সেরা ব্যালেন্সড মিউচুয়াল ফান্ড ইন্ডিয়া 2022

Updated on November 24, 2025 , 16842 views

শীর্ষব্যালেন্সড ফান্ড হয়যৌথ পুঁজি যারা তাদের সম্পদের 65% এর বেশি বিনিয়োগ করেইক্যুইটি এবং ভাল সামগ্রিক রিটার্ন প্রদানের জন্য ঋণ উপকরণে অবশিষ্ট সম্পদ। ব্যালেন্সড মিউচুয়াল ফান্ডগুলি বিনিয়োগকারীদের জন্য উপকারী যারা একটি নিতে ইচ্ছুকবাজার পাশাপাশি কিছু নির্দিষ্ট রিটার্ন খুঁজতে গিয়ে ঝুঁকি। ইক্যুইটি এবং স্টকগুলিতে বিনিয়োগ করা সম্পদগুলি বাজার-সংযুক্ত রিটার্ন অফার করে যখন ঋণের উপকরণগুলিতে বিনিয়োগ করা সম্পদগুলি নির্দিষ্ট রিটার্ন অফার করে। ইক্যুইটি এবং ঋণ উভয়ের সংমিশ্রণ হওয়ায়, বিনিয়োগকারীদের যখন খুব সতর্ক হওয়া উচিতবিনিয়োগ এই তহবিল মধ্যে. ব্যালেন্সড মিউচুয়াল ফান্ডে বিনিয়োগ করার আগে বিনিয়োগকারীদের শীর্ষ ব্যালেন্সড ফান্ড খোঁজার পরামর্শ দেওয়া হয়। আমরা নীচে শীর্ষ ব্যালেন্সড মিউচুয়াল ফান্ড তালিকাভুক্ত করেছি।

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2022 - 2023 ভারতে বিনিয়োগের জন্য শীর্ষ 7টি ব্যালেন্সড মিউচুয়াল ফান্ড

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
Sundaram Equity Hybrid Fund Growth	₹135.137 ↑ 0.78	₹1,954	0.5	10.5	27.1	16	14.2
SBI Dynamic Asset Allocation Fund Growth	₹15.9463 ↑ 0.03	₹655	3.9	6.2	25.1	6.9	8.3
ICICI Prudential Multi-Asset Fund Growth	₹809.813 ↑ 6.15	₹71,900	6.6	8.2	16	19.3	23.6	16.1
SBI Multi Asset Allocation Fund Growth	₹63.9557 ↑ 0.10	₹11,306	8	10	15.5	17.5	15.1	12.8
Baroda Pioneer Hybrid Equity Fund Growth	₹81.2894 ↑ 0.36	₹389	-3.5	-0.8	14.8	14.3	11.2
Franklin India Multi - Asset Solution Fund Growth	₹21.4794 ↑ 0.00	₹87	1.9	3.3	13.4	13.5	14.4	11.7
Axis Triple Advantage Fund Growth	₹43.4024 ↑ 0.01	₹1,705	7.7	10.5	12.9	13.4	12.5	15.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Dec 21

