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Mutual Fund Review – HDFC Balanced

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Fund Name: HDFC Balanced (G)

Ranked #3 by CRISIL

Category: Hybrid – Equity oriented

Expense Ratio: 2.29%

Risk Level: Average

Benchmark: Crisil balanced

Objective: To generate capital appreciation along with current income from a combined portfolio of equity and equity related and debt and money market instruments.

Returns (Annualized)


Our Review

HDFC Balanced (G) has made its inception in the year 2000. Since inception, it has produced annualized returns of 15.62%. It has managed to beat the benchmark index as well as category average consistently in the 1, 3 and 5 year returns.

Top 5 holdings of the fund include Infosys, Mindtree, TCS, ICICI bank and Persistent systems. The fund invests 60-70% of assets into equities and the rest in debt. The fund is perfect for those looking for long term capital growth through investment in equities. The fund does the job of diversification for us. Choose this fund only if you are ready to stay with it for more than 5 years.

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