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HDFC Balanced Direct Plan Growth-0.64%

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

Fund Details

HDFC Balanced Direct Plan Growth

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio0.85%
NAV₹154.43 (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*
Fund Returns
8.3%
12.1%
19.8%
17.5%
Category Average
15.8%
6.2%
11.7%
-
Rank Within Category
-
-
-
-
*All returns are annualized.
SIP
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 8.3% returns per annum

Comparison

Data not available
Pros
1. 1Y Returns are higher than the category average returns
2. 3Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
Cons
1. Asset under management(AUM) is more than 20000 Crs. Returns tend to go low once AUM exceeds a certain amount

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

HDFC Balanced Direct Plan Growth Details

HDFC Balanced Direct Plan Growth is a Hybrid Mutual Fund Scheme launched by HDFC Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Chirag Setalvad is the Current Fund Manager of HDFC Balanced Direct Plan Growth fund.The fund currently has an Asset Under Management(AUM) of ₹20,081 Cr and the Latest NAV as of 01 Jun 2018 is ₹154.43.

The HDFC Balanced Direct Plan Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. For units in excess of 15% of the investment, 1% will be charged for redemption within 365 days

Investment Objective

The scheme seeks to generate capital appreciation with current income from a combined portfolio of equity and debt instruments. Under normal circumstances the scheme would take 60 % exposure to equity instruments while the balance would be allocated to debt 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)

Not Supported
Min for First Investment
Not Supported
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
30 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,
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