RingMoney - HDFC BALANCE ADVANTAGE FUND - IDCW REINVESTMENT
HDFC BALANCE ADVANTAGE FUND - IDCW REINVESTMENT
Hybrid Dynamic Asset Allocation
₹38.63
NAV as on 25 Apr
₹0.33  0.85%
1D Change
1 Year Returns
14.47 %
3 Year Returns
17.04 %
5 Year Returns
11.00 %
What If You Invested in HDFC BALANCE ADVANTAGE FUND - IDCW REINVESTMENT
₹L
5 Year Gain
by this Fund
₹L
Fund Overview
Inception DateApr 18 2011
Min. Investment (Lumpsum/SIP)₹100 /₹100
BenchmarkNIFTY 50 Hybrid Composite debt 50:50 Index
AUM (Cr.)₹ 51.00
Lock InNo Lock-in
Expense Ratio1.52%
Exit Load1.00% (< 365 Days)
TurnOver31.4%
What If You Invested in HDFC BALANCE ADVANTAGE FUND - IDCW REINVESTMENT
₹L
5 Year Gain
by this Fund
₹L
Peer Comparison
Name of Fund
3 Year Return
ADITYA BIRLA SUN LIFE MULTI ASSET ALLOCATION FUND- REGULAR PLAN GROWTH
NA%
KOTAK BALANCED ADVANTAGE FUND - GROWTH
9.89 %
HSBC AGGRESSIVE HYBRID FUND - GROWTH
9.69 %
AXIS EQUITY HYBRID FUND - GROWTH
9.50 %
Riskometer
Others Information
Fund ManagerPrashant Jain
Priya Ranjan
ISIN CodeINF179K01822
About the Fund
The scheme is aimed at generating long-term capital appreciation by investing 80-100 per cent of its assets in equity and equity-related instruments. Exposure to debt and money market instruments would be around 20 % of the corpus. Relatively high exposure to sectors and companies that are doing well or are expected to do well; avoiding significant exposure to cyclicals.