Hdfc balanced advantage fund growth

(The Scheme underwent Change in Fundamental Attributes i.e. change in Asset Allocation Pattern w.e.f. March 14, 2019). Category of Scheme : Balanced Advantage Fund Investment objective To provide long term capital appreciation / income from a dynamic mix of equity and debt investments. There is no assurance that the investment objective of the Scheme will be realized. Fund Manager ¥ Prashant Jain (since June 20, 2003) § Total Experience: Over 27 years Inception Date February 01, 1994 Total Expense Ratio (as on April 30, 2020) Including Additional Expenses and Goods and Service Tax on Management Fees Regular: 1.73% Direct: 1.11% #Benchmark Index: NIFTY 50 Hybrid Composite Debt 65:35 Index ##ADDL. Benchmark Index: NIFTY 50 (Total Returns Index) Exit Load • In respect of each purchase / switch-in of Units, upto 15% of the units may be redeemed without any exit load from the date of allotment. • Any redemption in excess of the above limit shall be subject to the following exit load: • Exit load of 1.00% is payable if Units are redeemed / switched-out within 1 year from the date of allotment of units. • No Exit Load is payable if Units are redeemed / switched-out after 1 year from the date of allotment. For further details, please Plans & Options Regular Plan, Direct Plan. Under Each Plan : Growth & Dividend. The Dividend Option offers Dividend Payout and Reinvestment facility. Minimum Application Amount Purchase : 5,000 and any amount thereafter. Additional Purchase : 1,000 an...

FundsPI is growing automated platform for mutual fund investing. It enables investor to choose best funds from across the fund universe. It chooses best of the funds from Top Equity Fund, Top Debt Fund, Top Tax Saving Fund, Top Balanced Fund, Top Debt Fund & Top Liquid Funds. It allows investor to invest in completely paperless manner in both Lumpsum & SIP investment. FundsPI provides highest of the security so that investor can focus on his investments. FundsPI offers many benefits some of which are • Completely digital platform • Customized portfolio for every investor. • No DMAT account • No Fees. No Charges. • Start with Minimum Investment of ₹ 500/- What is SIP | Top Mutual Funds Tax Saving ELSS Mutual Funds Best ELSS Fund | Top Tax Saving Fund | ELSS Mutual Fund | Tax Saver | ELSS Calculator | Save Tax | Best Tax Saving Mutual Funds Investment and Loan Calculators EMI Calcualtor | SIP Calculator | Lumpsum Calculator | Tax Saver Calcualtor | Personal Loan Calculator | Car Loan EMI Calculator Mudraangle Technologies LLP, AMFI-registered Mutual Fund Distributor with ARN-137255, owns and operate

Edelweiss Balanced Advantage Fund Regular-Growth Fund Key Highlights 1. Current NAV: The Current Net Asset Value of the Edelweiss Balanced Advantage Fund - Regular Plan as of Jun 16, 2023 is Rs 38.71 for Growth option of its Regular plan. 2. Returns: Its trailing returns over different time periods are: 16.67% (1yr), 16.82% (3yr), 11.04% (5yr) and 10.28% (since launch). Whereas, Category returns for the same time duration are: 16.11% (1yr), 14.48% (3yr) and 8.71% (5yr). 3. Fund Size: The Edelweiss Balanced Advantage Fund - Regular Plan currently holds Assets under Management worth of Rs 9077.99 crore as on May 31, 2023. 4. Expense ratio: The expense ratio of the fund is 1.72% for Regular plan as on May 31, 2023. 5. Exit Load: Edelweiss Balanced Advantage Fund - Regular Plan shall attract an Exit Load, "Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 90 days." 6. Minimum Investment: Minimum investment required is Rs 5000 and minimum additional investment is Rs 500. Minimum SIP investment is Rs 500. Edelweiss Balanced Advantage Fund Regular-Growth Fund Details Investment Objective - The scheme will invest in arbitrage opportunities, equity derivative strategies, pure equity investments and the balance in debt and money market instruments. Fund House Edelweiss Mutual Fund Launch Date Aug 20, 2009 Benchmark NIFTY 50 Hybrid Composite debt 50:50 Index Return Since Launch 10.28% Riskometer Very High Type Open-ended Risk Grade Averag...

