HDFC Balanced Advantage Fund Direct Plan Growth-1.68%

4Groww
-3.25%
1 Year Return
Hybrid
Balanced Advantage
4.0 star
6M
1Y
3Y
5Y
All

Fund Details

HDFC Balanced Advantage Fund Direct Plan Growth

RiskVery High
Min SIP Amount₹500
Expense Ratio1.20%
NAV210.35 (08 Jul 2019)
Fund Started31 Dec 2012
Fund Size41,472 Cr

Fund Overview

Quick overview of HDFC Balanced Advantage Fund Direct Plan Growth

Returns

1Y
3Y*
5Y*
Since inception*
HDFC Balanced Advantage Fund Direct Plan Growth
-3.3%
7.5%
8.1%
11.2%
Category Average
NA
NA
NA
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -3.3% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. 5Y Returns are higher than the benchmark
    3. 10Y Returns are higher than the benchmark
    Cons
    1. Risk is higher compared to the benchmark
    2. 1Y Returns are lower than the benchmark
    3. 3Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    ICICI Bank Ltd.FinancialEquity9.0%
    State Bank of IndiaFinancialEquity8.5%
    Infosys Ltd.TechnologyEquity7.9%
    Larsen & Toubro Ltd.ConstructionEquity7.3%
    State Bank of IndiaFinancialBonds3.6%
    Power Grid Corporation of India Ltd.EnergyEquity3.6%
    National Thermal Power Corp. Ltd.EnergyEquity3.5%
    Tata Sons Ltd.FinancialDebenture3.5%
    Reliance Industries Ltd.EnergyEquity3.1%
    Power Finance Corpn. Ltd.FinancialEquity2.5%
    See All

    Fund Managers

    addRakesh Vyas
    Education
    Mr. Vyas is a B.E (Electrical) and PGDM (Business Management) from XLRI Jamshedpur.
    Experience
    Prior to joining HDFC Mutual Fund in 2009 he has worked with Lehman Brothers and Nomura.
    Funds Managed

    Other Details

    HDFC Balanced Advantage Fund Direct Plan Growth is a Hybrid Mutual Fund Scheme launched by HDFC Mutual Fund. This scheme was introduced to investors on 31 Dec 2012. Srinivas Rao Ravuri is the Current Fund Manager of HDFC Balanced Advantage Fund Direct Plan Growth.The fund currently has an Asset Under Management(AUM) of ₹41,472 Cr and the Latest NAV as of 08 Jul 2019 is ₹210.35.

    The HDFC Balanced Advantage Fund Direct Plan Growth is rated Very High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. For units in excess of 15% of the investment, 1% will be charged for redemption within 1 year..

    Investment Objective

    Aims to generate long term capital appreciation from a portfolio that is invested predominantly in equity and equity related instruments.

    Tax Implications

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    For units in excess of 15% of the investment, 1% will be charged for redemption within 1 year.
    Exit Load

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    About HDFC Mutual Fund

    Address
    “HDFC House”, 2nd Floor, H.T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate, Mumbai 400020
    Phone
    022 6631 6333
    Launch Date
    29 Jun 2000
    Website
    NA
    HDFC Mutual Fund
    Asset Management Company
    Custodian
    HDFC Bank
    Registrar & Transfer Agent
    Cams
    Address
    NA
    Website
    NA
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