HDFC Balanced Advantage Fund - IDCW Payout HDFC Balanced Advantage Fund - IDCW Payout

HDFC Balanced Advantage Fund - Investment Information

  • ₹41.02 (0.09%)

    Current NAV 22-07-2024

  • 39.91%

    1Y Returns

  • Min. SIP ₹100

    Min. Investment ₹100

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Investment Objective

The scheme is aimed at generating long-term capital appreciation by investing 80-100 per cent of its assets in equity and equity-related instruments. Exposure to debt and money market instruments would be around 20 % of the corpus. Relatively high exposure to sectors and companies that are doing well or are expected to do well; avoiding significant exposure to cyclicals.

Basic Details

Key Information About Investing Details.

Investment Details

Check the Fund’s General Information

  • Fund size73348.57 Cr.
  • Min. Investment₹ 100
  • Min. Sip Inv.₹ 100
  • Min. Addl Inv.₹ 100
  • Expense Ratio1.42%
  • Turn over21.38%
  • Exit LoadFor units in excess of 15% of the investment, 1% will be charged for redemption within 1 year.

Fund Managers

Details of Managers and their Experience

Anil Bamboli-manager-image
Anil Bamboli

Fund Manage : 12

Total AUM. : ₹135,442 Cr.

Dhruv Muchhal-manager-image
Dhruv Muchhal

Fund Manage : 40

Total AUM. : ₹520,687 Cr.

Arun Agarwal-manager-image
Arun Agarwal

Fund Manage : 14

Total AUM. : ₹110,478 Cr.

Nirman Morakhia-manager-image
Nirman Morakhia

Fund Manage : 17

Total AUM. : ₹0 Cr.

Gopal Agrawal-manager-image
Gopal Agrawal

Fund Manage : 5

Total AUM. : ₹110,269 Cr.

Srinivasan Ramamurthy-manager-image
Srinivasan Ramamurthy

Fund Manage : 9

Total AUM. : ₹90,947 Cr.

AMC Office Information

Registered Office of Mutual Fund Company

  • AMCHDFC Mutual Fund
  • Office No 022-6631 6333
  • Website
  • Address“HDFC House”, 2nd Floor, H.T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate, Mumbai 400020
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  • Conservative investment styleConservative

Frequently Asked Questions

What is a mutual fund?

In simple words, a fund is an investor’s safety deposit much like in earlier times when people used to store their savings into a bag of rice, in today’s times that bag has come with a new name that is the Mutual Fund.

What are the benefits of investing in funds?

Investing allows us with an opportunity to earn higher returns on our investment with minimal risks. It grows the capital invested in the long-term and provides a systematic way to secure one’s future.

Do mutual funds generate income?

Investing in funds is a great way to build capital. Long-term investments have proven to be a successful tool to create generational wealth. Deep analysis of the market and risk tolerance can help investors to earn good returns and generate income as well.

How many types of mutual funds are there?

There are several types of funds such as: • Equity funds, primary investment in stocks and equity shares. Subcategories include large-cap, mid-cap, small-cap funds. • Debt funds • Money market funds • Hybrid funds • Specialized funds

Who gets your money in mutual funds?

The income generated on the funds is the interest gained on the invested amount which is fairly distributed among the investors.

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