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निप्पॉन/रिलायंस म्यूचुअल फंड 2022 द्वारा शीर्ष 3 सर्वश्रेष्ठ बैलेंस्ड फंड
बैलेंस्ड फंड ऋण और दोनों का एक संयोजन हैइक्विटी फ़ंड. ये फंड दोनों फंडों का लाभ प्रदान करते हैं, यानी इक्विटी द्वारा लंबी अवधि के धन का निर्माण और द्वारा नियमित रिटर्ननिवेश मेंडेट फंड. आम तौर पर, ये फंड उन निवेशकों के लिए एक अच्छा विकल्प हैं जो कम जोखिम से मध्यम जोखिम के साथ कम से मध्यम समय अवधि के भीतर अपने निवेश में विविधता लाने के तरीकों की तलाश कर रहे हैं।
निप्पॉन इंडियाम्यूचुअल फंड (पहले जाने जाते थेरिलायंस म्यूचुअल फंड), अग्रणी में से एक होने के नातेएएमसी भारत में, निवेशक अक्सर इस फंड हाउस की शीर्ष प्रदर्शन करने वाली योजनाओं को देखते हैं। इस प्रकार, हमने निप्पॉन/रिलायंस एमएफ द्वारा शीर्ष 3 सर्वश्रेष्ठ संतुलित फंडों को चुना है। एयूएम जैसे महत्वपूर्ण पैरामीटर,नहीं हैं, पिछले प्रदर्शन, इन फंडों को शॉर्टलिस्ट करने के लिए किए गए हैं। निवेशक इन बैलेंस्ड फंडों में निवेश कर सकते हैं और इष्टतम रिटर्न अर्जित कर सकते हैं।
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महत्वपूर्ण सूचना
अक्टूबर 2019 से, रिलायंस म्यूचुअल फंड का नाम बदलकर कर दिया गया हैनिप्पॉन इंडिया म्यूचुअल फंड. निप्पॉन लाइफ ने रिलायंस निप्पॉन एसेट मैनेजमेंट (आरएनएएम) में बहुमत (75%) हिस्सेदारी हासिल कर ली है। कंपनी संरचना और प्रबंधन में कोई बदलाव किए बिना अपना परिचालन जारी रखेगी।
निप्पॉन/रिलायंस म्यूचुअल फंड में निवेश क्यों करें?
अभिनव: एएमसी लगातार अपने निवेशकों को नई और नवीन योजनाएं प्रदान करता है।
ग्रेट कस्टमर केयर: कंपनी अपने निवेशकों का बहुत ख्याल रखती है। निवेशकों की मदद के लिए इसकी एक बहुत ही स्थिर और उच्च-कार्यशील ग्राहक सहायता टीम है।
अनुभवी अनुभव: रिलायंस में रहा हैमंडी दो दशकों से अधिक समय से। इसके पास फंड प्रबंधन और वित्तीय सेवाओं में अनुभव और विशेषज्ञता है।
मजबूत नेटवर्क: निप्पॉन इंडिया म्यूचुअल फंड का वितरण नेटवर्क बहुत मजबूत है। भारत के 150 से अधिक शहरों में इसकी मौजूदगी है।
बेस्ट निप्पॉन/रिलायंस बैलेंस्ड म्यूचुअल फंड्स
(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. Nippon India Arbitrage Fund is a Hybrid - Arbitrage fund was launched on 14 Oct 10. It is a fund with Moderately Low risk and has given a Below is the key information for Nippon India Arbitrage 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. Nippon India Equity Hybrid Fund is a Hybrid - Hybrid Equity fund was launched on 8 Jun 05. It is a fund with Moderately High risk and has given a Below is the key information for Nippon India Equity Hybrid Fund Returns up to 1 year are on (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. Nippon India Hybrid Bond Fund is a Hybrid - Hybrid Debt fund was launched on 29 Dec 03. It is a fund with Moderate risk and has given a Below is the key information for Nippon India Hybrid Bond Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2022 (%) Nippon India Arbitrage Fund Growth ₹22.6027
↑ 0.00 ₹9,234 1.4 2.8 4.6 4 5 4.2 Nippon India Equity Hybrid Fund Growth ₹67.8806
↑ 0.37 ₹2,765 -4.1 -0.4 3.1 21.7 4.8 6.6 Nippon India Hybrid Bond Fund Growth ₹46.401
↑ 0.03 ₹716 0.5 2.3 4.3 8.5 2.7 4.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Mar 23 1. Nippon India Arbitrage Fund
CAGR/Annualized return of 6.8% since its launch. Ranked 3 in Arbitrage category. Return for 2022 was 4.2% , 2021 was 3.8% and 2020 was 4.3% . Nippon India Arbitrage Fund
Growth Launch Date 14 Oct 10 NAV (17 Mar 23) ₹22.6027 ↑ 0.00 (0.01 %) Net Assets (Cr) ₹9,234 on 28 Feb 23 Category Hybrid - Arbitrage AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately Low Expense Ratio 1.02 Sharpe Ratio -1.82 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.