Edelweiss Balanced Advantage Fund Regular-Growth Fund Key Highlights 1. Current NAV: The Current Net Asset Value of the Edelweiss Balanced Advantage Fund - Regular Plan as of Jun 16, 2023 is Rs 38.71 for Growth option of its Regular plan. 2. Returns: Its trailing returns over different time periods are: 16.67% (1yr), 16.82% (3yr), 11.04% (5yr) and 10.28% (since launch). Whereas, Category returns for the same time duration are: 16.11% (1yr), 14.48% (3yr) and 8.71% (5yr). 3. Fund Size: The Edelweiss Balanced Advantage Fund - Regular Plan currently holds Assets under Management worth of Rs 9077.99 crore as on May 31, 2023. 4. Expense ratio: The expense ratio of the fund is 1.72% for Regular plan as on May 31, 2023. 5. Exit Load: Edelweiss Balanced Advantage Fund - Regular Plan shall attract an Exit Load, "Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 90 days." 6. Minimum Investment: Minimum investment required is Rs 5000 and minimum additional investment is Rs 500. Minimum SIP investment is Rs 500. Edelweiss Balanced Advantage Fund Regular-Growth Fund Details Investment Objective - The scheme will invest in arbitrage opportunities, equity derivative strategies, pure equity investments and the balance in debt and money market instruments. Fund House Edelweiss Mutual Fund Launch Date Aug 20, 2009 Benchmark NIFTY 50 Hybrid Composite debt 50:50 Index Return Since Launch 10.28% Riskometer Very High Type Open-ended Risk Grade Averag...

FundsPI is growing automated platform for mutual fund investing. It enables investor to choose best funds from across the fund universe. It chooses best of the funds from Top Equity Fund, Top Debt Fund, Top Tax Saving Fund, Top Balanced Fund, Top Debt Fund & Top Liquid Funds. It allows investor to invest in completely paperless manner in both Lumpsum & SIP investment. FundsPI provides highest of the security so that investor can focus on his investments. FundsPI offers many benefits some of which are • Completely digital platform • Customized portfolio for every investor. • No DMAT account • No Fees. No Charges. • Start with Minimum Investment of ₹ 500/- What is SIP | Top Mutual Funds Tax Saving ELSS Mutual Funds Best ELSS Fund | Top Tax Saving Fund | ELSS Mutual Fund | Tax Saver | ELSS Calculator | Save Tax | Best Tax Saving Mutual Funds Investment and Loan Calculators EMI Calcualtor | SIP Calculator | Lumpsum Calculator | Tax Saver Calcualtor | Personal Loan Calculator | Car Loan EMI Calculator Mudraangle Technologies LLP, AMFI-registered Mutual Fund Distributor with ARN-137255, owns and operate

(The Scheme underwent Change in Fundamental Attributes i.e. change in Asset Allocation Pattern w.e.f. March 14, 2019). Category of Scheme : Balanced Advantage Fund Investment objective To provide long term capital appreciation / income from a dynamic mix of equity and debt investments. There is no assurance that the investment objective of the Scheme will be realized. Fund Manager ¥ Prashant Jain (since June 20, 2003) § Total Experience: Over 27 years Inception Date February 01, 1994 Total Expense Ratio (As on January 31, 2020) Including Additional Expenses and Goods and Service Tax on Management Fees Regular: 1.68% Direct: 1.01% #Benchmark Index: NIFTY 50 Hybrid Composite Debt 65:35 Index ##ADDL. Benchmark Index: NIFTY 50 (Total Returns Index) Exit Load • In respect of each purchase / switch-in of Units, upto 15% of the units may be redeemed without any exit load from the date of allotment. • Any redemption in excess of the above limit shall be subject to the following exit load: • Exit load of 1.00% is payable if Units are redeemed / switched-out within 1 year from the date of allotment of units. • No Exit Load is payable if Units are redeemed / switched-out after 1 year from the date of allotment. For further details, please Plans & Options Regular Plan, Direct Plan. Under Each Plan : Growth & Dividend. The Dividend Option offers Dividend Payout and Reinvestment facility. Minimum Application Amount Purchase : 5,000 and any amount thereafter. Additional Purchase : 1,000 ...

