HDFC Balanced Advantage Fund - Direct Growth
-
NAV
529.15
as on 03 Apr 2025
-
₹0.37 (0.07%)
Last Change
-
19.87%
3Y CAGR returns
-
₹ 100
Min SIP -
₹ 100
Min Lumpsum -
0.81%
Expense Ratio -
90,375 Cr
Fund Size -
12 Years
Fund Age
Returns and Ranks ( as on 03 Apr 2025 )
- 1Y Returns
- 3Y Returns
- 5Y Returns
- MAX Returns
- Trailing Returns
- 8.09%
- 19.87%
- 28.15%
- 15.64
- 10.47Alpha
- 2.85SD
- 0.67Beta
- 1.33Sharpe
- Exit Load
- 1.00% - If Units are redeemed / switched-out within 1 years from the date of allotment. Nil - If Units are redeemed / switched-out after 1 years from the date of allotment.
- Tax implication
- Returns are taxed as per your Income Tax slab.
Gopal Agrawal
moderate Moderate Moderately
High High Very
High
- Fund Name
- Fund Size (Cr.) - ₹ 90,375
- Fund Size (Cr.) - ₹ 8,431
- Fund Size (Cr.) - ₹ 919
- Fund Size (Cr.) - ₹ 6,988
- Fund Size (Cr.) - ₹ 58,717
- Fund Name
-
- Equity
- Sectoral / Thematic
- AUM - ₹ 2,105
-
- Equity
- Mid Cap Fund
- AUM - ₹ 67,579
-
- Equity
- Focused Fund
- AUM - ₹ 15,516
-
- Equity
- Flexi Cap Fund
- AUM - ₹ 64,124
-
- Equity
- ELSS
- AUM - ₹ 14,671
-
- Equity
- Multi Cap Fund
- AUM - ₹ 14,651
- Address :
- HDFC House, 2nd Flr, H.T.Parekh Marg,165-166, Backbay Reclamation,Churchgate, Mumbai - 400 020.
- Contact :
- +91022 - 6631 6333
- Email ID :
- hello@hdfcfund.com
Large Cap
- Fund Name
-
- Equity
- Large Cap Fund
- Fund Size (Cr.) - 34,212
-
- Equity
- Large Cap Fund
- Fund Size (Cr.) - 4,519
-
- Equity
- Large Cap Fund
- Fund Size (Cr.) - 60,177
-
- Equity
- Large Cap Fund
- Fund Size (Cr.) - 33,913
-
- Equity
- Large Cap Fund
- Fund Size (Cr.) - 2,263
Mid Cap
Multi Cap
ELSS
Focused
Sectoral / Thematic
Small Cap
Dividend Yield
Ultra Short Duration
Liquid Mutual
Gilt Mutual
Long Duration
Overnight Mutual
Floater Mutual
Arbitrage Mutual
Equity Savings Mutual
Aggressive Hybrid Mutual
FAQs
You can invest in HDFC Balanced Advantage Fund - Direct Growth in a quick and simple process. Follow the below steps
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for HDFC Balanced Advantage Fund - Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on "One-time" if you wish to invest a lumpsum amount then click on "Invest Now"
HDFC Balanced Advantage Fund - Direct Growth has delivered 16.90% since inception
The NAV of HDFC Balanced Advantage Fund - Direct Growth is ₹539.126 as of 03 Apr 2025
The expense ratio of HDFC Balanced Advantage Fund - Direct Growth is % as of 03 Apr 2025
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on "Redeem all units
The AUM of HDFC Balanced Advantage Fund - Direct Growth 86471.3 CR as of 03 Apr 2025
The minimum SIP amount of HDFC Balanced Advantage Fund - Direct Growth is 100
The top stock holdings of HDFC Balanced Advantage Fund - Direct Growth are
- HDFC Bank - 5.71%
- ICICI Bank - 3.73%
- Infosys - 3.43%
- Reliance Industr - 3.28%
- St Bk of India - 3.01%
The top sectors HDFC Balanced Advantage Fund - Direct Growth has invested in are
- Debt - 32.01%
- Banks - 16.29%
- Finance - 5.83%
- Petroleum Products - 4.4%
- Construction - 4.17%
- Step 1: Visit the fund house website
- Step 2: Log in to your account by adding Folio No. and M-Pin
- Step 3: Click on Widhrawal > Redemption
- Step 4: Select HDFC Balanced Advantage Fund - Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Yes, You can select both SIP or Lumpsum investment of HDFC Balanced Advantage Fund - Direct Growth based on your investment objective and risk tolerance