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HDFC Balanced Advantage Fund - Growth Plan

HDFC · Balanced Advantage
Moderate
₹520.74
Current NAV
25 Jun 2026
10.6%
1Y Return
10.1%
3Y CAGR
11.1%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.66).
  • Generates significant excess returns relative to benchmark index (Alpha: 5.66).
  • Very large asset base (AUM: ₹10,710 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Higher expense ratio (1.86%) which can affect compounding over long horizons.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
1.66
Sharpe Ratio
0.66
Beta
5.66
Alpha
2.26
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Fund Details
Fund House HDFC
Category Balanced Advantage
AUM ₹10710 Cr
Expense Ratio 1.86%
Min SIP ₹500
Min Lumpsum ₹1000
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