+91-22-489139098 શ્રેષ્ઠ હાઇબ્રિડ બેલેન્સ્ડ મ્યુચ્યુઅલ ફંડ્સ 2022
હાઇબ્રિડ ફંડ તરીકે પણ ઓળખાય છેસંતુલિત ભંડોળ. હાઇબ્રિડ ફંડ્સ એક પ્રકાર છેમ્યુચ્યુઅલ ફંડ જે ઇક્વિટી અને બંનેમાં રોકાણ કરે છેડેટ મ્યુચ્યુઅલ ફંડ. બીજા શબ્દોમાં કહીએ તો, આ ફંડ ડેટ અને ઇક્વિટી બંનેના સંયોજન તરીકે કામ કરે છે, જ્યાં લગભગ 65% પોર્ટફોલિયો ઇક્વિટીને સમર્પિત છે અને બાકીનો ફિક્સ્ડ.આવક સાધનો
જે રોકાણકારોથી ડરતા હોય તેમના માટે હાઇબ્રિડ ફંડ્સ એક શ્રેષ્ઠ વિકલ્પ છેરોકાણ માંઇક્વિટી ફંડ્સ. આ ફંડ જોખમનો ભાગ ઘટાડશે અને સમય જતાં શ્રેષ્ઠ વળતર મેળવવામાં પણ મદદ કરશે. શ્રેષ્ઠ સંભવિત નફો મેળવવા માટે, રોકાણકારોને શ્રેષ્ઠ હાઇબ્રિડ મ્યુચ્યુઅલ ફંડ અથવા શ્રેષ્ઠ સંતુલિત ફંડમાં રોકાણ કરવાની સલાહ આપવામાં આવે છે. આમ, તમારા માટે રોકાણ કરવાની પ્રક્રિયાને સરળ બનાવવા માટે, અમે નીચેના લેખમાં 2022 - 2023માં રોકાણ કરવા માટે કેટલાક ટોચના પરફોર્મિંગ હાઇબ્રિડ ફંડ્સને શોર્ટલિસ્ટ કર્યા છે.
હાઇબ્રિડ અથવા બેલેન્સ્ડ મ્યુચ્યુઅલ ફંડમાં શા માટે રોકાણ કરો?
હાઇબ્રિડ ફંડ્સ પોર્ટફોલિયોને સંતુલિત કરવામાં મદદ કરે છે. જેમ કે ફંડ બંને શેરોમાં રોકાણ કરે છે અનેબોન્ડ, રોકાણકારો સંતુલિત મ્યુચ્યુઅલ ફંડમાં રોકાણ કરીને સરળતાથી સંતુલિત પોર્ટફોલિયો બનાવી શકે છે. આ યોજના વિવિધતાના લાભો પણ પ્રદાન કરે છે. વૈવિધ્યકરણ સ્થિર વળતર પેદા કરવામાં મદદ કરે છે; જેથી જો એક ફંડ ઓછું પ્રદર્શન કરે તો અન્ય પોર્ટફોલિયોને સ્થિર કરી શકે. આનાથી પોર્ટફોલિયોનું એકંદર જોખમ ઘટશે.
હાઇબ્રિડ અથવા સંતુલિત ફંડો તેમના ઇક્વિટી રોકાણો શરૂ કરવા માંગતા લોકો માટે પણ એક પ્રવેશદ્વાર છે. આ ટૂંકાથી મધ્ય કાર્યકાળમાં શ્રેષ્ઠ વળતર મેળવવામાં મદદ કરશે. આ સતત બદલાતા ઇક્વિટીના મોટા પતનને પણ અટકાવશેબજાર શરતો વધુમાં, હાઇબ્રિડ ફંડ્સમાં મધ્યમ સ્તરનું જોખમ હોય છે, જ્યારે ઇક્વિટી ફંડ્સમાં ઉચ્ચ સ્તરનું રોકાણ જોખમ હોય છે.
આદર્શરીતે, જે રોકાણકારો ઇચ્છે છે તેમના માટે હાઇબ્રિડ ફંડ્સ રોકાણનો સારો વિકલ્પ બની શકે છેમ્યુચ્યુઅલ ફંડમાં રોકાણ કરો. આ ભંડોળમાં બંને વિશ્વમાં શ્રેષ્ઠ છે: ઇક્વિટીના ફાયદા જ્યારે એનિશ્ચિત આવક રોકાણ આમ, રોકાણકારો ઉપરોક્ત સૂચિબદ્ધ શ્રેષ્ઠ હાઇબ્રિડ મ્યુચ્યુઅલ ફંડ પસંદ કરી શકે છે અને સ્કીમમાં રોકાણ કરીને સારો નફો કમાઈ શકે છે.
