HDFC Balanced Advantage Fund Direct Plan Growth Option
AllocationDynamic Asset Allocation
573.59
0.05(0.01%)
NAV as on 09 Dec, 2025
CAGR
17.94%
- AUM (Crs.)106,493.55
- Expense Ratio0.73 %
- Sharpe Ratio / Category Average1.25 / 0.73
- Standard Deviation / Category Average8.69 / 7.69
- Beta / Category Average1.16 / 1.03
- Portfolio Turnover / Category Average28.88 / 184.74
- Top 5 Stocks Wt.20.52
- Top 10 Stocks Wt.33.23
- Top 3 Sectors Wt.38.90
- Investment StyleLarge Blend
- Morningstar Rating
Portfolio
Asset Allocation
Weightage by Market Cap
Concentration
- No. of Stocksundefined
- Avg. Market Capundefined
- Top 10 Stocksundefined%
- Top 5 Stocksundefined%
- Top 3 Sectorsundefined%
View Holdings
Fundamentals
| Measures | Fund | Category Average |
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Risk Metrics
Peers
1Y3Y5Y10Y
| Mutual Fund | AUM (cr.) | 3YReturns |
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Holdings
Stocks
Sector
About
- Fund Manager(s)Check HistoryAnil Bamboli, Nandita Menezes, Gopal Agrawal, Srinivasan Ramamurthy, Dhruv Muchhal, Arun Agarwal
- Launch Date01 Jan, 2013
- BenchmarkS&P BSE 500
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.
Riskometer
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