+91-22-48913909हाइब्रिड म्युचुअल फंड में सर्वश्रेष्ठ प्रत्यक्ष योजनाएं
अपनी अनूठी विशेषताओं और लाभों के कारण प्रत्यक्ष योजनाएँ नए निवेशकों के बीच भारी लोकप्रियता प्राप्त कर रही हैं। डायरेक्ट प्लान और रेगुलर प्लान अलग-अलग स्कीम नहीं हैं, असल में ये म्यूचुअल फंड स्कीम का ही एक रूप हैं। जहां रेगुलर प्लान कई सालों से विकल्प में हैं, वहीं पहला डायरेक्ट प्लान साल 2013 में पेश किया गया था।
जो निवेशक डायरेक्ट प्लान का विकल्प चुनकर हाइब्रिड फंड में निवेश करना चाहते हैं, यहां डायरेक्ट फंड क्या हैं, हाइब्रिड फंड की एक संक्षिप्त समझ के साथ-साथ कुछ बेहतरीन डायरेक्ट पैन हाइब्रिड फंड की एक झलक है।
क्यों डायरेक्ट प्लान लोकप्रियता हासिल कर रहे हैं?
नियमित फंडों के विपरीत, म्यूचुअल फंड कंपनी, आरटीए जैसे कार्वी/सीएएमएस, सीमित तृतीय पक्ष प्रतिभूति मध्यस्थ, और फंड हाउस के अधिकृत स्थानीय प्रतिनिधि। निवेशक जो स्वतंत्र रूप से निवेश कर सकते हैं और अपने निवेश को किसी सलाहकार या मध्यस्थ की मदद के बिना ट्रैक कर सकते हैं, वे फंड हाउस से सीधे योजनाओं में निवेश कर सकते हैं।
डायरेक्ट फंड्स में रेगुलर फंड्स की तरह कोई एक्सपेंस चार्ज नहीं होता है। के रूप में वहाँ नहीं हैंवितरक चार्ज/ट्रांजेक्शन चार्जर आदि डायरेक्ट प्लान का एक्सपेंस रेश्यो कम होता है। इसका असर रिटर्न पर भी पड़ता है। चूंकि डायरेक्ट म्यूचुअल फंड का एक्सपेंस रेशियो कम होता है, इसलिए यह रेगुलर प्लान्स की तुलना में थोड़ा ज्यादा रिटर्न दे सकता है- करीब 0.5 फीसदी से 1.5 फीसदी ज्यादा। यह एक कारण है कि निवेशक डायरेक्ट फंड का विकल्प चुन रहे हैं।
आदर्श रूप से, एकइन्वेस्टर जिसे म्यूचुअल फंड निवेश का अनुभव हो और जिसके बारे में उचित जानकारी होमंडी प्रत्यक्ष योजनाओं के लिए आंदोलनों को प्राथमिकता देनी चाहिए। इसके अलावा, अनुभवी जिन्हें निवेश पर किसी सलाह की आवश्यकता नहीं है या अकेले अपने प्रत्यक्ष म्यूचुअल फंड निवेश का प्रबंधन कर सकते हैं, वे इस विकल्प का विकल्प चुन सकते हैं।
हाइब्रिड म्यूचुअल फंड को समझना
हाइब्रिड फंड, जिसे . के रूप में भी जाना जाता हैबैलेंस्ड फंड, एक प्रकार के हैंम्यूचुअल फंड्स जो इक्विटी के संयोजन के रूप में कार्य करता है औरडेट फंड. ये फंड एक निवेशक को इक्विटी और डेट मार्केट दोनों में कुछ अनुपात में निवेश करने की अनुमति देते हैं। इन फंडों में म्यूचुअल फंड निवेश का अनुपात या तो पूर्व निर्धारित होता है या समय के साथ बदल सकता है।
हाइब्रिड म्यूचुअल फंड इनमें से एक हैंसर्वश्रेष्ठ निवेश योजना क्योंकि वे न केवल निवेशकों को आनंद लेने की अनुमति देते हैंराजधानी विकास, लेकिन यह भी तय हो जाओआय नियमित अंतराल पर।
बैलेंस्ड फंड कम अस्थिर होते हैं। वे इक्विटी कंपोनेंट के माध्यम से उच्च रिटर्न सुनिश्चित करते हुए और डेट कंपोनेंट के माध्यम से स्थिरता सुनिश्चित करते हुए इक्विटी और डेट फंड दोनों में से सर्वश्रेष्ठ की पेशकश करते हैं।
ये फंड पोर्टफोलियो को बैलेंस करने में मदद करते हैं। चूंकि फंड दोनों शेयरों में निवेश करता है औरबांड, निवेशक आसानी से एक संतुलित पोर्टफोलियो बना सकते हैंनिवेश एक संतुलित म्यूचुअल फंड में।
हाइब्रिड फंड विविधीकरण लाभ भी प्रदान करते हैं। विविधीकरण स्थिर रिटर्न उत्पन्न करने में मदद करता है; ताकि एक फंड खराब प्रदर्शन करे तो दूसरा पोर्टफोलियो को स्थिर कर सके। यह पोर्टफोलियो के समग्र जोखिम को कम करेगा।
आदर्श रूप से, हाइब्रिड फंड उन निवेशकों के लिए एक अच्छा निवेश विकल्प हो सकता है जो चाहते हैंम्युचुअल फंड में निवेश. इन फंडों में दोनों दुनिया के सर्वश्रेष्ठ हैं: के फायदेइक्विटीज a . का लाभ प्राप्त करते समयनिश्चित आय निवेश। इस प्रकार, निवेशक उपरोक्त सूचीबद्ध सर्वश्रेष्ठ हाइब्रिड म्यूचुअल फंड चुन सकते हैं और योजना में निवेश करके अच्छा मुनाफा कमा सकते हैं।
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हाइब्रिड फंड या बैलेंस्ड फंड में सर्वश्रेष्ठ डायरेक्ट प्लान
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) UTI Wealth Builder Fund - Direct Growth ₹85.7438
↓ -0.54 ₹6,865 -1.3 -1.4 4.4 16.8 14 12.4 JM Balanced Fund - Direct Growth ₹129.483
↓ -0.73 ₹701 -0.5 -4.7 -6.5 15.3 13.6 -1.6 Edelweiss Prudent Advantage Fund - Direct Growth ₹72.82
↓ -0.38 ₹3,627 0.4 -1.6 -0.2 15 14.6 7.6 UTI Balanced Fund - Direct Growth ₹423.472
↓ -1.94 ₹6,524 -2.3 -5 -2.6 13 12.3 7.1 BNP Paribas Balanced Fund - Direct Growth ₹31.3075
↓ -0.19 ₹1,239 -0.4 -3.2 -1.7 12.9 11.1 5.3 Axis Dynamic Equity Fund - Direct Growth ₹23.42
↓ -0.01 ₹3,764 -0.5 -2.3 0.4 12.9 11 8.2 Franklin India Balanced Fund - Direct Growth ₹297.168
↓ -0.77 ₹2,306 -1.5 -5 -4.2 12 10.5 4.7 Edelweiss Equity Savings Advantage Fund - Direct Growth ₹29.3455
↓ -0.04 ₹1,313 2.3 2.2 6.5 11.5 10 9 UTI SPREAD Fund - Direct Growth ₹39.5744
