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HybridDynamic Asset Allocation or Balanced AdvantageDirect · Growth

HDFC Balanced Advantage Fund - Growth Plan - Direct Plan

HDFC · Scheme 118968

₹572.38▼ 0.30%NAV · 2026-09-18
64
Decent FundScore
Start SIP
AUM
₹1,07,766 cr
Expense ratio
0.77%
3Y CAGR
13.4%
Risk level
High
Min SIP
₹100
Benchmark
CRISIL Hybrid 50+50 - Moderate Index
Fund manager: Srinivas Rao RavuriExit load: Exit Load for units in excess of 15% of the investment,1% will be charged for redemption within 1 year.
Decent · 64/100

A solid option with a few areas worth a closer look.

🎯 A middle-ground option — some growth with a cushion, good for moderate risk appetite.

📈 Why it could do well

  • ✓Strong long-term record — 15.8% CAGR over 5 years.
  • ✓Very consistent — delivers dependably across market cycles, ideal for SIPs.
  • ✓3Y CAGR: +13.4%
  • ✓Positive 3Y windows: 98% of rolling 3Y windows positive

📉 What could drag it down

  • •1Y return: +2.8%
  • •1Y return vs category: -2.3% vs category avg

FundScore breakdown

64/100 · Decent
How it works →
67
Returns
Decent
88
Consistency
Excellent
35
Risk-adjusted
Weak
48
Downside protection
Average
74
Cost efficiency
Strong
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.