IDFCBalanced AdvantageDirect Reinvestment of Income Distribution cum Capital Withdrawal option

hybrid

RETURNS (5 YEARS) 8.68%
RETURNS (5 YEARS) 8.68%
NAV ₹13.47
Sub-Type Dynamic Hybrid
Rating
  • Overview
  • Holdings
  • Manager

Returns

Timeframe
Fund(%)
1M
-4.74%
3M
-5.21%
6M
-8.28%
1Y
2.98%
3Y
9.40%
5Y
8.68%

Fund Essentials

  • 10 Jan 2014

    Fund Started

  • ₹3012.52 Cr

    AUM Fund Size

  • 0.54%

    Expense Ratio

  • ₹1000

    Min SIP Amount

  • Moderate

    Fund Risk

  • 1.0% if redeemed within 0-1 years

    0% if redeemed after 1 years

    Exit Load

Top 10 Holdings

  • 8.86%
  • 5.83%
  • 5.25%
  • 4.78%
  • 3.78%
  • 3.18%
  • 3.09%
  • 2.96%
  • 2.66%
  • 2.32%
  • Sumit Agrawal

    Manager

  • Sachin Relekar

    Manager

  • Viraj Kulkarni

    Manager

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