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HDFC Balanced Advantage Fund - Growth Plan HDFC Balanced Advantage Fund - Growth Plan

HDFC Balanced Advantage Fund - Portfolio Analysis

  • ₹501.07 (-2.93%)

    Current NAV 11-11-2024

  • 29.35%

    Returns

  • Min. SIP ₹100

    Min. Investment ₹100

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Overview Returns Risk Portfolio Investment Details Fund Suitability Test Fund Suitability Test

Asset Allocation (As on 30-Jun-2024)

Allocation of Equity and Debt Asset Classes.

  • Equity 65.25%
  • Debt 28.8%
  • Others 5.95%

Market Cap Allocation Of Equity

Shows Distribution among Different Size Companies.

Category Allocation
Large Cap 51.6
Small Cap 7.44
Mid Cap 6.11
Others 0.1

Sector Allocation of Equity

Weightage of Portfolio Among Different Sectors.

Banks

Petroleum Products

Construction

Finance

IT - Software

Power

Consumable Fuels

Pharmaceuticals & Biotechnology

Aerospace & Defense

Automobiles

Diversified FMCG

Telecom - Services

Industrial Manufacturing

Gas

Auto Components

Transport Infrastructure

Insurance

Agricultural, Commercial & Construction Vehicles

Electrical Equipment

Consumer Durables

Oil

Diversified Metals

Industrial Products

Ferrous Metals

Chemicals & Petrochemicals

Healthcare Services

Transport Services

Entertainment

Cement & Cement Products

Non - Ferrous Metals

Food Products

Metals & Minerals Trading

Fertilizers & Agrochemicals

Capital Markets

Leisure Services

Realty

Financial Technology (Fintech)

