- Home
- Mutual Funds
- AMC
- Hdfc Mutual Fund
- Hdfc Balanced Advantage Fund Idcw Direct Plan
Hdfc Balanced Advantage Fund Idcw Direct Plan
NAV (Mar 27,2024)
The HDFC Balanced Advantage Fund - IDCW - Direct Plan is a well-established investment option with an expense ratio of 0.8%. With a price-to-earnings ratio of 25.8 and a price-to-book ratio of 4.28, it offers a balanced approach for investors. The fund has an established date of 2012-12-31 and a scheme AUM of 73,348.57 INR. With a minimum investment requirement of 100 INR and no lock period, it provides flexibility and potential returns for investors.
Hdfc Balanced Advantage Fund Idcw Direct Plan Latest Trend
- 1M
- 2M
- 3M
Hdfc Balanced Advantage Fund Idcw Direct Plan Latest Trend
Risk Ratios
- P/E Ratio25.80
- P/B Ratio4.28
- Alpha0
- Beta0
- Sharpe0.27
- Sortino0.48
Fund Overview
0.80%
0%
No Lock-in
₹ 73348.57 Cr
SIP ₹100.00
Scheme Riskometer
Investors understand that their principal will be at
Very High
Investment Return Calculator
as on Mar 28, 2024
Total Invested Amount | 3 Months Absolute Return (In %) | 6 Months Absolute Return (In %) | 1 Year Absolute Return (In %) | 3 Year Absolute Return (In %) | 5 Year Absolute Return (In %) |
---|---|---|---|---|---|
₹ 10,000 | ₹ 10,582.79 (5.83%) | ₹ 11,792.1 (17.92%) | ₹ 14,152.99 (41.53%) | ₹ 19,574.18 (95.74%) | ₹ 22,899.82 (129.00%) |
₹ 30,000 | ₹ 31,748.37 (5.83%) | ₹ 35,376.3 (17.92%) | ₹ 42,458.97 (41.53%) | ₹ 58,722.54 (95.74%) | ₹ 68,699.46 (129.00%) |
₹ 50,000 | ₹ 52,913.95 (5.83%) | ₹ 58,960.5 (17.92%) | ₹ 70,764.95 (41.53%) | ₹ 97,870.9 (95.74%) | ₹ 1,14,499.1 (129.00%) |
₹ 80,000 | ₹ 84,662.32 (5.83%) | ₹ 94,336.8 (17.92%) | ₹ 1,13,223.92 (41.53%) | ₹ 1,56,593.44 (95.74%) | ₹ 1,83,198.56 (129.00%) |
₹ 1,00,000 | ₹ 1,05,827.9 (5.83%) | ₹ 1,17,921 (17.92%) | ₹ 1,41,529.9 (41.53%) | ₹ 1,95,741.8 (95.74%) | ₹ 2,28,998.2 (129.00%) |
Calculate Your Mutual Fund Returns
Fund Portfolio Allocation
- Holdings
- Sectors
Name
Assets
- GOI MAT14.13%
- HDFC Bank Ltd8.03%
- Coal India Ltd4.17%
- NTPC Limited3.85%
- State Bank of India3.56%
- ICICI Bank Ltd3.46%
- Power Finance Corporation Ltd3.00%
- Larsen and Toubro Ltd2.67%
- ITC Ltd2.66%
- Infosys Limited2.50%
- REC Limited2.47%
- Reliance Industries Ltd2.23%
- Axis Bank Ltd2.20%
- Floating Rate GOI2.03%
- Small Industries Development Bank1.98%
- Bharti Airtel Ltd1.38%
- GAIL India Ltd1.31%
- National Bank for Agri & Rural Dev1.23%
- Bank of Baroda1.20%
- Tata Consultancy Services Ltd1.18%
- Sun Pharmaceutical Industries Ltd1.15%
- Lupin Ltd1.05%
- Bharat Petroleum Corporation Ltd0.94%
- Hindustan Petroleum Corp Ltd0.92%
- Tata Motors Ltd0.88%
- Titagarh Wagons Limited0.88%
- Hindustan Aeronautics Limited0.87%
- Indian Railways Finance Corp Ltd0.87%
- Embassy Office Parks REIT0.86%
- Bharat Dynamics Limited0.84%
- Mahindra & Mahindra Ltd0.78%
- LIC Housing Finance Ltd0.78%
- Mishra Dhatu Nigam Ltd0.77%
- Apar Industries Limited0.72%
- NHPC Ltd0.72%
- Garden Reach Shipbuilders & Engineers Limited0.67%
- Reverse Repo0.62%
- State Bank of India Tier Basel III0.60%
- SBI Life Insurance Company Ltd0.57%
- Gujarat Pipavav Port Ltd0.57%
- TREPS Tri party Repo0.56%
- Apollo Tyres Ltd0.56%
- Techno Electric & Engin Co Ltd0.54%
- Cholamandalam Investment & Finance Co Ltd0.52%
- BROOKFIELD INDIA REAL ESTATE TRUST0.50%
- Indusind Bank Ltd0.46%
- BEML Limited0.43%
- Bajaj Finserv Ltd0.42%
- Aurobindo Pharma Ltd0.42%
