Investment type
HDFC Balanced Advantage Fund - Direct (G) is a mutual fund under the Popular Funds category, managed by HDFC Mutual Fund. It was launched on 10 Dec 1999, and has been active for over 26 years. As of 31 Mar 2025 the fund manages assets worth ₹100,299 Crores. The expense ratio is 0.77%.
This fund generated returns of 6.48% in the last 1 year. Since its inception, it has provided an average annual return of 15.84%.
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, Reliance Industr, TREPS and Infosys.
Aims to generate long term capital appreciation from a portfolio that is invested predominantly in equity and equity related instruments.
Risk varies based on fund type – equity funds carry higher risk, while liquid funds are low-risk.
Yes, if you are looking for steady growth with a reasonable level of risk involved.
These funds are Ideal for both short-term (liquid funds) and long-term (equity and hybrid funds) investors, depending on the specific fund chosen.
Yes, these popular funds are generally liquid, though early withdrawal may affect returns depending on market conditions.
Varies for each fund, depending on its category.
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