Fund has been able to generate better returns compared to other funds in the same category
Less expense ratio implies better returns over the long term
Fund has been able to generate better price return than bank FD
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.72 | 30.38 | 2.49 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.31 | 41.03 | 2.60 |
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 | 33.73% | 23.08% | 16.19% |
ICICI Pru Balanced Advantage Fund | 24.47% | 14.49% | 13.83% |
SBI Balanced Advantage Fund | 24.78% | 15.01% | 15.23% |
Kotak Balanced Advantage Fund | 24.42% | 13.17% | 13.30% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Aug 2024
Dec 2023
Mar 2024
Jun 2024
Aug 2024
Dec 2023
Mar 2024
Jun 2024
Aug 2024
Equity
Debt
Others
Holdings
6.10 %
Holdings
3.58 %
Holdings
3.31 %
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
81
Total AUM
₹ 7,46,207.14 Cr.
Gopal Agrawal
AUM: ₹1,42,492.08 Cr.
|
Exp: 14yrs
Srinivasan Ramamurthy
AUM: ₹1,22,486.94 Cr.
|
Exp: 11yrs
Anil Bamboli
AUM: ₹1,70,811.57 Cr.
|
Exp: 19yrs
Nirman Morakhia
AUM: ₹1,55,335.84 Cr.
|
Exp: 14yrs
Manager Performance (0)
Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
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Returns
Fund has been able to generate better returns compared to other funds in the same category