HDFC Balanced Advantage Fund-Dividend Monthly HDFC Balanced Advantage Fund-Dividend Monthly HDFC Balanced Advantage Fund-Dividend Monthly HDFC Balanced Advantage Fund-Dividend Monthly - Get latest updates on NAV, Dividends, Returns, Performance, Risks & Portfolio. Invest now! Paisabazaar INR 5000 1 rating rating rating rating rating HDFC Balanced Advantage Fund-Dividend Monthly 4 5

Hybrid Dynamic Asset Allocation


3 Yrs CAGR returns


NAV as on 03 Feb

₹ 20.64 by 0.35 ( 2.26%)

Fund Size (Cr)

₹ 44497.48

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Mutual Funds Terms of Services.

If ₹5000 invested for 1

Estimated returns*

₹ 0

with % annual returns

Direct Funds

Estimated amount

₹ 10,27,000

Regular Funds

Estimated amount

₹ 9,91,000

* The calculator, based on assumed rate of returns, is meant for illustration purposes only.More

The calculations are not based on any judgments of the future return and should not be construed as promise on minimum returns. Information gathered and material used in this calculator is believed to be from reliable sources. Paisabazaar however does not warrant the accuracy, reasonableness and/or completeness of any such information. While utmost care has been exercised while preparing the calculator, Paisabazaar does not warrant the completeness or guarantee that the achieved computations are flawless and/or accurate and disclaims all liabilities, losses and damages arising out of the use or in respect of anything done in reliance of the calculator.

The Scheme seeks to provide long term capital appreciation / income from a dynamic mix of equity and debt investments.

Tax Implications

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.


Top 10 Sectors %
Financial 151.53
Energy 80.67
Construction 33.95
Technology 25.99
Others 19.82
FMCG 17.96
Health Care 15.15
Metals 14.88
Services 11.69
Communication 7.77
Top 10 Sectors %
Banking 9.75
Banking 9.26
Banking 7.86
Banking 7.72
Computer Software 7.01
Banking 6.79
Computer Software 6.67
Banking 6.64
Banking 6.52
Banking 6.15
Fund House HDFC Mutual Fund
Fund Manager Chirag Dagli
Fund Setup Date 20 Jul 2000
Address HDFC House-2nd Floor, H.T. Parekh Marg - 165-166, Backbay Reclamation, Churchgate
Contact 1800 3010 6767 / 1800 419 7676

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