+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 (%) JM Balanced Fund - Direct Growth ₹141.62
↑ 0.39 ₹804 3.3 7.3 0.4 22.5 23 29.3 UTI Wealth Builder Fund - Direct Growth ₹86.4979
↑ 0.47 ₹5,941 5.7 8.4 9.3 21.4 17.4 21.9 Edelweiss Prudent Advantage Fund - Direct Growth ₹75.56
↑ 0.24 ₹3,045 3.7 7.6 8.6 19.6 22.2 22.2 UTI Balanced Fund - Direct Growth ₹445.237
↑ 1.33 ₹6,302 2.5 6 5.1 17.6 21 20.5 BNP Paribas Balanced Fund - Direct Growth ₹32.4241
↑ 0.09 ₹1,223 2.2 6.1 3.9 16.5 18.7 21.2 Franklin India Balanced Fund - Direct Growth ₹318.167
↑ 0.97 ₹2,273 2.6 6.3 6.9 16.5 19.1 18.9 Axis Dynamic Equity Fund - Direct Growth ₹24.12
↑ 0.10 ₹3,489 3.7 5.4 7.7 16.1 14.7 19 Edelweiss Equity Savings Advantage Fund - Direct Growth ₹28.7397
↑ 0.02 ₹843 3.1 6.4 10.3 12.7 12.3 14.5 UTI SPREAD Fund - Direct Growth ₹38.0148
↓ -0.01 ₹9,149 1.5 3 7.1 7.7 6.3 8.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Oct 25 Research Highlights & Commentary of 9 Funds showcased
Commentary JM Balanced Fund - Direct UTI Wealth Builder Fund - Direct Edelweiss Prudent Advantage Fund - Direct UTI Balanced Fund - Direct BNP Paribas Balanced Fund - Direct Franklin India Balanced Fund - Direct Axis Dynamic Equity Fund - Direct Edelweiss Equity Savings Advantage Fund - Direct UTI SPREAD Fund - Direct Point 1 Bottom quartile AUM (₹804 Cr). Upper mid AUM (₹5,941 Cr). Lower mid AUM (₹3,045 Cr). Top quartile AUM (₹6,302 Cr). Bottom quartile AUM (₹1,223 Cr). Lower mid AUM (₹2,273 Cr). Upper mid AUM (₹3,489 Cr). Bottom quartile AUM (₹843 Cr). Highest AUM (₹9,149 Cr). Point 2 Oldest track record among peers (12 yrs). Established history (12+ yrs). Established history (12+ yrs). Established history (12+ yrs). Established history (8+ yrs). Established history (12+ yrs). Established history (8+ yrs). Established history (11+ yrs). Established history (12+ 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: 22.98% (top quartile). 5Y return: 17.39% (lower mid). 5Y return: 22.23% (top quartile). 5Y return: 21.04% (upper mid). 5Y return: 18.66% (lower mid). 5Y return: 19.12% (upper mid). 5Y return: 14.68% (bottom quartile). 5Y return: 12.32% (bottom quartile). 5Y return: 6.30% (bottom quartile). Point 6 3Y return: 22.45% (top quartile). 3Y return: 21.35% (top quartile). 3Y return: 19.64% (upper mid). 3Y return: 17.57% (upper mid). 3Y return: 16.49% (lower mid). 3Y return: 16.48% (lower mid). 3Y return: 16.06% (bottom quartile). 3Y return: 12.69% (bottom quartile). 3Y return: 7.67% (bottom quartile). Point 7 1Y return: 0.37% (bottom quartile). 1Y return: 9.34% (top quartile). 1Y return: 8.61% (upper mid). 1Y return: 5.12% (bottom quartile). 1Y return: 3.88% (bottom quartile). 1Y return: 6.89% (lower mid). 1Y return: 7.68% (upper mid). 1Y return: 10.27% (top quartile). 1Y return: 7.10% (lower mid). Point 8 1M return: 4.04% (top quartile). 1M return: 4.43% (top quartile). 1M return: 3.56% (lower mid). 1M return: 3.99% (upper mid). 1M return: 2.74% (bottom quartile). 1M return: 3.96% (upper mid). 1M return: 3.88% (lower mid). 1M return: 1.93% (bottom quartile). 1M return: 0.52% (bottom quartile). Point 9 Alpha: -6.98 (bottom quartile). Alpha: 0.00 (upper mid). Alpha: 2.53 (top quartile). Alpha: -1.46 (bottom quartile). Alpha: -0.29 (bottom quartile). Alpha: 0.39 (top quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (lower mid). Point 10 Sharpe: -1.08 (bottom quartile). Sharpe: -0.40 (upper mid). Sharpe: -0.37 (upper mid). Sharpe: -0.74 (bottom quartile). Sharpe: -0.61 (bottom quartile). Sharpe: -0.60 (lower mid). Sharpe: -0.48 (lower mid). Sharpe: 0.22 (top quartile). Sharpe: 2.56 (top quartile). JM Balanced Fund - Direct
