HDFC Balanced Advantage Fund - Hybrid (Balanced Advantage & Multi Asset) Category

Balanced Advantage + Multi Asset Category Review – 'HDFC Balanced Advantage Fund'. Most Comprehensive and detailed MF review based on Yadnya’s proprietary methodology of Green, Yellow & Red Star. Detailed Analysis & Review based on Dec 31st, 2020 data. Review also gives you the historical trend of the performance which will show fund’s performance consistency.

No. of Pages - 15

Content Index

Detailed Review is done on following parameters –

1. Market Cap Allocation – Large, Mid, Small, Debt & Cash – Last 7 year trend
2. Fund House & Fund Start Date
3. Asset Under Management – Last 7 year trend
4. Fund Returns – Trailing, Calendar, Rolling & SIP
5. Fund Manager
6. Sector Allocation – Last 7 year trend
7. Stocks & Debt Allocation – with Trend
8. Expense Ratio - Last 5 year trend
9. Risk Ratios – Alpha, Beta, Standard Deviation, PE Ratio, Credit Risk, YTM, Duration, Avg Maturity - Last 5 year trend

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Disclaimer - This book is not meant as MF Advise or Financial Advice. It only gives the information about the Mutual Fund as per publicly available information and Yadnya's analysis & review based of that information. Please remember, Mutual Funds are subject to Market risk. Read the offer document before investing.