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  • HDFC Mutual Funds
  • HDFC Balanced Advantage Fund (PIDCW-M)

Formerly HDFC Balanced Adv DP

HDFC Mutual Funds

HDFC Balanced Advantage Fund (PIDCW-M)

HybridDynamic Asset Allocation Or Balanced Advantage

Top Ranked

29.256

NAV (Oct 04)

4%
Till Date CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within dynamic asset allocation or balanced advantage mutual funds.However, Scripbox does not recommend investing in dynamic asset allocation or balanced advantage mutual funds.Dynamic Asset Allocation funds change their exposure to debt and equity dynamically - taking a call on market valuation & conditions.

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.

Our analysis of this fundLearn how we rate funds ->

Fund Size

₹ 48,055 Cr

The fund has been a Category Leader on the Fund Size metric

Outperformance Consistency

Category Leader

The fund has been a Category Leader on the Outperformance Consistency metric

View all 7 analysis

View Less

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

29.256

NAV (Oct 4)

Fund Returns

Last 1Y

9.1%

Last 3Y

17.2%

Last 5Y

9.2%

Last 10Y

5.2%

Since Inception

4%

6 Month CAGR

4.7%

Scheme Information

Investment Objective

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.

Expense Ratio

1.54

Launched (4y ago)

Jun 01, 2018

AUM in Crores

48055.353

ISIN

INF179K01814

Lock-in

No Lock-in

Benchmark

IISL Nifty 50 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Gopal Agrawal

Fund Manager

Priya Ranjan

Fund Manager

Srinivasan Ramamurthy

Fund Manager

Anil Bamboli

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

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

Last updated on 2022-10-04

Top Stock Holdings

state bank of india

6.6%
6.6%

coal india ltd

5%
5%

icici bank ltd

4.9%
4.9%

hdfc bank ltd

4.7%
4.7%

182 Days Treasury Bill 12-10-2022

4.1%
4.1%
See all holdings

Allocation by Sector

financial services

27.3%
27.3%

energy

9.5%
9.5%

industrials

8.7%
8.7%

utilities

6.3%
6.3%

technology

4.4%
4.4%
See all sectors

Compare HDFC Balanced Advantage Fund (PIDCW-M)

Fund NameFund SizeRolling Returns
ICICI Prudential Equity & Debt Fund (G)
ICICI Prudential Equity & Debt Fund (G)

₹ 20,359 cr

₹ 3,320 cr

₹ 2,749 cr

₹ 390 cr

₹ 583 cr

About the AMC

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.

amc-img

  • 1800 3010 6767/ 1800 419 7676 (Toll-free)
  • cliser@hdfcfund.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    HDFC Gold Fund (G)
    HDFC Gold Fund (G)

    9.1%

    4.4%

    6.1%

    7.8%

    3.5%

    5.8%

    5.8%

    5.7%

    5.5%

    5.4%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    HDFC Balanced Advantage Fund (PIDCW-M) Review

    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.

    Frequently Asked Questions

    What is HDFC Balanced Advantage Fund (PIDCW-M)?

    HDFC Balanced Advantage Fund (PIDCW-M) is a Dynamic Asset Allocation Or Balanced Advantage Hybrid scheme predominantly investing across Hybrid stocks with an investment objective to generate wealth over the long term.

    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.