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HDFC Balanced Advantage Fund (IDCW) - Reinvestment

HDFC Balanced Advantage Fund (IDCW) - Reinvestment

Hybrid | Balanced Advantage
Returns 0.41% annually for last 1 yr
NAV on 18 Jun 2026₹36.61
Min SIP Amount₹100

About HDFC Balanced Advantage Fund (IDCW) - Reinvestment

HDFC Balanced Advantage Fund (IDCW) - Reinvestment has an Asset Under Management (AUM) of Rs. 104016.21 Cr as on 2026-06-18. The fund has an expense ratio of 1.28, which is quite reasonable as compared to most other Hybrid mutual fund schemes.

Key features of HDFC Balanced Advantage Fund (IDCW) - Reinvestment

HDFC Balanced Advantage Fund (IDCW) - Reinvestment is a Hybrid mutual fund scheme from HDFC Mutual Fund. This fund has been launched on 2000-07-20. The sub-category of this fund is Balanced Advantage. The 1-year, 3-year and 5-year returns of this fund were 0.41, 14.23 and 14.94 respectively.

Fund age
25 years11 months
AUM
₹ 1,04,016.21 Cr
Lock-in Period
0
Exit Load
1.00% - If Units are redeemed / switched-out within 1 years from the date of allotment. NIL - If Units are redeemed / switched-out after 1 years from the date of allotment.
Expense ratio
1.28%
Tax Implications

Withdrawal after 3 years: 12.5% tax on gains above ₹1.25 lakhs per financial year

Withdrawal within 2 years: Tax on gains as per income tax bracket Withdrawal after 2 year: 12.5% without indexation benefits

Withdrawal within 1 year: 20% tax on gains Withdrawal after 1 year: 12.5% tax on gains above ₹1.25 lakhs per financial year

Calculate your SIP value

Total value

₹58,08,477

94% growth in 10 years

Estimated returns

₹28,08,477

Invested Amount

₹30,00,000

Investment Type

Investment Amount

₹ 

Tenure (in years)

 years

Expected Return

 %

Returns (by years)

Estimated Returns
Invested Amount

Very High

Your investment will be at Very High risk

Sector NameAllocation
Debt29.56%
Banks17.7%
Petroleum Products5.36%
IT-Software5.29%
Pharmaceuticals & Biotech4.78%
Automobiles3.47%

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