Compare funds side-by-side

Pick up to 5 funds. We'll line up their prices from the same starting point (₹100) so you can see who did better.

HDFC Balanced Fund -Direct Plan - Dividend Option

Side-by-side metrics

Metric	#118932
Scheme	HDFC Balanced Fund -Direct Plan - Dividend Option
House	HDFC Mutual Fund
Category	Income
Latest NAV	₹33.89
1M return	-2.24%
3M return	-2.62%
6M return	-2.76%
1Y return	1.49%
3Y CAGR	4.76%
5Y CAGR	13.18%
Inception CAGR	10.14%
σ 1Y (annualized)	8.37%
σ 3Y (annualized)	10.29%
Max drawdown (all)	-22.06%
Sharpe 1Y (rf=6%)	-0.54
Sharpe 3Y (rf=6%)	-0.12