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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 March 17, 2023 , 3981 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 (%)2022 (%)
Nippon India Arbitrage Fund Growth ₹22.6027
↑ 0.00
₹9,2341.42.84.6454.2
Nippon India Equity Hybrid Fund Growth ₹67.8806
↑ 0.37
₹2,765-4.1-0.43.121.74.86.6
Nippon India Hybrid Bond Fund Growth ₹46.401
↑ 0.03
₹7160.52.34.38.52.74.8
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

(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 6.8% since its launch.  Ranked 3 in Arbitrage category.  Return for 2022 was 4.2% , 2021 was 3.8% and 2020 was 4.3% .

Below is the key information for Nippon India Arbitrage Fund

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.

DateValue

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 ₹340,450.
Net Profit of ₹40,450
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 17 Mar 23

DurationReturns
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
YearReturns
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
NameSinceTenure
Anju Chhajer1 Feb 203 Yr.
Kinjal Desai25 May 184.69 Yr.
Anand Gupta12 Sep 184.39 Yr.
Akshay Sharma1 Dec 220.17 Yr.

Data below for Nippon India Arbitrage Fund as on 28 Feb 23

Asset Allocation
Asset ClassValue
Equity147.66%
Debt7.16%
Equity Sector Allocation
SectorValue
Debt Sector Allocation
SectorValue
Government7.94%
Corporate5.94%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Nippon India Money Market Dir Gr
Investment Fund | -
7%₹655 Cr1,868,640
Nippon India Liquid Dir Gr
Investment Fund | -
5%₹466 Cr855,533
Future on Kotak Mahindra Bank Ltd
Derivatives, Since 31 Jan 23 | -
4%₹378 Cr2,172,800
↑ 2,172,800
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 22 | KOTAKBANK
4%₹376 Cr2,172,800
↑ 176,000
Nippon India Low Duration Dir Gr
Investment Fund | -
4%₹373 Cr1,131,266
Future on Reliance Industries Ltd
Derivatives, Since 31 Jan 23 | -
4%₹355 Cr1,495,250
↑ 1,495,250
Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 17 | RELIANCE
4%₹352 Cr1,495,250
↑ 589,000
Icici Bank Limited_23/02/2023
Derivatives, Since 31 Jan 23 | -
4%₹324 Cr3,861,200
↑ 3,861,200
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 20 | ICICIBANK
4%₹321 Cr3,861,200
↑ 632,800
Hdfc Bank Limited_23/02/2023
Derivatives, Since 31 Jan 23 | -
3%₹237 Cr1,463,000
↑ 1,463,000

2. 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 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% .

Below is the key information for Nippon India Equity Hybrid Fund

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.

DateValue

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 ₹340,450.
Net Profit of ₹40,450
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 17 Mar 23

DurationReturns
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
YearReturns
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
NameSinceTenure
Meenakshi Dawar10 Sep 211.39 Yr.
Kinjal Desai25 May 184.69 Yr.
Sushil Budhia1 Feb 203 Yr.

Data below for Nippon India Equity Hybrid Fund as on 28 Feb 23

Asset Allocation
Asset ClassValue
Cash3.09%
Equity73.28%
Debt23.63%
Equity Sector Allocation
SectorValue
Financial Services26.39%
Technology9.52%
Industrials8.01%
Consumer Cyclical5.83%
Consumer Defensive5.69%
Health Care5.45%
Energy4.88%
Basic Materials2.94%
Communication Services2.37%
Utility1.77%
Real Estate0.45%
Debt Sector Allocation
SectorValue
Corporate15.41%
Government8.22%
Cash Equivalent3.09%
Credit Quality
RatingValue
A2.63%
AA26.46%
AAA70.92%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 28 Feb 11 | INFY
6%₹184 Cr1,200,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK
5%₹143 Cr891,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 28 Feb 17 | HDFC
5%₹134 Cr512,236
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 12 | ICICIBANK
5%₹131 Cr1,570,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 14 | RELIANCE
5%₹129 Cr548,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 13 | LT
4%₹122 Cr575,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215
4%₹105 Cr1,209,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Oct 11 | SUNPHARMA
3%₹87 Cr840,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 16 | ITC
3%₹81 Cr2,300,000
State Bank of India (Financial Services)
Equity, Since 31 Jul 16 | SBIN
3%₹72 Cr1,300,000

3. Nippon India Hybrid Bond Fund

(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 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% .

Below is the key information for Nippon India Hybrid Bond Fund

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.

DateValue

Nippon India Hybrid Bond Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹323,701.
Net Profit of ₹23,701
Invest Now

Returns for Nippon India Hybrid Bond Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Mar 23

DurationReturns
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
YearReturns
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
NameSinceTenure
Dhrumil Shah10 Sep 211.47 Yr.
Kinjal Desai29 Dec 0319.18 Yr.
Sushil Budhia1 Feb 203.08 Yr.

Data below for Nippon India Hybrid Bond Fund as on 28 Feb 23

Asset Allocation
Asset ClassValue
Cash19.12%
Equity12.42%
Debt68.46%
Equity Sector Allocation
SectorValue
Financial Services4.48%
Technology1.79%
Energy1.51%
Consumer Defensive1.11%
Industrials0.9%
Consumer Cyclical0.86%
Basic Materials0.81%
Health Care0.45%
Communication Services0.29%
Utility0.23%
Debt Sector Allocation
SectorValue
Corporate64.2%
Cash Equivalent15.77%
Government7.6%
Credit Quality
RatingValue
A24.62%
AA41.45%
AAA33.93%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Rural Electrification Corporation Limited
Debentures | -
6%₹44 Cr450
Lodha Developers Private Limited
Debentures | -
4%₹28 Cr280
7.35 6/22/2024 12:00:00 Am
Sovereign Bonds | -
3%₹25 Cr2,500,000
JSW Steel Limited
Debentures | -
3%₹25 Cr250
The Tata Power Company Limited
Debentures | -
3%₹25 Cr250
Shriram Housing Finance Limited
Debentures | -
3%₹25 Cr250
Spandana Sphoorty Financial Limited
Debentures | -
3%₹25 Cr250
7.1 4/18/2029 12:00:00 Am
Sovereign Bonds | -
3%₹25 Cr2,500,000
Tata Realty And Infrastructure Limited
Debentures | -
3%₹24 Cr250
Greenlam Industries Limited
Debentures | -
3%₹24 Cr250

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यहां प्रदान की गई जानकारी सटीक है, यह सुनिश्चित करने के लिए सभी प्रयास किए गए हैं। हालांकि, डेटा की शुद्धता के संबंध में कोई गारंटी नहीं दी जाती है। कृपया कोई भी निवेश करने से पहले योजना सूचना दस्तावेज के साथ सत्यापित करें।
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