HDFC Balanced Fund: Will Its High AUM Become A Burden On Its Returns?

HDFC Balanced Fund is among the few well-managed funds from the stable of HDFC Mutual Fund. Launched nearly two decades ago, the fund has consistently outperformed the benchmark across market periods, while maintaining a tab on risk. The fund boasts of a stable fund management, with Mr Chirag Setalvad being at the helm for over a decade.

With the equity market rally over the past few years, investors would be tad disappointed with the fund’s returns. Over the past year, ended February 21, 2018, HDFC Balanced Fund generated a return of 16.31% in comparison to its benchmark return of 17.13%.

The longer-term returns of the fund are more encouraging. Over the longer periods of 3-years and 5-years, HDFC Balanced Fund has outpaced the Crisil Balanced Fund Index by a decent margin with returns of 10.76% and 18.92% respectively. The index generated a return of 8.19% and 12.12% over the same period.

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