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HDFC Balanced Advantage Fund (IDCW) Hybrid - Equity Oriented

INVEST

Plan: OPEN | Option: Dividend | Gopal Agrawal

26 May 26 | 12:00 AM

35.98 -0.37 (-1.01%)

  • Underperforms

    -1.40%

    Return (1Y)

    underperformed by -4.81%

  • Less Volatile

    0.58%

    Standard Deviation (1Y)

    Lower Hybrid - Equity Oriented by -0.08%

  • Inconsistent

    3/12

    Months

    Has underperformed Hybrid - Equity Oriented

  • Value research rating

    Not Rated

Stock Composition

NAV

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 underperformed by -4.81% (CAGR difference)

-1.40%

Underperforms

This is Alpha

Performance Chart for Rs

Invested in

27 May 2025

Risk

In last 1 year , the volatility of HDFC Balanced Advantage Fund (IDCW) is Lower than by -0.08%

0.58%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 3 out of Last 12 Months, i.e 25% of the times It underperformed its benchmark, Hybrid - Equity Oriented

Consistency Meter

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, the benchmark the benchmark

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