Retailing

Personal Products

Agricultural Food & other Products

Current Stocks Holdings of Equity

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
12-Nov-2024
Holdings PE Ratio
12-Nov-2024
1Y Return
HDFC Bank Ltd. Large Cap Banks (18.93) 6.13% 18.98 14.53%
Coal India Ltd. Large Cap Consumable Fuels (18.55) 3.64% 7.07 24.78%
State Bank of India Large Cap Banks (11.5) 3.51% 10.3 42.12%
ICICI Bank Ltd. Large Cap Banks (18.93) 3.5% 18.5 34.75%
NTPC Limited Large Cap Power (23.3) 3.1% 16.72 55.57%
Reliance Industries Ltd. Large Cap Petroleum Products (16.81) 2.6% 25.31 9%
Larsen and Toubro Ltd. Large Cap Construction (40.91) 2.49% 37.28 17.44%
Infosys Limited Large Cap IT - Software (37.33) 2.32% 28.68 34.08%
ITC Ltd. Large Cap Diversified FMCG (29.05) 2.02% 28.71 7.49%
Axis Bank Ltd. Large Cap Banks (24.43) 1.95% 28.68 29.81%
Bharti Airtel Ltd. Large Cap Telecom - Services (165.63) 1.67% 73.45 65.83%
Tata Consultancy Services Ltd. Large Cap IT - Software (37.33) 1.41% 31.88 24.47%
Power Finance Corporation Ltd. Large Cap Finance (15.75) 1.31% 7.43 57.02%
REC Limited. Large Cap Finance (15.75) 1.22% 9.11 55.81%
Sun Pharmaceutical Industries Ltd. Large Cap Pharmaceuticals & Biotechnology (48.41) 1.07% 39.07 52.45%
Tata Motors Ltd. Large Cap Automobiles (95.46) 1.05% 40.82 136.49%
Lupin Ltd. Mid Cap Pharmaceuticals & Biotechnology (132.95) 1.04% 167.31 197.56%
Bharat Petroleum Corporation Ltd. Large Cap Petroleum Products (16.81) 1.01% 10.23 61.03%
Mahindra & Mahindra Ltd. Large Cap Automobiles (30.47) 1.01% 30.19 88.72%
GAIL (India) Ltd. Large Cap Gas (16.93) 1% 11.07 53.68%
Bharat Dynamics Limited Mid Cap Aerospace & Defense 0.98% - 0%
Bank of Baroda Large Cap Banks (11.5) 0.95% 6.52 29.19%
Hindustan Aeronautics Limited Large Cap Aerospace & Defense (47.47) 0.9% 34.31 104.06%
Titagarh Wagons Limited Small Cap Industrial Manufacturing (59.55) 0.87% 51.3 44.47%
Hindustan Petroleum Corp. Ltd. Mid Cap Petroleum Products (16.81) 0.74% 19.02 87.58%
Techno Electric & Engin. Co. Ltd. Small Cap Construction (19.24) 0.74% 27.37 121.03%
Gujarat Pipavav Port Ltd. Small Cap Transport Infrastructure (151.17) 0.56% 23.54 28.71%
Mishra Dhatu Nigam Ltd. Small Cap Aerospace & Defense (47.47) 0.55% 75.84 -12.67%
Apar Industries Limited Mid Cap Electrical Equipment (68.35) 0.55% 42.09 72.36%
Apollo Tyres Ltd. Mid Cap Auto Components (30.44) 0.54% 20.64 -6.8%
BEML Limited Small Cap Agricultural, Commercial & Construction Vehicles (79.1) 0.53% 72.93 165.94%
Garden Reach Shipbuilders & Engineers Limited Small Cap Aerospace & Defense (47.47) 0.53% 0 88.06%
SBI Life Insurance Company Ltd. Large Cap Insurance (22.04) 0.52% 0 14.46%
Bajaj Finance Ltd. Large Cap Finance (28.73) 0.52% 26.73 -10.97%
Maruti Suzuki India Limited Large Cap Automobiles (30.47) 0.5% 24.99 6.85%
J.Kumar Infraprojects Ltd. Small Cap Construction (13.53) 0.46% 0 68.83%
Bharat Forge Ltd. Mid Cap Auto Components (26.29) 0.43% 0 0%
Bajaj Finserv Ltd. Large Cap Finance (98.8) 0.42% 31.74 6.05%
Oil & Natural Gas Corporation Ltd. Large Cap Oil (9.01) 0.39% 7.45 30.11%
Adani Ports & Special Economic Zone Large Cap Transport Infrastructure (151.17) 0.39% 29.08 62.45%
Aurobindo Pharma Ltd. Mid Cap Pharmaceuticals & Biotechnology (48.41) 0.38% 20.94 29.71%
Hindustan Unilever Ltd. Large Cap Diversified FMCG (38.82) 0.37% 0 0%
Ashoka Buildcon Ltd. Small Cap Construction (40.91) 0.37% 10.24 59.27%
