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Price History (NAV)

Performance Metrics (3 Year)

3Y CAGR

10%

Category avg 5.4%

Fund size

₹20,256 Cr

Assets under management

Sharpe

0.53

Risk-adjusted return (3Y)

Max drawdown

4.3%

Peak-to-trough decline (3Y)

Beta

N/A

Market sensitivity (3Y)

SIP / returns estimator

Estimation is based on the past performance of this fund

₹
Select Duration
Yrs
1 Yr30 Yrs
Expected Rate of Return
%
1%30%

Total Corpus After 7 Year(s)

@12.0% p.a. returns

Total Corpus₹6.60 L
Invested

₹4.20 L

Returns

+₹2.40 L

Fund FAQs

Frequently asked questions about HDFC Balanced Advantage Fund - Growth Plan - Direct Plan

Answers use the latest facts on this page and Qonfido’s peer-group tiers. They are research aids, not personalised investment advice. How ratings work

What is the NAV of HDFC Balanced Advantage Fund - Growth Plan - Direct Plan today?

As of 2026-10-13, the NAV of HDFC Balanced Advantage Fund - Growth Plan - Direct Plan shown on Qonfido is ₹548.714. Mutual fund NAVs are typically published for each market day; always check the as-of date before acting.

Is HDFC Balanced Advantage Fund - Growth Plan - Direct Plan a good fund?

Qonfido currently places HDFC Balanced Advantage Fund - Growth Plan - Direct Plan in the Standard tier within the Dynamic Asset Allocation / Balanced Advantage Fund peer group. Standard tier means the fund is broadly in line with category peers on Qonfido’s scorecard. This is a peer-group research signal—not a buy recommendation, suitability assessment, or guarantee of future returns. See Qonfido’s fund rating methodology for how tiers are built and their limits.

Is HDFC Balanced Advantage Fund - Growth Plan - Direct Plan a good fit for me?

Whether HDFC Balanced Advantage Fund - Growth Plan - Direct Plan is a good fit depends on your goals, risk tolerance, time horizon, tax situation, and the rest of your portfolio—not on a single fund page. Qonfido does not provide personalised SEBI-registered investment advice here. Use AI Fund Discovery to explore alternatives, or consult a licensed advisor for suitability.

What is the 3-year return of HDFC Balanced Advantage Fund - Growth Plan - Direct Plan?

The 3-year CAGR shown for HDFC Balanced Advantage Fund - Growth Plan - Direct Plan on Qonfido is 10.0% (category average about 5.4% for Dynamic Asset Allocation / Balanced Advantage Fund where available). Past performance is not indicative of future results and does not mean the fund is suitable for you.

Which category does HDFC Balanced Advantage Fund - Growth Plan - Direct Plan belong to?

HDFC Balanced Advantage Fund - Growth Plan - Direct Plan is a Dynamic Asset Allocation / Balanced Advantage Fund scheme from HDFC Mutual Fund. You can compare Qonfido-rated peers on the Best Balanced Advantage funds category (/best-balanced-advantage-funds) and on the Dynamic Asset Allocation / Balanced Advantage Fund category page.

How can I explore HDFC Balanced Advantage Fund - Growth Plan - Direct Plan further on Qonfido?

Reported fund size (AUM) for HDFC Balanced Advantage Fund - Growth Plan - Direct Plan is about ₹20,256 Cr. AUM is context only and does not predict returns. On Qonfido you can review the fact card, open related best-fund categories, try the SIP calculator with this scheme, or ask AI Fund Discovery for peer comparisons—still as research support, not personalised advice.

Explore HDFC Mutual Fund

See schemes, AUM, Qonfido Premier picks, and ask Qonfido about this fund house.