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Mutual FundsAxis Balanced Advantage Fund Direct Growth
A

Axis Balanced Advantage Fund Direct Growth

54.63%profit5 Year Absolute Returns

as on 30 Oct 2026

4Morning Star
4Value Research
Overview
Direct vs Regular
Returns Comparison
Historical Data
Holdings
Fund Details
AMC Details
FAQs

Axis Balanced Advantage Fund Direct Growth is a Hybrid mutual fund scheme launched on 01 Aug 2017.

Scheme Overview

  • Inception Date : 01 Aug 2017
  • AUM : ₹3,651.14 Cr
  • 5Y Returns (CAGR) : 9.11%
  • Expense Ratio : 1.07%
  • Min. SIP : ₹100
  • Min. Lumpsum : ₹100

Returns Calculator

basis annualised returns

Investment Type


SIP Amount


Investment Period

5Y

₹ 32.73 L

3.50%

₹ 36.98 L

8.00%

₹ 38.11 L

9.11%

Savings Account
Regular Funds
This Fund on Dhan

Total Investment

₹ 30,00,000

Returns

₹ 8,10,828 (9.11%)

Maturity Value

₹ 38,10,828

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

No data

Sorry, No Data Available at this Moment!

Returns vs Category

No data

Sorry, No Data Available at this Moment!

*The above returns are absolute

Returns Vs Nifty 50

Historical Returns

No data

Sorry, No Data Available at this Moment!

SIP Logo

Start SIP with as Low as ₹100.

Historical NAV

10 Days
1 Month
3 Months
6 Months
1 Year
3 Years
5 Years
No data

Sorry, No Data Available at this Moment!

Asset Allocation

AUM

₹ 3,651.14 Cr

Cash Holding

-

Equity

-

Cash

-

Debt

-

Other

-

Sector Holdings

as of 31 May 2026

SectorsWeightage
Other26.75%
Financial Services23.41%
Consumer Cyclical10.64%
Technology6.60%
Industrials6.60%
Healthcare6.08%
Energy5.27%
Consumer Defensive4.26%
Basic Materials3.53%
Utilities2.66%
Communication Services2.59%
Real Estate1.60%

Stock Holdings

as of 31 May 2026

NameWeightage
Net Receivables / (Payables)

N

Net Receivables / (Payables)

14.04%
HDFC Bank

H

HDFC Bank

5.78%
ICICI Bank

I

ICICI Bank

5.38%
Reliance Industries

R

Reliance Industries

4.80%
State Bank of India

S

State Bank of India

3.28%
Infosys

I

Infosys

2.95%
Larsen & Toubro

L

Larsen & Toubro

2.87%
Mahindra & Mahindra

M

Mahindra & Mahindra

2.48%
Future on BANK Index

F

Future on BANK Index

2.43%
Bharti Airtel

B

Bharti Airtel

2.25%
Kotak Bank

K

Kotak Bank

2.10%
NTPC

N

NTPC

1.82%
GOI LOAN 7.61% 2030

G

GOI LOAN 7.61% 2030

1.79%
Sun Pharmaceutical

S

Sun Pharmaceutical

1.76%
Clearing Corporation Of India Ltd

C

Clearing Corporation Of India Ltd

1.72%
Apollo Hospitals

A

Apollo Hospitals

1.61%
Muthoot Finance Limited

M

Muthoot Finance Limited

1.33%
Pilani Investments And Industries Corporation Limited

P

Pilani Investments And Industries Corporation Limited

1.32%
State Bank of India Future June 26

S

State Bank of India Future June 26

1.25%
MFL-8.52%-07042028-NCD

M

MFL-8.52%-07042028-NCD

1.12%
Samvardhana Motherson International

S

Samvardhana Motherson International

1.10%
Reliance Industries Limited June 2026 Future

R

Reliance Industries Limited June 2026 Future

1.08%
Shriram Finance

S

Shriram Finance

1.06%
Eternal

E

Eternal

1.06%
CIFCL 8.66% 2033 SR SD79

C

CIFCL 8.66% 2033 SR SD79

1.04%
Axis Bank

A

Axis Bank

1.01%
Bajaj Finance

B

Bajaj Finance

0.95%
India (Republic of)

