Monthly Amount Invested
Duration
Yr
-
Would Have Become--
-
Invested Value--
-
Total Gain--
-
Returns-- per annum
| ₹100 | ₹100 | 0.93 % | 3★ | ₹49,708 | 10 Years |
|---|---|---|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio | Rating | Fund Size (in Cr) | Fund Age |
| ₹100 | ₹100 | 0.93 % |
|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio |
| 3★ | ₹49,708 Cr | 10 Years |
| Rating | Fund Size | Fund Age |
Scheme Objective
| Aims to generate long term capital appreciation from a portfolio that is invested predominantly in equity and equity related instruments. |
Scheme Performance
| 1 Year | 1Y | 3 Years | 3Y | 5 Years | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 20.1% | 18.6% | 12.4% | 14.8% | ||||
| Category Average | 9.0% | 16.9% | 15.2% | - |
Scheme Allocation
Holding
Sector
Asset
TREPS
Coal India
HDFC Bank
Reverse Repo
NTPC
Others
Fund House Details
HDFC Balanced Advantage Fund
Fund Manager
Gopal Agrawal
Exit Load
| 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. |
|---|
Advance Ratio
| 0.04 | 0.74 | 0.57 | 0.05 |
| Alpha | SD | Beta | Sharpe |
Risk-O-Meter
Other Funds from the same Fund House
AMC Contact Details
HDFC Mutual Fund
AUM:
4,18,852 Cr
Address:
HDFC House, 2nd Flr, H.T.Parekh Marg,
165-166, Backbay Reclamation,
Churchgate, Mumbai - 400 020.
Contact:
022 - 6631 6333
Email ID:
cliser@hdfcfund.com
Frequently Asked Questions
You can invest in HDFC Balanced Advantage Fund in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for HDFC Balanced Advantage Fund in the search box.
- 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"
The HDFC Balanced Advantage Fund has delivered 14.8% since inception
The NAV of HDFC Balanced Advantage Fund is ₹349.9 as of 02 December 2022.
The expense ratio of HDFC Balanced Advantage Fund is 0.93 % as of 02 December 2022.
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”.
