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 Investment Trusts (InvITs) are investment vehicles investing in operational infrastructure assets such as roads, power lines and telecom towers, enabling you to earn income from their usage. Many of these InvITs are listed on stock exchanges providing you with liquidity that would otherwise be unavailable in direct infrastructure ownership.

Regulation: Not less than 90% of the net distributable cash flows of the InvIT shall be distributed to the unit holders.

🔺HDFC Balanced Advantage Fund 

Regular Growth Plan 

An open ended Balanced Advantage Fund.

📈17.90% CAGR Return Since inception 01/02/1994. ^Past performance may or may not be sustained in future and is not a guarantee of any future returns.

This Fund aims to provide long term capital appreciation/income from a mix of equity and debt investments.

Ideal for Wealth Creation for 3 Years and above.

💳Min SIP ₹ 100

ℹ️For original information and investment link

https://www.hdfcfund.com/explore/mutual-funds/hdfc-balanced-advantage-fund/regular

▶️When placing your order in Mutual Funds, kindly input my Employee Unique Identification Number. EUIN: E484653 and ARN 259045.

🔁Common Investing Link

https://app.mfcentral.com/investor/signin

WhatsApp, 📞 9845211825, inbox here for hassle-free online investing in Mutual Funds.

👨🏻‍💼Prajval Madhav Uchil 

💼Mutual Fund Distributor.

EUIN: E484653 l ARN 259045.

#PrajvalMFD #Mangalore #Karnataka #India 🌍 #Investing #Wealth #Money #Growth #Mutualfunds #Equity #Debtfunds #Bonds #Commodities #MultiAsset #InternationalEquityFunds #PersonalFinance #InformedInvesting #MutualFundsSahiHai #2026goals

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