I

India (Republic of)

0.93%
SBI Life Insurance

S

SBI Life Insurance

0.93%
GOI TBILL 91D-20/08/26

G

GOI TBILL 91D-20/08/26

0.92%
Titan

T

Titan

0.92%
SDL TN 7.53% 2037

S

SDL TN 7.53% 2037

0.92%
Mahindra & Mahindra Limited June 2026 Future

M

Mahindra & Mahindra Limited June 2026 Future

0.92%
Varun Beverages

V

Varun Beverages

0.87%
Pidilite Industries

P

Pidilite Industries

0.85%
Tech Mahindra

T

Tech Mahindra

0.84%
Britannia Industries

B

Britannia Industries

0.83%
Indus Infra Trust

I

Indus Infra Trust

0.83%
Phoenix Mills

P

Phoenix Mills

0.82%
ITC

I

ITC

0.82%
Tata Power

T

Tata Power

0.81%
CIFCL MARKET LKD 2029

C

CIFCL MARKET LKD 2029

0.80%
Interglobe Aviation

I

Interglobe Aviation

0.80%
TOPL-7.45%-19012028-NCD

T

TOPL-7.45%-19012028-NCD

0.79%
Embassy Office Parks Reit

E

Embassy Office Parks Reit

0.78%
Larsen & Toubro Limited June 2026 Future

L

Larsen & Toubro Limited June 2026 Future

0.76%
TVS Motors

T

TVS Motors

0.73%
Hindustan Aeronautics

H

Hindustan Aeronautics

0.73%
Hindustan Unilever

H

Hindustan Unilever

0.71%
Coforge

C

Coforge

0.71%
Vijaya Diagnostic Centre

V

Vijaya Diagnostic Centre

0.71%
CG Power & Industrial Solutions

C

CG Power & Industrial Solutions

0.70%
GMR Hyderabad International Airport Ltd

G

GMR Hyderabad International Airport Ltd

0.68%
BTL-8.75%-05112029-NCD

B

BTL-8.75%-05112029-NCD

0.67%
Tata Steel

T

Tata Steel

0.67%
MFL-8.6%-02032028-NCD

M

MFL-8.6%-02032028-NCD

0.67%
Rec Limited

R

Rec Limited

0.66%
Poonawalla Fincorp Limited

P

Poonawalla Fincorp Limited

0.66%
TCHFL-7.123%-21072027-NCD

T

TCHFL-7.123%-21072027-NCD

0.66%
SDL BR 7.54% 2033

S

SDL BR 7.54% 2033

0.66%
BTL 7.75% 2028 SR XXIX

B

BTL 7.75% 2028 SR XXIX

0.66%
DOMS Industries

D

DOMS Industries

0.64%
Sona BLW Precision Forgings

S

Sona BLW Precision Forgings

0.63%
Sun Pharmaceutical Industries Limited June 2026 Future

S

Sun Pharmaceutical Industries Limited June 2026 Future

0.62%
Premier Energies

P

Premier Energies

0.61%
Divis Laboratories

D

Divis Laboratories

0.60%
SBI Life Future June 26

S

SBI Life Future June 26

0.60%
PNB Housing Finance

P

PNB Housing Finance

0.57%
Bajaj Finance Limited

B

Bajaj Finance Limited

0.57%
HDFC Life Insurance

H

HDFC Life Insurance

0.56%
CIFCL-7.5%-30092026-NCD

C

CIFCL-7.5%-30092026-NCD

0.56%
Tvs Motor Company Limited June 2026 Future

T

Tvs Motor Company Limited June 2026 Future

0.56%
Asian Paints

A

Asian Paints

0.56%
Grasim Industries Limited June 2026 Future

G

Grasim Industries Limited June 2026 Future

0.56%
Grasim Industries

G

Grasim Industries

0.55%
GOI LOAN  7.1% 2034

G

GOI LOAN 7.1% 2034

0.54%
SDL UP 7.81% 2034

S

SDL UP 7.81% 2034

0.54%
India (Republic of)

