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HDFC Mutual Fund
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HDFC Balanced Advantage Fund

HDFC Mutual Fund

4.5(19,870 reviews)
hybrid
Balanced Advantage / Dynamic Asset Allocation
Moderate Risk
India's most popular hybrid fund

What this means for you

If you invested Rs 10,000/month for 5 years, it would have grown to about Rs 9.5 lakhs (you put in Rs 6 lakhs). Automatically shifts between stocks and bonds based on market conditions. Less scary during market crashes.

NAV412.34
AUM68,450 Cr
Expense Ratio0.73%
Min SIP500
Min Lumpsum5,000
Exit Load1% if redeemed within 1 year
Expense ratio higher than 71% of funds3-yr returns is about average

Returns

PeriodReturns (%)
1 Year+16.8%
3 Years+18.5%
5 Years+17.2%
10 Years+13.8%

Risk Level

Moderate

Fund Information

Fund ManagerAnil Bamboli
BenchmarkNIFTY 50 Hybrid Composite Debt 50:50 Index
Exit Load1% if redeemed within 1 year

User Reviews for HDFC Balanced Advantage Fund

Reviews reflect individual user experiences and may not represent all users. RupeeLens is a financial comparison platform. We do not provide financial advice.

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Disclaimer: Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. Past performance is not indicative of future returns. The NAV, returns, and other data shown on this page are indicative and based on publicly available information. Actual values may vary. Please verify all details directly with HDFC Mutual Fund before investing. RupeeLens may receive compensation when you invest through our links, but this does not affect our editorial ratings or comparisons. RupeeLens is a financial comparison platform. We do not provide financial advice. © 2026 RupeeLens. All rights reserved.

RupeeLens is a financial product comparison platform, not a financial advisor, lender, or insurance agent. We do not endorse any product. Information shown is indicative — verify with the provider before applying. Mutual fund investments are subject to market risks; past performance does not guarantee future results. Read our full Disclaimer.

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