HDFC Balanced Direct Plan Growth

Hybrid
Aggressive Hybrid
Moderately High Risk
12.07%
3Y annualised
-0.64% 1D
1M
6M
1Y
3Y
5Y
NAV: 01 Jun 2018₹154.43
Min. SIP amount₹300
Rating4
Fund size₹20,080.76Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns8.3%12.1%19.8%NA
Category average31.6%16.0%14.8%NA
Rank with in categoryNANANANA
Understand terms

Holdings (143)

NameSectorInstrumentAssets
FinancialEquity6.50%
TechnologyEquity3.82%
FinancialEquity3.38%
FMCGEquity3.25%
ConstructionEquity3.10%
FinancialEquity2.96%
HealthcareEquity1.94%
FinancialEquity1.77%
FinancialEquity1.76%
Cons DurableEquity1.75%
See All

Pros and cons

Category: Hybrid Aggressive Hybrid

Pros

Cons

5Y annualised returns higher than category average by 5.01%
Consistently lower annualised returns than category average for the past 1Y and 3Y
Lower expense ratio: 0.85%

Expense ratio, exit load and tax

Expense ratio: 0.85%

Inclusive of GST

Exit load

For units in excess of 15% of the investment, 1% will be charged for redemption within 365 days

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

NA

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIP₹300

Fund house & investment objective

Fund house contact details

Address
"HDFC House", 2nd Floor, H. T. Parekh Marg, 165-166, BackbayReclamation, Churchgate Mumbai 400020
Phone
NA
Launch Date
10 Dec 1999
E-mail
NA
HDFC Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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