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HDFC Balanced Advantage Fund - Direct Plan - Growth (Adjusted NAV)

  • Regular
  • Direct
Category : Dynamic Asset Allocation or Balanced Advantage
Fund House : HDFC Mutual Fund

Scheme 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.

Scheme Details

  • Fund manager(s)Prashant Jain
  • Launch date – 01-Jan-2013
  • Expense ratio – 1.07% as declared on 30-Sep-2019 (category average is 1.05%)
  • Benchmark - Nifty 50
  • Min SIP amount - ₹
  • Min investment amount (one time- first time) - ₹
  • Min investment amount (addtional purchase) - ₹
  • Type : Open Ended Fund. You can invest any time in this fund.

Exit Load

HDFC Balanced Advantage Fund - Direct Plan - Growth (Adjusted NAV) charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Net Buy Price
Buy Date
Sell Date
  • Gross Profit
  • Exit Charges
  • Net Profit

Tax Rate

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.|If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Contact Details

HDFC Asset Management Co. Ltd.
“HDFC House”, 2nd Floor, H.T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate, Mumbai 400020
Tel no.: 6631 6333
Fax no.: 2282 1144
Website.: www.hdfcfund.com

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