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HDFC Balanced Advantage Fund (IDCW) Hybrid - Equity Oriented
INVEST

Plan: OPEN | Option: Dividend | Gopal Agrawal

06 Dec 23 | 12:00 AM

35.34 0.10 (0.28%)

  • Outperforms

    25.10%

    Return (1Y)

    beaten Hybrid - Equity Oriented by 9.92%

  • More Volatile

    0.45%

    Standard Deviation (1Y)

    Higher than Hybrid - Equity Oriented by 0.02%

  • Consistent

    11/12

    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 9.92% (CAGR difference)

25.10%

Outperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

07 Dec 2022

Risk

In last 1 year , the volatility of HDFC Balanced Advantage Fund (IDCW),is Higher than its benchmark, Hybrid - Equity Oriented by 0.02%

0.45%

More Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 11 out of Last 12 Months, i.e 91.67% of the times It has beaten its benchmark, Hybrid - Equity Oriented

Consistency Meter

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, 94 Stocks beating the benchmark 47 Stocks not beating the benchmark

View Stock Composition