Axis Balanced Advantage Fund

Axis Mutual FundHybridPortfolio as of 30 June 2026

Axis Balanced Advantage Fund holds 220 instruments (73.57% equity), led by HDFC Bank Limited (6.09%), ICICI Bank Limited (5.79%) and Reliance Industries Limited (4.63%), as of its 30 June 2026 SEBI-mandated monthly disclosure.

Holdings
220
Equity Allocation
73.57%
AMC
Axis Mutual Fund
Category
Hybrid

This page shows the complete disclosed portfolio of Axis Balanced Advantage Fund, managed by Axis Mutual Fund, based on its monthly portfolio disclosure dated 30 June 2026. The fund holds 220 instruments with an equity allocation of 73.57%. Percentages are of net assets (% to NAV). Click any stock to see every other mutual fund that also holds it.

Portfolio Analysis

Axis Balanced Advantage Fund's top 10 holdings account for 33.53% of its portfolio, more concentrated than the Hybrid category average of 28.9%. Financial Services is its largest sector exposure at 24.56% of net assets, spread across 12 sectors in total. Since its 31 May 2026 disclosure, the fund added 1 new position and exited 1 position, with Infosys Limited seeing the largest move (-0.66pp to 2.29%).

Top 10 Equity Holdings

What Changed: May 2026 → June 2026

Equity holdings compared between the fund's two latest monthly disclosures. Weights are % to NAV; weight moves can also reflect price changes, not only buying or selling.

1 new entry1 exit10 increased9 reduced

Biggest Weight Increases

StockWeightChange
ICICI Bank Limited5.38% → 5.79%▲ +0.41
HDFC Bank Limited5.78% → 6.09%▲ +0.31
InterGlobe Aviation Limited0.8% → 1.02%▲ +0.22
ETERNAL LIMITED1.06% → 1.27%▲ +0.21
Axis Bank Limited1.01% → 1.21%▲ +0.2
ITC Limited0.82% → 1.01%▲ +0.19
Tata Capital Limited0.1% → 0.29%▲ +0.19
Bajaj Finance Limited0.95% → 1.12%▲ +0.17
Mahindra & Mahindra Limited2.48% → 2.64%▲ +0.16
State Bank of India3.28% → 3.44%▲ +0.16

Biggest Weight Reductions

StockWeightChange
Infosys Limited2.95% → 2.29%▼ -0.66
Tech Mahindra Limited0.84% → 0.33%▼ -0.51
Larsen & Toubro Limited2.87% → 2.42%▼ -0.45
Coforge Limited0.71% → 0.4%▼ -0.31
Tata Consultancy Services Limited0.44% → 0.18%▼ -0.26
Samvardhana Motherson International Limited1.1% → 0.89%▼ -0.21
Reliance Industries Limited4.8% → 4.63%▼ -0.17
NTPC Limited1.82% → 1.65%▼ -0.17
Vijaya Diagnostic Centre Limited0.71% → 0.6%▼ -0.11

Top Holdings — Weight Trend

% to NAV of the fund's current top holdings over its last 6 monthly disclosures (Jan – Jun 2026).

Jan: 6.06%, Feb: 5.75%, Mar: 6.08%, Apr: 5.96%, May: 5.78%, Jun: 6.09%
6.09%
Jan: 4.72%, Feb: 5.06%, Mar: 4.77%, Apr: 5.25%, May: 5.38%, Jun: 5.79%
5.79%
Jan: 5.13%, Feb: 5.09%, Mar: 5.24%, Apr: 5.16%, May: 4.8%, Jun: 4.63%
4.63%
Jan: 4.68%, Feb: 4.33%, Mar: 3.72%, Apr: 3.84%, May: 3.28%, Jun: 3.44%
3.44%
Jan: 2.81%, Feb: 2.73%, Mar: 2.54%, Apr: 2.51%, May: 2.48%, Jun: 2.64%
2.64%

Full Portfolio (220 holdings)

