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Jama - HDFC Balance Advantage Fund


HDFC Balance Advantage Fund

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Hybrid_Balanced Advantage
NAV : 322.226
(+2.605000000000018
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)
AUM : ₹36,491 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-2.23%7.61%5.83%9.66%31.41%16.3%13.01%



NAV History



Expense Ratio Trends


Fund Details

An open ended Balanced Advantage Fund
NAV322.226
Launch Date-
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP₹500
Expense Ratio96.0%
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₹1,02,876₹1,02,707₹170
After 1 year₹1,09,664₹1,08,966₹698
After 3 years₹1,57,320₹1,54,469₹2,851
After 20 years₹20,50,657₹18,15,260₹2,35,397

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 : 16.3% 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