Investment Objective The Scheme seeks to provide long term capital appreciation / income from a dynamic mix of equity and debt investments. • Category Hybrid : Dynamic Asset Allocation • Benchmark NIFTY 50 Hybrid Composite debt 50:50 Index • Asset Under Management ₹55,604.55 Cr • Expense Ratio 1.48% • Fund Manager Anil Bamboli

(The Scheme underwent Change in Fundamental Attributes i.e. change in Asset Allocation Pattern w.e.f. March 14, 2019). Category of Scheme : Balanced Advantage Fund Investment objective To provide long term capital appreciation / income from a dynamic mix of equity and debt investments. There is no assurance that the investment objective of the Scheme will be realized. Fund Manager ¥ Prashant Jain (since June 20, 2003) § Total Experience: Over 27 years Inception Date February 01, 1994 Total Expense Ratio (As on January 31, 2020) Including Additional Expenses and Goods and Service Tax on Management Fees Regular: 1.68% Direct: 1.01% #Benchmark Index: NIFTY 50 Hybrid Composite Debt 65:35 Index ##ADDL. Benchmark Index: NIFTY 50 (Total Returns Index) Exit Load • In respect of each purchase / switch-in of Units, upto 15% of the units may be redeemed without any exit load from the date of allotment. • Any redemption in excess of the above limit shall be subject to the following exit load: • Exit load of 1.00% is payable if Units are redeemed / switched-out within 1 year from the date of allotment of units. • No Exit Load is payable if Units are redeemed / switched-out after 1 year from the date of allotment. For further details, please Plans & Options Regular Plan, Direct Plan. Under Each Plan : Growth & Dividend. The Dividend Option offers Dividend Payout and Reinvestment facility. Minimum Application Amount Purchase : 5,000 and any amount thereafter. Additional Purchase : 1,000 ...

Edelweiss Balanced Advantage Fund Regular-Growth Fund Key Highlights 1. Current NAV: The Current Net Asset Value of the Edelweiss Balanced Advantage Fund - Regular Plan as of Jun 16, 2023 is Rs 38.71 for Growth option of its Regular plan. 2. Returns: Its trailing returns over different time periods are: 16.67% (1yr), 16.82% (3yr), 11.04% (5yr) and 10.28% (since launch). Whereas, Category returns for the same time duration are: 16.11% (1yr), 14.48% (3yr) and 8.71% (5yr). 3. Fund Size: The Edelweiss Balanced Advantage Fund - Regular Plan currently holds Assets under Management worth of Rs 9077.99 crore as on May 31, 2023. 4. Expense ratio: The expense ratio of the fund is 1.72% for Regular plan as on May 31, 2023. 5. Exit Load: Edelweiss Balanced Advantage Fund - Regular Plan shall attract an Exit Load, "Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 90 days." 6. Minimum Investment: Minimum investment required is Rs 5000 and minimum additional investment is Rs 500. Minimum SIP investment is Rs 500. Edelweiss Balanced Advantage Fund Regular-Growth Fund Details Investment Objective - The scheme will invest in arbitrage opportunities, equity derivative strategies, pure equity investments and the balance in debt and money market instruments. Fund House Edelweiss Mutual Fund Launch Date Aug 20, 2009 Benchmark NIFTY 50 Hybrid Composite debt 50:50 Index Return Since Launch 10.28% Riskometer Very High Type Open-ended Risk Grade Averag...

Edelweiss Balanced Advantage Fund Regular-Growth Fund Key Highlights 1. Current NAV: The Current Net Asset Value of the Edelweiss Balanced Advantage Fund - Regular Plan as of Jun 16, 2023 is Rs 38.71 for Growth option of its Regular plan. 2. Returns: Its trailing returns over different time periods are: 16.67% (1yr), 16.82% (3yr), 11.04% (5yr) and 10.28% (since launch). Whereas, Category returns for the same time duration are: 16.11% (1yr), 14.48% (3yr) and 8.71% (5yr). 3. Fund Size: The Edelweiss Balanced Advantage Fund - Regular Plan currently holds Assets under Management worth of Rs 9077.99 crore as on May 31, 2023. 4. Expense ratio: The expense ratio of the fund is 1.72% for Regular plan as on May 31, 2023. 5. Exit Load: Edelweiss Balanced Advantage Fund - Regular Plan shall attract an Exit Load, "Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 90 days." 6. Minimum Investment: Minimum investment required is Rs 5000 and minimum additional investment is Rs 500. Minimum SIP investment is Rs 500. Edelweiss Balanced Advantage Fund Regular-Growth Fund Details Investment Objective - The scheme will invest in arbitrage opportunities, equity derivative strategies, pure equity investments and the balance in debt and money market instruments. Fund House Edelweiss Mutual Fund Launch Date Aug 20, 2009 Benchmark NIFTY 50 Hybrid Composite debt 50:50 Index Return Since Launch 10.28% Riskometer Very High Type Open-ended Risk Grade Averag...