- Toyota Financial Services India Ltd0.41%
- J Kumar Infraprojects Ltd0.40%
- CESC Ltd0.40%
- Housing and Urban Development Corporation Ltd0.40%
- Jamnagar Utilities & Power Pvt Ltd erstwhile Reliance Utilities & Power Pvt Ltd0.39%
- Ipca Laboratories Ltd0.37%
- Bajaj Finance Ltd0.36%
- Maruti Suzuki India Limited0.36%
- Bank of Baroda Tier Basel III0.34%
- Zee Entertainment Enterprises Ltd0.34%
- HDB Financial Services Ltd0.34%
- Bharat Forge Ltd0.32%
- POWERGRID Infrastructure Investment Trust0.31%
- Sansar Trust July II PTC backed by loan receivables originated by Shriram Finance Limited0.31%
- Bank of Baroda Perpetual AT Basel III0.30%
- LAKSHMI MACHINE WORKS LTD0.29%
- Ashoka Buildcon Ltd0.28%
- Adani Ports & Special Economic Zone0.27%
- Mahanagar Telephone Nigam Ltd Corporate guarantee from Govt of India0.27%
- Oil & Natural Gas Corporation Ltd0.27%
- Kotak Mahindra Investments Ltd0.27%
- Time Technoplast Limited0.26%
- Great Eastern Shipping Company Ltd0.25%
- Texmaco Rail & Engineering Ltd0.25%
- Savita Oil Technologies Ltd0.25%
- Dynamatic Technologies Ltd0.25%
- Net Current Assets0.24%
- Life Insurance Corporation of India0.24%
- PCBL Ltd0.22%
- TEGA INDUSTRIES LIMITED0.21%
- Titan Company Ltd0.21%
- Pipeline Infrastructure Pvt Ltd0.21%
- Asian Paints Limited0.20%
- Indian Bank0.20%
- Kalpataru Projects International Ltd0.20%
- Export Import Bank of India0.20%
- SBI CARDS AND PAYMENT SERVICES LIMITED0.19%
- Ashok Leyland Ltd0.19%
- Cipla Ltd0.17%
- Gujarat Industries Power Co Ltd0.17%
- Jio Financial Services Limited0.16%
- Grasim Industries Ltd0.15%
- Kotak Mahindra Bank Limited0.13%
- The Tata Power Company Ltd0.13%
- Power Grid Corporation of India Ltd0.13%
- Apollo Hospitals Enterprise Ltd0.10%
- ADITYA BIRLA SUN LIFE AMC LIMITED0.09%
- Tata Steel Ltd0.09%
- UPL Ltd0.08%
- RHI MAGNESITA INDIA Limited0.08%
- Tata Capital Financial Services Ltd0.08%
- ADANI ENTERPRISES LIMTIED0.08%
- Bharti Airtel Ltd PARTLY PAID UP SHARES0.08%
- InterGlobe Aviation Ltd0.08%
- Tech Mahindra Ltd0.08%
- Canara Bank Tier Basel III0.08%
- Ambuja Cements Ltd0.07%
- Indian Railway Catering And Tourism Corp Ltd0.07%
- Union Bank of India Perpetual AT Basel III0.07%
- Uttarakhand SDL ISD MAT0.07%
- Bajaj Housing Finance Ltd0.07%
- IRB Infrastructure Developers Ltd0.06%
- Dr Reddys Laboratories Ltd0.06%
- Punjab National Bank0.06%
- AGS Transact Technologies Limited0.06%
- RITES Limited0.05%
- Hindustan Unilever Ltd0.05%
- Eicher Motors Ltd0.05%
- Nestle India Ltd0.04%
- Bharat Heavy Electricals Ltd0.04%
- Canara Bank0.04%
- HCL Technologies Ltd0.04%
- JSW Infrastructure Limited0.04%
- Uttar Pradesh SDL ISD MAT0.04%
- Uttar Pradesh SDL ISD Mat0.03%
- BEML Land Assets Limited0.03%
- Wipro Ltd0.03%
- Shriram Finance Ltd0.03%
- ACC Ltd0.03%
- HDFC Life Insurance Company Limited0.03%
- Ramco Systems Ltd0.02%
- Divis Laboratories Ltd0.02%
- GOI STRIPS Mat0.02%
- Britannia Industries Ltd0.02%
- Campus Activewear Limited0.02%
- Indian Oil Corporation Ltd0.02%
- Indian Energy Exchange Limited0.02%
- MEP Infrastructure Developers Ltd0.02%
- JSW Steel Ltd0.02%
- Bajaj Auto Limited0.02%
- Guj Narmada Valley Fertilisers Ltd0.02%
- Indus Towers Limited0.01%
- Jindal Steel & Power Ltd0.01%
- Tata Consumer Products Limited0.01%
- Indian Hotels Company Ltd0.01%
- Piramal Enterprises Limited0.01%
- Pidilite Industries Ltd0.01%
- Siemens Ltd0.01%
- Container Corporation of India Ltd0.01%
