Plan: OPEN | Option: Dividend | Gopal Agrawal

27 Mar 24 | 12:00 AM

37.34 -0.20 (-0.53%)

  • Outperforms

    40.96%

    Return (1Y)

    beaten Hybrid - Equity Oriented by 10.97%

  • More Volatile

    0.50%

    Standard Deviation (1Y)

    Higher than Hybrid - Equity Oriented by 0.04%

  • Consistent

    9/12

    Months

    Has beaten Hybrid - Equity Oriented

  • Value research rating

    Not Rated

Critical Parameters

Everyone of us wants to create wealth by investing in top funds. Have a look at the key parameters that you need to check before deciding to invest in a mutual fund.

Returns

In last 1 year HDFC Balanced Advantage Fund (IDCW), has beaten its benchmark, Hybrid - Equity Oriented by 10.97% (CAGR difference)

40.96%

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 9 out of Last 12 Months, i.e 75% of the times It has beaten its benchmark, Hybrid - Equity Oriented

Consistency Meter

View Stock Composition