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નાણાકીય વર્ષ 22 - 23 માં રોકાણ માટે ટોચના 8 હાઇબ્રિડ મ્યુચ્યુઅલ ફંડ્સ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹35.58
↓ -0.67 ₹1,360 -7.2 -5 2.2 17.1 15.6 -0.9 ICICI Prudential Equity and Debt Fund Growth ₹375.05
↓ -6.38 ₹50,205 -8.1 -5.5 1.7 16.7 17.1 13.3 Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78 ₹1,954 0.5 10.5 27.1 16 14.2 JM Equity Hybrid Fund Growth ₹105.702
↓ -2.10 ₹735 -11.3 -10.9 -6.7 14.5 12.5 -3.1 UTI Hybrid Equity Fund Growth ₹376.378
↓ -6.05 ₹6,663 -9.8 -5.3 -1.1 13.9 12.7 6.4 Bandhan Hybrid Equity Fund Growth ₹24.464
↓ -0.42 ₹1,747 -8.8 -5.5 2 13.8 11.6 7.7 DSP Equity and Bond Fund Growth ₹323.586
↓ -5.80 ₹11,928 -10.8 -8.4 -5 13 9.8 6.8 Nippon India Equity Hybrid Fund Growth ₹97.4323
↓ -1.72 ₹4,063 -8.7 -6.7 -0.1 12.9 11.4 6.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Mar 26 Research Highlights & Commentary of 8 Funds showcased
Commentary BOI AXA Mid and Small Cap Equity and Debt Fund ICICI Prudential Equity and Debt Fund Sundaram Equity Hybrid Fund JM Equity Hybrid Fund UTI Hybrid Equity Fund Bandhan Hybrid Equity Fund DSP Equity and Bond Fund Nippon India Equity Hybrid Fund Point 1 Bottom quartile AUM (₹1,360 Cr). Highest AUM (₹50,205 Cr). Lower mid AUM (₹1,954 Cr). Bottom quartile AUM (₹735 Cr). Upper mid AUM (₹6,663 Cr). Lower mid AUM (₹1,747 Cr). Top quartile AUM (₹11,928 Cr). Upper mid AUM (₹4,063 Cr). Point 2 Established history (9+ yrs). Established history (26+ yrs). Established history (25+ yrs). Oldest track record among peers (31 yrs). Established history (31+ yrs). Established history (9+ yrs). Established history (26+ yrs). Established history (20+ yrs). Point 3 Not Rated. Top rated. Rating: 2★ (lower mid). Rating: 1★ (lower mid). Rating: 3★ (upper mid). Not Rated. Rating: 4★ (top quartile). Rating: 4★ (upper mid). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 15.61% (top quartile). 5Y return: 17.12% (top quartile). 5Y return: 14.20% (upper mid). 5Y return: 12.52% (lower mid). 5Y return: 12.74% (upper mid). 5Y return: 11.56% (lower mid). 5Y return: 9.79% (bottom quartile). 5Y return: 11.41% (bottom quartile). Point 6 3Y return: 17.11% (top quartile). 3Y return: 16.68% (top quartile). 3Y return: 16.03% (upper mid). 3Y return: 14.48% (upper mid). 3Y return: 13.88% (lower mid). 3Y return: 13.85% (lower mid). 3Y return: 13.00% (bottom quartile). 3Y return: 12.89% (bottom quartile). Point 7 1Y return: 2.18% (top quartile). 1Y return: 1.73% (upper mid). 1Y return: 27.10% (top quartile). 1Y return: -6.68% (bottom quartile). 1Y return: -1.05% (lower mid). 1Y return: 1.98% (upper mid). 1Y return: -5.04% (bottom quartile). 1Y return: -0.09% (lower mid). Point 8 1M return: -7.15% (top quartile). 1M return: -7.86% (upper mid). 1M return: 1.80% (top quartile). 1M return: -9.24% (bottom quartile). 1M return: -8.40% (upper mid). 1M return: -8.61% (lower mid). 1M return: -9.04% (bottom quartile). 1M return: -8.41% (lower mid). Point 9 Alpha: 0.00 (lower mid). Alpha: 3.49 (upper mid). Alpha: 5.81 (top quartile). Alpha: -6.31 (bottom quartile). Alpha: -0.58 (lower mid). Alpha: 4.83 (top quartile). Alpha: -3.25 (bottom quartile). Alpha: 1.19 (upper mid). Point 10 Sharpe: 1.04 (lower mid). Sharpe: 1.45 (upper mid). Sharpe: 2.64 (top quartile). Sharpe: 0.19 (bottom quartile). Sharpe: 0.90 (lower mid). Sharpe: 1.47 (top quartile). Sharpe: 0.58 (bottom quartile). Sharpe: 1.15 (upper mid). BOI AXA Mid and Small Cap Equity and Debt Fund
ICICI Prudential Equity and Debt Fund
Sundaram Equity Hybrid Fund
JM Equity Hybrid Fund
UTI Hybrid Equity Fund
Bandhan Hybrid Equity Fund
DSP Equity and Bond Fund
Nippon India Equity Hybrid Fund
સંપત્તિ > 500 કરોડ & પર છટણી કરેલ3 વર્ષCAGR પરત કરે છે.
