Hdfc Balance Advantage Fund - Regular Plan - Idcw Reinvestment

Hybrid Generate Income and create wealth
Balanced Advantage
Category Rank
Hdfc Balance Advantage Fund - Regular Plan - Idcw Reinvestment
Rating
Fund
Time to Invest
Hdfc Balance Advantage Fund - Regular Plan - Idcw Reinvestment
NAV
28.779
(04/08/2021)
L 52Wk H
20.18
28.74
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Hdfc Balance Advantage Fund - Regular Plan - Idcw Reinvestment

Hybrid
Balanced Advantage
Generate Income and create wealth
Rank Hdfc Balance Advantage Fund - Regular Plan - Idcw Reinvestment
Fund
NAV
28.779
(04/08/2021)
Time to Invest
Hdfc Balance Advantage Fund - Regular Plan - Idcw Reinvestment
Rating
L 52Wk H
20.18
28.74
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
3.16%
3M
13.67%
6M
12.38%
Annualised
1Y
50.73%
3Y
11.10%
5Y
12.79%
Historical NAV
NAV for scheme HDFC Balanced Advantage Fund - IDCW 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 - Idcw Reinvestment

AUM

41796.27 Cr
Hdfc Balance Advantage Fund - Regular Plan - Idcw Reinvestment AUM is 355% 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

1.58%
Hdfc Balance Advantage Fund - Regular Plan - Idcw Reinvestment Expense Ratio is 44% lower than other schemes in the category

Turnover Ratio

37.63%
Hdfc Balance Advantage Fund - Regular Plan - Idcw Reinvestment Turnover Ratio is 80% lower than other schemes in the category