HDFC Balanced Advantage Fund (G) which was earlier known as HDFC Prudence Fund is an open-ended balanced scheme leading with an aim to cater periodic returns and capital appreciation. The motive of HDFC Prudence Fund Growth diversifying the investment is to reduce the risk and maintain a regular income and monetary growth.
|Fund Type||Open Ended|
|Benchmark||S&P BSE Sensex TRI|
|Asset Size(Cr)||38405.13 (As on Jan 31, 2019)|
|Fund Manager||Rakesh Vyas , Prashant Jain|
|Min SIP Investment||500|
|Min Addl Investment||1000|
|Exit Load||1 % For 365 Days|
- Returns for less than one year are Absolute, and those for more than one year are Annualised (CAGR).
|Fund Name||Ratings||1 Yr Rtn.||3 Yr Rtn.||5 Yr Rtn.|
|Reliance Balanced Advantage Fund (G)||1.91%||14.87%||13.99%|
|Aditya Birla Sun Life Balanced Advantage Fund (G)||0.56%||12.93%||12.32%|
|Invesco India Dynamic Equity Fund (G)||-1.15%||12.32%||12.1%|
|ICICI Prudential Balanced Advantage Fund (G)||2.51%||11.66%||12.39%|
|Franklin India Dynamic PE Ratio FoF (G)||4.97%||10.76%||11.67%|
|No. of Investment||Amount Invested||Investment Value As on date||Units Purchased||CAGR|
| No. of Investment
|| Amount Invested
|| Investment Value As on date
|| Units Purchased || CAGR
The graph depicts the wealth generated or the historical returns offered by the SIP investments made in the selected time horizon.
|Total Amount Invested||Investment Value As on Date||Total Units Purchased||Abs. Return|
| Total Amount Invested
|| Investment Value As on Date
|| Total Units Purchased || Abs. Return
The graph depicts the wealth generated or the historical returns offered by the lump sum investments made in the selected time horizon.
|Sector||Value(In Cr)||Allocation (%)|
|Holdings||Instrument||Industry||Rating||Market Value||% to NAV|
If you are planning a mutual fund investment, then HDFC Prudence Fund G is a must-have in your investment cart. HDFC Balanced Advantage Fund is an open-ended, equity-oriented hybrid fund which has become the talk of the town due to its power-pack combination of high-yielding capacity and risk cover. It has been serving the Indian mutual fund industry for over 20 years since 1994 - the year when this fund was introduced to the Indian market. Since the date of its establishment until now, it has been a spectacular journey for hdfc prudence fund as it was launched immediately after the economic crisis had hit the nation, which had led to the emergence of many challenges for the new entrants in the market.
Due to its effective investment strategy designed by some of the best fund managers and expert analysts of the market, HDFC Prudence Fund Growth was able to take a bypass from all the budding difficulties in the crisis period and emerge as a solidly balanced fund in the mutual fund industry. Whatever may be your end goal for making an investment, it is always advised to incorporate different category of funds to build a comprehensive and promising portfolio. As far as the balanced category scheme is concerned, adding HDFC Prudence Fund Regular Plan Growth will be a rewarding decision as it bears all the features that a well-lit scheme should possess, in addition to being a part of one of the biggest brand of mutual fund investments in India, HDFC Mutual Fund.
Being a balanced mutual fund, HDFC Balanced Advantage Fund G is loaded with many advantages which give it an edge against its competitors. Let’s have a look at those advantages which are penned down below:
Now that you have discovered all the advantages of investing in HDFC Balanced Advantage Fund G, let’s now trek towards grasping the knowledge about this scheme’s economic dimensions.
Though the mutual fund industry is stuffed with several options every year, there are only a few schemes that survive the turbulence and grab a spot on the top. HDFC Prudence Fund Regular Plan Growth is a proud member of the group of top balanced funds to invest in India. We at MySIPonline, advise all the investors to take advantage of the mutual fund calculator given on our website and invest in this scheme via a SIP plan, to take advantage of its return earning and risk breaking capacity. Since all the funds that are suggested on our website first pass through a tight monitoring test of our experts, we can confidently say that HDFC Prudence Fund Growth is amongst the top performing mutual funds to invest in India.
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