UTI Wealth Builder Fund - Direct
Edelweiss Prudent Advantage Fund - Direct
UTI Balanced Fund - Direct
BNP Paribas Balanced Fund - Direct
Franklin India Balanced Fund - Direct
Axis Dynamic Equity Fund - Direct
Edelweiss Equity Savings Advantage Fund - Direct
UTI SPREAD Fund - Direct
To provide steady current income as well as long term growth of capital. Below is the key information for JM Balanced Fund - Direct Returns up to 1 year are on 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. Research Highlights for UTI Wealth Builder Fund - Direct Below is the key information for UTI Wealth Builder 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 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 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 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. JM Balanced Fund - Direct
JM Balanced Fund - Direct
Growth Launch Date 1 Jan 13 NAV (29 Oct 25) ₹141.62 ↑ 0.39 (0.27 %) Net Assets (Cr) ₹804 on 31 Aug 25 Category Hybrid - Hybrid Equity AMC JM Financial Asset Management Limited Rating Risk Moderately High Expense Ratio 0.63 Sharpe Ratio -1.08 Information Ratio 1.29 Alpha Ratio -6.98 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 30 Sep 20 ₹10,000 30 Sep 21 ₹15,570 30 Sep 22 ₹15,270 30 Sep 23 ₹19,859 30 Sep 24 ₹29,673 30 Sep 25 ₹27,847 Returns for JM Balanced Fund - Direct
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Oct 25 Duration Returns 1 Month 4% 3 Month 3.3% 6 Month 7.3% 1 Year 0.4% 3 Year 22.5% 5 Year 23% 10 Year 15 Year Since launch 14.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 29.3% 2023 35.5% 2022 9.1% 2021 23.9% 2020 31.5% 2019 -6.8% 2018 2.5% 2017 18.6% 2016 3.8% 2015 1.3% Fund Manager information for JM Balanced Fund - Direct
Name Since Tenure Satish Ramanathan 1 Oct 24 1 Yr. Asit Bhandarkar 31 Dec 21 3.75 Yr. Ruchi Fozdar 4 Oct 24 0.99 Yr. Deepak Gupta 11 Apr 25 0.47 Yr. Data below for JM Balanced Fund - Direct as on 31 Aug 25
Asset Allocation
Asset Class Value Cash 2.73% Equity 77.96% Debt 19.31% Equity Sector Allocation
Sector Value Financial Services 20.87% Technology 14.22% Industrials 13.17% Consumer Cyclical 12.45% Basic Materials 6.37% Health Care 3.84% Communication Services 3.78% Consumer Defensive 3.26% Debt Sector Allocation
Sector Value Corporate 12.26% Government 8.75% Cash Equivalent 1.03% Credit Quality
Rating Value AA 3.63% AAA 96.37% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 24 | HDFCBANK4% ₹33 Cr 350,000
↑ 50,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 24 | BHARTIARTL4% ₹30 Cr 160,246
↓ -19,754 Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Jan 25 | UJJIVANSFB3% ₹28 Cr 5,950,865 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jan 25 | 5000343% ₹27 Cr 275,040 Waaree Energies Ltd (Technology)
Equity, Since 31 May 25 | 5442773% ₹26 Cr 77,000 6.33% Govt Stock 2035
Sovereign Bonds | -3% ₹25 Cr 2,575,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 21 | LT3% ₹25 Cr 68,000
