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HDFC Balanced Fund - Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

HDFC Balanced Fund - Growth Fund Overview

Min. investment

SIP ₹300 & Lump. ₹5000

AUM (Fund size)

₹22,109 Cr

Lock In Period

N/A

Expense Ratio

1.92

Exit Load

Upto 15% of the units redeemed within 1 year: NILUnits in excess of the above limit redeemed within 1 year: 1%Units redeemed after 1 year: NIL

Benchmark

Nifty50 Hybrid Composite Debt 65:35 Index

HDFC Balanced Fund - Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.00-0.17126.76
6M0.001.63126.76
1Y0.004.20126.76
3Y0.0013.24126.76

Portfolio Analysis

  • Equity: 66.50%
  • Debt: 33.50%
  • Others
As on: 2018-05-31
View allocation % by

1. HDFC Bank Ltd.7.05%
2. Housing Development Finance Corporation Ltd.3.24%
3. ICICI Bank Ltd.2.93%
4. Axis Bank Ltd.1.83%
5. Indusind Bank Ltd.1.79%
6. State Bank of India1.59%
7. TI Financial Holdings Ltd.1.19%
8. Bank of Baroda1.11%
9. Yes Bank Ltd.1.10%
10. Edelweiss Financial Services Ltd.0.95%
11. The Federal Bank Ltd.0.94%
12. ICICI Securities Ltd.0.42%
13. Tube Investments of India Ltd.0.40%
14. Allahabad Bank0.33%
15. HDFC Standard Life Insurance Company Ltd.0.32%

1. Infosys Ltd.3.86%
2. Hexaware Technologies Ltd.0.65%
3. Tata Consultancy Services Ltd.0.49%
4. Redington (India) Ltd.0.45%
5. NIIT Technologies Ltd.0.42%
6. Zensar Technologies Ltd.0.41%
7. Persistent Systems Ltd.0.16%

1. Larsen & Toubro Ltd.2.99%
2. Voltas Ltd.1.45%
3. Reliance Industries Ltd.1.23%

1. ITC Ltd.3.09%
2. VST Industries Ltd.0.39%

1. Hindustan Petroleum Corporation Ltd.1.29%
2. Petronet LNG Ltd.1.02%
3. Bharat Petroleum Corporation Ltd.0.56%
4. Oil & Natural Gas Corporation Ltd.0.34%

1. Power Grid Corporation of India Ltd.1.46%
2. KEC International Ltd.1.24%
3. Kalpataru Power Transmission Ltd.0.30%

1. SKF India Ltd.1.31%
2. Bharat Electronics Ltd.1.15%
3. Carborundum Universal Ltd.0.29%

1. Aurobindo Pharma Ltd.1.70%
2. Torrent Pharmaceuticals Ltd.0.41%
3. IPCA Laboratories Ltd.0.28%
4. Kaveri Seed Company Ltd.0.16%
5. Lupin Ltd.0.07%

1. Tata Steel Ltd.1.23%
2. Vedanta Ltd.1.12%

1. Balkrishna Industries Ltd.1.09%
2. Hero MotoCorp Ltd.0.94%
3. MM Forgings Ltd.0.16%
4. Atul Auto Ltd.0.11%

1. Aarti Industries Ltd.1.28%
2. Atul Ltd.0.75%

1. Mahindra Holidays & Resorts India Ltd.0.88%
2. The Indian Hotels Company Ltd.0.83%

1. Sadbhav Engineering Ltd.0.83%
2. PNC Infratech Ltd.0.58%
3. J.Kumar Infraprojects Ltd.0.10%

1. UPL Ltd.1.18%
2. Rallis India Ltd.0.20%
3. Insecticides (India) Ltd.0.06%

About Fund HDFC Balanced Fund - Growth

HDFC Balanced Fund - Growth managed by HDFC Mutual Fund,is a Equity - Hybridscheme with Assets Under Management of ₹22,109 Crore. The fund benchmarks its performance against the Nifty50 Hybrid Composite Debt 65:35 Index while maintaining an expense ratio of 1.92. Under the expert guidance of Chirag Setalvad ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Chirag Setalvad

Mr. Chirag is a Science Graduate and has done his MBA from University of North Carolina. He has over 13 years of experience, of which 10 years in Fund Management and Equity Research and 3 years in investment banking. Prior to this he was with New Vernon Advisory Services Ltd for 3 years and had worked in ING Barings N.V. from September 1996 till May 2000.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Quant Dynamic Asset Allocation Fund Growth0905.22 CR2.86
Union Multicap Fund Growth31420.1 CR2.53
Fund Name1Y3Y
This FundQuant Dynamic Asset Allocation Fund Growth-2.153948.9213
This FundUnion Multicap Fund Growth5.548654.6119

HDFC Balanced Fund - Growth FAQs

HDFC Balanced Fund - Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of HDFC Balanced Fund - Growth is 1.92. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

HDFC Balanced Fund - Growth’s fund performance is as follows:
  • 1 Month : 0.00%
  • 6 Months : 0.00%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of HDFC Balanced Fund - Growth are updated daily based on NAV of ₹ as on undefined NaN,NaN. Since inception, the return has been 0.00%.

You can invest in HDFC Balanced Fund - Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of HDFC Balanced Fund - Growth is ₹22,109 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in HDFC Balanced Fund - Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.