HDFC Balanced Direct Plan Growth-0.64%

4Groww
8.25%
1 Year Return
Hybrid
Aggressive
4.0 star
6M
1Y
3Y
5Y

Fund Details

HDFC Balanced Direct Plan Growth

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio0.85%
NAV154.4 (01 Jun 2018)
Fund Started01 Jan 2013
Fund Size20,081 Cr

Fund Overview

Quick overview of HDFC Balanced Direct Plan Growth

Returns

1Y
3Y*
5Y*
Since inception*
HDFC Balanced Direct Plan Growth
8.3%
12.1%
19.8%
NA
Category Average
-3.5%
6.3%
9.1%
-
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 8.3% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity6.5%
    Infosys Ltd.TechnologyEquity3.8%
    Housing Development Finance Corpn. Ltd.FinancialEquity3.4%
    ITC Ltd.FMCGEquity3.3%
    Larsen & Toubro Ltd.ConstructionEquity3.1%
    ICICI Bank Ltd.FinancialEquity3.0%
    Aurobindo Pharma Ltd.HealthcareEquity1.9%
    Indusind Bank Ltd.FinancialEquity1.8%
    Axis Bank Ltd.FinancialEquity1.8%
    Voltas Ltd.Cons DurableEquity1.8%
    See All

    Fund Managers

    Other Details

    HDFC Balanced Direct Plan Growth is a Hybrid Mutual Fund Scheme launched by HDFC Mutual Fund. This scheme was introduced to investors on 01 Jan 2013. Chirag Setalvad is the Current Fund Manager of HDFC Balanced Direct Plan Growth.The fund currently has an Asset Under Management(AUM) of ₹20,081 Cr and the Latest NAV as of 01 Jun 2018 is ₹154.4.

    The HDFC Balanced Direct Plan Growth is rated Moderately High 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

    Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

    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
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
    Invest Now
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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