↓ -20,520 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 May 25 | MCX3% ₹24 Cr 30,676
↓ -324 6.68% Govt Stock 2040
Sovereign Bonds | -3% ₹23 Cr 2,300,000
↑ 500,000 Tech Mahindra Ltd (Technology)
Equity, Since 31 Dec 23 | 5327553% ₹21 Cr 150,000
↓ -35,000 2. UTI Wealth Builder Fund - Direct
UTI Wealth Builder Fund - Direct
Growth Launch Date 1 Jan 13 NAV (29 Oct 25) ₹86.4979 ↑ 0.47 (0.55 %) Net Assets (Cr) ₹5,941 on 31 Aug 25 Category Hybrid - Multi Asset AMC UTI Asset Management Company Ltd Rating Risk Moderately High Expense Ratio 0.64 Sharpe Ratio -0.4 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 30 Sep 20 ₹10,000 30 Sep 21 ₹12,359 30 Sep 22 ₹12,588 30 Sep 23 ₹15,040 30 Sep 24 ₹21,432 30 Sep 25 ₹21,728 Returns for UTI Wealth Builder Fund - Direct
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Oct 25 Duration Returns 1 Month 4.4% 3 Month 5.7% 6 Month 8.4% 1 Year 9.3% 3 Year 21.4% 5 Year 17.4% 10 Year 15 Year Since launch 10.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 21.9% 2023 30.2% 2022 5.3% 2021 12.7% 2020 14% 2019 4.8% 2018 0.5% 2017 18.2% 2016 8% 2015 -3.1% Fund Manager information for UTI Wealth Builder Fund - Direct
Name Since Tenure Sharwan Kumar Goyal 12 Nov 21 3.89 Yr. Jaydeep Bhowal 1 Oct 24 1 Yr. Data below for UTI Wealth Builder Fund - Direct as on 31 Aug 25
Asset Allocation
Asset Class Value Cash 8.59% Equity 68.48% Debt 10.76% Other 12.17% Equity Sector Allocation
Sector Value Financial Services 15.55% Technology 12.08% Consumer Defensive 9.09% Health Care 7.17% Basic Materials 7.11% Consumer Cyclical 4.87% Industrials 3.27% Real Estate 3.15% Communication Services 3.09% Energy 2.88% Utility 0.04% Debt Sector Allocation
Sector Value Cash Equivalent 8.56% Government 7.81% Corporate 2.98% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity UTI Gold ETF
- | -12% ₹749 Cr 76,977,316 ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 24 | ICICIBANK3% ₹208 Cr 1,545,991
↓ -29,029 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIARTL3% ₹189 Cr 1,004,792
↑ 25,809 ITC Ltd (Consumer Defensive)
Equity, Since 31 Oct 22 | ITC3% ₹160 Cr 3,973,216
↑ 592,526 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 25 | HDFCBANK2% ₹149 Cr 1,571,082
↑ 518 Infosys Ltd (Technology)
Equity, Since 31 Mar 24 | INFY2% ₹147 Cr 1,016,194
↑ 61,972 Bajaj Finserv Ltd (Financial Services)
Equity, Since 29 Feb 24 | 5329782% ₹140 Cr 700,240
↑ 133,471 HCL Technologies Ltd (Technology)
Equity, Since 31 Oct 24 | HCLTECH2% ₹132 Cr 951,398
↑ 72,246 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 29 Feb 24 | SUNPHARMA2% ₹129 Cr 811,981
↓ -37,173 Tata Consultancy Services Ltd (Technology)
Equity, Since 29 Feb 24 | TCS2% ₹124 Cr 430,486
↑ 37,386 3. Edelweiss Prudent Advantage Fund - Direct
Edelweiss Prudent Advantage Fund - Direct
Growth Launch Date 1 Jan 13 NAV (29 Oct 25) ₹75.56 ↑ 0.24 (0.32 %) Net Assets (Cr) ₹3,045 on 31 Aug 25 Category Hybrid - Multi Asset AMC Edelweiss Asset Management Limited Rating Risk Moderately High Expense Ratio 0.37 Sharpe Ratio -0.37 Information Ratio 2.42 Alpha Ratio 2.53 Min Investment 5,000 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹14,959 30 Sep 22 ₹15,840 30 Sep 23 ₹19,320 30 Sep 24 ₹26,871 30 Sep 25 ₹26,949 Returns for Edelweiss Prudent Advantage Fund - Direct
