FAQ : HDFC Balanced Advantage Fund - Growth

HDFC Balanced Advantage Fund - Growth 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 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 fund’s expense ratio is 1.40%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of HDFC Balanced Advantage Fund - Growth 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 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 Fund is Hybrid - Balanced Advantage.

Gopal Agrawal and Srinivasan Ramamurthy manage the HDFC Balanced Advantage Fund - Growth Fund.

HDFC Balanced Advantage Fund - Growth current PE ratio is 25.63 and PB ratio is 4.41

The asset allocation of HDFC Balanced Advantage Fund - Growth is Stocks : 66.83%, Debt : 31.47% and Gold : 1.71%

The minimum SIP amount for HDFC Balanced Advantage Fund - Growth is ₹100.00 and minimum lumpsum is ₹100.00

The exit load for HDFC Balanced Advantage Fund - Growth is Nil upto 15% of Units, For excess Units 1% on or before 1 year and Nil after 1 year

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