Axis MF Balanced Allocation Strategy

The smallcase is blend of two schemes of an open ended exchange traded fund with an equal mix of equity and debt. The allocation of equity is taken through Axis NIFTY ETF - an ETF on the NIFTY 50 Index and Axis AAA Bond + SDL ETF 2026 Maturity About Axis NIFTY ETFAxis NIFTY ETF is a low cost exchange traded fund offered by Axis AMC which invests in the top 50 companies by free float market capitalization that comprise of the NIFTY 50 Index. About Axis AAA Bond + SDL ETF 2026 MaturityThe Axis AAA Bond + SDL ETF 2026 Maturity is a target maturity ETF investing in 6 high quality AAA corporate/PSU bonds and 6 state government securities. The maturity of this ETF is 30th April 2026

The team does in-depth research to decide the criteria to be used for constituent screening

smallcases are checked for historical outperformance to ensure that only consistently outperforming strategies are selected

There is no screening of the constituents. The securities in this basket remain fixed for the life of the 2 constituents. As and when a security matures the security will be replaced with a new instrument

This smallcase has a quarterly rebalance schedule. Once every quarter, the research team reviews this smallcase and realign the weights with the selected asset allocation strategy for the next quarter.

The final screened stocks are then weighted according to the selected asset allocation algorithm

The balanced allocation strategy offers exposure in equities, & debt through Axis ETFs

Axis MF Balanced Allocation Strategy

Overview

ETFs & Weights

At a Glance