- Syngene International Limited0.01%
- PVR LIMITED0.01%
- ESCORTS LTD0.01%
- CanFin Homes Ltd0.01%
- Dabur India Ltd0.01%
- Zydus Lifesciences Limited0.01%
- SRF Ltd0.01%
- DLF LIMITED0.01%
- Aarti Industries Ltd0.01%
- Godrej Consumer Products Ltd0.01%
- United Spirits Limited0.00%
- Hero MotoCorp Ltd0.00%
- India Cements Ltd0.00%
- Sun TV Network Limited0.00%
- Glenmark Pharmaceuticals Ltd0.00%
- Oberoi Realty Ltd0.00%
- Hindalco Industries Ltd0.00%
- ICICI Prudential Life Insurance Company Ltd0.00%
- LTIMindtree Limited0.00%
- Kerala SDL Mat0.00%
- Torrent Pharmaceuticals Ltd0.00%
- PI Industries Ltd0.00%
- Marico Ltd0.00%
- United Breweries Ltd0.00%
- JK Cement Limited0.00%
- Miscellaneous16.33%
- Bank - Private12.32%
- Finance Term Lending5.12%
- Bank - Public4.87%
- Mining & Minerals4.17%
- Refineries3.98%
- IT - Software3.86%
- Cigarettes/Tobacco2.66%
- Defence1.72%
- Railways Wagons1.13%
- Port0.89%
- Insurance0.84%
- Electric Equipment0.74%
- Ship Building0.67%
- Finance - NBFC0.60%
- Tyres & Allied0.56%
- Finance - Investment0.42%
- Forgings0.32%
- Textile - Machinery0.29%
- Oil Exploration0.27%
- Finance - Housing0.27%
- Plastic Products0.26%
- Shipping0.25%
- Lubricants0.25%
- Compressors / Pumps0.25%
- Carbon Black0.22%
- Diamond & Jewellery0.21%
- Paints0.20%
- Refractories0.08%
- Trading0.08%
- Airlines0.08%
- Travel Services0.07%
- Business Support0.07%
- Consumer Food0.06%
- Engineering0.05%
- Chemicals0.02%
- Footwear0.02%
- Fertilizers0.02%
- Diversified0.01%
- Tea/Coffee0.01%
- Logistics0.01%
- Automobiles-Tractors0.01%
- Metal - Non Ferrous0.00%
Holdings Analysis
Peer Comparison
Pick your choice with our quick comparitive analysis
- 6M
- 1Y
- 3Y
- 5Y
Mutual Fund Schemes | Category | Risk | Absolute Return (6M) |
NJ Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Moderately High | 15.24% |
Axis Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 11.67% |
Baroda BNP Paribas Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 10.84% |
ICICI Prudential Balanced Advantage Fund - Growth | HYBRID | High | 10.71% |
HSBC Balanced Advantage Fund - Regular Plan - Growth | HYBRID | High | 10.66% |
Union Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 10.14% |
Aditya Birla Sun Life Balanced Advantage Fund - Growth | HYBRID | Very High | 8.00% |
Kotak Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 7.81% |
Bandhan Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Moderately High | 7.42% |
LIC MF Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Moderately High | 6.00% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
NJ Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Moderately High | 31.21% |
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 27.89% |
Bank of India Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 23.45% |
ITI Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 22.95% |
Tata Balanced Advantage Fund - Regular Plan - Growth | HYBRID | High | 20.11% |
ICICI Prudential Balanced Advantage Fund - Growth | HYBRID | High | 19.41% |
Union Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 17.77% |
LIC MF Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Moderately High | 17.54% |
Bandhan Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Moderately High | 17.24% |
Kotak Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 16.61% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Bank of India Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 13.48% |
