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21273
HDFC Balanced Advantage Fund - Direct Growth
19.73
3.61
20.67
-1.46
-3.25
-7.58
-8.69
15.30
  • NAV

    504.00

    as on 03 Mar 2025

  • ₹-0.36 (-0.07%)

    Last Change

  • 19.73%

    3Y CAGR returns

  • ₹ 100

    Min SIP

  • ₹ 100

    Min Lumpsum

  • 0.78%

    Expense Ratio
  • Rating

  • 94,251 Cr

    Fund Size

  • 12 Years

    Fund Age
SIP One-Time

SIP Calculator

SIP One-Time
₹ ₹
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00
₹
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00

Returns and Ranks ( as on 03 Mar 2025 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 3.61%
  • 19.73%
  • 20.67%
  • 15.30
By Holding By Sector By Asset
6.11%
3.83%
3.37%
3.27%
3.24%
80.18%
View all Holdings
  • 9.93Alpha
  • 2.74SD
  • 0.66Beta
  • 1.31Sharpe
  • Exit Load
  • 1.00% - If Units are redeemed / switched-out within 1 years from the date of allotment. Nil - If Units are redeemed / switched-out after 1 years from the date of allotment.
  • Tax implication
  • Equity:- Returns redeemed within a year are taxed at 20%, while those held longer incur a 12.5% LTCG tax on gains over Rs 1.25 lakh per financial year.
    Debt:- Returns are taxed as per your Income Tax slab.
    Hybrid:-Returns are taxed as per your Income Tax slab.
Aims to generate long term capital appreciation from a portfolio that is invested predominantly in equity and equity related instruments.

Gopal Agrawal

Low Low to
moderate Moderate Moderately
High High Very
High
  • Fund Name
View all schemes

HDFC Mutual Fund

  • AUM :
  • 793,714Cr
  • Address :
  • HDFC House, 2nd Flr, H.T.Parekh Marg,165-166, Backbay Reclamation,Churchgate, Mumbai - 400 020.
  • Contact :
  • +91022 - 6631 6333
  • Email ID :
  • hello@hdfcfund.com
21273
  • Fund Name
  • AUM - ₹ 15413
Mutual Fund by Category
Equity Debt Hybrid

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FAQs

You can invest in HDFC Balanced Advantage Fund - Direct Growth in a quick and simple process. Follow the below steps

  1. Login to your 5paisa account, Go to the Mutual Funds section.
  2. Search for HDFC Balanced Advantage Fund - Direct Growth in the search box.
  3. Click on "Start SIP" if you wish to do a SIP or click on "One-time" if you wish to invest a lumpsum amount then click on "Invest Now"

HDFC Balanced Advantage Fund - Direct Growth has delivered 16.90% since inception

The NAV of HDFC Balanced Advantage Fund - Direct Growth is ₹539.126 as of 03 Mar 2025

The expense ratio of HDFC Balanced Advantage Fund - Direct Growth is % as of 03 Mar 2025

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on "Redeem all units

The AUM of HDFC Balanced Advantage Fund - Direct Growth 86471.3 CR as of 03 Mar 2025

The minimum SIP amount of HDFC Balanced Advantage Fund - Direct Growth is 100

The top stock holdings of HDFC Balanced Advantage Fund - Direct Growth are

  1. HDFC Bank - 6.11%
  2. ICICI Bank - 3.83%
  3. Reliance Industr - 3.37%
  4. Infosys - 3.27%
  5. St Bk of India - 3.24%

The top sectors HDFC Balanced Advantage Fund - Direct Growth has invested in are

  1. Debt - 32.01%
  2. Banks - 16.29%
  3. Finance - 5.83%
  4. Petroleum Products - 4.4%
  5. Construction - 4.17%

  1. Step 1: Visit the fund house website
  2. Step 2: Log in to your account by adding Folio No. and M-Pin
  3. Step 3: Click on Widhrawal > Redemption
  4. Step 4: Select HDFC Balanced Advantage Fund - Direct Growth in Scheme, enter the redemption amount, and click on submit button.

Yes, You can select both SIP or Lumpsum investment of HDFC Balanced Advantage Fund - Direct Growth based on your investment objective and risk tolerance

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