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Mutual FundsAxis Balanced Advantage Fund Direct - GrowthA
Axis Balanced Advantage Fund Direct - Growth
90% Margin via Pledge 5 Year Absolute Returns
97.44%
NAV (₹) on 18 Aug 2025
23.2400
1 Day NAV Change
+0.08%4
Morningstar
3
Value Research
About Fund
Axis Balanced Advantage Fund Direct - Growth is a Hybrid mutual fund scheme launched on 01 Aug 2017. Investors can begin their investment journey with a minimum SIP of ₹100 or a lumpsum investment of ₹100. The fund manages total assets worth ₹3,431.21 crores, and the current NAV stands at ₹23.2400 as of 18 Aug 2025. The fund has delivered absolute returns of 6.48% in the past 1 year. For the last 3 years the fund has delivered a CAGR of 14.55%. For 5 years it has given a CAGR of 14.57%. The expense ratio of the fund is 0.74%. From the funds total AUM, its top holdings include Net Receivables / (Payables) at 16.81%, Reliance Industries at 5.82%, HDFC Bank at 5.73%, ICICI Bank at 4.25%, State Bank of India at 4.03%
NAV
NIFTY50
NAV
NIFTY50
2X
Investors doubled money in past 71 months.
CAGR: 14.57%
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Returns Calculator
Based on Annualised Returns
Investment Type
SIP Amount
Investment Period
5Y
₹ 32.73 L
3.50%
₹ 42.56 L
13.13%
₹ 44.30 L
14.57%
Savings Account
Regular Funds
This Fund on Dhan
Total Investment
₹ 30,00,000
Returns
₹ 14,30,222 (47.67%)
Maturity Value
₹ 44,30,222
Disclaimer: Fixed deposits offer guaranteed returns. Mutual fund investments carry market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns.
Direct vs Regular Returns
| This Fund | Exp. Ratio | 1M | 3M | 6M | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|---|---|
| Direct | 0.74% | -0.77% | 0.43% | 5.90% | 6.48% | 50.29% | 97.44% |
| Regular | 1.93% | -0.91% | 0.10% | 5.27% | 5.22% | 44.84% | 85.28% |
Fund Details
Min. SIP Amount
₹ 100.00
Min. Lumpsum Amount
₹ 100.00
AUM (in Cr.)
₹ 3,431.21
Expense Ratio
0.74%
Lock-in Period
No Lock in Period
Inception Date
01 Aug 2017
Fund Age
8 Yrs
Benchmark
Nifty 50 Hybrid Composite Debt 50:50 Index
Scheme Type
Open Ended
Stamp Duty
0.005% (from July 1st 2020)
Exit Load
- If Redeemed / Switched-out Within 12 Months From The Date Of Allotment, For 10% Of Investments: Nil
- for Remainig Investments: 1%
- for Remaining Investment: 1%
Tax Implication
- If you redeem within 1 year, STCG are taxed at 20%; If you redeem after 1 year, and returns exceed ₹1.25 Lakhs in a financial year, LTCG are taxed at 12.5%
Fund AUM History
2025
2024
2023
2022
| Parameters | Jan | Feb | Mar | Apr | May | Jun | Jul |
|---|---|---|---|---|---|---|---|
| AUM (in Cr.) | 2,652 | 2,625 | 2,808 | 2,935 | 3,161 | 3,342 | 3,431 |
| Change | 18 | -27 | 183 | 128 | 225 | 181 | 89 |
| Change % | 0.69% | -1.01% | 6.96% | 4.54% | 7.68% | 5.74% | 2.66% |
Fund Returns Vs Nifty 50
*The above table contains absolute returns.
