HDFC Balanced Fund (G)-Merged with HDFC Hybrid Equity Fund

4
Aggressive Hybrid NAV 147.069 0 01 June, 2018
  • 18.68%
  • 4Y 1M
HDFC Balanced Fund (G)-Merged with HDFC Hybrid Equity Fund was previously known as

HDFC Balanced Fund (G)

Fund Details

Category Aggressive Hybrid
Fund Type Open Ended
Investment Plan Growth
Launch Date 11 September, 2000
Benchmark CRISIL Balance Fund
Asset Size(Cr) 21076.1 (As on Sep 30, 2019)
Min Investment -
Min SIP Investment -
Min Addl Investment ₹ 1000
Exit Load 1% for 365 days
Expense Ratio 1.77% (As on Sep 30, 2019)
Fund Manager Chirag Setalvad

Investment Returns (As on 01 Jun, 2018)

  • 3 Month -0.94%
  • 6 Month 0.03%
  • 1 Year 6.97%
  • 3 Year 10.82%
  • 5 Year 18.68%
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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 (G)-Merged with HDFC Hybrid Equity Fund 6.97% 10.82% 18.68%
SBI Equity Hybrid Fund (G) 15.15% 10.62% 10.34%
ICICI Prudential Equity & Debt Fund (G) 6.53% 9.1% 9.04%
L&T Hybrid Equity Fund (G) 5.64% 7.85% 8.78%
Nippon India Equity Hybrid Fund (G) 2.96% 6.96% 7.33%
Aditya Birla Sun Life Equity Hybrid 95 Fund (G) 4.96% 6.12% 7.58%

HDFC Balanced Fund : Appreciating Capital & Stabilising Income

HDFC Balanced Fund growth is one of the top performing mutual funds in india which is empowered to supply high worth of capital to the investors along with stable income. Launched on September 11, 2000, hdfc balanced mutual fund scheme is designed by the expert fund managers of HDFC mutual Funds, and currently administered by Mr Chirag Setalvad. It is a consistent performer in the mutual fund industry for a long time and has returned greater profits to the investors. Being a balanced funds, hdfc balanced growth fund aims to provide capital growth and stable income so as to ensure financial soundness for the investors.

The primary objective of HDFC Balanced Fund growth nav scheme is to generate capital appreciation along with current income from a combined portfolio of equities and debts. The investors seeking financial stability and high growth of investments in the long-term must have hdfc balanced mutual fund in their portfolio. By investing the fund in two different assets, viz., equity & debt simultaneously, the scheme endeavours to cater to the varied needs of the investors so as to help them reach their financial goals.

HDFC Balanced Fund Growth: Investment Details

The scheme is an open-ended balanced plan offering the growth style of investing in order to help the investors gain superior income over a long-term period. There is no entry load for the scheme, while for exit load there are certain conditions: For redeeming up to 15% of the units, NIL exit load is applicable, and for redeeming funds more than the limit specified 1% exit load is applicable. However, if the funds are redeemed or switched after one year of allotment, no exit load is charged.

The minimum investment amount for lump sum is Rs.5000, while for HDFC Balanced Fund SIPs the minimum amount to be invested is Rs.500 only. The investments made in hdfc balanced mutual fund plan are evaluated as against CRISIL Balanced Fund which is the set benchmark for the scheme. The SIP investment plan for making a worthwhile investment in hdfc balanced mutual fund scheme are recommended to the investors so as to provide growth to the portfolio. NAV of HDFC Balanced Fund amounted to Rs.124.295 as on January 30, 2017. This value is helpful in determining the accurate investment worth of the current investors and to know how many units shall be allotted to the newbie investors.

HDFC Balanced Mutual Fund G : Performance Record

HDFC Balanced Fund growth scheme’s performance and track record can be analysed as per the past year’s returns and ranking by CRISIL to get a rough idea about the scheme’s potential. It is ranked ‘Second’ by CRISIL in the ‘Balanced Fund’ category for the quarter which ended in September 2016. The absolute annual returns of hdfc balanced growth fun nav plan have reached up to 51.1% in the year 2014, which has helped many investors in gaining tremendous income. Moreover, the annualised returns on the three- and five-year investments are 22.3% and 18.0%, respectively.

The investors can use the SIP return calculator before investing in hdfc balanced fund growth nav plan and to compute the accurate worth of their investments on maturity. The returns offered by the scheme since its launch are 16.61% which is remarkable enough to evaluate its potential to grow wealth.

HDFC Balanced Fund Growth NAV : Portfolio Concentration

With an asset size of Rs. 8,313 crore as on December 31, 2016, hdfc balanced fund SIP scheme has allotted majority of the funds in the equity stocks, i.e., 68.94% of the total investment amount. Moreover, in order to enhance the credibility of the scheme, 30.27% of the money has been invested in the debt instruments to provide balance to the portfolio. Moreover, the money market investments which are quite less help in gaining return stability with a fixed income from debt mutual funds.

The sector allocation of the scheme shows that a majority of the capital is being invested in the financial, energy, automobile, technology, and FMCG industries. Moreover, the top holdings of the plan include HDFC Bank, Reliance Industries, ICICI Bank, Larsen & Toubro, Infosys, and State Bank of India. This ensures consistency in the returns offered by hdfc balanced fund growth nav scheme to the unitholders in order to build a huge wealth for their future.

We recommend hdfc balanced growth fund nav plan to the investors seeking consistent returns with minimised risk factors for creating huge profits for their future. The scheme has been designed after immense research and analysis and has been considered to be among the best mutual fund investment plans for investors.

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