↑ 0.08 ₹10,858 1.7 3.2 6.5 7.5 6.6 7.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jun 26 Research Highlights & Commentary of 9 Funds showcased
Commentary UTI Wealth Builder Fund - Direct JM Balanced Fund - Direct Edelweiss Prudent Advantage Fund - Direct UTI Balanced Fund - Direct BNP Paribas Balanced Fund - Direct Axis Dynamic Equity Fund - Direct Franklin India Balanced Fund - Direct Edelweiss Equity Savings Advantage Fund - Direct UTI SPREAD Fund - Direct Point 1 Top quartile AUM (₹6,865 Cr). Bottom quartile AUM (₹701 Cr). Lower mid AUM (₹3,627 Cr). Upper mid AUM (₹6,524 Cr). Bottom quartile AUM (₹1,239 Cr). Upper mid AUM (₹3,764 Cr). Lower mid AUM (₹2,306 Cr). Bottom quartile AUM (₹1,313 Cr). Highest AUM (₹10,858 Cr). Point 2 Oldest track record among peers (13 yrs). Established history (13+ yrs). Established history (13+ yrs). Established history (13+ yrs). Established history (9+ yrs). Established history (8+ yrs). Established history (13+ yrs). Established history (11+ yrs). Established history (13+ yrs). Point 3 Not Rated. Not Rated. Not Rated. Not Rated. Not Rated. Not Rated. Not Rated. Not Rated. Not Rated. Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately Low. Point 5 5Y return: 13.98% (top quartile). 5Y return: 13.56% (upper mid). 5Y return: 14.64% (top quartile). 5Y return: 12.31% (upper mid). 5Y return: 11.11% (lower mid). 5Y return: 10.95% (lower mid). 5Y return: 10.46% (bottom quartile). 5Y return: 9.97% (bottom quartile). 5Y return: 6.59% (bottom quartile). Point 6 3Y return: 16.80% (top quartile). 3Y return: 15.29% (top quartile). 3Y return: 14.97% (upper mid). 3Y return: 12.96% (upper mid). 3Y return: 12.92% (lower mid). 3Y return: 12.89% (lower mid). 3Y return: 11.98% (bottom quartile). 3Y return: 11.49% (bottom quartile). 3Y return: 7.53% (bottom quartile). Point 7 1Y return: 4.44% (upper mid). 1Y return: -6.46% (bottom quartile). 1Y return: -0.22% (lower mid). 1Y return: -2.58% (bottom quartile). 1Y return: -1.67% (lower mid). 1Y return: 0.39% (upper mid). 1Y return: -4.20% (bottom quartile). 1Y return: 6.50% (top quartile). 1Y return: 6.49% (top quartile). Point 8 1M return: -2.01% (upper mid). 1M return: -4.51% (bottom quartile). 1M return: -2.36% (lower mid). 1M return: -2.98% (bottom quartile). 1M return: -3.52% (bottom quartile). 1M return: -1.84% (upper mid). 1M return: -2.87% (lower mid). 1M return: -0.26% (top quartile). 1M return: 0.56% (top quartile). Point 9 Alpha: 0.00 (upper mid). Alpha: -1.36 (bottom quartile). Alpha: 2.70 (top quartile). Alpha: -0.12 (bottom quartile). Alpha: 2.52 (top quartile). Alpha: 0.00 (upper mid). Alpha: -2.06 (bottom quartile). Alpha: 0.00 (lower mid). Alpha: 0.00 (lower mid). Point 10 Sharpe: 0.28 (upper mid). Sharpe: -0.26 (bottom quartile). Sharpe: 0.03 (upper mid). Sharpe: -0.18 (lower mid). Sharpe: 0.02 (lower mid). Sharpe: -0.18 (bottom quartile). Sharpe: -0.34 (bottom quartile). Sharpe: 0.50 (top quartile). Sharpe: 2.51 (top quartile). UTI Wealth Builder Fund - Direct
JM Balanced Fund - Direct
Edelweiss Prudent Advantage Fund - Direct
UTI Balanced Fund - Direct
BNP Paribas Balanced Fund - Direct
Axis Dynamic Equity Fund - Direct
Franklin India Balanced Fund - Direct
Edelweiss Equity Savings Advantage Fund - Direct
UTI SPREAD Fund - Direct
The objective of the Scheme is to achieve long term capital appreciation by investing predominantly in a diversified portfolio of equity and equity related instruments along with investments in Gold ETFs and Debt and Money Market Instruments. However, there can be no assurance that the investment objective of the Scheme will be achieved. Below is the key information for UTI Wealth Builder Fund - Direct Returns up to 1 year are on To provide steady current income as well as long term growth of capital. Research Highlights for JM Balanced Fund - Direct Below is the key information for JM Balanced Fund - Direct Returns up to 1 year are on The objective of the Scheme is to generate returns through capital appreciation by investing in diversified portfolio of equity and equity-related securities, fixed income instruments and Gold Exchange Traded Funds.
