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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।
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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 (%) 2024 (%) Nippon India Arbitrage Fund Growth ₹26.5702
↑ 0.01 ₹14,511 1.4 3.3 6.7 6.8 5.5 7.5 Nippon India Equity Hybrid Fund Growth ₹105.144
↑ 0.17 ₹3,897 9.7 2.8 5.4 19.1 20 16.1 Nippon India Hybrid Bond Fund Growth ₹57.9717
↑ 0.04 ₹886 3.9 5.4 8.7 9.4 9.1 7.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Jul 25 1. Nippon India Arbitrage Fund
CAGR/Annualized return of 6.9% since its launch. Ranked 3 in Arbitrage category. Return for 2024 was 7.5% , 2023 was 7% and 2022 was 4.2% . Nippon India Arbitrage Fund
Growth Launch Date 14 Oct 10 NAV (04 Jul 25) ₹26.5702 ↑ 0.01 (0.05 %) Net Assets (Cr) ₹14,511 on 31 May 25 Category Hybrid - Arbitrage AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately Low Expense Ratio 1.07 Sharpe Ratio 0.21 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 30 Jun 20 ₹10,000 30 Jun 21 ₹10,347 30 Jun 22 ₹10,724 30 Jun 23 ₹11,337 30 Jun 24 ₹12,199 30 Jun 25 ₹13,026 Returns for Nippon India Arbitrage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Jul 25 Duration Returns 1 Month 0.6% 3 Month 1.4% 6 Month 3.3% 1 Year 6.7% 3 Year 6.8% 5 Year 5.5% 10 Year 15 Year Since launch 6.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.5% 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% Fund Manager information for Nippon India Arbitrage Fund
Name Since Tenure Vikash Agarwal 14 Sep 24 0.79 Yr. Nemish Sheth 21 Mar 25 0.28 Yr. Rohit Shah 8 Apr 24 1.23 Yr. Data below for Nippon India Arbitrage Fund as on 31 May 25
Asset Allocation
Asset Class Value Cash 97.83% Debt 2.53% Other 0.04% Equity Sector Allocation
Sector Value Financial Services 22.1% Basic Materials 7.62% Industrials 7.24% Health Care 6.27% Energy 6.03% Technology 5.38% Consumer Cyclical 5.23% Communication Services 4.49% Consumer Defensive 3.46% Utility 2.75% Real Estate 1.62% Debt Sector Allocation
Sector Value Cash Equivalent 90.04% Corporate 7.38% Government 2.94% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity Nippon India Money Market Dir Gr
Investment Fund | -12% ₹1,731 Cr 4,132,789 Nippon India Liquid Dir Gr
Investment Fund | -7% ₹1,000 Cr 1,557,940
↓ -623,389 Hdfc Bank Limited_26/06/2025
Derivatives | -3% -₹483 Cr 2,472,250
↑ 2,472,250 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 23 | HDFCBANK3% ₹481 Cr 2,475,000
↑ 1,042,250 Bharti Airtel Limited_26/06/2025
Derivatives | -3% -₹391 Cr 2,091,900
↑ 2,091,900 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 23 | BHARTIARTL3% ₹388 Cr 2,091,900
↑ 660,250 Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 17 | RELIANCE2% ₹362 Cr 2,545,000
↑ 2,000 Reliance Industries Limited_26/06/2025
Derivatives | -2% -₹359 Cr 2,513,000
↑ 2,513,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 24 | ICICIBANK2% ₹309 Cr 2,135,700
↑ 544,600 Icici Bank Limited_26/06/2025
Derivatives | -2% -₹307 Cr 2,106,300
↑ 2,106,300 2. Nippon India Equity Hybrid Fund
CAGR/Annualized return of 12.4% since its launch. Ranked 8 in Hybrid Equity category. Return for 2024 was 16.1% , 2023 was 24.1% and 2022 was 6.6% . Nippon India Equity Hybrid Fund
Growth Launch Date 8 Jun 05 NAV (04 Jul 25) ₹105.144 ↑ 0.17 (0.16 %) Net Assets (Cr) ₹3,897 on 31 May 25 Category Hybrid - Hybrid Equity AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.02 Sharpe Ratio 0.29 Information Ratio 1.1 Alpha Ratio -0.04 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 30 Jun 20 ₹10,000 30 Jun 21 ₹15,037 30 Jun 22 ₹14,977 30 Jun 23 ₹18,446 30 Jun 24 ₹23,936 30 Jun 25 ₹25,523 Returns for Nippon India Equity Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Jul 25 Duration Returns 1 Month 2.1% 3 Month 9.7% 6 Month 2.8% 1 Year 5.4% 3 Year 19.1% 5 Year 20% 10 Year 15 Year Since launch 12.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 16.1% 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% Fund Manager information for Nippon India Equity Hybrid Fund
