About the smallcase

ETF's are exchange traded and it relies on broader market wisdom and participates in the constituents in the same proportion as the Index.


This smallcase is a blend of equity and debt, trying to capture growth potential of equities by allocating a higher proportion to equity and remainder to debt to diversify the portfolio while diluting the risk and providing at par returns at a lesser risk.


This basket is suitable for investors who want to have exposure in well diversified bluechip companies and debt together at a lower cost as well as for the investors who believe in passive investing while looking for adequate portfolio diversification.


The strategy tries to capture the growth potential of equities while investing in low risk AAA-rated bonds and state development loans.

Download key points of this smallcase

Past Performance vs 

Equity Large Cap

Current value of ₹ 100 invested once
at launch

Oct 27, 2021

would be
Axis MF Balanced Allocation Strategy
₹ 100.54
Equity Large Cap
₹ 99.32
NovDec2022FebMarAprMayJunJulAug86889092949698100

Note: All performance graphs & numbers are calculated using only the live data and includes rebalances. Past performance doesn't include cost or guarantee future returns.