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IDFC BALANCED ADVANTAGE FUND DIRECT PLAN IDCW REINVESTMENT

16.88
-0.04 as on 19-Jun-2024
HYBRID | DYNAMIC ASSET ALLOCATION

NA

1 YEAR RETURNS

10.67

3 YEAR RETURNS

8.79

5 YEAR RETURNS

4 / 5

FundExpert Rating
Buy


1000.0

Minimum Investment

100.0

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
HDFC BALANCED ADVANTAGE FUND - REGULAR PLAN - IDCW REINVESTMENT 5 40.1 41.47 23.2 19.11 Buy
HDFC BALANCED ADVANTAGE FUND - REGULAR PLAN - IDCW REINVESTMENT 5 40.1 41.47 23.2 19.11 Buy
EDELWEISS BALANCED ADVANTAGE FUND-REGULAR PLAN MONTHLY IDCW REINVESTMENT 4 23.12 25.35 13.15 15.13 Buy
ICICI PRUDENTIAL BALANCED ADVANTAGE FUND - IDCW REINVESTMENT 4 18.6 22.02 13.18 13.25 Buy
EDELWEISS BALANCED ADVANTAGE FUND -QUARTERLY IDCW REINVESTMENT 4 21.56 25.35 13.15 15.13 Buy

Fund Portfolio

Top 5 Holdings

S. No Company Net Assets
1 HDFC Bank Ltd 6.53
2 ICICI Bank Ltd 5.29
3 Reliance Industries Ltd 5.29
4 Reliance Industries Ltd 4.92
5 Axis Bank Ltd 3.75

Top 5 Sectors

S. no Sector Name Net Assets
1 Banks 12.59
2 Banks - Private Sector 10.56
3 Refineries 10.21
4 Finance & Investments 6.48
5 Miscellaneous 6.46