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Fund Analysis

Bull Market Leader

HDFC Balanced Fund has the ability to trounce the category in bull markets, but it can be volatile in bear phases

Last updated: 14-Nov-2022•Research Desk Follow Value Research Online on Google

If you want an aggressive balanced fund that will trounce the category in bull markets, this is the fund for you. The rating has been four or five stars for the last five years. Strategy: This fund maintains a more or less steady-state asset allocation between equities and debt. Since March 2013, 70 to 72 per cent of the portfolio has been in equities, irrespective of market conditions

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