IDFC Balanced Advantage Fund (IDCW)

IDFC Balanced Advantage Fund (IDCW)

Moderately HighEquityHybrid
Not Rated
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Scheme Details

2.04%

Expense Ratio

₹2,268 cr

Fund Size

₹5,000

Minimum Lumpsum

₹100

Minimum SIP

Performance

1y
3y
5y
All
Annualized Returns
16.44%
8.66%
11.16%
8.68%
Benchmark Returns
-
-
-
-
Rank Within Category
-
-
-
-

Peer Comparison

Fund Name
IDFC Balanced Advantage Fund (IDCW)
16.44%
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
Sundaram Emerging Small Cap Series V - Dir (G)
8.3%

Holdings

Holdings
Sector Wise
GSEC
14.18%
Reliance Industr
7.75%
Infosys
5.72%
ICICI Bank
5.18%
HDFC Bank
4.63%

Fund Manager

A
Arpit Kapoor
S
Sumit Agrawal
A
Arvind Subramanian