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HDFC MF 2022 ਦੁਆਰਾ 4 ਵਧੀਆ ਪ੍ਰਦਰਸ਼ਨ ਕਰਨ ਵਾਲੇ ਸੰਤੁਲਿਤ ਫੰਡ
HDFC ਮਿਉਚੁਅਲ ਫੰਡ ਭਾਰਤ ਦੇ ਚੋਟੀ ਦੇ ਫੰਡ ਘਰਾਂ ਵਿੱਚੋਂ ਇੱਕ ਹੋਣ ਦੇ ਨਾਤੇ,ਸੰਤੁਲਿਤ ਫੰਡ ਦੁਆਰਾ ਪ੍ਰਦਾਨ ਕੀਤਾ ਗਿਆ ਹੈਏ.ਐਮ.ਸੀ ਨਿਵੇਸ਼ਕਾਂ ਦੁਆਰਾ ਸਭ ਤੋਂ ਵੱਧ ਮੰਗ ਕੀਤੀ ਜਾਂਦੀ ਹੈ। ਸੰਤੁਲਿਤ ਫੰਡ, ਜਿਨ੍ਹਾਂ ਨੂੰ ਹਾਈਬ੍ਰਿਡ ਫੰਡ ਵੀ ਕਿਹਾ ਜਾਂਦਾ ਹੈ, ਕਰਜ਼ੇ ਅਤੇ ਇਕੁਇਟੀ ਦੋਵਾਂ ਸਾਧਨਾਂ ਵਿੱਚ ਪੈਸਾ ਨਿਵੇਸ਼ ਕਰਦੇ ਹਨ।
ਇਕੁਇਟੀ ਅਤੇ ਨਿਯਮਤ ਰਿਟਰਨ ਦੁਆਰਾ ਲੰਬੇ ਸਮੇਂ ਦੀ ਦੌਲਤ ਦਾ ਨਿਰਮਾਣ ਕਰਕੇ ਪੋਰਟਫੋਲੀਓ ਨੂੰ ਸੰਤੁਲਿਤ ਕਰਨ ਲਈ AMC ਮਾਸਟਰ ਦੁਆਰਾ ਪ੍ਰਦਾਨ ਕੀਤੇ ਗਏ ਸੰਤੁਲਿਤ ਫੰਡਕਰਜ਼ਾ ਫੰਡ. ਬਹੁਤ ਸਾਰੇ ਨਿਵੇਸ਼ਕ ਜੋ ਨਵੇਂ ਹਨਮਿਉਚੁਅਲ ਫੰਡ ਨੂੰ ਤਰਜੀਹਨਿਵੇਸ਼ ਪਹਿਲਾਂ ਸੰਤੁਲਿਤ ਫੰਡਾਂ ਵਿੱਚ, ਕਿਉਂਕਿ ਉਹ ਦੂਜੇ ਦੋ ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਦਾ ਸੁਆਦ ਦਿੰਦੇ ਹਨ।
ਇਸ ਤਰ੍ਹਾਂ, ਨਿਵੇਸ਼ਕ ਜੋ ਚੋਟੀ ਦੇ ਫੰਡ ਹਾਊਸ ਵਿੱਚੋਂ ਇੱਕ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨਾ ਚਾਹੁੰਦੇ ਹਨ, HDFC ਮਿਉਚੁਅਲ ਫੰਡ ਦੁਆਰਾ ਇਹਨਾਂ ਚੋਟੀ ਦੇ ਪ੍ਰਦਰਸ਼ਨ ਵਾਲੇ ਸੰਤੁਲਿਤ ਫੰਡਾਂ ਦੀ ਚੋਣ ਕਰ ਸਕਦੇ ਹਨ। ਇਹ ਫੰਡ ਕੁਝ ਮਾਪਦੰਡ ਜਿਵੇਂ ਕਿ AUM, ਪਿਛਲੀਆਂ ਕਾਰਗੁਜ਼ਾਰੀਆਂ ਆਦਿ ਦੇ ਆਧਾਰ 'ਤੇ ਸ਼ਾਰਟਲਿਸਟ ਕੀਤੇ ਗਏ ਹਨ।
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ਐਚਡੀਐਫਸੀ ਮਿਉਚੁਅਲ ਫੰਡ ਵਿੱਚ ਕਿਉਂ ਨਿਵੇਸ਼ ਕਰੋ?