Research Highlights & Commentary of 7 Funds showcased

Commentary	Sundaram Equity Hybrid Fund	SBI Dynamic Asset Allocation Fund	ICICI Prudential Multi-Asset Fund	SBI Multi Asset Allocation Fund	Baroda Pioneer Hybrid Equity Fund	Franklin India Multi - Asset Solution Fund	Axis Triple Advantage Fund
Point 1	Upper mid AUM (₹1,954 Cr).	Lower mid AUM (₹655 Cr).	Highest AUM (₹71,900 Cr).	Upper mid AUM (₹11,306 Cr).	Bottom quartile AUM (₹389 Cr).	Bottom quartile AUM (₹87 Cr).	Lower mid AUM (₹1,705 Cr).
Point 2	Oldest track record among peers (25 yrs).	Established history (10+ yrs).	Established history (23+ yrs).	Established history (19+ yrs).	Established history (22+ yrs).	Established history (11+ yrs).	Established history (15+ yrs).
Point 3	Rating: 2★ (upper mid).	Not Rated.	Rating: 2★ (lower mid).	Top rated.	Rating: 3★ (upper mid).	Not Rated.	Rating: 2★ (lower mid).
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderate.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 14.20% (lower mid).	5Y return: 8.31% (bottom quartile).	5Y return: 23.59% (top quartile).	5Y return: 15.13% (upper mid).	5Y return: 11.17% (bottom quartile).	5Y return: 14.43% (upper mid).	5Y return: 12.54% (lower mid).
Point 6	3Y return: 16.03% (upper mid).	3Y return: 6.92% (bottom quartile).	3Y return: 19.26% (top quartile).	3Y return: 17.45% (upper mid).	3Y return: 14.26% (lower mid).	3Y return: 13.51% (lower mid).	3Y return: 13.36% (bottom quartile).
Point 7	1Y return: 27.10% (top quartile).	1Y return: 25.12% (upper mid).	1Y return: 16.04% (upper mid).	1Y return: 15.51% (lower mid).	1Y return: 14.82% (lower mid).	1Y return: 13.37% (bottom quartile).	1Y return: 12.92% (bottom quartile).
Point 8	1M return: 1.80% (upper mid).	1M return: 1.04% (lower mid).	1M return: 1.32% (lower mid).	1M return: 2.18% (top quartile).	1M return: -2.79% (bottom quartile).	1M return: 0.56% (bottom quartile).	1M return: 1.78% (upper mid).
Point 9	Alpha: 5.81 (upper mid).	Alpha: 0.00 (upper mid).	Alpha: 0.00 (lower mid).	Alpha: 0.00 (lower mid).	Alpha: 6.53 (top quartile).	Alpha: 0.00 (bottom quartile).	Alpha: 0.00 (bottom quartile).
Point 10	Sharpe: 2.64 (top quartile).	Sharpe: 2.59 (upper mid).	Sharpe: 0.86 (lower mid).	Sharpe: 0.70 (bottom quartile).	Sharpe: 2.59 (upper mid).	Sharpe: 1.16 (lower mid).	Sharpe: 0.46 (bottom quartile).

Sundaram Equity Hybrid Fund

Upper mid AUM (₹1,954 Cr).
Oldest track record among peers (25 yrs).
Rating: 2★ (upper mid).
Risk profile: Moderately High.
5Y return: 14.20% (lower mid).
3Y return: 16.03% (upper mid).
1Y return: 27.10% (top quartile).
1M return: 1.80% (upper mid).
Alpha: 5.81 (upper mid).
Sharpe: 2.64 (top quartile).

SBI Dynamic Asset Allocation Fund

Lower mid AUM (₹655 Cr).
Established history (10+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 8.31% (bottom quartile).
3Y return: 6.92% (bottom quartile).
1Y return: 25.12% (upper mid).
1M return: 1.04% (lower mid).
Alpha: 0.00 (upper mid).
Sharpe: 2.59 (upper mid).

ICICI Prudential Multi-Asset Fund

Highest AUM (₹71,900 Cr).
Established history (23+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 23.59% (top quartile).
3Y return: 19.26% (top quartile).
1Y return: 16.04% (upper mid).
1M return: 1.32% (lower mid).
Alpha: 0.00 (lower mid).
Sharpe: 0.86 (lower mid).

SBI Multi Asset Allocation Fund

Upper mid AUM (₹11,306 Cr).
Established history (19+ yrs).
Top rated.
Risk profile: Moderate.
5Y return: 15.13% (upper mid).
3Y return: 17.45% (upper mid).
1Y return: 15.51% (lower mid).
1M return: 2.18% (top quartile).
Alpha: 0.00 (lower mid).
Sharpe: 0.70 (bottom quartile).

Baroda Pioneer Hybrid Equity Fund

Bottom quartile AUM (₹389 Cr).
Established history (22+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 11.17% (bottom quartile).
3Y return: 14.26% (lower mid).
1Y return: 14.82% (lower mid).
1M return: -2.79% (bottom quartile).
Alpha: 6.53 (top quartile).
Sharpe: 2.59 (upper mid).

Franklin India Multi - Asset Solution Fund

Bottom quartile AUM (₹87 Cr).
Established history (11+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 14.43% (upper mid).
3Y return: 13.51% (lower mid).
1Y return: 13.37% (bottom quartile).
1M return: 0.56% (bottom quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: 1.16 (lower mid).

Axis Triple Advantage Fund

Lower mid AUM (₹1,705 Cr).
Established history (15+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 12.54% (lower mid).
3Y return: 13.36% (bottom quartile).
1Y return: 12.92% (bottom quartile).
1M return: 1.78% (upper mid).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.46 (bottom quartile).

শীর্ষ 7 ব্যালেন্সড ফান্ড

1. Sundaram Equity Hybrid Fund

(Erstwhile Sundaram Balanced Fund)

The scheme seeks to generate capital appreciation and current income through a judicious mix of investments in equities and fixed income securities.

