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IDFC BALANCED ADVANTAGE FUND REGULAR PLAN - GROWTH

23.75
0.01 as on 11-Oct-2024
HYBRID | DYNAMIC ASSET ALLOCATION

19.43

1 YEAR RETURNS

9.92

3 YEAR RETURNS

10.92

5 YEAR RETURNS

4 / 5

FundExpert Rating
Buy


1000.0

Minimum Investment

100.0

Minimum SIP Investment

1000.0

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 - GROWTH 5 508.18 41.47 23.2 19.11 Buy
BARODA BNP PARIBAS BALANCED ADVANTAGE FUND - REGULAR GROWTH 4 23.7 26.73 14.73 16.22 Buy
SUNDARAM BALANCED ADVANTAGE FUND - REGULAR PLAN GROWTH 4 34.85 21.02 11.37 13.02 Buy
TATA BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH 4 20.25 21.59 12.7 13.26 Buy
SBI BALANCED ADVANTAGE FUND - REGULAR PLAN - GROWTH 4 14.85 24.72 NA NA 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