+91-22-48913909निप्पॉन/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. 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. Research Highlights for Nippon India Equity Hybrid Fund 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. Research Highlights for Nippon India Hybrid Bond Fund 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 ₹27.3912
↑ 0.00 ₹16,393 1.5 2.9 6.2 6.9 5.8 6.2 Nippon India Equity Hybrid Fund Growth ₹104.75
↓ -1.36 ₹4,102 -2.4 0.1 6.1 14.2 14.2 6.1 Nippon India Hybrid Bond Fund Growth ₹60.0112
↓ -0.13 ₹933 1.1 3.4 9.2 9 8.3 9.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Jan 26 Research Highlights & Commentary of 3 Funds showcased
Commentary Nippon India Arbitrage Fund Nippon India Equity Hybrid Fund Nippon India Hybrid Bond Fund Point 1 Highest AUM (₹16,393 Cr). Lower mid AUM (₹4,102 Cr). Bottom quartile AUM (₹933 Cr). Point 2 Established history (15+ yrs). Established history (20+ yrs). Oldest track record among peers (22 yrs). Point 3 Top rated. Rating: 4★ (lower mid). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderately Low. Risk profile: Moderately High. Risk profile: Moderate. Point 5 5Y return: 5.79% (bottom quartile). 5Y return: 14.19% (upper mid). 5Y return: 8.26% (lower mid). Point 6 3Y return: 6.88% (bottom quartile). 3Y return: 14.21% (upper mid). 3Y return: 9.03% (lower mid). Point 7 1Y return: 6.20% (lower mid). 1Y return: 6.12% (bottom quartile). 1Y return: 9.16% (upper mid). Point 8 1M return: 0.60% (upper mid). 1M return: -2.18% (bottom quartile). 1M return: -0.03% (lower mid). Point 9 Alpha: 0.00 (lower mid). Alpha: -2.45 (bottom quartile). Alpha: 2.82 (upper mid). Point 10 Sharpe: 0.39 (lower mid). Sharpe: 0.05 (bottom quartile). Sharpe: 1.77 (upper mid). Nippon India Arbitrage Fund
Nippon India Equity Hybrid Fund
Nippon India Hybrid Bond Fund
1. Nippon India Arbitrage Fund
Nippon India Arbitrage Fund
Growth Launch Date 14 Oct 10 NAV (20 Jan 26) ₹27.3912 ↑ 0.00 (0.02 %) Net Assets (Cr) ₹16,393 on 31 Dec 25 Category Hybrid - Arbitrage AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately Low Expense Ratio 1.07 Sharpe Ratio 0.39 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 31 Dec 20 ₹10,000 31 Dec 21 ₹10,384 31 Dec 22 ₹10,816 31 Dec 23 ₹11,574 31 Dec 24 ₹12,440 31 Dec 25 ₹13,212 Returns for Nippon India Arbitrage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Jan 26 Duration Returns 1 Month 0.6% 3 Month 1.5% 6 Month 2.9% 1 Year 6.2% 3 Year 6.9% 5 Year 5.8% 10 Year 15 Year Since launch 6.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 6.2% 2023 7.5% 2022 7% 2021 4.2% 2020 3.8% 2019 4.3% 2018 6.2% 2017 6.8% 2016 5.5% 2015 6.6% Fund Manager information for Nippon India Arbitrage Fund
Name Since Tenure Vikash Agarwal 14 Sep 24 1.3 Yr. Nemish Sheth 21 Mar 25 0.78 Yr. Rohit Shah 8 Apr 24 1.73 Yr. Lokesh Maru 5 Sep 25 0.32 Yr. Divya Sharma 5 Sep 25 0.32 Yr. Data below for Nippon India Arbitrage Fund as on 31 Dec 25
Asset Allocation
Asset Class Value Cash 93.6% Debt 6.76% Other 0.04% Equity Sector Allocation