Research Highlights for Sundaram Equity Hybrid Fund

Upper mid AUM (₹1,954 Cr).
Oldest track record among peers (25 yrs).
Rating: 2★ (upper mid).
Risk profile: Moderately High.
5Y return: 14.20% (lower mid).
3Y return: 16.03% (upper mid).
1Y return: 27.10% (top quartile).
1M return: 1.80% (upper mid).
Alpha: 5.81 (upper mid).
Sharpe: 2.64 (top quartile).
Information ratio: -0.12 (bottom quartile).

Below is the key information for Sundaram Equity Hybrid Fund

Sundaram Equity Hybrid Fund Growth
Launch Date	23 Jun 00
NAV (31 Dec 21)	₹135.137 ↑ 0.78 (0.58 %)
Net Assets (Cr)	₹1,954 on 30 Nov 21
Category	Hybrid - Hybrid Equity
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆
Risk	Moderately High
Expense Ratio	2.18
Sharpe Ratio	2.64
Information Ratio	-0.12
Alpha Ratio	5.81
Min Investment	5,000
Min SIP Investment	100
Exit Load	0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

Date	Value

Sundaram Equity Hybrid Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710 Invest Now

Returns for Sundaram Equity Hybrid Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Dec 21

Duration	Returns
1 Month	1.8%
3 Month	0.5%
6 Month	10.5%
1 Year	27.1%
3 Year	16%
5 Year	14.2%
10 Year
15 Year
Since launch	12.8%

Historical performance (Yearly) on absolute basis

Year	Returns
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015

Fund Manager information for Sundaram Equity Hybrid Fund

Name	Since	Tenure

Data below for Sundaram Equity Hybrid Fund as on 30 Nov 21

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. SBI Dynamic Asset Allocation Fund

The objective of the fund will be to provide investors with an opportunity to invest in a portfolio of a mix of equity and equity related securities and fixed income instruments. The allocation between fixed income and equity instruments will be managed dynamically so as to provide investors with long term capital appreciation However, there can be no assurance that the investment objective of the Scheme will be achieved.

Research Highlights for SBI Dynamic Asset Allocation Fund

Lower mid AUM (₹655 Cr).
Established history (10+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 8.31% (bottom quartile).
3Y return: 6.92% (bottom quartile).
1Y return: 25.12% (upper mid).
1M return: 1.04% (lower mid).
Alpha: 0.00 (upper mid).
Sharpe: 2.59 (upper mid).
Information ratio: 0.00 (top quartile).

Below is the key information for SBI Dynamic Asset Allocation Fund

SBI Dynamic Asset Allocation Fund Growth
Launch Date	26 Mar 15
NAV (02 Jul 21)	₹15.9463 ↑ 0.03 (0.18 %)
Net Assets (Cr)	₹655 on 31 May 21
Category	Hybrid - Dynamic Allocation
AMC	SBI Funds Management Private Limited
Rating	Not Rated
Risk	Moderately High
Expense Ratio	2.07
Sharpe Ratio	2.59
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

Date	Value

SBI Dynamic Asset Allocation Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357 Invest Now

Returns for SBI Dynamic Asset Allocation Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Dec 21

Duration	Returns
1 Month	1%
3 Month	3.9%
6 Month	6.2%
1 Year	25.1%
3 Year	6.9%
5 Year	8.3%
10 Year
15 Year
Since launch	7.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015

Fund Manager information for SBI Dynamic Asset Allocation Fund

Name	Since	Tenure

Data below for SBI Dynamic Asset Allocation Fund as on 31 May 21

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. ICICI Prudential Multi-Asset Fund

(Erstwhile ICICI Prudential Dynamic Plan)

To generate capital appreciation by actively investing in equity and equity related securities. For defensive considerations, the Scheme may invest in debt, money market instruments and derivatives. The investment manager will have the discretion to take aggressive asset calls i.e. by staying 100% invested in equity market/equity related instruments at a given point of time and 0% at another, in which case, the fund may be invested in debt related instruments at its discretion. The AMC may choose to churn the portfolio of the Scheme in order to achieve the investment objective. The Scheme is suitable for investors seeking high returns and for those who are willing to take commensurate risks.

Research Highlights for ICICI Prudential Multi-Asset Fund

Highest AUM (₹71,900 Cr).
Established history (23+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 23.59% (top quartile).
3Y return: 19.26% (top quartile).
1Y return: 16.04% (upper mid).
1M return: 1.32% (lower mid).
Alpha: 0.00 (lower mid).
Sharpe: 0.86 (lower mid).
Information ratio: 0.00 (upper mid).