Date Value Returns for Nippon India Arbitrage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Mar 23 Duration Returns 1 Month 0.3% 3 Month 1.4% 6 Month 2.8% 1 Year 4.6% 3 Year 4% 5 Year 5% 10 Year 15 Year Since launch 6.8% Historical performance (Yearly) on absolute basis
Year Returns 2022 4.2% 2021 3.8% 2020 4.3% 2019 6.2% 2018 6.8% 2017 5.5% 2016 6.6% 2015 8.1% 2014 8% 2013 9.7% Fund Manager information for Nippon India Arbitrage Fund
Name Since Tenure Anju Chhajer 1 Feb 20 3 Yr. Kinjal Desai 25 May 18 4.69 Yr. Anand Gupta 12 Sep 18 4.39 Yr. Akshay Sharma 1 Dec 22 0.17 Yr. Data below for Nippon India Arbitrage Fund as on 28 Feb 23
Asset Allocation
Asset Class Value Equity 147.66% Debt 7.16% Equity Sector Allocation
Sector Value Debt Sector Allocation
Sector Value Government 7.94% Corporate 5.94% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity Nippon India Money Market Dir Gr
Investment Fund | -7% ₹655 Cr 1,868,640 Nippon India Liquid Dir Gr
Investment Fund | -5% ₹466 Cr 855,533 Future on Kotak Mahindra Bank Ltd
Derivatives, Since 31 Jan 23 | -4% ₹378 Cr 2,172,800
↑ 2,172,800 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 22 | KOTAKBANK4% ₹376 Cr 2,172,800
↑ 176,000 Nippon India Low Duration Dir Gr
Investment Fund | -4% ₹373 Cr 1,131,266 Future on Reliance Industries Ltd
Derivatives, Since 31 Jan 23 | -4% ₹355 Cr 1,495,250
↑ 1,495,250 Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 17 | RELIANCE4% ₹352 Cr 1,495,250
↑ 589,000 Icici Bank Limited_23/02/2023
Derivatives, Since 31 Jan 23 | -4% ₹324 Cr 3,861,200
↑ 3,861,200 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 20 | ICICIBANK4% ₹321 Cr 3,861,200
↑ 632,800 Hdfc Bank Limited_23/02/2023
Derivatives, Since 31 Jan 23 | -3% ₹237 Cr 1,463,000
↑ 1,463,000 2. Nippon India Equity Hybrid Fund
CAGR/Annualized return of 11.4% since its launch. Ranked 8 in Hybrid Equity category. Return for 2022 was 6.6% , 2021 was 27.8% and 2020 was -5.3% . Nippon India Equity Hybrid Fund
Growth Launch Date 8 Jun 05 NAV (17 Mar 23) ₹67.8806 ↑ 0.37 (0.54 %) Net Assets (Cr) ₹2,765 on 28 Feb 23 Category Hybrid - Hybrid Equity AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.01 Sharpe Ratio 0.13 Information Ratio -0.34 Alpha Ratio 3.19 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 Returns for Nippon India Equity Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Mar 23 Duration Returns 1 Month -2.8% 3 Month -4.1% 6 Month -0.4% 1 Year 3.1% 3 Year 21.7% 5 Year 4.8% 10 Year 15 Year Since launch 11.4% Historical performance (Yearly) on absolute basis
Year Returns 2022 6.6% 2021 27.8% 2020 -5.3% 2019 3% 2018 -4.9% 2017 29.5% 2016 4.2% 2015 8.7% 2014 43.2% 2013 3.5% Fund Manager information for Nippon India Equity Hybrid Fund
Name Since Tenure Meenakshi Dawar 10 Sep 21 1.39 Yr. Kinjal Desai 25 May 18 4.69 Yr. Sushil Budhia 1 Feb 20 3 Yr. Data below for Nippon India Equity Hybrid Fund as on 28 Feb 23
Asset Allocation
Asset Class Value Cash 3.09% Equity 73.28% Debt 23.63% Equity Sector Allocation
Sector Value Financial Services 26.39% Technology 9.52% Industrials 8.01% Consumer Cyclical 5.83% Consumer Defensive 5.69% Health Care 5.45% Energy 4.88% Basic Materials 2.94% Communication Services 2.37% Utility 1.77% Real Estate 0.45% Debt Sector Allocation
