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HDFC BALANCED FUND - DIRECT PLAN - GROWTH OPTION

187.23
0.0 as on 07-Aug-2020
EQUITY

8.49

1 YEAR RETURNS

17.85

3 YEAR RETURNS

NA

5 YEAR RETURNS

5 / 5

FundExpert Rating
Buy


5000.0

Minimum Investment

500.0

Minimum SIP Investment

1000.0

Additional Purchase

Option Type

Three Year NAV

Peer Comparison

Peer Mutual Fund Fundexpert Rating Current Nav 1yr Return 3yr Return 5yr Return
HSBC FOCUSED EQUITY FUND REGULAR PLAN GROWTH 5 10.04 NA NA NA Buy
UTI CHILDRENS CAREER FUND (UTI CCF) - SAVINGS PLAN-REGULAR GROWTH 5 10.0 NA NA NA Buy
BOI AXA MULTI CAP FUND REGULAR PLAN - GROWTH 5 10.92 NA NA NA Buy
HDFC BANKING ETF NA NA NA NA NA Buy
QUANT SMALL CAP FUND REGULAR PLAN - GROWTH NA 53.09 NA NA NA Buy

Fund Portfolio

Top 5 Holdings

S. No Company Net Assets
1 ICICI Bank Ltd 9.09
2 State Bank of India 8.85
3 Larsen & Toubro Ltd 7.08
4 Reliance Industries Ltd 6.15
5 Infosys Ltd 5.91

Top 5 Sectors

S. no Sector Name Net Assets
1 Banks - Public Sector 18.86
2 Banks - Private Sector 14.03
3 Refineries 10.29
4 Power Generation And Supply 7.89
5 Computers - Software - Large 7.63