HDFC Balanced Advantage Fund

Dynamic Asset Allocation / BAFHybrid Rank 9 of 34

NAV · Direct-Growth

₹546.11-3.81-0.69%

As of 1 Oct 2026 · AMFI

NAV growth-2.6%

Oct ’25Oct ’26

Arthkar verdictSolid on the numbers

Returns

Mixed vs category

2 of 3 periods ahead

Consistency

Strong

positive in 11 of 12 years

Beats its Dynamic Asset Allocation / BAF category on 3Y & 5Y but trails on 1Y.

1Y return

-2.9%

-5.7 vs cat

3Y CAGR

+10.3%

+1.0 vs cat

5Y CAGR

+13.0%

+5.1 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

10.8%

3Y std dev

Go deeper on HDFC Balanced Advantage Fund

Two data-only views, computed from this fund's real NAV history — no projections.

HDFC Balanced Advantage Fund SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.HDFC Balanced Advantage Fund real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

HDFC Balanced Advantage Fund is a Dynamic Asset Allocation / BAF scheme from HDFC. Long-run track record: about 13.0% CAGR over 5 years. Worst historical drawdown: -34% in Mar 2020, recovered in 9 months.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF179K01WA6

NAV (Direct-Growth)

₹546.1120

Last 1Y

-2.61%

Oct 25Min ₹524.73 · Max ₹584.22 · 247 ptsOct 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Mar 2020

-34.2%

Peak ₹216.72 on 4 Jul 2019 → trough ₹142.61 on 23 Mar 2020 (9 months down).

Recovered in 9 months· 3 Dec 2020

Aug 2013

-24.2%

Peak ₹98.64 on 21 Jan 2013 → trough ₹74.74 on 9 Aug 2013 (7 months down).

Recovered in 8 months· 1 Apr 2014

Feb 2016

-23.4%

Peak ₹145.59 on 14 Apr 2015 → trough ₹111.58 on 25 Feb 2016 (11 months down).

Recovered in 4 months· 6 Jul 2016

Dec 2016

-14.0%

Peak ₹161.47 on 31 Oct 2016 → trough ₹138.82 on 26 Dec 2016 (2 months down).

Recovered in 1 months· 26 Jan 2017

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	-2.08%	-1.86%	29/ 41
1M	-4.00%	-3.39%	32/ 41
3M	-4.32%	-2.64%	37/ 41
6M	+2.84%	+7.63%	32/ 41
YTD	-5.80%	+0.17%	36/ 40
1Y	-2.95%	+2.71%	35/ 40
2Y	+0.01%	+1.91%	30/ 39
3Y	+10.30%	+9.26%	9/ 34
5Y	+12.98%	+7.90%	1/ 24
7Y	+15.69%	+10.24%	1/ 21
10Y	+13.68%	+8.62%	1/ 15

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