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HDFC Balanced Fund - Growth

  • Regular
  • Direct
Category : Aggressive Hybrid Fund
Fund House : HDFC Mutual Fund
  • NAV
    : ₹ 147.069 -0.64%
    (as on 01st June, 2018)
This scheme closed on 01-06-2018 & the data you are seeing is not latest data.
This Scheme
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Returns (NAV as on 01st January, 1970)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Rank within Category
No Data Found

SIP Returns (NAV as on 01st January, 1970)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
No Data Found
 

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.|If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Portfolio

This fund is inactive, so it does not have any stocks/debt in its current portfolio.

Alternative Funds (Category Peers)

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
ICICI Prudential Equity & Debt Fund - Growth 5 18586.87 5.49 3.32 2.02 16.12 20.97
Quant Absolute Fund - Growth 5 437.03 6.78 4.93 5.01 9.87 29.92
Edelweiss Aggressive Hybrid Fund - Growth 4 237.53 5.96 5.11 1.06 8.10 16.20
Kotak Equity Hybrid Fund - Growth 5 2539.24 5.18 4.60 1.30 7.77 18.63
Tata Hybrid Equity Fund - Regular Plan - Growth 3 3027.41 6.21 7.79 2.54 7.44 14.33
Mahindra Manulife Hybrid Equity Nivesh Yojana - Regular Plan - Growth NA 461.70 6.32 6.22 0.64 7.25 19.31
HDFC Hybrid Equity Fund - Growth 4 17191.96 5.67 5.63 1.75 7.14 15.71
HDFC Hybrid Equity Fund - Growth (Adjusted NAV) NA 17191.96 5.67 5.63 1.75 7.14 15.71
UTI Hybrid Equity Fund - Growth 4 4069.17 4.76 6.06 1.58 6.83 16.30
SBI Equity Hybrid Fund - Regular Plan - Growth 4 48908.09 5.88 4.58 1.45 6.76 15.12

More Funds from HDFC Mutual Fund

Out of 67 mutual fund schemes offered by this AMC, 6 is/are ranked 5 * , 7 is/are ranked 4 * , 13 is/are ranked 3 * , 8 is/are ranked 2 * , 2 is/are ranked 1 * , and 31 schemes are not ranked. See more about AMC

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
HDFC Liquid Fund - Growth 3 50128.84 0.38 1.15 1.99 3.68 3.96
HDFC Balanced Advantage Fund - Growth 4 43078.53 6.99 4.81 4.90 13.20 16.88
HDFC Mid-Cap Opportunities Fund - Growth 3 29095.04 11.47 5.84 1.99 9.91 24.55
HDFC Flexi Cap Fund - Growth 5 26511.45 10.03 6.03 3.96 15.48 19.38
HDFC Corporate Bond Fund - Growth 2 21663.40 0.66 1.22 1.06 2.43 6.35
HDFC Top 100 Fund - Growth 5 19910.47 10.52 4.46 0.34 8.22 18.53
HDFC Top 100 Fund - Growth 5 19910.47 8.97 4.99 1.65 10.12 15.33
HDFC Overnight Fund - Growth NA 18602.96 0.40 1.09 1.91 3.52 3.52
HDFC Overnight Fund - Growth NA 18602.96 0.42 1.15 2.01 3.74 3.72
HDFC Hybrid Equity Fund - Growth (Adjusted NAV) NA 17191.96 7.24 4.21 0.19 6.44 16.03

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