Name Since Tenure Meenakshi Dawar 10 Sep 21 3.81 Yr. Kinjal Desai 25 May 18 7.1 Yr. Sushil Budhia 1 Feb 20 5.41 Yr. Data below for Nippon India Equity Hybrid Fund as on 31 May 25
Asset Allocation
Asset Class Value Cash 5.23% Equity 76.89% Debt 17.88% Equity Sector Allocation
Sector Value Financial Services 25.74% Industrials 10.04% Consumer Cyclical 7.39% Technology 7.18% Health Care 5.04% Energy 3.9% Real Estate 3.73% Communication Services 3.69% Utility 3.55% Consumer Defensive 3.53% Basic Materials 2.82% Debt Sector Allocation
Sector Value Corporate 12.16% Government 5.72% Cash Equivalent 5.23% Credit Quality
Rating Value A 3.26% AA 47.26% AAA 49.48% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK6% ₹230 Cr 1,182,356 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 12 | ICICIBANK6% ₹227 Cr 1,570,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 13 | LT3% ₹130 Cr 354,838 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 19 | BHARTIARTL3% ₹123 Cr 665,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 14 | RELIANCE3% ₹115 Cr 806,000 Infosys Ltd (Technology)
Equity, Since 28 Feb 11 | INFY3% ₹114 Cr 730,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | AXISBANK3% ₹111 Cr 933,200 NTPC Ltd (Utilities)
Equity, Since 31 Aug 20 | NTPC2% ₹94 Cr 2,800,620 State Bank of India (Financial Services)
Equity, Since 31 Jul 16 | SBIN2% ₹82 Cr 1,010,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Aug 20 | M&M2% ₹70 Cr 235,000 3. Nippon India Hybrid Bond Fund
CAGR/Annualized return of 8.5% since its launch. Ranked 30 in Hybrid Debt category. Return for 2024 was 7.8% , 2023 was 10.2% and 2022 was 4.8% . Nippon India Hybrid Bond Fund
Growth Launch Date 29 Dec 03 NAV (04 Jul 25) ₹57.9717 ↑ 0.04 (0.08 %) Net Assets (Cr) ₹886 on 31 May 25 Category Hybrid - Hybrid Debt AMC Nippon Life Asset Management Ltd. Rating ☆☆☆ Risk Moderate Expense Ratio 1.82 Sharpe Ratio 0.93 Information Ratio -0.66 Alpha Ratio 0.03 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 30 Jun 20 ₹10,000 30 Jun 21 ₹11,279 30 Jun 22 ₹11,842 30 Jun 23 ₹13,070 30 Jun 24 ₹14,276 30 Jun 25 ₹15,521 Returns for Nippon India Hybrid Bond Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Jul 25 Duration Returns 1 Month 1.2% 3 Month 3.9% 6 Month 5.4% 1 Year 8.7% 3 Year 9.4% 5 Year 9.1% 10 Year 15 Year Since launch 8.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.8% 2023 10.2% 2022 4.8% 2021 10.1% 2020 -8.5% 2019 2.8% 2018 4% 2017 9.3% 2016 9.2% 2015 6.2% Fund Manager information for Nippon India Hybrid Bond Fund
Name Since Tenure Dhrumil Shah 10 Sep 21 3.73 Yr. Kinjal Desai 29 Dec 03 21.44 Yr. Sushil Budhia 1 Feb 20 5.33 Yr. Akshay Sharma 1 Dec 22 2.5 Yr. Data below for Nippon India Hybrid Bond Fund as on 31 May 25
Asset Allocation
Asset Class Value Cash 12.9% Equity 15.88% Debt 70.96% Other 0.26% Equity Sector Allocation
Sector Value Financial Services 5.13% Real Estate 1.76% Industrials 1.63% Technology 1.42% Energy 1.34% Consumer Cyclical 1.25% Consumer Defensive 0.91% Basic Materials 0.89% Health Care 0.62% Communication Services 0.56% Utility 0.37% Debt Sector Allocation
Sector Value Corporate 52.84% Government 18.11% Cash Equivalent 12.9% Credit Quality
Rating Value A 16.49% AA 50.1% AAA 33.41% Top Securities Holdings / Portfolio
Name Holding Value Quantity 7.02% Govt Stock 2031
Sovereign Bonds | -6% ₹52 Cr 5,000,000 National Bank For Agriculture And Rural Development
Debentures | -6% ₹50 Cr 5,000 Century Textiles And Industries Limited
Debentures | -4% ₹36 Cr 3,500 7.1% Govt Stock 2029
Sovereign Bonds | -4% ₹31 Cr 3,000,000 Renserv Global Pvt Ltd. 9.9%
Debentures | -3% ₹30 Cr 3,000
↑ 3,000 Bamboo Hotel And Global Centre (Delhi) Private Limited
Debentures | -3% ₹27 Cr 2,700 Delhi International Airport Limited
Debentures | -3% ₹27 Cr 2,600 Truhome Finance Ltd. 9.25%
Debentures | -3% ₹26 Cr 2,500 Prestige Projects Private Limited 11.75%
Debentures | -3% ₹25 Cr 2,500 Vedanta Limited
Debentures | -3% ₹25 Cr 2,500
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