HDFC Balanced Fund
The growth of equity with the foundation of debt. Presenting HDFC Balanced Fund which aims to generate capital appreciation along with current income from a combined portfolio of equity and debt instruments. Thus this fund provides the growth of equity and stability of debt.
The Scheme is ideal for investors with an appetite for average risk looking for a unique proposition of spreading the investment into two broad divisions and it also helps to maintain the asset allocation in a convenient, tax efficient and timely manner.
Investment Strategy:-
Equities – The fund aims to maintain an effectively diversified portfolio. There is no cap / style bias. The portfolio comprises of Large & Mid-cap Stocks.
While selecting stocks, the focus is on:
• Sound quality companies.
• Companies that enjoy Leadership / near leadership position.
• Companies / businesses with superior growth prospects available at a reasonable price.
Fixed income – The debt portfolio is actively managed based on the interest rate outlook. Securities are selected after assessing credit, interest rate and liquidity risk. The scheme invests in debt instruments such as government securities, securitized debts, corporate debentures and bonds, quasi-government bonds and money market instruments. There is a preference for high-quality assets of short-term maturities.
The Scheme proposes to continuously monitor the potential for both debt and equities to arrive at a dynamic allocation between the asset classes.
Minimum Application Amount:- Rs. 5000 and any amount thereafter.
Fund Manager:- Chirag Setalvad.
No Transaction Charges on any Investment Amount.
To Invest
Application Form can be downloaded via Application Form HDFC Balanced Fund
Cheque will be drawn in favor of HDFC Balanced Fund.
You Can Also INVEST ONLINE
To Download KYC Forms Click Here
Application Forms can be sent at Your nearest CAMS Location
For More Information Call 9315120004, Or Whatsapp your query @ 9896155783.
Mutual Fund Investments are Subject To Market Risks Please read Offer Documents before Making Investments.