otherModerate risk

HDFC Balanced Fund -Direct Plan - Growth Option

A specialised fund. Check the scheme details for what it invests in. From HDFC Mutual Fund. It's been running since 1 Jan 2013.

Latest price per unit

₹154.425

▼ 0.64% today

As of 1 Jun 2018 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.08 L

▲ ₹8.3k gain · 8.3% / year

Invested 3 years ago

₹1.41 L

▲ ₹40.8k gain · 12.1% / year

Invested 5 years ago

₹2.47 L

▲ ₹1.47 L gain · 19.8% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

9.7%

The value swings roughly 10% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-14.01%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year8.26%

CAGR — 3 years12.07%

CAGR — 5 years19.81%

CAGR — since launch17.55%

Volatility — 1 year (annualised)7.82%

Volatility — 3 years (annualised)9.72%

Max drawdown — 1 year-7.42%

Max drawdown — 3 years-14.01%

Sharpe ratio — 1 year (rf=6%)0.26

Sharpe ratio — 3 years (rf=6%)0.58

Fund info

Fund house: HDFC Mutual Fund
Category: Income
Plan: Direct
Option: Growth
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 118933
First price on record: 1 Jan 2013 · 1,333 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.