7 बेस्ट एग्रेसिव हाइब्रिड म्यूचुअल फंड्स 2022

Updated on August 30, 2026 , 28111 views

आक्रामकहाइब्रिड फंड उन निवेशकों के लिए उपयुक्त है जो झुकाव करना चाहते हैंनिवेश मेंइक्विटी फ़ंड, लेकिन साथ ही पोर्टफोलियो में स्थिरता चाहता है। यह फंड इक्विटी और हाइब्रिड फंड दोनों का मिश्रण है। लेकिन, चूंकि इस फंड में इक्विटी इंस्ट्रूमेंट का हिस्सा अधिक होता है, इसलिए इसे एग्रेसिव हाइब्रिड फंड कहा जाता है। जिन निवेशकों को इस श्रेणी से अच्छे फंड चुनने में एक गाइड की आवश्यकता होगी, हमने निवेश करने के लिए कुछ बेहतरीन आक्रामक हाइब्रिड फंडों को शॉर्टलिस्ट किया है।

आक्रामक हाइब्रिड फंड क्या हैं?

आक्रामक हाइब्रिड फंड अपनी कुल संपत्ति का लगभग 65 से 85 प्रतिशत इक्विटी से संबंधित उपकरणों में और लगभग 20 से 35 प्रतिशत ऋण उपकरणों में निवेश करेगा। चूंकि फंड का अधिकतम आवंटन इक्विटी का होता है, इसलिए इसे हाइब्रिड इक्विटी फंड भी कहा जा सकता है।

चूंकि इस फंड में डेट इंस्ट्रूमेंट का एक हिस्सा होता है, इसलिए वे शुद्ध इक्विटी की तुलना में अपेक्षाकृत कम अस्थिर होते हैंम्यूचुअल फंड्स. हालाँकि, एक योजना जो अपने कोष का 65 प्रतिशत (या अधिक) इक्विटी में निवेश करती है, उसे जोखिम-मुक्त निवेश नहीं माना जा सकता है।

किसे निवेश करना चाहिए?

एकइन्वेस्टर जो निवेश में कुछ स्तर के जोखिम को सहन कर सकते हैं वे आक्रामक हाइब्रिड फंड में निवेश करने पर विचार कर सकते हैं। साथ ही, एक निवेशक जो इक्विटी में निवेश करना चाहता है, लेकिन साथ ही एक सुरक्षित रास्ता अपनाना चाहता है, वह इस फंड से शुरुआत कर सकता है।

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टॉप 7 बेस्ट परफॉर्मिंग एग्रेसिव हाइब्रिड फंड्स 2022

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2025 (%)
BOI AXA Mid and Small Cap Equity and Debt Fund Growth	₹43.06 ↓ -0.29	₹1,841	6.9	12.4	14.8	16.5	14.1	-0.9
Sundaram Equity Hybrid Fund Growth	₹135.137 ↑ 0.78	₹1,954	0.5	10.5	27.1	16	14.2
Baroda Pioneer Hybrid Equity Fund Growth	₹81.2894 ↑ 0.36	₹389	-3.5	-0.8	14.8	14.3	11.2
Bandhan Hybrid Equity Fund Growth	₹28.122 ↓ -0.17	₹2,184	6.5	5.1	8.8	13.6	10.7	7.7
ICICI Prudential Equity and Debt Fund Growth	₹405.29 ↓ -1.98	₹52,433	3.4	-0.4	3	13.5	14.9	13.3
SBI Equity Hybrid Fund Growth	₹316.568 ↓ -1.49	₹88,036	3.1	4	6.5	12.4	9.8	12.3
Kotak Equity Hybrid Fund Growth	₹65.597 ↓ -0.38	₹9,205	5.6	3.1	5.9	12.2	11.4	4.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Sep 26