Baroda BNP Paribas Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 13.28% |
Tata Balanced Advantage Fund - Regular Plan - Growth | HYBRID | High | 12.84% |
Nippon India Balanced Advantage Fund - Growth | HYBRID | Very High | 12.83% |
ICICI Prudential Balanced Advantage Fund - Growth | HYBRID | High | 12.77% |
ITI Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 11.87% |
Axis Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 11.77% |
Aditya Birla Sun Life Balanced Advantage Fund - Growth | HYBRID | Very High | 11.47% |
HSBC Balanced Advantage Fund - Regular Plan - Growth | HYBRID | High | 10.11% |
Union Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 9.01% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
ICICI Prudential Balanced Advantage Fund - Growth | HYBRID | High | 12.92% |
Tata Balanced Advantage Fund - Regular Plan - Growth | HYBRID | High | 12.70% |
Union Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 11.90% |
Aditya Birla Sun Life Balanced Advantage Fund - Growth | HYBRID | Very High | 11.86% |
Nippon India Balanced Advantage Fund - Growth | HYBRID | Very High | 11.79% |
Kotak Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 11.77% |
Axis Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 10.24% |
Bandhan Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Moderately High | 10.14% |
HSBC Balanced Advantage Fund - Regular Plan - Growth | HYBRID | High | 9.79% |
Bank of India Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 9.12% |
Fund Managers
Mr. Gopal AgrawalChief Investment Officer
He has over 7 years of experience in the field of finance and financial related services. Mr. Agrawal is responsible for supervision and management of Equity Investments. Prior to this assignment, Mr. Agrawal was the Fund Manager with SBI Mutual Fund. He has also been associated with organizations like Kotak Securities, HDFC Securities, IDBI Capital, UTI Securities and IPCL.
Mr. Srinivasan RamamurthyFund Manager
Mr. Anil BamboliSenior Fund Manager - Fixed Income
Mr. Anil Bamboli has 16 years of experience in fund management and research, Fixed Income dealing. He is with HDFC AMC from July 2003 till date. Prior to this he was Asst. Vice President in SBI Funds Management Pvt. Ltd.
Mr. Nirman MorakhiaFund Manager
Get your latest Credit Score, FREE
Compare with similar Funds
HDFC Balanced Advantage Fund - IDCW - Direct Plan
HDFC Balanced Advantage Fund - IDCW - Direct Plan
HDFC Balanced Advantage Fund - IDCW - Direct Plan
HDFC Balanced Advantage Fund - IDCW - Direct Plan
HDFC Balanced Advantage Fund - IDCW - Direct Plan
HDFC Balanced Advantage Fund - IDCW - Direct Plan
HDFC Balanced Advantage Fund - IDCW - Direct Plan
HDFC Balanced Advantage Fund - IDCW - Direct Plan
HDFC Balanced Advantage Fund - IDCW - Direct Plan
About HDFC Balanced Advantage Fund – IDCW – Direct Plan
The HDFC Balanced Advantage Fund – IDCW – Direct Plan is a type of mutual fund offered by HDFC Asset Management Company. It is a hybrid fund that seeks to balance growth and stability by investing in equity and debt securities. This plan offers an income distribution payout option for investors who want regular income from their investments. The HDFC Balanced Advantage Fund – IDCW- Direct Plan is a hybrid fund managed by a team of six individuals led by Gopal Agrawal. The fund offers diversification benefits and was launched on June 1, 2018.
