HDFC Balanced Advantage Fund
REITs and InvITs Are Finding a Place in Mutual Funds apart from stocks, bonds and commodities like gold and silver. MFs invest in publicly listed REITs and InvITs allowing them to have considerable liquidity. Reflecting the growing acceptance of these instruments, as of Dec 2025, HDFC Balanced Advantage Fund has a notable exposure to REITs and InvITs amounting to INR 1644.5 crores in market value accounting for 1.52% of the portfolio. ▪️Real Estate Investment Trusts (REITs) are investment vehicles that own and operate commercial properties like office buildings and malls, allowing you to earn rental income without owning the property. These are listed on stock exchanges, and not only provide significantly higher liquidity compared to direct real estate ownership but also lower the minimum investment required to gain exposure to real estate. Regulation: Not less than 90% of the net distributable cash flows of the REIT shall be distributed to the unit holders. ▪️Infrastructure...