Based on 1,3,5 Yr performance,
stability of returns.
It is the Category Rank and
not the Sub-category Rank.
+91 73377 40002
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| Asset Size: | 35118Cr | |
| Expense Ratio: | 1.73% | |
| Fund Manager(s): | Rakesh Vyas, | Prashant Jain, |
| 5year Returns: | 4.23% |
HDFC Balanced Adv Growth
Balanced Equity
Dynamic Asset Allocation
Nav :
165.489
(
0.51%)
June 3rd, 2020
Rank (of 245)
25
Annualized Returns(5 yrs)
4.23%
Investment Horizon
>3 Yr
Doubled Money
16yrs 9m
Balanced Equity
Dynamic Asset Allocation
Nav :
165.489
(
0.51%)
June 3rd, 2020
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
FUND PAST PERFORMANCE
Fund's historical return with Fixed Deposit
3m
6m
1y
3y
5y
3 and 6 Months returns are absolute
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
1.73%
Fund Category Risk
Moderate
Std Dev (1Yr)
24.503
Std Dev (3Yr)
17.839
Std Dev (5Yr)
16.696
Asset Size
35118Cr
Investment Details
Investment Plan
Growth
Return since Launch
16.91 %
Exit Load
1% if withdrawn within 1 Year(s)
No exit load if withdrawn after 1 Year(s)
YTM
9.82636 %
Modified Duration
1.60631
Contact Details
Fund Manager(s)
Phone No.
+91 22 66316333
Website