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IDFC BALANCED ADVANTAGE FUND REGULAR PLAN IDCW PAYOUT

14.16
0.02 as on 19-Apr-2024
HYBRID | DYNAMIC ASSET ALLOCATION

NA

1 YEAR RETURNS

9.13

3 YEAR RETURNS

7.26

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
EDELWEISS BALANCED ADVANTAGE FUND-REGULAR PLAN MONTHLY IDCW PAYOUT 5 22.13 24.65 13.02 13.97 Buy
EDELWEISS BALANCED ADVANTAGE FUND - QUARTERLY IDCW PAYOUT 5 20.36 24.65 13.02 13.97 Buy
ADITYA BIRLA SUN LIFE BALANCED ADVANTAGE FUND - IDCW PAYOUT 5 25.15 20.28 11.55 11.4 Buy
ADITYA BIRLA SUN LIFE BALANCED ADVANTAGE FUND - IDCW PAYOUT 5 25.15 20.28 11.55 11.4 Buy
DSP DYNAMIC ASSET ALLOCATION FUND - REGULAR PLAN - IDCW MONTHLY PAYOUT 5 13.1 19.6 8.89 9.61 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