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Jama - HDFC Balanced Advantage Fund


HDFC Balanced Advantage Fund

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Hybrid-Balanced Advantage
NAV : 342.392
(-1.5570000000000164
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)
AUM : ₹510 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-1.04%-1.5%3.57%13.93%16.59%28.61%13.11%



NAV History



Expense Ratio Trends


Fund Details

An open ended Balanced Advantage Fund
NAV342.392
Launch Date31-12-2012
Min (1st time)₹100
Min (later on)₹100
Min SIP₹500
Expense Ratio87.0%
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₹1,01,771₹1,01,589₹182
After 1 year₹1,13,932₹1,13,148₹784
After 3 years₹2,12,724₹2,08,792₹3,932
After 20 years₹1,53,26,420₹1,35,33,989₹17,92,431

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 :


INVEST NOW

Returns assumed : 28.61% 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