Historical Returns
Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
2025 | -1.38% | -3.47% | 4.25% | 3.21% | 1.31% | 1.38% | -1.27% | 0.69% | NA | NA | NA | NA |
2024 | 1.22% | 2.57% | 0.71% | 0.30% | 2.20% | 2.63% | 2.69% | 1.81% | 2.13% | -2.87% | 0.90% | -0.84% |
2023 | -1.48% | -0.33% | -0.13% | 2.35% | 3.69% | 2.15% | 1.98% | 0.35% | 0.88% | -1.16% | 4.52% | 5.48% |
2022 | -2.13% | -2.29% | 1.82% | -2.05% | -0.88% | -1.91% | 5.22% | 1.71% | -1.36% | 3.18% | 1.73% | -2.70% |
2021 | -2.66% | 0.61% | 0.75% | -1.04% | 3.44% | 1.88% | 2.99% | 3.93% | 0.86% | 1.06% | -1.17% | 0.92% |
2020 | 0.42% | -0.76% | -8.80% | 6.27% | 0.37% | 3.07% | 2.36% | 0.94% | -0.42% | 2.19% | 4.35% | 2.82% |
2019 | -0.27% | 0.18% | 2.18% | 0.62% | 2.39% | -1.98% | -1.84% | 1.61% | 2.94% | 1.73% | 0.43% | 0.26% |
2018 | 1.24% | -0.94% | 0.00% | 2.19% | 0.47% | 0.65% | 3.70% | 1.42% | -3.80% | -2.48% | 2.73% | 0.64% |
2017 | NA | NA | NA | NA | NA | NA | NA | 0.60% | -0.40% | 1.79% | 0.19% | 1.94% |
Asset Allocation
AUM
₹3,431.21 Cr
Cash Holding
21.55%
Equity
54.56%
Cash
21.55%
Debt
23.89%
Other
0.00%
Sector Holdings
as of 31 Jul 2025
| Sectors | Allocation | Weightage | Value (in Cr.) |
|---|---|---|---|
| Other | 32.11% | ||
| Financial Services | 22.96% | ||
| Energy | 7.26% | ||
| Industrials | 7.13% | ||
| Technology | 7.07% | ||
| Healthcare | 5.67% | ||
| Consumer Cyclical | 5.44% | ||
| Basic Materials | 3.57% | ||
| Consumer Defensive | 3.25% | ||
| Utilities | 2.56% | ||
| Communication Services | 2.40% | ||
| Real Estate | 0.57% |
Stock Holdings
as of 31 Jul 2025
| Name | Allocation | Weightage |
|---|---|---|
N Net Receivables / (Payables) | 16.81% | |
R Reliance Industries | 5.82% | |
H HDFC Bank | 5.73% | |
I ICICI Bank | 4.25% | |
S State Bank of India | 4.03% | |
I Infosys | 3.20% | |
M Mahindra & Mahindra | 2.64% | |
L Larsen & Toubro | 2.40% | |
B Bharti Airtel | 2.20% | |
B Bajaj Finance | 1.98% | |
7 718GS2033 | 1.83% | |
T Tata Consultancy Services | 1.61% | |
G GOI LOAN 6.79% 2034 | 1.49% | |
M Muthoot Finance Limited | 1.48% | |
F Future on Reliance Industries Ltd | 1.43% | |
N NTPC | 1.37% | |
S Sun Pharmaceutical | 1.29% | |
I ITC | 1.28% | |
M MFL 8.52% 2028 OP I | 1.24% | |
R REC 6.81% 2036 SR 248B | 1.15% | |
F Future on Mahindra & Mahindra Ltd | 1.08% | |
S SBI Life Insurance | 1.08% | |
F Future on Tata Consultancy Services Ltd | 1.05% | |
K Kotak Bank | 1.03% | |
F Future on Bajaj Finance Ltd | 0.95% | |
C Cipla | 0.92% | |
P Pidilite Industries | 0.89% | |
E Embassy Office Parks Reit | 0.88% | |
I Indus Infra Trust | 0.84% | |
C Clearing Corporation Of India Ltd | 0.82% | |
S Shriram Finance | 0.79% | |
I Interglobe Aviation | 0.78% | |
B BTL 8.75% 2029 SR XXI | 0.76% | |
R Rec Limited | 0.75% | |
B BTL 8.65% 2027 SR XIX | 0.75% | |
S SIDBI 7.47% 2029 SR II | 0.75% | |
P PFCL 7.44% 2030 SR 247A | 0.75% | |
G GMR Hyderabad International Airport Ltd | 0.74% | |
