HDFC Balanced Fund Growth-0.64%

6.97%
1 Year Return
Hybrid
Aggressive
4.0star
6M
1Y
3Y
5Y

Fund Details

HDFC Balanced Fund Growth

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio2.02%
NAV147.07 (01 Jun 2018)
Fund Started11 Sep 2000
Fund Size20,081 Cr

Fund Overview

Quick overview of HDFC Balanced Fund Growth

Returns

1Y
3Y*
5Y*
Since inception*
HDFC Balanced Fund Growth
7.0%
10.8%
18.7%
NA
Category Average
3.7%
2.6%
6.8%
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 7.0% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    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 Fund Growth Details

    HDFC Balanced Fund Growth is a Hybrid Mutual Fund Scheme launched by HDFC Mutual Fund. This scheme was made available to investors on 11 Sep 2000. Chirag Setalvad is the Current Fund Manager of HDFC Balanced Fund 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 ₹147.07.

    The HDFC Balanced Fund 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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