HYBRID

HDFC Balanced Advantage Fund - IDCW Plan

HDFC Mutual Fund · IDCW Payout
ISIN: INF179K01822 · AMFI code: 100120

HDFC Balanced Advantage Fund - IDCW Plan is a Dynamic Asset Allocation or Balanced Advantage hybrid scheme offered by HDFC Mutual Fund. The fund is benchmarked to NIFTY 50 Hybrid Composite Debt 50:50 Index (TRI) and managed by Gopal Agrawal, Srinivasan Ramamurthy, Arun Agarwal, Nandita Menezes, Anil Bamboli, Dhruv Muchhal (overseas).

Quick facts

AMCHDFC Mutual Fund
CategoryHybrid › Dynamic Asset Allocation or Balanced Advantage
Plan and option— · IDCW Payout
Launch dateFebruary 1, 1994
Fund managerGopal Agrawal, Srinivasan Ramamurthy, Arun Agarwal, Nandita Menezes, Anil Bamboli, Dhruv Muchhal (overseas)
BenchmarkNIFTY 50 Hybrid Composite Debt 50:50 Index (TRI)
Minimum investment₹100
Exit loadUpto 15% of units may be redeemed without any exit load from the date of allotment; for redemptions in excess of this limit, an exit load of 1.00% is payable if units are redeemed/switched-out within 1 year from the date of allotment, and no exit load is payable if units are redeemed/switched-out after 1 year from the date of allotment.

Investment objective

To provide long term capital appreciation / income from a dynamic mix of equity and debt investments. There is no assurance that the investment objective of the Scheme will be achieved.

Related plans and options

Documents

Recent changes

Statutory changes (per SEBI addendums)

No statutory changes recorded yet for this scheme. Older addendums issued before this page went live are reflected in the current SID.

Other tracked updates

No tracked field updates yet.

DISCLAIMER

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