HDFC Balanced Advantage Fund - IDCW Plan - Direct Plan

hybrid

RETURNS (5 YEARS) 9.00%
RETURNS (5 YEARS) 9.00%
NAV ₹31.22
Sub-Type Dynamic Hybrid
Rating
  • Overview
  • Holdings
  • Manager

Returns

Timeframe
Fund(%)
1M
-3.99%
3M
0.35%
6M
0.72%
1Y
15.15%
3Y
12.22%
5Y
9.00%

Fund Essentials

  • 01 Jan 2018

    Fund Started

  • ₹43950.49 Cr

    AUM Fund Size

  • 0.97%

    Expense Ratio

  • ₹1000

    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

  • 8.36%
  • 5.19%
  • 5.16%
  • 4.63%
  • 4.46%
  • 3.63%
  • 3.45%
  • 3.32%
  • 3.08%
  • 2.45%
  • Prashant Jain

    Manager

  • Sankalp Baid

    Manager

  • SIP (monthly)
  • One-Time
Minimum amount to be invested is ₹1000
Risk-o-meter
Moderately High