Mutual fund · data to 2026-10-19
HDFC Balanced Advantage (118968)
HDFC Balanced Advantage: ₹548.87 on 2026-10-19. +13.6% a year since 2013, worst fall -34%. Year-by-year returns, risk profile and what followed its price patterns in the past.
Open the interactive chart and full historyKey numbers
| Last close | ₹548.87 |
| Return a year since 2013 | +13.6% |
| All-time high | ₹584.22 (2026-01-02) |
| Below its high | -6.1% |
| Worst fall | -34% (2020-03-23) |
| Yearly volatility | 14% |
| Beta vs its index | 0.81 |
| Risk / reward vs its market | Low risk · Medium reward |
Returns by year
| Year | Return |
|---|---|
| 2026 | -5.3% |
| 2025 | +7.9% |
| 2024 | +17.4% |
| 2023 | +32.1% |
| 2022 | +19.6% |
| 2021 | +27.1% |
| 2020 | +8.2% |
| 2019 | +7.6% |
| 2018 | +0.2% |
| 2017 | +36.3% |
| 2016 | +7.3% |
| 2015 | +0.2% |
What followed its price patterns in the past
How often 118968 was higher 40 trading days after each pattern, next to an ordinary day. History for learning, not a forecast.
| Pattern | Past cases | Higher after 40 days | On an ordinary day | Median move |
|---|---|---|---|---|
| Up streak | 77 | 75% | 69% | +2.9% |
| New 52-week high | 65 | 74% | 69% | +2.8% |
| RSI rises above 70 | 53 | 77% | 69% | +3.1% |
| Big down day | 47 | 66% | 69% | +4.5% |
| Down streak | 46 | 70% | 69% | +2.5% |
| Crosses above 200-day avg | 30 | 73% | 69% | +2.3% |
| Falls below 200-day avg | 30 | 67% | 69% | +3.5% |
| Big up day | 26 | 81% | 69% | +3.6% |
| RSI drops below 30 | 23 | 78% | 69% | +3.3% |
| Squeeze breakout up | 20 | 80% | 69% | +2.8% |
| Squeeze breakdown | 17 | 71% | 69% | +2.8% |
| Golden cross | 10 | 50% | 69% | -0.8% |
ZOSH shows history and calculations for learning. It is not investment advice and does not tell anyone to buy or sell. Data: Yahoo Finance, AMFI, NSE and official sources; it can be late or wrong, so check before acting.