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HYBRID•DYNAMIC ASSET ALLOCATION OR BALANCED ADVANTAGE

HDFC Balanced Advantage Fund IDCW Plan Direct Plan Reinvestment

3 Year return

17.57%
45.447
1D Returns
-0.12%
Launched on (0 years)

Investment Details

N/A
Minimum SIP Amount
SIP not allowed
N/A
Minimum one time investment
Lumpsum not allowed
Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

₹
Your Investment₹3,600
Gain
32.36%₹1,165
Total Value ₹4,765

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹106,493.55 Cr.
Expense Ratio
N/A
Exit Load
No exit load

Ratings

ARQ Rating

Ratings by other agencies

Value Research
0
Crisil
0
Morning Star
0

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
HDFC Balanced Advantage Fund17.8033%
4
Baroda BNP Paribas Balanced Advantage Fund14.4%
3
ICICI Prudential Balanced Advantage Fund13.858%
5

About HDFC Balanced Advantage Fund IDCW Plan Direct Plan Reinvestment

The HDFC Balanced Advantage Fund IDCW Plan Direct Plan Reinvestment 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 anytime. The expense ratio of the HDFC Balanced Advantage Fund IDCW Plan Direct Plan Reinvestment 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 that are 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. The HDFC Balanced Advantage Fund IDCW Plan Direct Plan Reinvestment seeks to provide long-term capital appreciation from a dynamic mix of equity and debt securities.

Key Features of The Fund

5-year return
19.9804%
Expense Ratio
undefined%
Fund Manager
N/A
Fund Size
₹106493.55 Cr.
Risk Profile
Very High

Is This Scheme Right for Me?

The fund is suitable for investors who are 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 reinvest their dividends to grow their investment corpus over time. It is important to remember that all investments carry some risk, and investors may lose money. You should consult your financial advisor to understand the suitability of the HDFC Balanced Advantage Fund IDCW Plan Direct Plan Reinvestment before investing.

Choose the SIP Amount That Suits You the Best

Not sure how much to invest with your SIP? Don't sweat it! Angel One's SIP calculator is here to help. Just enter your goals and timeframe, and we'll show you a range of possible investment amounts that could get you there. No more guesswork - find the perfect SIP amount that fits your budget and puts you on the path to financial success. Get started with your SIP calculator today and watch your dreams take flight!

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 null on December 11, 2025, is ₹45.447
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 null, is ₹106493.55 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 null is undefined%
The null 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 null is ₹undefined.
  1. Make sure you are logged in to Angel One.
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  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.
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  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
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  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
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  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

₹
₹4,765 in 3Y at 17.5739% returns
SIP Date1st of every month

Your next SIP Payment will be on 11 January 2026

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