HDFC Balanced Advantage Fund

Mutual Fund-

By Rajendra Mar 26, 2023 image source -Unsplash Scheme Analysis

Dyanamic Allocation

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Investment Approach

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Top 5 Holding

HDFC Bank ICICI Bank SBI Coal India NTPC 4.87 4.44 4.32 4.14 3.45 Total - 21.22

Investment Approach

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Banks

17.83 7.90 5.11 5.07 4.42

Investment Approach

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Scheme Performance

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Portfolio Framework

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SIP Performance

Thick Brush Stroke upto 12 month - 1% Scribbled Arrow As on 28 Feb. 2023 1 Year 3 Year 5 Year 12,707 48,756 88,914 11.30% 20.71% 15.77% Monthly SIP of 1,000

Portfolio Framework

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Portfolio Framework

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PuneInvest

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Mutual Fund-

HDFC Balanced advantage Fund

Dyanamic Allocation

Category

Inception

Benchmark

AUM - 51,042 Cr

Fund Managers

Gopal Agrawal, Srinivasan Ramamurthy, Arun Agarwal, Nirman Morakhia & Anil Bamboli