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HDFC Balanced Advantage Fund - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 16.71 | 22.09 | 19.86 | 15.95 |
Average Rolling Returns(%) | 18.00 | 15.16 | 13.26 | 12.72 |
The Current NAV of HDFC Balanced Advantage Fund - Growth is ₹489.72.
You should look for a fund with better more consistent performance track record. Funds returns likely to be fairly different than its benchmark NIFTY 50 , as Funds portfolio is somewhat different.
HDFC Balanced Advantage Fund - Growth fund’s expense ratio is 1.35%
The process for redemption is
The AUM of HDFC Balanced Advantage Fund - Growth is currently ₹95,521 Crores.
The Top three stocks are HDFC Bank, ICICI Bank and SBI and account for 13% of its portfolio. Top 5 and 10 stocks of fund account for 19% and 31% of fund’s portfolio respectively.
Top three sectors of HDFC Balanced Advantage Fund - Growth fund are Others, BFSI and Construction & Infrastructure accounting for 64% 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 29.59 and PB ratio is 5.12
The asset allocation of HDFC Balanced Advantage Fund - Growth is Stocks : 66.10%, Debt : 32.45% and Gold : 1.41%
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