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HDFC Balanced Advantage Fund - IDCW Plan - Direct Plan

HDFC Mutual FundOpen Ended SchemesHybrid Scheme - Dynamic Asset Allocation or Balanced Advantage

Current NAV

42.1540

0.12% (1D)

As on 03-06-2026

NAV History

Performance

Returns based on historical NAV data

PeriodReturnsType
1 Month-2.69%Absolute
3 Months-3.59%Absolute
6 Months-7.97%Absolute
1 Year-7.37%CAGR
3 Years+7.14%CAGR
5 Years+6.54%CAGR
* Returns above 1 year are annualized (CAGR). Below 1 year are absolute returns.

About HDFC Balanced Advantage Fund - IDCW Plan - Direct Plan

HDFC Balanced Advantage Fund - IDCW Plan - Direct Plan is managed by HDFC Mutual Fund. It is classified as a Open Ended Schemes scheme under the Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage category.

The fund's current Net Asset Value (NAV) is 42.1540 as of 03-06-2026. NAV represents the per-unit market value of the fund and is calculated at the end of each business day.

Over the past year, the fund has delivered a return of -7.37% (CAGR). The 5-year annualized return stands at +6.54%.

Fund Details

  • Fund HouseHDFC Mutual Fund
  • Scheme TypeOpen Ended Schemes
  • CategoryHybrid Scheme - Dynamic Asset Allocation or Balanced Advantage
  • Scheme Code118969
  • ISIN (Growth)INF179K01VY8
  • ISIN (Div.)INF179K01VZ5

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Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. The NAV and returns shown are historical and do not guarantee future performance.