P Power Finance Corporation Limited | 0.74% | |
B Bharat Petroleum | 0.74% | |
B Bajaj Finance Limited | 0.74% | |
S Shriram Finance Limited | 0.74% | |
T TCHFL 7.123% 2027 | 0.73% | |
R REC 6.87% 2030 SR 247 A | 0.73% | |
S Samvardhana Motherson International | 0.73% | |
3 360 One Prime Limited | 0.73% | |
P Poonawalla Fincorp Limited | 0.73% | |
I Icici Bank Limited August 2025 Future | 0.72% | |
I Indian Bank | 0.70% | |
H HDFC Life Insurance | 0.70% | |
T Titan | 0.70% | |
K Kaynes Technology India | 0.67% | |
F Future on Coforge Ltd | 0.67% | |
T Tata Power | 0.66% | |
C Coforge | 0.66% | |
V Varun Beverages | 0.65% | |
M Mankind Pharma | 0.65% | |
F Future on State Bank of India | 0.64% | |
B Bajaj Finance Limited | 0.63% | |
P PI Industries | 0.63% | |
F Future on Sun Pharmaceuticals Industries Ltd | 0.63% | |
T Tata Motors | 0.63% | |
H Hindustan Aeronautics | 0.61% | |
G GOI LOAN 7.1% 2034 | 0.61% | |
P Premier Energies | 0.60% | |
C CHOLAFIN | 0.60% | |
P PNB Housing Finance | 0.60% | |
H Hindalco Industries | 0.59% | |
C Cummins | 0.59% | |
I India (Republic of) | 0.58% | |
D DOMS Industries | 0.58% | |
3 364 DTB 07082025 | 0.58% | |
G GOI TBILL 91D-21/08/25 | 0.58% | |
G GOI TBILL 91D-28/08/25 | 0.58% | |
G GOI TBILL 182D-10/10/25 | 0.58% | |
A Apollo Hospitals | 0.57% | |
R REC | 0.56% | |
T Tata Steel | 0.55% | |
V Vijaya Diagnostic Centre | 0.54% | |
D Divis Laboratories | 0.51% | |
F Future on SBI Life Insurance Co Ltd | 0.49% | |
H HCL Technologies | 0.49% | |
B Bharat Electronics | 0.48% | |
O Oil & Natural Gas Corporation | 0.45% | |
C CG Power & Industrial Solutions | 0.45% | |
G Grasim Industries | 0.44% | |
0 07.22 MH Sdl 2026 | 0.44% | |
G GIL 8.10% 2028 SR 01 | 0.44% | |
I IRFCL 7.15% 2039 SR 183 | 0.44% | |
J JCL 7.19% 2028 SR I | 0.44% | |
T Torrent Pharmaceuticals | 0.44% | |
M Max Healthcare Institute | 0.43% | |
F Future on Grasim Industries Ltd | 0.43% | |
F Future on Samvardhana Motherson International Ltd | 0.42% | |
U United Spirits | 0.41% | |
F Future on Tata Motors Ltd | 0.40% | |
J Jyoti CNC Automation | 0.39% | |
T Tech Mahindra | 0.32% | |
F Future on Hindustan Unilever Ltd | 0.32% | |
H Hindustan Unilever | 0.32% | |
B Brigade Enterprises | 0.32% | |
F Future on Hindalco Industries Ltd | 0.31% | |
B Bharti Telecom Limited | 0.31% | |
F Future on Oil & Natural Gas Corp Ltd | 0.30% | |
U UltraTech Cement | 0.30% | |
N Narayana Hrudayalaya Limited | 0.30% | |
F Future on Kotak Mahindra Bank Ltd | 0.30% | |
A Avenue Supermarts DMart | 0.30% | |
8 865TVSH29 | 0.30% | |
D Dlf Home Developers Limited | 0.29% | |
S Siemens Energy | 0.29% | |
G GOI TBILL 91D-18/09/25 | 0.29% | |
H HDFC Bank Limited | 0.29% | |
T Tata Consumer Products | 0.29% | |
H Hdfc Bank Limited August 2025 Future | 0.27% | |
F Future on Bharti Airtel Ltd | 0.26% | |
F Future on Bharat Electronics Ltd | 0.26% | |
D DLF | 0.25% | |