ਸ਼ਾਨਦਾਰ ਰੇਟਿੰਗਾਂ: ਕੰਪਨੀ ਦੀਆਂ ਕਈ ਸਕੀਮਾਂ ਦੀ CRISIL ਰੇਟਿੰਗ ਤਿੰਨ ਅਤੇ ਇਸ ਤੋਂ ਉੱਪਰ ਹੈ।
ਵਿਕਲਪਾਂ ਦੀ ਵਿਭਿੰਨਤਾ: HDFC ਮਿਉਚੁਅਲ ਫੰਡ ਵਿੱਚ ਨਿਵੇਸ਼ ਇੱਕ ਵਿਆਪਕ ਦੇ ਨਾਲ ਆਉਂਦਾ ਹੈਰੇਂਜ ਚੋਣਾਂ ਦਾ।
ਨਿਵੇਸ਼ਕ ਦੀ ਲੋੜ ਨੂੰ ਪੂਰਾ ਕਰਨਾ: ਕੰਪਨੀ ਦੇ ਉਤਪਾਦ ਹਨ ਜੋ ਹਰ ਕਿਸਮ ਦੇ ਅਨੁਕੂਲ ਹੋਣਗੇਨਿਵੇਸ਼ਕ. ਫੰਡ ਥੋੜ੍ਹੇ ਸਮੇਂ ਤੋਂ ਲੈ ਕੇ ਲੰਬੇ ਸਮੇਂ ਤੱਕ ਅਤੇ ਇੱਥੋਂ ਤੱਕ ਕਿ ਓਪਨ-ਐਂਡ ਤੋਂ ਲੈ ਕੇ ਬੰਦ-ਅੰਤ ਵਾਲੇ ਫੰਡਾਂ ਤੱਕ ਹੁੰਦੇ ਹਨ। ਕੰਪਨੀ ਇਹ ਯਕੀਨੀ ਬਣਾਉਂਦੀ ਹੈ ਕਿ ਨਿਵੇਸ਼ਕ ਨੂੰ ਉਹ ਪ੍ਰਾਪਤ ਹੁੰਦਾ ਹੈ ਜਿਸਦੀ ਉਹਨਾਂ ਨੂੰ ਲੋੜ ਹੁੰਦੀ ਹੈ। ਇਹ ਘੱਟ, ਮੱਧਮ ਅਤੇ ਉੱਚ ਜੋਖਮ ਵਾਲੇ ਉਤਪਾਦਾਂ ਦੀ ਵੀ ਪੇਸ਼ਕਸ਼ ਕਰਦਾ ਹੈ।
ਸਰਬੋਤਮ ਐਚਡੀਐਫਸੀ ਸੰਤੁਲਿਤ ਮਿਉਚੁਅਲ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) HDFC Hybrid Debt Fund Growth ₹78.5487
↑ 0.06 ₹3,293 -0.1 -0.1 6.4 9.6 10.2 10.5 HDFC Balanced Advantage Fund Growth ₹479.017
↑ 1.15 ₹94,251 -2.8 -5.6 5.7 19.3 19.1 16.7 HDFC Equity Savings Fund Growth ₹62.508
↓ -0.02 ₹5,584 -1 -1.6 5 9.2 10.7 10.3 HDFC Multi-Asset Fund Growth ₹66.268
↑ 0.02 ₹3,893 -0.2 -1.3 9.2 12.1 13.8 13.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Feb 25
(Erstwhile HDFC MF Monthly Income Plan - LTP) The primary objective of Scheme is to generate regular returns through investment primarily in Debt and Money Market Instruments. The secondary objective of the Scheme is to generate long-term capital appreciation by investing a portion of the Scheme`s assets in equity and equity related instruments. However, there can be no assurance that the investment objective of the Scheme will be achieved. HDFC Hybrid Debt Fund is a Hybrid - Hybrid Debt fund was launched on 26 Dec 03. It is a fund with Moderately High risk and has given a Below is the key information for HDFC Hybrid Debt Fund Returns up to 1 year are on (Erstwhile HDFC Growth Fund and HDFC Prudence Fund) Aims to generate long term capital appreciation from a portfolio that is invested predominantly in equity and equity related instruments. HDFC Balanced Advantage Fund is a Hybrid - Dynamic Allocation fund was launched on 11 Sep 00. It is a fund with Moderately High risk and has given a Below is the key information for HDFC Balanced Advantage Fund Returns up to 1 year are on The investment objective of the scheme is to provide capital
appreciation and income distribution to the investors using arbitrage
opportunities, investment in equity / equity related instruments and
debt / money market instruments. HDFC Equity Savings Fund is a Hybrid - Equity Savings fund was launched on 17 Sep 04. It is a fund with Moderately High risk and has given a Below is the key information for HDFC Equity Savings Fund Returns up to 1 year are on (Erstwhile HDFC Multiple Yield Fund - Plan 2005) To generate positive returns over medium time frame
