HDFC Balanced Advantage Fund (IDCW)

HDFC Balanced Advantage Fund (IDCW)

Very HighEquityHybrid
Not Rated
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Scheme Details

1.87%

Expense Ratio

₹94,866 cr

Fund Size

₹5,000

Minimum Lumpsum

₹300

Minimum SIP

Performance

1y
3y
5y
All
Annualized Returns
25.25%
21.01%
19.47%
17.19%
Benchmark Returns
-
-
-
-
Rank Within Category
-
-
-
-

Peer Comparison

Fund Name
HDFC Balanced Advantage Fund (IDCW)
25.25%
S
Sundaram Emerging Small Cap Series III - Dir (G)
16.36%
S
Sundaram Emerging Small Cap Series II - Dir (G)
4.82%
S
Sundaram Emerging Small Cap Series IV - Dir (G)
13.03%
S
SBI PSU Fund - Direct (G)
54.05%

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