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HDFC Balanced Adv Dir Gr (0P0001EI12.BO)

BSE - BSE Delayed price. Currency in INR
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504.80-0.02 (-0.00%)
As of 01:30AM IST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.31%
5-year average return19.62%
Number of years up9
Number of years down1
Best 1-yr total return (3 May 2024)52.65%
Worst 1-yr total return (3 May 2024)N/A
Best 3-yr total return52.65%
Worst 3-yr total return4.52%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001EI12.BOCategory
YTD5.80%0.00%
1-month0.57%0.00%
3-month5.80%0.00%
1-year40.49%0.00%
3-year24.96%0.00%
5-year18.28%0.00%
10-year17.25%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0001EI12.BOCategory
2024
N/AN/A
2023
32.13%N/A
2022
19.56%N/A
2021
27.11%N/A
2020
8.20%N/A
2019
7.60%N/A
2018
-1.93%N/A
2017
29.45%N/A
2016
10.40%N/A
2015
1.02%N/A
2014
52.65%N/A
2013
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.80%N/AN/AN/A
2023-0.50%9.00%9.34%11.42%
20224.31%-2.00%8.81%7.48%
20218.88%9.47%8.39%-1.61%
2020-25.37%13.57%2.39%24.68%
20196.82%3.08%-6.50%4.51%
2018-7.16%-0.34%2.52%3.40%
201712.09%3.90%1.07%9.98%
2016-5.44%9.44%7.84%-1.08%
20150.93%-1.90%0.87%1.15%
20148.88%26.59%3.95%6.53%
20130.30%-6.24%18.08%N/A

Rank in category (by total return)

YTD11
1-month47
3-month11
1-year1
3-year1
5-year1

Load adjusted returns

1-year39.49%
3-year24.96%
5-year18.28%
10-year17.25%