C Coal India | 0.25% | |
F Future on Coal India Ltd | 0.24% | |
B Bajaj Housing Finance Limited | 0.24% | |
F Future on Divi's Laboratories Ltd | 0.23% | |
U UNO Minda | 0.23% | |
P Power Grid Corporation of India | 0.23% | |
E Emcure Pharmaceuticals | 0.21% | |
C Cholamandalam Investment | 0.21% | |
F Future on United Spirits Ltd | 0.19% | |
F Future on UltraTech Cement Ltd | 0.19% | |
I Info Edge | 0.18% | |
E Eicher Motors | 0.18% | |
F Future on Power Grid Corp Of India Ltd | 0.18% | |
F Future on Eicher Motors Ltd | 0.18% | |
T TVS Motors | 0.17% | |
G GOI LOAN 7.34% 2064 | 0.17% | |
F Future on Steel Authority Of India Ltd | 0.15% | |
S Steel Authority of India | 0.15% | |
A Aditya Infotech | 0.15% | |
T TATA Steel Limited | 0.15% | |
H HDFC Bank Limited | 0.15% | |
G Godrej Properties Limited | 0.15% | |
R Rec Limited | 0.15% | |
A Aadhar Housing Finance Limited | 0.15% | |
6 648RJ27 | 0.15% | |
6 639AP26 | 0.15% | |
M Mahanagar Telephone Nigam Limited | 0.15% | |
F Future on Mphasis Ltd | 0.14% | |
M Mphasis | 0.14% | |
F Future on The Federal Bank Ltd | 0.13% | |
F Federal Bank | 0.13% | |
F Future on Bharat Heavy Electricals Ltd | 0.12% | |
B Bharat Heavy Electricals | 0.12% | |
F Future on Info Edge (India) Ltd | 0.11% | |
F Future on Hindustan Aeronautics Ltd Ordinary Shares | 0.09% | |
B Bajaj Auto | 0.09% | |
T Titagarh Rail Systems | 0.08% | |
F Future on Max Healthcare Institute Ltd Ordinary Shares | 0.07% | |
F Future on IndusInd Bank Ltd | 0.07% | |
I Indusind Bank | 0.07% | |
P Power Finance Corporation Limited | 0.06% | |
S SDL MH 6.24% 2026 | 0.06% | |
L Lupin | 0.06% | |
F Future on Bajaj Finserv Ltd | 0.05% | |
B Bajaj Finserv | 0.05% | |
F Future on L&T Finance Ltd | 0.05% | |
L L&T Finance | 0.05% | |
T TBO Tek | 0.05% | |
F Future on HDFC Life Insurance Co Ltd | 0.04% | |
V VAJRA 003 TRUST | 0.04% | |
F Future on Bank of Baroda | 0.03% | |
B Bank of Baroda | 0.03% | |
F Future on Canara Bank | 0.03% | |
C Canara Bank | 0.03% | |
F Future on Laurus Labs Ltd | 0.03% | |
L Laurus Labs | 0.03% | |
F Future on Aditya Birla Capital Ltd | 0.03% | |
7 742TN34A | 0.03% | |
A Aditya Birla Capital | 0.03% | |
F Future on ICICI Prudential Life Insurance Co Ltd | 0.03% | |
I ICICI Prudential Life Insurance | 0.03% | |
6 673KL28 | 0.03% | |
F Future on PG Electroplast Ltd | 0.03% | |
F Future on AU Small Finance Bank Ltd | 0.03% | |
P PG Electroplast | 0.03% | |
A AU Small Finance Bank | 0.03% | |
N Nestle | 0.03% | |
F Future on 360 One Wam Ltd Ordinary Shares | 0.02% | |
3 360 One WAM | 0.02% | |
I Indus Towers Limited August 2025 Future | 0.02% | |
I Indus Towers | 0.02% | |
F Future on Exide Industries Ltd | 0.02% | |
E Exide Industries | 0.02% | |
S SDL MH 7.72% 2034 | 0.02% | |
I IRFC 7.39% 2034 SR 180 | 0.01% | |
B Biocon Limited August 2025 Future | 0.01% | |
B Biocon | 0.01% | |
F Future on Torrent Pharmaceuticals Ltd | 0.01% | |