However, there is no assurance that the investment objective of the Scheme will be realized. Research Highlights for Edelweiss Prudent Advantage Fund - Direct Below is the key information for Edelweiss Prudent Advantage Fund - Direct Returns up to 1 year are on The scheme aims to invest in a portfolio of equity/equity related securities and fixed income securities (debt and money market securities) with a view to generating regular income together with capital appreciation. Research Highlights for UTI Balanced Fund - Direct Below is the key information for UTI Balanced Fund - Direct Returns up to 1 year are on The Scheme seeks to generate income and capital appreciation by investing in a diversified portfolio of equity and equity related instruments and fixed income instruments. However, there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns Research Highlights for BNP Paribas Balanced Fund - Direct Below is the key information for BNP Paribas Balanced Fund - Direct Returns up to 1 year are on To generate capital appreciation by investing in a portfolio of equity or equity linked securities while secondary objective is to generate income through investments in debt and money market instruments. It also aims to manage risk through active asset allocation. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns. Research Highlights for Axis Dynamic Equity Fund - Direct Below is the key information for Axis Dynamic Equity Fund - Direct Returns up to 1 year are on The fund aims to provide long term capital appreciation and current income by investing in equity and equity related securities and high quality fixed income instruments. Research Highlights for Franklin India Balanced Fund - Direct Below is the key information for Franklin India Balanced Fund - Direct Returns up to 1 year are on "The investment objective of the scheme is to provide capital appreciation and income distribution tothe investors by using equity and equity related instruments, arbitrage opportunities, and investments
in debt and money market instruments" Research Highlights for Edelweiss Equity Savings Advantage Fund - Direct Below is the key information for Edelweiss Equity Savings Advantage Fund - Direct Returns up to 1 year are on The investment objective of the scheme is to provide capital appreciation and dividend distribution through arbitrage opportunities arising out of price differences between the cash and derivative market by investing predominantly in equity and equity-related securities, derivatives and the balance portion in debt securities. However, there can be no assurance that the investment objective of the scheme will be realised. Research Highlights for UTI SPREAD Fund - Direct Below is the key information for UTI SPREAD Fund - Direct Returns up to 1 year are on 1. UTI Wealth Builder Fund - Direct
UTI Wealth Builder Fund - Direct
Growth Launch Date 1 Jan 13 NAV (10 Jun 26) ₹85.7438 ↓ -0.54 (-0.62 %) Net Assets (Cr) ₹6,865 on 30 Apr 26 Category Hybrid - Multi Asset AMC UTI Asset Management Company Ltd Rating Risk Moderately High Expense Ratio 0.64 Sharpe Ratio 0.28 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 May 21 ₹10,000 31 May 22 ₹10,287 31 May 23 ₹12,062 31 May 24 ₹16,617 31 May 25 ₹18,366 31 May 26 ₹19,804 Returns for UTI Wealth Builder Fund - Direct
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jun 26 Duration Returns 1 Month -2% 3 Month -1.3% 6 Month -1.4% 1 Year 4.4% 3 Year 16.8% 5 Year 14% 10 Year 15 Year Since launch 10.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 12.4% 2023 21.9% 2022 30.2% 2021 5.3% 2020 12.7% 2019 14% 2018 4.8% 2017 0.5% 2016 18.2% 2015 8% Fund Manager information for UTI Wealth Builder Fund - Direct
Name Since Tenure Sharwan Kumar Goyal 12 Nov 21 4.55 Yr. Jaydeep Bhowal 1 Oct 24 1.66 Yr. Data below for UTI Wealth Builder Fund - Direct as on 30 Apr 26
Asset Allocation
Asset Class Value Cash 8.82% Equity 67.05% Debt 10.95% Other 13.18% Equity Sector Allocation
Sector Value Financial Services 19.13% Consumer Defensive 10.25% Technology 8.7% Industrials 8.49% Consumer Cyclical 6.92% Basic Materials 5.09% Real Estate 3.5% Health Care 3.16% Energy 2.43% Communication Services 2.1% Debt Sector Allocation
