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ટોચસંતુલિત ભંડોળ છેમ્યુચ્યુઅલ ફંડ જે તેમની સંપત્તિના 65% થી વધુ રોકાણ કરે છેઇક્વિટી અને બાકીની અસ્કયામતો ડેટ ઇન્સ્ટ્રુમેન્ટ્સમાં સારી એકંદર વળતર આપવા માટે. સંતુલિત મ્યુચ્યુઅલ ફંડ એ રોકાણકારો માટે ફાયદાકારક છે જેઓ એબજાર કેટલાક નિશ્ચિત વળતરની શોધમાં પણ જોખમ. ઇક્વિટી અને સ્ટોક્સમાં રોકાણ કરાયેલી અસ્કયામતો બજાર સાથે જોડાયેલ વળતર આપે છે જ્યારે ડેટ ઇન્સ્ટ્રુમેન્ટમાં રોકાણ કરાયેલી અસ્કયામતો નિશ્ચિત વળતર આપે છે. ઇક્વિટી અને ડેટ બંનેનું મિશ્રણ હોવાથી, રોકાણકારોએ જ્યારે ખૂબ કાળજી લેવી જોઈએરોકાણ આ ભંડોળમાં. રોકાણકારોને સલાહ આપવામાં આવે છે કે બેલેન્સ્ડ મ્યુચ્યુઅલ ફંડમાં રોકાણ કરતા પહેલા ટોચના બેલેન્સ્ડ ફંડ્સ શોધો. અમે નીચે ટોચના સંતુલિત મ્યુચ્યુઅલ ફંડ્સની સૂચિબદ્ધ કરી છે.
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ભારતમાં રોકાણ માટે ટોચના 7 સંતુલિત મ્યુચ્યુઅલ ફંડ્સ 2022 - 2023
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) 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 Baroda Pioneer Hybrid Equity Fund Growth ₹81.2894
↑ 0.36 ₹389 -3.5 -0.8 14.8 14.3 11.2 IDBI Hybrid Equity Fund Growth ₹17.1253
↓ -0.01 ₹179 7.8 9.8 12.1 14.4 7.1 Essel Regular Savings Fund Growth ₹26.1285
↑ 0.02 ₹36 0.8 3.8 9.4 5.4 5.8 Tata Equity Savings Fund Growth ₹56.3583
↑ 0.03 ₹285 -0.1 1.8 6.9 9.8 8 Invesco India Arbitrage Fund Growth ₹34.4991
↑ 0.06 ₹30,396 1.6 3.1 6.3 6.8 6.5 6.5 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 Baroda Pioneer Hybrid Equity Fund IDBI Hybrid Equity Fund Essel Regular Savings Fund Tata Equity Savings Fund Invesco India Arbitrage Fund Point 1 Upper mid AUM (₹1,954 Cr). Upper mid AUM (₹655 Cr). Lower mid AUM (₹389 Cr). Bottom quartile AUM (₹179 Cr). Bottom quartile AUM (₹36 Cr). Lower mid AUM (₹285 Cr). Highest AUM (₹30,396 Cr). Point 2 Established history (26+ yrs). Established history (11+ yrs). Established history (23+ yrs). Established history (10+ yrs). Established history (16+ yrs). Oldest track record among peers (29 yrs). Established history (19+ yrs). Point 3 Rating: 2★ (upper mid). Not Rated. Top rated. Not Rated. Rating: 1★ (lower mid). Not Rated. Rating: 3★ (upper mid). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderate. Risk profile: Moderately High. Risk profile: Moderately Low. Point 5 5Y return: 14.20% (top quartile). 5Y return: 8.31% (upper mid). 5Y return: 11.17% (upper mid). 5Y return: 7.09% (lower mid). 5Y return: 5.81% (bottom quartile). 5Y return: 8.02% (lower mid). 5Y return: 6.45% (bottom quartile). Point 6 3Y return: 16.03% (top quartile). 3Y return: 6.92% (lower mid). 3Y return: 14.26% (upper mid). 3Y return: 14.43% (upper mid). 3Y return: 5.43% (bottom quartile). 3Y return: 9.85% (lower mid). 3Y return: 6.77% (bottom quartile). Point 7 1Y return: 27.10% (top quartile). 1Y return: 25.12% (upper mid). 1Y return: 14.82% (upper mid). 1Y return: 12.06% (lower mid). 1Y return: 9.39% (lower mid). 1Y return: 6.88% (bottom quartile). 1Y return: 6.30% (bottom quartile). Point 8 1M return: 1.80% (upper mid). 1M return: 1.04% (upper mid). 1M return: -2.79% (bottom quartile). 1M return: 2.10% (top quartile). 1M return: -0.76% (bottom quartile). 1M return: 0.34% (lower mid). 1M return: 0.61% (lower mid). Point 9 Alpha: 5.81 (upper mid). Alpha: 0.00 (upper mid). Alpha: 6.53 (top quartile). Alpha: -0.26 (bottom quartile). Alpha: -0.73 (bottom quartile). Alpha: 0.00 (lower mid). Alpha: 0.00 (lower mid). Point 10 Sharpe: 2.64 (top quartile). Sharpe: 2.59 (upper mid). Sharpe: 2.59 (upper mid). Sharpe: 1.03 (lower mid). Sharpe: 1.55 (lower mid). Sharpe: 0.00 (bottom quartile). Sharpe: 0.85 (bottom quartile). Sundaram Equity Hybrid Fund
SBI Dynamic Asset Allocation Fund
Baroda Pioneer Hybrid Equity Fund
IDBI Hybrid Equity Fund
Essel Regular Savings Fund
Tata Equity Savings Fund
Invesco India Arbitrage Fund
ટોચના 7 બેલેન્સ્ડ ફંડ્સ
