Past performance is no guarantee of future returns.
Had you invested
₹
Over the last
1Y
3Y
ALL
Your returns would have been
HDFC Balanced Advantage (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st May
Top holdings
Cash Offset For Derivatives
6.2%
HDFC Bank Ltd
5.4%
ICICI Bank Ltd
4.0%
Reliance Industries Ltd
3.5%
Treps - Tri-Party Repo
3.4%
Infosys Ltd
3.1%
Bharti Airtel Ltd
3.0%
State Bank of India
2.8%
Larsen & Toubro Ltd
2.4%
7.18% Govt Stock 2033
2.4%
Top industry exposure
Financial Services
22.3%
Industrials
8.7%
Energy
7.4%
Technology
6.2%
Consumer Cyclical
5.5%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
27%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
To provide long term capital appreciation / income from a dynamic mix of equity and debt investments. There is no assurance that the investment objective of the Scheme will be realized.