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HDFC Balanced Adv Dir IDCW-R (0P0001EI11.BO)

BSE - BSE Delayed price. Currency in INR
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46.42+1.29 (+2.86%)
As of 01:30AM IST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return15.68%
5-year average return19.33%
Number of years up5
Number of years downN/A
Best 1-yr total return (3 Jun 2024)32.12%
Worst 1-yr total return (3 Jun 2024)N/A
Best 3-yr total return32.12%
Worst 3-yr total return13.15%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001EI11.BOCategory
YTD9.73%0.00%
1-month3.72%0.00%
3-month5.56%0.00%
1-year40.71%0.00%
3-year26.70%0.00%
5-year18.97%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0001EI11.BOCategory
2024
N/AN/A
2023
32.12%N/A
2022
19.52%N/A
2021
27.12%N/A
2020
7.66%N/A
2019
5.84%N/A
2018
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.79%N/AN/AN/A
2023-0.50%9.00%9.33%11.42%
20224.30%-2.00%8.81%7.47%
20218.89%9.47%8.39%-1.61%
2020-25.73%13.56%2.37%24.68%
20196.38%2.69%-6.89%4.06%
20182.14%2.94%N/AN/A

Rank in category (by total return)

YTD4
1-month4
3-month6
1-year5
3-year1
5-year1

Load adjusted returns

1-year39.71%
3-year26.70%
5-year18.97%
10-yearN/A