- Mutual Funds
- HDFC Mutual Fund
- HDFC Balanced Advantage Fund Regular Growth
HDFC Balanced Advantage Fund Regular Plan Growth
₹ 484.26
NAV (Apr 04)
HDFC Balanced Advantage Fund Regular Growth Calculator
Investment Duration5 years
7,32,612
Total Investment7,60,021
Wealth Gained14,92,633
Total Corpus Created (₹)
With CAGR of 27.347 % in 5 yearsHistorical NAV
₹ 484.263
NAV (Apr 4)
Fund Returns
Last 1Y | 5.6% |
Last 3Y | 18.2% |
Last 5Y | 27.3% |
Last 10Y | 13.1% |
Since Inception | 18.1% |
6 Month CAGR | -4.6% |
Scheme Information
The Scheme seeks to provide long term capital appreciation / income from a dynamic mix of equity and debt investments.
Expense Ratio | 1.37 % |
Launched 24Y ago | 2000-09-11 |
AUM in Crores | 90374.5 |
ISIN | INF179K01830 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 9.7 |
Beta | 0.7 |
Sharpe Ratio | 1.2 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| HDFC Balanced Advantage Fund (G) | 14,92,633 | 7,60,021 | 27.3% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
Others
15.4%HDFC Bank Ltd.
5.77%Others
3.97%ICICI Bank Ltd.
3.59%State Bank of India
3.59%
Allocation by Sector
Financial
17.29%Energy
7.73%Technology
5.68%Automobile
4.43%Healthcare
3.67%
Comparison with Hybrid Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 52,257 cr | ||
₹ 3,236 cr | ||
₹ 11,696 cr | ||
₹ 22,130 cr | ||
₹ 5,511 cr |
About the AMC
HDFC Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
16.5% | 12.6% | ||
7.3% | 7.8% | ||
6.2% | 5.9% | ||
18.8% | 7.7% | ||
20.7% | 16% |
HDFC Balanced Advantage Fund Regular Growth Calculator
Investment Duration5 years
7,32,612
Total Investment7,60,021
Wealth Gained14,92,633
Total Corpus Created (₹)
With CAGR of 27.347 % in 5 yearsHDFC Balanced Advantage Fund Regular Plan Growth Review
HDFC Balanced Advantage Fund Regular Plan Growth is a Dynamic Asset Allocation Or Balanced Advantage Hybrid fund and has delivered an annualised return of 18.1% over 24 years. The fund has grown over a period of 24 years. The fund is managed by HDFC Mutual Fund. The fund managers are Anil Bamboli, Arun Agarwal, Dhruv Muchhal, Gopal Agrawal, Nirman S. Morakhia, Srinivasan Ramamurthy, .
Nav of HDFC Balanced Advantage Fund as of 4/4/2025 is ₹484.26 with the total AUM as of 4/7/2025 is ₹90374.53. With Scripbox you can compare and check the latest nav for all mutual funds in India. HDFC Balanced Advantage Fund was launched on 2000-09-11. The category risk of the fund is Very High.
The minimum SIP amount for HDFC Balanced Advantage Fund Regular Plan Growth is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Frequently Asked Questions
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