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Oct 25 Duration Returns 1 Month 3.6% 3 Month 3.7% 6 Month 7.6% 1 Year 8.6% 3 Year 19.6% 5 Year 22.2% 10 Year 15 Year Since launch 14.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 22.2% 2023 27.7% 2022 7.4% 2021 29.5% 2020 14.5% 2019 12.1% 2018 0.8% 2017 26.8% 2016 0.6% 2015 2.7% Fund Manager information for Edelweiss Prudent Advantage Fund - Direct
Name Since Tenure Bhavesh Jain 14 Oct 15 9.97 Yr. Bharat Lahoti 1 Oct 21 4 Yr. Rahul Dedhia 1 Jul 24 1.25 Yr. Pranavi Kulkarni 1 Aug 24 1.16 Yr. Data below for Edelweiss Prudent Advantage Fund - Direct as on 31 Aug 25
Asset Allocation
Asset Class Value Cash 8.79% Equity 76.79% Debt 14.4% Other 0.01% Equity Sector Allocation
Sector Value Financial Services 23.36% Health Care 9.01% Consumer Cyclical 8.64% Technology 7.78% Industrials 6.48% Basic Materials 5.79% Consumer Defensive 4.27% Communication Services 3.93% Utility 2.8% Energy 2.6% Real Estate 0.32% Debt Sector Allocation
Sector Value Cash Equivalent 8.06% Corporate 7.96% Government 7.19% Credit Quality
Rating Value AAA 99.95% Top Securities Holdings / Portfolio
Name Holding Value Quantity National Bank For Agriculture And Rural Development
Debentures | -6% ₹191 Cr 19,000,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | ICICIBANK6% ₹185 Cr 1,373,985 Edelweiss Liquid Dir Gr
Investment Fund | -5% ₹151 Cr 436,108 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 15 | HDFCBANK5% ₹149 Cr 1,569,936 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL3% ₹93 Cr 495,854 Infosys Ltd (Technology)
Equity, Since 31 May 15 | INFY3% ₹89 Cr 616,103
↑ 243,026 Aditya Birla Capital Limited
Debentures | -2% ₹76 Cr 7,500,000 Hdb Financial Services Limited
Debentures | -2% ₹76 Cr 7,500,000 State Bank of India (Financial Services)
Equity, Since 30 Jun 15 | SBIN2% ₹74 Cr 853,714
↑ 151,881 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 28 Feb 17 | MARUTI2% ₹74 Cr 46,457
↑ 6,826 4. UTI Balanced Fund - Direct
UTI Balanced Fund - Direct
Growth Launch Date 1 Jan 13 NAV (29 Oct 25) ₹445.237 ↑ 1.33 (0.30 %) Net Assets (Cr) ₹6,302 on 31 Aug 25 Category Hybrid - Hybrid Equity AMC UTI Asset Management Company Ltd Rating Risk Moderately High Expense Ratio 1.25 Sharpe Ratio -0.74 Information Ratio 1.76 Alpha Ratio -1.46 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 30 Sep 20 ₹10,000 30 Sep 21 ₹15,535 30 Sep 22 ₹15,798 30 Sep 23 ₹19,042 30 Sep 24 ₹26,123 30 Sep 25 ₹25,428 Returns for UTI Balanced Fund - Direct
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Oct 25 Duration Returns 1 Month 4% 3 Month 2.5% 6 Month 6% 1 Year 5.1% 3 Year 17.6% 5 Year 21% 10 Year 15 Year Since launch 13.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 20.5% 2023 26.2% 2022 6.3% 2021 31.3% 2020 14.1% 2019 3.1% 2018 -4.9% 2017 26.6% 2016 9.4% 2015 2.8% Fund Manager information for UTI Balanced Fund - Direct
Name Since Tenure V Srivatsa 24 Sep 09 16.03 Yr. Sunil Patil 5 Feb 18 7.65 Yr. Data below for UTI Balanced Fund - Direct as on 31 Aug 25
Asset Allocation
Asset Class Value Cash 1.78% Equity 71.71% Debt 26.51% Equity Sector Allocation
Sector Value Financial Services 22.18% Consumer Cyclical 7.75% Technology 7.17% Industrials 5.77% Energy 5.47% Basic Materials 5.02% Health Care 4.98% Consumer Defensive 4.76% Communication Services 4.05% Real Estate 2.96% Utility 1.59% Debt Sector Allocation
