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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%
NAV₹147.07 (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*
Fund Returns
7.0%
10.8%
18.7%
14.2%
Category Average
13.7%
6.0%
11.5%
-
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 7.0% returns per annum

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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