HDFC Balanced Advantage Regular Growth Plan
SIP amount
Regular plans not available on Kuvera
Lumpsum amount
Regular plans not available on Kuvera

HDFC Balanced Advantage Regular Growth Plan

NAV
₹513.0130
-0.44%
(19 Jun)
AUM
1,00,299 Cr
TER
1.37%
Risk
Very High Risk
Rating
Insights
No insights found for this fund
Compare with other fund
1Y
+9.3%
+8.0%
+6.9%
+5.7%
+5.0%
+4.5%
3Y
+17.7%
+19.6%
+17.9%
+24.1%
+23.3%
+15.1%
5Y
+15.3%
+18.2%
+15.2%
+25.6%
+24.8%
+14.2%
ALL
+11.2%
+15.8%
+13.0%
+15.8%
+18.2%
+13.9%
VOL
8.3%
11.0%
11.1%
13.7%
18.3%
-
TER
0.8%
0.8%
0.8%
0.8%
1.4%
-
AUM
₹3,161 Cr
₹4,304 Cr
₹978 Cr
₹1,00,299 Cr
₹1,00,299 Cr
-
INFO
1.35
1.44
1.16
1.15
1.00
-
Past performance
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 Regular - Reg (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 30th Apr
Top holdings
Cash Offset For Derivatives
6.7%
HDFC Bank Ltd
5.5%
ICICI Bank Ltd
4.1%
Reliance Industries Ltd
3.6%
Infosys Ltd
3.1%
State Bank of India
2.8%
Bharti Airtel Ltd
2.8%
NTPC Ltd
2.6%
7.18% Govt Stock 2033
2.5%
Axis Bank Ltd
2.4%
Top industry exposure
Financial Services
22.7%
Industrials
7.9%
Energy
7.5%
Technology
6.2%
Consumer Cyclical
5.6%
Other information
Minimum SIP
Direct Only
Minimum lumpsum
Direct Only
Additional lumpsum
Direct Only
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.
Fund manager(s)
Anil Bamboli
Gopal Agrawal
Arun Agarwal
Srinivasan Ramamurthy
Dhruv Muchhal
Nandita Menezes

FAQs