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

Plan: OPEN | Option: Dividend | Prashant Jain

21 Sep 21 | 12:00 AM

29.03 0.08 (0.27%)

  • Outperforms

    53.73%

    Return (1Y)

    beaten Hybrid - Equity Oriented by 16.02%

  • More Volatile

    0.92%

    Standard Deviation (1Y)

    Higher than Hybrid - Equity Oriented by 0.27%

  • Not so consistent

    6/12

    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 16.02% (CAGR difference)

53.73%

Outperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

22 Sep 2020

Risk

In last 1 year , the volatility of HDFC Balanced Advantage Fund (IDCW),is Higher than its benchmark, Hybrid - Equity Oriented by 0.27%

0.92%

More Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 6 out of Last 12 Months, i.e 50% 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, 37 Stocks beating the benchmark 38 Stocks not beating the benchmark

View Stock Composition