₹ 86,471.32 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 | 41.47 | 23.22 | 19.14 |
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 | 11.64 |
HDFC Bank Ltd. | 5.8 |
Coal India Ltd. | 3.92 |
Others | 3.64 |
State Bank of India | 3.55 |
ICICI Bank Ltd. | 3.33 |
7.38% GOI 20/06/2027 | 3.18 |
NTPC Ltd. | 3.04 |
Larsen & Toubro Ltd. | 2.43 |
Reliance Industries Ltd. | 2.33 |
Sector | Holdings (%) |
---|---|
Financial | 24.46 |
N/A | 17.8 |
Others | 16.38 |
Sovereign | 14.88 |
Energy | 8.45 |
Materials | 4.28 |
Healthcare | 2.82 |
Automobile | 2.38 |
Construction | 2.32 |
Consumer Staples | 2.05 |