HDFC Balanced Advantage Fund - Growth Plan

NAV

511.412

-3.54 (-0.6932 %)

01-08-2025

CAGR Since Inception

18.1 %

NIFTY 50 Hybrid Composite debt 50:50 Index

11.41 %

Funds Manager

FM 1 - Mr.Gopal Agrawal, FM 2 - Mr. Srinivasan Ramamurthy, FM 3 - Ms. Nandita Menezes , FM 4 – Mr. Arun Agarwal,FM 5 - Anil Bamboli, FM 6 - Mr. Dhruv Muchhal

Asset Allocation (%)

PORTFOLIO ANALYSIS of HDFC Balanced Advantage Fund - Growth Plan

Top 10 Stocks in portfolio (%)

Top 10 Sectors in portfolio (%)

Key Performance and Risk Statistics of HDFC Balanced Advantage Fund - Growth Plan

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HDFC Balanced Advantage Fund - Growth Plan 9.4 1.7 6.94 1.14 7.27 7.82
Hybrid: Dynamic Asset Allocation - - - - - -

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