હાઇબ્રિડ / બેલેન્સ્ડ મ્યુચ્યુઅલ ફંડ બેઝિક્સ
1. સંતુલિત ભંડોળને સમજવું
ભારતમાં, બેલેન્સ ફંડ સામાન્ય રીતે તેમના પોર્ટફોલિયોના 65% સ્ટોક્સ/ઇક્વિટી/શેર્સમાં અને તેમના બાકીના સંસાધનો બોન્ડ અને અન્ય ડેટ ઇન્સ્ટ્રુમેન્ટ જેમ કે કોર્પોરેટ બોન્ડ/સરકારી બોન્ડ/ઇન્ફ્રાસ્ટ્રક્ચર બોન્ડ્સમાં રોકાણ કરે છે. તેથી સંતુલિત ફંડ સામાન્ય રીતે ઇક્વિટી-ઓરિએન્ટેડ હાઇબ્રિડ ફંડ હોય છે. તેઓ પ્રથમ વખતના રોકાણકારો માટે યોગ્ય વિકલ્પ તરીકે સેવા આપે છે જેમની પાસે ઓછા-જોખમની ભૂખ. તે એવા રોકાણકારો માટે છે જેઓ જોખમી વિકલ્પો લેવા માંગતા નથી પરંતુ તેમ છતાં ઈચ્છે છેપાટનગર પ્રશંસા ઉપરાંત ડેટ ઓરિએન્ટેડ હાઇબ્રિડ/બેલેન્સ્ડ ફંડ્સ છે જેમાં 65% અને 35% ઇક્વિટી છે.
2. હાઇબ્રિડ મ્યુચ્યુઅલ ફંડના પ્રકાર
દ્વારા મ્યુચ્યુઅલ ફંડના તાજેતરના (માર્ચ - એપ્રિલ 2018) વર્ગીકરણના આધારેસેબી. હાઇબ્રિડ ફંડના પ્રકારો નીચે મુજબ છે.
| પ્રકાર | વિગતો |
|---|---|
| હાઇબ્રિડ ઇક્વિટી | 65% ઇક્વિટી 35% દેવું |
| વર્ણસંકર દેવું | 65% દેવું 35% ઇક્વિટી |
| આર્બિટ્રેશન | 100% ઇક્વિટી આર્બિટ્રેજ |
| ગતિશીલ ફાળવણી | મૂલ્યાંકન પર આધારિત ગતિશીલ ફાળવણી |
| ઇક્વિટી બચત | આર્બિટ્રેજ તકો, ઇક્વિટી/ઇક્વિટી સંબંધિત સાધનોમાં રોકાણ અને દેવું/મની માર્કેટ સાધનો |
| મલ્ટી એસેટ | મલ્ટીપલ એસેટ જેવીફ્લોટિંગ રેટ અને ફિક્સ રેટ ડેટ ઇન્સ્ટ્રુમેન્ટ્સ, ઇક્વિટી, મની માર્કેટ ઇન્સ્ટ્રુમેન્ટ્સ અને ડેરિવેટિવ્ઝ |
| સંતુલિત હાઇબ્રિડ | 50% ઇક્વિટી 50% દેવું |
3. સંતુલિત ભંડોળના ફાયદા
બેલેન્સ ફંડ્સ મ્યુચ્યુઅલ ફંડના સિંગલ ડોકેટના સ્વરૂપમાં વૈવિધ્યકરણની સુવિધા પૂરી પાડે છે. એનરોકાણકાર આમ ભંડોળના કલગીનું વિશ્લેષણ અને પસંદગીની ઝંઝટમાંથી પસાર થવાની જરૂર છે. વ્યવસાયિક રીતે પ્રશિક્ષિત અને અનુભવી ફંડ મેનેજર રોકાણકાર માટે આ કામ કરે છે. ડેટ અને ઇક્વિટી ઘટકોનું ગણતરીપૂર્વકનું મિશ્રણ ફંડને બજારની અસ્થિરતા માટે ઓછું સંવેદનશીલ બનાવે છે. ફંડના ઇક્વિટી ઘટકોનો ઉદ્દેશ્ય મૂડીની પ્રશંસા પેદા કરવાનો છે અને તેમના દેવું ઘટકો અણધાર્યા બજાર સુધારાઓથી રોકાણને બચાવવા માટે સિક્યોરિટીઝ તરીકે સેવા આપે છે.
4. સંતુલિત ભંડોળના ગેરફાયદા
જ્યારે એવું લાગે છે કે સંતુલિત ભંડોળ વર્ચ્યુઅલ રીતે જોખમ-મુક્ત છે, તે સંપૂર્ણપણે એવું નથી. સંતુલિત ભંડોળમાં જોખમનો પોતાનો હિસ્સો હોય છે. જ્યારે સંખ્યાબંધ સ્ટોક્સ અને ડેટ ઇન્સ્ટ્રુમેન્ટ્સમાં સીધા રોકાણના કિસ્સામાં, વ્યક્તિ વિવિધ ભંડોળમાં વિવિધતા તરીકે સંસાધનોને સ્થાનાંતરિત કરી શકે છે.ટેક્સ પ્લાનિંગ અથવા સંપત્તિ સર્જન. જો કે, બેલેન્સ ફંડ્સમાં, રિસોર્સ એલોકેશનનો નિર્ણય ફંડ મેનેજર પાસે હોવાથી, કસ્ટમાઇઝ્ડ ડાઇવર્સિફિકેશન શક્ય નથી.
