Download APP

HDFC Balanced Advantage Fund Direct Plan Payout Inc Dist cum Cap Wdrl Opt

hybrid

RETURNS (5 YEARS) 20.36%
RETURNS (5 YEARS) 20.36%
NAV ₹45.75
Sub-Type dynamic asset allocation
Rating
Invest
  • Overview
  • Holdings
  • Manager

Returns

Timeframe
Fund(%)
1M
-0.77%
3M
1.53%
6M
3.93%
1Y
6.38%
3Y
18.14%
5Y
20.36%

Fund Essentials

  • 01 Jan 2018

    Fund Started

  • ₹107971.20 Cr

    AUM Fund Size

  • 0.73%

    Expense Ratio

  • ₹100.0

    Min SIP Amount

  • Moderately High

    Fund Risk

  • 1.0% if redeemed within 0-1 years

    0% if redeemed after 1 years

    Exit Load

Top 10 Holdings

  • 5.21%
  • 4.47%
  • 4.05%
  • 3.26%
  • 3.17%
  • 2.48%
  • 2.42%
  • 2.35%
  • 2.1%
  • 2.07%

  • Anil Bamboli

    Manager

  • Gopal Agrawal

    Manager

  • Srinivasan Ramamurthy

    Manager

  • Arun Agarwal

    Manager

  • Dhruv Muchhal

    Manager

  • Nandita Menezes

    Manager

  • SIP (monthly)
  • One-Time
Minimum amount to be invested is ₹100.0
Invest
Invest
Risk-o-meter
Moderately High

Similar Funds

HDFC Balanced Adv Dir Growth

NAV ₹575.95
Expense ratio 0.73%
20.37% RETURNS (5 YEARS)

Axis Balanced Advantage Dir IDCW-P

NAV ₹15.16
Expense ratio 0.74%
16.3% RETURNS (5 YEARS)

Axis Balanced Advantage Dir IDCW-R

NAV ₹15.16
Expense ratio 0.74%
16.3% RETURNS (5 YEARS)
View More