To provide long term capital appreciation / income from a dynamic mix of equity and debt investments.
- Fund manager(s) â€“ Prashant Jain
- Launch date â€“ 01-Feb-1994
- Expense ratio â€“ 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.
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
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%.
HDFC Asset Management Co. Ltd.
â€œHDFC Houseâ€, 2nd Floor, H.T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate, Mumbai 400020
Tel no.: 022-6631 6333
Fax no.: 022-2282 1144
Find us at the office
Darmofal- Broderick street no. 11, 88736 Vatican City, Vatican City
Give us a ring
+90 293 316 242
Mon - Fri, 8:00-14:00