Hdfc Balance Advantage Fund - Regular Plan - Dividend Reinvestment

Hybrid Generate Income and create wealth
Balanced Advantage
Category Rank
Hdfc Balance Advantage Fund - Regular Plan - Dividend Reinvestment
Rating
Fund
Time to Invest
Hdfc Balance Advantage Fund - Regular Plan - Dividend Reinvestment
NAV
25.972
(19/01/2021)
L 52Wk H
17.21
26.86
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Hdfc Balance Advantage Fund - Regular Plan - Dividend Reinvestment

Hybrid
Balanced Advantage
Generate Income and create wealth
Rank Hdfc Balance Advantage Fund - Regular Plan - Dividend Reinvestment
Fund
NAV
25.972
(19/01/2021)
Time to Invest
Hdfc Balance Advantage Fund - Regular Plan - Dividend Reinvestment
Rating
L 52Wk H
17.21
26.86
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
4.37%
3M
26.82%
6M
29.36%
Annualised
1Y
9.26%
3Y
3.75%
5Y
12.51%
Historical NAV
NAV for scheme HDFC Balanced Advantage Fund - Dividend Reinvestment 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 - Dividend Reinvestment

AUM

39534.55 Cr
Hdfc Balance Advantage Fund - Regular Plan - Dividend Reinvestment AUM is 374% 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

1.65%
Hdfc Balance Advantage Fund - Regular Plan - Dividend Reinvestment Expense Ratio is 44% lower than other schemes in the category

Turnover Ratio

47.75%
Hdfc Balance Advantage Fund - Regular Plan - Dividend Reinvestment Turnover Ratio is 74% lower than other schemes in the category