5. વધુ સારું જોખમ આધારિત વળતર
સંતુલિત ફંડોએ લાંબા ગાળે ઇક્વિટી વળતરની તુલનામાં વધુ સારું જોખમ-સમાયોજિત વળતર આપ્યું છે. નીચે આપેલ સરખામણી ચોક્કસ ધારણા પર આધારિત છે જે ભવિષ્યમાં સમયાંતરે બદલાઈ શકે છે.
| ફંડ કેટેગરી | 5-વર્ષનું રોલિંગ વળતર | જોખમ આધારિત ધો. વિચલન |
|---|---|---|
| સંતુલિત ભંડોળ | 13.20% | 2.9 |
| લાર્જ કેપ ફંડ્સ | 12.90% | 3.47 |
| મિડ-કેપ અને લાર્જ કેપ ફંડ્સ | 13.96% | 3.82 |
| વૈવિધ્યસભર ભંડોળ | 14.91% | 3.96 |
(Erstwhile BOI AXA Mid Cap Equity And Debt Fund) The scheme's objective is to provide capital appreciation and income distribution to investors from a portfolio constituting of mid cap equity and equity related securities as well as fixed income securities.However there can be no assurance that the investment objectives of the Scheme will be realized Below is the key information for BOI AXA Mid and Small Cap Equity and Debt Fund Returns up to 1 year are on (Erstwhile ICICI Prudential Balanced Fund) To generate long term capital appreciation and current income from a portfolio
that is invested in equity and equity related securities as well as in fixed income
securities. Research Highlights for ICICI Prudential Equity and Debt Fund Below is the key information for ICICI Prudential Equity and Debt Fund Returns up to 1 year are on (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 Below is the key information for Sundaram Equity Hybrid Fund Returns up to 1 year are on (Erstwhile JM Balanced Fund) To provide steady current income as well as long term growth of capital. Research Highlights for JM Equity Hybrid Fund Below is the key information for JM Equity Hybrid Fund Returns up to 1 year are on (Erstwhile UTI Balanced Fund) The scheme aims to invest in a portfolio of equity/equity related securities and fixed income securities (debt and money market securities) with a view to generating regular income together with capital appreciation. Research Highlights for UTI Hybrid Equity Fund Below is the key information for UTI Hybrid Equity Fund Returns up to 1 year are on (Erstwhile IDFC Balanced Fund) The Fund seeks to generate long term capital appreciation along with current income by investing in a mix of equity and equity related securities, debt securities and money market instruments. There is no assurance or guarantee that the objectives of the scheme will be realised. Research Highlights for Bandhan Hybrid Equity Fund Below is the key information for Bandhan Hybrid Equity Fund Returns up to 1 year are on Seeks to generate long term capital appreciation and current income from a portfolio constituted of equity and equity related securities as well as fixed income securities. Research Highlights for DSP Equity and Bond Fund Below is the key information for DSP Equity and Bond Fund Returns up to 1 year are on (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 Below is the key information for Nippon India Equity Hybrid Fund Returns up to 1 year are on 1. BOI AXA Mid and Small Cap Equity and Debt Fund
BOI AXA Mid and Small Cap Equity and Debt Fund
Growth Launch Date 20 Jul 16 NAV (30 Mar 26) ₹35.58 ↓ -0.67 (-1.85 %) Net Assets (Cr) ₹1,360 on 28 Feb 26 Category Hybrid - Hybrid Equity AMC BOI AXA Investment Mngrs Private Ltd Rating Risk Moderately High Expense Ratio 2.27 Sharpe Ratio 1.04 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹13,441 31 Mar 23 ₹12,955 31 Mar 24 ₹18,917 31 Mar 25 ₹20,174 Returns for BOI AXA Mid and Small Cap Equity and Debt Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Mar 26 Duration Returns 1 Month -7.2% 3 Month -7.2% 6 Month -5% 1 Year 2.2% 3 Year 17.1% 5 Year 15.6% 10 Year 15 Year Since launch 14% Historical performance (Yearly) on absolute basis
Year Returns 2024 -0.9% 2023 25.8% 2022 33.7% 2021 -4.8% 2020 54.5% 2019 31.1% 2018 -4.7% 2017 -14.2% 2016 47.1% 2015 Fund Manager information for BOI AXA Mid and Small Cap Equity and Debt Fund
Name Since Tenure Alok Singh 16 Feb 17 9.04 Yr. Data below for BOI AXA Mid and Small Cap Equity and Debt Fund as on 28 Feb 26
Asset Allocation
Asset Class Value Cash 13.7% Equity 71.67% Debt 14.62% Equity Sector Allocation
Sector Value Financial Services 17.76% Industrials 13.67% Health Care 11.31% Basic Materials 11.15% Consumer Cyclical 9.91% Consumer Defensive 2.8% Technology 2.62% Energy 1.42% Communication Services 0.52% Utility 0.48% Real Estate 0.02% Debt Sector Allocation
