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HDFC BALANCED ADVANTAGE FUND - REGULAR PLAN - IDCW PAYOUT

40.88
-0.14 as on 23-Jul-2024
HYBRID | DYNAMIC ASSET ALLOCATION

41.47

1 YEAR RETURNS

23.2

3 YEAR RETURNS

19.11

5 YEAR RETURNS

5 / 5

FundExpert Rating
Buy


100.0

Minimum Investment

100.0

Minimum SIP Investment

100.0

Additional Purchase

Option Type

Three Year NAV

Peer Comparison

Peer Mutual Fund Fundexpert Rating Current Nav 1yr Return 3yr Return 5yr Return
HDFC BALANCED ADVANTAGE FUND - REGULAR PLAN - IDCW PAYOUT 5 40.88 41.47 23.2 19.11 Buy
ICICI PRUDENTIAL BALANCED ADVANTAGE FUND - IDCW PAYOUT 4 19.04 22.02 13.18 13.25 Buy
EDELWEISS BALANCED ADVANTAGE FUND-REGULAR PLAN MONTHLY IDCW PAYOUT 4 23.48 25.35 13.15 15.13 Buy
EDELWEISS BALANCED ADVANTAGE FUND - QUARTERLY IDCW PAYOUT 4 21.84 25.35 13.15 15.13 Buy
ICICI PRUDENTIAL BALANCED ADVANTAGE FUND - IDCW PAYOUT 4 19.04 22.02 13.18 13.25 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