IDFC Balanced Advantage Fund
An open ended dynamic asset allocation fund
A fund that ‘Dynamically’ invests between Equity and Debt based on the model that tracks market valuation, buying less equity when markets are expensive and more when markets are cheap.
- Min Investment 5,000
- Min SIP Amount 100
- Exit Load
In respect of each purchase of Units:
- For 10% of investment: Nil
- For remaining investment: 1% if redeemed/ switched
out within 1 year from the date of allotment (w.e.f. July 5, 2017)
Scheme is suitable for a minimum investment horizon of more than 3 years
Tier 1 Benchmark : NIFTY 50 Hybrid Composite debt 50:50 IndexAlternate Benchmark : Nifty 50 TRI
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Performance as on 31st July 2022
Scheme Names | CAGR Returns (%) | Current value of Investment of 10,000 | ||||||||
---|---|---|---|---|---|---|---|---|---|---|
1 year | 3 year | 5 year | 10 year | 10/10/2014 Since inception | 1 year | 3 year | 5 year | 10 year | 10/10/2014 Since inception | |
IDFC Balanced Advantage Fund - Regular Plan - Growth | 0.80 | 10.23 | 7.79 | N.A. | 7.57 | 10,080 | 13,397 | 14,555 | N.A. | 17,670 |
6.37 | 12.37 | 10.17 | 11.37 | 10.38 | 10,635 | 14,184 | 16,222 | 29,366 | 21,618 | |
10.13 | 16.70 | 12.75 | 14.28 | 11.90 | 11,013 | 15,898 | 18,230 | 38,045 | 24,052 | |
^ Tier 1 Benchmark | ^^ Alternate Benchmark | ^^^ Tier 2 Benchmark |
This fund is managed by Mr. Sachin Relekar (w.e.f 01/03/2022), Brijesh Shah (w.e.f 16/07/2022) & Sumit Agrawal (w.e.f 01/03/2017)
View fund performance of other funds managed by Mr. Sachin Relekar , Brijesh Shah, Sumit Agrawal
Past performance may or may not be sustained in future.
Regular and Direct Plans have different expense structure. Direct Plan shall have a lower expense ratio excluding distribution expenses, commission expenses etc.
Taxation:
For taxation, please refer the link : https://bit.ly/3a5CcbE
IDFC Balanced Advantage Fund
(Scheme Risk-o-meter)

NIFTY 50 Hybrid Composite debt 50:50 Index
(Tier 1 Benchmark Risk-o-meter)

This product is suitable for investors who are seeking* :
- To create wealth over long term.
- Dynamic allocation towards equity, derivatives, debt and money market instruments.
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