Key Parameters of HDFC Balanced Advantage Fund – IDCW – Direct Plan
- As of 29-03-2023, the net asset value (NAV) of HDFC Balanced Advantage Fund – IDCW – is ₹32.66.
- The fund has assets under management (AUM) worth ₹51042 Cr as of 31-01-2023, which is higher than the average for its category.
- The fund has an expense ratio of 0.88%, which is the fee charged by the fund to manage investors’ money.
HDFC Balanced Advantage Fund – IDCW – Direct Plan Returns
Since its inception, HDFC Balanced Advantage Fund Direct Plan Payout Inc Dist cum Cap Wdrl Opt has provided a compounded annual growth rate (CAGR) return of 6.07%. In the past year, three years, and five years, the fund has provided CAGR returns of 12.51%, 29.79%, and 12.33%, respectively.
Holdings
HDFC Balanced Advantage Fund Direct Plan Payout Inc Dist cum Cap Wdrl Opt has primarily invested its funds in various sectors such as Government, Financial Services, Corporate, Cash Equivalent, Energy, Industrial, Utilities, Tech, Consumer Defensive, Consumer Cyclical, Health, Communication, Real Estate, and Basic Materials.
Taxation
If you invest in a dynamic asset allocation mutual fund with more than 65% of its assets in equity instruments, the tax you pay will depend on whether you hold the investment for a short or long period. If you hold the investment for less than a year, your capital gains will be taxed at 15%. If you hold the investment for over a year, your capital gains will be taxed at 10%, but you will not be eligible for indexation benefits. You will also be exempt from paying tax on gains up to Rs 1 lakh if you hold the investment for over 12 months.
If the mutual fund has more than 65% of its assets in debt instruments, the tax you pay will be determined by the length of time you hold the investment. If you hold the investment for less than three years, your capital gains will be taxed at your income slab rate. If you hold the investment for over three years, your capital gains will be taxed at 20% with an indexation benefit. Dividends will always be taxed at your income slab rate.
Investment Objective
The goal of this investment is to achieve long-term growth or income through a combination of equity as well as debt investments. However, the fund house does not guarantee this investment will achieve its objective.
Minimum Investment and Lock-in Period
You can invest a minimum of INR 100 for a lump sum and SIP payments in HDFC Balanced Advantage Fund Direct Plan Payout Inc Dist cum Cap Wdrl Opt. There is no lock-in period, meaning you can redeem your investment anytime.
HDFC Balanced Advantage Fund
HDFC Balanced Advantage Fund, managed by HDFC Asset Management Company Limited, is a mutual fund with 61 schemes. The fund has an allocation of 69.78% in equity, 23.7% in debt, and 6.52% in cash-related instruments. Despite delivering an average annual return of 6.07% since inception, lower than its average category return of 7.88%, investors should know that their principal is at very high risk. The fund currently has assets under management (AUM) of ₹51042 Cr, significantly higher than its category average of ₹7273 Cr.
FAQs
How to invest in HDFC Balanced Advantage Fund - IDCW - Direct Plan?
You can start investing in HDFC Balanced Advantage Fund – IDCW – Direct Plan through their official website or investment platform. All you need to do is, create an account and choose the fund scheme you want to invest in, the investment amount and tenure. Once you are done with the payment, you will receive confirmation.
What are your views about the HDFC Balanced Advantage Fund - IDCW - Direct Plan?
The HDFC Balanced Advantage Fund – IDCW – Direct Plan is a well-managed mutual fund with a track record of delivering consistent returns.
The fund’s balanced approach to investing in both equity and debt instruments can provide a measure of diversification and risk management for investors. Additionally, the fund is managed by experienced professionals with a strong track record of generating returns for investors.
Is HDFC Balanced Advantage Fund - IDCW - Direct Plan risky investment?
Whether or not the HDFC Balanced Advantage Fund – IDCW – Direct Plan is risky depends on an individual’s risk tolerance and objectives. It is essential to carefully consider your investment goals, conduct thorough research, and consult a financial advisor before making investment decisions.
