Compare funds

Overlay up to 5 funds. NAV values normalized to ₹100 at start of range.

HDFC Balanced Fund - Dividend Option

Side-by-side metrics

Metric	#100121
Scheme	HDFC Balanced Fund - Dividend Option
House	HDFC Mutual Fund
Category	Income
Latest NAV	₹30.651
1M return	-2.36%
3M return	-3.16%
6M return	-3.71%
1Y return	-0.33%
3Y CAGR	3.57%
5Y CAGR	10.97%
Inception CAGR	4.07%
σ 1Y (annualized)	8.48%
σ 3Y (annualized)	10.23%
Max drawdown (all)	-54.92%
Sharpe 1Y (rf=6%)	-0.75
Sharpe 3Y (rf=6%)	-0.24