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HDFC Balanced Direct Plan Growth

Hybrid
Aggressive Hybrid
Moderately High Risk
8.25%
1Y return
-0.64% 1D
1M
6M
1Y
3Y
5Y
NAV: 01 Jun 2018₹154.43
Min. SIP AmountNA
Rating4star
Fund Size₹20,080.76 Cr

Holdings (133)

NameSectorInstrumentAssets
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

Pros and cons

Category: Hybrid Aggressive Hybrid

Pros

  • 5Y Returns are higher than the category average returns

Cons

  • Asset under management(AUM) is more than 20000 Crs. Returns tend to go low once AUM exceeds a certain amount
  • 1Y Returns are lower than the category average returns
  • 3Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 0.8462407%

Inclusive of GST

Exit load

For units in excess of 15% of the investment, 1% will be charged for redemption within 365 days

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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.

Understand termsinfo

Fund management

NA

Fund house & investment objective

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Fund house contact details

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