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Jama - HDFC Balance Advantage Fund


HDFC Balance Advantage Fund

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Hybrid-Balanced-Advantage
NAV : 298.834
(-0.49200000000001864
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)
AUM : ₹36,491 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-2.04%-1.2%5.21%29.61%16.92%13.99%15.2%



NAV History



Expense Ratio Trends


Fund Details

An open ended Balanced Advantage Fund
NAV298.834
Launch Date-
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP₹500
Expense Ratio2.27%
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₹1,02,570₹1,02,418₹152
After 1 year₹1,29,606₹1,28,842₹765
After 3 years₹1,48,130₹1,45,416₹2,715
After 20 years₹13,72,861₹12,13,596₹1,59,265

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 :


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Returns assumed : 13.99% Past 3 yr Data




Fund Objective:
To provide long term capital appreciation / income from a dynamic mix of equity and debt investments.
Fund Manager:
Mr. Prashant Jain, Amar Kalkundrikar