COMPARATIVE PERFORMANCEOFBALANCED MUTUALFUND SCHEMESOF HDFC ASSETMANAGEMENT

Abstract

This project titled *“Comparative Performance of Balanced Mutual Fund Schemes of HDFC AMC at ECS Financial Company” aims to evaluate and compare the performance of selected balanced (hybrid) mutual fund schemes managed by HDFC Asset Management Company (HDFC AMC). Balanced mutual funds invest in a combination of equity and debt instruments to provide capital appreciation along with stability and income generation, making them suitable for moderate-risk investors. The study is conducted in association with ECS Financial Company to understand how these balanced schemes are recommended to clients based on their financial goals, risk appetite, and investment horizon. The project analyzes the performance of selected HDFC balanced funds over a specific period using key financial indicatorssuch as CAGR, annualized returns,standard deviation, beta, Sharpe ratio, and alpha. The schemes are also compared with relevant benchmark indices and peer group funds to assess consistency, volatility, and risk-adjusted returns.