I

India (Republic of)

0.53%
GOI TBILL 364D-23/07/26

G

GOI TBILL 364D-23/07/26

0.53%
MFL-7.88%-22112028-NCD

M

MFL-7.88%-22112028-NCD

0.52%
Maruti Suzuki

M

Maruti Suzuki

0.51%
United Spirits

U

United Spirits

0.47%
Indian Hotels Company

I

Indian Hotels Company

0.46%
Tata Consumer Products

T

Tata Consumer Products

0.45%
Tata Consultancy Services

T

Tata Consultancy Services

0.44%
Hindalco Industries

H

Hindalco Industries

0.42%
Cg Power And Industrial Solutions Limited June 2026 Future

C

Cg Power And Industrial Solutions Limited June 2026 Future

0.41%
Divi's Laboratories Limited June 2026 Future

D

Divi's Laboratories Limited June 2026 Future

0.41%
7.22% Maharashtra Sdl 2026

7

7.22% Maharashtra Sdl 2026

0.40%
Titan Company Limited June 2026 Future

T

Titan Company Limited June 2026 Future

0.40%
Mahindra And Mahindra Financial Services Limited

M

Mahindra And Mahindra Financial Services Limited

0.40%
GIL-8.1%-22052028-NCD

G

GIL-8.1%-22052028-NCD

0.40%
JCL-7.19%-15032028-NCD

J

JCL-7.19%-15032028-NCD

0.39%
Bajaj Housing Finance Limited

B

Bajaj Housing Finance Limited

0.39%
Mankind Pharma

M

Mankind Pharma

0.38%
Bharat Petroleum Corporation Limited June 2026 Future

B

Bharat Petroleum Corporation Limited June 2026 Future

0.35%
Bharat Petroleum

B

Bharat Petroleum

0.35%
UltraTech Cement

U

UltraTech Cement

0.33%
Hindalco Industries Limited June 2026 Future

H

Hindalco Industries Limited June 2026 Future

0.32%
Shriram Finance Limited June 2026 Future

S

Shriram Finance Limited June 2026 Future

0.32%
Knowledge Realty Trust

K

Knowledge Realty Trust

0.32%
LG Electronics

L

LG Electronics

0.32%
ITC Hotels

I

ITC Hotels

0.31%
Nykaa

N

Nykaa

0.31%
Cipla

C

Cipla

0.31%
Bajaj Auto

B

Bajaj Auto

0.29%
Torrent Pharmaceuticals

T

Torrent Pharmaceuticals

0.29%
Jubilant FoodWorks

J

Jubilant FoodWorks

0.27%
Dixon Technologies

D

Dixon Technologies

0.27%
TVSHL-8.65%-07062029-NCD

T

TVSHL-8.65%-07062029-NCD

0.27%
NABARD-7.48%-15092028-NCD

N

NABARD-7.48%-15092028-NCD

0.26%
GOI TBILL 91D-23/07/26

G

GOI TBILL 91D-23/07/26

0.26%
Narayana Hrudayalaya Limited

N

Narayana Hrudayalaya Limited

0.26%
REC

R

REC

0.26%
Tenneco Clean Air

T

Tenneco Clean Air

0.24%
Eicher Motors Limited June 2026 Future

E

Eicher Motors Limited June 2026 Future

0.23%
RBL Bank

R

RBL Bank

0.23%
Eicher Motors

E

Eicher Motors

0.23%
Tata Motors

T

Tata Motors

0.23%
Britannia Industries Limited June 2026 Future

B

Britannia Industries Limited June 2026 Future

0.22%
Tata Steel Limited June 2026 Future

T

Tata Steel Limited June 2026 Future

0.22%
CAMS

C

CAMS

0.21%
Indus Towers

I

Indus Towers

0.21%
Fortis Healthcare

F

Fortis Healthcare

0.21%
Jyoti CNC Automation

J

Jyoti CNC Automation

0.21%
Mphasis

M

Mphasis

0.20%
Bharti Airtel Limited June 2026 Future

B

Bharti Airtel Limited June 2026 Future

0.20%
Exide Industries

E

Exide Industries

0.20%
Hero Motocorp

H

Hero Motocorp

0.19%
Tata Power Company Limited June 2026 Future

T

Tata Power Company Limited June 2026 Future