#HoldingSector% to NAV
1Net Receivables / (Payables)other15.78%
2HDFC Bank LimitedFinancial Services6.09%
3ICICI Bank LimitedFinancial Services5.79%
4Reliance Industries LimitedEnergy4.63%
5State Bank of IndiaFinancial Services3.44%
6Mahindra & Mahindra LimitedConsumer Discretionary2.64%
7Larsen & Toubro LimitedIndustrials2.42%
8Infosys LimitedInformation Technology2.29%
9Bharti Airtel LimitedTelecommunication2.24%
10Kotak Mahindra Bank LimitedFinancial Services2.2%
11Sun Pharmaceutical Industries LimitedHealthcare1.79%
127.61% Government of Indiabond1.77%
13Apollo Hospitals Enterprise LimitedHealthcare1.76%
14NTPC LimitedUtilities1.65%
15Clearing Corporation of India Ltdother1.49%
168.4% Muthoot Finance Limitedbond1.31%
178.11% Pilani Investment and Industries Corporation Limitedbond1.31%
18ETERNAL LIMITEDConsumer Discretionary1.27%
19Axis Bank LimitedFinancial Services1.21%
20Shriram Finance LimitedFinancial Services1.15%
21Bajaj Finance LimitedFinancial Services1.12%
228.52% Muthoot Finance Limited 2028bond1.11%
23InterGlobe Aviation LimitedServices1.02%
248.66% Cholamandalam Investment and Finance Company Ltdbond1.02%
25ITC LimitedConsumer Staples1.01%
26Titan Company LimitedConsumer Discretionary0.98%
27The Phoenix Mills LimitedReal Estate0.93%
28Pidilite Industries LimitedMaterials0.92%
297.53% Tamilnadu State Development Loansbond0.92%
3091 DAYS T-BILL - 20AUG2026tbill0.91%
31Samvardhana Motherson International LimitedConsumer Discretionary0.89%
32SBI Life Insurance Company LimitedFinancial Services0.88%
33INDUS INFRA TRUSTServices0.82%
34Varun Beverages LimitedConsumer Staples0.82%
35Britannia Industries LimitedConsumer Staples0.81%
368.12% Cholamandalam Investment and Finance Company Ltd 2029 (FRN)bond0.79%
377.45% Torrent Pharmaceuticals Ltd. (MD )bond0.78%
387.25% Embassy Office Parks REITbond0.78%
39TVS Motor Company LimitedConsumer Discretionary0.74%
40Hindustan Aeronautics LimitedIndustrials0.73%
41Tata Power Company LimitedUtilities0.73%
42CG Power and Industrial Solutions LimitedIndustrials0.71%
43Hindustan Unilever LimitedConsumer Staples0.71%
448.58% GMR Hyderabad International Airport Limitedbond0.68%
458.75% Bharti Telecom Limitedbond0.67%
467.69% REC Limitedbond0.67%
47DOMS Industries LimitedConsumer Staples0.66%
487.54% Bihar State Development Loansbond0.66%
498.60% Muthoot Finance Limited 2028bond0.66%
50Premier Energies LimitedIndustrials0.65%
51Sona BLW Precision Forgings LimitedConsumer Discretionary0.65%
527.60% Poonawalla Fincorp Limitedbond0.65%
537.75% Bharti Telecom Ltd. (MD )bond0.65%
547.123% Tata Capital Housing Finance Limitedbond0.65%
55PNB Housing Finance LimitedFinancial Services0.63%
56United Spirits LimitedConsumer Staples0.62%
57Vijaya Diagnostic Centre LimitedHealthcare0.6%
58Tata Steel LimitedMaterials0.59%
59Divi's Laboratories LimitedHealthcare0.59%
607.50% 7.50% Cholamandalam Investment and Finance Company Limitedbond0.56%
61Asian Paints LimitedConsumer Discretionary0.56%
627.70% Bajaj Finance Limitedbond0.56%
63Maruti Suzuki India LimitedConsumer Discretionary0.54%
64HDFC Life Insurance Company LimitedFinancial Services0.54%
65Grasim Industries LimitedMaterials0.54%
667.81% Uttar Pradesh State Development Loansbond0.54%
677.10% Central Government Securitiesbond0.54%
687.88% Muthoot Finance Ltd 45-B OpI (MD )bond0.52%
69364 Days Tbill (MD )tbill0.52%
70182 Days Treasury Billstbill0.52%
71The Indian Hotels Company LimitedConsumer Discretionary0.51%
72TATA CONSUMER PRODUCTS LIMITEDConsumer Staples0.41%
73Mankind Pharma LimitedHealthcare0.4%
74Coforge LimitedInformation Technology0.4%
757.22% Maharashtra State Development Loansbond0.4%
768.10% Godrej Industries Limitedbond0.39%
777.66% Bajaj Housing Finance Limitedbond0.39%
787.90% Mahindra & Mahindra Financial Services Limitedbond0.39%
797.19% Jio Credit Ltd. (MD )bond0.39%
80REC LimitedFinancial Services0.36%
81FSN E-Commerce Ventures LimitedConsumer Discretionary0.36%