Sector Value Government 9.35% Cash Equivalent 5.3% Corporate 5.12% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity UTI Gold ETF
- | -13% ₹915 Cr 72,762,656
↓ -2,998,825 ITC Ltd (Consumer Defensive)
Equity, Since 31 Oct 22 | ITC3% ₹197 Cr 6,270,122
↑ 1,292,735 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 25 | HDFCBANK3% ₹188 Cr 2,442,218
↑ 672,766 Nestle India Ltd (Consumer Defensive)
Equity, Since 29 Feb 24 | NESTLEIND3% ₹185 Cr 1,265,853
↑ 123,652 ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 24 | ICICIBANK3% ₹184 Cr 1,455,570
↑ 955,739 Tata Consultancy Services Ltd (Technology)
Equity, Since 29 Feb 24 | TCS3% ₹181 Cr 732,959
↑ 231,417 Infosys Ltd (Technology)
Equity, Since 31 Mar 24 | INFY2% ₹133 Cr 1,121,776
↓ -26,150 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Oct 25 | BEL2% ₹131 Cr 3,032,850
↑ 347,440 Asian Paints Ltd (Basic Materials)
Equity, Since 31 Oct 24 | 5008202% ₹129 Cr 526,237
↓ -145,220 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 25 | KOTAKBANK2% ₹127 Cr 3,319,571
↑ 2,009,731 2. JM Balanced Fund - Direct
JM Balanced Fund - Direct
Growth Launch Date 1 Jan 13 NAV (10 Jun 26) ₹129.483 ↓ -0.73 (-0.56 %) Net Assets (Cr) ₹701 on 30 Apr 26 Category Hybrid - Hybrid Equity AMC JM Financial Asset Management Limited Rating Risk Moderately High Expense Ratio 0.63 Sharpe Ratio -0.26 Information Ratio 0.83 Alpha Ratio -1.36 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-60 Days (1%),60 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 May 21 ₹10,000 31 May 22 ₹10,435 31 May 23 ₹12,437 31 May 24 ₹19,252 31 May 25 ₹19,965 31 May 26 ₹19,626 Returns for JM Balanced Fund - Direct
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jun 26 Duration Returns 1 Month -4.5% 3 Month -0.5% 6 Month -4.7% 1 Year -6.5% 3 Year 15.3% 5 Year 13.6% 10 Year 15 Year Since launch 13% Historical performance (Yearly) on absolute basis
Year Returns 2024 -1.6% 2023 29.3% 2022 35.5% 2021 9.1% 2020 23.9% 2019 31.5% 2018 -6.8% 2017 2.5% 2016 18.6% 2015 3.8% Fund Manager information for JM Balanced Fund - Direct
Name Since Tenure Satish Ramanathan 1 Oct 24 1.66 Yr. Asit Bhandarkar 31 Dec 21 4.42 Yr. Ruchi Fozdar 4 Oct 24 1.66 Yr. Deepak Gupta 11 Apr 25 1.14 Yr. Data below for JM Balanced Fund - Direct as on 30 Apr 26
Asset Allocation
Asset Class Value Cash 9.67% Equity 74.88% Debt 15.45% Equity Sector Allocation
Sector Value Financial Services 22.32% Technology 12.24% Consumer Cyclical 11.68% Industrials 7.79% Health Care 4.59% Basic Materials 4.31% Communication Services 3.33% Utility 2.93% Consumer Defensive 2.93% Energy 2.71% Real Estate 0.04% Debt Sector Allocation
Sector Value Corporate 10.89% Government 9.05% Cash Equivalent 5.19% Credit Quality
Rating Value AA 15.69% AAA 84.31% Top Securities Holdings / Portfolio
Name Holding Value Quantity 6.48% Govt Stock 2035
Sovereign Bonds | -3% ₹24 Cr 2,525,000
↑ 350,000 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 May 25 | MCX3% ₹24 Cr 81,671 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 24 | BHARTIARTL3% ₹23 Cr 123,746
↓ -13,500 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jan 25 | 5000343% ₹22 Cr 235,040 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 24 | HDFCBANK3% ₹22 Cr 285,000
↓ -65,000 NTPC Ltd (Utilities)
Equity, Since 28 Feb 26 | 5325553% ₹21 Cr 515,000
↑ 65,000 Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 26 | RELIANCE3% ₹19 Cr 133,000
↑ 12,000 One97 Communications Ltd (Technology)
Equity, Since 30 Jun 25 | PAYTM2% ₹17 Cr 157,147 Tech Mahindra Ltd (Technology)
Equity, Since 31 Dec 23 | 5327552% ₹17 Cr 113,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 21 | LT2% ₹16 Cr 40,000
↓ -24,000 3. Edelweiss Prudent Advantage Fund - Direct
Edelweiss Prudent Advantage Fund - Direct
Growth Launch Date 1 Jan 13 NAV (10 Jun 26) ₹72.82 ↓ -0.38 (-0.52 %) Net Assets (Cr) ₹3,627 on 30 Apr 26 Category Hybrid - Multi Asset AMC Edelweiss Asset Management Limited Rating Risk Moderately High Expense Ratio 0.37 Sharpe Ratio 0.03 Information Ratio 1.83 Alpha Ratio 2.7 Min Investment 5,000 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 May 21 ₹10,000 31 May 22 ₹11,182 31 May 23 ₹13,055 31 May 24 ₹17,372 31 May 25 ₹19,780 31 May 26 ₹20,320 Returns for Edelweiss Prudent Advantage Fund - Direct
