HDFC Balanced Advantage Fund(G)
View the direct plan of this scheme
Rs 497.854 -4.762(-0.947 %) NAV as on 20 Dec 2024Scheme Objective: To provide long term capital appreciation / income from a dynamic mix of equity and debt investments.
Performance (As on 20 Dec 2024)
6 month returns | 1 year returns | 3 year returns | 5 year returns | Returns since inception | |
---|---|---|---|---|---|
Scheme | 1.87 % | 19.43 % | 22.98 % | 19.83 % | 17.45 % |
Portfolio
Balanced advantage funds invest in stocks, but hedge part of this exposure through derivatives. They also maintain a portion of their portfolio in debt instruments. These funds shift allocations to equity, derivatives and debt based on market movement and valuations. These funds offer lower-risk participation to equity and are less volatile than even aggressive hybrid funds.
These funds suit all investors, but especially conservative investors who wish for low-volatile equity exposure. These funds need to be held for a minimum of 1.5 years.