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How to use scorecard? Learn more
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.74 | 28.67 | 1.68 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.32 | 40.58 | 1.62 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
NIFTY 50 Hybrid Composite Debt 50:50 Index |
Balanced advantage funds are equity mutual funds that have equity allocation between 30% and 80% depending on the PE ratio and market valuation
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
HDFC Balanced Advantage Fund | 24.12% | 23.97% | 15.95% |
ICICI Pru Balanced Advantage Fund | 17.21% | 13.92% | 13.47% |
SBI Balanced Advantage Fund | 18.98% | 15.02% | 14.06% |
Kotak Balanced Advantage Fund | 20.25% | 13.65% | 13.08% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Equity
Debt
Others
Holdings
6.51 %
Holdings
3.79 %
Holdings
3.41 %
HDFC Asset Management Company, investment manager to HDFC Mutual Fund, is one of the leading AMCs in the country. The company operates as a joint venture between Housing Development Finance Corporation (HDFC) and Standard Life Investments (SLI).
No.of Schemes
82
Total AUM
₹ 7,64,798.05 Cr.
Gopal Agrawal
AUM: ₹1,41,207.92 Cr.
|
Exp: 14yrs
Srinivasan Ramamurthy
AUM: ₹1,22,534.02 Cr.
|
Exp: 11yrs
Arun Agarwal
AUM: ₹1,57,228.00 Cr.
|
Exp: 9yrs
Nirman Morakhia
AUM: ₹1,57,228.00 Cr.
|
Exp: 14yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
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Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%