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ફિન્કેશ »નિપ્પોન મ્યુચ્યુઅલ ફંડ »સંતુલિત ભંડોળ

નિપ્પોન/રિલાયન્સ મ્યુચ્યુઅલ ફંડ 2022 દ્વારા ટોચના 3 શ્રેષ્ઠ સંતુલિત ફંડ

Updated on August 12, 2025 , 5621 views

સંતુલિત ભંડોળ દેવું અને બંનેનું મિશ્રણ છેઇક્વિટી ફંડ્સ. આ ફંડ્સ બંને ફંડના લાભો પૂરા પાડે છે, એટલે કે, ઇક્વિટી દ્વારા લાંબા ગાળાની સંપત્તિનું સર્જન અને નિયમિત વળતરરોકાણ માંડેટ ફંડ. સામાન્ય રીતે, આ ભંડોળ એવા રોકાણકારો માટે સારો વિકલ્પ છે જેઓ ઓછા જોખમથી મધ્યમ જોખમ સાથે ટૂંકાથી મધ્યમ સમયગાળામાં તેમના રોકાણમાં વિવિધતા લાવવાના માર્ગો શોધી રહ્યા છે.

નિપ્પોન ઈન્ડિયામ્યુચ્યુઅલ ફંડ (અગાઉ તરીકે ઓળખાય છેરિલાયન્સ મ્યુચ્યુઅલ ફંડ), અગ્રણીઓમાંનું એક છેAMCs ભારતમાં, રોકાણકારો મોટાભાગે આ ફંડ હાઉસની ટોચની કામગીરી કરતી યોજનાઓ પર નજર નાખે છે. આમ, અમે નિપ્પોન/રિલાયન્સ MF દ્વારા ટોચના 3 શ્રેષ્ઠ સંતુલિત ફંડ્સને શોર્ટલિસ્ટ કર્યા છે. એયુએમ જેવા મહત્વના પરિમાણો,નથી, ભૂતકાળના પ્રદર્શન, આ ભંડોળને શોર્ટલિસ્ટ કરવા માટે હાથ ધરવામાં આવ્યા છે. રોકાણકારો આ સંતુલિત ભંડોળમાં રોકાણ કરી શકે છે અને શ્રેષ્ઠ વળતર મેળવી શકે છે.

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NipponIndia-MF

મહત્વની માહિતી

ઑક્ટોબર 2019 થી, રિલાયન્સ મ્યુચ્યુઅલ ફંડનું નામ બદલવામાં આવ્યું છેનિપ્પોન ઈન્ડિયા મ્યુચ્યુઅલ ફંડ. નિપ્પોન લાઇફે રિલાયન્સ નિપ્પોન એસેટ મેનેજમેન્ટ (RNAM) માં બહુમતી (75%) હિસ્સો હસ્તગત કર્યો છે. કંપની માળખું અને વ્યવસ્થાપનમાં કોઈપણ ફેરફાર કર્યા વિના તેની કામગીરી ચાલુ રાખશે.

નિપ્પોન/રિલાયન્સ મ્યુચ્યુઅલ ફંડમાં શા માટે રોકાણ કરો?

  • નવીન: AMC તેના રોકાણકારોને સતત નવી અને નવીન યોજનાઓ પહોંચાડે છે.

  • ગ્રેટ કસ્ટમર કેર: કંપની તેના રોકાણકારોની ખૂબ કાળજી રાખે છે. રોકાણકારોને મદદ કરવા માટે તેની પાસે ખૂબ જ સ્થિર અને ઉચ્ચ કાર્યકારી ગ્રાહક સપોર્ટ ટીમ છે.

  • અનુભવી અનુભવ: રિલાયન્સમાં રહી છેબજાર બે દાયકાથી વધુ માટે. તે ફંડ મેનેજમેન્ટ અને નાણાકીય સેવાઓમાં અનુભવ અને કુશળતા ધરાવે છે.

  • મજબૂત નેટવર્ક: નિપ્પોન ઇન્ડિયા મ્યુચ્યુઅલ ફંડનું વિતરણ નેટવર્ક ખૂબ જ મજબૂત છે. તે ભારતમાં 150 થી વધુ શહેરોમાં હાજરી ધરાવે છે.

શ્રેષ્ઠ નિપ્પોન/રિલાયન્સ બેલેન્સ્ડ મ્યુચ્યુઅલ ફંડ્સ

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Nippon India Arbitrage Fund Growth ₹26.7301
↑ 0.03 		₹14,9481.53.16.66.95.67.5
Nippon India Equity Hybrid Fund Growth ₹103.805
↑ 0.04 		₹3,9881.99.14.115.31916.1
Nippon India Hybrid Bond Fund Growth ₹58.0672
↑ 0.05 		₹89525.38.18.78.97.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Aug 25