Indusind Bank Ltd. Large Cap Banks (18.93) 0.36% 10.12 -29.51%
NHPC Ltd. Large Cap Power (23.3) 0.34% 27.19 55.65%
Ipca Laboratories Ltd. Mid Cap Pharmaceuticals & Biotechnology (48.41) 0.31% 68.74 51.27%
Titan Company Ltd. Large Cap Consumer Durables (81.07) 0.3% 87.11 -2.97%
Dynamatic Technologies Ltd. Small Cap Industrial Manufacturing (135.91) 0.29% 51.66 66.76%
Savita Oil Technologies Ltd. Small Cap Petroleum Products (21.43) 0.28% 18.96 56.4%
Vedanta Ltd. Large Cap Diversified Metals (18.55) 0.28% 15.32 81.31%
Indian Railways Finance Corp. Ltd. Large Cap Finance (15.75) 0.27% 0 93.85%
Indus Towers Limited Mid Cap Telecom - Services (21.89) 0.27% 11.26 72.95%
LAKSHMI MACHINE WORKS LTD. Small Cap Industrial Manufacturing (105.92) 0.26% 83.44 18.9%
TEGA INDUSTRIES LIMITED Small Cap Industrial Manufacturing (60.9) 0.25% 67.36 104.48%
Kalpataru Projects International Ltd Small Cap Construction (31.42) 0.25% 38.28 94.8%
Kotak Mahindra Bank Limited Large Cap Banks (24.43) 0.24% 26.45 -0.13%
Life Insurance Corporation of India Large Cap Insurance (22.04) 0.23% 13.96 51.99%
Cipla Ltd. Large Cap Pharmaceuticals & Biotechnology (48.41) 0.22% 27.5 22.45%
CESC Ltd. Small Cap Power (23.3) 0.22% 17.33 105.3%
Time Technoplast Limited Small Cap Industrial Products (29.14) 0.22% 26.6 131.36%
Texmaco Rail & Engineering Ltd. Small Cap Industrial Manufacturing (59.55) 0.2% 44.94 58.94%
Jio Financial Services Limited Large Cap Finance (28.73) 0.2% 122.79 37.85%
PCBL Ltd. Small Cap Chemicals & Petrochemicals (27.51) 0.18% 30.39 87.84%
Gujarat Industries Power Co. Ltd. Small Cap Power (23.3) 0.17% 0 37.8%
Apollo Hospitals Enterprise Ltd. Large Cap Healthcare Services (93.26) 0.17% 85.26 33.03%
Tata Steel Ltd. Large Cap Ferrous Metals (30.63) 0.16% 61.5 19.07%
SBI CARDS AND PAYMENT SERVICES LIMITED Mid Cap Finance (28.73) 0.15% 0 -10.82%
Ashok Leyland Ltd Mid Cap Agricultural, Commercial & Construction Vehicles (34.82) 0.15% 24.66 25.47%
The Tata Power Company Ltd. Large Cap Power (23.3) 0.15% 35.24 63.14%
Asian Paints Limited Large Cap Consumer Durables 0.14% - 0%
Zee Entertainment Enterprises Ltd. Small Cap Entertainment (33.88) 0.14% -116.65 -17%
Tech Mahindra Ltd. Large Cap IT - Software (37.33) 0.14% 50.43 47.71%
Wipro Ltd. Large Cap IT - Software (37.33) 0.12% 25.36 48.73%
Nestle India Ltd. Large Cap Food Products (59.21) 0.11% 0 -7.51%
Canara Bank Large Cap Banks 0.11% - 0%
Bharti Airtel Ltd. - PARTLY PAID UP SHARES Telecom - Services (98.44) 0.1% 9.63 68%
Housing and Urban Development Corporation Ltd. Mid Cap Finance (15.75) 0.1% 17.06 159.76%
Hindalco Industries Ltd. Large Cap Non - Ferrous Metals (30.32) 0.1% 38.75 29.66%
Divis Laboratories Ltd. Large Cap Pharmaceuticals & Biotechnology (48.41) 0.1% 91.66 64.43%
Power Grid Corporation of India Ltd. Large Cap Power (31.42) 0.1% 19.11 52.31%
ADANI ENTERPRISES LIMTIED Large Cap Metals & Minerals Trading (99.95) 0.09% 59.66 29.28%
InterGlobe Aviation Ltd. Large Cap Transport Services (19.11) 0.09% 22.72 54.53%
VODAFONE IDEA LIMITED Mid Cap Telecom - Services (165.63) 0.09% -1.79 -44.7%
Ambuja Cements Ltd. Large Cap Cement & Cement Products (26.26) 0.08% 0 0%
ADITYA BIRLA SUN LIFE AMC LIMITED Small Cap Capital Markets (40.93) 0.08% 25.75 74.08%
UPL Ltd. Mid Cap Fertilizers & Agrochemicals (38.04) 0.08% -22.62 -5.15%
Shriram Finance Ltd. Large Cap Finance (28.73) 0.08% 13.71 49.32%
