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HDFC Balanced Advantage Fund - Direct Growth
23.79
20.17
20.59
-2.48
1.09
-2.59
2.19
16.17
  • NAV

    536.28

    as on 20 Dec 2024

  • ₹-5.12 (-0.95%)

    Last Change

  • 23.79%

    3Y CAGR returns

  • ₹ 100

    Min SIP

  • ₹ 100

    Min Lumpsum

  • 0.75%

    Expense Ratio
  • Rating

  • 95,570 Cr

    Fund Size

  • 11 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 20 Dec 2024 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 20.17%
  • 23.79%
  • 20.59%
  • 16.17
By Holding By Sector By Asset
6.37%
3.92%
3.46%
3.24%
2.93%
80.08%
View all Holdings
  • 11.69Alpha
  • 2.68SD
  • 0.63Beta
  • 1.61Sharpe
  • 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.
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 :
  • 764,397Cr
  • 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
  • Fund Name
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 20 Dec 2024

The expense ratio of HDFC Balanced Advantage Fund - Direct Growth is % as of 20 Dec 2024

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 20 Dec 2024

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 - 6.37%
  2. ICICI Bank - 3.92%
  3. St Bk of India - 3.46%
  4. Reliance Industr - 3.24%
  5. Infosys - 2.93%

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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