HDFC Balanced Fund Growth-0.20%

4Groww
13.41%
1 Year Return
Hybrid
Aggressive
4.0 star
6M
1Y
3Y
5Y

Fund Details

HDFC Balanced Fund Growth

RiskModerate
Min SIP AmountNot Supported
Expense Ratio2.02%
NAV147.07 (31 May 2018)
Fund Started10 Sep 2000
Fund Size20,081 Cr

Fund Overview

Quick overview of HDFC Balanced Fund Growth

Returns

1Y
3Y*
5Y*
Since inception*
HDFC Balanced Fund Growth
13.4%
11.1%
19.6%
NA
Category Average
NA
NA
NA
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with 13.4% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. 1Y Returns are higher than the benchmark
    3. 3Y Returns are higher than the benchmark
    4. 5Y Returns are higher than the benchmark
    5. 10Y Returns are higher than the benchmark
    Cons
    1. Asset under management(AUM) is more than 10000 Crs. Returns tend to go low once AUM exceeds a certain amount
    2. Risk is higher compared to the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.Financial ServicesEquity6.5%
    Infosys Ltd.ITEquity3.8%
    Housing Development Finance Corporation Ltd.Financial ServicesEquity3.5%
    ITC Ltd.Consumer GoodsEquity3.1%
    Larsen & Toubro Ltd.ConstructionEquity3.1%
    ICICI Bank Ltd. Financial ServicesEquity3.0%
    Axis Bank Ltd.Financial ServicesEquity1.9%
    Voltas Ltd.ConstructionEquity1.8%
    Aurobindo Pharma Ltd.PharmaEquity1.8%
    IndusInd Bank Ltd.Financial ServicesEquity1.8%
    See All

    Fund Managers

    Other Details

    HDFC Balanced Fund Growth is a Hybrid Mutual Fund Scheme launched by HDFC Mutual Fund. This scheme was introduced to investors on 10 Sep 2000. Chirag Setalvad is the Current Fund Manager of HDFC Balanced Fund Growth.The fund currently has an Asset Under Management(AUM) of ₹20,081 Cr and the Latest NAV as of 31 May 2018 is ₹147.07.

    The HDFC Balanced Fund Growth is rated Moderate risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. For units in excess of 15% of the investment, 1% will be charged for redemption within 365 days.

    Investment Objective

    The primary objective of the Scheme is to generate capital appreciation along with current income form a combined portfolio of equity & equity related and debt & money market instruments.

    Tax Implications

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    For units in excess of 15% of the investment, 1% will be charged for redemption within 365 days
    Exit Load

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    About HDFC Mutual Fund

    Address
    “HDFC House”, 2nd Floor, H.T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate, Mumbai 400020
    Phone
    022 6631 6333
    Launch Date
    29 Jun 2000
    Website
    NA
    HDFC Mutual Fund
    Asset Management Company
    Custodian
    NA
    Registrar & Transfer Agent
    Cams
    Address
    NA
    Website
    NA
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