+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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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।
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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 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. Below is the key information for Nippon India Equity Hybrid Fund Returns up to 1 year are on (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. Research Highlights for Nippon India Arbitrage Fund Below is the key information for Nippon India Arbitrage 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 Equity Hybrid Fund Growth ₹103.875
↓ -0.75 ₹4,025 -3.8 -0.4 9.7 14.3 12.8 6.1 Nippon India Arbitrage Fund Growth ₹27.601
↑ 0.01 ₹16,390 1.6 3 6.1 6.9 5.9 6.2 Nippon India Hybrid Bond Fund Growth ₹60.4155
↓ -0.09 ₹936 0.6 3.7 9.5 9.1 8.2 9.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Mar 26 Research Highlights & Commentary of 3 Funds showcased
Commentary Nippon India Equity Hybrid Fund Nippon India Arbitrage Fund Nippon India Hybrid Bond Fund Point 1 Lower mid AUM (₹4,025 Cr). Highest AUM (₹16,390 Cr). Bottom quartile AUM (₹936 Cr). Point 2 Established history (20+ yrs). Established history (15+ 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 High. Risk profile: Moderately Low. Risk profile: Moderate. Point 5 5Y return: 12.78% (upper mid). 5Y return: 5.86% (bottom quartile). 5Y return: 8.22% (lower mid). Point 6 3Y return: 14.32% (upper mid). 3Y return: 6.90% (bottom quartile). 3Y return: 9.13% (lower mid). Point 7 1Y return: 9.68% (upper mid). 1Y return: 6.13% (bottom quartile). 1Y return: 9.51% (lower mid). Point 8 1M return: -2.59% (bottom quartile). 1M return: 0.43% (upper mid). 1M return: 0.03% (lower mid). Point 9 Alpha: 0.23 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 2.61 (upper mid). Point 10 Sharpe: 0.25 (bottom quartile). Sharpe: 0.58 (lower mid). Sharpe: 1.38 (upper mid). Nippon India Equity Hybrid Fund
Nippon India Arbitrage Fund
Nippon India Hybrid Bond Fund
1. Nippon India Equity Hybrid Fund
Nippon India Equity Hybrid Fund
Growth Launch Date 8 Jun 05 NAV (06 Mar 26) ₹103.875 ↓ -0.75 (-0.71 %) Net Assets (Cr) ₹4,025 on 31 Jan 26 Category Hybrid - Hybrid Equity AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.98 Sharpe Ratio 0.25 Information Ratio 0.81 Alpha Ratio 0.23 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 28 Feb 21 ₹10,000 28 Feb 22 ₹11,534 28 Feb 23 ₹12,271 29 Feb 24 ₹16,177 28 Feb 25 ₹16,659 28 Feb 26 ₹19,108 Returns for Nippon India Equity Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Mar 26 Duration Returns 1 Month -2.6% 3 Month -3.8% 6 Month -0.4% 1 Year 9.7% 3 Year 14.3% 5 Year 12.8% 10 Year 15 Year Since launch 11.9% 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 4.4 Yr. Kinjal Desai 25 May 18 7.7 Yr. Sushil Budhia 1 Feb 20 6.01 Yr. Lokesh Maru 5 Sep 25 0.41 Yr. Divya Sharma 5 Sep 25 0.41 Yr. Data below for Nippon India Equity Hybrid Fund as on 31 Jan 26
Asset Allocation
Asset Class Value Cash 3.18% Equity 79.07% Debt 17.74% Equity Sector Allocation
Sector Value Financial Services 24.08% Consumer Cyclical 9.89% Industrials 9.32% Technology 7.23% Utility 4.89% Real Estate 4.57% Health Care 4.46% Communication Services 4.08% Energy 3.75% Consumer Defensive 3.65% Basic Materials 3.13% Debt Sector Allocation
Sector Value Corporate 11.77% Government 5.98% 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 | HDFCBANK5% ₹220 Cr 2,364,712 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 12 | ICICIBANK4% ₹142 Cr 1,046,000
↑ 100,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 13 | LT3% ₹140 Cr 354,838 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | AXISBANK3% ₹128 Cr 933,200 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 19 | BHARTIARTL3% ₹125 Cr 635,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 14 | RELIANCE3% ₹112 Cr 806,000 Infosys Ltd (Technology)
Equity, Since 28 Feb 11 | INFY3% ₹110 Cr 670,896 State Bank of India (Financial Services)
Equity, Since 31 Jul 16 | SBIN3% ₹109 Cr 1,010,000 NTPC Ltd (Utilities)
Equity, Since 31 Aug 20 | NTPC2% ₹100 Cr 2,800,620 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Aug 20 | M&M2% ₹81 Cr 235,000 2. Nippon India Arbitrage Fund