Sector Value Government 9.88% Corporate 9.51% Cash Equivalent 8.94% Credit Quality
Rating Value AA 0.7% AAA 99.3% Top Securities Holdings / Portfolio
Name Holding Value Quantity Abbott India Ltd (Healthcare)
Equity, Since 31 Jan 23 | ABBOTINDIA3% ₹40 Cr 15,000
↑ 2,000 Indian Bank (Financial Services)
Equity, Since 31 Aug 23 | INDIANB3% ₹35 Cr 350,000
↓ -155,000 Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Jul 25 | GLENMARK2% ₹32 Cr 150,000 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Jul 19 | UNOMINDA2% ₹31 Cr 261,622
↓ -32,378 Max Financial Services Ltd (Financial Services)
Equity, Since 28 Feb 26 | MFSL2% ₹31 Cr 170,000
↑ 170,000 Bharat Dynamics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 24 | BDL2% ₹31 Cr 242,000
↑ 46,000 Aurobindo Pharma Ltd (Healthcare)
Equity, Since 31 Jan 26 | AUROPHARMA2% ₹29 Cr 240,000
↑ 140,000 Nippon Life India Asset Management Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Jan 24 | NAM-INDIA2% ₹28 Cr 300,000 Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 31 Jul 23 | ERIS2% ₹28 Cr 202,783 Sundaram Finance Ltd (Financial Services)
Equity, Since 28 Feb 26 | SUNDARMFIN2% ₹26 Cr 48,000
↑ 48,000 2. ICICI Prudential Equity and Debt Fund
ICICI Prudential Equity and Debt Fund
Growth Launch Date 3 Nov 99 NAV (30 Mar 26) ₹375.05 ↓ -6.38 (-1.67 %) Net Assets (Cr) ₹50,205 on 28 Feb 26 Category Hybrid - Hybrid Equity AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.6 Sharpe Ratio 1.45 Information Ratio 1.75 Alpha Ratio 3.49 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 31 Mar 21 ₹10,000 31 Mar 22 ₹13,315 31 Mar 23 ₹14,068 31 Mar 24 ₹19,851 31 Mar 25 ₹21,726 Returns for ICICI Prudential Equity and Debt Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Mar 26 Duration Returns 1 Month -7.9% 3 Month -8.1% 6 Month -5.5% 1 Year 1.7% 3 Year 16.7% 5 Year 17.1% 10 Year 15 Year Since launch 14.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 13.3% 2023 17.2% 2022 28.2% 2021 11.7% 2020 41.7% 2019 9% 2018 9.3% 2017 -1.9% 2016 24.8% 2015 13.7% Fund Manager information for ICICI Prudential Equity and Debt Fund
Name Since Tenure Sankaran Naren 7 Dec 15 10.24 Yr. Manish Banthia 19 Sep 13 12.45 Yr. Mittul Kalawadia 29 Dec 20 5.17 Yr. Akhil Kakkar 22 Jan 24 2.1 Yr. Sri Sharma 30 Apr 21 4.84 Yr. Sharmila D'Silva 31 Jul 22 3.58 Yr. Nitya Mishra 4 Nov 24 1.32 Yr. Data below for ICICI Prudential Equity and Debt Fund as on 28 Feb 26
Asset Allocation
Asset Class Value Cash 7.22% Equity 75.67% Debt 17.08% Equity Sector Allocation
Sector Value Financial Services 18.71% Consumer Cyclical 11.19% Industrials 7.78% Consumer Defensive 7.09% Energy 6.91% Health Care 5.98% Utility 5.76% Technology 4.78% Real Estate 2.9% Communication Services 2.27% Basic Materials 2.27% Debt Sector Allocation
Sector Value Government 10.35% Corporate 8.49% Cash Equivalent 5.49% Credit Quality
Rating Value A 1.64% AA 17.56% AAA 80.8% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | ICICIBANK5% ₹2,677 Cr 19,413,840
↓ -3,278,300 NTPC Ltd (Utilities)
Equity, Since 28 Feb 17 | NTPC5% ₹2,561 Cr 67,060,559
↓ -7,735,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 22 | RELIANCE5% ₹2,528 Cr 18,138,909
↓ -805,000 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | HDFCBANK5% ₹2,351 Cr 26,480,965
↑ 850,000 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 May 16 | SUNPHARMA4% ₹2,109 Cr 12,144,223
↓ -2,033,850 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 28 Feb 18 | TVSMOTOR3% ₹1,541 Cr 3,981,427 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 21 | AXISBANK3% ₹1,482 Cr 10,707,447
↓ -751,875 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Jan 23 | DMART2% ₹1,238 Cr 3,218,463 InterGlobe Aviation Ltd (Industrials)
Equity, Since 28 Feb 23 | INDIGO2% ₹1,224 Cr 2,535,996 6.48% Gs 2035
Sovereign Bonds | -2% ₹987 Cr 99,986,200
↑ 12,500,000 3. 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 31 Mar 21 ₹10,000 Returns for Sundaram Equity Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Mar 26 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 4. JM Equity Hybrid Fund
JM Equity Hybrid Fund
