700+ Crores Invested. 500+ Cities pan India

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Asset Size:	40894Cr
Expense Ratio:	2.07%
Fund Manager(s):	Rakesh Vyas,	Prashant Jain,
5year Returns:	14.43%

HDFC Balanced Adv Growth

Balanced Equity | Dynamic Asset Allocation

Nav : 199.465 ( -0.63%) April 18th, 2019

People currently viewing this : 1

Rank (of 245)

5

Based on 1,3,5 Yr performance,
stability of returns.
It is the Category Rank and
not the Sub-category Rank.

Annualized Returns(5 yrs)

14.43%

Annualized return per year
for the specified period,
net of all fund charges.
Also called XIRR.

Investment Horizon

>3 Yr

Recommended minimum period
that investor should stay invested
for getting good returns.However,
you can withdraw anytime

Doubled Money

5yrs 2m

Time taken by the fund
to Double your money.

Returns since February 1st, 1994

18.61%

Annualized return per year since the
start of the fund, net of all fund charges

SIP ( Monthly)

Lumpsum ( OneTime)

Enter Investment Amount(₹)

Investment Period

Step up your SIP's anually by

SIP investments, except tax saving SIPs, can be increased
by step up percentage every year. Stepping up helps to
achieve targets faster . It should, generally, be equal to
the average annual pay hike. 10% is suggested.

Amount Invested

57.2L

Projected Wealth Gained

1Cr

Projected Maturity Amount

1.6Cr

Balanced Equity | Dynamic Asset Allocation

Nav : 199.465 ( -0.63%) April 18th, 2019

People currently viewing this : 1

Upwardly's Take :

These funds invest more in equity when markets are cheap and lower in equity when are the markets are high. Only 10% long-term tax on capital gains above 1 lakh.

Invest in these funds with minimum of 3 years horizon for your medium to long term goals like Retirement, Children's education etc

SIP ( Monthly)

Lumpsum ( OneTime)

Enter Investment Amount(₹)

Investment Period

Step up your SIP's anually by

SIP investments, except tax saving SIPs, can be increased
by step up percentage every year. Stepping up helps to
achieve targets faster . It should, generally, be equal to
the average annual pay hike. 10% is suggested.

Amount Invested

57.2L

Projected Wealth Gained

1Cr

Projected Maturity Amount

1.6Cr

Rank (of 245)

5

Based on 1,3,5 Yr performance,
stability of returns.
It is the Category Rank and
not the Sub-category Rank.

Annualized Returns(5 yrs)

14.43%

Annualized return per year
for the specified period,
net of all fund charges.
Also called XIRR.

Investment Horizon

>3 Yr

Recommended minimum period
that investor should stay invested
for getting good returns.However,
you can withdraw anytime

Doubled Money

5yrs 2m

Time taken by the fund
to Double your money.

Returns since February 1st, 1994

18.61%

Annualized return per year since the
start of the fund, net of all fund charges

FUND PAST PERFORMANCE

Fund's historical return with Fixed Deposit

₹

Invested for

3m

6m

1y

3y

5y

3 and 6 Months returns are absolute

SHOW TAX ADJUSTED RETURNS

Assuming 30% tax bracket

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply

2x

4x

5x

TOP 5 HOLDING INVESTED IN

TOP 5 SECTORS INVESTED IN

FUND DETAIL INFORMATION

To provide long term capital appreciation / income from a dynamic mix of equity and debt investments. There is no assurance that the investment objective of the Scheme will be realized

Basic Details

Fund House

HDFC

Launch Date

February 1st, 1994

Expense Ratio

2.07%

Fund Category Risk

Moderate

Std Dev (1Yr)

14.045

Std Dev (3Yr)

11.802

Std Dev (5Yr)

14.593

Asset Size

40894Cr

Investment Details

Investment Plan

Growth

Return since Launch

18.61 %

Exit Load

1% if withdrawn within 1 Year(s)

No exit load if withdrawn after 1 Year(s)

YTM

9.2664 %

Modified Duration

2.26

Contact Details

Fund Manager(s)

Phone No.

+91 22 66316333

Website

www.hdfcfund.com