JSW Steel Ltd. Large Cap Ferrous Metals (20.62) 0.07% 20.56 23.11%
LTIMindtree Limited Large Cap IT - Software (36.96) 0.07% 33.85 6.16%
Bharat Heavy Electricals Ltd. Large Cap Electrical Equipment (105.92) 0.06% 337.5 77.98%
ACC Ltd. Mid Cap Cement & Cement Products (50.33) 0.05% 20.78 22.94%
Great Eastern Shipping Company Ltd. Small Cap Transport Services (10.09) 0.05% 5.7 45.59%
RHI MAGNESITA INDIA Limited Small Cap Industrial Products (54.37) 0.05% -112.4 -22.08%
HDFC Life Insurance Company Limited Large Cap Insurance (22.04) 0.05% 88.95 11.64%
BEML Land Assets Limited Small Cap Finance 0.04% - 0%
Indian Railway Catering And Tourism Corp Ltd Mid Cap Leisure Services (61.31) 0.04% 54.1 19.82%
Bharti Hexacom Limited Mid Cap Telecom - Services 0.04% - 0%
Godrej Properties Ltd. Mid Cap Realty (101.14) 0.04% 52.75 43.38%
AGS Transact Technologies Limited Small Cap Financial Technology (Fintech) (401.09) 0.04% 114.52 21.92%
Hero MotoCorp Ltd. Large Cap Automobiles (35.97) 0.03% 23.04 50.94%
INFO EDGE (INDIA) LIMITED Mid Cap Retailing (79.87) 0.03% 216.49 73.03%
Jindal Steel & Power Ltd. Large Cap Ferrous Metals (22.36) 0.03% 17.8 38.96%
Indian Hotels Company Ltd. Mid Cap Leisure Services (75.18) 0.02% 61.97 77.09%
National Aluminium Co. Ltd. Mid Cap Non - Ferrous Metals (33.01) 0.02% 18.37 142.2%
Indian Oil Corporation Ltd. Large Cap Petroleum Products (16.81) 0.02% 11.18 41.14%
Ramco Systems Ltd. Small Cap IT - Software (37.33) 0.02% -19.42 54.31%
RITES Limited Small Cap Construction (39.27) 0.02% 33.81 25.15%
HCL Technologies Ltd. Large Cap IT - Software (37.33) 0.02% 30.04 47.84%
Bajaj Auto Limited Large Cap Automobiles (35.97) 0.02% 36.71 78.49%
Siemens Ltd. Large Cap Electrical Equipment (120.03) 0.01% 98.52 98.37%
Zydus Lifesciences Limited Large Cap Pharmaceuticals & Biotechnology (48.41) 0.01% 22.12 52.26%
ESCORTS LTD. Mid Cap Agricultural, Commercial & Construction Vehicles (44.81) 0.01% 34.72 12.79%
Eicher Motors Ltd. Large Cap Automobiles (35.97) 0.01% 30.97 32.18%
Godrej Consumer Products Ltd. Large Cap Personal Products (63.96) 0.01% -324.17 18.83%
Container Corporation of India Ltd. Mid Cap Transport Services (42.61) 0.01% 38.73 9.18%
Piramal Enterprises Limited Small Cap Finance (28.73) 0.01% -12.18 7.43%
PVR LIMITED Small Cap Entertainment (34.78) 0.01% -47.35 -11.13%
Tata Consumer Products Limited Large Cap Agricultural Food & other Products (93.1) 0.01% 83.13 6.87%
Britannia Industries Ltd. Large Cap Food Products (59.21) 0.01% 55.47 7.73%
DLF LIMITED Large Cap Realty (101.14) 0.01% 52.42 25.04%
Campus Activewear Limited Small Cap Consumer Durables (50.24) 0.01% 25.89 27.41%
Pidilite Industries Ltd. Large Cap Chemicals & Petrochemicals (68.35) 0.01% 80.72 24.28%
MphasiS Limited. Mid Cap IT - Software (19.56) 0.01% 0 0%
Biocon Ltd. Mid Cap Pharmaceuticals & Biotechnology (48.41) 0.01% 28.94 47.79%
CanFin Homes Ltd. Small Cap Finance (20.74) 0.01% 0 9.17%
PI Industries Ltd. Mid Cap Fertilizers & Agrochemicals (38.04) 0.01% 39.4 22.04%
Aarti Industries Ltd. Small Cap Chemicals & Petrochemicals (68.35) 0.01% 33.47 -13.98%
MEP Infrastructure Developers Ltd. Small Cap Transport Infrastructure (348.16) 0.01% -0.29 -69.1%
Glenmark Pharmaceuticals Ltd. Mid Cap Pharmaceuticals & Biotechnology (48.41) 0.01% -33.79 105.71%
Laurus Labs Ltd. Small Cap Pharmaceuticals & Biotechnology (46.65) 0.01% 0 9.05%

