NAV: 09 May 2025 | ₹180.39 |
Min. SIP amount | ₹500 |
Rating | 4 |
Fund size | ₹1,301.16Cr |
1Y | 3Y | 5Y | All | |
---|---|---|---|---|
Fund returns | 9.6% | 15.6% | 22.2% | 11.7% |
Category average | 8.7% | 13.6% | 14.9% | NA |
Rank with in category | 18 | 5 | 2 | NA |
Hybrid, Dynamic Asset Allocation funds | Rating | 1Y | 3Y | Fund Size(Cr) |
---|---|---|---|---|
HDFC Balanced Advantage Fund Direct Growth | 5 | 10.2% | 23.3% | 97,460.90 |
Baroda BNP Paribas Balanced Advantage Fund Direct Growth | 4 | 10.7% | 17.3% | 4,155.29 |
SBI Balanced Advantage Fund Direct Growth | 5 | 9.9% | 16.0% | 34,894.57 |
Nippon India Balanced Advantage Fund Direct Growth | 4 | 10.9% | 15.6% | 9,049.42 |
ICICI Prudential Balanced Advantage Direct Growth | 4 | 11.9% | 15.1% | 62,527.91 |
Name | Sector | Instrument | Assets |
---|---|---|---|
Franklin India Flexi Cap Fund Direct-Growth | NA | Mutual Fund | 51.64% |
ICICI Prudential Short Term Fund Direct Plan-Growth | NA | Mutual Fund | 23.14% |
SBI Short Term Debt Fund Direct-Growth | NA | Mutual Fund | 23.08% |
Franklin India Short-term Income Plan Direct-Growth | NA | Mutual Fund | 0.03% |
Inclusive of GST
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
0.005% (from July 1st, 2020)
NA
Min. for 1st investment | ₹5,000 |
Min. for 2nd investment onwards | ₹1,000 |
Min. for SIP | ₹500 |
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Karnataka
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