Investment type
HDFC Balanced Advantage Fund - Direct (G) is a mutual fund under the Growth category, managed by HDFC Mutual Fund. It was launched on 10 Dec 1999, and has been active for over 26 years. As of 30 Jun 2025 the fund manages assets worth ₹102,790 Crores. The expense ratio is 0.75%.
This fund generated returns of 4.08% in the last 1 year. Since its inception, it has provided an average annual return of 15.79%.
The fund's investments are mainly concentrated in sectors like Debt, Banks, IT-Software, Petroleum Products and Pharmaceuticals & Biotech.
The top five holdings in this fund include prominent companies such as HDFC Bank, ICICI Bank, TREPS, Reliance Industr and Bharti Airtel.
Aims to generate long term capital appreciation from a portfolio that is invested predominantly in equity and equity related instruments.
Growth funds carry higher risk since they invest in stocks expected to grow quickly, which can be volatile.
Yes, if you are looking for long-term capital appreciation and can handle short-term market ups and downs.
It’s recommended to hold growth funds for at least five years to benefit from potential growth.
Yes, you can, but long-term holding is advised for best results.
Growth funds usually have moderate to high expense ratios, around 1% to 2%, due to active management.
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