Growth Launch Date 1 Apr 95 NAV (30 Mar 26) ₹105.702 ↓ -2.10 (-1.95 %) Net Assets (Cr) ₹735 on 28 Feb 26 Category Hybrid - Hybrid Equity AMC JM Financial Asset Management Limited Rating ☆ Risk Moderately High Expense Ratio 2.3 Sharpe Ratio 0.19 Information Ratio 0.45 Alpha Ratio -6.31 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-60 Days (1%),60 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹11,498 31 Mar 23 ₹12,169 31 Mar 24 ₹18,130 31 Mar 25 ₹19,398 31 Mar 26 ₹18,103 Returns for JM Equity Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Mar 26 Duration Returns 1 Month -9.2% 3 Month -11.3% 6 Month -10.9% 1 Year -6.7% 3 Year 14.5% 5 Year 12.5% 10 Year 15 Year Since launch 11.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 -3.1% 2023 27% 2022 33.8% 2021 8.1% 2020 22.9% 2019 30.5% 2018 -8.1% 2017 1.7% 2016 18.5% 2015 3% Fund Manager information for JM Equity Hybrid Fund
Name Since Tenure Satish Ramanathan 1 Oct 24 1.41 Yr. Asit Bhandarkar 31 Dec 21 4.16 Yr. Ruchi Fozdar 4 Oct 24 1.4 Yr. Deepak Gupta 11 Apr 25 0.89 Yr. Data below for JM Equity Hybrid Fund as on 28 Feb 26
Asset Allocation
Asset Class Value Cash 6.37% Equity 74.98% Debt 18.66% Equity Sector Allocation
Sector Value Financial Services 24.26% Consumer Cyclical 11.67% Technology 11.18% Industrials 10.54% Basic Materials 4.23% Health Care 4.16% Communication Services 3.71% Consumer Defensive 2.41% Energy 1.9% Utility 0.88% Real Estate 0.04% Debt Sector Allocation
Sector Value Corporate 12.82% Government 9.54% Cash Equivalent 2.66% Credit Quality
Rating Value AA 12.89% AAA 87.11% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 24 | HDFCBANK4% ₹31 Cr 350,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 21 | LT4% ₹27 Cr 64,000
↓ -14,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 24 | BHARTIARTL4% ₹27 Cr 145,246 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jan 25 | BAJFINANCE4% ₹27 Cr 270,040
↓ -15,000 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 May 25 | MCX3% ₹23 Cr 95,380
↓ -44,000 Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Jan 25 | UJJIVANSFB3% ₹23 Cr 3,968,585
↓ -1,505,780 6.48% Gs 2035
Sovereign Bonds | -3% ₹21 Cr 2,175,000
↑ 100,000 Vedanta Ltd (Basic Materials)
Equity, Since 31 Mar 25 | VEDL3% ₹20 Cr 280,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 25 | AXISBANK3% ₹19 Cr 134,516 Canara Bank (Financial Services)
Equity, Since 30 Sep 25 | CANBK2% ₹18 Cr 1,129,319
↓ -100,000 5. UTI Hybrid Equity Fund
UTI Hybrid Equity Fund
Growth Launch Date 2 Jan 95 NAV (30 Mar 26) ₹376.378 ↓ -6.05 (-1.58 %) Net Assets (Cr) ₹6,663 on 28 Feb 26 Category Hybrid - Hybrid Equity AMC UTI Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio 0.9 Information Ratio 1.16 Alpha Ratio -0.58 Min Investment 1,000 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 31 Mar 21 ₹10,000 31 Mar 22 ₹11,989 31 Mar 23 ₹12,497 31 Mar 24 ₹16,678 31 Mar 25 ₹18,466 Returns for UTI Hybrid Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Mar 26 Duration Returns 1 Month -8.4% 3 Month -9.8% 6 Month -5.3% 1 Year -1.1% 3 Year 13.9% 5 Year 12.7% 10 Year 15 Year Since launch 14.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 6.4% 2023 19.7% 2022 25.5% 2021 5.6% 2020 30.5% 2019 13.2% 2018 2.5% 2017 -5.6% 2016 25.7% 2015 8.8% Fund Manager information for UTI Hybrid Equity Fund
Name Since Tenure V Srivatsa 24 Sep 09 16.44 Yr. Jaydeep Bhowal 3 Nov 25 0.32 Yr. Data below for UTI Hybrid Equity Fund as on 28 Feb 26
Asset Allocation
Asset Class Value Cash 4.16% Equity 71.88% Debt 23.95% Equity Sector Allocation
Sector Value Financial Services 21.44% Technology 7.21% Industrials 7.13% Consumer Cyclical 6.38% Energy 5.67% Basic Materials 5.36% Communication Services 4.89% Health Care 4.53% Consumer Defensive 4.48% Real Estate 2.75% Utility 2.05% Debt Sector Allocation
Sector Value Government 16.04% Corporate 8.77% Cash Equivalent 3.31% Credit Quality
Rating Value AA 1.3% AAA 98.7% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 29 Feb 20 | HDFCBANK5% ₹351 Cr 3,958,634
↓ -69,312 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 10 | ICICIBANK5% ₹306 Cr 2,218,644 Infosys Ltd (Technology)
Equity, Since 31 Mar 06 | INFY3% ₹222 Cr 1,709,717
↑ 42,222 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 12 | LT3% ₹185 Cr 432,809
↑ 19,500 Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 19 | RELIANCE3% ₹181 Cr 1,301,903