Research Highlights & Commentary of 7 Funds showcased

Commentary	BOI AXA Mid and Small Cap Equity and Debt Fund	Sundaram Equity Hybrid Fund	Baroda Pioneer Hybrid Equity Fund	Bandhan Hybrid Equity Fund	ICICI Prudential Equity and Debt Fund	SBI Equity Hybrid Fund	Kotak Equity Hybrid Fund
Point 1	Bottom quartile AUM (₹1,841 Cr).	Lower mid AUM (₹1,954 Cr).	Bottom quartile AUM (₹389 Cr).	Lower mid AUM (₹2,184 Cr).	Upper mid AUM (₹52,433 Cr).	Highest AUM (₹88,036 Cr).	Upper mid AUM (₹9,205 Cr).
Point 2	Established history (10+ yrs).	Oldest track record among peers (26 yrs).	Established history (22+ yrs).	Established history (9+ yrs).	Established history (26+ yrs).	Established history (21+ yrs).	Established history (11+ yrs).
Point 3	Not Rated.	Rating: 2★ (lower mid).	Rating: 3★ (upper mid).	Not Rated.	Top rated.	Rating: 4★ (upper mid).	Rating: 3★ (lower 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.
Point 5	5Y return: 14.07% (upper mid).	5Y return: 14.20% (upper mid).	5Y return: 11.17% (lower mid).	5Y return: 10.73% (bottom quartile).	5Y return: 14.95% (top quartile).	5Y return: 9.79% (bottom quartile).	5Y return: 11.41% (lower mid).
Point 6	3Y return: 16.52% (top quartile).	3Y return: 16.03% (upper mid).	3Y return: 14.26% (upper mid).	3Y return: 13.55% (lower mid).	3Y return: 13.52% (lower mid).	3Y return: 12.39% (bottom quartile).	3Y return: 12.24% (bottom quartile).
Point 7	1Y return: 14.83% (upper mid).	1Y return: 27.10% (top quartile).	1Y return: 14.82% (upper mid).	1Y return: 8.82% (lower mid).	1Y return: 2.96% (bottom quartile).	1Y return: 6.49% (lower mid).	1Y return: 5.86% (bottom quartile).
Point 8	1M return: 2.92% (top quartile).	1M return: 1.80% (upper mid).	1M return: -2.79% (bottom quartile).	1M return: 0.79% (upper mid).	1M return: -0.74% (bottom quartile).	1M return: -0.41% (lower mid).	1M return: 0.29% (lower mid).
Point 9	Alpha: 0.00 (bottom quartile).	Alpha: 5.81 (upper mid).	Alpha: 6.53 (top quartile).	Alpha: 5.97 (upper mid).	Alpha: 1.02 (lower mid).	Alpha: 2.74 (lower mid).	Alpha: 0.00 (bottom quartile).
Point 10	Sharpe: 0.32 (upper mid).	Sharpe: 2.64 (top quartile).	Sharpe: 2.59 (upper mid).	Sharpe: 0.05 (lower mid).	Sharpe: -0.03 (bottom quartile).	Sharpe: 0.09 (lower mid).	Sharpe: 0.03 (bottom quartile).

BOI AXA Mid and Small Cap Equity and Debt Fund

Bottom quartile AUM (₹1,841 Cr).
Established history (10+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 14.07% (upper mid).
3Y return: 16.52% (top quartile).
1Y return: 14.83% (upper mid).
1M return: 2.92% (top quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.32 (upper mid).

Sundaram Equity Hybrid Fund

Lower mid AUM (₹1,954 Cr).
Oldest track record among peers (26 yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 14.20% (upper 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).

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% (lower mid).
3Y return: 14.26% (upper mid).
1Y return: 14.82% (upper mid).
1M return: -2.79% (bottom quartile).
Alpha: 6.53 (top quartile).
Sharpe: 2.59 (upper mid).

Bandhan Hybrid Equity Fund

Lower mid AUM (₹2,184 Cr).
Established history (9+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 10.73% (bottom quartile).
3Y return: 13.55% (lower mid).
1Y return: 8.82% (lower mid).
1M return: 0.79% (upper mid).
Alpha: 5.97 (upper mid).
Sharpe: 0.05 (lower mid).

