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HDFC Balanced Advantage Fund
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.74 | 29.46 | 1.50 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.32 | 39.21 | 1.23 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 100 |
| BenchmarkBenchmark |
|---|
| NIFTY 50 Hybrid Composite Debt 50:50 Index |
About Balanced Advantage Fund
Balanced advantage funds are equity mutual funds that have equity allocation between 30% and 80% depending on the PE ratio and market valuation
Peers & Comparison
HybridBalanced Advantage Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| HDFC Balanced Advantage Fund | 20.17% | 23.79% | 15.66% |
| ICICI Pru Balanced Advantage Fund | 14.61% | 13.56% | 13.28% |
| SBI Balanced Advantage Fund | 16.93% | 14.48% | 13.30% |
| Kotak Balanced Advantage Fund | 17.57% | 13.20% | 12.66% |
Price Comparison
Compare HDFC Balanced Advantage Fund with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Equity
Debt
Others
- ConstituentHolding Weight3M Change
- HDFC Bank Ltd3M change : 0.27 %
Holdings
6.37 %
0.27 % - ICICI Bank Ltd3M change : 0.34 %
Holdings
3.92 %
0.34 % - State Bank of India3M change : 0.15 %
Holdings
3.46 %
0.15 %
AMC Profile
HDFC Asset Management Company, investment manager to HDFC Mutual Fund, is one of the leading AMCs in the country. The company operates as a joint venture between Housing Development Finance Corporation (HDFC) and Standard Life Investments (SLI).
No.of Schemes
83
Total AUM
₹ 7,71,393.51 Cr.
Fund Manager Profile
Gopal Agrawal
AUM: ₹1,42,948.83 Cr.
|
Exp: 14yrs
Srinivasan Ramamurthy
AUM: ₹1,23,291.83 Cr.
|
Exp: 11yrs
Arun Agarwal
AUM: ₹1,58,661.88 Cr.
|
Exp: 9yrs
Nirman Morakhia
AUM: ₹1,58,661.88 Cr.
|
Exp: 14yrs
Manager Performance (0)
Tax Implications
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Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
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Opinions and Fund Reviews
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7 years ago•Yadnya Investment Academy
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%