₹ 83,548.61 Cr
1.38%
NIFTY 50 Hybrid Composite debt 50:50 Index
INF179K01830
100.0
100.0
500
Anil Bamboli, Gopal Agrawal, Arun Agarwal, Srinivasan Ramamurthy, Nirman S. Morakhia, Dhruv Muchhal
Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
---|---|---|---|
HDFC Balanced Advantage Fund - Growth Plan | 38.37 | 24.14 | 19.42 |
Benchmark | - | - | - |
Equity
Debt
Others
The scheme is aimed at generating long-term capital appreciation by investing 80-100 per cent of its assets in equity and equity-related instruments. Exposure to debt and money market instruments would be around 20 % of the corpus. Relatively high exposure to sectors and companies that are doing well or are expected to do well; avoiding significant exposure to cyclicals.
Company | Holdings (%) |
---|---|
Others | 11.88 |
HDFC Bank Ltd. | 5.96 |
Coal India Ltd. | 3.87 |
State Bank of India | 3.66 |
Others | 3.62 |
ICICI Bank Ltd. | 3.54 |
7.38% GOI 20/06/2027 | 3.28 |
NTPC Ltd. | 3.27 |
Larsen & Toubro Ltd. | 2.47 |
Reliance Industries Ltd. | 2.47 |
Sector | Holdings (%) |
---|---|
Financial | 25.7 |
Others | 15.81 |
Sovereign | 14.97 |
N/A | 14.82 |
Energy | 9.45 |
Materials | 4.25 |
Healthcare | 3.05 |
Automobile | 2.42 |
Construction | 2.35 |
Consumer Staples | 2.16 |