Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week—
1 Month—
3 Months—
6 Months—
1 Year—
3 Years (CAGR)—
5 Years (CAGR)—
10 Years (CAGR)—
Since Inception (Mar 2026)-1.65%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP—
3 Year SIP—
5 Year SIP—
Since Inception (Mar 2026)—
Fund Details
Fund HouseHDFC Mutual Fund
CategoryDynamic Asset Allocation
Plan Typeregular
Optiongrowth
AUM₹1,06,821 Cr
Expense Ratio1.35%
Min SIP₹100
Min Lumpsum₹100
Launch Date27 Mar 2026
AMFI Code100119
Risk Metrics
—
Sharpe Ratio
—
Alpha
—
Beta
—
Sortino
—
Std Dev
—
Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Compare with Similar Funds
View all Dynamic Asset Allocation fundsInvestment Objective
HDFC Balanced Advantage Fund - Growth Plan by HDFC Mutual Fund is a Dynamic Asset Allocation fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Dynamic Asset Allocation category.
About This Fund
HDFC Balanced Advantage Fund - Growth Plan is a Dynamic Asset Allocation mutual fund offered by HDFC Mutual Fund. The fund has been operational for over 0 years. It manages assets worth ₹1,06,821 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 1.35%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations