Return
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- 3M
- 6M
- 1Y
- 3Y
- 5Y
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹300 & Lump. ₹5000
AUM (Fund size)
₹22,109 Cr
Lock In Period
N/A
Expense Ratio
1.92
Benchmark
Nifty50 Hybrid Composite Debt 65:35 Index
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
Summary
Latest details for HDFC Balanced Fund - Growth include a ₹ NAV as of Apr 03,2026 and returns since inception of --%. Minimum investments start at SIP ₹300. The HDFC Balanced Fund - Growth AUM is ₹22,109 Cr, with a lock-in of N/A years, expense ratio of 1.92%, and benchmark Nifty50 Hybrid Composite Debt 65:35 Index. Exit load is - 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. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of -1.80% and a category best of 126.76%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.00 | -1.80 | 126.76 |
| 6M | 0.00 | 0.76 | 126.76 |
| 1Y | 0.00 | 4.63 | 126.76 |
| 3Y | 0.00 | 13.33 | 126.76 |
Portfolio Analysis
- Equity: 66.50%
- Debt: 33.50%
- Others
As on: 2018-05-31
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About Fund
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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundSBI Balanced Advantage Fund Growth | 3 | 40952.47 CR | 1.54 |
| This FundUnion Multicap Fund Growth | 0 | 1318.17 CR | 2.17 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundSBI Balanced Advantage Fund Growth | 3.4705 | 39.6923 |
| This FundUnion Multicap Fund Growth | 3.5236 | 56.6098 |
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%
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.
Min Inv Amount: ₹500