Would Have Become--
Returns-- per annum
|₹100||₹5,000||0.56 %||3★||₹2,978||8 Years|
|Min SIP||Min Lumpsum||Expense Ratio||Rating||Fund Size (in Cr)||Fund Age|
|Min SIP||Min Lumpsum||Expense Ratio|
|3★||₹2,978 Cr||8 Years|
|Rating||Fund Size||Fund Age|
|The Scheme is to seek to generate long term capital appreciation with relatively lower volatility through systematic allocation of funds into equity and equity related instruments; and for defensive purposes in equity derivatives. The secondary objective of the scheme will be to generate income and capital appreciation through investment in Debt & Money Market instruments. Disclaimer: There is no assurance or guarantee that the objectives of the scheme will be realised.|
|1 Year||1Y||3 Years||3Y||5 Years||5Y||Max||Max|
Fund House Details
IDFC Balanced Advantage Fund
|Exit Load||If redeemed/switched out within 1 year from the date of allotment. For 10% of investment:NIL - For remaining investment:1% Nil - If redeemed/switched out after 1 year from the date of allotment.|
Other Funds from the same Fund House
Hybrid | Aggressive Hybrid Mutual Funds | 36.8%16.2%10.7%1Y3Y5Y
Hybrid | Equity Savings Mutual Funds | 34.5%8.8%7.3%1Y3Y5Y
Hybrid | Conservative Hybrid Mutual Funds | 21.8%6.0%6.0%1Y3Y5Y
Hybrid | Arbitrage Mutual Funds | 34.3%4.4%5.4%1Y3Y5Y
AMC Contact Details
Frequently Asked Questions
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for IDFC 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"