PJ
Prashant JainFund Manager Since 20 Jun 2003
AllocationDynamic Asset Allocation
HDFC Balanced Advantage Fund Direct Plan Growth Option
3Y Annualised
15.05%
0.00% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-8.41%
0.00% 1D
Benchmark
Nifty 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
4 years 11 months
NIFTY 50
7 years
FD
9 years 7 months
Fund info
Fund size
₹107589.67 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹100
Exit load
0.01%
In respect of each purchase / switch-in of Units, upto15% of the units may be redeemed without any exitload from the date of allotment. Any redemption in excess of the above limit shall besubject to the following exit load. Exit load of 1.00% is payable if Units are redeemed /switched-out within 1 year from the date of allotmentof units. No Exit Load is payable if Units are redeemed /switched-out after 1 year from the date of allotment.
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
ICICI Prudential Balanced Advantage Fund Quarterly Payout of Inc Dist cum Cap Wdrl
4.56%
2nd
ICICI Prudential Balanced Advantage Fund Quarterly Rnvstmnt of Inc Dist cum Cap Wdrl
4.56%
3rd
ICICI Prudential Balanced Advantage Fund Direct Plan Quarterly Payout of Inc Dist cum Cap Wdrl
1.80%
4th
ICICI Prudential Balanced Advantage Fund Direct Plan Quarterly Rnvstmnt of Inc Dist cum Cap Wdrl
1.80%
5th
Unifi Dynamic Asset Allocation Fund Direct Growth
0.25%
222nd
HDFC Balanced Advantage Fund Direct Plan Growth Option
-8.41%
Fund Managers
SB
Sankalp BaidFund Manager Since 22 Jan 2021
About HDFC Balanced Advantage Fund Direct Plan Growth Option
HDFC Balanced Advantage Fund Direct Plan Growth Option is a Allocation mutual fund scheme from HDFC Asset Management Co Ltd. This fund has been in existence for 13 years, having been launched on 2013-01-01. HDFC Balanced Advantage Fund Direct Plan Growth Option has ₹107589.67 Cr worth of assets under management (AUM) as of Wed Apr 01 2026. The latest Net Asset Value (NAV) of HDFC Balanced Advantage Fund Direct Plan Growth Option as of Tue Mar 31 2026 is ₹524.754. The fund has an expense ratio of 0.77%, which is medium comparable to most other Allocation funds.
HDFC Balanced Advantage Fund Direct Plan Growth Option returns for the last 1 year are -0.80%. Since launch, it has delivered 14.33% average annual returns.
The HDFC Balanced Advantage Fund Direct Plan Growth Option has the majority of its money invested in Financial Services, Energy, Communication Services, Industrials, Utilities, null, Technology sectors.
Top 5 Holdings of HDFC Balanced Advantage Fund Direct Plan Growth Option.
- ICICI Bank Ltd: 4.77%
- HDFC Bank Ltd: 4.50%
- State Bank of India: 3.91%
- Reliance Industries Ltd: 3.75%
- Bharti Airtel Ltd: 2.82%
AMC Information
| Name | HDFC Asset Management Co Ltd |
|---|---|
| Founding Date | 2013-01-01 |
| cliser@hdfcfund.com | |
| Phone | +91 22 66316333 |
| Website | www.hdfcfund.com |
| Address | HDFC Asset Management Company Limited,“HUL House”, 2nd Floor,,H.T. Parekh Marg,165-166, Backbay Reclamation,,Churchgate, |
Tax Implications of HDFC Balanced Advantage Fund Direct Plan Growth Option
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
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Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