82ITC Hotels LimitedConsumer Discretionary0.36%
83Hindalco Industries LimitedMaterials0.35%
84LG Electronics India LimitedConsumer Discretionary0.35%
85Bharat Petroleum Corporation LimitedEnergy0.35%
86Tech Mahindra LimitedInformation Technology0.33%
87UltraTech Cement LimitedMaterials0.32%
88Cipla LimitedHealthcare0.32%
89KNOWLEDGE REALTY TRUSTReal Estate0.31%
90Torrent Pharmaceuticals LimitedHealthcare0.3%
91Tata Capital LimitedFinancial Services0.29%
92Dixon Technologies (India) LimitedConsumer Discretionary0.28%
93Bajaj Auto LimitedConsumer Discretionary0.27%
94Jubilant Foodworks LimitedConsumer Discretionary0.26%
95Jyoti CNC Automation LimitedIndustrials0.26%
968.65% TVS Holdings Limitedbond0.26%
977.48% National Bank for Agriculture and Rural Development (MD )bond0.26%
988.40% Narayana Hrudayalaya Limitedbond0.26%
9991 Days Treasury Billstbill0.26%
100RBL Bank LimitedFinancial Services0.25%
101Tenneco Clean Air India LimitedConsumer Discretionary0.23%
102Info Edge (India) LimitedConsumer Discretionary0.23%
103Computer Age Management Services LimitedFinancial Services0.23%
104Eicher Motors LimitedConsumer Discretionary0.22%
105Fortis Healthcare LimitedHealthcare0.21%
106Voltas LimitedConsumer Discretionary0.19%
107Tata Motors LimitedIndustrials0.19%
108Exide Industries LimitedConsumer Discretionary0.19%
109MphasiS LimitedInformation Technology0.19%
110Amber Enterprises India LimitedConsumer Discretionary0.19%
111Hero MotoCorp LimitedConsumer Discretionary0.19%
112Indus Towers LimitedTelecommunication0.18%
113Bharat Heavy Electricals LimitedIndustrials0.18%
114DLF LimitedReal Estate0.18%
115Tata Consultancy Services LimitedInformation Technology0.18%
1168.3439% HDB Financial Services Limitedbond0.18%
117Brigade Enterprises LimitedReal Estate0.15%
118Minda Corporation LimitedConsumer Discretionary0.15%
119PI Industries LimitedMaterials0.14%
120Adani Ports and Special Economic Zone LimitedServices0.14%
121WeWork India Management LimitedIndustrials0.14%
122Bharat Electronics LimitedIndustrials0.14%
123The Federal Bank LimitedFinancial Services0.13%
1247.62% Tamilnadu State Development Loansbond0.13%
1258.03% Tata Steel Limitedbond0.13%
1267.62% National Bank For Agriculture and Rural Developmentbond0.13%
1277.9% HDFC Bank Limitedbond0.13%
1288.15% Godrej Properties Limited 2026bond0.13%
1297.80% Mahanagar Telephone Nigam Limitedbond0.13%
130UNO Minda LimitedConsumer Discretionary0.12%
131Avenue Supermarts LimitedConsumer Discretionary0.12%
132Awfis Space Solutions LimitedIndustrials0.11%
133Petronet LNG LimitedUtilities0.11%
134Bajaj Finserv LimitedFinancial Services0.1%
135Tata Motors Passenger Vehicles LimitedConsumer Discretionary0.07%
136TITAGARH RAIL SYSTEMS LIMITEDIndustrials0.07%
137IndusInd Bank LimitedFinancial Services0.05%
138Laurus Labs LimitedHealthcare0.05%
1397.4% Power Finance Corporation Limitedbond0.05%
1406.24% Maharashtra State Development Loansbond0.05%
141Bank of BarodaFinancial Services0.04%
142Aditya Birla Capital LimitedFinancial Services0.04%
143Power Grid Corporation of India LimitedUtilities0.03%
1447.45% Rajasthan State Development Loansbond0.03%
1457.39% Indian Railway Finance Corporation Limitedbond0.03%
1467.42% Tamilnadu State Development Loansbond0.03%
1476.73% Kerala State Development Loansbond0.03%
148ICICI Prudential Life Insurance Company LimitedFinancial Services0.02%
149PG Electroplast LimitedConsumer Discretionary0.02%
150HCL Technologies LimitedInformation Technology0.02%
1517.34% Central Government Securitiesbond0.02%
152Godrej Properties LimitedReal Estate0.01%
153Biocon LimitedHealthcare0.01%
154Crompton Greaves Consumer Electricals LimitedConsumer Discretionary0.01%
155Interest Rate Swaps Pay Floating Receive Fix -NOMURA (FV 3000 Lacs)other0.01%
1567.72% Maharashtra State Development Loansbond0.01%
1577.98% Bajaj Housing Finance Limited 2026bond0.01%
158NIFTY 24500 Call Optionother0%
159Glenmark Pharmaceuticals LimitedHealthcare0%
160Coal India LimitedEnergy0%