ICICI Prudential Equity and Debt Fund

Upper mid AUM (₹52,433 Cr).
Established history (26+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 14.95% (top quartile).
3Y return: 13.52% (lower mid).
1Y return: 2.96% (bottom quartile).
1M return: -0.74% (bottom quartile).
Alpha: 1.02 (lower mid).
Sharpe: -0.03 (bottom quartile).

SBI Equity Hybrid Fund

Highest AUM (₹88,036 Cr).
Established history (21+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 9.79% (bottom quartile).
3Y return: 12.39% (bottom quartile).
1Y return: 6.49% (lower mid).
1M return: -0.41% (lower mid).
Alpha: 2.74 (lower mid).
Sharpe: 0.09 (lower mid).

Kotak Equity Hybrid Fund

Upper mid AUM (₹9,205 Cr).
Established history (11+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 11.41% (lower mid).
3Y return: 12.24% (bottom quartile).
1Y return: 5.86% (bottom quartile).
1M return: 0.29% (lower mid).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.03 (bottom quartile).

*निधि के आधार पर सूचीसंपत्ति>= 200 करोड़ पर छाँटा गया3 सालसीएजीआर वापसी.

1. BOI AXA Mid and Small Cap Equity and Debt Fund

(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

Research Highlights for BOI AXA Mid and Small Cap Equity and Debt Fund

Lower mid AUM (₹1,841 Cr).
Established history (10+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 14.07% (upper mid).
3Y return: 16.52% (top quartile).
1Y return: 14.83% (upper mid).
1M return: 2.92% (top quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.32 (lower mid).
Information ratio: 0.00 (lower mid).
Top sector: Financial Services.
Top bond sector: Corporate.
Equity-heavy allocation (~68%).
High-quality debt (AAA/AA ~100%).
Largest holding Abbott India Ltd (~2.3%).

Below is the key information for 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 (01 Sep 26)	₹43.06 ↓ -0.29 (-0.67 %)
Net Assets (Cr)	₹1,841 on 31 Jul 26
Category	Hybrid - Hybrid Equity
AMC	BOI AXA Investment Mngrs Private Ltd
Rating	Not Rated
Risk	Moderately High
Expense Ratio	2.27
Sharpe Ratio	0.32
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 Aug 21	₹10,000
31 Aug 22	₹10,086
31 Aug 23	₹12,166
31 Aug 24	₹17,942
31 Aug 25	₹16,731
31 Aug 26	₹19,518

BOI AXA Mid and Small Cap Equity and Debt 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 BOI AXA Mid and Small Cap Equity and Debt Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Sep 26

Duration	Returns
1 Month	2.9%
3 Month	6.9%
6 Month	12.4%
1 Year	14.8%
3 Year	16.5%
5 Year	14.1%
10 Year
15 Year
Since launch	15.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	-0.9%
2024	25.8%
2023	33.7%
2022	-4.8%
2021	54.5%
2020	31.1%
2019	-4.7%
2018	-14.2%
2017	47.1%
2016

Fund Manager information for BOI AXA Mid and Small Cap Equity and Debt Fund

Name	Since	Tenure
Alok Singh	16 Feb 17	9.54 Yr.

Data below for BOI AXA Mid and Small Cap Equity and Debt Fund as on 31 Jul 26

Asset Allocation

Asset Class	Value
Cash	18.74%
Equity	67.83%
Debt	13.43%

Equity Sector Allocation

Sector	Value
Financial Services	14.17%
Industrials	12.81%
Health Care	11.36%
Consumer Cyclical	8.73%
Basic Materials	7.58%
Technology	5.85%
Consumer Defensive	3.88%
Energy	1.22%
Real Estate	0.94%
Utility	0.64%
Communication Services	0.39%

