The smart investors rely on the equity-oriented balanced funds as they know the benefits generated by them. HDFC Balanced Fund is one such equity-oriented plan which is aimed to providing the benefits of both the worlds. The equity investments in this fund provide the tax efficiency on the one side and the ability to offer the inflation-adjusted returns. Being a fully diversified fund, this balanced fund provides a high degree of risk management, and thus safeguards the invested capital. Here in this write-up, we will let you know the benefits of both the worlds offered by this HDFC Balanced Fund G which will let you attain the not only financial stability but also capital appreciation.
The Equity Investments in the HDFC Balanced Growth Fund
The scheme holds a tremendous high-yielding portfolio with the stocks and shares of various companies which intend to generate wealth-building opportunities. With the majority of the funds in the equity and related instruments, this fund aims to provide the benefit of making the most of the bull market. The major capital is being invested in the companies falling in the financial, FMCG, technology, automobile, energy, and construction. The top holdings of the scheme are HDFC Bank, Infosys, HDFC, ITC, Larsen & Toubro, ICICI Bank, and Aurobindo Pharma. These all are among the top corporate houses in their respective industries and offer the greatest opportunity of providing capital appreciation.
The Debt Investments in HDFC Balanced Fund (G)
Being a hybrid fund, the scheme holds a considerable quantity of debt investments as well. Almost 30.7% of the total pooled capital is being invested in the debt and money market instruments in order to maintain a balance as well as return stability. With a high-interest rate sensitivity and higher credit quality, the debt investments in this HDFC Mutual Fund are highly appreciable to yield regular income. Majority of the debt assets which are held by this scheme are SOV, AAA, Cash Equivalent, and AA rated which show the credibility of the fund.
HDFC Balanced Fund – Performance Graph
This fund holds the “First” position in the balanced fund category as per the CRISIL rating for the quarter ended in December 2017. The absolute annual returns of the scheme are exceptionally well in the past six years having a record of yielding 51% absolute annual returns in 2014, and 27.1% in the year 2017 which are much greater than the peers and the benchmark. Moving further, the annualised returns of the scheme have also proved its efficiency with a record of 11.8% and 18.8%, respectively for three and five years. The peer comparison showcases a proficient position of this HDFC scheme, thus making it a top ranker.
Hence, HDFC Balanced Fund (G) is absolutely a perfect buy for those investors who are willing to enhance their capital worth, gain tax efficiency, and earn regular income to maintain financial stability. So, if you are among those investors, then you must not delay your investment and start investing now.
We, at MySIPonline, are ready to provide you with the best investment services to make a right buy of mutual funds online. If you need any assistance and require a platform to buy HDFC Balanced Fund online in India, then you must get associated with us right away to feel the difference.
The Equity Investments in the HDFC Balanced Growth Fund
The scheme holds a tremendous high-yielding portfolio with the stocks and shares of various companies which intend to generate wealth-building opportunities. With the majority of the funds in the equity and related instruments, this fund aims to provide the benefit of making the most of the bull market. The major capital is being invested in the companies falling in the financial, FMCG, technology, automobile, energy, and construction. The top holdings of the scheme are HDFC Bank, Infosys, HDFC, ITC, Larsen & Toubro, ICICI Bank, and Aurobindo Pharma. These all are among the top corporate houses in their respective industries and offer the greatest opportunity of providing capital appreciation.
The Debt Investments in HDFC Balanced Fund (G)
Being a hybrid fund, the scheme holds a considerable quantity of debt investments as well. Almost 30.7% of the total pooled capital is being invested in the debt and money market instruments in order to maintain a balance as well as return stability. With a high-interest rate sensitivity and higher credit quality, the debt investments in this HDFC Mutual Fund are highly appreciable to yield regular income. Majority of the debt assets which are held by this scheme are SOV, AAA, Cash Equivalent, and AA rated which show the credibility of the fund.
HDFC Balanced Fund – Performance Graph
This fund holds the “First” position in the balanced fund category as per the CRISIL rating for the quarter ended in December 2017. The absolute annual returns of the scheme are exceptionally well in the past six years having a record of yielding 51% absolute annual returns in 2014, and 27.1% in the year 2017 which are much greater than the peers and the benchmark. Moving further, the annualised returns of the scheme have also proved its efficiency with a record of 11.8% and 18.8%, respectively for three and five years. The peer comparison showcases a proficient position of this HDFC scheme, thus making it a top ranker.
Hence, HDFC Balanced Fund (G) is absolutely a perfect buy for those investors who are willing to enhance their capital worth, gain tax efficiency, and earn regular income to maintain financial stability. So, if you are among those investors, then you must not delay your investment and start investing now.
We, at MySIPonline, are ready to provide you with the best investment services to make a right buy of mutual funds online. If you need any assistance and require a platform to buy HDFC Balanced Fund online in India, then you must get associated with us right away to feel the difference.
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