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Market Cap Allocation Of Debt

Shows Distribution among Different Size Companies.

Category Allocation
Others 28.8

Sector Allocation of Debt

Weightage of Portfolio Among Different Sectors.

Current Stocks Holdings of Debt

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
7.38% GOI MAT 200627 3.06% - 0%
7.18% GOI MAT 140833 2.4% - 0%
7.1% GOI MAT 180429 1.81% - 0%
Floating Rate GOI 2034 1.67% - 0%
7.18% GOI MAT 240737 1.1% - 0%
7.1% GOI MAT 080434 0.8% - 0%
7.26% GOI MAT 220832 0.73% - 0%
7.26% GOI MAT 060233 0.68% - 0%
5.22% GOI MAT 150625 0.67% - 0%
Cholamandalam Investment & Finance Co. Ltd. 0.46% - 0%
HDFC Bank Ltd. 0.44% - 0%
REC Limited. 0.43% - 0%
Small Industries Development Bank 0.42% - 0%
7.06% GOI MAT 100428 0.41% - 0%
7.17% GOI MAT 170430 0.4% - 0%
HDFC Bank Ltd. 0.39% - 0%
Indian Railways Finance Corp. Ltd. 0.39% - 0%
Pipeline Infrastructure Pvt. Ltd. 0.38% - 0%
HDFC Bank Ltd. 0.35% - 0%
National Bank for Agri & Rural Dev. 0.33% - 0%
Bajaj Finance Ltd. 0.33% - 0%
Jamnagar Utilities & Power Pvt. Ltd. (erstwhile Reliance Utilities & Power Pvt. Ltd.) 0.32% - 0%
6.18% GOI MAT 041124 0.28% - 0%
Bank of Baroda (Tier 2 - Basel III) 0.28% - 0%
LIC Housing Finance Ltd. 0.28% - 0%
Small Industries Development Bank 0.28% - 0%
HDB Financial Services Ltd. 0.28% - 0%
Bank of Baroda (Perpetual) (AT1) (Basel III) 0.24% - 0%
State Bank of India (Tier 2 - Basel III) 0.23% - 0%
Mahanagar Telephone Nigam Ltd. (Corporate guarantee from Govt of India) 0.23% - 0%
5.74% GOI MAT 151126 0.22% - 0%
7.3% GOI MAT 190653 0.22% - 0%
Indian Railways Finance Corp. Ltd. 0.22% - 0%
LIC Housing Finance Ltd. 0.22% - 0%
National Bank for Agri & Rural Dev. 0.22% - 0%
National Housing Bank 0.22% - 0%
Toyota Financial Services India Ltd. 0.22% - 0%
7.23% GOI MAT 150439 0.2% - 0%
HDFC Bank Ltd. 0.2% - 0%
Sansar Trust July 2023 II (PTC backed by loan receivables originated by Shriram Finance Limited) 0.2% - 0%
REC Limited. 0.18% - 0%
HDFC Bank Ltd. 0.17% - 0%
LIC Housing Finance Ltd. 0.17% - 0%
Power Finance Corporation Ltd. 0.17% - 0%
National Bank for Agri & Rural Dev. 0.17% - 0%
National Bank for Agri & Rural Dev. 0.17% - 0%
Small Industries Development Bank 0.17% - 0%
TATA Capital Housing Finance Ltd. 0.14% - 0%
Small Industries Development Bank 0.14% - 0%
Pipeline Infrastructure Pvt. Ltd. 0.13% - 0%
REC Limited. 0.12% - 0%
REC Limited. 0.11% - 0%
REC Limited. 0.11% - 0%
Bharat Petroleum Corporation Ltd. 0.11% - 0%
Housing and Urban Development Corporation Ltd. 0.11% - 0%
HDFC Bank Ltd. 0.11% - 0%
State Bank of India (Tier 2 - Basel III) 0.11% - 0%
State Bank of India (Tier 2 - Basel III) 0.11% - 0%
LIC Housing Finance Ltd. 0.11% - 0%
LIC Housing Finance Ltd. 0.11% - 0%
LIC Housing Finance Ltd. 0.11% - 0%
LIC Housing Finance Ltd. 0.11% - 0%
Power Finance Corporation Ltd. 0.11% - 0%
Power Finance Corporation Ltd. 0.11% - 0%
National Bank for Agri & Rural Dev. 0.11% - 0%
National Bank for Agri & Rural Dev. 0.11% - 0%
National Bank for Agri & Rural Dev. 0.11% - 0%
