HDFC Balanced Advantage Fund (IDCW)

  • 5 years return (%) 13.22%
  • AUM (₹) ₹43246.73 Cr
  • NAV (₹) 30.208
  • Rating 4

Performance

1Y 3Y 5Y Max
Fund Return 59.32% 16.97% 13.22% 919.20%
Category Average 54.43% 23.94% 18.51% 23.63%
*All funds are annualized

Investment Return Calculators

I want to monthly invest
for a period of
59.32%
₹30,750

Second Panel

Comparison with other schemes

Expense Ratio AUM(₹ Cr) 3 Year
HDFC Balanced Advantage Fund (IDCW) 1.63 43246.7272 +17%
SBI Equity Hybrid Fund (G) 1.58 47469.961 +20%
ICICI Pru Balanced Advantage Fund (G) 1.68 35736.7383 +15%
HDFC Hybrid Equity Fund (G) 1.77 18908.7742 +19%
ICICI Pru Equity & Debt Fund - (G) 1.79 18652.8497 +22%

Fund Risk

HIGH
Low
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Sector

Asset Classes

Constituents

  • St Bk of India

    Automobile Sector
    Equity Instrument
    9.7% % Assets
  • TREPS

    Automobile Sector
    Reverse Repo Instrument
    8.6% % Assets
  • NTPC

    Automobile Sector
    Equity Instrument
    6.1% % Assets
  • Coal India

    Automobile Sector
    Equity Instrument
    5.3% % Assets
  • ICICI Bank

    Automobile Sector
    Equity Instrument
    3.9% % Assets

AMC Details

HDFC Mutual Fund

  • 441851.5836 Cr

    AUM

Contact Details

HDFC House, 2nd Flr, H.T.Parekh Marg,
165-166, Backbay Reclamation,
Churchgate, Mumbai - 400 020.

022 - 6631 6333 | 022 - 22821144
cliser@hdfcfund.com