0.19%
Tata Consumer Future June 26

T

Tata Consumer Future June 26

0.19%
Bharat Heavy Electricals Limited June 2026 Future

B

Bharat Heavy Electricals Limited June 2026 Future

0.19%
Hdb Financial Services Limited

H

Hdb Financial Services Limited

0.19%
Bharat Heavy Electricals

B

Bharat Heavy Electricals

0.19%
DLF

D

DLF

0.17%
PI Industries

P

PI Industries

0.16%
Max Healthcare Institute Limited June 2026 Future

M

Max Healthcare Institute Limited June 2026 Future

0.16%
Max Healthcare Institute

M

Max Healthcare Institute

0.15%
Brigade Enterprises

B

Brigade Enterprises

0.15%
Maruti Suzuki India Limited June 2026 Future

M

Maruti Suzuki India Limited June 2026 Future

0.15%
Adani Ports And Special Economic Zone Limited June 2026 Future

A

Adani Ports And Special Economic Zone Limited June 2026 Future

0.14%
Adani Ports & SEZ

A

Adani Ports & SEZ

0.14%
Bharat Electronics Limited June 2026 Future

B

Bharat Electronics Limited June 2026 Future

0.14%
Amber Enterprises

A

Amber Enterprises

0.14%
Bharat Electronics

B

Bharat Electronics

0.14%
7.62% Tamilnadu SDL 2027

7

7.62% Tamilnadu SDL 2027

0.13%
Rec Limited

R

Rec Limited

0.13%
TATA Steel Limited

T

TATA Steel Limited

0.13%
Godrej Properties Limited

G

Godrej Properties Limited

0.13%
HDFC Bank Limited

H

HDFC Bank Limited

0.13%
Minda Corporation

M

Minda Corporation

0.13%
National Bank For Agriculture And Rural Development

N

National Bank For Agriculture And Rural Development

0.13%
Mahanagar Telephone Nigam Limited

M

Mahanagar Telephone Nigam Limited

0.13%
Rec Limited June 2026 Future

R

Rec Limited June 2026 Future

0.13%
WeWork India Management

W

WeWork India Management

0.12%
Awfis Space Solutions

A

Awfis Space Solutions

0.12%
Uno Minda Limited June 2026 Future

U

Uno Minda Limited June 2026 Future

0.12%
Info Edge

I

Info Edge

0.12%
UNO Minda

U

UNO Minda

0.12%
Federal Bank

F

Federal Bank

0.11%
Avenue Supermarts DMart

A

Avenue Supermarts DMart

0.11%
Petronet LNG

P

Petronet LNG

0.11%
Dlf Limited June 2026 Future

D

Dlf Limited June 2026 Future

0.11%
HDFC Life Future June 26

H

HDFC Life Future June 26

0.10%
Tata Capital

T

Tata Capital

0.10%
Bajaj Finserv Limited June 2026 Future

B

Bajaj Finserv Limited June 2026 Future

0.10%
Bajaj Finserv

B

Bajaj Finserv

0.10%
Tata Consultancy Services Limited June 2026 Future

T

Tata Consultancy Services Limited June 2026 Future

0.09%
Tata Motors Passenger Vehicles

T

Tata Motors Passenger Vehicles

0.08%
Future on Unilever

F

Future on Unilever

0.08%
Future on ITC

F

Future on ITC

0.08%
Mphasis Limited June 2026 Future

M

Mphasis Limited June 2026 Future

0.07%
Titagarh Rail Systems

T

Titagarh Rail Systems

0.07%
Indusind Bank

I

Indusind Bank

0.05%
SDL MH 6.24% 2026

S

SDL MH 6.24% 2026

0.05%
Power Finance Corporation Limited

P

Power Finance Corporation Limited

0.05%
Interglobe Aviation Limited June 2026 Future

I

Interglobe Aviation Limited June 2026 Future

0.05%
Cipla Limited June 2026 Future

C

