Home>Mutual Funds>HDFC Mutual Fund>HDFC Prudence Growth

HDFC Prudence Growth

Hybrid
Aggressive Hybrid
Moderately High Risk
3.23%
1Y return
-0.63% 1D
1M
6M
1Y
3Y
5Y
NAV: 01 Jun 2018₹491.98
Min. SIP AmountNA
Rating3star
Fund Size₹39,431.19 Cr

Holdings (95)

NameSectorInstrumentAssets
Infosys Ltd.TechnologyEquity7.3%
Larsen & Toubro Ltd.ConstructionEquity7.0%
ICICI Bank Ltd.FinancialEquity7.0%
State Bank of India
FinancialEquity6.7%
Tata Sons Ltd.
FinancialDebenture4.3%
State Bank of India
FinancialBonds3.9%
Power Grid Corporation of India Ltd.
EnergyEquity3.8%
National Thermal Power Corp. Ltd.EnergyEquity3.7%
HDFC Bank Ltd.FinancialBonds2.5%
GAIL (India) Ltd.
EnergyEquity2.3%
See All

Pros and cons

Category: Hybrid Aggressive Hybrid

Pros

  • Age is more than 10 years
  • 5Y Returns are higher than the category average returns
  • 10Y Returns are higher than the category average returns

Cons

  • Asset under management(AUM) is more than 20000 Crs. Returns tend to go low once AUM exceeds a certain amount
  • Higher expense ratio - 2.30886303%
  • 1Y Returns are lower than the category average returns
  • 3Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 2.30886303%

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

Fund management

NA

Fund house & investment objective

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Fund house contact details

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