Nippon India Arbitrage Fund
Growth Launch Date 14 Oct 10 NAV (06 Mar 26) ₹27.601 ↑ 0.01 (0.05 %) Net Assets (Cr) ₹16,390 on 31 Jan 26 Category Hybrid - Arbitrage AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately Low Expense Ratio 1.07 Sharpe Ratio 0.58 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 28 Feb 21 ₹10,000 28 Feb 22 ₹10,419 28 Feb 23 ₹10,877 29 Feb 24 ₹11,687 28 Feb 25 ₹12,515 28 Feb 26 ₹13,283 Returns for Nippon India Arbitrage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Mar 26 Duration Returns 1 Month 0.4% 3 Month 1.6% 6 Month 3% 1 Year 6.1% 3 Year 6.9% 5 Year 5.9% 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 1.38 Yr. Nemish Sheth 21 Mar 25 0.87 Yr. Rohit Shah 8 Apr 24 1.82 Yr. Lokesh Maru 5 Sep 25 0.41 Yr. Divya Sharma 5 Sep 25 0.41 Yr. Data below for Nippon India Arbitrage Fund as on 31 Jan 26
Asset Allocation
Asset Class Value Cash 92.91% Debt 7.29% Other 0.05% Equity Sector Allocation
Sector Value Financial Services 24.93% Basic Materials 10.91% Consumer Cyclical 7.65% Industrials 6.85% Health Care 5.09% Communication Services 4.64% Consumer Defensive 4.47% Energy 3.71% Technology 2.93% Real Estate 2.17% Utility 1.49% Debt Sector Allocation
Sector Value Cash Equivalent 87.32% Corporate 11.49% Government 1.4% 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% ₹1,705 Cr 3,912,646
↑ 229,857 Nippon India U/ST Duration Dir Gr
Investment Fund | -6% ₹972 Cr 2,108,547 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 23 | HDFCBANK6% ₹909 Cr 9,785,050
↑ 4,626,050 Hdfc Bank Limited_24/02/2026
Derivatives | -4% -₹693 Cr 7,426,100
↑ 7,179,150 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 24 | ICICIBANK4% ₹583 Cr 4,302,200
↑ 49,700 Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 17 | RELIANCE3% ₹512 Cr 3,667,000
↑ 13,000 Axis Bank Limited_24/02/2026
Derivatives | -2% -₹407 Cr 2,963,125
↑ 2,963,125 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | AXISBANK2% ₹406 Cr 2,963,125
↑ 277,500 Icici Bank Limited_24/02/2026
Derivatives | -2% -₹382 Cr 2,803,500
↑ 2,803,500 Bharti Airtel Limited_24/02/2026
Derivatives | -2% -₹365 Cr 1,849,175
↑ 1,849,175 3. Nippon India Hybrid Bond Fund
Nippon India Hybrid Bond Fund
Growth Launch Date 29 Dec 03 NAV (06 Mar 26) ₹60.4155 ↓ -0.09 (-0.14 %) Net Assets (Cr) ₹936 on 31 Jan 26 Category Hybrid - Hybrid Debt AMC Nippon Life Asset Management Ltd. Rating ☆☆☆ Risk Moderate Expense Ratio 1.9 Sharpe Ratio 1.38 Information Ratio 0.18 Alpha Ratio 2.61 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 28 Feb 21 ₹10,000 28 Feb 22 ₹10,943 28 Feb 23 ₹11,436 29 Feb 24 ₹12,719 28 Feb 25 ₹13,580 28 Feb 26 ₹14,982 Returns for Nippon India Hybrid Bond Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Mar 26 Duration Returns 1 Month 0% 3 Month 0.6% 6 Month 3.7% 1 Year 9.5% 3 Year 9.1% 5 Year 8.2% 10 Year 15 Year Since launch 8.4% 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 4.39 Yr. Kinjal Desai 29 Dec 03 22.11 Yr. Sushil Budhia 1 Feb 20 6 Yr. Akshay Sharma 1 Dec 22 3.17 Yr. Lokesh Maru 5 Sep 25 0.41 Yr. Divya Sharma 5 Sep 25 0.41 Yr. Data below for Nippon India Hybrid Bond Fund as on 31 Jan 26
Asset Allocation
Asset Class Value Cash 10.72% Equity 18.43% Debt 70.56% Other 0.28% Equity Sector Allocation
Sector Value Real Estate 4.96% Financial Services 4.73% Industrials 1.63% Consumer Cyclical 1.49% Technology 1.28% Energy 1.16% Basic Materials 0.96% Consumer Defensive 0.78% Communication Services 0.56% Health Care 0.54% Utility 0.33% Debt Sector Allocation
Sector Value Corporate 57.36% Government 13.2% Cash Equivalent 10.72% Credit Quality
Rating Value A 30.72% AA 43.77% AAA 25.51% Top Securities Holdings / Portfolio
Name Holding Value Quantity 7.03% Tamilnadu SDL 2030
Sovereign Bonds | -5% ₹50 Cr 5,000,000 Aditya Birla Real Estate Limited
Debentures | -4% ₹35 Cr 3,500 GMR Airports Limited
Debentures | -3% ₹33 Cr 3,200 7.10% Gs 2029
Sovereign Bonds | -3% ₹31 Cr 3,000,000 Renserv Global Private Limited
Debentures | -3% ₹30 Cr 3,000 Navi Finserv Limited
Debentures | -3% ₹30 Cr 30,000 GAursons India Private Limited
Debentures | -3% ₹30 Cr 3,000 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% ₹26 Cr 2,600
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Research Highlights for Nippon India Equity Hybrid Fund