HDFC Balanced Fund (G) NAV | HDFC Mutual Fund | HDFC Balanced Fund (G) Investment

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ranking by CRISIL

Good performance in the category

The scheme is ranked 2 in Balanced category by Crisil. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.
View Top ranked funds in this category

Benchmark Index:

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# Moneycontrol Rank within 22 Balanced Schemes.

Year	Qtr 1	Qtr 2	Qtr 3	Qtr 4	Annual
2013	-5.8	-	-	-	-
2012	15.5	-0.8	6.2	2.5	26.3
2011	-3.1	4.6	-5.1	-6.6	-10.8
2010	4.0	6.7	9.9	0.6	24.5
2009	-1.0	37.6	14.1	8.5	71.7
2008	-16.5	-7.9	3.5	-19.1	-36.9

* Returns over 1 year are Annualised

Fund returns v/s Category average (Balanced)

* Returns over 1 year are Annualised

	1 mth (%)	3 mth (%)	6 mth (%)	1 yr (%)	2 yr (%)	3 yr (%)	5yr (%)
Fund Returns	2.1	1.1	2.8	12.6	6.5	9.7	12.1
Category avg	3.1	2.7	5.1	18.9	7.1	7.3	6.6
Difference of Fund returns and Category returns	-1.0	-1.6	-2.3	-6.3	-0.6	2.4	5.5
Best of category	5.2	7.7	8.1	27.6	12.6	12.3	12.7
Worst of category	0.6	0.1	-4.7	3.3	-2.3	-0.5	-0.1

HDFC Balanced Fund (G) Review by Crisil - Rating: 4 (Rank 2 out of 5)

Investment Objective

To generate capital appreciation along with current income from a combined portfolio of equity & equity-related and ebt & money market instruments.

Fund Type	Open-Ended
Investment Plan	Growth
Launch date	Sep 11, 2000
Benchmark	CRISIL Balance Fund
Asset Size (Rs cr)	1,128.92 (Mar-30-2013)
Minimum Investment	Rs.5000
Last Dividend	N.A. View Dividend History
Bonus	N.A.
Fund Manager	Chirag Setalvad / Miten Lathia View performance of schemes managed by the Fund Manager
Notes	N.A

Entry Load	N.A
Exit Load	1.00%
Load Comments	Exit Load 1% if units are redeemed / switched-out within 1 year from the date of allotment.

Regd. Office	Ramon House, 3rd Floor,169, Backbay Reclamation, Churchgate, Mumbai, 400020
Tel. No.	66316333
Fax No.	91 22 22028862
Email	jmathews@hdfcindia.com
Website	http://www.hdfcfund.com/

Balanced	Crisil Rank	Assets (Rs.cr)
Balanced	Crisil Rank	Assets (Rs.cr)	3mth (%)	6mth (%)	1yr (%)	3yr (%)	5yr (%)
HDFC Prudence Fund (G)	Rank 3	6,124.90	2.5	4.7	16.1	8.3	12.7
HDFC Balanced Fund (G)	Rank 2	1,128.92	1.1	2.8	12.6	9.7	12.1
SBI Magnum Balanced Fund (G)	Rank 3	372.63	3.3	7.3	27.6	7.5	7.1
UTI Balanced Fund (G)	Rank 4	943.01	1.7	4.1	19.1	6.2	7.0
Reliance RSF - Balanced (G)	Rank 3	545.43	1.0	2.1	19.5	7.5	11.9
* Returns over 1 year are Annualised	More »

Equity	Sector	Value (Rs cr)	Asset %
ICICI Bank	Banking/Finance	36.07	3.16
Infosys	Technology	25.71	2.25
SBI	Banking/Finance	22.64	1.98
TCS	Technology	22.05	1.93
Ipca Labs	Pharmaceuticals	21.60	1.89
Supreme Ind	Manufacturing	21.27	1.86
MindTree	Technology	20.85	1.83
Divis Labs	Pharmaceuticals	19.88	1.74
Reliance	Oil & Gas	19.71	1.73
Union Bank	Banking/Finance	19.58	1.71