↓ -34,463 Vedanta Ltd (Basic Materials)
Equity, Since 30 Apr 24 | VEDL2% ₹157 Cr 2,181,845
↓ -143,649 ITC Ltd (Consumer Defensive)
Equity, Since 31 Aug 06 | ITC2% ₹155 Cr 4,954,969
↑ 50,000 6.48% Gs 2035
Sovereign Bonds | -2% ₹149 Cr 1,510,260,000
↑ 250,000,000 7.24% Gs 2055
Sovereign Bonds | -2% ₹148 Cr 1,500,000,000
↑ 250,000,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Apr 24 | POWERGRID2% ₹136 Cr 4,565,707
↑ 253,982 6. Bandhan Hybrid Equity Fund
Bandhan Hybrid Equity Fund
Growth Launch Date 30 Dec 16 NAV (30 Mar 26) ₹24.464 ↓ -0.42 (-1.70 %) Net Assets (Cr) ₹1,747 on 28 Feb 26 Category Hybrid - Hybrid Equity AMC IDFC Asset Management Company Limited Rating Risk Moderately High Expense Ratio 2.35 Sharpe Ratio 1.47 Information Ratio 0.56 Alpha Ratio 4.83 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 31 Mar 21 ₹10,000 31 Mar 22 ₹11,975 31 Mar 23 ₹11,880 31 Mar 24 ₹15,208 31 Mar 25 ₹16,977 Returns for Bandhan Hybrid Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Mar 26 Duration Returns 1 Month -8.6% 3 Month -8.8% 6 Month -5.5% 1 Year 2% 3 Year 13.8% 5 Year 11.6% 10 Year 15 Year Since launch 10.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.7% 2023 21% 2022 20.4% 2021 -1.1% 2020 30.8% 2019 13.9% 2018 4.7% 2017 -3.8% 2016 16.2% 2015 Fund Manager information for Bandhan Hybrid Equity Fund
Name Since Tenure Harshal Joshi 28 Jul 21 4.59 Yr. Brijesh Shah 10 Jun 24 1.72 Yr. Prateek Poddar 7 Jun 24 1.73 Yr. Ritika Behera 7 Oct 23 2.4 Yr. Gaurav Satra 7 Jun 24 1.73 Yr. Data below for Bandhan Hybrid Equity Fund as on 28 Feb 26
Asset Allocation
Asset Class Value Cash 3.88% Equity 78.15% Debt 17.97% Equity Sector Allocation
Sector Value Financial Services 23.73% Consumer Cyclical 12.16% Technology 6.97% Industrials 6.87% Basic Materials 6.04% Health Care 5.67% Consumer Defensive 4.85% Energy 4.13% Utility 3.63% Communication Services 2.94% Real Estate 1.17% Debt Sector Allocation
Sector Value Corporate 12.53% Government 6.81% Cash Equivalent 2.51% Credit Quality
Rating Value AA 3.88% AAA 96.12% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 24 | ICICIBANK7% ₹122 Cr 883,287
↑ 308,787 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 24 | HDFCBANK5% ₹84 Cr 945,394
↓ -46,648 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 20 | RELIANCE4% ₹64 Cr 459,348
↑ 18,379 State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN3% ₹52 Cr 430,622
↑ 14,385 National Bank For Agriculture And Rural Development
Debentures | -3% ₹50 Cr 5,000,000
↑ 5,000,000 Small Industries Development Bank Of India
Debentures | -3% ₹49 Cr 5,000,000
↑ 5,000,000 Infosys Ltd (Technology)
Equity, Since 31 Jan 17 | INFY3% ₹49 Cr 375,552
↑ 108,890 NTPC Ltd (Utilities)
Equity, Since 28 Feb 23 | NTPC3% ₹49 Cr 1,272,917
↑ 182,129 Power Finance Corporation Limited
Debentures | -3% ₹45 Cr 4,500,000
↑ 4,500,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jan 17 | LT2% ₹39 Cr 90,789
↑ 5,909 7. DSP Equity and Bond Fund
DSP Equity and Bond Fund
Growth Launch Date 27 May 99 NAV (30 Mar 26) ₹323.586 ↓ -5.80 (-1.76 %) Net Assets (Cr) ₹11,928 on 28 Feb 26 Category Hybrid - Hybrid Equity AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.76 Sharpe Ratio 0.58 Information Ratio 0.51 Alpha Ratio -3.25 Min Investment 1,000 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 31 Mar 21 ₹10,000 31 Mar 22 ₹11,276 31 Mar 23 ₹11,200 31 Mar 24 ₹14,388 31 Mar 25 ₹16,828 Returns for DSP Equity and Bond Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Mar 26 Duration Returns 1 Month -9% 3 Month -10.8% 6 Month -8.4% 1 Year -5% 3 Year 13% 5 Year 9.8% 10 Year 15 Year Since launch 13.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 6.8% 2023 17.7% 2022 25.3% 2021 -2.7% 2020 24.2% 2019 17% 2018 14.2% 2017 -5.1% 2016 27.6% 2015 8.3% Fund Manager information for DSP Equity and Bond Fund
Name Since Tenure Abhishek Singh 1 Mar 24 2 Yr. Shantanu Godambe 1 Aug 24 1.58 Yr. Data below for DSP Equity and Bond Fund as on 28 Feb 26
Asset Allocation
Asset Class Value Cash 4.46% Equity 66.7% Debt 28.83% Other 0.01% Equity Sector Allocation
Sector Value Financial Services 31.86% Health Care 8.32% Consumer Cyclical 7.49% Consumer Defensive 6.18% Utility 3.62% Technology 2.96% Basic Materials 2.8% Energy 1.69% Communication Services 1.12% Industrials 0.66% Debt Sector Allocation