with low risk of capital loss over medium time frame.
However, there can be no assurance that the
investment objective of the Scheme will be achieved HDFC Multi-Asset Fund is a Hybrid - Multi Asset fund was launched on 17 Aug 05. It is a fund with Moderate risk and has given a Below is the key information for HDFC Multi-Asset Fund Returns up to 1 year are on 1. HDFC Hybrid Debt Fund
CAGR/Annualized return of 10.2% since its launch. Ranked 16 in Hybrid Debt category. Return for 2024 was 10.5% , 2023 was 13.9% and 2022 was 6% . HDFC Hybrid Debt Fund
Growth Launch Date 26 Dec 03 NAV (20 Feb 25) ₹78.5487 ↑ 0.06 (0.07 %) Net Assets (Cr) ₹3,293 on 31 Jan 25 Category Hybrid - Hybrid Debt AMC HDFC Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.79 Sharpe Ratio 0.54 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 300 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for HDFC Hybrid Debt Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Feb 25 Duration Returns 1 Month -0.5% 3 Month -0.1% 6 Month -0.1% 1 Year 6.4% 3 Year 9.6% 5 Year 10.2% 10 Year 15 Year Since launch 10.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 10.5% 2023 13.9% 2022 6% 2021 13.4% 2020 10.2% 2019 6.6% 2018 0.6% 2017 10.8% 2016 13% 2015 3.8% Fund Manager information for HDFC Hybrid Debt Fund
Name Since Tenure Data below for HDFC Hybrid Debt Fund as on 31 Jan 25
Asset Allocation
Asset Class Value Equity Sector Allocation
Sector Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. HDFC Balanced Advantage Fund
CAGR/Annualized return of 18.1% since its launch. Ranked 23 in Dynamic Allocation category. Return for 2024 was 16.7% , 2023 was 31.3% and 2022 was 18.8% . HDFC Balanced Advantage Fund
Growth Launch Date 11 Sep 00 NAV (20 Feb 25) ₹479.017 ↑ 1.15 (0.24 %) Net Assets (Cr) ₹94,251 on 31 Jan 25 Category Hybrid - Dynamic Allocation AMC HDFC Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.43 Sharpe Ratio 0.44 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 300 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for HDFC Balanced Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Feb 25 Duration Returns 1 Month -2.7% 3 Month -2.8% 6 Month -5.6% 1 Year 5.7% 3 Year 19.3% 5 Year 19.1% 10 Year 15 Year Since launch 18.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 16.7% 2023 31.3% 2022 18.8% 2021 26.4% 2020 7.6% 2019 6.9% 2018 -3.1% 2017 27.9% 2016 9.4% 2015 0.3% Fund Manager information for HDFC Balanced Advantage Fund
Name Since Tenure Data below for HDFC Balanced Advantage Fund as on 31 Jan 25
Asset Allocation
Asset Class Value Equity Sector Allocation
Sector Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. HDFC Equity Savings Fund
