Idfc Balanced Advantage Fund Regular Plan Idcw Reinvestment

Hybrid Generate Income and create wealth
Balanced Advantage
Category Rank
Idfc Balanced Advantage Fund Regular Plan Idcw Reinvestment
Rating
Fund
Time to Invest
Idfc Balanced Advantage Fund Regular Plan Idcw Reinvestment
NAV
12.959
(23/09/2022)
L 52Wk H
11.88
13.78
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Idfc Balanced Advantage Fund Regular Plan Idcw Reinvestment

Hybrid
Balanced Advantage
Generate Income and create wealth
Rank Idfc Balanced Advantage Fund Regular Plan Idcw Reinvestment
Fund
NAV
12.959
(23/09/2022)
Time to Invest
Idfc Balanced Advantage Fund Regular Plan Idcw Reinvestment
Rating
L 52Wk H
11.88
13.78
Investment Objective

The primary objective of the scheme is to seek to generate long term capital appreciation with relatively lower volatility through systematic allocation of funds into equity and equity related instruments; and for defensive purposes in equity derivatives. The secondary objective of the scheme will be to generate income and capital appreciation through investment in Debt & Money Market instruments. .

Category
  • Hybrid - Balanced Advantage
Benchmark
  • NIFTY 50 Hybrid Composite Debt 50:50 Index
Returns
Absolute
1M
0.31%
3M
8.89%
6M
1.31%
Annualised
1Y
-1.55%
3Y
9.25%
5Y
7.80%
Historical NAV
NAV for scheme IDFC Balanced Advantage Fund - Regular Plan - IDCW Reinvest is
Growth of 10,000
An investment of 10000 for in this scheme would have grown to Rs.

Risk of the fund

Idfc Balanced Advantage Fund Regular Plan Idcw Reinvestment

AUM

3044.88 Cr
Idfc Balanced Advantage Fund Regular Plan Idcw Reinvestment AUM is 69% lower than other schemes in the category

Load

Entry Load - NIL
Exit Load - Nil for 10% of investment and for remaining investment 1% on or before 1Y
Lock In Period - NIL

Expense Ratio

1.95%

Turnover Ratio

283.00%