PJ
Prashant JainFund Manager Since 20 Jun 2003
AllocationDynamic Asset Allocation
HDFC Balanced Advantage Fund Growth
3Y Annualised
22.31%
-0.03% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
1.21%
-0.03% 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
3 years 5 months
NIFTY 50
4 years 4 months
FD
9 years 7 months
Fund info
Fund size
₹102789.77 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
Motilal Oswal Balance Advantage Fund Direct Plan Growth Option
3.49%
4th
Motilal Oswal Balance Advantage Fund Direct Plan Quarterly Reinvestment of Income Dis cum cptl wdrl
3.49%
5th
Motilal Oswal Balance Advantage Fund Direct Plan Quarterly Payout of Income Dis cum cptl wdrl
3.49%
144th
HDFC Balanced Advantage Fund Growth
1.21%
Fund Managers
SB
Sankalp BaidFund Manager Since 22 Jan 2021
About HDFC Balanced Advantage Fund Growth
HDFC Balanced Advantage Fund Growth is a Allocation mutual fund scheme from HDFC Asset Management Co Ltd. This fund has been in existence for 31 years, having been launched on 1994-02-01. HDFC Balanced Advantage Fund Growth has ₹102789.77 Cr worth of assets under management (AUM) as of Wed Jul 16 2025. The latest Net Asset Value (NAV) of HDFC Balanced Advantage Fund Growth as of Tue Jul 15 2025 is ₹522.248. The fund has an expense ratio of 1.37%, which is medium comparable to most other Allocation funds.
HDFC Balanced Advantage Fund Growth returns for the last 1 year are 3.36%. Since launch, it has delivered 18.21% average annual returns.
The HDFC Balanced Advantage Fund Growth has the majority of its money invested in Financial Services, Energy, Communication Services, Technology, Industrials, null, Utilities sectors.
Top 5 Holdings of HDFC Balanced Advantage Fund Growth.
- HDFC Bank Ltd: 5.43%
- ICICI Bank Ltd: 3.90%
- Reliance Industries Ltd: 3.60%
- Bharti Airtel Ltd: 3.18%
- Infosys Ltd: 2.87%
AMC Information
| Name | HDFC Asset Management Co Ltd |
|---|---|
| Founding Date | 1994-02-01 |
| 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 Growth
| 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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FAQs
What is the current NAV of HDFC Balanced Advantage Fund Growth?
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How do I invest in HDFC Balanced Advantage Fund Growth?
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What are net assets under management (AUM) of HDFC Balanced Advantage Fund Growth?
What is the PE and PB ratio of HDFC Balanced Advantage Fund Growth?
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What are the top 3 sectors that HDFC Balanced Advantage Fund Growth has invested in?
Who is the manager of HDFC Balanced Advantage Fund Growth?
What is the exit load of HDFC Balanced Advantage Fund Growth?
How to Redeem HDFC Balanced Advantage Fund Growth?
Can I invest in SIP and a Lump Sum of HDFC Balanced Advantage Fund Growth?
