Hdfc Balance Advantage Fund - Regular Plan - Idcw Payout

Hybrid Generate Income and create wealth
Balanced Advantage
Category Rank
Hdfc Balance Advantage Fund - Regular Plan - Idcw Payout
Rating
Fund
Time to Invest
Hdfc Balance Advantage Fund - Regular Plan - Idcw Payout
NAV
26.892
(14/05/2021)
L 52Wk H
18.78
27.96
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Hdfc Balance Advantage Fund - Regular Plan - Idcw Payout

Hybrid
Balanced Advantage
Generate Income and create wealth
Rank Hdfc Balance Advantage Fund - Regular Plan - Idcw Payout
Fund
NAV
26.892
(14/05/2021)
Time to Invest
Hdfc Balance Advantage Fund - Regular Plan - Idcw Payout
Rating
L 52Wk H
18.78
27.96
Investment Objective

To provide long term capital appreciation / income from a dynamic mix of equity and debt investments. .

Category
  • Hybrid - Balanced Advantage
Benchmark
  • NIFTY 50 Hybrid Composite Debt 65:35 Index
Returns
Absolute
1M
4.83%
3M
1.40%
6M
24.24%
Annualised
1Y
56.11%
3Y
7.90%
5Y
12.92%
Historical NAV
NAV for scheme HDFC Balanced Advantage Fund - IDCW Plan is
Growth of 10,000
An investment of 10000 for in this scheme would have grown to Rs.

Risk of the fund

Hdfc Balance Advantage Fund - Regular Plan - Idcw Payout

AUM

39146.35 Cr
Hdfc Balance Advantage Fund - Regular Plan - Idcw Payout AUM is 364% higher than other schemes in the category

Load

Entry Load - NIL
Exit Load - Nil upto 15% of Units For excess Units 1% on or before 1Y and Nil after 1Y
Lock In Period - NIL

Expense Ratio

1.91%
Hdfc Balance Advantage Fund - Regular Plan - Idcw Payout Expense Ratio is 59% lower than other schemes in the category

Turnover Ratio

35.59%
Hdfc Balance Advantage Fund - Regular Plan - Idcw Payout Turnover Ratio is 80% lower than other schemes in the category