161TVS Motor Company Ltd 6.00% (Cumulative Non-Convertible Redeemable Preference Share)bond0%
162GMR AIRPORTS LIMITEDServices0%
163Cholamandalam Investment and Finance Company LimitedFinancial Services0%
164Supreme Industries LimitedIndustrials0%
165Cummins India LimitedIndustrials0%
166GMR Airports Limited Futureother0%
167Apollo Hospitals Enterprise Limited Futureother0%
168Glenmark Pharmaceuticals Limited Futureother0%
169Crompton Greaves Consumer Electricals Limited Futureother-0.01%
170Biocon Limited Futureother-0.01%
171Godrej Properties Limited Futureother-0.01%
172PG Electroplast Limited Futureother-0.02%
173ICICI Prudential Life Insurance Company Limited Futureother-0.02%
174Indus Towers Limited Futureother-0.02%
175Power Grid Corporation of India Limited Futureother-0.03%
176Aditya Birla Capital Limited Futureother-0.04%
177Bank of Baroda Futureother-0.04%
178Laurus Labs Limited Futureother-0.05%
179Kotak Mahindra Bank Limited Futureother-0.05%
180Infosys Limited Futureother-0.05%
181HDFC Life Insurance Company Limited Futureother-0.05%
182Cipla Limited Futureother-0.05%
183Samvardhana Motherson International Limited Futureother-0.05%
184IndusInd Bank Limited Futureother-0.05%
185Mphasis Limited Futureother-0.07%
186FSN E-Commerce Ventures Limited Futureother-0.08%
187Bajaj Finserv Limited Futureother-0.1%
188Tech Mahindra Limited Futureother-0.1%
189DLF Limited Futureother-0.11%
190UNO Minda Limited Futureother-0.12%
191Bajaj Auto Limited Futureother-0.12%
192Bharti Airtel Limited Futureother-0.12%
193Bharat Electronics Limited Futureother-0.14%
194Adani Ports and Special Economic Zone Limited Futureother-0.14%
195Coforge Limited Futureother-0.15%
196Maruti Suzuki India Limited Futureother-0.16%
197Tata Power Company Limited Futureother-0.17%
198Bharat Heavy Electricals Limited Futureother-0.18%
199Britannia Industries Limited Futureother-0.22%
200Eicher Motors Limited Futureother-0.23%
201Tata Consumer Products Limited Futureother-0.25%
202Hindalco Industries Limited Futureother-0.27%
203Hindustan Unilever Limited Futureother-0.3%
204Larsen & Toubro Limited Futureother-0.32%
205Shriram Finance Limited Futureother-0.35%
206Bharat Petroleum Corporation Limited Futureother-0.35%
207Divi's Laboratories Limited Futureother-0.39%
208Tata Steel Limited Futureother-0.4%
209CG Power and Industrial Solutions Limited Futureother-0.41%
210ITC Limited Futureother-0.51%
211Grasim Industries Limited Futureother-0.54%
212TVS Motor Company Limited Futureother-0.56%
213SBI Life Insurance Company Limited Futureother-0.61%
214ICICI Bank Limited Futureother-0.61%
215Sun Pharmaceutical Industries Limited Futureother-0.63%
216Titan Company Limited Futureother-0.64%
217Reliance Industries Limited Futureother-0.89%
218Mahindra & Mahindra Limited Futureother-1.17%
219HDFC Bank Limited Futureother-1.3%
220State Bank of India Futureother-1.61%

Frequently Asked Questions

Yes. As of its 30 June 2026 disclosure, HDFC Bank Limited is 6.09% of Axis Balanced Advantage Fund's net assets — its number 1 holding.
Yes. As of its 30 June 2026 disclosure, ICICI Bank Limited is 5.79% of Axis Balanced Advantage Fund's net assets — its number 2 holding.
Yes. As of its 30 June 2026 disclosure, Reliance Industries Limited is 4.63% of Axis Balanced Advantage Fund's net assets — its number 3 holding.
Yes. As of its 30 June 2026 disclosure, State Bank of India is 3.44% of Axis Balanced Advantage Fund's net assets — its number 4 holding.
Yes. As of its 30 June 2026 disclosure, Mahindra & Mahindra Limited is 2.64% of Axis Balanced Advantage Fund's net assets — its number 5 holding.

New to reading these? See How to Read a Mutual Fund's Monthly Portfolio Disclosure, or check terms like % to NAV in the glossary.

Source: Axis Mutual Fund's SEBI-mandated monthly portfolio disclosure, dated 30 June 2026. Data is for information only, not investment advice. Holdings may have changed since the disclosure date.