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HDFC Balanced Advantage Fund Growth

Hybrid
Dynamic Asset Allocation
Very High Risk
49.58%
1Y return
+0.68% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 02 Aug 2021₹264.25
Min. SIP Amount₹500
Rating3star
Fund Size₹41,796.27 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Hybrid Dynamic Asset Allocation
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns49.6%12.3%12.2%18.1%
Category average24.8%9.3%9.1%NA
Rank with in category13NANA
Understand termsinfo

Holdings (103)

NameSectorInstrumentAssets
State Bank of India
FinancialEquity9.4%
NTPC Ltd.EnergyEquity5.2%
Coal India Ltd.EnergyEquity4.3%
ICICI Bank Ltd.FinancialEquity4.1%
Larsen & Toubro Ltd.ConstructionEquity3.7%
Power Finance Corporation Ltd.
FinancialEquity3.6%
ITC Ltd.FMCGEquity3.5%
Infosys Ltd.TechnologyEquity2.8%
REC Ltd.FinancialEquity2.4%
Hindustan Petroleum Corporation Ltd.EnergyEquity2.1%
See All

Pros and cons

Category: Hybrid Dynamic Asset Allocation

Pros

  • Age is more than 10 years
  • 1Y Returns are higher than the category average returns
  • 5Y Returns are higher than the category average returns
  • 10Y Returns are higher than the category average returns
  • 3Y Returns are higher than the category average returns

Cons

  • Asset under management(AUM) is more than 20000 Crs. Returns tend to go low once AUM exceeds a certain amount
  • Higher expense ratio - 1.58%

Expense ratio, exit load and tax

Expense ratio: 1.58%

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 termsinfo

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Anand Laddha
Oct 2020 - Present
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Amar Kalkundrikar
Jan 2019 - Present
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Chirag Dagli
Jul 2019 - Present
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Sankalp Baid
Jan 2021 - Present
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Fund house & investment objective

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Fund house contact details

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