Sector Value Government 17.7% Corporate 11.94% Cash Equivalent 3.65% Credit Quality
Rating Value AA 15.68% AAA 84.32% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 14 | HDFCBANK9% ₹1,065 Cr 11,995,360
↑ 1,837,924 6.90% Gs 2065
Sovereign Bonds | -5% ₹650 Cr 67,500,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 15 | ICICIBANK5% ₹628 Cr 4,555,949 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | AXISBANK4% ₹439 Cr 3,172,205
↓ -666,282 ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 24 | ITC4% ₹430 Cr 13,710,317
↑ 1,779,432 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 24 | KOTAKBANK3% ₹390 Cr 9,403,042
↑ 1,413,012 Infosys Ltd (Technology)
Equity, Since 30 Jun 20 | INFY3% ₹344 Cr 2,642,116 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Mar 24 | M&M3% ₹332 Cr 976,517
↓ -340,769 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Apr 24 | SBILIFE3% ₹327 Cr 1,604,873 Cipla Ltd (Healthcare)
Equity, Since 31 May 24 | CIPLA3% ₹311 Cr 2,306,772
↑ 315,515 8. Nippon India Equity Hybrid Fund
Nippon India Equity Hybrid Fund
Growth Launch Date 8 Jun 05 NAV (30 Mar 26) ₹97.4323 ↓ -1.72 (-1.74 %) Net Assets (Cr) ₹4,063 on 28 Feb 26 Category Hybrid - Hybrid Equity AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.98 Sharpe Ratio 1.15 Information Ratio 0.83 Alpha Ratio 1.19 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.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹11,755 31 Mar 23 ₹12,278 31 Mar 24 ₹16,134 31 Mar 25 ₹17,274 Returns for Nippon India Equity Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Mar 26 Duration Returns 1 Month -8.4% 3 Month -8.7% 6 Month -6.7% 1 Year -0.1% 3 Year 12.9% 5 Year 11.4% 10 Year 15 Year Since launch 11.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 6.1% 2023 16.1% 2022 24.1% 2021 6.6% 2020 27.8% 2019 -5.3% 2018 3% 2017 -4.9% 2016 29.5% 2015 4.2% Fund Manager information for Nippon India Equity Hybrid Fund
Name Since Tenure Meenakshi Dawar 10 Sep 21 4.47 Yr. Kinjal Desai 25 May 18 7.77 Yr. Sushil Budhia 1 Feb 20 6.08 Yr. Lokesh Maru 5 Sep 25 0.48 Yr. Divya Sharma 5 Sep 25 0.48 Yr. Data below for Nippon India Equity Hybrid Fund as on 28 Feb 26
Asset Allocation
Asset Class Value Cash 3.53% Equity 79.09% Debt 17.37% Equity Sector Allocation
Sector Value Financial Services 24.04% Consumer Cyclical 10.2% Industrials 9.69% Technology 6.12% Utility 5.22% Health Care 4.78% Real Estate 4.55% Communication Services 3.8% Energy 3.71% Consumer Defensive 3.59% Basic Materials 3.39% Debt Sector Allocation
Sector Value Corporate 11.81% Government 5.57% Cash Equivalent 3.53% Credit Quality
Rating Value A 3.22% AA 46.05% AAA 50.74% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK5% ₹210 Cr 2,364,712 Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 13 | LT4% ₹152 Cr 354,838 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 12 | ICICIBANK4% ₹144 Cr 1,046,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | AXISBANK3% ₹129 Cr 933,200 State Bank of India (Financial Services)
Equity, Since 31 Jul 16 | SBIN3% ₹121 Cr 1,010,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 19 | BHARTIARTL3% ₹119 Cr 635,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 14 | RELIANCE3% ₹112 Cr 806,000 NTPC Ltd (Utilities)
Equity, Since 31 Aug 20 | NTPC3% ₹107 Cr 2,800,620 Infosys Ltd (Technology)
Equity, Since 28 Feb 11 | INFY2% ₹87 Cr 670,896 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Aug 20 | M&M2% ₹80 Cr 235,000
કરની અસરો
સરેરાશ 65% કે તેથી વધુના ઇક્વિટી એક્સ્પોઝરવાળા તમામ મ્યુચ્યુઅલ ફંડને કરવેરા હેતુ માટે ઇક્વિટી એસેટ ક્લાસ તરીકે ગણવામાં આવે છે. તેથી ટૂંકા ગાળાનામૂડી વધારો અર્થાત ઇક્વિટી-ઓરિએન્ટેડ બેલેન્સના એક વર્ષ સાથે બુક કરાયેલા લાભો પર 15% ટેક્સ લાગે છે. જો આ ફંડ્સ 12 મહિના કરતાં વધુ સમયગાળા માટે રાખવામાં આવે છે, તો તેમના લાંબા ગાળાના મૂડી લાભો પર 10% કર લાદવામાં આવે છે જો નફો રૂ. કરતાં વધી જાય. 1 લાખ (2018 ના નવીનતમ બજેટ મુજબ).
ડેટ ઓરિએન્ટેડ હાઇબ્રિડ ફંડ્સ માટે જો હોલ્ડિંગ 3 વર્ષ કે તેથી વધુ સમય માટે હોય તો અન્ય ડેટ ઇન્સ્ટ્રુમેન્ટ તરીકે ઇન્ડેક્સેશન લાભ સાથે 20% કર છે. ટૂંકા ગાળાના કરવેરાના સીમાંત દરે (ટેક્સ સ્લેબ મુજબ) કર લાદવામાં આવે છે.
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Research Highlights for BOI AXA Mid and Small Cap Equity and Debt Fund