CAGR/Annualized return of 9.4% since its launch. Ranked 12 in Equity Savings category. Return for 2024 was 10.3% , 2023 was 13.8% and 2022 was 6% . HDFC Equity Savings Fund
Growth Launch Date 17 Sep 04 NAV (20 Feb 25) ₹62.508 ↓ -0.02 (-0.03 %) Net Assets (Cr) ₹5,584 on 31 Jan 25 Category Hybrid - Equity Savings AMC HDFC Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2 Sharpe Ratio 0.18 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 300 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for HDFC Equity Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Feb 25 Duration Returns 1 Month -1% 3 Month -1% 6 Month -1.6% 1 Year 5% 3 Year 9.2% 5 Year 10.7% 10 Year 15 Year Since launch 9.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 10.3% 2023 13.8% 2022 6% 2021 16.8% 2020 8.8% 2019 5.8% 2018 0.9% 2017 16.5% 2016 14.1% 2015 2% Fund Manager information for HDFC Equity Savings Fund
Name Since Tenure Data below for HDFC Equity Savings Fund as on 31 Jan 25
Asset Allocation
Asset Class Value Equity Sector Allocation
Sector Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. HDFC Multi-Asset Fund
CAGR/Annualized return of 10.2% since its launch. Ranked 33 in Multi Asset category. Return for 2024 was 13.5% , 2023 was 18% and 2022 was 4.3% . HDFC Multi-Asset Fund
Growth Launch Date 17 Aug 05 NAV (20 Feb 25) ₹66.268 ↑ 0.02 (0.02 %) Net Assets (Cr) ₹3,893 on 31 Jan 25 Category Hybrid - Multi Asset AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderate Expense Ratio 1.97 Sharpe Ratio 0.8 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 300 Exit Load 0-15 Months (1%),15 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for HDFC Multi-Asset Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Feb 25 Duration Returns 1 Month -0.5% 3 Month -0.2% 6 Month -1.3% 1 Year 9.2% 3 Year 12.1% 5 Year 13.8% 10 Year 15 Year Since launch 10.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 13.5% 2023 18% 2022 4.3% 2021 17.9% 2020 20.9% 2019 9.3% 2018 -1.9% 2017 11.8% 2016 8.9% 2015 4.7% Fund Manager information for HDFC Multi-Asset Fund
Name Since Tenure Data below for HDFC Multi-Asset Fund as on 31 Jan 25
Asset Allocation
Asset Class Value Equity Sector Allocation
Sector Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
HDFC ਮਿਉਚੁਅਲ ਫੰਡ ਵਿੱਚ ਔਨਲਾਈਨ ਨਿਵੇਸ਼ ਕਿਵੇਂ ਕਰੀਏ?
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ਇਹ ਯਕੀਨੀ ਬਣਾਉਣ ਲਈ ਸਾਰੇ ਯਤਨ ਕੀਤੇ ਗਏ ਹਨ ਕਿ ਇੱਥੇ ਦਿੱਤੀ ਗਈ ਜਾਣਕਾਰੀ ਸਹੀ ਹੈ। ਹਾਲਾਂਕਿ, ਡੇਟਾ ਦੀ ਸ਼ੁੱਧਤਾ ਬਾਰੇ ਕੋਈ ਗਾਰੰਟੀ ਨਹੀਂ ਦਿੱਤੀ ਗਈ ਹੈ। ਕਿਰਪਾ ਕਰਕੇ ਕੋਈ ਵੀ ਨਿਵੇਸ਼ ਕਰਨ ਤੋਂ ਪਹਿਲਾਂ ਸਕੀਮ ਜਾਣਕਾਰੀ ਦਸਤਾਵੇਜ਼ ਨਾਲ ਤਸਦੀਕ ਕਰੋ।
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