IDFC Balanced Advantage Fund

Plan : Regular | Direct Add to Portfolio Compare
Assets
₹2,979 Cr
Expense
1.93 %
Turnover
283%
Category
Hybrid - Balanc...
Benchmark
NIFTY 50
Underlying Asset Quality
Investment StyleLarge, Green
Different Than Benchmark
63%
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Fund Overview

IDFC Balanced Advantage Fund - Regular Plan - Growth

Launch Date 10 Oct 2014
Benchmark NIFTY 50
Riskometer Very High
Turnover 283%
Type Open ended scheme
Return Since Launch 7.67%
Min. Investment ₹5000.00
Min. Additional investment ₹1000.00
Min. SIP ₹100.00
Min. Cheques 6
Min. Withdrawal ₹500.00
Min. Balance ₹100.00
Exit Load 0.00%
Remark Nil for 10% of investment and for remaining investment 1% on or before 1Y

Investment Objective

The primary objective of the scheme is to seek to generate long term capital appreciation with relatively lower volatility through systematic allocation of funds into equity and equity related instruments; and for defensive purposes in equity derivatives. The secondary objective of the scheme will be to generate income and capital appreciation through investment in Debt & Money Market instruments.

Managers

Fund Manager Sumit Agrawal
Sub Managers Sachin Relekar, Brijesh Shah
Puchho Befikar