Cipla Limited June 2026 Future

0.05%
Future on Bank of Baroda

F

Future on Bank of Baroda

0.04%
Bank of Baroda

B

Bank of Baroda

0.04%
Laurus Labs Limited June 2026 Future

L

Laurus Labs Limited June 2026 Future

0.04%
Laurus Labs

L

Laurus Labs

0.04%
Aditya Birla Capital Limited June 2026 Future

A

Aditya Birla Capital Limited June 2026 Future

0.04%
Aditya Birla Capital

A

Aditya Birla Capital

0.04%
Power Grid Corporation Of India Limited June 2026 Future

P

Power Grid Corporation Of India Limited June 2026 Future

0.03%
Power Grid Corporation of India

P

Power Grid Corporation of India

0.03%
SDL KL 6.73% 2028

S

SDL KL 6.73% 2028

0.03%
Indus Towers Limited June 2026 Future

I

Indus Towers Limited June 2026 Future

0.03%
SDL TN 7.42% 2034

S

SDL TN 7.42% 2034

0.03%
IRFCL-7.39%-15072034-NCD

I

IRFCL-7.39%-15072034-NCD

0.03%
Icici Prudential Life Insurance Company Limited June 2026 Future

I

Icici Prudential Life Insurance Company Limited June 2026 Future

0.02%
ICICI Prudential Life Insurance

I

ICICI Prudential Life Insurance

0.02%
HCL Technologies

H

HCL Technologies

0.02%
PG Electroplast

P

PG Electroplast

0.02%
Pg Electroplast Limited June 2026 Future

P

Pg Electroplast Limited June 2026 Future

0.02%
GOI LOAN  7.34% 2064

G

GOI LOAN 7.34% 2064

0.02%
Biocon Limited June 2026 Future

B

Biocon Limited June 2026 Future

0.01%
Biocon

B

Biocon

0.01%
SDL MH 7.72% 2034

S

SDL MH 7.72% 2034

0.01%
Bajaj Housing Finance Limited

B

Bajaj Housing Finance Limited

0.01%
Bank Nifty Index 54000 Call June 2026 Option

B

Bank Nifty Index 54000 Call June 2026 Option

0.01%
Godrej Properties Limited June 2026 Future

G

Godrej Properties Limited June 2026 Future

0.01%
Godrej Properties

G

Godrej Properties

0.01%
Bank Nifty Index 55500 Call June 2026 Option

B

Bank Nifty Index 55500 Call June 2026 Option

0.01%
Crompton Greaves Consumer Electricals Limited June 2026 Future

C

Crompton Greaves Consumer Electricals Limited June 2026 Future

0.01%
Crompton Greaves

C

Crompton Greaves

0.01%
Glenmark Pharmaceuticals Limited June 2026 Future

G

Glenmark Pharmaceuticals Limited June 2026 Future

0.00%
Glenmark Pharmaceuticals

G

Glenmark Pharmaceuticals

0.00%
Coal India

C

Coal India

0.00%
Apollo Hospitals Enterprise Limited June 2026 Future

A

Apollo Hospitals Enterprise Limited June 2026 Future

0.00%
TVS Motors 6% PREF 01-09-2026

T

TVS Motors 6% PREF 01-09-2026

0.00%
Gmr Airports Limited June 2026 Future

G

Gmr Airports Limited June 2026 Future

0.00%
GMR Airports

G

GMR Airports

0.00%
Cholamandalam Investment

C

Cholamandalam Investment

0.00%
Supreme Industries

S

Supreme Industries

0.00%
Cummins

C

Cummins

0.00%
Shriram Finance Limited

S

Shriram Finance Limited

0.00%
Shriram Finance Limited

S

Shriram Finance Limited

0.00%
Aadhar Housing Finance Limited

A

Aadhar Housing Finance Limited

0.00%
Kaynes Technology India

K

Kaynes Technology India

0.00%

Fund Comparison

Fund Details

52W High NAV

-


Min. SIP Amount

₹ 100.00


Min. Lumpsum Amount

₹ 100.00


AUM (in Cr.)