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jun 26 Duration Returns 1 Month -2.4% 3 Month 0.4% 6 Month -1.6% 1 Year -0.2% 3 Year 15% 5 Year 14.6% 10 Year 15 Year Since launch 13.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.6% 2023 22.2% 2022 27.7% 2021 7.4% 2020 29.5% 2019 14.5% 2018 12.1% 2017 0.8% 2016 26.8% 2015 0.6% Fund Manager information for Edelweiss Prudent Advantage Fund - Direct
Name Since Tenure Kedar Karnik 15 Jan 26 0.37 Yr. Bhavesh Jain 14 Oct 15 10.64 Yr. Bharat Lahoti 1 Oct 21 4.67 Yr. Rahul Dedhia 1 Jul 24 1.92 Yr. Data below for Edelweiss Prudent Advantage Fund - Direct as on 30 Apr 26
Asset Allocation
Asset Class Value Cash 8.44% Equity 78.15% Debt 13.4% Other 0.01% Equity Sector Allocation
Sector Value Financial Services 23.6% Consumer Cyclical 9.29% Health Care 7.9% Industrials 7.01% Basic Materials 6.91% Energy 4.87% Communication Services 4.8% Consumer Defensive 4.8% Technology 2.42% Utility 2.33% Real Estate 1.27% Debt Sector Allocation
Sector Value Corporate 11.08% Cash Equivalent 6.07% Government 4.7% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | ICICIBANK4% ₹156 Cr 1,235,789 National Bank For Agriculture And Rural Development
Debentures | -4% ₹139 Cr 14,000,000 State Bank of India (Financial Services)
Equity, Since 30 Jun 15 | SBIN4% ₹135 Cr 1,264,882 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 15 | HDFCBANK4% ₹129 Cr 1,667,382 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL4% ₹127 Cr 673,607 Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 20 | RELIANCE3% ₹98 Cr 685,019 NTPC Ltd (Utilities)
Equity, Since 30 Nov 21 | 5325552% ₹84 Cr 2,112,334 Aditya Birla Capital Limited
Debentures | -2% ₹75 Cr 7,500,000 Hdb Financial Services Limited
Debentures | -2% ₹75 Cr 7,500,000 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Oct 19 | SUNPHARMA2% ₹71 Cr 391,456 4. UTI Balanced Fund - Direct
UTI Balanced Fund - Direct
Growth Launch Date 1 Jan 13 NAV (10 Jun 26) ₹423.472 ↓ -1.94 (-0.46 %) Net Assets (Cr) ₹6,524 on 30 Apr 26 Category Hybrid - Hybrid Equity AMC UTI Asset Management Company Ltd Rating Risk Moderately High Expense Ratio 1.25 Sharpe Ratio -0.18 Information Ratio 1.31 Alpha Ratio -0.12 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 May 21 ₹10,000 31 May 22 ₹10,900 31 May 23 ₹12,517 31 May 24 ₹16,413 31 May 25 ₹18,431 31 May 26 ₹18,361 Returns for UTI Balanced Fund - Direct
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jun 26 Duration Returns 1 Month -3% 3 Month -2.3% 6 Month -5% 1 Year -2.6% 3 Year 13% 5 Year 12.3% 10 Year 15 Year Since launch 12.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.1% 2023 20.5% 2022 26.2% 2021 6.3% 2020 31.3% 2019 14.1% 2018 3.1% 2017 -4.9% 2016 26.6% 2015 9.4% Fund Manager information for UTI Balanced Fund - Direct
Name Since Tenure V Srivatsa 24 Sep 09 16.69 Yr. Jaydeep Bhowal 3 Nov 25 0.57 Yr. Data below for UTI Balanced Fund - Direct as on 30 Apr 26
Asset Allocation
Asset Class Value Cash 2.75% Equity 73.04% Debt 24.21% Equity Sector Allocation
Sector Value Financial Services 20.96% Industrials 8.1% Technology 6.74% Consumer Cyclical 6.1% Communication Services 5.63% Consumer Defensive 4.86% Health Care 4.59% Energy 4.52% Basic Materials 4.07% Utility 3.43% Real Estate 2.58% Debt Sector Allocation
Sector Value Government 16.14% Corporate 7.84% Cash Equivalent 2.98% Credit Quality
Rating Value AA 1.74% AAA 98.26% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 29 Feb 20 | HDFCBANK5% ₹317 Cr 4,112,507
↑ 125,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 10 | ICICIBANK4% ₹280 Cr 2,218,644 Infosys Ltd (Technology)
Equity, Since 31 Mar 06 | INFY3% ₹202 Cr 1,709,717 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 12 | LT3% ₹186 Cr 463,809 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 17 | BHARTIARTL3% ₹176 Cr 931,856
↑ 90,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 19 | RELIANCE3% ₹175 Cr 1,221,903 ITC Ltd (Consumer Defensive)
Equity, Since 31 Aug 06 | ITC3% ₹166 Cr 5,272,730
↑ 100,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Apr 24 | 5328982% ₹145 Cr 4,565,707 Wipro Ltd (Technology)
