IDFC Balanced Advantage Fund (IDCW)

IDFC Balanced Advantage Fund (IDCW)

Moderately HighEquityHybrid

Scheme Details

2.11%

Expense Ratio

₹2,193 cr

Fund Size

₹5,000

Minimum Lumpsum

₹100

Minimum SIP

Performance

1y

3y

5y

All

Annualized Returns

5.47%

9.08%

9.6%

8.06%

Benchmark Returns

-

-

-

-

Rank Within Category

-

-

-

-

Peer Comparison

Fund Name

IDFC Balanced Advantage Fund (IDCW)

Holdings

Holdings

Sector Wise

TBILL-182D

11.45%

GSEC

10.28%

HDFC Bank

8.41%

ICICI Bank

6.34%

Infosys

4.84%

Fund Manager

A

Arpit Kapoor

S

Sumit Agrawal

A

Arvind Subramanian