Below is the key information for ICICI Prudential Multi-Asset Fund

ICICI Prudential Multi-Asset Fund Growth
Launch Date	31 Oct 02
NAV (26 Nov 25)	₹809.813 ↑ 6.15 (0.76 %)
Net Assets (Cr)	₹71,900 on 31 Oct 25
Category	Hybrid - Multi Asset
AMC	ICICI Prudential Asset Management Company Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.47
Sharpe Ratio	0.86
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	100
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value

ICICI Prudential Multi-Asset Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623 Invest Now

Returns for ICICI Prudential Multi-Asset Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Dec 21

Duration	Returns
1 Month	1.3%
3 Month	6.6%
6 Month	8.2%
1 Year	16%
3 Year	19.3%
5 Year	23.6%
10 Year
15 Year
Since launch	21%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	16.1%
2023	24.1%
2022	16.8%
2021	34.7%
2020	9.9%
2019	7.7%
2018	-2.2%
2017	28.2%
2016	12.5%
2015	-1.4%

Fund Manager information for ICICI Prudential Multi-Asset Fund

Name	Since	Tenure

Data below for ICICI Prudential Multi-Asset Fund as on 31 Oct 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. SBI Multi Asset Allocation Fund

(Erstwhile SBI Magnum Monthly Income Plan Floater)

To provide regular income, liquidity and attractive returns to investors in addition to mitigating the impact of interest rate risk through an actively managed portfolio of floating rate and fixed rate debt instruments, equity, money market instruments and derivatives.

Research Highlights for SBI Multi Asset Allocation Fund

Upper mid AUM (₹11,306 Cr).
Established history (19+ yrs).
Top rated.
Risk profile: Moderate.
5Y return: 15.13% (upper mid).
3Y return: 17.45% (upper mid).
1Y return: 15.51% (lower mid).
1M return: 2.18% (top quartile).
Alpha: 0.00 (lower mid).
Sharpe: 0.70 (bottom quartile).
Information ratio: 0.00 (upper mid).

Below is the key information for SBI Multi Asset Allocation Fund

SBI Multi Asset Allocation Fund Growth
Launch Date	21 Dec 05
NAV (27 Nov 25)	₹63.9557 ↑ 0.10 (0.16 %)
Net Assets (Cr)	₹11,306 on 31 Oct 25
Category	Hybrid - Multi Asset
AMC	SBI Funds Management Private Limited
Rating	☆☆☆☆
Risk	Moderate
Expense Ratio	1.46
Sharpe Ratio	0.7
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

Date	Value

SBI Multi Asset Allocation Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579 Invest Now

Returns for SBI Multi Asset Allocation Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Dec 21

Duration	Returns
1 Month	2.2%
3 Month	8%
6 Month	10%
1 Year	15.5%
3 Year	17.5%
5 Year	15.1%
10 Year
15 Year
Since launch	9.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	12.8%
2023	24.4%
2022	6%
2021	13%
2020	14.2%
2019	10.6%
2018	0.4%
2017	10.9%
2016	8.7%
2015	9.9%

Fund Manager information for SBI Multi Asset Allocation Fund

Name	Since	Tenure

Data below for SBI Multi Asset Allocation Fund as on 31 Oct 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

5. Baroda Pioneer Hybrid Equity Fund

(Erstwhile Baroda Pioneer Balance Fund)

The scheme is targeted for long-term capital appreciation along with stability through a well balanced portfolio comprising of equity,equity related instruments, money market instrument and debt securities.

Research Highlights for Baroda Pioneer Hybrid Equity Fund

Bottom quartile AUM (₹389 Cr).
Established history (22+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 11.17% (bottom quartile).
3Y return: 14.26% (lower mid).
1Y return: 14.82% (lower mid).
1M return: -2.79% (bottom quartile).
Alpha: 6.53 (top quartile).
Sharpe: 2.59 (upper mid).
Information ratio: -0.07 (bottom quartile).