Equity, Since 30 Jun 24 | 5076852% ₹130 Cr 6,492,657 State Bank of India (Financial Services)
Equity, Since 31 Jul 25 | SBIN2% ₹108 Cr 1,013,878
↓ -55,555 5. BNP Paribas Balanced Fund - Direct
BNP Paribas Balanced Fund - Direct
Growth Launch Date 7 Apr 17 NAV (10 Jun 26) ₹31.3075 ↓ -0.19 (-0.60 %) Net Assets (Cr) ₹1,239 on 30 Apr 26 Category Hybrid - Hybrid Equity AMC BNP Paribas Asset Mgmt India Pvt. Ltd Rating Risk Moderately High Expense Ratio 0.52 Sharpe Ratio 0.02 Information Ratio 1.21 Alpha Ratio 2.52 Min Investment 5,000 Min SIP Investment 300 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 May 21 ₹10,000 31 May 22 ₹10,488 31 May 23 ₹11,882 31 May 24 ₹15,737 31 May 25 ₹17,415 31 May 26 ₹17,573 Returns for BNP Paribas Balanced Fund - Direct
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jun 26 Duration Returns 1 Month -3.5% 3 Month -0.4% 6 Month -3.2% 1 Year -1.7% 3 Year 12.9% 5 Year 11.1% 10 Year 15 Year Since launch 13.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 5.3% 2023 21.2% 2022 23% 2021 6.1% 2020 24.3% 2019 16.8% 2018 18% 2017 2% 2016 2015 Fund Manager information for BNP Paribas Balanced Fund - Direct
Name Since Tenure Jitendra Sriram 16 Jun 22 3.96 Yr. Gurvinder Wasan 21 Oct 24 1.61 Yr. Pratish Krishnan 14 Mar 22 4.22 Yr. Data below for BNP Paribas Balanced Fund - Direct as on 30 Apr 26
Asset Allocation
Asset Class Value Cash 4.9% Equity 71.33% Debt 23.77% Equity Sector Allocation
Sector Value Financial Services 20.29% Industrials 12.85% Consumer Cyclical 8.31% Technology 7.23% Energy 6.1% Consumer Defensive 4.46% Basic Materials 3.93% Health Care 2.6% Utility 2.56% Communication Services 2.06% Debt Sector Allocation
Sector Value Corporate 17.03% Government 7.81% Cash Equivalent 3.83% Credit Quality
Rating Value AA 23.52% AAA 76.48% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 17 | HDFCBANK5% ₹61 Cr 792,000 Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 23 | POWERINDIA5% ₹61 Cr 18,180
↓ -540 Reliance Industries Ltd (Energy)
Equity, Since 31 May 21 | RELIANCE5% ₹58 Cr 405,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 17 | ICICIBANK5% ₹57 Cr 450,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 21 | LT4% ₹51 Cr 126,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 19 | BHARTIARTL2% ₹25 Cr 135,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 23 | KOTAKBANK2% ₹24 Cr 630,000 Infosys Ltd (Technology)
Equity, Since 30 Apr 17 | INFY2% ₹21 Cr 180,000 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | ETERNAL2% ₹20 Cr 821,693 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 20 | TCS2% ₹20 Cr 81,000 6. Axis Dynamic Equity Fund - Direct
Axis Dynamic Equity Fund - Direct
Growth Launch Date 1 Aug 17 NAV (10 Jun 26) ₹23.42 ↓ -0.01 (-0.04 %) Net Assets (Cr) ₹3,764 on 30 Apr 26 Category Hybrid - Dynamic Allocation AMC Axis Asset Management Company Limited Rating Risk Moderately High Expense Ratio 0.84 Sharpe Ratio -0.18 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 May 21 ₹10,000 31 May 22 ₹10,600 31 May 23 ₹11,772 31 May 24 ₹14,794 31 May 25 ₹16,761 31 May 26 ₹16,978 Returns for Axis Dynamic Equity Fund - Direct
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jun 26 Duration Returns 1 Month -1.8% 3 Month -0.5% 6 Month -2.3% 1 Year 0.4% 3 Year 12.9% 5 Year 10.9% 10 Year 15 Year Since launch 10.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 8.2% 2023 19% 2022 21.5% 2021 0.9% 2020 17.2% 2019 11.4% 2018 7.5% 2017 4.5% 2016 2015 Fund Manager information for Axis Dynamic Equity Fund - Direct
Name Since Tenure Devang Shah 5 Apr 24 2.15 Yr. Hardik Shah 31 Jan 22 4.33 Yr. Jayesh Sundar 28 Sep 23 2.67 Yr. Data below for Axis Dynamic Equity Fund - Direct as on 30 Apr 26
Asset Allocation
Asset Class Value Cash 20.11% Equity 59.37% Debt 20.51% Equity Sector Allocation
Sector Value Financial Services 23.18% Consumer Cyclical 10.01% Technology 7.04% Industrials 6.22% Health Care 5.72% Energy 5.63% Consumer Defensive 4.41% Basic Materials 3.33% Utility 2.76% Communication Services 2.39% Real Estate 1.62% Debt Sector Allocation
Sector Value Cash Equivalent 18.96% Corporate 14.57% Government 7.1% Credit Quality
