Home>Mutual Funds>HDFC Mutual Fund>HDFC Balanced Advantage Fund Growth

HDFC Balanced Advantage Fund Growth

Hybrid
Dynamic Asset Allocation
Very High Risk
17.22%
3Y annualised
+0.39% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 21 Oct 2021₹287.38
Min. SIP amountNA
Rating3star
Fund size₹43,246.73 Cr

Returns and rankings

Category: Hybrid Dynamic Asset Allocation
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns59.5%17.2%12.3%18.3%
Category average24.8%9.3%9.1%NA
Rank with in category12NANA
Understand termsinfo

Holdings (95)

NameSectorInstrumentAssets
State Bank of India
FinancialEquity9.7%
EnergyEquity6.1%
EnergyEquity5.3%
FinancialEquity3.9%
Power Finance Corporation Ltd.
FinancialEquity3.6%
FMCGEquity3.6%
ConstructionEquity3.4%
FinancialEquity2.4%
TechnologyEquity2.2%
CommunicationEquity2.0%
See All

Expense ratio, exit load and tax

Expense ratio: 1.63%

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
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

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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