Research Highlights & Commentary of 3 Funds showcased

CommentaryNippon India Arbitrage FundNippon India Equity Hybrid FundNippon India Hybrid Bond Fund
Point 1Highest AUM (₹14,948 Cr).Lower mid AUM (₹3,988 Cr).Bottom quartile AUM (₹895 Cr).
Point 2Established history (14+ yrs).Established history (20+ yrs).Oldest track record among peers (21 yrs).
Point 3Top rated.Rating: 4★ (lower mid).Rating: 3★ (bottom quartile).
Point 4Risk profile: Moderately Low.Risk profile: Moderately High.Risk profile: Moderate.
Point 55Y return: 5.56% (bottom quartile).5Y return: 19.00% (upper mid).5Y return: 8.89% (lower mid).
Point 63Y return: 6.88% (bottom quartile).3Y return: 15.34% (upper mid).3Y return: 8.73% (lower mid).
Point 71Y return: 6.55% (lower mid).1Y return: 4.11% (bottom quartile).1Y return: 8.09% (upper mid).
Point 81M return: 0.55% (upper mid).1M return: -0.88% (bottom quartile).1M return: 0.15% (lower mid).
Point 9Alpha: 0.00 (lower mid).Alpha: -0.36 (bottom quartile).Alpha: 0.78 (upper mid).
Point 10Sharpe: 0.28 (lower mid).Sharpe: 0.04 (bottom quartile).Sharpe: 0.87 (upper mid).

Nippon India Arbitrage Fund

  • Highest AUM (₹14,948 Cr).
  • Established history (14+ yrs).
  • Top rated.
  • Risk profile: Moderately Low.
  • 5Y return: 5.56% (bottom quartile).
  • 3Y return: 6.88% (bottom quartile).
  • 1Y return: 6.55% (lower mid).
  • 1M return: 0.55% (upper mid).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 0.28 (lower mid).

Nippon India Equity Hybrid Fund

  • Lower mid AUM (₹3,988 Cr).
  • Established history (20+ yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 19.00% (upper mid).
  • 3Y return: 15.34% (upper mid).
  • 1Y return: 4.11% (bottom quartile).
  • 1M return: -0.88% (bottom quartile).
  • Alpha: -0.36 (bottom quartile).
  • Sharpe: 0.04 (bottom quartile).

Nippon India Hybrid Bond Fund

  • Bottom quartile AUM (₹895 Cr).
  • Oldest track record among peers (21 yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderate.
  • 5Y return: 8.89% (lower mid).
  • 3Y return: 8.73% (lower mid).
  • 1Y return: 8.09% (upper mid).
  • 1M return: 0.15% (lower mid).
  • Alpha: 0.78 (upper mid).
  • Sharpe: 0.87 (upper mid).

1. Nippon India Arbitrage Fund

(Erstwhile Reliance Arbitrage Advantage Fund)

The investment objective of the scheme is to generate income by taking advantage of the arbitrage opportunities that potentially exists between cash and derivative market and within the derivative segment along with investments in debt securities & money market instruments.

Research Highlights for Nippon India Arbitrage Fund

  • Highest AUM (₹14,948 Cr).
  • Established history (14+ yrs).
  • Top rated.
  • Risk profile: Moderately Low.
  • 5Y return: 5.56% (bottom quartile).
  • 3Y return: 6.88% (bottom quartile).
  • 1Y return: 6.55% (lower mid).
  • 1M return: 0.55% (upper mid).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 0.28 (lower mid).
  • Information ratio: 0.00 (lower mid).

Below is the key information for Nippon India Arbitrage Fund

Nippon India Arbitrage Fund
Growth
Launch Date 14 Oct 10
NAV (14 Aug 25) ₹26.7301 ↑ 0.03   (0.13 %)
Net Assets (Cr) ₹14,948 on 30 Jun 25
Category Hybrid - Arbitrage
AMC Nippon Life Asset Management Ltd.
Rating ☆☆☆☆
Risk Moderately Low
Expense Ratio 1.07
Sharpe Ratio 0.28
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Months (0.25%),1 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue

Nippon India Arbitrage Fund SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹349,120.
Net Profit of ₹49,120 Invest Now

Returns for Nippon India Arbitrage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Aug 25

DurationReturns
1 Month 0.5%
3 Month 1.5%
6 Month 3.1%
1 Year 6.6%
3 Year 6.9%
5 Year 5.6%
10 Year
15 Year
Since launch 6.9%
Historical performance (Yearly) on absolute basis
YearReturns
2024 7.5%
2023 7%
2022 4.2%
2021 3.8%
2020 4.3%
2019 6.2%
2018 6.8%
2017 5.5%
2016 6.6%
2015 8.1%
Fund Manager information for Nippon India Arbitrage Fund
NameSinceTenure

Data below for Nippon India Arbitrage Fund as on 30 Jun 25

Asset Allocation
Asset ClassValue
Equity Sector Allocation
SectorValue
Debt Sector Allocation
SectorValue
Credit Quality
RatingValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

2. Nippon India Equity Hybrid Fund

(Erstwhile Reliance Regular Savings Fund - Balanced Plan)

The primary investment objective of this option is to generate consistent returns and appreciation of capital by investing in mix of securities comprising of Equity, Equity related instruments & fixed income instruments.

