HDFC Balanced Advantage Fund Growth-0.33%

-9.85%
1 Year Return
Hybrid
Balanced Advantage
4.0star
6M
1Y
3Y
5Y
All

Fund Details

HDFC Balanced Advantage Fund Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.61%
NAV₹174.20 (30 Sep 2020)
Fund Started11 Sep 2000
Fund Size₹37,192 Cr

Returns

1Y
3Y*
5Y*
Since inception*
HDFC Balanced Advantage Fund Growth
-9.8%
-0.6%
4.8%
16.9%
Category Average
4.2%
4.0%
6.2%
-
Rank within category
22
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month₹5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    ₹0
    with -9.8% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    Cons
    1. Asset under management(AUM) is more than 20000 Crs. Returns tend to go low once AUM exceeds a certain amount
    2. Risk-adjusted returns are lower compared to the category
    3. Risk is higher compared to the benchmark
    4. Higher expense ratio
    5. 1Y Returns are lower than the benchmark
    6. 3Y Returns are lower than the benchmark
    7. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    State Bank of IndiaFinancialEquity8.2%
    ICICI Bank Ltd.FinancialEquity7.7%
    Larsen & Toubro Ltd.ConstructionEquity6.0%
    Infosys Ltd.TechnologyEquity5.8%
    Power Grid Corporation of India Ltd.EnergyEquity5.1%
    National Thermal Power Corp. Ltd.EnergyEquity4.8%
    ITC Ltd.FMCGEquity4.6%
    Coal India Ltd.EnergyEquity4.2%
    Power Finance Corpn. Ltd.FinancialEquity3.1%
    Axis Bank Ltd.FinancialEquity2.5%
    See All

    Fund Managers

    addPrashant Jain
    Education
    Mr. Jain is a B. Tech. from IIT Kanpur, PGDM from IIM, Bangalore and CFA from AIMR, USA.
    Experience
    Prior to joining HDFC AMC he has worked with Zurich AMC and SBI Mutual Fund.
    Funds Managed
    addAmar Kalkundrikar
    Education
    Mr. Kalkundrikar has done B.Com, CA, CFA, and MBA from Columbia Business School.
    Experience
    Mr. Kalkundrikar has over 16 years of experience of which 13 years is in Equity Research and Portfolio Management.
    Funds Managed
    addChirag Dagli
    Education
    Mr. Dagli has done B. COM and Chartered Accountant.
    Experience
    Prior to joining HDFC AMC, he has worked with Aviva India Life Insurance Company Ltd., ICICI Securities Ltd., Pioneer Invest Corp, Deutsche Equities, Citigroup Global Markets.
    Funds Managed

    HDFC Balanced Advantage Fund Growth Details

    HDFC Balanced Advantage Fund Growth is a Hybrid Mutual Fund Scheme launched by HDFC Mutual Fund. This scheme was made available to investors on 11 Sep 2000. Srinivas Rao Ravuri is the Current Fund Manager of HDFC Balanced Advantage Fund Growth fund.The fund currently has an Asset Under Management(AUM) of ₹37,192 Cr and the Latest NAV as of 30 Sep 2020 is ₹174.20.

    The HDFC Balanced Advantage Fund Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. For units in excess of 15% of the investment, 1% will be charged for redemption within 1 year.

    Scheme Information Document(SID)

    Click here
    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    For units in excess of 15% of the investment, 1% will be charged for redemption within 1 year.
    Exit Load

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    HDFC Balanced Advantage Fund Growth
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    About HDFC Mutual Fund

    Address
    “HDFC House”, 2nd Floor, H.T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate, Mumbai 400020
    Phone
    022 6631 6333
    Launch Date
    30 Jun 2000
    E-mail
    cliser@hdfcfund.com
    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,
    Email
    enq_h@camsonline.com
    Website
    www.camsonline.com
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