HDFC Balanced Fund Growth

balanced equity | moderate allocation
NAV:  147.069( -0.64%)   As on June 1st, 2018

Horizon: Ideal for medium-term goals. Invest in this fund to maximize your returns for a foreseeable future.

Smart Tip: This fund balances high return on equity investments with stable returns of debt. Ideal for investments for an investment horizon of 3 years. Only 10% long-term tax on capital gains above 1 lakh.

Upwardly Rank
3
Upwardly rank is calculated based on performance,
stability of returns, size, management cost and liquidity of fund.
/314
Upwardly Recommended

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Invest in HDFC Balanced Fund Growth Mutual Fund via SIP or lumpsum

* Investments are currently not allowed in this fund

SEBI Registerd.
INA200006804
AMFI registered.
ARN-112426
Invest through BSE.
Member code: 11028
 
10.83

Annualized

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

Return for 3 yrs

 
> 3 yrs yrs
Investment
Recommended minimum period that investor
should stay invested for getting good returns,
however, you can withdraw anytime.\
Horizon
 
Doubled
Time period this fund took
to double the invested money
Money
 
16.38

Returns

Annualized return per year since inception,
net of all fund charges.

since September 11th, 2000

0
Exit Load
Period after which
there is no penalty for withdrawal

Fund Performance

Fund's historical return compared with Fixed Deposit
 
invested for
:   
3M
:   
6M
:   
1Y
:   
3Y
:   
5Y
3 and 6 Months returns are absolute

Fund Multiplier

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

Peer Comparison

Comparing returns for ₹ 1,00,000 invested 3 and 5 years back
   RankFund3 Yr Return5 Yr Return
1
Principal Hybrid Equity Fund Growth₹ 1,43,493 (12.8%)₹ 2,24,661 (17.6%)
2
Tata Retirement Savings Moderate Fund Growth₹ 1,41,380 (12.2%)₹ 2,51,696 (20.3%)
3
HDFC Balanced Fund Growth₹ 1,36,137 (10.8%)₹ 2,35,661 (18.7%)
4
Reliance Equity Hybrid Fund - Growth₹ 1,31,139 (9.5%)₹ 2,22,399 (17.3%)
5
L&T Hybrid Equity Fund Growth₹ 1,30,929 (9.4%)₹ 2,26,971 (17.8%)

Fund's Detail Information

The primary objective of the Scheme is to generate capital appreciation along with current income form a combined portfolio of equity & equity related and debt & money market instruments.
Basic Details

Fund House

HDFC

Launch Date

September 11th, 2000

Expense Ratio
Amount deducted by the fund, per annum,
for managing the fund and paying commissions
to distributors.Lower the better

2%

Fund Category Risk

Moderate

Fund Risk




Return Range

Above Average

Fund Type

open Ended

Asset Size

0
Investment Details

Investment Plan

Growth

Return since Launch

16.38%

Minimum Investment

5,000

Minimum Addl Investment

1,000

Exit Load

Tax Impact

15% of profit if withdrawn before 1 year.
10% of profit in excess of ₹1 lakh if withdrawn after 1 year. Profit withdrawn up to 1 lakh in a financial year is exempt from income tax.
Contact Details

Fund Manager(s)

Tel. No.

+91 22 66316333

Fax No.

91-22-22821144

Website

www.hdfcfund.com