A Ambuja Cements | 0.01% | |
F Future on Aditya Birla Fashion and Retail Ltd | 0.01% | |
A Aditya Birla Fashion & Retail | 0.01% | |
F Future on Crompton Greaves Consumer Electricals Ltd | 0.01% | |
C Crompton Greaves | 0.01% | |
I Infosys Limited 1480 Call August 2025 Option | 0.01% | |
G GPT Healthcare | 0.01% | |
T Tata Steel Limited 160 Call August 2025 Option | 0.01% | |
T Tech Mahindra Limited 1460 Call August 2025 Option | 0.01% | |
S Sona BLW Precision Forgings | 0.01% | |
F Future on Glenmark Pharmaceuticals Ltd | 0.00% | |
G Glenmark Pharmaceuticals | 0.00% | |
F Future on Life Insurance Corporation of India | 0.00% | |
F Future on Aurobindo Pharma Ltd | 0.00% | |
A Aurobindo Pharma | 0.00% | |
L LIC of India | 0.00% | |
F Future on Apollo Hospitals Enterprise Ltd | 0.00% | |
F Future on GMR Airports Ltd | 0.00% | |
G GMR Airports | 0.00% | |
F Future on UNO Minda Ltd | 0.00% | |
V Vedant Fashions | 0.00% | |
I India (Republic of) | 0.00% | |
R RBL Bank | 0.00% | |
T Tata Communications | 0.00% | |
G GAIL | 0.00% | |
H Hindustan Copper | 0.00% | |
A ACC | 0.00% | |
D Dabur India | 0.00% | |
I Indian Energy Exchange | 0.00% |
Start SIP with as Low as ₹100.
Fund Comparison
Sorted highest to lowest: 3Y Returns
1Y Returns
6.48%
3Y Returns
14.55%
5Y Returns
14.57%
1Y Returns
3.04%
3Y Returns
19.56%
5Y Returns
23.79%
1Y Returns
6.10%
3Y Returns
15.10%
5Y Returns
16.08%
1Y Returns
4.98%
3Y Returns
14.64%
5Y Returns
14.08%
1Y Returns
5.07%
3Y Returns
14.50%
5Y Returns
-
1Y Returns
4.10%
3Y Returns
14.28%
5Y Returns
-
Fund Managers
Name
Devang Shah
Qualification
B.Com., A.C.A.
Name
Hardik Shah
Qualification
B-Tech (I.T) & MBA (Finance)
Name
Jayesh Sundar
Qualification
Chartered Accountant
Explained by the Fund Manager
Get a deeper understanding of Axis Balanced Advantage Fund straight from the expert. Here the fund manager has given a break down the fund’s investment objective, portfolio composition, and strategy. Learn how the holdings are selected, the sectors in focus, and what makes this scheme stand out. Whether you're an existing investor or currently evaluating the fund, this video offers valuable insights to help you make informed decisions.
Fund Objective
To achieve the dual objective of capital appreciation by investing in a portfolio of equity or equity linked securities and generating income through investments in debt and money market instruments. It also aims to manage risk through active asset allocation. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.
Risk-O-Meter
Investors understand that their principal will be at
Very High Risk
Risk Scale
Low
Moderately Low
Moderate
Moderately High
High
Very High
AMC Information
Axis Mutual Fund
Funds Managed
67
Assets Managed (₹ Cr)
₹ 3,45,244.76
Contact Details
Registered Address
One Lodha Place. 22nd & 23rd Floor,Senapati Bapat Marg, Lower Parel, Maharashtra, Mumbai - 400013.
