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
29.163
(22/04/2019)
L 52Wk H
27.12
31.56

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
29.163
(22/04/2019)
Time to Invest
Hdfc Balance Advantage Fund - Regular Plan - Dividend Reinvestment
Rating
L 52Wk H
27.12
31.56
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
0.95%
3M
5.43%
6M
10.42%
1Y
6.62%
3Y
15.25%
5Y
14.10%
Historical NAV
NAV for scheme HDFC Balance Advantage Fund - Dividend Option 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

40894.01 Cr
Hdfc Balance Advantage Fund - Regular Plan - Dividend Reinvestment AUM is 264% higher than other schemes in the category

Load

Entry Load - NIL
Exit Load - 1% on or before 1Y Nil after 1Y
Lock In Period - NIL

Expense Ratio

2.16%
Hdfc Balance Advantage Fund - Regular Plan - Dividend Reinvestment Expense Ratio is 68% lower than other schemes in the category

Turnover Ratio

15.01%
Hdfc Balance Advantage Fund - Regular Plan - Dividend Reinvestment Turnover Ratio is 92% lower than other schemes in the category