3 Year return
22.82%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹95391.46 Cr.
Expense Ratio
0.72% (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.
Tax Implications
Tax on gains as per your income tax bracket
Fund Holdings
HDFC Mutual Fund Managers
PJ
Prashant Jain
Fund Manager since Jan 2002
Fund House Details
HDFC Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
HDFC Balanced Advantage Fund |
23.48% |
4 |
Baroda BNP Paribas Balanced Advantage Fund |
15.68% |
3 |
Edelweiss Balanced Advantage Fund |
14.55% |
5 |
Schemes by HDFC Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Arbitrage Fund
HDFC Arbitrage Fund Wholesale IDCW Direct Plan Payout
Hybrid . Arbitrage Fund
HDFC Arbitrage Fund Wholesale Growth Direct Plan
Hybrid . Arbitrage Fund
HDFC Arbitrage Fund Quarterly IDCW Direct Plan Reinvestment
Hybrid . Arbitrage Fund
HDFC Arbitrage Fund Growth Direct Plan
Hybrid . Arbitrage Fund
HDFC Arbitrage Fund Wholesale Monthly IDCW Direct Plan Payout
About HDFC Balanced Advantage Fund IDCW Plan Direct Plan Payout
The HDFC Balanced Advantage Fund IDCW Plan Direct Plan Payout is a balanced fund managed by HDFC Mutual Fund. This fund invests in a mix of equity and debt instruments. It is an open-ended fund, which means that you can buy and sell units of the fund at any time. The expense ratio of the HDFC Balanced Advantage Fund IDCW Plan Direct Plan Payout is lower than the category average. This means that you will pay less in fees for investing in this fund.
Investment Objectives of the Scheme
The fund's investment objective is to generate returns higher than the returns from a typical debt fund in a falling market and higher than the returns from a typical equity fund in a rising market.
Key Features of The Fund
5-year return | 22.14% |
Expense Ratio | 0.72% |
Fund Manager | Prashant Jain |
Fund Size | ₹95391.46 Cr |
Risk Profile | Very High |
Is This Scheme Right for Me?
This fund is suitable for investors looking for a balanced approach to investing and who want to participate in the growth of the equity markets without taking on too much risk. The fund is also suitable for investors who want to generate regular income from their investments. This fund is for investors who have a long-term investment horizon. The fund's performance may be volatile in the short term, but it is expected to generate good returns over the long term. It is important to remember that all investments carry some risk, and investors may lose money.
AMC Contact Details
Name | HDFC Mutual Fund |
Launch Date | July 2000 |
Addresss | "HDFC House", 2nd Floor, H. T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate, Mumbai - 400020 |
Contact | 1800 3010 6767 1800 419 7676 |
hello@hdfcfund.com | |
Website | https://www.hdfcfund.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
Make Use of SIPs for Harnessing the Power of Compounding
FAQs
What is today's NAV of HDFC Balanced Advantage Fund IDCW Plan Direct Plan Payout?
What is the AUM of HDFC Balanced Advantage Fund IDCW Plan Direct Plan Payout?
What is the expense ratio of HDFC Balanced Advantage Fund IDCW Plan Direct Plan Payout?
What are the returns of HDFC Balanced Advantage Fund IDCW Plan Direct Plan Payout since inception?
What is the minimum SIP amount to invest in HDFC Balanced Advantage Fund IDCW Plan Direct Plan Payout?
How do I invest in HDFC Balanced Advantage Fund IDCW Plan Direct Plan Payout?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- 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.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in HDFC Balanced Advantage Fund IDCW Plan Direct Plan Payout?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in HDFC Balanced Advantage Fund IDCW Plan Direct Plan Payout?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in HDFC Balanced Advantage Fund IDCW Plan Direct Plan Payout?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.