HDFC Balanced Fund Growth

Hybrid
Aggressive Hybrid
Moderately High Risk
10.83%
3Y annualised
-0.64% 1D
1M
6M
1Y
3Y
5Y
NAV: 01 Jun 2018₹147.07
Min. SIP amountNot Supported
Rating4
Fund size₹20,080.76Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns7.0%10.8%18.7%NA
Category average30.6%14.0%17.7%NA
Rank with in categoryNANANANA
Understand terms

Holdings (143)

NameSectorInstrumentAssets
FinancialEquity6.50%
TechnologyEquity3.82%
FinancialEquity3.38%
FMCGEquity3.25%
ConstructionEquity3.10%
FinancialEquity2.96%
HealthcareEquity1.94%
FinancialEquity1.77%
FinancialEquity1.76%
Cons DurableEquity1.75%
See All

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

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund house & investment objective

Fund house contact details

Address
"HDFC House", 2nd Floor, H. T. Parekh Marg, 165-166, BackbayReclamation, Churchgate Mumbai 400020
Phone
022 – 66316333
Launch Date
10 Dec 1999
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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