(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. Below is the key information for Sundaram Equity Hybrid Fund Returns up to 1 year are on 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 Below is the key information for SBI Dynamic Asset Allocation Fund Returns up to 1 year are on (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 Below is the key information for Baroda Pioneer Hybrid Equity Fund Returns up to 1 year are on (Erstwhile IDBI Prudence Fund) The investment objective of the scheme would be to generate opportunities for capital appreciation along with income by investing in a diversified basket of equity and equity related instruments, debt and money market instruments. However, there can be no assurance that the investment objective of the scheme will be realized. Research Highlights for IDBI Hybrid Equity Fund Below is the key information for IDBI Hybrid Equity Fund Returns up to 1 year are on (Erstwhile Essel Income Plus Fund) To generate regular income through a portfolio of predominantly high quality fixed income securities and with a marginal exposure to equity & equity related securities. However, there can be no assurance that the investment objective of the scheme will be achieved. The scheme does not assure or guarantee any returns. Research Highlights for Essel Regular Savings Fund Below is the key information for Essel Regular Savings Fund Returns up to 1 year are on (Erstwhile TATA Regular Savings Equity Fund) The investment objective of the scheme is to provide long term capital appreciation and income distribution to the investors by predominantly investing in equity and equity related instruments, equity arbitrage opportunities and investments in debt and money market instruments. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns. Research Highlights for Tata Equity Savings Fund Below is the key information for Tata Equity Savings Fund Returns up to 1 year are on The primary investment objective of the scheme is to generate income through arbitrage opportunities emerging out of mis-pricing between the cash market and the derivatives market and through deployment of surplus cash in fixed income instruments. Research Highlights for Invesco India Arbitrage Fund Below is the key information for Invesco India Arbitrage Fund Returns up to 1 year are on 1. 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 Returns for Sundaram Equity Hybrid Fund
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 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 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
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 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 Returns for SBI Dynamic Asset Allocation Fund
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 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 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. 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 Returns for Baroda Pioneer Hybrid Equity Fund
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 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 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 4. IDBI Hybrid Equity Fund
IDBI Hybrid Equity Fund
Growth Launch Date 24 Oct 16 NAV (28 Jul 23) ₹17.1253 ↓ -0.01 (-0.05 %) Net Assets (Cr) ₹179 on 30 Jun 23 Category Hybrid - Hybrid Equity AMC IDBI Asset Management Limited Rating Risk Moderately High Expense Ratio 2.52 Sharpe Ratio 1.03 Information Ratio -1.03 Alpha Ratio -0.26 Min Investment 5,000 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for IDBI Hybrid Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Dec 21 Duration Returns 1 Month 2.1% 3 Month 7.8% 6 Month 9.8% 1 Year 12.1% 3 Year 14.4% 5 Year 7.1% 10 Year 15 Year Since launch 8.3% Historical performance (Yearly) on absolute basis
Year Returns 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 Fund Manager information for IDBI Hybrid Equity Fund
Name Since Tenure Data below for IDBI Hybrid Equity Fund as on 30 Jun 23
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. Essel Regular Savings Fund
Essel Regular Savings Fund
