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निप्पॉन/रिलायंस म्यूचुअल फंड 2022 द्वारा शीर्ष 3 सर्वश्रेष्ठ बैलेंस्ड फंड

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निप्पॉन/रिलायंस म्यूचुअल फंड 2022 द्वारा शीर्ष 3 सर्वश्रेष्ठ बैलेंस्ड फंड

Updated on April 7, 2024 , 5007 views

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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NipponIndia-MF

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

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Nippon India Equity Hybrid Fund Growth ₹92.6418
↓ -0.07
₹3,3995.916.83217.110.924.1
Nippon India Arbitrage Fund Growth ₹24.4819
↑ 0.00
₹13,85423.87.75.55.37
Nippon India Balanced Advantage Fund Growth ₹157.752
↓ -0.04
₹7,6515.2142512.911.617.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Apr 24

1. 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.

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 CAGR/Annualized return of 12.5% since its launch.  Ranked 8 in Hybrid Equity category.  Return for 2023 was 24.1% , 2022 was 6.6% and 2021 was 27.8% .

Below is the key information for Nippon India Equity Hybrid Fund

Nippon India Equity Hybrid Fund
Growth
Launch Date 8 Jun 05
NAV (09 Apr 24) ₹92.6418 ↓ -0.07   (-0.07 %)
Net Assets (Cr) ₹3,399 on 29 Feb 24
Category Hybrid - Hybrid Equity
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 2.06
Sharpe Ratio 3
Information Ratio 1.25
Alpha Ratio 4.97
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
31 Mar 19₹10,000
31 Mar 20₹6,418
31 Mar 21₹10,243
31 Mar 22₹12,041
31 Mar 23₹12,577
31 Mar 24₹16,526

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 ₹395,578.
Net Profit of ₹95,578
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 9 Apr 24

DurationReturns
1 Month 1.4%
3 Month 5.9%
6 Month 16.8%
1 Year 32%
3 Year 17.1%
5 Year 10.9%
10 Year
15 Year
Since launch 12.5%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 43.2%
Fund Manager information for Nippon India Equity Hybrid Fund
NameSinceTenure
Meenakshi Dawar10 Sep 212.56 Yr.
Kinjal Desai25 May 185.85 Yr.
Sushil Budhia1 Feb 204.16 Yr.
Akshay Sharma1 Dec 221.33 Yr.

Data below for Nippon India Equity Hybrid Fund as on 29 Feb 24

Asset Allocation
Asset ClassValue
Cash2.45%
Equity73.4%
Debt23.7%
Other0.44%
Equity Sector Allocation
SectorValue
Financial Services22.4%
Industrials8.98%
Consumer Cyclical8.13%
Health Care7.6%
Technology6.63%
Energy5.63%
Utility3.83%
Consumer Defensive3.8%
Basic Materials2.88%
Communication Services2.57%
Real Estate0.95%
Debt Sector Allocation
SectorValue
Corporate18.18%
Government5.52%
Cash Equivalent2.45%
Credit Quality
RatingValue
A2.49%
AA41.39%
AAA56.12%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK
5%₹166 Cr1,182,356
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 12 | ICICIBANK
5%₹165 Cr1,570,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 14 | RELIANCE
4%₹147 Cr503,000
↓ -45,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 13 | LT
4%₹123 Cr354,838
↓ -56,000
Infosys Ltd (Technology)
Equity, Since 28 Feb 11 | INFY
4%₹122 Cr730,000
↓ -150,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Oct 11 | SUNPHARMA
3%₹110 Cr700,000
↓ -50,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215
3%₹100 Cr933,200
NTPC Ltd (Utilities)
Equity, Since 31 Aug 20 | 532555
3%₹99 Cr2,950,620
State Bank of India (Financial Services)
Equity, Since 31 Jul 16 | SBIN
2%₹82 Cr1,100,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 19 | BHARTIARTL
2%₹77 Cr685,000

2. 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.

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 CAGR/Annualized return of 6.9% since its launch.  Ranked 3 in Arbitrage category.  Return for 2023 was 7% , 2022 was 4.2% and 2021 was 3.8% .

Below is the key information for Nippon India Arbitrage Fund

Nippon India Arbitrage Fund
Growth
Launch Date 14 Oct 10
NAV (09 Apr 24) ₹24.4819 ↑ 0.00   (0.01 %)
Net Assets (Cr) ₹13,854 on 29 Feb 24
Category Hybrid - Arbitrage
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately Low
Expense Ratio 1.06
Sharpe Ratio 1
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
31 Mar 19₹10,000
31 Mar 20₹10,623
31 Mar 21₹11,000
31 Mar 22₹11,426
31 Mar 23₹11,986
31 Mar 24₹12,884

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 9 Apr 24

DurationReturns
1 Month 0.7%
3 Month 2%
6 Month 3.8%
1 Year 7.7%
3 Year 5.5%
5 Year 5.3%
10 Year
15 Year
Since launch 6.9%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 8%
Fund Manager information for Nippon India Arbitrage Fund
NameSinceTenure
Anju Chhajer1 Feb 204.16 Yr.
Anand Gupta12 Sep 185.55 Yr.

