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

Plan: OPEN | Option: Growth | Gopal Agrawal

04 Dec 23 | 12:00 AM

410.56 5.53 (1.37%)

  • Outperforms

    24.75%

    Return (1Y)

    beaten Hybrid - Equity Oriented by 9.93%

  • 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

Scheme Trivia

  • HDFC Growth Fund (G) fund has been given the 6th best Risk adjusted performance for the past 5Y in the Equity - Diversified category

  • HDFC Growth Fund (G) fund has been given the 6th best Risk adjusted performance for the past 3Y in the Equity - Diversified category

  • HDFC Growth Fund (G) fund has been given the 6th best Risk adjusted performance for the past 1Y in the Equity - Diversified category

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 (G), has beaten its benchmark, Hybrid - Equity Oriented by 9.93% (CAGR difference)

24.75%

Outperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

05 Dec 2022

Risk

In last 1 year , the volatility of HDFC Balanced Advantage Fund (G),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, 98 Stocks beating the benchmark 43 Stocks not beating the benchmark

View Stock Composition