Sector Value Corporate 15.41% Government 8.22% Cash Equivalent 3.09% Credit Quality
Rating Value A 2.63% AA 26.46% AAA 70.92% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 28 Feb 11 | INFY6% ₹184 Cr 1,200,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK5% ₹143 Cr 891,000 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 28 Feb 17 | HDFC5% ₹134 Cr 512,236 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 12 | ICICIBANK5% ₹131 Cr 1,570,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 14 | RELIANCE5% ₹129 Cr 548,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 13 | LT4% ₹122 Cr 575,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 5322154% ₹105 Cr 1,209,000 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Oct 11 | SUNPHARMA3% ₹87 Cr 840,000 ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 16 | ITC3% ₹81 Cr 2,300,000 State Bank of India (Financial Services)
Equity, Since 31 Jul 16 | SBIN3% ₹72 Cr 1,300,000 3. Nippon India Hybrid Bond Fund
CAGR/Annualized return of 8.3% since its launch. Ranked 30 in Hybrid Debt category. Return for 2022 was 4.8% , 2021 was 10.1% and 2020 was -8.5% . Nippon India Hybrid Bond Fund
Growth Launch Date 29 Dec 03 NAV (17 Mar 23) ₹46.401 ↑ 0.03 (0.06 %) Net Assets (Cr) ₹716 on 28 Feb 23 Category Hybrid - Hybrid Debt AMC Nippon Life Asset Management Ltd. Rating ☆☆☆ Risk Moderate Expense Ratio 1.88 Sharpe Ratio -0.37 Information Ratio -0.61 Alpha Ratio 0.3 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 Nippon India Hybrid Bond Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Mar 23 Duration Returns 1 Month -0.1% 3 Month 0.5% 6 Month 2.3% 1 Year 4.3% 3 Year 8.5% 5 Year 2.7% 10 Year 15 Year Since launch 8.3% Historical performance (Yearly) on absolute basis
Year Returns 2022 4.8% 2021 10.1% 2020 -8.5% 2019 2.8% 2018 4% 2017 9.3% 2016 9.2% 2015 6.2% 2014 23.4% 2013 3.5% Fund Manager information for Nippon India Hybrid Bond Fund
Name Since Tenure Dhrumil Shah 10 Sep 21 1.47 Yr. Kinjal Desai 29 Dec 03 19.18 Yr. Sushil Budhia 1 Feb 20 3.08 Yr. Data below for Nippon India Hybrid Bond Fund as on 28 Feb 23
Asset Allocation
Asset Class Value Cash 19.12% Equity 12.42% Debt 68.46% Equity Sector Allocation
Sector Value Financial Services 4.48% Technology 1.79% Energy 1.51% Consumer Defensive 1.11% Industrials 0.9% Consumer Cyclical 0.86% Basic Materials 0.81% Health Care 0.45% Communication Services 0.29% Utility 0.23% Debt Sector Allocation
Sector Value Corporate 64.2% Cash Equivalent 15.77% Government 7.6% Credit Quality
Rating Value A 24.62% AA 41.45% AAA 33.93% Top Securities Holdings / Portfolio
Name Holding Value Quantity Rural Electrification Corporation Limited
Debentures | -6% ₹44 Cr 450 Lodha Developers Private Limited
Debentures | -4% ₹28 Cr 280 7.35 6/22/2024 12:00:00 Am
Sovereign Bonds | -3% ₹25 Cr 2,500,000 JSW Steel Limited
Debentures | -3% ₹25 Cr 250 The Tata Power Company Limited
Debentures | -3% ₹25 Cr 250 Shriram Housing Finance Limited
Debentures | -3% ₹25 Cr 250 Spandana Sphoorty Financial Limited
Debentures | -3% ₹25 Cr 250 7.1 4/18/2029 12:00:00 Am
Sovereign Bonds | -3% ₹25 Cr 2,500,000 Tata Realty And Infrastructure Limited
Debentures | -3% ₹24 Cr 250 Greenlam Industries Limited
Debentures | -3% ₹24 Cr 250
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