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HDFC BALANCE ADVANTAGE FUND - REGULAR PLAN - GROWTH

160.5
2.03 as on 29-May-2020
HYBRID | DYNAMIC ASSET ALLOCATION

-23.26

1 YEAR RETURNS

-3.58

3 YEAR RETURNS

2.87

5 YEAR RETURNS

3 / 5

FundExpert Rating
Buy


5000.0

Minimum Investment

500.0

Minimum SIP Investment

1000.0

Additional Purchase

Three Year NAV

Peer Comparison

Peer Mutual Fund Fundexpert Rating Current Nav 1yr Return 3yr Return 5yr Return
ICICI PRUDENTIAL BALANCED ADVANTAGE FUND - GROWTH 5 33.47 -7.93 2.62 5.43 Buy
INVESCO INDIA DYNAMIC EQUITY FUND-GROWTH 4 26.95 -8.35 1.17 4.62 Buy
SBI DYNAMIC ASSET ALLOCATION FUND - REGULAR PLAN - GROWTH 4 12.1 -9.91 0.48 4.04 Buy
HDFC BALANCE ADVANTAGE FUND - REGULAR PLAN - GROWTH 3 160.5 -23.26 -3.58 2.87 Buy
DSP DYNAMIC ASSET ALLOCATION FUND - REGULAR - GROWTH 3 15.1 -1.55 2.76 5.39 Buy

Fund Portfolio

Top 5 Holdings

S. No Company Net Assets
1 ICICI Bank Ltd 9.09
2 State Bank of India 8.85
3 Larsen & Toubro Ltd 7.08
4 Reliance Industries Ltd 6.15
5 Infosys Ltd 5.91

Top 5 Sectors

S. no Sector Name Net Assets
1 Banks - Public Sector 18.86
2 Banks - Private Sector 14.03
3 Refineries 10.29
4 Power Generation And Supply 7.89
5 Computers - Software - Large 7.63