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HDFC Balanced Fund - Growth Option

Category: Balanced Funds Equity Oriented
Launch Date: 11-09-2000
Asset Class: Mixed Asset
Benchmark: Crisil Balanced Fund Aggressive Index
Expense Ratio: 2.01% As on (31-03-2018)
Status: Open Ended Schemes(Balanced) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 20,400.53 Cr As on (31-03-2018)
Turn over: 56.72%
NAV as on 21-05-2018

146.027

-1.06 (-0.7259%)

CAGR Since Inception

16.35%

PERFORMANCE of HDFC Balanced Fund - Growth Option

Scheme Performance (%)

Data as on - 21-05-2018

Yearly Performance (%)

Fund Managers

Mr. Chirag Setalvad, Mr. Rakesh Vyas

Mr. Setalvad is a B. Sc and MBA from University of North Carolina. Prior to joining HDFC AMC he has worked with New Vernon Advisory Services Ltd., HDFC AMC and ING Barings N.V.

Investment Objective

The scheme seeks to generate capital appreciation with current income from a combined portfolio of equity and debt instruments. Under normal circumstances the scheme would take 60 % exposure to equity instruments while the balance would be allocated to debt instruments.

RETURNS CALCULATOR for HDFC Balanced Fund - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of HDFC Balanced Fund - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HDFC Balanced Fund - Growth Option 10.12 1.29 4.87 1.09 7.31 7.14
Balanced Funds Equity Oriented - - - - - -

PEER COMPARISION of HDFC Balanced Fund - Growth Option

Period
Data as on - 21-05-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
HDFC Balanced Fund - Growth Option 11-09-2000 8.19 16.53 10.79 18.26 14.97
BOI AXA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH 13-07-2016 21.04 0.0 0.0 0.0 0.0
Principal Balanced Fund-Growth 14-01-2000 14.48 22.37 13.92 16.86 10.66
Axis Childrens Gift Fund - Lock in - Growth 08-12-2015 12.16 11.23 0.0 0.0 0.0
SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth 31-12-1995 12.15 14.46 9.25 16.43 11.45
IDFC DEF_Regular Plan_Growth 10-10-2014 10.24 10.01 6.38 0.0 0.0
Reliance Equity Hybrid Fund - Growth Plan 08-06-2005 9.62 15.87 10.78 16.29 13.97
MOFDYNAMIC - Regular Plan - Growth Option 27-09-2016 9.3 0.0 0.0 0.0 0.0
Sundaram Equity Hybrid Fund Regular Growth 23-06-2000 8.9 15.3 9.12 10.74 7.94
Canara Robeco Balance - Regular Plan - Growth 01-02-1993 8.71 15.68 9.66 15.75 12.51

PORTFOLIO ANALYSIS of HDFC Balanced Fund - Growth Option

Asset Allocation (%)

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