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HDFC BALANCE ADVANTAGE FUND - REGULAR PLAN - GROWTH

229.56
0.77 as on 14-Jan-2021
HYBRID | DYNAMIC ASSET ALLOCATION

12.25

1 YEAR RETURNS

5.22

3 YEAR RETURNS

11.69

5 YEAR RETURNS

2 / 5

FundExpert Rating
Buy


200000.0

Minimum Investment

200000.0

Minimum SIP Investment

200000.0

Additional Purchase

Option Type

Three Year NAV

Peer Comparison

Peer Mutual Fund Fundexpert Rating Current Nav 1yr Return 3yr Return 5yr Return
DSP DYNAMIC ASSET ALLOCATION FUND - REGULAR - GROWTH 5 18.44 13.17 8.61 9.69 Buy
ADITYA BIRLA SUN LIFE BALANCED ADVANTAGE FUND - GROWTH OPTION 5 65.17 15.49 8.19 12.12 Buy
EDELWEISS BALANCED ADVANTAGE FUND - GROWTH OPTION 5 31.26 25.49 11.21 11.68 Buy
AXIS DYNAMIC EQUITY FUND REGULAR PLAN GROWTH 4 12.69 10.64 6.6 NA Buy
IDFC DYNAMIC EQUITY FUND REGULAR PLAN-GROWTH 4 16.11 12.97 7.58 9.16 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