Debt Sector Allocation

Sector	Value
Corporate	14.33%
Cash Equivalent	11.46%
Government	6.37%

Credit Quality

Rating	Value
AA	5.14%
AAA	94.86%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Abbott India Ltd (Healthcare) Equity, Since 31 Jan 23 \| ABBOTINDIA	2%	₹42 Cr	15,000
Bank of Maharashtra (Financial Services) Equity, Since 31 May 24 \| MAHABANK	2%	₹40 Cr	5,000,000 ↑ 1,090,000
Mankind Pharma Ltd (Healthcare) Equity, Since 30 Jun 26 \| MANKIND	2%	₹40 Cr	160,000 ↑ 60,000
UNO Minda Ltd (Consumer Cyclical) Equity, Since 31 Jul 19 \| UNOMINDA	2%	₹39 Cr	331,037
Shreeji Shipping Global Ltd (Industrials) Equity, Since 31 Aug 25 \| SHREEJISPG	2%	₹38 Cr	590,000 ↓ -10,000
Aurobindo Pharma Ltd (Healthcare) Equity, Since 31 Jan 26 \| AUROPHARMA	2%	₹38 Cr	240,000
The Federal Bank Ltd (Financial Services) Equity, Since 30 Jun 26 \| FEDERALBNK	2%	₹36 Cr	1,010,004 ↑ 585,004
Balrampur Chini Mills Ltd (Consumer Defensive) Equity, Since 31 Jan 21 \| BALRAMCHIN	2%	₹35 Cr	598,000 ↑ 162,000
Nippon Life India Asset Management Ltd Ordinary Shares (Financial Services) Equity, Since 31 Jan 24 \| 540767	2%	₹35 Cr	300,000
Glenmark Pharmaceuticals Ltd (Healthcare) Equity, Since 31 Jul 25 \| 532296	2%	₹34 Cr	150,000

2. 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

Lower mid AUM (₹1,954 Cr).
Oldest track record among peers (26 yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 14.20% (upper 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 1 Sep 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
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

3. IDBI Hybrid Equity Fund

(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

Bottom quartile AUM (₹179 Cr).
Established history (9+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 7.09% (bottom quartile).
3Y return: 14.43% (upper mid).
1Y return: 12.06% (lower mid).
1M return: 2.10% (upper mid).
Alpha: -0.26 (bottom quartile).
Sharpe: 1.03 (upper mid).
Information ratio: -1.03 (bottom quartile).

Below is the key information for 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	Not Rated
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

IDBI Hybrid Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹367,070.
Net Profit of ₹67,070 Invest Now

Returns for IDBI 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 1 Sep 26

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

4. 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% (lower mid).
3Y return: 14.26% (lower mid).
1Y return: 14.82% (upper mid).
1M return: -2.79% (bottom quartile).
Alpha: 6.53 (top quartile).
Sharpe: 2.59 (upper mid).
Information ratio: -0.07 (lower mid).

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 1 Sep 26

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

5. Bandhan Hybrid Equity Fund

(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

Upper mid AUM (₹2,184 Cr).
Established history (9+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 10.73% (lower mid).
3Y return: 13.55% (lower mid).
1Y return: 8.82% (lower mid).
1M return: 0.79% (lower mid).
Alpha: 5.97 (upper mid).
Sharpe: 0.05 (bottom quartile).
Information ratio: 0.71 (upper mid).
Top sector: Financial Services.
Top bond sector: Corporate.
Equity-heavy allocation (~80%).
High-quality debt (AAA/AA ~100%).
Largest holding Bandhan Low Duration Dir Gr (~6.3%).

Below is the key information for Bandhan Hybrid Equity Fund

Bandhan Hybrid Equity Fund Growth
Launch Date	30 Dec 16
NAV (01 Sep 26)	₹28.122 ↓ -0.17 (-0.59 %)
Net Assets (Cr)	₹2,184 on 30 Jun 26
Category	Hybrid - Hybrid Equity
AMC	IDFC Asset Management Company Limited
Rating	Not Rated
Risk	Moderately High
Expense Ratio	2.35
Sharpe Ratio	0.05
Information Ratio	0.71
Alpha Ratio	5.97
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 Aug 21	₹10,000
31 Aug 22	₹10,182
31 Aug 23	₹11,301
31 Aug 24	₹14,772
31 Aug 25	₹15,179
31 Aug 26	₹16,768

Bandhan Hybrid Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578 Invest Now

Returns for Bandhan 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 1 Sep 26

