Scheme Objective

To provide long term capital appreciation / income from a dynamic mix of equity and debt investments.

Scheme Details

  • Fund manager(s) – Prashant Jain
  • Launch date – 01-Feb-1994
  • Expense ratio – 1.6% as declared on 28-Feb-2021 (category average is 1.33%)
  • Benchmark - Nifty 50
  • Min SIP amount - ₹500
  • Min investment amount (one time- first time) - ₹5000
  • Min investment amount (addtional purchase) - ₹1000
  • Type : Open Ended Fund. You can invest any time in this fund.

Exit Load

HDFC Balanced Advantage Fund - Growth (Adjusted NAV) charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

  • Gross Profit

  • Exit Charges

  • Net Profit

Tax Rate

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.|If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Contact Details

HDFC Asset Management Co. Ltd.

“HDFC House”, 2nd Floor, H.T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate, Mumbai 400020
Tel no.: 022-6631 6333
Fax no.: 022-2282 1144
Website.: www.hdfcfund.com

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Find us at the office

Darmofal- Broderick street no. 11, 88736 Vatican City, Vatican City

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Meadow Hipsley
+90 293 316 242
Mon - Fri, 8:00-14:00

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