Sector Value Financial Services 21.75% Basic Materials 12.68% Consumer Cyclical 7.35% Industrials 6.52% Energy 4.98% Health Care 4.95% Consumer Defensive 4.82% Technology 4.58% Communication Services 4.42% Utility 2.35% Real Estate 1.59% Debt Sector Allocation
Sector Value Cash Equivalent 88.13% Corporate 10.32% Government 1.92% Credit Quality
Rating Value AA 70.59% AAA 29.41% Top Securities Holdings / Portfolio
Name Holding Value Quantity Nippon India Money Market Dir Gr
Investment Fund | -10% ₹1,600 Cr 3,682,789 Nippon India U/ST Duration Dir Gr
Investment Fund | -6% ₹968 Cr 2,108,547 Future on Reliance Industries Ltd
Derivatives | -4% -₹577 Cr 3,654,000
↑ 3,654,000 Future on ICICI Bank Ltd
Derivatives | -4% -₹574 Cr 4,252,500
↑ 4,252,500 Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 17 | RELIANCE4% ₹574 Cr 3,654,000
↓ -279,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 24 | 5321743% ₹571 Cr 4,252,500
↑ 656,600 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 23 | HDFCBANK3% ₹511 Cr 5,159,000
↑ 727,100 Hdfc Bank Limited_27/01/2026
Derivatives | -3% -₹490 Cr 4,912,050
↑ 4,912,050 Future on Bharti Airtel Ltd
Derivatives | -2% -₹356 Cr 1,680,075
↑ 1,680,075 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 23 | BHARTIARTL2% ₹354 Cr 1,680,075
↑ 315,400 2. Nippon India Equity Hybrid Fund
Nippon India Equity Hybrid Fund
Growth Launch Date 8 Jun 05 NAV (20 Jan 26) ₹104.75 ↓ -1.36 (-1.28 %) Net Assets (Cr) ₹4,102 on 31 Dec 25 Category Hybrid - Hybrid Equity AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.98 Sharpe Ratio 0.05 Information Ratio 0.92 Alpha Ratio -2.45 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 31 Dec 20 ₹10,000 31 Dec 21 ₹12,779 31 Dec 22 ₹13,621 31 Dec 23 ₹16,899 31 Dec 24 ₹19,625 31 Dec 25 ₹20,830 Returns for Nippon India Equity Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Jan 26 Duration Returns 1 Month -2.2% 3 Month -2.4% 6 Month 0.1% 1 Year 6.1% 3 Year 14.2% 5 Year 14.2% 10 Year 15 Year Since launch 12.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 6.1% 2023 16.1% 2022 24.1% 2021 6.6% 2020 27.8% 2019 -5.3% 2018 3% 2017 -4.9% 2016 29.5% 2015 4.2% Fund Manager information for Nippon India Equity Hybrid Fund
Name Since Tenure Meenakshi Dawar 10 Sep 21 4.31 Yr. Kinjal Desai 25 May 18 7.61 Yr. Sushil Budhia 1 Feb 20 5.92 Yr. Lokesh Maru 5 Sep 25 0.32 Yr. Divya Sharma 5 Sep 25 0.32 Yr. Data below for Nippon India Equity Hybrid Fund as on 31 Dec 25
Asset Allocation
Asset Class Value Cash 3.18% Equity 77.85% Debt 18.96% Equity Sector Allocation
Sector Value Financial Services 23.7% Consumer Cyclical 9.87% Industrials 9.21% Technology 6.73% Health Care 4.68% Real Estate 4.34% Communication Services 4.29% Utility 4.03% Energy 3.97% Consumer Defensive 3.76% Basic Materials 3.23% Debt Sector Allocation
Sector Value Corporate 11.22% Government 7.76% Cash Equivalent 3.18% Credit Quality
