HDFC Balanced Advantage Fund - Growth (Adjusted) has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 39.49 | 22.77 | 19.29 | 14.16 |
Average Rolling Returns(%) | 16.98 | 14.54 | 12.40 | 12.67 |
The Current NAV of HDFC Balanced Advantage Fund - Growth (Adjusted) is ₹449.03.
You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark NIFTY 50 returns, as Funds portfolio is significantly different.
HDFC Balanced Advantage Fund - Growth (Adjusted) fund’s expense ratio is 1.40%
The process for redemption is
The AUM of HDFC Balanced Advantage Fund - Growth (Adjusted) is currently ₹78,759 Crores.
The Top three stocks are HDFC Bank, Coal India and SBI and account for 14% of its portfolio. Top 5 and 10 stocks of fund account for 20% and 32% of fund’s portfolio respectively.
Top three sectors of HDFC Balanced Advantage Fund - Growth (Adjusted) fund are Others, BFSI and Construction & Infrastructure accounting for 61% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Hybrid - Balanced Advantage it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of HDFC Balanced Advantage Fund - Growth (Adjusted) Fund is Hybrid - Balanced Advantage.
Gopal Agrawal and Srinivasan Ramamurthy manage the HDFC Balanced Advantage Fund - Growth (Adjusted) Fund.
HDFC Balanced Advantage Fund - Growth (Adjusted) current PE ratio is 25.63 and PB ratio is 4.41
The asset allocation of HDFC Balanced Advantage Fund - Growth (Adjusted) is Stocks : 66.83%, Debt : 31.47% and Gold : 1.71%
The minimum SIP amount for HDFC Balanced Advantage Fund - Growth (Adjusted) is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for HDFC Balanced Advantage Fund - Growth (Adjusted) is Nil upto 15% of Units, For excess Units 1% on or before 1 year and Nil after 1 year