Sector Value Government 17.78% Corporate 8.49% Cash Equivalent 2.02% Credit Quality
Rating Value AA 1.07% AAA 98.93% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 29 Feb 20 | HDFCBANK6% ₹393 Cr 4,127,946
↓ -122,500 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 10 | ICICIBANK5% ₹313 Cr 2,318,644
↓ -50,000 Infosys Ltd (Technology)
Equity, Since 31 Mar 06 | INFY4% ₹225 Cr 1,559,346
↑ 50,000 ITC Ltd (Consumer Defensive)
Equity, Since 31 Aug 06 | ITC3% ₹186 Cr 4,639,969
↑ 150,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 19 | RELIANCE3% ₹186 Cr 1,363,588
↑ 98,000 6.92% Govt Stock 2039
Sovereign Bonds | -3% ₹171 Cr 1,700,000,000 6.33% Govt Stock 2035
Sovereign Bonds | -2% ₹149 Cr 1,514,590,000 Vedanta Ltd (Basic Materials)
Equity, Since 30 Apr 24 | 5002952% ₹131 Cr 2,820,574 7.32% Govt Stock 2030
Sovereign Bonds | -2% ₹125 Cr 1,200,000,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 24 | MARUTI2% ₹120 Cr 74,858 5. BNP Paribas Balanced Fund - Direct
BNP Paribas Balanced Fund - Direct
Growth Launch Date 7 Apr 17 NAV (29 Oct 25) ₹32.4241 ↑ 0.09 (0.27 %) Net Assets (Cr) ₹1,223 on 31 Aug 25 Category Hybrid - Hybrid Equity AMC BNP Paribas Asset Mgmt India Pvt. Ltd Rating Risk Moderately High Expense Ratio 0.52 Sharpe Ratio -0.61 Information Ratio 1.47 Alpha Ratio -0.29 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 30 Sep 20 ₹10,000 30 Sep 21 ₹14,731 30 Sep 22 ₹14,801 30 Sep 23 ₹17,397 30 Sep 24 ₹23,879 30 Sep 25 ₹23,328 Returns for BNP Paribas Balanced Fund - Direct
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Oct 25 Duration Returns 1 Month 2.7% 3 Month 2.2% 6 Month 6.1% 1 Year 3.9% 3 Year 16.5% 5 Year 18.7% 10 Year 15 Year Since launch 14.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 21.2% 2023 23% 2022 6.1% 2021 24.3% 2020 16.8% 2019 18% 2018 2% 2017 2016 2015 Fund Manager information for BNP Paribas Balanced Fund - Direct
Name Since Tenure Jitendra Sriram 16 Jun 22 3.29 Yr. Gurvinder Wasan 21 Oct 24 0.94 Yr. Pratish Krishnan 14 Mar 22 3.55 Yr. Data below for BNP Paribas Balanced Fund - Direct as on 31 Aug 25
Asset Allocation
Asset Class Value Cash 2.21% Equity 68.95% Debt 28.85% Equity Sector Allocation
Sector Value Financial Services 21.38% Industrials 11.6% Consumer Cyclical 9.53% Energy 6.38% Technology 5.65% Consumer Defensive 4.86% Basic Materials 3.71% Health Care 2.38% Communication Services 2.07% Utility 0.84% Real Estate 0.55% Debt Sector Allocation
Sector Value Corporate 14.28% Government 14.09% Cash Equivalent 2.68% Credit Quality
Rating Value AA 18.69% AAA 81.31% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 17 | HDFCBANK6% ₹77 Cr 810,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 17 | ICICIBANK6% ₹72 Cr 531,000 Reliance Industries Ltd (Energy)
Equity, Since 31 May 21 | RELIANCE5% ₹58 Cr 423,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 21 | LT4% ₹49 Cr 135,000 6.79% Govt Stock 2034
Sovereign Bonds | -3% ₹37 Cr 3,650,000
↑ 750,000 6.33% Govt Stock 2035
Sovereign Bonds | -3% ₹36 Cr 3,700,000