Small Industries Development Bank 0.11% - 0%
Small Industries Development Bank 0.11% - 0%
Small Industries Development Bank 0.11% - 0%
National Housing Bank 0.11% - 0%
National Housing Bank 0.11% - 0%
Toyota Financial Services India Ltd. 0.11% - 0%
Kotak Mahindra Investments Ltd. 0.11% - 0%
Kotak Mahindra Investments Ltd. 0.11% - 0%
REC Limited. 0.09% - 0%
Indian Railways Finance Corp. Ltd. 0.08% - 0%
Indian Railways Finance Corp. Ltd. 0.08% - 0%
6.79% GOI MAT 150527 0.07% - 0%
7.65% Chhattisgarh SDL Mat 310133 0.07% - 0%
Tata Capital Ltd. 0.07% - 0%
7.64% Gujarat SDL ISD 170124 MAT 170133 0.06% - 0%
7.48% Uttar Pradesh SDL ISD 200324 Mat 200336 0.06% - 0%
7.67% Uttarakhand SDL ISD 271223 MAT 271233 0.06% - 0%
HDFC Bank Ltd. 0.06% - 0%
HDFC Bank Ltd. 0.06% - 0%
HDFC Bank Ltd. 0.06% - 0%
Grasim Industries Ltd. 0.06% - 0%
Grasim Industries Ltd. 0.06% - 0%
Indian Railways Finance Corp. Ltd. 0.06% - 0%
Indian Railways Finance Corp. Ltd. 0.06% - 0%
LIC Housing Finance Ltd. 0.06% - 0%
LIC Housing Finance Ltd. 0.06% - 0%
Power Finance Corporation Ltd. 0.06% - 0%
National Bank for Agri & Rural Dev. 0.06% - 0%
Bajaj Housing Finance Ltd. 0.06% - 0%
Canara Bank (Tier 2 - Basel III) 0.06% - 0%
Export - Import Bank of India 0.06% - 0%
Small Industries Development Bank 0.06% - 0%
Sundaram Home Finance Limited 0.06% - 0%
Union Bank of India (Perpetual) (AT1) (Basel III) 0.06% - 0%
Power Grid Corporation of India Ltd. 0.06% - 0%
7.32% GOI MAT 131130 0.05% - 0%
7.63% Gujarat SDL ISD 240124 Mat 240133 0.05% - 0%
7.25% GOI MAT 120663 0.04% - 0%
7.64% % Gujarat SDL ISD 170124 Mat 170134 0.04% - 0%
REC Limited. 0.04% - 0%
HDFC Bank Ltd. 0.04% - 0%
7.63% Gujarat SDL ISD 240124 Mat 240134 0.03% - 0%
7.62% Uttar Pradesh SDL ISD 201223 MAT 201233 0.03% - 0%
7.67% Uttar Pradesh SDL ISD 271223 Mat 271233 0.03% - 0%
HDFC Bank Ltd. 0.03% - 0%
LIC Housing Finance Ltd. 0.03% - 0%
GOI STRIPS - Mat 170628 0.02% - 0%
7.45% Maharashtra ISD 220324 Mat 220339 0.02% - 0%
6.67% GOI MAT 171250 0.01% - 0%
6.99% GOI MAT 151251 0.01% - 0%
7.63% Maharashtra SDL Mat 310135 0.01% - 0%
7.47% Chhattisgarh SDL ISD 200324 MAT 200333 0.01% - 0%
Bank of Baroda (Perpetual) (AT1) (Basel III) 0.01% - 0%

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Market Cap Allocation Of Others

Shows Distribution among Different Size Companies.

Category Allocation
Others 5.95

Sector Allocation of Others

Weightage of Portfolio Among Different Sectors.

Realty

Power

Current Stocks Holdings of Others

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
TREPS - Tri-party Repo 4.12% - 0%
Net Current Assets 0.35% - 0%

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Frequently Asked Questions

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

Top 5 holdings for HDFC Balanced Advantage Fund ?

The top holdings of this fund are

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 Sector for HDFC Balanced Advantage Fund ?

The major sectors of this fund are .

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

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