This makes their performance difficult to assess.
With a high Equity component, the impact of market fluctuations on these funds is high.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
₹ 48,055 Cr
The fund has been a Category Leader on the Fund Size metric
The fund has been a Category Leader on the Outperformance Consistency metric
View all 7 analysis
Want the equity funds that are right for your long term equity investment needs?
NAV (Oct 4)
6 Month CAGR
To provide long term capital appreciation / income from a dynamic mix of equity and debt investments. There is no assurance that the investment objective of the Scheme will be realized.
Launched (4y ago)
Jun 01, 2018
AUM in Crores
IISL Nifty 50 TR INR
with step up of
|Instrument||Returns||Total Corpus||Gains||Annualised %|
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.
state bank of india6.6%
coal india ltd5%
icici bank ltd4.9%
hdfc bank ltd4.7%
182 Days Treasury Bill 12-10-20224.1%
|Fund Name||Fund Size||Rolling Returns|
₹ 20,359 cr
₹ 3,320 cr
₹ 2,749 cr
₹ 390 cr
₹ 583 cr
HDFC Asset Management Company Limited
HDFC Asset Management Company Limited manages assets worth 476,256 crores and was set up on 3 July 2000. It's current offering of mutual fund schemes includes 38 equity,120 debt and 23 hybrid funds.
|Fund Name||Scripbox Opinion||Till Date CAGR|
HDFC Balanced Advantage Fund (PIDCW-M) is a Dynamic Asset Allocation Or Balanced Advantage Hybrid fund and has delivered an annualised return of 4% over a period of 4 years. The fund was previously known as HDFC Balanced Adv DP. The fund is managed by HDFC Asset Management Company Limited. The fund managers are Anil Bamboli, Gopal Agrawal, Priya Ranjan, Srinivasan Ramamurthy.
Nav of HDFC Balanced Advantage Fund (PIDCW-M) as of 10/4/2022 is ₹29.26 with the total AUM as of 10/6/2022 is ₹48055.353. With Scripbox you can compare and check the latest nav for all mutual funds in India. HDFC Balanced Advantage Fund (PIDCW-M) was launched on Jun 01, 2018. The category risk of the fund is Very High Risk.
The minimum SIP amount for HDFC Balanced Advantage Fund (PIDCW-M) 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.
What is HDFC Balanced Advantage Fund (PIDCW-M)?
How to invest in HDFC Balanced Advantage Fund (PIDCW-M)?
You can invest in HDFC Balanced Advantage Fund (PIDCW-M) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of HDFC Balanced Advantage Fund (PIDCW-M)?
The minimum sip amount for HDFC Balanced Advantage Fund (PIDCW-M) is ₹1000. You can invest in multiples of ₹5000.
Is HDFC Balanced Advantage Fund (PIDCW-M) good to invest in?
As per Scripbox experts, HDFC Balanced Advantage Fund (PIDCW-M) is a Top Ranked fund. You can investHDFC Balanced Advantage Fund (PIDCW-M) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the HDFC Balanced Advantage Fund (PIDCW-M)?
The expense ratio of the HDFC Balanced Advantage Fund (PIDCW-M) is 1.54% for regular plan.