Research Highlights for Nippon India Equity Hybrid Fund

  • Lower mid AUM (₹3,988 Cr).
  • Established history (20+ yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 19.00% (upper mid).
  • 3Y return: 15.34% (upper mid).
  • 1Y return: 4.11% (bottom quartile).
  • 1M return: -0.88% (bottom quartile).
  • Alpha: -0.36 (bottom quartile).
  • Sharpe: 0.04 (bottom quartile).
  • Information ratio: 1.22 (upper mid).

Below is the key information for Nippon India Equity Hybrid Fund

Nippon India Equity Hybrid Fund
Growth
Launch Date 8 Jun 05
NAV (14 Aug 25) ₹103.805 ↑ 0.04   (0.04 %)
Net Assets (Cr) ₹3,988 on 30 Jun 25
Category Hybrid - Hybrid Equity
AMC Nippon Life Asset Management Ltd.
Rating ☆☆☆☆
Risk Moderately High
Expense Ratio 2.02
Sharpe Ratio 0.04
Information Ratio 1.22
Alpha Ratio -0.36
Min Investment 500
Min SIP Investment 100
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue

Nippon India Equity Hybrid Fund SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656 Invest Now

Returns for Nippon India 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 14 Aug 25

DurationReturns
1 Month -0.9%
3 Month 1.9%
6 Month 9.1%
1 Year 4.1%
3 Year 15.3%
5 Year 19%
10 Year
15 Year
Since launch 12.3%
Historical performance (Yearly) on absolute basis
YearReturns
2024 16.1%
2023 24.1%
2022 6.6%
2021 27.8%
2020 -5.3%
2019 3%
2018 -4.9%
2017 29.5%
2016 4.2%
2015 8.7%
Fund Manager information for Nippon India Equity Hybrid Fund
NameSinceTenure

Data below for Nippon India Equity Hybrid Fund as on 30 Jun 25

Asset Allocation
Asset ClassValue
Equity Sector Allocation
SectorValue
Debt Sector Allocation
SectorValue
Credit Quality
RatingValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

3. Nippon India Hybrid Bond Fund

(Erstwhile Reliance Monthly Income Plan)

The primary investment objective of the Scheme is to generate regular income in order to make regular dividend payments to unit holders and the secondary objective is growth of capital.

Research Highlights for Nippon India Hybrid Bond Fund

  • Bottom quartile AUM (₹895 Cr).
  • Oldest track record among peers (21 yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderate.
  • 5Y return: 8.89% (lower mid).
  • 3Y return: 8.73% (lower mid).
  • 1Y return: 8.09% (upper mid).
  • 1M return: 0.15% (lower mid).
  • Alpha: 0.78 (upper mid).
  • Sharpe: 0.87 (upper mid).
  • Information ratio: -0.50 (bottom quartile).

Below is the key information for Nippon India Hybrid Bond Fund

Nippon India Hybrid Bond Fund
Growth
Launch Date 29 Dec 03
NAV (14 Aug 25) ₹58.0672 ↑ 0.05   (0.08 %)
Net Assets (Cr) ₹895 on 30 Jun 25
Category Hybrid - Hybrid Debt
AMC Nippon Life Asset Management Ltd.
Rating ☆☆☆
Risk Moderate
Expense Ratio 1.82
Sharpe Ratio 0.87
Information Ratio -0.5
Alpha Ratio 0.78
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.

DateValue

Nippon India Hybrid Bond Fund SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357 Invest Now

Returns for Nippon India Hybrid Bond Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Aug 25

DurationReturns
1 Month 0.1%
3 Month 2%
6 Month 5.3%
1 Year 8.1%
3 Year 8.7%
5 Year 8.9%
10 Year
15 Year
Since launch 8.5%
Historical performance (Yearly) on absolute basis
YearReturns
2024 7.8%
2023 10.2%
2022 4.8%
2021 10.1%
2020 -8.5%
2019 2.8%
2018 4%
2017 9.3%
2016 9.2%
2015 6.2%
Fund Manager information for Nippon India Hybrid Bond Fund
NameSinceTenure

Data below for Nippon India Hybrid Bond Fund as on 30 Jun 25

Asset Allocation
Asset ClassValue
Equity Sector Allocation
SectorValue
Debt Sector Allocation
SectorValue
Credit Quality
RatingValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

નિપ્પોન ઈન્ડિયા મ્યુચ્યુઅલ ફંડમાં ઓનલાઈન કેવી રીતે રોકાણ કરવું?

  1. Fincash.com પર આજીવન માટે મફત રોકાણ ખાતું ખોલો.

  2. તમારી નોંધણી અને KYC પ્રક્રિયા પૂર્ણ કરો

  3. દસ્તાવેજો અપલોડ કરો (PAN, આધાર, વગેરે).અને, તમે રોકાણ કરવા માટે તૈયાર છો!

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Disclaimer:
અહીં આપેલી માહિતી સચોટ છે તેની ખાતરી કરવા માટેના તમામ પ્રયાસો કરવામાં આવ્યા છે. જો કે, ડેટાની શુદ્ધતા અંગે કોઈ ગેરંટી આપવામાં આવતી નથી. કોઈપણ રોકાણ કરતા પહેલા કૃપા કરીને સ્કીમ માહિતી દસ્તાવેજ સાથે ચકાસો.

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