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Fund Details
| Risk | High Risk | Minimum SIP Amount | ₹ 500.0 |
| NAV | 0.0 ( 17-Feb-2025) | Minimum Investment | ₹ 5000.0 |
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Peer Performance
| Fund | 3 Yr Return | 5 Yr Return |
 Mahindra Manulife Hybrid Equity Nivesh Yojana - Regular - Growth |
13.60 % | 16.84 % |
 HDFC Childrens Gift Fund |
14.12 % | 16.44 % |
 Shriram Balanced Advantage Fund - Regular - Growth |
7.28 % | 8.96 % |
| HDFC Prudence Fund - Growth |
0.00 % | 0.00 % |
 PGIM India Balanced Advantage Fund - Regular - Growth |
7.72 % | 0.00 % |
Additional Details
To provide periodic returns and capital appreciation over a long period of time, from a judicious mix of equity and debt investments, with the aim to prevent / minimise any capital erosion. Under normal circumstances, it is envisaged that the debt : equity mix would vary between 25:75 and 40:60 respectively. This mix may achieve the investment objective, may result in regular income, capital appreciation and may also prevent capital erosion.
Basic Details
| Fund House | HDFC Mutual Fund |
| Inception Date | 01 Feb 1994 |
| Fund Category | Balanced |
| Fund Type | Open Ended |
| Investment Plan | Growth |
| Risk Category | High Risk | AUM | ₹Cr |
Investment Details
| Minimum Investment | ₹5000.0 |
| Minimum Addl Investment | ₹1000.0 |
| SIP Allowed | Y |
| Min SIP amount | ₹500.0 |
| Exit Load | if redeemed bet. 0 year to 1 year exit load is 1% |
Contact Details
| Fund Manager | Prashant Jain |
