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

4
Aggressive Hybrid NAV 12.552 0.37 14 January, 2021
  • 18.68%
  • 4Y 1M
HDFC Balanced Fund - Dividend-Merged with HDFC Hybrid Equity Fund was previously known as

HDFC Balanced Fund - Dividend - Reinvestment

Fund Details

Category Aggressive Hybrid
Fund Type Open Ended
Investment Plan Dividend
Launch Date 11 September, 2000
Benchmark CRISIL Balance Fund
Asset Size(Cr) 17,168 (As on November 30, 2020)
Min Investment -
Min SIP Investment -
Min Addl Investment ₹ 1000
Exit Load
Expense Ratio 1.81% (As on November, 2020)
Fund Manager Chirag Setalvad

Investment Returns (As on 14 Jan, 2021)

  • 3 Month -0.94%
  • 6 Month 0.03%
  • 1 Year 6.97%
  • 3 Year 10.82%
  • 5 Year 18.68%
Graph
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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%
SBI Equity Hybrid Fund (G) 15.5% 9.53% 12.56%
ICICI Prudential Equity & Debt Fund (G) 14.16% 7.25% 12.96%
L&T Hybrid Equity Fund (G) 15.43% 5.68% 10.54%
Aditya Birla Sun Life Equity Hybrid 95 Fund (G) 13.7% 4.62% 10.2%
Nippon India Equity Hybrid Fund (G) -2.75% -1.48% 6.34%
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