Equities | 0.00% |
| Cummins India Ltd. | Industrial Products | Domestic Equities | 0.00% |
| Interest Rate Swaps Pay Floating Receive Fix -NOMURA (25/02/2029) (FV 3000 Lacs) | Derivatives-Options (Others) | 0.00% | |
| GMR Airports Ltd. | Derivatives-Futures | 0.00% | |
| Bharti Airtel Ltd. | Derivatives-Futures | 0.00% | |
| Crompton Greaves Consumer Electricals Ltd. | Derivatives-Futures | -0.01% | |
| Hero MotoCorp Ltd. | Derivatives-Futures | -0.01% | |
| Godrej Properties Ltd. | Derivatives-Futures | -0.01% | |
| PG Electroplast Ltd. | Derivatives-Futures | -0.02% | |
| Indus Towers Ltd. | Derivatives-Futures | -0.02% | |
| UNO Minda Ltd. | Derivatives-Futures | -0.02% | |
| IndusInd Bank Ltd. | Derivatives-Futures | -0.02% | |
| Tata Consumer Products Ltd. | Derivatives-Futures | -0.03% | |
| Bank Of Baroda | Derivatives-Futures | -0.03% | |
| Aditya Birla Capital Ltd. | Derivatives-Futures | -0.04% | |
| Tata Power Company Ltd. | Derivatives-Futures | -0.06% | |
| Hindalco Industries Ltd. | Derivatives-Futures | -0.07% | |
| Bharat Heavy Electricals Ltd. | Derivatives-Futures | -0.08% | |
| The Phoenix Mills Ltd. | Derivatives-Futures | -0.09% | |
| Coforge Ltd. | Derivatives-Futures | -0.10% | |
| REC Ltd. | Derivatives-Futures | -0.10% | |
| FSN E-Commerce Ventures Ltd. | Derivatives-Futures | -0.10% | |
| Torrent Pharmaceuticals Ltd. | Derivatives-Futures | -0.10% | |
| Sun Pharmaceutical Industries Ltd. | Derivatives-Futures | -0.11% | |
| The Federal Bank Ltd. | Derivatives-Futures | -0.13% | |
| Fortis Healthcare Ltd. | Derivatives-Futures | -0.14% | |
| Britannia Industries Ltd. | Derivatives-Futures | -0.14% | |
| Eicher Motors Ltd. | Derivatives-Futures | -0.17% | |
| Bajaj Auto Ltd. | Derivatives-Futures | -0.19% | |
| Pidilite Industries Ltd. | Derivatives-Futures | -0.19% | |
| ITC Ltd. | Derivatives-Futures | -0.22% | |
| Shriram Finance Ltd. | Derivatives-Futures | -0.22% | |
| Bajaj Finance Ltd. | Derivatives-Futures | -0.22% | |
| Interglobe Aviation Ltd. | Derivatives-Futures | -0.29% | |
| Hindustan Unilever Ltd. | Derivatives-Futures | -0.33% | |
| Maruti Suzuki India Ltd. | Derivatives-Futures | -0.33% | |
| Samvardhana Motherson International Ltd. | Derivatives-Futures | -0.33% | |
| Titan Company Ltd. | Derivatives-Futures | -0.35% | |
| Bharat Petroleum Corporation Ltd. | Derivatives-Futures | -0.36% | |
| Tata Steel Ltd. | Derivatives-Futures | -0.37% | |
| Mahindra & Mahindra Ltd. | Derivatives-Futures | -0.42% | |
| SBI Life Insurance Company Ltd. | Derivatives-Futures | -0.44% | |
| CG Power and Industrial Solutions Ltd. | Derivatives-Futures | -0.44% | |
| Larsen & Toubro Ltd. | Derivatives-Futures | -0.45% | |
| Infosys Ltd. | Derivatives-Futures | -0.48% | |
| HDFC Bank Ltd. | Derivatives-Futures | -0.52% | |
| TVS Motor Company Ltd. | Derivatives-Futures | -0.54% | |
| NTPC Ltd. | Derivatives-Futures | -0.60% | |
| Reliance Industries Ltd. | Derivatives-Futures | -0.76% | |
| Apollo Hospitals Enterprise Ltd. | Derivatives-Futures | -0.98% | |
| ICICI Bank Ltd. | Derivatives-Futures | -1.11% | |
| State Bank Of India | Derivatives-Futures | -1.62% | |
| Total | 100.00% | ||
Mr. Devang Shah has 9 years total experience. He is with Axis Asset Management Co. Ltd. from October 16, 2012 till date. His previous experience includes Pricewaterhouse Coopers, Deutsche AMC & ICICI Prudential AMC.
Hardik joined Axis AMC in January 2022 as a Fund Manager and is primarily responsible for focusing on medium to long duration strategies. His core area of expertise includes macro and duration strategies. In addition to trading in G-Sec & Corp Bonds, he has actively traded other Fixed Income Derivative instruments like Interest Rate Swaps, Bond FRAs & IRFs. Hardik started his professional journey with Quantum MF (2009-2013). Post that, he was associated with Nippon India MF (2013-2020) managing Medium to Long duration - High Grade funds and was actively involved in growing their FPI Advisory business. Prior to joining Axis AMC, he worked with SBI Life Insurance (2020-22) as a Fund Manager.
Jayesh joined Axis Mutual Fund in September 2023 as Equity Fund Manager has over 20 years of work experience in Fund management and Equity research. He joins us from Aviva Life Insurance India (2012-2023), where he was responsible for managing the equity portfolios and leading a team of research analysts. He started his professional career with CRISIL in 2003 and since then, has also been associated with firms such as Tata Securities and IL&FS.Educational Qualification: Chartered Accountant from ICAI.
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