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NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%
HDHDFC MFDirect · Growth

HDFC Balanced Fund - Growth - Direct Plan

hybridHybrid - Aggressive Hybrid FundBenchmark: NIFTY 50 Hybrid Composite Debt 65:35 Index
NAV · 01 Jun 2018₹154.43-0.64%
AUM₹22.1k Crfrom this fund's primary plan
Expense Ratio0.48%
CAGR—
Exit LoadNIL upto 15% of investment and 1% in excess of 15% of investment on or before 1Y, NIL after 1Y
Min SIP₹500from this fund's primary plan
Launched2012

Investment Objective

The primary objective of the Scheme is to generate capital appreciation along with current income from a combined portfolio of equity & equity related and debt & money market instruments

Fund Mandate

Debt0%–40%
Equity0%–60%
MMI0%–40%
Others0%–40%
Fund Managers
CS
Chirag Setalvad
Fund Manager
Key Information
0.48%
₹500from this fund's primary plan
₹5,000
NIL upto 15% of investment and 1% in excess of 15% of investment on or before 1Y, NIL after 1Y
Nil
Inception31 Dec 2012
AMCHDFC MF
Top Holdings

Portfolio holdings not disclosed for this fund yet.

On This Page
NAV growthTop holdings
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Trailing Returns
PeriodReturns
1 Day-0.64%
Risk Metrics

Risk metrics are not available for this fund.

Fees
0.48%
NIL upto 15% of investment and 1% in excess of 15% of investment on or before 1Y, NIL after 1Y
Nil
₹500from this fund's primary plan
₹5,000
Capital Gains Tax, general rules

This is a debt/other (non-equity-oriented) fund. For units acquired on or after 1 April 2023, gains are taxed at your applicable income-tax slab rate regardless of holding period, the earlier long-term/indexation treatment for debt funds was removed by the Finance Act 2023.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme