IDFC Balanced Advantage Fund - Direct (G)

IDFC Balanced Advantage Fund - Direct (G)

Moderately HighEquityHybrid
Not Rated
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Scheme Details

0.59%

Expense Ratio

₹2,193 cr

Fund Size

₹5,000

Minimum Lumpsum

₹100

Minimum SIP

Performance

1y
3y
5y
All
Annualized Returns
6.84%
9.81%
10.67%
9.51%
Benchmark Returns
-
-
-
-
Rank Within Category
-
-
-
-

Peer Comparison

Fund Name
IDFC Balanced Advantage Fund - Direct (G)
6.84%
S
Sundaram Emerging Small Cap Series III - Dir (G)
16.36%
S
Sundaram Emerging Small Cap Series II - Dir (G)
4.82%
M
Mirae Asset NYSE FANG+ ETF Fund of Fund - Dir (G)
59.7%
S
Sundaram Emerging Small Cap Series IV - Dir (G)
15.32%

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