Rating Value A 3.11% AA 40.42% AAA 56.47% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK6% ₹234 Cr 2,364,712 Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 13 | LT4% ₹145 Cr 354,838 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 19 | BHARTIARTL3% ₹134 Cr 635,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 12 | 5321743% ₹127 Cr 946,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 14 | RELIANCE3% ₹127 Cr 806,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 5322153% ₹118 Cr 933,200 Infosys Ltd (Technology)
Equity, Since 28 Feb 11 | INFY3% ₹108 Cr 670,896
↓ -59,104 State Bank of India (Financial Services)
Equity, Since 31 Jul 16 | SBIN2% ₹99 Cr 1,010,000 NTPC Ltd (Utilities)
Equity, Since 31 Aug 20 | 5325552% ₹92 Cr 2,800,620 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Aug 20 | M&M2% ₹87 Cr 235,000 3. Nippon India Hybrid Bond Fund
Nippon India Hybrid Bond Fund
Growth Launch Date 29 Dec 03 NAV (20 Jan 26) ₹60.0112 ↓ -0.13 (-0.21 %) Net Assets (Cr) ₹933 on 31 Dec 25 Category Hybrid - Hybrid Debt AMC Nippon Life Asset Management Ltd. Rating ☆☆☆ Risk Moderate Expense Ratio 1.9 Sharpe Ratio 1.77 Information Ratio 0.13 Alpha Ratio 2.82 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 31 Dec 20 ₹10,000 31 Dec 21 ₹11,006 31 Dec 22 ₹11,529 31 Dec 23 ₹12,701 31 Dec 24 ₹13,688 31 Dec 25 ₹15,020 Returns for Nippon India Hybrid Bond Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Jan 26 Duration Returns 1 Month 0% 3 Month 1.1% 6 Month 3.4% 1 Year 9.2% 3 Year 9% 5 Year 8.3% 10 Year 15 Year Since launch 8.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 9.7% 2023 7.8% 2022 10.2% 2021 4.8% 2020 10.1% 2019 -8.5% 2018 2.8% 2017 4% 2016 9.3% 2015 9.2% Fund Manager information for Nippon India Hybrid Bond Fund
Name Since Tenure Dhrumil Shah 10 Sep 21 4.31 Yr. Kinjal Desai 29 Dec 03 22.02 Yr. Sushil Budhia 1 Feb 20 5.92 Yr. Akshay Sharma 1 Dec 22 3.09 Yr. Lokesh Maru 5 Sep 25 0.32 Yr. Divya Sharma 5 Sep 25 0.32 Yr. Data below for Nippon India Hybrid Bond Fund as on 31 Dec 25
Asset Allocation
Asset Class Value Cash 3.45% Equity 18.86% Debt 77.42% Other 0.27% Equity Sector Allocation
Sector Value Financial Services 4.96% Real Estate 4.83% Industrials 1.64% Consumer Cyclical 1.58% Technology 1.29% Energy 1.26% Basic Materials 0.94% Consumer Defensive 0.85% Communication Services 0.6% Health Care 0.58% Utility 0.32% Debt Sector Allocation
Sector Value Corporate 63.8% Government 13.62% Cash Equivalent 3.45% Credit Quality
Rating Value A 29.22% AA 46.43% AAA 24.34% Top Securities Holdings / Portfolio
Name Holding Value Quantity 07.03 Tn SDL 2030
Sovereign Bonds | -5% ₹50 Cr 5,000,000 Aditya Birla Real Estate Limited
Debentures | -4% ₹36 Cr 3,500 GMR Airports Limited
Debentures | -3% ₹33 Cr 3,200 7.1% Govt Stock 2029
Sovereign Bonds | -3% ₹31 Cr 3,000,000 Renserv Global Private Limited
Debentures | -3% ₹30 Cr 3,000 Gaursons India Pvt Ltd. 10.96%
Debentures | -3% ₹30 Cr 3,000
↑ 3,000 Navi Finserv Limited
Debentures | -3% ₹30 Cr 30,000
↑ 30,000 Suryapet Khammam Road Private Limited
Debentures | -3% ₹28 Cr 3,862 Mancherial Repallewada Road Private Limited
Debentures | -3% ₹27 Cr 3,400 Delhi International Airport Limited
Debentures | -3% ₹27 Cr 2,600
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Research Highlights for Nippon India Arbitrage Fund