Rating Value AA 31.41% AAA 68.59% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 17 | HDFCBANK6% ₹224 Cr 2,908,546
↓ -47,416 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK5% ₹198 Cr 1,565,162
↑ 157,874 Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 17 | RELIANCE5% ₹194 Cr 1,358,657
↓ -27,394 State Bank of India (Financial Services)
Equity, Since 31 May 21 | SBIN4% ₹144 Cr 1,351,824 Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY3% ₹113 Cr 954,334
↑ 8,891 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 21 | LT3% ₹106 Cr 263,595 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Jul 20 | M&M3% ₹95 Cr 305,529 Future on BANK Index
- | -2% -₹89 Cr 1,072,350
↓ -66,050 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 22 | BHARTIARTL2% ₹87 Cr 461,809 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 17 | KOTAKBANK2% ₹78 Cr 2,044,798
↑ 291,831 7. Franklin India Balanced Fund - Direct
Franklin India Balanced Fund - Direct
Growth Launch Date 1 Jan 13 NAV (10 Jun 26) ₹297.168 ↓ -0.77 (-0.26 %) Net Assets (Cr) ₹2,306 on 30 Apr 26 Category Hybrid - Hybrid Equity AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating Risk Moderately High Expense Ratio 1.04 Sharpe Ratio -0.34 Information Ratio 0.97 Alpha Ratio -2.06 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 May 21 ₹10,000 31 May 22 ₹10,516 31 May 23 ₹11,883 31 May 24 ₹15,642 31 May 25 ₹17,391 31 May 26 ₹17,027 Returns for Franklin India Balanced Fund - Direct
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jun 26 Duration Returns 1 Month -2.9% 3 Month -1.5% 6 Month -5% 1 Year -4.2% 3 Year 12% 5 Year 10.5% 10 Year 15 Year Since launch 13.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 4.7% 2023 18.9% 2022 23.9% 2021 5.8% 2020 25% 2019 14.8% 2018 9.1% 2017 -0.4% 2016 22.8% 2015 9.2% Fund Manager information for Franklin India Balanced Fund - Direct
Name Since Tenure Ajay Argal 4 Oct 24 1.66 Yr. Anuj Tagra 7 Mar 24 2.23 Yr. Chandni Gupta 7 Mar 24 2.23 Yr. Sandeep Manam 18 Oct 21 4.62 Yr. Rajasa Kakulavarapu 6 Sep 21 4.73 Yr. Data below for Franklin India Balanced Fund - Direct as on 30 Apr 26
Asset Allocation
Asset Class Value Cash 5.76% Equity 70.82% Debt 23.43% Equity Sector Allocation
Sector Value Financial Services 24% Industrials 10.36% Consumer Cyclical 7.46% Basic Materials 4.17% Technology 4.1% Energy 4.1% Health Care 3.94% Consumer Defensive 3.72% Utility 3.63% Communication Services 3.03% Real Estate 2.31% Debt Sector Allocation
Sector Value Corporate 16.85% Government 6.58% Cash Equivalent 5.76% Credit Quality
Rating Value AA 32.44% AAA 67.56% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK5% ₹119 Cr 1,540,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK5% ₹114 Cr 900,000 Jubilant Bevco Limited
Debentures | -5% ₹109 Cr 9,994 Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE4% ₹94 Cr 660,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 5322154% ₹82 Cr 650,000 State Bank of India (Financial Services)
Equity, Since 31 Dec 15 | SBIN3% ₹76 Cr 710,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 05 | BHARTIARTL3% ₹70 Cr 370,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT3% ₹69 Cr 173,000 Jubilant Beverages Limited
Debentures | -3% ₹66 Cr 6,136 NTPC Ltd (Utilities)
Equity, Since 31 Oct 16 | 5325552% ₹52 Cr 1,300,000 8. Edelweiss Equity Savings Advantage Fund - Direct
Edelweiss Equity Savings Advantage Fund - Direct
Growth Launch Date 13 Oct 14 NAV (10 Jun 26) ₹29.3455 ↓ -0.04 (-0.12 %) Net Assets (Cr) ₹1,313 on 30 Apr 26 Category Hybrid - Equity Savings AMC Edelweiss Asset Management Limited Rating Risk Moderately High Expense Ratio 0.59 Sharpe Ratio 0.5 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 May 21 ₹10,000 31 May 22 ₹10,619 31 May 23 ₹11,656 31 May 24 ₹13,592 31 May 25 ₹15,087 31 May 26 ₹16,209
Purchase not allowed Returns for Edelweiss Equity Savings Advantage Fund - Direct
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jun 26 Duration Returns 1 Month -0.3% 3 Month 2.3% 6 Month 2.2% 1 Year 6.5% 3 Year 11.5% 5 Year 10% 10 Year 15 Year Since launch 9.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 9% 2023 14.5% 2022 14.3% 2021 4.6% 2020 13.1% 2019 14.1% 2018 8.1% 2017 4.9% 2016 15.8% 2015 4.9% Fund Manager information for Edelweiss Equity Savings Advantage Fund - Direct
