HDFC Balanced Fund - Dividend-Merged with HDFC Hybrid Equity Fund

4
Aggressive Hybrid NAV 11.922 -0.308 20 May, 2019
  • 18.68%
  • 4Y 1M

Fund Details

Category Aggressive Hybrid
Fund Type Open Ended
Investment Plan Dividend
Launch Date 11 September, 2000
Benchmark CRISIL Balance Fund
Asset Size(Cr) 22383.77 (As on Apr 30, 2019)
Min Investment -
Min SIP Investment -
Min Addl Investment ₹ 1000
Exit Load 1% for 365 days
Expense Ratio 1.81% (As on Apr 30, 2019)
Fund Manager Chirag Setalvad (11.0)

Investment Returns (As on 20 May, 2019)

  • 3 Month -0.94%
  • 6 Month 0.03%
  • 1 Year 6.97%
  • 3 Year 10.82%
  • 5 Year 18.68%
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Returns Compare with Others
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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
HDFC Balanced Fund - Dividend-Merged with HDFC Hybrid Equity Fund 6.97% 10.82% 18.68%
ICICI Prudential Equity & Debt Fund (G) 7.85% 13.93% 13.31%
SBI Equity Hybrid Fund (G) 8.5% 12.63% 13.99%
L&T Hybrid Equity Fund (G) -0.3% 10.65% 12.85%
Aditya Birla Sun Life Equity Hybrid 95 Fund (G) 0.76% 10.03% 11.7%
Reliance Equity Hybrid Fund (G) -1.84% 9.96% 11.33%
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I was new to investments when I start investing in HDFC Balanced Fund. In the past few months, my returns were low, and I was worried about my money. I was about to stop my investment when the support team of this online investment portal has asked not to do this. They told me about the market corrections and convinced me to stay invested for the long run. The team helped me with all my doubts, and I am very much happy to be invested with them. You all are doing great work!
Nishant Rai
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