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HDFC Balanced Fund is now HDFC Hybrid Equity Fund

Tuesday, October 2, 2018 by Indian Real Estate News



 
Equity Exposure Around 70%* Similar to HDFC Balanced Fund
Underlying Portfolio No major change Click here to compare portfolio for May'18 and Jun'18
Performance Track Record Historical performance of HDFC Balanced Fund # Track Record of HDFC Balanced Fund for performance analysis
Click here for detailed performance
Fund Manager Chirag Setalvad Same as HDFC Balanced Fund
Benchmark NIFTY 50 Hybrid Composite Debt 65:35 Index Same as HDFC Balanced Fund
Number of units held by the investor Changed Unitholders of HDFC Balanced Fund have been alloted proportionate units of HDFC Hybrid Equity Fund in lieu of their units in HDFC Balanced Fund, such that their total investment value on the day of merger remains UNCHANGED
Dividend Frequency Quarterly Same as HDFC Balanced Fund

^ Merger of HDFC Balanced Fund with HDFC Premier Multi-Cap Fund does not result in capital gains taxation as per prevailing tax laws

* As per current investment strategy,which is subject to change.For detailed Investment Strategy and Asset Allocation Pattern please refer to Scheme Information Document.

# Effective close of business hours of June 1, 2018, HDFC Balanced Fund merged with HDFC Premier Multi Cap Fund (HDFC Hybrid Equity Fund after changes in fundamental attributes). As the portfolio characteristics and the broad investment strategy of HDFC Hybrid Equity Fund is similar to that of erstwhile HDFC Balanced Fund, the track record/past performance of erstwhile HDFC Balanced Fund has been shown herein, in line with SEBI circular dated April 12, 2018 on performance disclosure post consolidation/ merger of schemes.


HDFC Mutual Fund logo
 
 
HDFC Hybrid Equity Fund is suitable for investors who are seeking *
 
  • To generate long-term capital appreciation/income

  • Investments predominantly in equity & equity related instruments. The scheme will also invest in debt and money market instruments.
Riskometer

moderate high risk
   
* Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
disclaimer



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