↑ 1,700,000 Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 23 | POWERINDIA3% ₹36 Cr 19,800 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 23 | KOTAKBANK2% ₹29 Cr 144,000 ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 21 | ITC2% ₹28 Cr 702,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 19 | BHARTIARTL2% ₹25 Cr 135,000 6. Franklin India Balanced Fund - Direct
Franklin India Balanced Fund - Direct
Growth Launch Date 1 Jan 13 NAV (29 Oct 25) ₹318.167 ↑ 0.97 (0.30 %) Net Assets (Cr) ₹2,273 on 30 Sep 25 Category Hybrid - Hybrid Equity AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating Risk Moderately High Expense Ratio 1.04 Sharpe Ratio -0.6 Information Ratio 1.14 Alpha Ratio 0.39 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 30 Sep 20 ₹10,000 30 Sep 21 ₹15,305 30 Sep 22 ₹15,421 30 Sep 23 ₹18,179 30 Sep 24 ₹24,068 30 Sep 25 ₹24,033 Returns for Franklin India Balanced Fund - Direct
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Oct 25 Duration Returns 1 Month 4% 3 Month 2.6% 6 Month 6.3% 1 Year 6.9% 3 Year 16.5% 5 Year 19.1% 10 Year 15 Year Since launch 14.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 18.9% 2023 23.9% 2022 5.8% 2021 25% 2020 14.8% 2019 9.1% 2018 -0.4% 2017 22.8% 2016 9.2% 2015 6.1% Fund Manager information for Franklin India Balanced Fund - Direct
Name Since Tenure Ajay Argal 4 Oct 24 0.99 Yr. Anuj Tagra 7 Mar 24 1.57 Yr. Chandni Gupta 7 Mar 24 1.57 Yr. Sandeep Manam 18 Oct 21 3.95 Yr. Rajasa Kakulavarapu 6 Sep 21 4.07 Yr. Data below for Franklin India Balanced Fund - Direct as on 30 Sep 25
Asset Allocation
Asset Class Value Cash 5.2% Equity 70.18% Debt 24.62% Equity Sector Allocation
Sector Value Financial Services 21.95% Consumer Cyclical 10.54% Industrials 8.71% Technology 4.86% Health Care 4.83% Utility 3.96% Communication Services 3.83% Basic Materials 3.64% Consumer Defensive 3.42% Energy 2.88% Real Estate 1.55% Debt Sector Allocation
Sector Value Corporate 20.51% Cash Equivalent 5.2% Government 4.11% Credit Quality
Rating Value AA 32.08% AAA 67.92% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK7% ₹161 Cr 1,695,000
↑ 40,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK5% ₹124 Cr 920,000
↑ 61,500 Jubilant Bevco Limited
Debentures | -5% ₹105 Cr 9,994 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT4% ₹82 Cr 225,000
↑ 15,000 Jubilant Beverages Limited
Debentures | -3% ₹75 Cr 7,150 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 05 | BHARTIARTL3% ₹73 Cr 388,000
↑ 35,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 5322153% ₹70 Cr 620,000
↑ 40,000 Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE3% ₹65 Cr 480,000
↑ 20,000 Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY3% ₹63 Cr 440,000 Poonawalla Fincorp Limited
Debentures | -2% ₹52 Cr 5,000 7. Axis Dynamic Equity Fund - Direct
Axis Dynamic Equity Fund - Direct
Growth Launch Date 1 Aug 17 NAV (29 Oct 25) ₹24.12 ↑ 0.10 (0.42 %) Net Assets (Cr) ₹3,489 on 31 Aug 25 Category Hybrid - Dynamic Allocation AMC Axis Asset Management Company Limited Rating Risk Moderately High Expense Ratio 0.84 Sharpe Ratio -0.48 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 30 Sep 20 ₹10,000 30 Sep 21 ₹12,903 30 Sep 22 ₹12,912 30 Sep 23 ₹14,643 30 Sep 24 ₹19,525 30 Sep 25 ₹19,703 Returns for Axis Dynamic Equity Fund - Direct
