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 29th Feb
Top holdings
Cash Offset For Derivatives
10.0%
HDFC Bank Ltd
5.7%
Treps - Tri-Party Repo
4.5%
Coal India Ltd
4.1%
State Bank of India
3.8%
7.38% Govt Stock 2027
3.5%
NTPC Ltd
3.4%
ICICI Bank Ltd
3.4%
Infosys Ltd
2.5%
Reliance Industries Ltd
2.5%
Top industry exposure
Financial Services
23.4%
Industrials
10.5%
Energy
9.0%
Utilities
6.3%
Technology
4.0%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
15%
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.