HDFC Balanced Advantage Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Dynamic Asset Allocation funds is 51.19% .
The fund currently owns more than 0 stocks.
The top 10 holdings account for 0.00% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | -5.67% | 1.03% |
| 2 Year Return | 11.76% | 10.99% |
| 3 Year Return | 28.06% | 29.11% |
| 4 Year Return | 85.40% | 41.83% |
| 5 Year Return | 34.36% | 51.19% |
| 6 Year Return | 18.74% | 76.99% |
| 7 Year Return | 58.78% | 95.33% |
| Expense Ratio | 0.74% | - |
AMC: HDFC
Category: Hybrid • Dynamic Asset Allocation
Launch Date: 01 Jan 2013
Fund Manager: Mr. Gopal Agrawal
Minimum Purchase: ₹100
Exit Load: In respect of each purchase / switch-in of Units, upto 15% of the units may be redeemed without any exit load from the date of allotment. Any redemption in excess of the above limit shall be subject to the following exit load: Exit load of 1.00% is payable if Units are redeemed / switched-out within 1 year from the date of allotment of units. No Exit Load is payable if Units are redeemed / switched-out after 1 year from the date of allotment.
Lock-in: 1
Risk: Moderate Risk
HDFC Balanced Advantage Fund - Direct Plan is managed by HDFC and belongs to the Hybrid category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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