₹ 3,651.14


Expense Ratio

1.07%


Lock-in Period

No Lock in Period


52W Low NAV

-


Inception Date

01 Aug 2017


Fund Age

9 Yrs


Benchmark

Nifty 50 Hybrid Composite Debt 50:50 Index


Scheme Type

Open Ended


Stamp Duty

0.005% (from July 1st 2020)


Exit Load

  • Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.

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 Managers

NameQualification
Devang Shah
B.Com., A.C.A.
Hardik Shah
B-Tech (I.T) & MBA (Finance)
Pratik Tibrewal
B.com, LLB (Gen), MBA (Finance)
Jayesh Sundar
Chartered Accountant

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

No. of Schemes

68

Total AUM

₹ 3,66,159.62 Cr

Contact Details

phone022-43255161
address

One Lodha Place. 22nd & 23rd Floor,Senapati Bapat Marg, Lower Parel, Maharashtra, Mumbai - 400013.

FAQs

Axis Balanced Advantage Fund was launched on 01 Aug 2017.
The current NAV of Axis Balanced Advantage Fund is ₹23.6900 as of 30 Oct 2026.
The latest value of AUM of Axis Balanced Advantage Fund is ₹3,651.14 crores as of 30 Oct 2026.
The return on investment of Axis Balanced Advantage Fund is:
  • In the past 1Y: -1.41%
  • In the past 3Y: 11.50%
  • In the past 5Y: 9.11%
The expense ratio of Axis Balanced Advantage Fund is 1.07%.
The exit load of Axis Balanced Advantage Fund is as follows:
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
The portfolio of Axis Balanced Advantage Fund includes:
  1. HDFC Bank: 5.78%
  2. ICICI Bank: 5.38%
  3. Reliance Industries: 4.80%
  4. State Bank of India: 3.28%
  5. Infosys: 2.95%

Top 3 sectoral holdings include:
  1. Others: 55.31%
  2. Financial Services: 23.41%
  3. Consumer Cyclical: 10.64%
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.
The fund manager of Axis Balanced Advantage Fund is Devang Shah, Hardik Shah, Pratik Tibrewal, Jayesh Sundar.
If you wish to invest in Axis Balanced Advantage Fund, the minimum SIP amount is ₹100 and Lumpsum is ₹100.
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.
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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/SMART ODR Portal: 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. You may refer the website https://scores.sebi.gov.in/ for more information. You may also download the SEBI Scores app to log a complaint Android: https://play.google.com›store›apps›sebiscores iOS: https://apps.apple.com›app›sebiscores.


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:

  1. Stock brokers can accept securities as margins from clients only by way of pledge in the depository system w.e.f September 01, 2020.
  2. 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.
  3. Check your securities / MF / bonds in the consolidated account statement issued by NSDL/CDSL every month.

SEBI presents Samajh Se Investing Simple:

  • Understand Before You Invest
  • Choose Regulated Investment Products
  • Start Early, Stay Invested
  • Beware of Investment Frauds

Reporting of Short Sell Transactions by Clients:

Clients must report any short sale transaction, by emailing help@dhan.co with the subject “Reporting of Short Sell” on the same day.


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.


Investors should be cautious on unsolicited emails and SMS advising to buy, sell or hold securities and trade only on the basis of informed decision. Investors are advised to invest after conducting appropriate analysis of respective companies and not to blindly follow unfounded rumours, tips etc. Further, you are also requested to share your knowledge or evidence of systemic wrongdoing, potential frauds or unethical behaviour through the anonymous portal facility provided on BSE & NSE website. Issued in the interest of the 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. Raise Securities Private Limited (Dhan) does not engage in proprietary trading on its own 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 | Investor Charter for Research Analyst | UCC Advisory | e-Voting for Shareholders | NCL Client Collateral details | MCXCCL Client Collateral details

Important Information: Terms of Usage | Disclaimers | Privacy Policy | Grievances | Grievances RA | Risk Management Policy | Risk Disclosure | Advertisement Disclaimer | Referral Terms & Conditions | Saarthi 2.0 Mobile App for Investors | Master Circular for Online Dispute Resolution