Vijay Malik
Financial Services
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Financial Services
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Screen and compare 1,800+ SEBI-regulated mutual fund schemes across every Asset Management Company (AMC) in India. Filter by category — Large Cap, Mid Cap, Small Cap, Flexi Cap, ELSS, Hybrid, Debt, and more — or narrow by plan type (Regular/Direct), option (Growth/IDCW), returns, risk level, and AUM.
Every scheme on this screener is sourced directly from AMFI India's official NAVOpen daily files and scheme master, refreshed every business day. Returns are computed as trailing CAGR from NAV history — not taken from AMC marketing materials. Risk metrics (standard deviation, Sharpe ratio, maximum drawdown) are calculated using the same institutional mathematics used by portfolio management services.
This screener shows only Direct-Growth plans by default — the plan type where 100% of returns stay with you, with no distributor commission embedded in the expense ratio. Use the plan and option filters to view Regular plans or IDCW (dividend) options. All data is for educational and research purposes only. Mutual fund investments are subject to market risks.
Axis Mutual Fund
Axis Mutual Fund · Regular · 9+ years of NAV data
Balanced Advantage Funds (BAFs) are dynamic asset allocation funds that shift between equity and debt based on valuation models — typically using P/E, P/B, or proprietary indicators. When markets are expensive, the fund automatically reduces equity exposure; when valuations are cheap, it increases equity allocation. This rules-based rebalancing removes the emotional burden of market timing from the investor. BAFs are taxed as equity funds if they maintain at least 65% gross equity exposure (including equity derivatives for hedging) — a structural feature that significantly improves post-tax returns versus comparable debt funds. The category has attracted large inflows because it promises smoother returns with less drawdown than pure equity, while maintaining better long-run compounding than conservative hybrid or pure debt options. The key differentiator between funds is the quality and historical accuracy of their valuation models — some have been more reactive than predictive.
Risk profile: This fund is classified as High riskunder SEBI's riskometer. Standard deviation: 8.25%. Maximum drawdown: 17.25%. Past performance is not indicative of future results. Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing.