Compare UTI Balanced Advantage Fund vs HDFC Dynamic PE Ratio Fund of Funds
Fund Details
Risk | NA | High |
Rating | 0.0 | 5.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 1.91 | 1 |
NAV | ₹11.92 | ₹38.76 |
Fund Started | 21 Jul 2023 | 17 Jan 2012 |
Fund Size | ₹2977.66 Cr | ₹48.49 Cr |
Exit Load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months. | Exit load of 1% if redeemed within 1 year. |
Returns
1 Year | 17.56% | 17.03% |
3 Year | - | 13.22% |
5 Year | - | 15.55% |
Holding Analysis
Equity | 45.00% | 0.00% |
Cash | 24.45% | 100.00% |
Top Holdings
Top 10 Holdings |
| - |
Fund Manager
Name | Sachin Trivedi | Anil Bamboli |
Start Date | 22 Sep 2016 | 16 Apr 2021 |
About Fund
Description | The scheme seeks to provide long-term capital appreciation and income by investing in a dynamically managed portfolio of equity and debt instruments. | The Scheme seeks capital appreciation by managing the asset allocation between specified equity and debt schemes of HDFC Mutual Fund. |
Launch Date | 21 Jul 2023 | 17 Jan 2012 |