Duration	Returns
1 Month	0.8%
3 Month	6.5%
6 Month	5.1%
1 Year	8.8%
3 Year	13.6%
5 Year	10.7%
10 Year
15 Year
Since launch	11.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	7.7%
2024	21%
2023	20.4%
2022	-1.1%
2021	30.8%
2020	13.9%
2019	4.7%
2018	-3.8%
2017	16.2%
2016

Fund Manager information for Bandhan Hybrid Equity Fund

Name	Since	Tenure
Harshal Joshi	28 Jul 21	5.1 Yr.
Brijesh Shah	10 Jun 24	2.22 Yr.
Prateek Poddar	7 Jun 24	2.23 Yr.
Ritika Behera	7 Oct 23	2.9 Yr.
Gaurav Satra	7 Jun 24	2.23 Yr.

Data below for Bandhan Hybrid Equity Fund as on 30 Jun 26

Asset Allocation

Asset Class	Value
Cash	4.05%
Equity	79.56%
Debt	16.37%
Other	0.02%

Equity Sector Allocation

Sector	Value
Financial Services	23.56%
Consumer Cyclical	13.26%
Technology	7.36%
Industrials	6.99%
Health Care	6.26%
Basic Materials	6.14%
Consumer Defensive	4.33%
Energy	4.06%
Utility	3.26%
Communication Services	2.72%
Real Estate	1.62%

Debt Sector Allocation

Sector	Value
Corporate	13.36%
Government	5.01%
Cash Equivalent	2.05%

Credit Quality

Rating	Value
AA	3.79%
AAA	96.21%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Bandhan Low Duration Dir Gr Investment Fund \| -	6%	₹151 Cr	35,739,309
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jul 24 \| ICICIBANK	6%	₹142 Cr	991,719 ↑ 32,515
HDFC Bank Ltd (Financial Services) Equity, Since 30 Jun 24 \| HDFCBANK	4%	₹106 Cr	1,418,014 ↑ 99,679
Reliance Industries Ltd (Energy) Equity, Since 30 Apr 20 \| RELIANCE	4%	₹98 Cr	748,094 ↑ 92,900
State Bank of India (Financial Services) Equity, Since 28 Feb 21 \| SBIN	3%	₹75 Cr	726,590 ↑ 70,807
NTPC Ltd (Utilities) Equity, Since 28 Feb 23 \| 532555	3%	₹68 Cr	1,944,414 ↑ 105,958
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 31 May 24 \| M&M	2%	₹54 Cr	159,285 ↑ 11,307
7.3% Govt Stock 2053 Sovereign Bonds \| -	2%	₹54 Cr	5,500,000 ↑ 3,000,000
Bajaj Housing Finance Limited Debentures \| -	2%	₹50 Cr	5,000,000 ↑ 5,000,000
Bajaj Finserv Ltd (Financial Services) Equity, Since 31 Mar 25 \| 532978	2%	₹50 Cr	246,773 ↑ 14,646

6. ICICI Prudential Equity and Debt Fund

(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

Upper mid AUM (₹52,433 Cr).
Established history (26+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 14.95% (top quartile).
3Y return: 13.52% (bottom quartile).
1Y return: 2.96% (bottom quartile).
1M return: -0.74% (bottom quartile).
Alpha: 1.02 (lower mid).
Sharpe: -0.03 (bottom quartile).
Information ratio: 1.49 (top quartile).
Top sector: Financial Services.
Top bond sector: Corporate.
Equity-heavy allocation (~74%).
High-quality debt (AAA/AA ~98%).
Largest holding HDFC Bank Ltd (~6.4%).

