HDFC Balanced Advantage Fund - Growth Plan HDFC Balanced Advantage Fund - Growth Plan

HDFC Balanced Advantage Fund - Growth Plan

  • Current NAV

    ₹472.73 1.054%

    17-05-2024
  • Annual Returns

    40.06%

  • Min. SIP ₹100

    Min. Investment ₹100

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Calculate SIP Returns of HDFC Balanced Advantage Fund - Growth Plan

Monthly SIP Target Amount

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Net Profit ₹ 5,000

+

Invested Amt. ₹ 10,000

=

Total Wealth ₹ 15,000

If you start a SIP of Rs 1000 per month from now, your net wealth at retirement will be

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Investment Returns

This Fund Category Avg. Benchmark
1W 2.44% 1.65% 1.89%
1M 3.64% 2% 1.64%
3M 4.43% 3.25% 2.15%
6M 19.89% 12.87% 14.29%
1Y 40.06% 24.09% 24.92%
2Y 29.46% 16.02% 18.96%
3Y 24.35% 12.33% 16.01%
5Y 19.57% 12.19% 15.9%
ALL 18.58% 12.05% 14.05%

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Risk scale

Very High

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Fund Managers

Anil Bamboli
Anil Bamboli

Fund Manage - 12

Total AUM. - 135442Cr.

Dhruv Muchhal
Dhruv Muchhal

Fund Manage - 40

Total AUM. - 520687Cr.

Arun Agarwal
Arun Agarwal

Fund Manage - 14

Total AUM. - 110478Cr.

Nirman Morakhia
Nirman Morakhia

Fund Manage - 17

Total AUM. - 0Cr.

Gopal Agrawal
Gopal Agrawal

Fund Manage - 5

Total AUM. - 110269Cr.

Srinivasan Ramamurthy
Srinivasan Ramamurthy

Fund Manage - 9

Total AUM. - 90947Cr.

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Portfolio Analysis

Equity45.56% Debt23.81% Others15.81%

Market Cap

Top 5 Sectors

Financial

Energy

Materials

Healthcare

Automobile

Top 5 Companies

HDFC Bank Ltd.

Coal India Ltd.

State Bank of India

ICICI Bank Ltd.

NTPC Ltd.

Market Cap

Top 5 Sectors

Sovereign

Financial

Communication

Energy

Materials

Top 5 Companies

7.38% GOI 20/06/2027

7.18% GOI 14/08/2033

7.1% GOI 18/04/2029

4.45% GOI 30/10/2034

7.18% GOI 24/07/2037

Market Cap

Top 5 Sectors

Others

Top 5 Companies

Others

Others

Others

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Alternative Fund Category Peer View

3M 6M 1Yr 3Yr 5Yr

Fund Name Returns

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More Funds From HDFC Mutual Fund

Scheme Name 1M 3M 6M 1Y 5Y
HDFC Infrastructure Fund - Growth Plan 5.1% 8.15% 32.16% 79.87% 22.86%
HDFC NIFTY Smallcap 250 Index Fund - Regular (G) 3.92% 4.27% 21.09% 60.85% 0%
HDFC Mid-Cap Opportunities Fund - Growth Plan 4.93% 5.6% 21.82% 56.43% 26.21%
HDFC NIFTY Midcap 150 Index Fund - Regular (G) 5.31% 6.26% 23.01% 55.34% 0%
HDFC Nifty 100 Equal Weight Index Fund - Growth Option 4.49% 7.17% 28.9% 48.76% 0%
HDFC Large and Mid Cap Fund - Growth Option 4.17% 5.07% 21.44% 47.74% 22.67%
HDFC Multi Cap Fund - Growth Option 4.85% 4.95% 20.42% 47.66% 0%
HDFC ELSS Tax saver Fund - Growth Plan 4.65% 5.79% 24.27% 45.78% 19.13%
HDFC Dividend Yield Fund - Growth Plan 2.67% 3.64% 20.9% 44.64% 0%
See More About HDFC Mutual Fund

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3Y Returns34.8%

AUM 43816Cr.

VS

Quant Small Cap Fund-Growth

Returns33.9%

AUM 13002Cr.

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Bandhan Small Cap Fund - Regular Plan - Growth

3Y Returns29.86%

AUM 3880Cr.

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Quant Small Cap Fund-Growth

Returns33.9%

AUM 13002Cr.

