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HDFC Balanced Direct Plan Growth

Hybrid
Aggressive Hybrid
Moderately High Risk
12.07%
3Y annualised
-0.64% 1D
1M
6M
1Y
3Y
5Y
NAV: 01 Jun 2018₹154.43
Min. SIP amountNA
Rating4star
Fund size₹20,080.76 Cr

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns8.3%12.1%19.8%NA
Category average42.2%12.7%12.2%NA
Rank with in categoryNANANANA
Understand termsinfo

Holdings (133)

NameSectorInstrumentAssets
FinancialEquity6.5%
TechnologyEquity3.8%
FinancialEquity3.4%
FMCGEquity3.3%
ConstructionEquity3.1%
FinancialEquity3.0%
HealthcareEquity1.9%
FinancialEquity1.8%
FinancialEquity1.8%
Cons DurableEquity1.8%
See All

Expense ratio, exit load and tax

Expense ratio: 0.85%

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
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund house & investment objective

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Fund house contact details

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