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 28th Feb
Top holdings
Cash Offset For Derivatives
5.9%
HDFC Bank Ltd
5.7%
ICICI Bank Ltd
3.7%
Infosys Ltd
3.4%
Reliance Industries Ltd
3.3%
State Bank of India
3.0%
7.18% Govt Stock 2033
2.6%
NTPC Ltd
2.4%
Larsen & Toubro Ltd
2.3%
Bharti Airtel Ltd
2.3%
Top industry exposure
Financial Services
21.9%
Industrials
7.8%
Energy
7.1%
Technology
6.3%
Consumer Cyclical
5.7%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
26%
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.