- Mutual Funds
- HDFC Mutual Fund
- HDFC Balanced Advantage Fund Regular Growth
HDFC Balanced Advantage Fund Regular Plan Growth
₹ 511.271
NAV (Oct 15)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 511.271
NAV (Oct 15)
Fund Returns
Last 1Y | 32.3% |
Last 3Y | 20.8% |
Last 5Y | 22% |
Last 10Y | 14.5% |
Since Inception | 18.6% |
6 Month CAGR | 11.2% |
Scheme Information
The Scheme seeks to provide long term capital appreciation / income from a dynamic mix of equity and debt investments.
Expense Ratio | 1.35 |
Launched (0y ago) | 1.35 |
AUM in Crores | 96535.5 |
ISIN | INF179K01830 |
Lock-in | - |
Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 9.4 |
Beta | 0.7 |
Sharpe Ratio | 1.6 |
YTM | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| HDFC Balanced Advantage Fund (G) | 12,83,481 | 5,50,869 | 22% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
Others
15.4%HDFC Bank Ltd.
5.8%Others
4%ICICI Bank Ltd.
3.6%State Bank of India
3.6%Allocation by Sector
Financial
15.5%Energy
7.9%Healthcare
3.4%Materials
3.3%Technology
3.2%Comparison with Hybrid Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 50,495 cr | ||
₹ 3,342 cr | ||
₹ 5,410 cr | ||
₹ 12,689 cr | ||
₹ 24,796 cr |
About the AMC
HDFC Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.7% | 5.9% | ||
15.2% | 6.7% | ||
20.6% | 13.3% | ||
6.5% | 7.8% | ||
6% | 8.1% |
HDFC Balanced Advantage Fund Regular Plan Growth Review
HDFC Balanced Advantage Fund Regular Plan Growth is a Dynamic Asset Allocation Or Balanced Advantage Hybrid fund and has delivered an annualised return of 18.603% over a period of 24 years. The fund is managed by HDFC Mutual Fund. The fund managers are Anil Bamboli, Arun Agarwal, Dhruv Muchhal, Gopal Agrawal, Nirman S. Morakhia, Srinivasan Ramamurthy.
Nav of HDFC Balanced Advantage Fund as of 10/15/2024 is ₹511.27 with the total AUM as of 10/16/2024 is ₹96535.5059. With Scripbox you can compare and check the latest nav for all mutual funds in India. HDFC Balanced Advantage Fund was launched on 2000-09-11. The category risk of the fund is High.
The minimum SIP amount for HDFC Balanced Advantage Fund Regular Plan Growth is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Frequently Asked Questions
What is HDFC Balanced Advantage Fund?
How to invest in HDFC Balanced Advantage Fund?
You can invest in HDFC Balanced Advantage Fund Regular Plan through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of HDFC Balanced Advantage Fund?
The minimum sip amount for HDFC Balanced Advantage Fund Regular Plan is ₹1000. You can invest in multiples of ₹5000.
Is HDFC Balanced Advantage Fund Regular Plan good to invest in?
As per Scripbox experts, it is a 4 fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the HDFC Balanced Advantage Fund Regular Plan Growth?
The expense ratio of the HDFC Balanced Advantage Fund Regular Growth is 1.35% for regular plan.
What is the NAV of HDFC Balanced Advantage Fund?
Today's HDFC Balanced Advantage Fund Regular Growth NAV is ₹511.27.