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
26.56
(21/01/2020)
L 52Wk H
25.69
30.15
Login using to know what your Friends are Investing !

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
26.56
(21/01/2020)
Time to Invest
Hdfc Balance Advantage Fund - Regular Plan - Dividend Reinvestment
Rating
L 52Wk H
25.69
30.15
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 - TRI
  • NIFTY 50 Hybrid Composite Debt 65:35 Index
Returns
1M
-0.25%
3M
3.29%
6M
0.11%
1Y
5.53%
3Y
10.91%
5Y
7.53%
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

44497.48 Cr
Hdfc Balance Advantage Fund - Regular Plan - Dividend Reinvestment AUM is 375% 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

1.68%
Hdfc Balance Advantage Fund - Regular Plan - Dividend Reinvestment Expense Ratio is 45% lower than other schemes in the category

Turnover Ratio

17.78%
Hdfc Balance Advantage Fund - Regular Plan - Dividend Reinvestment Turnover Ratio is 92% lower than other schemes in the category