Below is the key information for ICICI Prudential Equity and Debt Fund

ICICI Prudential Equity and Debt Fund Growth
Launch Date	3 Nov 99
NAV (01 Sep 26)	₹405.29 ↓ -1.98 (-0.49 %)
Net Assets (Cr)	₹52,433 on 31 Jul 26
Category	Hybrid - Hybrid Equity
AMC	ICICI Prudential Asset Management Company Limited
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.6
Sharpe Ratio	-0.03
Information Ratio	1.49
Alpha Ratio	1.02
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 Aug 21	₹10,000
31 Aug 22	₹11,550
31 Aug 23	₹13,534
31 Aug 24	₹18,821
31 Aug 25	₹19,356
31 Aug 26	₹20,137

ICICI Prudential Equity and Debt 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 ICICI Prudential Equity and Debt Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Sep 26

Duration	Returns
1 Month	-0.7%
3 Month	3.4%
6 Month	-0.4%
1 Year	3%
3 Year	13.5%
5 Year	14.9%
10 Year
15 Year
Since launch	14.8%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	13.3%
2024	17.2%
2023	28.2%
2022	11.7%
2021	41.7%
2020	9%
2019	9.3%
2018	-1.9%
2017	24.8%
2016	13.7%

Fund Manager information for ICICI Prudential Equity and Debt Fund

Name	Since	Tenure
Sankaran Naren	7 Dec 15	10.74 Yr.
Manish Banthia	19 Sep 13	12.96 Yr.
Mittul Kalawadia	29 Dec 20	5.67 Yr.
Akhil Kakkar	22 Jan 24	2.61 Yr.
Sharmila D'Silva	31 Jul 22	4.09 Yr.
Nitya Mishra	4 Nov 24	1.82 Yr.

Data below for ICICI Prudential Equity and Debt Fund as on 31 Jul 26

Asset Allocation

Asset Class	Value
Cash	6.19%
Equity	74.17%
Debt	19.61%

Equity Sector Allocation

Sector	Value
Financial Services	21.26%
Consumer Cyclical	10.43%
Industrials	7.97%
Energy	6.89%
Consumer Defensive	6.14%
Health Care	4.92%
Utility	4.1%
Basic Materials	3.57%
Technology	2.8%
Real Estate	2.54%
Communication Services	2.52%

Debt Sector Allocation

Sector	Value
Corporate	11.91%
Government	10.51%
Cash Equivalent	3.42%

Credit Quality

Rating	Value
A	1.74%
AA	26.44%
AAA	71.82%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Apr 21 \| HDFCBANK	6%	₹3,352 Cr	44,807,166 ↑ 1,000,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jul 12 \| ICICIBANK	5%	₹2,696 Cr	18,783,840 ↑ 770,000
Reliance Industries Ltd (Energy) Equity, Since 30 Jun 22 \| RELIANCE	5%	₹2,444 Cr	18,689,980
Sun Pharmaceuticals Industries Ltd (Healthcare) Equity, Since 31 May 16 \| SUNPHARMA	4%	₹1,961 Cr	9,853,039 ↓ -104,359
NTPC Ltd (Utilities) Equity, Since 28 Feb 17 \| 532555	3%	₹1,804 Cr	51,962,814
TVS Motor Co Ltd (Consumer Cyclical) Equity, Since 28 Feb 18 \| 532343	3%	₹1,717 Cr	3,981,427
Axis Bank Ltd (Financial Services) Equity, Since 31 Mar 21 \| 532215	2%	₹1,295 Cr	10,531,926 ↑ 500,000
InterGlobe Aviation Ltd (Industrials) Equity, Since 28 Feb 23 \| INDIGO	2%	₹1,280 Cr	2,475,671 ↑ 397,830
Avenue Supermarts Ltd (Consumer Defensive) Equity, Since 31 Jan 23 \| 540376	2%	₹1,236 Cr	3,152,563 ↓ -15,900
Bharti Airtel Ltd (Communication Services) Equity, Since 31 May 16 \| BHARTIARTL	2%	₹894 Cr	4,535,783

7. SBI Equity Hybrid Fund

(Erstwhile SBI Magnum Balanced Fund)

To provide investors long term capital appreciation along with the liquidity of open-ended scheme by investing in a mix of debt and equity. The scheme will invest in a diversified portfolio of equities of high growth companies and balance the risk through investing the rest in a relatively safe portfolio of debt.

