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

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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

Annualized Returns(5 yrs)

14.43%

Investment Horizon

>3 Yr

Doubled Money

5yrs 2m

Returns since February 1st, 1994

18.61%

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

Amount Invested

57.2L

Projected Wealth Gained

1Cr

Projected Maturity Amount

1.6Cr

Rank (of 245)

5

Annualized Returns(5 yrs)

14.43%

Investment Horizon

>3 Yr

Doubled Money

5yrs 2m

Returns since February 1st, 1994

18.61%

FUND PAST PERFORMANCE

Fund's historical return with Fixed Deposit



Invested for

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
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1% if withdrawn within 1 Year(s)
No exit load if withdrawn after 1 Year(s)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
Phone No.
+91 22 66316333