HDFC Balanced Advantage Fund - Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020
HDFC Balanced Advantage Fund - Growth Fund Overview
SIP ₹100 & Lump. ₹100
₹107,296 Cr
N/A
1.29
In respect of each purchase / switch-in of Units, upto 15% of the units may be redeemed without any exit load from the date of allotment.Any redemption in excess of the above limit shall be subject to the following exit load:Exit load of 1.00% is payable if Units are redeemed / switched-out within 1 year from the date of allotment of units.No Exit Load is payable if Units are redeemed / switched-out after 1 year from the date of allotment.
Nifty50 Hybrid Composite Debt 65:35 Index
HDFC Balanced Advantage Fund - Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -3.98 | -1.30 | 1.08 |
| 6M | 2.76 | 3.70 | 13.28 |
| 1Y | -2.04 | 4.01 | 25.12 |
| 3Y | 9.56 | 13.55 | 41.94 |
Portfolio Analysis
- Equity: 73.26%
- Debt: 25.14%
- Others
About Fund HDFC Balanced Advantage Fund - Growth
HDFC Balanced Advantage Fund - Growth managed by HDFC Mutual Fund,is a Balanced Fundsscheme with Assets Under Management of ₹107,296 Crore. The fund benchmarks its performance against the Nifty50 Hybrid Composite Debt 65:35 Index while maintaining an expense ratio of 1.29. Under the expert guidance of Gopal Agrawal ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Gopal Agrawal
Mr. Agrawal is Bachelor of Engineering & an MBM. Prior to this assignment, he was the Fund Manager with SBI Mutual Fund. He has also been associated with organizations like Kotak Securities, HDFC Securities, IDBI Capital, UTI Securities and IPCL.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Edelweiss Balanced Advantage Fund Growth | 5 | 13,445 CR | 1.92 |
| WhiteOak Capital Balanced Advantage Fund Growth | 0 | 2,302 CR | 2.28 |
| HDFC Balanced Advantage Fund - Growth | 4 | 107,295 CR | 1.29 |
| Quant Dynamic Asset Allocation Fund Growth | 0 | 852 CR | 3.02 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundEdelweiss Balanced Advantage Fund Growth | 2.1524 | 28.6176 |
| This FundWhiteOak Capital Balanced Advantage Fund Growth | 1.5468 | 31.4434 |
| This FundHDFC Balanced Advantage Fund - Growth | -2.0436 | 31.4955 |
| This FundQuant Dynamic Asset Allocation Fund Growth | -2.598 | 35.8239 |
HDFC Balanced Advantage Fund - Growth FAQs
- 1 Month : -3.98%
- 6 Months : 2.76%
- 1 Year : -2.04%
- 3 Years : 9.56%