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SBI Small Cap Fund - Regular Plan - Growth

3Y Returns24.2%

AUM 23717Cr.

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Canara Robeco Small Cap Fund - Regular Plan - Growth Option

Returns27.67%

AUM 7821Cr.

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ICICI Prudential Infrastructure Fund - Growth

3Y Returns39.87%

AUM 3693Cr.

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HDFC Infrastructure Fund - Growth Plan

Returns38.98%

AUM 1311Cr.

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Suitability

This fund is suitable for those investors
  • Suitability Purpose of this fundPurpose
  • Ideal for a wide range of investors seeking investment opportunities from short to long periods, offering a versatile approach to wealth accumulation
  • Suitability Strategy of this fundStrategy
  • Utilizes a combination of equity and debt investments, dynamically adjusting the mix to respond to market conditions, aiming to optimize returns while minimizing risk.
  • Suitability Duration of this fundDuration
  • A recommended minimum investment period of 1-3 years allows investors to benefit from both the growth potential of equities and the stability of fixed-income securities through various market phases.
  • Suitability Risk Tolerance of this fundRisk Tolerance
  • Anticipates low volatility due to the diversified blend of equities and fixed-income securities, with the fund
  • Suitability Returns Expectation of this fundReturns Expectation
  • Targets a balanced compounded annual growth rate (CAGR) of 10-15%, offering a harmonious blend of stability and growth potential.

Frequently Asked Questions

What is the current NAV of HDFC Balanced Advantage Fund - Growth Plan?

Net asset value is the per unit price of the mutual fund. The NAV of funds changes every day. The latest NAV of HDFC Balanced Advantage Fund - Growth Plan as of 17-05-2024 is 472.731.

What is the expense ratio of HDFC Balanced Advantage Fund - Growth Plan?

The expense ratio of a mutual fund means the charges that you pay to the mutual fund company for managing your investments in the fund. This fund has an expense ratio of 1.37%.

What is the benchmark of HDFC Balanced Advantage Fund - Growth Plan?

HDFC performance is primarily benchmarked against the NIFTY 500 TRI with NIFTY 50 TRI serving as an addition.

What is the AUM or size of HDFC Balanced Advantage Fund - Growth Plan?

AUM or asset under management is the total value of the assets held by a mutual fund scheme. A fund with a high AUM means a lot of money has been invested in it. The AUM of HDFC Balanced Advantage Fund - Growth Plan is Rs 73348.57 Crs.

Is HDFC Balanced Advantage Fund - Growth Plan a safe fund to invest?

Every fund has different types of risk which are mentioned in the risko-meter. The investors are advised to understand their risk tolerance and decide which type of fund they can invest in.

Should I invest in HDFC Balanced Advantage Fund - Growth Plan?

This fund has a consistency rating of which indicates that the fund has generated average returns. However, whatever returns that the fund delivers, it does so with exceptional consistency. You can consider this fund if the predictability of returns is what you are looking for.

What are the top 5 holdings of HDFC Balanced Advantage Fund - Growth Plan?

The fund's top 5 holdings are in Bajaj holdings and investment Financial, Energy, Materials, Healthcare, Automobile.

How to start online SIP in HDFC Balanced Advantage Fund - Growth Plans?

MySIPonline is a dedicated platform to start online SIP or mutual funds in any scheme of mutual funds. Firstly, the investor needs to complete KYC details, choose the best fund, add it to the cart, and make the payment through UPI, net banking, or debit card available on our site.

How can I redeem my investments in HDFC Balanced Advantage Fund - Growth Plan?

Redeeming your investments in HDFC Balanced Advantage Fund - Growth Plan is super easy.
• If you have invested this fund via MySIPonline, just log into the app, go to the investment section, and place your redemption request.
• If you have invested this fund from elsewhere, go to the fund house website and place your redemption request from there.

Is there any brokerage/advisory fees on Mutual Fund SIP transactions?

At MySIPonline, we do not charge any fees related to brokerage & advisory part. That makes us more accessible and cost-effective for a broader range of investors.

Who manages this fund, and what is their expertise?

Anil Bamboli, Gopal Agrawal, Arun Agarwal, Srinivasan Ramamurthy, Nirman Morakhia, Dhruv Muchhal, with an extensive experience of 15 years while managing equity & related investments. He is focused on picking quality companies and holds them for a long duration to generate good compounding returns in their funds.

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