Hybrid Dynamic Asset Allocation or Balanced Advantage Growth
HDFC Balanced Advantage Fund Growth Plan Direct Plan

HDFC Balanced Advantage Fund Growth Plan Direct Plan

4
30.84% Fund 3 Year return
NAV on Sep 29 2023₹410.69
1D Returns 0.31%
Launched in January 2013 (Age - 10 years)
₹100
Minimum SIP investment
₹100
Minimum one time investment
Lock-in: Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

Monthly Investment
₹5,000
Expected Return (Yearly)
30 %
1%30%
Time Period
5 Y
1Y30Y
When you invest ₹0 and hold it for undefined years

Your Investment

₹0

Gain

undefined%

₹0

Total Value
₹0

Basic Information

Asset Under Management

₹61,598.75 Cr.

%

Expense Ratio

0.84% (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

Withdrawal within 1 year

Exit load + 15% tax on gains

Withdrawal after 1 year

10% tax on gains over ₹1 Lakh per financial year

Risk Involved

Your principal will be at

Very High risk

Ratings

arq rating background arq rating icon
4

Ratings By Other Agencies

Value Research
Value Research
3
Crisil
Crisil
0
Morning Star
Morning Star
0

Fund Manager

PJ

Prashant Jain

Fund Manager since Jun 2018

Fund Holdings

Top Holding
Allocation
HDFC Bank
6.67%
GSEC2027
4.45%
ICICI Bank
4.28%
Coal India
3.67%
St Bk of India
3.66%
Others
77.27%