IDFC BALANCE ADVANTAGE FUND REGULAR PLAN-DIVIDEND-REINVESTMENT

3
Dynamic Asset Allocation NAV 12.47 0.4 06 May, 2021
  • 3.73%
  • 18Y 12M
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) 1,622 (As on March 31, 2021)
Min Investment ₹ 5000
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 1000
Exit Load
Expense Ratio 2.12% (As on March, 2021)
Fund Manager Arvind Subramanian, Arpit Kapoor, Sumit Agrawal

Investment Returns (As on 06 May, 2021)

  • 3 Month 18.65%
  • 6 Month 18.65%
  • 1 Year 18.65%
  • 3 Year 4.35%
  • 5 Year 3.73%
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 18.65% 4.35% 3.73%

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