Research Highlights for SBI Equity Hybrid Fund

Highest AUM (₹88,036 Cr).
Established history (21+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 9.79% (bottom quartile).
3Y return: 12.39% (bottom quartile).
1Y return: 6.49% (bottom quartile).
1M return: -0.41% (lower mid).
Alpha: 2.74 (lower mid).
Sharpe: 0.09 (lower mid).
Information ratio: 0.88 (upper mid).
Top sector: Financial Services.
Top bond sector: Corporate.
Equity-heavy allocation (~75%).
High-quality debt (AAA/AA ~92%).
Largest holding 6.94% Govt Stock 2036 (~4.6%).

Below is the key information for SBI Equity Hybrid Fund

SBI Equity Hybrid Fund Growth
Launch Date	19 Jan 05
NAV (01 Sep 26)	₹316.568 ↓ -1.49 (-0.47 %)
Net Assets (Cr)	₹88,036 on 31 Jul 26
Category	Hybrid - Hybrid Equity
AMC	SBI Funds Management Private Limited
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.4
Sharpe Ratio	0.09
Information Ratio	0.88
Alpha Ratio	2.74
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 Aug 21	₹10,000
31 Aug 22	₹10,382
31 Aug 23	₹11,172
31 Aug 24	₹14,214
31 Aug 25	₹14,870
31 Aug 26	₹16,020

SBI Equity Hybrid Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859 Invest Now

Returns for SBI 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 1 Sep 26

Duration	Returns
1 Month	-0.4%
3 Month	3.1%
6 Month	4%
1 Year	6.5%
3 Year	12.4%
5 Year	9.8%
10 Year
15 Year
Since launch	14.4%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	12.3%
2024	14.2%
2023	16.4%
2022	2.3%
2021	23.6%
2020	12.9%
2019	13.5%
2018	-0.1%
2017	27.7%
2016	3.7%

Fund Manager information for SBI Equity Hybrid Fund

Name	Since	Tenure
R. Srinivasan	1 Jan 12	14.59 Yr.
Rajeev Radhakrishnan	1 Dec 23	2.67 Yr.

Data below for SBI Equity Hybrid Fund as on 31 Jul 26

Asset Allocation

Asset Class	Value
Cash	2.74%
Equity	74.87%
Debt	22.39%

Equity Sector Allocation

Sector	Value
Financial Services	19.11%
Basic Materials	8.52%
Utility	8.47%
Industrials	7.12%
Consumer Cyclical	7.03%
Energy	6.14%
Technology	5.48%
Health Care	4.44%
Consumer Defensive	3.6%
Communication Services	3.04%
Real Estate	1.91%

Debt Sector Allocation

Sector	Value
Corporate	14.77%
Government	7.62%
Cash Equivalent	2.73%

Credit Quality

Rating	Value
A	5.65%
AA	39.53%
AAA	52.73%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
6.94% Govt Stock 2036 Sovereign Bonds \| -	5%	₹4,051 Cr	402,000,000 ↑ 102,000,000
ICICI Bank Ltd (Financial Services) Equity, Since 28 Feb 17 \| ICICIBANK	4%	₹3,876 Cr	27,000,000
State Bank of India (Financial Services) Equity, Since 28 Feb 14 \| SBIN	4%	₹3,390 Cr	33,000,000
Adani Energy Solutions Ltd (Utilities) Equity, Since 31 Aug 25 \| ADANIENSOL	4%	₹3,320 Cr	20,174,466
Solar Industries India Ltd (Basic Materials) Equity, Since 31 Jul 16 \| SOLARINDS	4%	₹3,292 Cr	1,790,000
Adani Power Ltd (Utilities) Equity, Since 30 Sep 25 \| 533096	3%	₹2,747 Cr	130,000,000
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 30 Apr 24 \| KOTAKBANK	3%	₹2,732 Cr	70,000,000
Bajaj Finance Ltd (Financial Services) Equity, Since 30 Sep 16 \| 500034	3%	₹2,625 Cr	23,000,000
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Jan 17 \| BHARTIARTL	3%	₹2,564 Cr	13,000,000
MRF Ltd (Consumer Cyclical) Equity, Since 31 May 18 \| 500290	3%	₹2,257 Cr	170,000

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