| NAV: 01 Jun 2018 | ₹147.07 |
| Min. SIP amount | NA |
| Rating | 4 |
| Fund size | ₹20,080.76Cr |
Returns and rankings
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 7.0% | 10.8% | 18.7% | NA |
| Category average | 42.2% | 12.7% | 12.2% | NA |
| Rank with in category | NA | NA | NA | NA |
Holdings (133)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 6.5% |
| Infosys Ltd. | Technology | Equity | 3.8% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 3.4% |
| ITC Ltd. | FMCG | Equity | 3.3% |
| Larsen & Toubro Ltd. | Construction | Equity | 3.1% |
| ICICI Bank Ltd. | Financial | Equity | 3.0% |
| Aurobindo Pharma Ltd. | Healthcare | Equity | 1.9% |
| Indusind Bank Ltd. | Financial | Equity | 1.8% |
| Axis Bank Ltd. | Financial | Equity | 1.8% |
| Voltas Ltd. | Cons Durable | Equity | 1.8% |
Expense ratio, exit load and tax
Expense ratio: 2.02%
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
NA
Minimum investment amounts
| Min. for 1st investment | NA |
| Min. for 2nd investment onwards | NA |
| Min. for SIP | NA |
Fund house & investment objective
Fund house contact details
Compare funds
FAQs
How to Invest in HDFC Balanced Fund Growth?
You can easily invest in HDFC Balanced Fund Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:
- Log on to your Groww account
- Search for HDFC Balanced Fund Growth from the search box
- In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
- Once you are done with that, you can start investing in HDFC Balanced Fund Growth as SIP or lumpsum as per your investment objective and risk tolerance
What kind of returns does HDFC Balanced Fund Growth provide?
The HDFC Balanced Fund Growth has been there from 11 Sep 2000 and the average annual returns provided by this fund is 6.97% since its inception.
How much expense ratio is charged by HDFC Balanced Fund Growth?
The term
Expense Ratio used for HDFC Balanced Fund Growth or any other mutual fund is the annual
charges one needs to pay to the Mutual Fund company for managing your investments in that fund.
The Expense Ratio of HDFC Balanced Fund Growth is 2.02% as of 07 Jul 2022...
What is the AUM of HDFC Balanced Fund Growth?
The AUM, short for Assets Under Management of HDFC Balanced Fund Growth is ₹20,080.76Cr as of 07 Jul 2022.
How to Redeem HDFC Balanced Fund Growth?
If you want to sell your HDFC Balanced Fund Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.
Can I invest in SIP and Lump Sum of HDFC Balanced Fund Growth?
What is the NAV of HDFC Balanced Fund Growth?
The NAV of HDFC Balanced Fund Growth is ₹147.07 as of 01 Jun 2018.