Growth Launch Date 29 Jul 10 NAV (14 Nov 24) ₹26.1285 ↑ 0.02 (0.06 %) Net Assets (Cr) ₹36 on 30 Sep 24 Category Hybrid - Hybrid Debt AMC Essel Funds Management Company Ltd Rating ☆ Risk Moderate Expense Ratio 1.95 Sharpe Ratio 1.55 Information Ratio -0.87 Alpha Ratio -0.73 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Essel Regular Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Dec 21 Duration Returns 1 Month -0.8% 3 Month 0.8% 6 Month 3.8% 1 Year 9.4% 3 Year 5.4% 5 Year 5.8% 10 Year 15 Year Since launch 6.9% Historical performance (Yearly) on absolute basis
Year Returns 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 Fund Manager information for Essel Regular Savings Fund
Name Since Tenure Data below for Essel Regular Savings Fund as on 30 Sep 24
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. Tata Equity Savings Fund
Tata Equity Savings Fund
Growth Launch Date 23 Jul 97 NAV (20 Feb 26) ₹56.3583 ↑ 0.03 (0.06 %) Net Assets (Cr) ₹285 on 31 Jan 26 Category Hybrid - Equity Savings AMC Tata Asset Management Limited Rating Risk Moderately High Expense Ratio 1.13 Sharpe Ratio 0 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 150 Exit Load 0-90 Days (0.25%),90 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Tata Equity Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Dec 21 Duration Returns 1 Month 0.3% 3 Month -0.1% 6 Month 1.8% 1 Year 6.9% 3 Year 9.8% 5 Year 8% 10 Year 15 Year Since launch 8.1% Historical performance (Yearly) on absolute basis
Year Returns 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 Fund Manager information for Tata Equity Savings Fund
Name Since Tenure Data below for Tata Equity Savings Fund as on 31 Jan 26
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 7. Invesco India Arbitrage Fund
Invesco India Arbitrage Fund
Growth Launch Date 30 Apr 07 NAV (23 Oct 26) ₹34.4991 ↑ 0.06 (0.16 %) Net Assets (Cr) ₹30,396 on 30 Sep 26 Category Hybrid - Arbitrage AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk Moderately Low Expense Ratio 1.03 Sharpe Ratio 0.85 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-15 Days (0.5%),15 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 21 ₹10,000 30 Sep 22 ₹10,427 30 Sep 23 ₹11,187 30 Sep 24 ₹12,023 30 Sep 25 ₹12,816 30 Sep 26 ₹13,602 Returns for Invesco India Arbitrage Fund
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 1.6% 6 Month 3.1% 1 Year 6.3% 3 Year 6.8% 5 Year 6.5% 10 Year 15 Year Since launch 6.6% Historical performance (Yearly) on absolute basis
Year Returns 2025 6.5% 2024 7.6% 2023 7.4% 2022 5.1% 2021 3.5% 2020 4.3% 2019 5.9% 2018 5.9% 2017 5.5% 2016 6.5% Fund Manager information for Invesco India Arbitrage Fund
Name Since Tenure Deepak Gupta 11 Nov 21 4.81 Yr. Pradeep Sukte 25 Jun 26 0.18 Yr. Data below for Invesco India Arbitrage Fund as on 30 Sep 26
Asset Allocation
Asset Class Value Cash 98.7% Equity 0.28% Debt 1.56% Equity Sector Allocation
Sector Value Financial Services 21.67% Basic Materials 1.78% Consumer Defensive 1.13% Health Care 1% Communication Services 0.83% Consumer Cyclical 0.82% Utility 0.66% Real Estate 0.27% Debt Sector Allocation
Sector Value Cash Equivalent 85.26% Corporate 11.77% Government 3.25% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity Future on BANK Index
- | -21% -₹6,279 Cr 386,637,900
↓ -2,420,200 Invesco India Liquid Dir Gr
Investment Fund | -11% ₹3,286 Cr 8,445,705
↓ -2,441,938 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 23 | HDFCBANK6% ₹1,837 Cr 25,907,700
↑ 12,113,400 Invesco India Money Market Dir Gr
Investment Fund | -5% ₹1,500 Cr 4,415,910 Future on Bharti Airtel Ltd
Derivatives | -4% -₹1,084 Cr 5,776,000
↑ 961,875 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 23 | 5322153% ₹1,060 Cr 8,156,875
↑ 2,918,125 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 24 | ICICIBANK3% ₹1,048 Cr 7,204,400
↑ 1,260,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 24 | BHARTIARTL3% ₹1,047 Cr 5,776,000
↑ 961,875 Future on Reliance Industries Ltd
Derivatives | -3% -₹798 Cr 6,130,500
↓ -85,500 Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 22 | RELIANCE3% ₹783 Cr 6,130,500
↓ -219,500
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Research Highlights for Sundaram Equity Hybrid Fund