HDFC Balanced Advantage Fund Growth

Hybrid
Dynamic Asset Allocation
Very High Risk
16.65%
3Y annualised
-1.29% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 27 Jan 2023₹320.85
Min. SIP amountNot Supported
Rating3
Fund size₹51,026.69Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Hybrid Dynamic Asset Allocation
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns13.4%16.6%9.8%17.9%
Category average3.2%9.4%7.0%NA
Rank with in category11NANA
Understand terms

Holdings (107)

NameSectorInstrumentAssets
State Bank of IndiaFinancialEquity5.1%
HDFC Bank Ltd.FinancialEquity5.1%
GOISovereignGOI Sec4.9%
ICICI Bank Ltd.FinancialEquity4.6%
Coal India Ltd.EnergyEquity4.3%
NTPC Ltd.EnergyEquity3.4%
Infosys Ltd.TechnologyEquity3.1%
GOISovereignGOI Sec3.0%
ITC Ltd.Consumer StaplesEquity3.0%
Housing Development Finance Corporation Ltd.FinancialEquity2.9%
See All

Expense ratio, exit load and tax

Expense ratio: 1.52%

Inclusive of GST

Exit load

For units in excess of 15% of the investment, 1% will be charged for redemption within 1 year.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Anil Bamboli
Jul 2022 - Present
View details

Education
Mr. Bamboli is a CFA from Association for Investment Management and Research, U.S.A, Masters in Management Studies (Finance) and a Graduate in Cost and Works Accountant from ICWAI.
Experience
Prior to joining HDFC AMC he has worked with SBI Fund Management for 11 years.
Also manages these schemes

Gopal Agrawal
Jul 2022 - Present
View details

Education
Mr.Agrawal is a B.E and MBM.
Experience
Prior to joining HDFC Mutual Fund he has worked with DSP Mutual Fund, Tata AMC, Mirae Asset Mutual Fund ,SBI Mutual Fund, Kotak Securities, HDFC Securities, IDBI Capital, UTI Securities and IPCL.
Also manages these schemes

Arun Agarwal
Oct 2022 - Present
View details

Education
Mr. Agarwal is a B.Com. and Chartered Accountant
Experience
Prior to joining HDFC Asset Management Company Limited, he has worked with SBI Funds Management Pvt. Ltd., ICICI Bank Limited, UTI Asset Management Pvt. Ltd.
Also manages these schemes

Srinivasan Ramamurthy
Jul 2022 - Present
View details

Education
Mr. Ramamurthy is an engineer by qualification from Jadavpur University and has done his MBA from IIM - Calcutta.
Experience
Prior to joining HDFC Asset Management Company Limited, he has worked with Mahindra Mutual Fund, IDBI Federal Life Insurance, IIFL Capital Limited, Maybank Kim Eng, Credit Suisse and KPMG Advisory.
Also manages these schemes

Priya Ranjan
May 2022 - Present
View details

Education
Mr. Ranjan is B.E(Computer Science) and PGDBM (Finance).
Experience
He has over 14 years of experience in equity research.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
"HDFC House"-2nd Floor,H.T. Parekh Marg - 165-166, Backbay Reclamation,Churchgate Mumbai 400020
Phone
1800-3010-6767 / 1800-419-7676
Launch Date
10 Dec 1999
E-mail
NA
Website
NA
HDFC Mutual Fund
Asset Management Company
Custodian
HDFC Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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