Below is the key information for Baroda Pioneer Hybrid Equity Fund

Baroda Pioneer Hybrid Equity Fund Growth
Launch Date	12 Sep 03
NAV (11 Mar 22)	₹81.2894 ↑ 0.36 (0.45 %)
Net Assets (Cr)	₹389 on 31 Jan 22
Category	Hybrid - Hybrid Equity
AMC	Baroda Pioneer Asset Management Co. Ltd.
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	2.48
Sharpe Ratio	2.59
Information Ratio	-0.07
Alpha Ratio	6.53
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

Date	Value

Baroda Pioneer Hybrid Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518 Invest Now

Returns for Baroda Pioneer Hybrid Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Dec 21

Duration	Returns
1 Month	-2.8%
3 Month	-3.5%
6 Month	-0.8%
1 Year	14.8%
3 Year	14.3%
5 Year	11.2%
10 Year
15 Year
Since launch	12%

Historical performance (Yearly) on absolute basis

Year	Returns
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015

Fund Manager information for Baroda Pioneer Hybrid Equity Fund

Name	Since	Tenure

Data below for Baroda Pioneer Hybrid Equity Fund as on 31 Jan 22

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

6. Franklin India Multi - Asset Solution Fund

The Fund seeks to achieve capital appreciation and diversification through a mix of strategic and tactical allocation to various asset classes such as equity, debt, gold and cash by investing in funds investing in these asset classes. However, there is no assurance or guarantee that the objective of the scheme will be achieved.

Research Highlights for Franklin India Multi - Asset Solution Fund

Bottom quartile AUM (₹87 Cr).
Established history (11+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 14.43% (upper mid).
3Y return: 13.51% (lower mid).
1Y return: 13.37% (bottom quartile).
1M return: 0.56% (bottom quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: 1.16 (lower mid).
Information ratio: 0.00 (lower mid).

Below is the key information for Franklin India Multi - Asset Solution Fund

Franklin India Multi - Asset Solution Fund Growth
Launch Date	28 Nov 14
NAV (26 Nov 25)	₹21.4794 ↑ 0.00 (0.00 %)
Net Assets (Cr)	₹87 on 31 Oct 25
Category	Hybrid - Dynamic Allocation
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	Not Rated
Risk	Moderately High
Expense Ratio	1.36
Sharpe Ratio	1.16
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-3 Years (1%),3 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value

Franklin India Multi - Asset Solution Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710 Invest Now

Returns for Franklin India Multi - Asset Solution Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Dec 21

Duration	Returns
1 Month	0.6%
3 Month	1.9%
6 Month	3.3%
1 Year	13.4%
3 Year	13.5%
5 Year	14.4%
10 Year
15 Year
Since launch	7.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	11.7%
2023	14.9%
2022	3.9%
2021	25.5%
2020	-14%
2019	8.2%
2018	0.4%
2017	11.1%
2016	7.8%
2015	0.8%

Fund Manager information for Franklin India Multi - Asset Solution Fund

Name	Since	Tenure

Data below for Franklin India Multi - Asset Solution Fund as on 31 Oct 25

Asset Allocation

Asset Class	Value

Equity Sector Allocation

Sector	Value

Debt Sector Allocation

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Name	Holding	Value	Quantity

7. Axis Triple Advantage Fund

To generate long term capital appreciation by investing in a diversified portfolio of equity and equity related instruments, fixed income instruments & gold exchange traded funds.

Research Highlights for Axis Triple Advantage Fund

Lower mid AUM (₹1,705 Cr).
Established history (15+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 12.54% (lower mid).
3Y return: 13.36% (bottom quartile).
1Y return: 12.92% (bottom quartile).
1M return: 1.78% (upper mid).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.46 (bottom quartile).
Information ratio: 0.00 (lower mid).

Below is the key information for Axis Triple Advantage Fund

Axis Triple Advantage Fund Growth
Launch Date	23 Aug 10
NAV (27 Nov 25)	₹43.4024 ↑ 0.01 (0.02 %)
Net Assets (Cr)	₹1,705 on 31 Oct 25
Category	Hybrid - Multi Asset
AMC	Axis Asset Management Company Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	2.1
Sharpe Ratio	0.46
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	1,000
Exit Load	0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

Date	Value

Axis Triple Advantage Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684 Invest Now

Returns for Axis Triple Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Dec 21

Duration	Returns
1 Month	1.8%
3 Month	7.7%
6 Month	10.5%
1 Year	12.9%
3 Year	13.4%
5 Year	12.5%
10 Year
15 Year
Since launch	10.1%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	15.4%
2023	12.9%
2022	-5.8%
2021	22.8%
2020	18%
2019	15.3%
2018	1.9%
2017	15.9%
2016	7.1%
2015	-0.5%

Fund Manager information for Axis Triple Advantage Fund

Name	Since	Tenure

Data below for Axis Triple Advantage Fund as on 31 Oct 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

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