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Oct 25 Duration Returns 1 Month 3.9% 3 Month 3.7% 6 Month 5.4% 1 Year 7.7% 3 Year 16.1% 5 Year 14.7% 10 Year 15 Year Since launch 11.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 19% 2023 21.5% 2022 0.9% 2021 17.2% 2020 11.4% 2019 7.5% 2018 4.5% 2017 2016 2015 Fund Manager information for Axis Dynamic Equity Fund - Direct
Name Since Tenure Devang Shah 5 Apr 24 1.49 Yr. Hardik Shah 31 Jan 22 3.67 Yr. Jayesh Sundar 28 Sep 23 2.01 Yr. Data below for Axis Dynamic Equity Fund - Direct as on 31 Aug 25
Asset Allocation
Asset Class Value Cash 19.21% Equity 57.94% Debt 22.85% Equity Sector Allocation
Sector Value Financial Services 22.29% Technology 8.14% Industrials 7.02% Energy 6.86% Consumer Cyclical 6.85% Health Care 5.28% Consumer Defensive 4.2% Basic Materials 3.67% Utility 2.34% Communication Services 2.02% Real Estate 1.37% Debt Sector Allocation
Sector Value Cash Equivalent 17.58% Corporate 16.56% Government 7.92% Credit Quality
Rating Value AA 21.83% AAA 78.17% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 17 | RELIANCE5% ₹196 Cr 1,436,051 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 17 | HDFCBANK5% ₹185 Cr 1,949,910 State Bank of India (Financial Services)
Equity, Since 31 May 21 | SBIN5% ₹170 Cr 1,945,555
↑ 210,750 Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY4% ₹127 Cr 878,156
↑ 38,233 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK4% ₹126 Cr 933,619
↓ -49,700 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Jul 20 | M&M3% ₹106 Cr 308,627
↑ 25,600 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 21 | LT2% ₹89 Cr 242,401
↑ 7,592 7.18% Govt Stock 2033
Sovereign Bonds | -2% ₹77 Cr 7,500,000
↑ 1,500,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Aug 17 | 5000342% ₹77 Cr 771,940 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 22 | BHARTIARTL2% ₹66 Cr 351,960
↓ -19,950 8. Edelweiss Equity Savings Advantage Fund - Direct
Edelweiss Equity Savings Advantage Fund - Direct
Growth Launch Date 13 Oct 14 NAV (29 Oct 25) ₹28.7397 ↑ 0.02 (0.07 %) Net Assets (Cr) ₹843 on 31 Aug 25 Category Hybrid - Equity Savings AMC Edelweiss Asset Management Limited Rating Risk Moderately High Expense Ratio 0.59 Sharpe Ratio 0.22 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 30 Sep 20 ₹10,000 30 Sep 21 ₹12,148 30 Sep 22 ₹12,437 30 Sep 23 ₹13,945 30 Sep 24 ₹16,565 30 Sep 25 ₹17,720
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 29 Oct 25 Duration Returns 1 Month 1.9% 3 Month 3.1% 6 Month 6.4% 1 Year 10.3% 3 Year 12.7% 5 Year 12.3% 10 Year 15 Year Since launch 10% Historical performance (Yearly) on absolute basis
Year Returns 2024 14.5% 2023 14.3% 2022 4.6% 2021 13.1% 2020 14.1% 2019 8.1% 2018 4.9% 2017 15.8% 2016 4.9% 2015 5.8% Fund Manager information for Edelweiss Equity Savings Advantage Fund - Direct
Name Since Tenure Bhavesh Jain 1 Oct 21 4 Yr. Bharat Lahoti 18 Sep 17 8.04 Yr. Rahul Dedhia 1 Jul 24 1.25 Yr. Pranavi Kulkarni 1 Aug 24 1.16 Yr. Data below for Edelweiss Equity Savings Advantage Fund - Direct as on 31 Aug 25
Asset Allocation
Asset Class Value Cash 63.75% Equity 25.56% Debt 10.67% Other 0.02% Equity Sector Allocation
Sector Value Financial Services 20.47% Basic Materials 11.22% Energy 6.58% Industrials 5.32% Consumer Cyclical 5.08% Communication Services 4.96% Health Care 4.23% Technology 3.57% Utility 1.98% Consumer Defensive 1.57% Real Estate 1.31% Debt Sector Allocation
