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21273
HDFC Balanced Advantage Fund - Direct Growth
23.67
10.05
27.81
3.58
4.59
8.16
4.71
15.93
7
  • NAV

    555.12

    as on 16 May 2025

  • ₹1.59 (0.29%)

    Last Change

  • 23.67%

    3Y CAGR returns

  • ₹ 100

    Min SIP

  • ₹ 100

    Min Lumpsum

  • 0.88%

    Expense Ratio
  • Rating

  • 97,461 Cr

    Fund Size

  • 12 Years

    Fund Age

SIP Calculator

SIP One-Time
₹ ₹
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00
₹
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00

Returns and Ranks ( as on 16 May 2025 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 10.05%
  • 23.67%
  • 27.81%
  • 15.93
By Holding By Sector By Asset
5.51%
4.06%
3.56%
3.10%
2.83%
80.94%
View all Holdings
  • 9.25Alpha
  • 2.85SD
  • 0.68Beta
  • 1.36Sharpe
  • 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.
Aims to generate long term capital appreciation from a portfolio that is invested predominantly in equity and equity related instruments.

Gopal Agrawal

Low Low to
moderate Moderate Moderately
High High Very
High
  • Fund Name
View all schemes
21273
  • Fund Name
  • 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
Mutual Fund by Category
Equity Debt Hybrid

Large Cap

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FAQs

You can invest in HDFC Balanced Advantage Fund - Direct Growth in a quick and simple process. Follow the below steps

  1. Login to your 5paisa account, Go to the Mutual Funds section.
  2. Search for HDFC Balanced Advantage Fund - Direct Growth in the search box.
  3. Click on "Start SIP" if you wish to do a SIP or click on "One-time" if you wish to invest a lumpsum amount then click on "Invest Now"

HDFC Balanced Advantage Fund - Direct Growth has delivered 16.90% since inception

The NAV of HDFC Balanced Advantage Fund - Direct Growth is ₹539.126 as of 16 May 2025

The expense ratio of HDFC Balanced Advantage Fund - Direct Growth is % as of 16 May 2025

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on "Redeem all units

The AUM of HDFC Balanced Advantage Fund - Direct Growth 86471.3 CR as of 16 May 2025

The minimum SIP amount of HDFC Balanced Advantage Fund - Direct Growth is 100

The top stock holdings of HDFC Balanced Advantage Fund - Direct Growth are

  1. HDFC Bank - 5.51%
  2. ICICI Bank - 4.06%
  3. Reliance Industr - 3.56%
  4. Infosys - 3.10%
  5. St Bk of India - 2.83%

The top sectors HDFC Balanced Advantage Fund - Direct Growth has invested in are

  1. Debt - 32.01%
  2. Banks - 16.29%
  3. Finance - 5.83%
  4. Petroleum Products - 4.4%
  5. Construction - 4.17%

  1. Step 1: Visit the fund house website
  2. Step 2: Log in to your account by adding Folio No. and M-Pin
  3. Step 3: Click on Widhrawal > Redemption
  4. Step 4: Select HDFC Balanced Advantage Fund - Direct Growth in Scheme, enter the redemption amount, and click on submit button.

Yes, You can select both SIP or Lumpsum investment of HDFC Balanced Advantage Fund - Direct Growth based on your investment objective and risk tolerance

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