This fund invests in both equity and debt in nearly equal (balanced) proportion. Fund objective is to invest 40-60% in equity-related instruments and remaining in debt. Aim to achieve wealth appreciation in the long-run and generate income in the short-run via a balanced portfolio.

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This fund invests in both equity and debt in nearly equal (balanced) proportion. Fund objective is to invest 40-60% in equity-related instruments and remaining in debt. Aim to achieve wealth appreciation in the long-run and generate income in the short-run via a balanced portfolio.

HDFC Balance Advantage Fund


Hybrid-Balanced-Advantage

Returns 3Y

12.6%

Returns 5Y

10.94%

Min Order

₹5,000

Min SIP

₹500

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.

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SIP

Who should invest in

These funds are suitable for investors with a moderate risk profile.


How long should you stay invested in ?

Medium-term investment horizon of at least 5 years to 7 years


How to invest in ?

You can click on the Balanced Advantage Hybrid Funds link in Jama.co.in and choose the desired fund. You can also take your free risk profile assessment which then advises you on the percentage asset allocation you should have inBalanced Advantage Hybrid Funds. Click on invest button from there and continue to make the investment.

Invest only in direct plans of small cap funds and take the advice of a SEBI Registered Investment advisor to invest in the right funds.




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