Name Since Tenure Kedar Karnik 15 Jan 26 0.37 Yr. Bhavesh Jain 1 Oct 21 4.67 Yr. Bharat Lahoti 18 Sep 17 8.7 Yr. Rahul Dedhia 1 Jul 24 1.92 Yr. Data below for Edelweiss Equity Savings Advantage Fund - Direct as on 30 Apr 26
Asset Allocation
Asset Class Value Cash 55.23% Equity 32.08% Debt 12.66% Other 0.03% Equity Sector Allocation
Sector Value Financial Services 21.22% Basic Materials 12.27% Communication Services 6.51% Industrials 5.99% Consumer Cyclical 5.48% Utility 5.27% Energy 4.54% Health Care 3.12% Technology 2.4% Real Estate 2.35% Consumer Defensive 1.37% Debt Sector Allocation
Sector Value Cash Equivalent 51% Corporate 12.33% Government 4.57% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 18 | HDFCBANK5% ₹66 Cr 861,114
↓ -612,700 Hdfc Bank Ltd.26/05/2026
Derivatives | -4% -₹57 Cr 732,600
↑ 732,600 Steel Authority Of India Ltd.26/05/2026
Derivatives | -4% -₹56 Cr 3,003,300
↑ 3,003,300 Steel Authority Of India Ltd (Basic Materials)
Equity, Since 30 Sep 25 | SAIL4% ₹55 Cr 3,003,300 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 21 | RELIANCE4% ₹53 Cr 367,751 Edelweiss Liquid Dir Gr
Investment Fund | -4% ₹51 Cr 143,571
↓ -112,054 Hdb Financial Services Limited
Debentures | -4% ₹50 Cr 5,000,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 19 | BHARTIARTL4% ₹49 Cr 257,555 Adani Green Energy Ltd.26/05/2026
Derivatives | -3% -₹44 Cr 360,000
↑ 360,000 Adani Green Energy Ltd (Utilities)
Equity, Since 31 Dec 25 | ADANIGREEN3% ₹44 Cr 360,000 9. UTI SPREAD Fund - Direct
UTI SPREAD Fund - Direct
Growth Launch Date 23 Jan 13 NAV (10 Jun 26) ₹39.5744 ↑ 0.08 (0.19 %) Net Assets (Cr) ₹10,858 on 30 Apr 26 Category Hybrid - Arbitrage AMC UTI Asset Management Company Ltd Rating Risk Moderately Low Expense Ratio 0.3 Sharpe Ratio 2.51 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-30 Days (0.5%),30 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 May 21 ₹10,000 31 May 22 ₹10,431 31 May 23 ₹11,050 31 May 24 ₹11,973 31 May 25 ₹12,901 31 May 26 ₹13,683 Returns for UTI SPREAD Fund - Direct
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jun 26 Duration Returns 1 Month 0.6% 3 Month 1.7% 6 Month 3.2% 1 Year 6.5% 3 Year 7.5% 5 Year 6.6% 10 Year 15 Year Since launch 6.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.1% 2023 8.3% 2022 7.8% 2021 4.6% 2020 4.5% 2019 5% 2018 6.7% 2017 6.7% 2016 6.2% 2015 7% Fund Manager information for UTI SPREAD Fund - Direct
Name Since Tenure Amit Sharma 2 Jul 18 7.92 Yr. Sharwan Kumar Goyal 1 Jan 21 5.41 Yr. Data below for UTI SPREAD Fund - Direct as on 30 Apr 26
Asset Allocation
Asset Class Value Cash 94.56% Debt 5.7% Other 0.05% Equity Sector Allocation
Sector Value Financial Services 28.78% Basic Materials 7.57% Consumer Cyclical 6.4% Industrials 4.78% Health Care 4.53% Communication Services 4.02% Consumer Defensive 3.72% Energy 3.12% Real Estate 1.61% Technology 1.01% Utility 0.74% Debt Sector Allocation
Sector Value Cash Equivalent 74.39% Corporate 20.8% Government 5.08% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity UTI Money Market Dir Gr
Investment Fund | -13% ₹1,456 Cr 4,430,086
↑ 228,157 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK5% ₹589 Cr 7,631,800
↓ -451,550 HDFC BANK LTD.-26-May-2026
Derivatives | -4% -₹420 Cr 5,414,200
↑ 5,149,100 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 24 | ICICIBANK4% ₹392 Cr 3,105,200
↓ -38,500 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Jun 23 | KOTAKBANK4% ₹392 Cr 10,224,000
↑ 1,904,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 23 | RELIANCE3% ₹312 Cr 2,179,000
↓ -55,000 KOTAK MAHINDRA BANK LTD.-26-May-2026
Derivatives | -3% -₹304 Cr 7,884,000
↑ 7,818,000 State Bank of India (Financial Services)
Equity, Since 31 May 23 | SBIN3% ₹298 Cr 2,788,500
↑ 56,250 STATE BANK OF INDIA-26-May-2026
Derivatives | -3% -₹297 Cr 2,788,500
↑ 2,788,500 RELIANCE INDUSTRIES LTD.-26-May-2026
Derivatives | -2% -₹253 Cr 1,763,500
↑ 1,413,500
यहां दी गई जानकारी की सत्यता 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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Research Highlights for UTI Wealth Builder Fund - Direct