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
Hdfc Balance Advantage Fund - Regular Plan - Dividend Reinvestment
Fund
Hdfc Balance Advantage Fund - Regular Plan - Dividend Reinvestment
Time to Invest
Hdfc Balance Advantage Fund - Regular Plan - Dividend Reinvestment
NAV
28.621
(13/12/2018)
L 52Wk H
27.46
36.78

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
Hdfc Balance Advantage Fund - Regular Plan - Dividend Reinvestment
NAV
28.621
(13/12/2018)
Time to Invest
Hdfc Balance Advantage Fund - Regular Plan - Dividend Reinvestment
Rating
Hdfc Balance Advantage Fund - Regular Plan - Dividend Reinvestment
L 52Wk H
27.46
36.78
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
-0.56%
3M
-4.19%
6M
-1.56%
1Y
-1.64%
3Y
12.96%
5Y
14.91%
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

37426.72 Cr
Hdfc Balance Advantage Fund - Regular Plan - Dividend Reinvestment AUM is 162% higher than other schemes in the category

Load

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

Expense Ratio

1.98%
Hdfc Balance Advantage Fund - Regular Plan - Dividend Reinvestment Expense Ratio is 54% lower than other schemes in the category

Turnover Ratio

18.01%
Hdfc Balance Advantage Fund - Regular Plan - Dividend Reinvestment Turnover Ratio is 92% lower than other schemes in the category