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HDFC Balanced Advantage Fund Direct growth
Hybrid • Dynamic • Direct growth
Average credit rating
AA
CAGR
₹1,000 invested for 5 years
Fund Info
Hybrid
Dynamic
Direct growth
Launched On
01 Jan 2013
12 years ago
Lock-in Period
No lock-in
NAV
as of 20 Dec 2024
₹536.28
-0.9459% (-5.10)
AUM
₹95,570 Cr
Expense ratio
0.74%
Benchmark
Fund Plan
Tax info and exit load
Taxes
Units held less than 3Y
As per tax slab
Units held more than 3Y
20%
Exit Load
If units sold before 1Y
1%
If units sold after 1Y
0%
Distribution
Market capital
What's in this fund?
Credit Rating
Sectors
Holdings
Financial Services
Industrials
Energy
Consumer Cyclical
Technology
Fund House
HDFC
Inc: 01 Feb 1994 • Total AUM: ₹6,92,562 Cr • Rank #2HDFC Mutual Fund, started in 1999, has Housing Development Finance Corporation as its sponsor. The fund house is headed by Navneet Munot as the CEO. As of 31 March 2024, it has an AUM of ₹6,59,013 Cr. It functions under the holding company abrdn Investment Management Limited with a customer base of 10.2 million spread across 200 plus cities.
Fund Managers
Arun Agarwal
Experience: 20.26 yrs • Total AUM: 9,80,151 Cr
Gopal Agrawal
Experience: 4.42 yrs • Total AUM: 8,51,473 Cr
Anil Bamboli
Experience: 20.85 yrs • Total AUM: 13,29,673 Cr
Srinivasan Ramamurthy
Experience: 3.01 yrs • Total AUM: 7,21,786 Cr
Nirman Morakhia
Experience: 1.83 yrs • Total AUM: 9,71,865 Cr
Dhruv Muchhal
Experience: 1.49 yrs • Total AUM: 53,21,951 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Hybrid). To know the risk of this fund particularly, check 'Risk vs Category'.
Other top rated funds
Tata Balanced Advantage Fund
Hybrid • Dynamic • Direct Growth3Y CAGR
13.36%
Expense ratio
0.41%
Returns vs category
Risk vs category
Edelweiss Balanced Advantage Fund
Hybrid • Dynamic • Direct Growth3Y CAGR
13.35%
Expense ratio
0.51%
Returns vs category
Risk vs category
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.