Sector Value Cash Equivalent 59.59% Government 7.57% Corporate 7.25% Credit Quality
Rating Value AAA 99.96% Top Securities Holdings / Portfolio
Name Holding Value Quantity Edelweiss Money Market Dir Gr
Investment Fund | -8% ₹76 Cr 23,697,253 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 21 | RELIANCE5% ₹48 Cr 352,751
↑ 21,500 HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 18 | HDFCBANK4% ₹41 Cr 435,414
↑ 58,300 Future on Reliance Industries Ltd
Derivatives | -4% -₹37 Cr 271,000
↑ 11,000 Edelweiss Low Duration Dir Gr
Investment Fund | -4% ₹35 Cr 340,264 Future on UPL Ltd
Derivatives | -3% -₹32 Cr 489,155 UPL Ltd (Basic Materials)
Equity, Since 31 May 25 | UPL3% ₹32 Cr 489,155 Future on HDFC Bank Ltd
Derivatives | -3% -₹29 Cr 306,900
↑ 41,800 ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 18 | ICICIBANK3% ₹27 Cr 203,229
↑ 63,000 7.18% Govt Stock 2033
Sovereign Bonds | -3% ₹26 Cr 2,500,000 9. UTI SPREAD Fund - Direct
UTI SPREAD Fund - Direct
Growth Launch Date 23 Jan 13 NAV (29 Oct 25) ₹38.0148 ↓ -0.01 (-0.03 %) Net Assets (Cr) ₹9,149 on 31 Aug 25 Category Hybrid - Arbitrage AMC UTI Asset Management Company Ltd Rating Risk Moderately Low Expense Ratio 0.3 Sharpe Ratio 2.56 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 30 Sep 20 ₹10,000 30 Sep 21 ₹10,450 30 Sep 22 ₹10,877 30 Sep 23 ₹11,695 30 Sep 24 ₹12,641 30 Sep 25 ₹13,556 Returns for UTI SPREAD Fund - Direct
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Oct 25 Duration Returns 1 Month 0.5% 3 Month 1.5% 6 Month 3% 1 Year 7.1% 3 Year 7.7% 5 Year 6.3% 10 Year 15 Year Since launch 6.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 8.3% 2023 7.8% 2022 4.6% 2021 4.5% 2020 5% 2019 6.7% 2018 6.7% 2017 6.2% 2016 7% 2015 8.2% Fund Manager information for UTI SPREAD Fund - Direct
Name Since Tenure Amit Sharma 2 Jul 18 7.25 Yr. Sharwan Kumar Goyal 1 Jan 21 4.75 Yr. Data below for UTI SPREAD Fund - Direct as on 31 Aug 25
Asset Allocation
Asset Class Value Cash 96.47% Debt 3.97% Other 0.05% Equity Sector Allocation
Sector Value Financial Services 31.03% Consumer Cyclical 9.56% Basic Materials 8.05% Industrials 5.25% Consumer Defensive 5.05% Energy 5% Technology 4.27% Health Care 4.02% Communication Services 3.74% Utility 2.09% Real Estate 1.54% Debt Sector Allocation
Sector Value Cash Equivalent 87.52% Corporate 9.09% Government 3.84% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity UTI Money Market Dir Gr
Investment Fund | -15% ₹1,345 Cr 4,234,395
↓ -772,239 Future on ICICI Bank Ltd
Derivatives | -4% -₹405 Cr 2,981,300
↑ 2,976,400 Future on HDFC Bank Ltd
Derivatives | -4% -₹403 Cr 4,214,100
↑ 68,200 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 24 | ICICIBANK4% ₹402 Cr 2,981,300
↑ 98,000 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK4% ₹401 Cr 4,214,100
↑ 68,200 Future on Reliance Industries Ltd
Derivatives | -4% -₹368 Cr 2,677,000
↑ 46,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 23 | RELIANCE4% ₹365 Cr 2,677,000
↑ 46,000 Future on Axis Bank Ltd
Derivatives | -4% -₹344 Cr 3,021,875
↑ 273,750 Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 23 | 5322154% ₹342 Cr 3,021,875
↑ 273,750 Future on State Bank of India
Derivatives | -3% -₹313 Cr 3,571,500
↓ -34,500
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 JM Balanced Fund - Direct