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5h agoHDFC Balanced Advantage Fund – Adaptive Hybrid Equity/Debt Allocation
The HDFC Balanced Advantage Fund, a hybrid scheme using dynamic asset allocation between equities and debt, has an AUM of ~₹1,01,080 crore and expense ratio ~1.33%. Equity allocation is ~66.8% (44.6% large‑cap, 4.8% mid‑cap, 4.4% small‑cap) and ~27.4% debt as of 2025. The fund’s 3‑year annualised return is ~18.9%, while the hybrid category average is ~14%. The scheme suits investors seeking equity‑like returns with reduced drawdown via allocation flexibility. Top holdings include leading large‑cap companies across sectors.
Explore:High Return Equity Mutual Fund
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5h agoHDFC Balanced Advantage Fund – Adaptive Hybrid Equity/Debt Allocation
The HDFC Balanced Advantage Fund, a hybrid scheme using dynamic asset allocation between equities and debt, has an AUM of ~₹1,01,080 crore and expense ratio ~1.33%. Equity allocation is ~66.8% (44.6% large‑cap, 4.8% mid‑cap, 4.4% small‑cap) and ~27.4% debt as of 2025. The fund’s 3‑year annualised return is ~18.9%, while the hybrid category average is ~14%. The scheme suits investors seeking equity‑like returns with reduced drawdown via allocation flexibility. Top holdings include leading large‑cap companies across sectors.
Explore:Mutual Fund Themes
about 6 hours ago
1 min read
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HDFC Balanced Advantage Fund offers ~18.9% 3‑yr returns vs ~14% category avg; equity‑heavy hybrid strategy with dynamic allocation.
The HDFC Balanced Advantage Fund, a hybrid scheme using dynamic asset allocation between equities and debt, has an AUM of ~₹1,01,080 crore and expense ratio ~1.33%. Equity allocation is ~66.8% (44.6% large‑cap, 4.8% mid‑cap, 4.4% small‑cap) and ~27.4% debt as of 2025. The fund’s 3‑year annualised return is ~18.9%, while the hybrid category average is ~14%. The scheme suits investors seeking equity‑like returns with reduced drawdown via allocation flexibility. Top holdings include leading large‑cap companies across sectors.
The HDFC Balanced Advantage Fund, a hybrid scheme using dynamic asset allocation between equities and debt, has an AUM of ~₹1,01,080 crore and expense ratio ~1.33%. Equity allocation is ~66.8% (44.6% large‑cap, 4.8% mid‑cap, 4.4% small‑cap) and ~27.4% debt as of 2025. The fund’s 3‑year annualised return is ~18.9%, while the hybrid category average is ~14%. The scheme suits investors seeking equity‑like returns with reduced drawdown via allocation flexibility. Top holdings include leading large‑cap companies across sectors.
Companies:
HDFC Mutual Fund
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mutual_funds
balanced advantage
mutual_funds
balanced advantage
hybrid fund
HDFC
India
Nov 7, 2025 • 15:40 IST