IDFC BALANCE ADVANTAGE FUND (G)

3
Dynamic Asset Allocation NAV 18.22 -0.27 17 September, 2021
  • 10.2%
  • 7Y 2M
IDFC BALANCE ADVANTAGE FUND (G) was previously known as

IDFC Dynamic Equity Fund (G)

Fund Details

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

Investment Returns (As on 17 Sep, 2021)

  • 3 Month 7.34%
  • 6 Month 11.88%
  • 1 Year 23.11%
  • 3 Year 11.27%
  • 5 Year 10.2%
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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 (G) 23.11% 11.27% 10.2%

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