How good is HDFC Balanced Advantage Fund - IDCW - Direct Plan for long-term investment?
While past performance does not guarantee future returns, the HDFC Balanced Advantage Fund – IDCW – Direct Plan is a good option for long-term investors willing to tolerate some level of risk in pursuit of higher returns. However, conducting thorough research and consulting with a financial advisor before making investment decisions is essential.
Should we invest in the HDFC Balanced Advantage Fund - IDCW - Direct Plan in 2023?
Investing in HDFC Balanced Advantage Fund – IDCW – Direct Plan is good considering its past performance, expense ratio and NAV. However, the investment decision depends on an individual’s goal, risk-tolerant capabilities and investment tenure. Investors looking forward to investing for an extended period should invest in this fund scheme for significant returns.
What are the top sectors HDFC Balanced Advantage Fund - IDCW - Direct Plan has invested in?
The HDFC Balanced Advantage Fund – IDCW – Direct Plan has invested the highest percentage (35.07%) in the Industrial sector, followed by the Consumer Cyclical sector with a percentage of 22.02%. Additionally, the fund has invested 15.4% in Cash Equivalents. Therefore, the top sectors in which the HDFC Balanced Advantage Fund – IDCW – Direct Plan has invested are the Industrial and Consumer Cyclical sectors.
How to Redeem HDFC Balanced Advantage Fund - IDCW - Direct Plan?
You can redeem HDFC Balanced Advantage Fund – IDCW – Direct Plan anytime, as the scheme has no lock-in period. To redeem the accumulated amount, log into your investment account and select the redeem option. The funds will be transferred to your linked account through which the investment amount is deducted.
What is the NAV of HDFC Balanced Advantage Fund - IDCW - Direct Plan?
As of March, the NAV of HDFC Balanced Advantage Fund – IDCW – Direct Plan is INR 32.395.
What is the PE and PB ratio of HDFC Balanced Advantage Fund - IDCW - Direct Plan?
Before investing in mutual funds, it is essential to know the PE and PB ratios of the fund schemes. It helps to make informed investment decisions. The PE and PB ratio of HDFC Balanced Advantage Fund – IDCW – Direct Plan clocks at 21.65 and 3.37.
How much does HDFC Balanced Advantage Fund - IDCW - Direct Plan charge as an expense ratio?
As of March, the expense ratio of HDFC BAlanced Advantage Fund – IDCW – Direct Plan is 0.7.
Most Popular on Urban Money
Scheme Other Funds
Most Trusted AMC
- Baroda BNP Paribas Mutual Fund
- Aditya Birla Sun Life Mutual Fund
- Canara Robeco Mutual Fund
- L&T Mutual Fund
- DSP Mutual Fund
- Quant Mutual Fund
- Franklin Templeton Mutual Fund
- HSBC Mutual Fund
- ICICI Prudential Mutual Fund
- JM Financial Mutual Fund
- Kotak Mahindra Mutual Fund
- LIC Mutual Fund
- Invesco Mutual Fund
- Quantum Mutual Fund
- Nippon India Mutual Fund
- SBI Mutual Fund
- Bandhan Mutual Fund
- Sundaram Mutual Fund
- Tata Mutual Fund
- Taurus Mutual Fund
- UTI Mutual Fund
- Mirae Asset Mutual Fund
- Bank of India Mutual Fund
- Edelweiss Mutual Fund
- Axis Mutual Fund
- Navi Mutual Fund
- Motilal Oswal Mutual Fund
- IDBI Mutual Fund
- PGIM India Mutual Fund
- Union Mutual Fund
- 360 ONE Mutual Fund
- Groww Mutual Fund
- PPFAS Mutual Fund
- IL&FS Mutual Fund (IDF)
- Shriram Mutual Fund
- IIFCL Mutual Fund
- Mahindra Manulife Mutual Fund
- WhiteOak Capital Mutual Fund
- ITI Mutual Fund
- Trust Mutual Fund
- NJ Mutual Fund
- Samco Mutual Fund
- Bajaj Finserv Mutual Fund
- Helios Mutual Fund
- Zerodha Mutual Fund
- Old Bridge Mutual Fund
Mutual Funds Calculator
Best Hybrid Mutual Funds
- SBI Equity Hybrid Fund - Growth - Direct Plan
- Axis Multi Asset Allocation Fund - Growth - Direct Plan
- Nippon India Balanced Advantage Fund - Growth - Direct Plan
- UTI Aggressive Hybrid Fund - Growth - Direct Plan
- ICICI Prudential Equity & Debt Fund - Half Yearly IDCW Payout - Direct Plan
- Tata Balanced Advantage Fund - Growth - Direct Plan
- Canara Robeco Equity Hybrid Fund - Monthly IDCW - Direct Plan
- DSP Equity & Bond Fund - Growth - Direct Plan
