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

4
Aggressive Hybrid NAV 11.671 -0.057 16 July, 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) 22221.2 (As on June 30, 2019)
Min Investment -
Min SIP Investment -
Min Addl Investment ₹ 1000
Exit Load 1% for 365 days
Expense Ratio 1.77% (As on June 30, 2019)
Fund Manager Chirag Setalvad (11.0)

Investment Returns (As on 16 Jul, 2019)

  • 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%
ICICI Prudential Equity & Debt Fund (G) 10.37% 10.82% 11.69%
SBI Equity Hybrid Fund (G) 10.32% 10.72% 12.02%
Reliance Equity Hybrid Fund (G) 1.09% 8.01% 9.7%
L&T Hybrid Equity Fund (G) 1.2% 7.96% 10.81%
Aditya Birla Sun Life Equity Hybrid 95 Fund (G) 2.27% 7.11% 10%
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