HDFC Balanced Advantage Fund (G)

  • 5 years return (%) 12.20%
  • AUM (₹) ₹41972.08 Cr
  • NAV (₹) 273.766
  • Rating NA

Performance

1Y 3Y 5Y Max
Fund Return 51.55% 12.75% 12.20% 15.19%
Category Average 53.00% 17.56% 16.92% 18.77%
*All funds are annualized

Investment Return Calculators

I want to monthly invest
for a period of
51.55%
₹30,750

Second Panel

Comparison with other schemes

Expense Ratio AUM(₹ Cr) 3 Year
HDFC Balanced Advantage Fund (G) 1.67 41972.0761 +13%
SBI Equity Hybrid Fund (G) 1.62 45748.1683 +16%
ICICI Pru Balanced Advantage Fund (G) 1.7 34686.9309 +12%
HDFC Hybrid Equity Fund (G) 1.78 18760.18 +15%
ICICI Pru Equity & Debt Fund - (G) 1.8 17879.7288 +17%

Fund Risk

HIGH
Low
check your profile again

Sector

Asset Classes

Constituents

  • St Bk of India

    Automobile Sector
    Equity Instrument
    9.4% % Assets
  • TREPS

    Automobile Sector
    Reverse Repo Instrument
    8.0% % Assets
  • NTPC

    Automobile Sector
    Equity Instrument
    5.1% % Assets
  • Coal India

    Automobile Sector
    Equity Instrument
    4.3% % Assets
  • ICICI Bank

    Automobile Sector
    Equity Instrument
    4.1% % Assets

AMC Details

HDFC Mutual Fund

  • 418947.1771 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