Top Funds from Axis Mutual Fund
Long Term Returns
Short Term Returns
Overview
Name | 1Y Returns | 3Y Returns  | 5Y Returns |
|---|---|---|---|
| 4.78% | 22.75% | - | |
| 5.12% | 20.48% | 29.47% | |
| 4.73% | 19.12% | 24.04% | |
| 4.48% | 17.49% | 23.41% | |
| 6.62% | 14.63% | 18.39% | |
| 4.13% | 12.71% | 16.78% | |
| 3.43% | 11.64% | 15.74% | |
| 5.30% | 10.33% | 14.97% | |
| -1.35% | - | - | |
| - | - | - |
Sorted highest to lowest: 3Y Returns
1Y Returns
4.78%
3Y Returns
22.75%
5Y Returns
-
1Y Returns
5.12%
3Y Returns
20.48%
5Y Returns
29.47%
1Y Returns
4.73%
3Y Returns
19.12%
5Y Returns
24.04%
1Y Returns
4.48%
3Y Returns
17.49%
5Y Returns
23.41%
1Y Returns
6.62%
3Y Returns
14.63%
5Y Returns
18.39%
1Y Returns
4.13%
3Y Returns
12.71%
5Y Returns
16.78%
1Y Returns
3.43%
3Y Returns
11.64%
5Y Returns
15.74%
1Y Returns
5.30%
3Y Returns
10.33%
5Y Returns
14.97%
1Y Returns
-1.35%
3Y Returns
-
5Y Returns
-
1Y Returns
-
3Y Returns
-
5Y Returns
-
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View AllFAQs
When was Axis Balanced Advantage Fund launched?
Axis Balanced Advantage Fund was launched on 01 Aug 2017.
What is the current NAV of Axis Balanced Advantage Fund?
The current NAV of Axis Balanced Advantage Fund is ₹23.2400 as of 18 Aug 2025.
What is the AUM of Axis Balanced Advantage Fund?
The latest value of AUM of Axis Balanced Advantage Fund is ₹3,431.21 crores as of 18 Aug 2025.
What is the rate of return of Axis Balanced Advantage Fund?
The return on investment of Axis Balanced Advantage Fund is:
- In the past 1Y: 6.48%
- In the past 3Y: 14.55%
- In the past 5Y: 14.57%
What is the expense ratio of Axis Balanced Advantage Fund?
The expense ratio of Axis Balanced Advantage Fund is 0.74%.
What is exit load of Axis Balanced Advantage Fund?
The exit load of Axis Balanced Advantage Fund is as follows:
If Redeemed / Switched-out Within 12 Months From The Date Of Allotment, For 10% Of Investments: Nil|for Remainig Investments: 1%|for Remaining Investment: 1%|nil
What is the portfolio of Axis Balanced Advantage Fund?
The portfolio of Axis Balanced Advantage Fund includes:
Top 3 sectoral holdings include:
- Reliance Industries: 5.82%
- HDFC Bank: 5.73%
- ICICI Bank: 4.25%
- State Bank of India: 4.03%
- Infosys: 3.20%
Top 3 sectoral holdings include:
- Others: 59.12%
- Financial Services: 22.96%
- Energy: 7.26%
How risky is investing in Axis Balanced Advantage Fund?
On the risk scale of Low, Moderately Low, Moderate, Moderately High, High and Very High, the risk-o-meter of Axis Balanced Advantage Fund is Very High.
Who is the fund manager Axis Balanced Advantage Fund?
The fund manager of Axis Balanced Advantage Fund is Devang Shah, Hardik Shah, Jayesh Sundar.
What is the minimum investment required in Axis Balanced Advantage Fund?
If you wish to invest in Axis Balanced Advantage Fund, the minimum SIP amount is ₹100 and Lumpsum is ₹100.
How to invest in Axis Balanced Advantage Fund directly?
You can easily invest in mutual funds at 0% commission on Dhan. Here's how you can directly invest in Axis Balanced Advantage Fund:
- Open Demat Account on Dhan if you don't have one.
- Analyze the fund performance.
- Invest via SIP or Lumpsum.
Invest in
Axis Balanced Advantage Fund
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Exchange Membership No. : NSE: 90133 | BSE: 6593 | MCX: 56320
Registered Office: Unit No. 2201, 22nd Floor, Gold Medal Avenue, S.V. Road, Beside Patel Petrol Pump, Piramal Nagar, Goregaon West, Mumbai – 400104
Corporate Office: 302, The Western Edge I, Off Western Express Highway, Borivali East, Mumbai - 400066, Maharashtra, India. Customer Care: 9987761000.
Details of client bank account
For any query / feedback / clarifications, email at help@dhan.co.
