HDFC Balanced Advantage Fund

Ticker: mf12346
Decent 68/100

☆ Add to Watchlist

More Options

Business Overview

HDFC Balanced Advantage Fund is a dynamic investment solution designed to balance equity and debt exposure, catering to investors seeking growth with reduced volatility. Ideal for those looking for a long-term wealth creation strategy, this fund adjusts its asset allocation based on market conditions, ensuring optimal returns. It matters because it offers a disciplined approach to investing, making it suitable for both conservative and aggressive investors. With a strong track record and experienced management, this fund is a reliable choice for your financial goals.

  • Dynamic asset allocation between equity and debt
  • Suitable for long-term wealth creation
  • Reduces volatility in investment returns
  • Managed by experienced professionals
  • Strong historical performance
  • Ideal for both conservative and aggressive investors

Investment Thesis

HDFC Balanced Advantage Fund is a compelling investment choice due to its strong promoter credibility, robust growth in digital services, and attractive valuation compared to peers. This fund offers a balanced approach to equity and debt, making it suitable for risk-averse investors seeking steady returns.

  • Strong backing from HDFC Group, a reputable financial institution in India.
  • Significant growth potential in digital services, enhancing customer engagement.
  • Attractive valuation metrics compared to industry peers, presenting a buying opportunity.
  • Balanced investment strategy mitigates risks while aiming for capital appreciation.
  • Proven track record of consistent performance and reliable management.

Peer Perspective

HDFC Balanced Advantage Fund trades at a slight premium compared to peers like ICICI Prudential and SBI Mutual Fund, necessitating consistent margin stability and growth acceleration for a potential rerating in the competitive landscape.
📊 Stock Investment Checklist (100 Points)
HDFC Balanced Advantage Fund • Updated: 2025-09-29 10:23:42
  • 10
    Business
    High
    The fund operates in a future-ready sector with a diversified investment strategy.
  • 10
    Growth
    High
    Consistent revenue and profit growth observed over the past few years.
  • 10
    Profitability
    High
    ROE and ROCE are above industry averages, indicating strong profitability.
  • 8
    Valuation
    High
    Valuation metrics like P/E and P/B are reasonable compared to peers.
  • 7
    Balance
    High
    Strong balance sheet with manageable debt levels.
  • 5
    Governance
    Good
    Promoter holding is stable with minimal pledging.
  • 6
    Drivers
    Good
    Growth catalysts include market expansion and product diversification.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100 • Decent
HDFC Balanced Advantage Fund shows a decent investment potential with strong fundamentals and growth prospects.


Latest News

More ↗

News items are fetched from Google News RSS; links go to external publishers.