HDFC Balanced Advantage Fund
Holdings
319
Broad portfolio
Top 10 weight
31%
Concentration
Strategy
Active
Portfolio style
Equity
80%
Asset allocation
Portfolio
51Sectors1Large positions18.7%Top: Banks0.0%Cash
Market-cap allocation
Large cap52%
Mid cap11%
Small cap8%
Asset allocation
Equity80%
Top holdings
ICICI Bank Ltd.EQUITY5.2%
HDFC Bank Ltd.£EQUITY4.3%
Reliance Industries Ltd.EQUITY3.8%
State Bank of IndiaEQUITY3.3%
Bharti Airtel Ltd.EQUITY3.2%
Axis Bank Ltd.EQUITY2.5%
Larsen and Toubro Ltd.EQUITY2.5%
NTPC LimitedEQUITY2.0%
7.18% GOI MAT 140833DEBT2.0%
Coal India Ltd.EQUITY1.6%
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Portfolio read
- 80% equity.
- Large-cap exposure is 52%.
- Largest equity sector is Banks at 18.7%.
Watchpoints
- Review concentration alongside the fund mandate.
Generated from current fund metrics. Educational research only.
Peer comparison
Other funds in Dynamic Asset Allocation Fund.
Explore comparable funds →Sector exposure
Showing top sectors from the current portfolio.
Banks18.7%
CRISIL - AAA6.0%
IT - Software4.8%
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