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Jama - HDFC Balanced Advantage Fund


HDFC Balanced Advantage Fund

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Hybrid-Balanced Advantage
NAV : 407.362
(+0.49900000000002365
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)
AUM : ₹510 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
2.67%10.36%19.93%23.14%19.12%30.52%16.02%



NAV History



Expense Ratio Trends


Fund Details

An open ended Balanced Advantage Fund
NAV407.362
Launch Date31-12-2012
Min (1st time)₹100
Min (later on)₹100
Min SIP-
Expense Ratio84.0%
Exit Load : In respect of each purchase / switch-in of units, an Exit load of 1.00% is payable if units are redeemed / switchedout within 1 year from the date of allotment. l no Exit load is payable if units are redeemed / switchedout after 1 year from the date of allotment.


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,09,513₹1,09,351₹162
After 1 year₹1,23,141₹1,22,336₹805
After 3 years₹2,22,324₹2,18,185₹4,139
After 20 years₹2,05,70,366₹1,81,48,185₹24,22,181

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


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Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


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Returns assumed : 30.52% Past 3 yr Data




Fund Objective:
To provide long term capital appreciation / income from a dynamic mix of equity and debt investments.
Fund Manager:
Gopal Agrawal