Hybrid | Dynamic Asset Allocation
3Y Returns
14.99%
Min SIP
₹100
Min Lumpsum
₹100
Expense Ratio
0.05%
Fund Size
₹41 Cr
Inception Date
01-Jan-13
Fund Manager
Srinivasan Ramamurthy
Exit Load
1% on or before 1Y, Nil after 1Y.
Interest Rate Sensitivity
Market Risk / Risk Taken Compared to Benchmark
Fund Size
SIP Returns
Risk Adjusted Returns
Portfolio Credit Quality
Extra Returns Over Benchmark
Returns Consistency
Performance Against Inflation
Overall Fund Zi Tag
Asset Allocation
Equity
0.00%
Debt & Others
100.00%
Market Cap Allocation
Large Cap
0.00%
Mid Cap
0.00%
Small Cap
0.00%
Other Cap
100.00%
Investment Objective
To Seek Capital Appreciation By Managing The Asset Allocation Between Specified Equity And Debtschemes Of Hdfc Mutual Fund.
Fund House Detail
AMC Name
HDFC Asset Management Company Limited
Address
HDFC House, 2nd floor, H.T. Parekh Marg,165-166 Backbay Reclamation, ChurchgateMumbai - 400 020
Hdfc Dynamic Pe Ratio Fund Of Funds - Direct Plan - Growth (Erstwhile Morgan Stanley Multi Asset Fund)
1Y
21.45%
3Y
14.99%
5Y
16.63%
Hdfc Balanced Advantage Fund - Direct Plan - Growth Option
1Y
32.37%
3Y
21.66%
5Y
20.83%
Hdfc Asset Allocator Fof Direct Growth
1Y
25.63%
3Y
15.86%
5Y
NA
Bank Of India Balanced Advantage Fund - Direct Plan Growth
1Y
22.93%
3Y
14.91%
5Y
12.35%
Aditya Birla Sun Life Asset Allocator Fof Scheme Direct Plan Growth Option
1Y
30.15%
3Y
14.63%
5Y
17.41%
Franklin India Dynamic Asset Allocation Fund Of Funds - Direct Growth
1Y
20.99%
3Y
14.29%
5Y
14.15%
Sbi Balanced Advantage Fund - Direct Plan - Growth
1Y
23.32%
3Y
13.96%
5Y
NA
Baroda Bnp Paribas Balanced Advantage Fund - Direct Growth
1Y
26.56%
3Y
13.86%
5Y
17.33%
Invesco India Balanced Advantage Fund - Direct Plan Growth
1Y
26.71%
3Y
13.35%
5Y
13.19%
Axis Balanced Advantage Fund Direct Plan Growth
1Y
30.15%
3Y
13.26%
5Y
13.81%
Nippon India Balanced Advantage Fund Direct Plan Growth Plan - Growth Option Growth
1Y
24.13%
3Y
12.82%
5Y
14.25%
Icici Prudential Balanced Advantage Fund - Direct Plan - Growth
1Y
21.01%
3Y
12.76%
5Y
13.81%
Tata Balanced Advantage Fund Direct Plan Growth
1Y
21.27%
3Y
12.66%
5Y
15.01%
Edelweiss Balanced Advantage Fund - Direct Plan Growth Option
1Y
25.04%
3Y
12.4%
5Y
16.53%
Motilal Oswal Balance Advantage Fund - Direct Growth
1Y
19.11%
3Y
12.38%
5Y
11.99%
Nj Balanced Advantage Fund Direct Plan - Growth
1Y
23.95%
3Y
12.31%
5Y
NA
Aditya Birla Sun Life Balanced Advantage Fund - Growth Direct
1Y
23.5%
3Y
12.14%
5Y
14.09%
Kotak Balanced Advantage Fund -Direct Plan - Growth
1Y
22.15%
3Y
12.11%
5Y
13.53%
Dsp Dynamic Asset Allocation Fund - Dir - Growth
1Y
23.28%
3Y
11.06%
5Y
11.94%
Pgim India Balanced Advantage Fund - Direct Plan - Growth
1Y
21.12%
3Y
10.94%
5Y
NA
Shriram Balanced Advantage Fund Direct - Growth
1Y
21.23%
3Y
10.89%
5Y
12.36%
Iti Balanced Advantage Fund- Direct Plan- Growth
1Y
24.86%
3Y
10.72%
5Y
NA
Union Balanced Advantage Fund Direct Plan - Growth
1Y
19.79%
3Y
10.19%
5Y
12.98%
Bandhan Balanced Advantage Fund Direct Plan - Growth
1Y
21.09%
3Y
10.16%
5Y
12.6%
Hsbc Balanced Advantage Fund Direct Plan - Growth
1Y
NA
3Y
0.76%
5Y
5.7%
Sundaram Balanced Advantage Fund - Direct Plan Growth
1Y
22.87%
3Y
NA
5Y
NA
Uti Balanced Advantage Fund - Direct Plan - Growth Option
1Y
21.57%
3Y
NA
5Y
NA
Woc Balanced Hybrid Fund - Direct Plan - Growth
1Y
24.22%
3Y
NA
5Y
NA
Whiteoak Capital Balanced Advantage Fund - Direct Plan Growth
1Y
25.65%
3Y
NA
5Y
NA
Bajaj Finserv Balanced Advantage Fund-Direct Plan-Growth
1Y
NA
3Y
NA
5Y
NA
BSE Member code: 58371
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