HDFC Balanced Advantage Fund - Direct (IDCW)

HDFC Balanced Advantage Fund - Direct (IDCW)

Very HighEquityHybrid
Not Rated
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Scheme Details

0.97%

Expense Ratio

₹94,866 cr

Fund Size

₹5,000

Minimum Lumpsum

₹300

Minimum SIP

Performance

1y
3y
5y
All
Annualized Returns
24.11%
23.31%
21.2%
15.42%
Benchmark Returns
-
-
-
-
Rank Within Category
-
-
-
-

Peer Comparison

Fund Name
HDFC Balanced Advantage Fund - Direct (IDCW)
24.11%
S
Sundaram Emerging Small Cap Series III - Dir (G)
16.36%
S
Sundaram Emerging Small Cap Series II - Dir (G)
4.82%
S
SBI PSU Fund - Direct (G)
48.18%
A
Aditya Birla SL PSU Equity Fund - Direct (G)
38.32%

Holdings

Holdings
Sector Wise
St Bk of India
10.31%
TREPS
7.56%
Coal India
5.31%
ICICI Bank
5.3%
NTPC
5.09%

Fund Manager

P
Prashant Jain