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How HDFC Balanced Advantage Fund reached ₹1 Trillion AUM?


How does HDFC Balanced Advantage Fund manage its portfolio?

In this video we will learn how HDFC Balanced Advantage Fund picks stocks and bonds for its portfolio. We will also understand the risk-adjusted returns of this balanced advantage mutual fund and how this mutual fund has accumulated huge assets under management or AUM of Rs 1 Trillion.



00:00 – Introduction to HDFC Balanced Advantage Fund and its market-adjusting strategy
00:34 – HDFC Balanced Advantage Fund crosses ₹1 trillion AUM milestone
01:14 – What are Balanced Advantage Funds and their dynamic asset allocation?
01:45 – How the fund adjusts equity and debt exposure based on market conditions
02:12 - How do Balanced Advantage Funds work?
02:42 – Example of market adjustments and fund reallocation in 2024-2025
03:04 – Key facts about HDFC Balanced Advantage Fund's launch and performance
03:50 – Meet the experienced fund managers of HDFC Balanced Advantage Fund
05:07 – Investment strategy: Large, mid, and small-cap stock allocations
06:04 – The fund’s debt investment strategy: AAA-rated bonds and securities
06:32 – Risk-adjusted returns: Understanding Standard Deviation in HDFC fund
07:30 – Fund’s Beta and its volatility compared to the market
08:02 – Sharpe Ratio analysis: How risk-adjusted returns measure performance
08:43 – Sortino Ratio: Evaluating downside risk and fund’s returns
09:52 – Outperformance of HDFC Balanced Advantage Fund in risk-adjusted returns
10:26 – Growth from ₹44,000 crore to ₹1 trillion AUM under experienced management
11:20 – Valuation metrics (P/E ratio) and their impact on asset allocation
12:30 – Interest rate sensitivity and its effect on the fund’s performance
13:06 – Conclusion: HDFC Balanced Advantage Fund’s dynamic portfolio strategy and strong performance


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