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HYBRID•DYNAMIC ASSET ALLOCATION OR BALANCED ADVANTAGE

HDFC Balanced Advantage Fund

3 Year return

18.95%
NAV on December 23, 2025
578.738
1D Returns
+2.78%
Launched on January 2013(12 years)

Investment Details

₹100
Minimum SIP Amount
₹100
Minimum one time investment
Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

₹
Your Investment₹3,600
Gain
35.39%₹1,274
Total Value ₹4,874

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹107,971.2 Cr.
Expense Ratio
0.73% (inclusive of GST)
Exit Load
1.00% - If Units are redeemed / switched-out within 1 years from the date of allotment. Nil - If Units are redeemed / switched-out after 1 years from the date of allotment.

Ratings

ARQ Rating
4

Ratings by other agencies

Value Research
3
Crisil
0
Morning Star
0

Tax Implications

Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year

HDFC Mutual Fund Manager

AB

Anil Bamboli

Fund Manager since Feb 2004

AA

Arun Agarwal

Fund Manager since Feb 2023

DM

Dhruv Muchhal

Fund Manager since Jun 2023

GA

Gopal Agrawal

Fund Manager since Jul 2022

NM

Nandita Menezes

Fund Manager since Mar 2025

SR

Srinivasan Ramamurthy

Fund Manager since Jul 2022

Fund House Details

HDFC Mutual Fund

HDFC Mutual Fund

Asset management company

AUM
₹8,93,027.76 Cr.
No. of Schemes
182
Setup Date
July 2000

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
Baroda BNP Paribas Balanced Advantage Fund15.7229%
3
ICICI Prudential Balanced Advantage Fund14.5166%
5
Edelweiss Balanced Advantage Fund14.2365%
5

Schemes by HDFC Mutual Fund

List of mutual fund schemes by AMC

About HDFC Balanced Advantage Fund Growth Plan Direct Plan

HDFC Balanced Advantage Fund Growth Plan Direct Plan is offered by HDFC Mutual Fund. It is a hybrid mutual fund that invests in a mix of equity and debt securities. The fund's asset allocation is dynamic, which means that the fund manager can adjust the mix of equity and debt securities based on their view of the market. This gives the fund the potential to generate returns higher than pure debt funds while also reducing the risk.

Investment Objective of The Scheme

HDFC Balanced Advantage Fund Growth Plan Direct Plan aims to provide long-term capital appreciation/income by investing in a dynamic mix of equity and debt investments.

Key Features of The Fund

5-year return
21.2207%
Expense Ratio
0.73%
Fund Manager
Anil Bamboli
Fund Size
₹107971.2 Cr.
Risk Profile
Very High

Is This Scheme Right for Me?

You can consider the HDFC Balanced Advantage Fund Growth Plan Direct Plan if you are looking for a moderate-risk investment and want to earn handsome returns over the long term. The fund's dynamic asset allocation strategy helps to reduce risk and volatility, while the focus on equity investments provides the potential for growth.

AMC Contact Details

NameHDFC Mutual Fund
Launch DateJuly 2000
Address"HDFC House", 2nd Floor, H. T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate, Mumbai - 400020
Contact1800 3010 67671800 419 7676
Emailhello@hdfcfund.com
Websitehttps://www.hdfcfund.com/
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

SIP or Lump Sum? We Can Help You Decide!

Simplify the decision-making process between SIP and lump sum investments using our user-friendly systematic investment plan calculator. Armed with accurate insights, effortlessly make informed decisions to maximise your returns. By optimising your investment strategy, you can effectively leverage your funds for optimal gains, setting the stage for financial success.

FAQs

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of HDFC Balanced Advantage Fund on December 23, 2025, is ₹578.738
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of HDFC Balanced Advantage Fund, is ₹107971.2 crore.
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of HDFC Balanced Advantage Fund is 0.73%
The HDFC Balanced Advantage Fund was launched on January 01, 2013. The fund has delivered a CAGR of undefined since inception.
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for HDFC Balanced Advantage Fund is ₹100.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹4,874 in 3Y at 18.9455% returns
SIP Date1st of every month

Your next SIP Payment will be on 23 January 2026

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