NAV: 22 Apr 2025 | ₹181.04 |
Min. SIP amount | ₹500 |
Rating | 4 |
Fund size | ₹1,272.48Cr |
1Y | 3Y | 5Y | All | |
---|---|---|---|---|
Fund returns | 10.7% | 14.4% | 18.1% | 11.8% |
Category average | 7.6% | 11.4% | 14.6% | NA |
Rank with in category | 17 | 4 | 3 | NA |
Hybrid, Dynamic Asset Allocation funds | Rating | 1Y | 3Y | Fund Size(Cr) |
---|---|---|---|---|
HDFC Balanced Advantage Fund Direct Growth | 5 | 10.2% | 20.1% | 94,824.34 |
Baroda BNP Paribas Balanced Advantage Fund Direct Growth | 4 | 9.8% | 14.6% | 4,073.23 |
SBI Balanced Advantage Fund Direct Growth | 5 | 9.1% | 14.2% | 34,015.41 |
ICICI Prudential Balanced Advantage Direct Growth | 4 | 11.1% | 13.4% | 60,591.13 |
Tata Balanced Advantage Fund Direct Growth | 4 | 7.3% | 12.3% | 10,075.20 |
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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