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

Plan: OPEN | Option: Dividend | Gopal Agrawal

09 May 25 | 12:00 AM

38.01 -0.16 (-0.41%)

  • Underperforms

    7.97%

    Return (1Y)

    underperformed Hybrid - Equity Oriented by -0.78%

  • Less Volatile

    0.70%

    Standard Deviation (1Y)

    Lower than Hybrid - Equity Oriented by -0.03%

  • Not so consistent

    4/12

    Months

    Has beaten Hybrid - Equity Oriented

  • Value research rating

    Not Rated
JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9NAVNov 04
JavaScript chart by amCharts 3.20.9HDFC Balanced Advantage Fund (IDCW)

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 its benchmark, Hybrid - Equity Oriented by -0.79% (CAGR difference)

7.97%

Underperforms

This is -ve Alpha
Performance Chart for Rs

Invested in

11 May 2024

JavaScript chart by amCharts 3.20.97.958.008.058.108.158.208.258.308.358.408.458.508.558.608.658.708.758.80
JavaScript chart by amCharts 3.20.9HDFC Balanced Advantage Fund (IDCW) Hybrid - Equity Oriented

Risk

In last 1 year , the volatility of HDFC Balanced Advantage Fund (IDCW),is Lower than its benchmark, Hybrid - Equity Oriented by -0.03%

0.70%

Less Volatile

Risk Meter

JavaScript chart by amCharts 3.20.90.700.710.720.73
JavaScript chart by amCharts 3.20.9HDFC Balanced Advantage Fund (IDCW) Hybrid - Equity Oriented

Peer Comparison on Risk - Return

Consistency

For 4 out of Last 12 Months, i.e 33.33% of the times It has beaten its benchmark, Hybrid - Equity Oriented

Consistency Meter

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9ConsistentInconsistent

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, 50 Stocks beating the benchmark 106 Stocks not beating the benchmark

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9Outperforming StocksUnderperforming Stocks

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