Plan: OPEN | Option: Dividend | Gopal Agrawal

24 Apr 24 | 12:00 AM

38.30 0.14 (0.37%)

  • Outperforms

    39.45%

    Return (1Y)

    beaten Hybrid - Equity Oriented by 10.08%

  • More Volatile

    0.50%

    Standard Deviation (1Y)

    Higher than Hybrid - Equity Oriented by 0.04%

  • Consistent

    8/12

    Months

    Has beaten Hybrid - Equity Oriented

  • Value research rating

    Not Rated

Critical Parameters

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Returns

In last 1 year HDFC Balanced Advantage Fund (IDCW), has beaten its benchmark, Hybrid - Equity Oriented by 10.08% (CAGR difference)

39.45%

Outperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

Risk

In last 1 year , the volatility of HDFC Balanced Advantage Fund (IDCW),is Higher than its benchmark, Hybrid - Equity Oriented by 0.04%

0.50%

More Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 8 out of Last 12 Months, i.e 66.67% of the times It has beaten its benchmark, Hybrid - Equity Oriented

Consistency Meter

View Stock Composition