- Mirae Asset Aggressive Hybrid Fund - Growth - Direct Plan
- Sundaram Aggressive Hybrid Fund - Growth - Direct Plan (Adjusted)
- Franklin India Equity Hybrid Fund - Growth - Direct Plan
- L&T Conservative Hybrid Fund - Growth - Direct Plan
- Motilal Oswal Equity Hybrid Fund - Growth - Direct Plan
Mutual Funds Guide
Get in-depth knowledge about all things related to Mutual Funds and your finances
International Mutual Funds
\International mutual funds are hidden gems in investment. These ideally allow you to invest in different countries, empowering you to diversify the portfolio across various economies, currencies, and sectors. Internatio
10 Best SIP Plans for Rs. 1000
The need for disciplined and strategic investment is becoming increasingly apparent as the financial industry develops and changes. Investing in your future has never been easier or more accessible than with the 10 best
How to Invest in SIP
Mutual funds are the new piggy banks. Everyone looking to multiply their wealth via mutual funds ponders over one perennial question – how to invest in a SIP? While it might sound very complex and tedious, it actua
Best Investment Plan for 1 Year
For those seeking relatively quick returns or managing financial goals within a limited timeframe, mutual funds could make a substantial difference. Mutual funds, essentially pools of money managed by professionals, pro
How to stop a Mutual Fund SIP?
Investing in mutual funds through a Systematic Investment Plan (SIP) is a widely embraced strategy for those looking to gradually build wealth with disciplined and consistent contributions. However, life’s uncertai
Withdrawing from Mutual Funds
When it comes to managing your investments, mutual funds are a popular choice for those looking to expand their portfolio and earn steady returns. However, there may come a time when you need to withdraw money from your
Flexi Cap Fund
Are you tired of the same old mutual funds that limit your investment options and returns? Do you want to explore the full potential of the stock market and invest in the best companies across all sizes and sectors? If y
STCG Tax on Mutual Fund
As an investor in mutual funds, you may be aware of the various benefits they offer, such as diversification, professional management, and liquidity. But do you also know about the tax implications of your mutual fund in
Conservative Hybrid Funds
A conservative hybrid fund is known as a low-risk investment option. The name gives you a fair idea of a conservative hybrid fund’s associated risk, offering a unique combination of safety, stability, and potential
Fund of Funds (FOFs)
Are you looking for a way to diversify your investments and access a variety of funds with different strategies and asset classes? If yes, then you might want to consider Fund of Funds (FOFs) as an option. FOFs are mutua
Expense Ratios: Calculations, Components, and Investment Impact
The expense ratio is one of the most critical yet often overlooked aspects of investing in mutual funds and ETFs. Whether you’re a seasoned investor or just starting to dip your toes into finance, understanding thi
Total Expense Ratio (TER)
The Total Expense Ratio (TER) is a significant indicator of the expenses associated with overseeing and running an investment fund, like a mutual fund or Exchange-Traded Fund (ETF). Calculated as a percentage of the fund
Indexation in Mutual Funds
‘Indexation’ is a pivotal term for investors during decision-making. It is also considered vital to reduce tax liabilities associated with investments, especially in debt mutual funds. Although calculating In
Yield to Maturity
Yield to Maturity (YTM) stands out as a pivotal concept among investors. It’s a term that often bounces around in financial discussions, yet its understanding remains elusive to many. Whether you’re a novice
What is Arbitrage Fund
Arbitrage funds are a type of investment strategy. I.e., the funds generate income by simultaneously buying and selling securities in various markets for different prices. As exploiting the price differences between the