IDFC BALANCE ADVANTAGE FUND REGULAR PLAN-DIVIDEND-REINVESTMENT

3
Dynamic Asset Allocation NAV 13.70 0.36 23 September, 2021
  • 4.91%
  • 14Y 6M
IDFC BALANCE ADVANTAGE FUND REGULAR PLAN-DIVIDEND-REINVESTMENT was previously known as

IDFC DYNAMIC EQUITY FUND REGULAR PLAN-DIVIDEND-REINVESTMENT

Fund Details

Category Dynamic Asset Allocation
Fund Type
Investment Plan Dividend
Launch Date 10 October, 2014
Benchmark CRISIL Hybrid 35+65 Aggressive
Asset Size(Cr) 2,473 (As on Aug 31, 2021)
Min Investment ₹ 5000
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 1000
Exit Load
Expense Ratio 2.17% (As on Aug 2021)
Fund Manager Arvind Subramanian, Arpit Kapoor, Sumit Agrawal

Investment Returns (As on 23 Sep, 2021)

  • 3 Month 30.35%
  • 6 Month 30.35%
  • 1 Year 30.35%
  • 3 Year 7.96%
  • 5 Year 4.91%
Graph
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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
IDFC BALANCE ADVANTAGE FUND REGULAR PLAN-DIVIDEND-REINVESTMENT 30.35% 7.96% 4.91%

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