Data below for Nippon India Arbitrage Fund as on 29 Feb 24

Asset Allocation
Asset ClassValue
Cash97.05%
Debt3.37%
Other0.04%
Equity Sector Allocation
SectorValue
Financial Services23.84%
Industrials10.13%
Energy8.14%
Basic Materials5.8%
Health Care4.44%
Consumer Cyclical3.86%
Communication Services3.74%
Consumer Defensive3.14%
Technology3.11%
Utility2.48%
Real Estate0.08%
Debt Sector Allocation
SectorValue
Cash Equivalent87.59%
Corporate9%
Government3.83%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Nippon India Money Market Dir Gr
Investment Fund | -
7%₹1,008 Cr2,658,820
Nippon India Liquid Dir Gr
Investment Fund | -
7%₹956 Cr1,629,163
↑ 341,898
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 23 | HDFCBANK
6%₹830 Cr5,916,900
↑ 1,175,350
Hdfc Bank Limited_28/03/2024
Derivatives | -
5%-₹691 Cr4,890,050
↑ 4,890,050
Future on Kotak Mahindra Bank Ltd
Derivatives | -
3%-₹451 Cr2,652,800
↑ 2,008,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 23 | KOTAKBANK
3%₹448 Cr2,652,800
↑ 2,008,000
Future on Adani Ports & Special Economic Zone Ltd
Derivatives | -
3%-₹448 Cr3,369,600
↓ -212,800
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 Oct 19 | ADANIPORTS
3%₹445 Cr3,369,600
↓ -212,800
Future on Adani Enterprises Ltd
Derivatives | -
3%-₹347 Cr1,048,800
↑ 134,700
Adani Enterprises Ltd (Energy)
Equity, Since 31 Aug 20 | 512599
2%₹345 Cr1,048,800
↑ 134,700

3. Nippon India Balanced Advantage Fund

(Erstwhile Reliance NRI Equity Fund)

The investment objective of the Scheme is to generate optimal returns by investing in equity or equity related instruments primarily drawn from the Companies in the S&P BSE 200 Index. The Scheme may also invest in listed companies that are in the top 200 by market capitalization on the BSE. The Scheme may also invest in large IPO’s where the market capitalization of the Company making the IPO based on the Issue price would make such company to be a part of the top 200 companies listed on the BSE based on market capitalization. The fund will have the flexibility to invest in a broad range of companies with an objective to maximize the returns, at the same time trying to minimize the risk by reasonable diversification. The selection of the companies will be done so as to capture the growth in the Indian economy. The fund will be focusing on companies with relatively higher market capitalization and having good liquidity in the stock market.

Nippon India Balanced Advantage Fund is a Hybrid - Dynamic Allocation fund was launched on 15 Nov 04. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.3% since its launch.  Ranked 46 in Dynamic Allocation category.  Return for 2023 was 17.5% , 2022 was 5.1% and 2021 was 15.7% .

Below is the key information for Nippon India Balanced Advantage Fund

Nippon India Balanced Advantage Fund
Growth
Launch Date 15 Nov 04
NAV (09 Apr 24) ₹157.752 ↓ -0.04   (-0.02 %)
Net Assets (Cr) ₹7,651 on 29 Feb 24
Category Hybrid - Dynamic Allocation
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.86
Sharpe Ratio 2.5
Information Ratio 0
Alpha Ratio 0
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.

DateValue
31 Mar 19₹10,000
31 Mar 20₹8,641
31 Mar 21₹12,023
31 Mar 22₹13,251
31 Mar 23₹13,760
31 Mar 24₹17,090

Nippon India Balanced Advantage Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for Nippon India Balanced Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Apr 24

DurationReturns
1 Month 1.6%
3 Month 5.2%
6 Month 14%
1 Year 25%
3 Year 12.9%
5 Year 11.6%
10 Year
15 Year
Since launch 15.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 17.5%
2022 5.1%
2021 15.7%
2020 11.2%
2019 8.3%
2018 0.4%
2017 25.2%
2016 6.4%
2015 0.9%
2014 38.4%
Fund Manager information for Nippon India Balanced Advantage Fund
NameSinceTenure
Ashutosh Bhargava7 May 185.9 Yr.
Kinjal Desai25 May 185.85 Yr.
Amar Kalkundrikar20 Oct 203.45 Yr.
Sushil Budhia31 Mar 213 Yr.

Data below for Nippon India Balanced Advantage Fund as on 29 Feb 24

Asset Allocation
Asset ClassValue
Cash15.87%
Equity58.87%
Debt24.87%
Other0.39%
Equity Sector Allocation
SectorValue
Financial Services21.45%
Industrials8.98%
Consumer Cyclical8.09%
Consumer Defensive6.47%
Technology6.09%
Energy4.38%
Health Care4.2%
Communication Services3.4%
Utility3.1%
Basic Materials1.29%
Real Estate0.01%
Debt Sector Allocation
SectorValue
Corporate16.08%
Cash Equivalent15.87%
Government7.85%
Securitized0.94%
Credit Quality
RatingValue
AA33.54%
AAA66.46%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
6%₹470 Cr4,465,426
↓ -150,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 11 | HDFCBANK
5%₹377 Cr2,684,813
Infosys Ltd (Technology)
Equity, Since 31 May 09 | INFY
4%₹318 Cr1,897,950
Reliance Industries Ltd (Energy)
Equity, Since 31 May 18 | RELIANCE
3%₹265 Cr906,745
NTPC Ltd (Utilities)
Equity, Since 31 Mar 21 | 532555
3%₹212 Cr6,319,300
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 18 | BHARTIARTL
3%₹200 Cr1,777,434
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 532215
3%₹199 Cr1,854,434
↓ -140,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jan 21 | LT
3%₹196 Cr562,495
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 18 | ITC
2%₹141 Cr3,462,313
↓ -500,000
Godrej Consumer Products Ltd (Consumer Defensive)
Equity, Since 30 Nov 20 | 532424
2%₹132 Cr1,048,000

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