In case of grievances for any of the services rendered by Raise Securities Private Limited, please write to grievance@dhan.co (for NSE, BSE and MCX) or grievancedp@dhan.co (for Depository Participant). Please ensure that you carefully read the Risk Disclosure Document as prescribed by SEBI, our Terms of Use and Privacy Policy. Compliance Officer: Mr. Manish Garg and Mobile: 8655740961 Email: complianceofficer@dhan.co To lodge your complaints using SEBI SCORES, click here.
Disclaimer: All communications with the client via chat, phone, or email are for support purposes only. Any commitments or statements made by the agent (human or virtual) shall not be binding on the company.
DHAN is a brand owned by Raise Securities Private Limited. All DHAN clients are registered under Raise Securities Private Limited. Clients are advised to refer to our company as Raise Securities Private Limited when communicating with regulatory authorities.
Procedure to file a complaint on SEBI SCORES: Register on SCORES portal. Mandatory details for filing complaints on SCORES: Name, PAN, Address, Mobile Number, E-mail ID. Benefits: Effective Communication, Speedy redressal of the grievances
Disclaimer: Investment in the securities market are subject to market risks, read all the related documents carefully before investing. Brokerage will not exceed the SEBI prescribed limit
Attention investors:
- Stock brokers can accept securities as margins from clients only by way of pledge in the depository system w.e.f September 01, 2020.
- Update your e-mail and phone number with your stock broker / depository participant and receive OTP directly from depository on your e-mail and/or mobile number to create pledge.
- Check your securities / MF / bonds in the consolidated account statement issued by NSDL/CDSL every month.
Note: As a policy we do not give stock tips or recommendations and have not authorized anyone to give this on behalf of us. If you know anyone claiming to be a part of Dhan / / Raise or our associate companies or partners and offering such services, please report us on help@dhan.co. Important Information for Investors: To prevent unauthorized transactions in your trading / demat account, do not share your account details, credentials or any personal details with anyone. Keep your mobile number updated with your Stock Broker, Depository Participant and ensure that the same is registered with Stock Exchanges, Depository and KRAs. You will receive alerts and information on your registered mobile number / email for debit and other important transactions in your demat account directly from CDSL / Exchange on the same day. KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (Stock Broker, DP, Mutual Fund, etc.), you need not undergo the same process again when you approach another intermediary. No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No worries for refund as the money remains in investor's account. This is issued in the interest of investors.
Raise Securities Private Limited also known as Dhan is only an order collection platform that collects orders on behalf of clients and places them on BSE StarMF for execution. Client expressly agrees that Dhan is not liable or responsible and does not represent or warrant any damages regarding non- execution of orders or any incorrect execution of orders with regard to the funds chosen by the client or due to, but not being limited to, any link/system failure, delay in transfer of the funds on account of any unforeseen circumstances/issues in the banking system/payment aggregators or any other problems that may result in a delay in crediting the funds into the BSE Star MF's bank account.
Mutual fund investments are subject to market risks, read all scheme related documents carefully before investing. Dhan is not a distributor or agent of any mutual fund. Mutual Funds are not exchange-traded products. Any related disputes will not have access to the Exchange-investor redressal forum or arbitration mechanism. For other disclaimers please refer https://dhan.co/advertisement-disclaimer/
Download client registration documents (Rights & Obligations, Risk Disclosure Document, Do's & Don'ts) in vernacular language: BSE | NSE | MCX
Kindly, read the Advisory Guidelines of BSE | NSE | MCX for investors as prescribed by the exchange with reference to their circular dated 27th August, 2021 regarding investor awareness and safeguarding client's assets
Important Links: SEBI | BSE | NSE | MCX | CDSL | SCORES | ODR Portal | Investor Charter for Stock Brokers | Investor Charter for DP | UCC Advisory | e-Voting for Shareholders | NCL Client Collateral details |
MCXCCL Client Collateral details
Important Information: Terms of Usage | Disclaimers | Privacy Policy | Grievances | Risk Management Policy | Risk Disclosure | Advertisement Disclaimer | Referral Terms & Conditions | Saarthi 2.0 Mobile App for Investors
