HDFC Balanced Advantage Fund - IDCW Dividend Reinvest

HDFC Balanced Advantage Fund - IDCW Dividend Reinvest is a scheme launched by Mutual Fund on September 11, 2000, and falls under the Dynamic Asset Allocation fund category. It currently manages an AUM of Rs 1,01,079.6 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 100. It charges an expense ratio of 1.35% for managing the portfolio.

• Investing Strategy:

  To provide long term capital appreciation / income from a dynamic mix of equity and debt investments.

• Performance:

  HDFC Balanced Advantage Fund - IDCW Dividend Reinvest trailing returns over different times are -6.01% (1 year), 8.56% (3 year) and 12.41% (5 year). The average annual return of this fund stands at -1.63%.