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17101
21273
HDFC Balanced Advantage Fund - Direct (G)
9.64
-4.16
12.54
-0.78
-3.14
-4.62
-2.02
14.02
7
1.81
12.54
HDFC Balanced Advantage Fund - Direct (G)
1.81
12.54
1.19
3.5
5 Years
Begin with SIP Invest One-Time
  • NAV

    548.71

    13 Oct 2026

  • 0.91%

     1 Day

  • 9.64%

    3Y CAGR returns

This fund doubles your investment in 5 years, 4 months & 14 days.

Invest Now

  • ₹ 100

    Min SIP

  • ₹ 100

    Min Lumpsum

  • 0.78%

    Expense Ratio

  • 5

     Rating

  • 102,534 Cr

    Fund Size

  • 13 Years

    Fund Age

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Scheme Performance

Returns and Ranks ( as on 13 Oct 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • -4.16%
  • 9.64%
  • 12.54%
  • 14.02
Scheme Compare One click to compare funds with our smart tool—analyze returns & more! Compare

Scheme Allocation

By Holding By Sector By Asset
5.06%
4.32%
3.64%
3.28%
3.05%
80.65%
View All

Advance Ratio

  • 5.89Alpha
  • 3.13SD
  • 0.71Beta
  • 0.48Sharpe

Exit Load & Tax Implication

  • Exit Load
  • 1.00% - If Units are redeemed / switched-out within 1 years from the date of allotment. Nil - If Units are redeemed / switched-out after 1 years from the date of allotment.
  • Tax implication
  • Returns are taxed as per your Income Tax slab.

Fund Objective

Aims to generate long term capital appreciation from a portfolio that is invested predominantly in equity and equity related instruments.

Fund Managers

Gopal Agrawal

Risk-o-meter

Low Low to
moderate Moderate Moderately
High High Very
High

Peer Comparison

  • Fund Name
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More Funds from HDFC Mutual Fund

21273
  • Fund Name

AMC Contact Details

  • Address :
  • HDFC House, 2nd Flr, H.T.Parekh Marg, 165-166, Backbay Reclamation, Churchgate, Mumbai - 400 020.
    • Contact :
    • +91022 - 6631 6333
    • Email ID :
    • hello@hdfcfund.com
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Equity Debt Hybrid

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