एचडीएफसी एमएफ 2022 द्वारा 4 सर्वश्रेष्ठ प्रदर्शन करने वाले बैलेंस्ड फंड

Updated on December 2, 2025 , 6905 views

एचडीएफसी म्यूचुअल फंड भारत में शीर्ष फंड हाउसों में से एक होने के नाते,बैलेंस्ड फंड द्वारा प्रदान किया गयाएएमसी निवेशकों द्वारा सबसे अधिक मांग में से एक हैं। बैलेंस्ड फंड, जिसे हाइब्रिड फंड के रूप में भी जाना जाता है, डेट और इक्विटी इंस्ट्रूमेंट दोनों में पैसा लगाते हैं।

इक्विटी के माध्यम से लंबी अवधि के धन का निर्माण करके और नियमित रिटर्न के माध्यम से पोर्टफोलियो को संतुलित करने में एएमसी मास्टर द्वारा प्रदान की गई संतुलित निधिडेट फंड. कई निवेशक जो नए हैंम्यूचुअल फंड्स पसंद करनानिवेश पहले बैलेंस्ड फंड में, क्योंकि वे अन्य दो म्यूचुअल फंड का स्वाद देते हैं।

इस प्रकार, शीर्ष फंड हाउस में से एक में निवेश करने के इच्छुक निवेशक, एचडीएफसी म्यूचुअल फंड द्वारा इन शीर्ष प्रदर्शन करने वाले संतुलित फंडों को चुन सकते हैं। इन फंडों को एयूएम, पिछले प्रदर्शन आदि जैसे कुछ मानदंडों के आधार पर शॉर्टलिस्ट किया गया है।

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एचडीएफसी म्यूचुअल फंड में निवेश क्यों?

उत्कृष्ट रेटिंग: कंपनी की कई योजनाओं की क्रिसिल रेटिंग तीन और उससे अधिक है।
विकल्पों की विविधता: एचडीएफसी म्यूचुअल फंड में निवेश व्यापक . के साथ आता हैश्रेणी विकल्पों में से।
निवेशक की आवश्यकता को पूरा करना: कंपनी के पास ऐसे उत्पाद हैं जो हर प्रकार के के अनुरूप होंगेइन्वेस्टर. फंड शॉर्ट-टर्म से लेकर लॉन्ग-टर्म और यहां तक कि ओपन-एंडेड से लेकर क्लोज-एंडेड फंड तक होते हैं। कंपनी यह सुनिश्चित करती है कि निवेशक को वह मिले जो उसे चाहिए। यह कम, मध्यम और उच्च जोखिम वाले उत्पाद भी पेश करता है।

बेस्ट एचडीएफसी बैलेंस्ड म्यूचुअल फंड

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
HDFC Equity Savings Fund Growth	₹67.665 ↑ 0.05	₹5,823	2.7	3.6	5.6	9.9	11.2	10.3
HDFC Balanced Advantage Fund Growth	₹532.669 ↑ 0.36	₹106,494	3.9	3.5	4.9	17.4	20.6	16.7
HDFC Hybrid Debt Fund Growth	₹83.4431 ↑ 0.05	₹3,379	2.4	1.2	4.7	9.7	10.2	10.5
HDFC Multi-Asset Fund Growth	₹75.222 ↑ 0.05	₹5,149	4.5	6.6	11.1	14.2	14.5	13.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Dec 25

Research Highlights & Commentary of 4 Funds showcased

Commentary	HDFC Equity Savings Fund	HDFC Balanced Advantage Fund	HDFC Hybrid Debt Fund	HDFC Multi-Asset Fund
Point 1	Upper mid AUM (₹5,823 Cr).	Highest AUM (₹106,494 Cr).	Bottom quartile AUM (₹3,379 Cr).	Lower mid AUM (₹5,149 Cr).
Point 2	Established history (21+ yrs).	Oldest track record among peers (25 yrs).	Established history (21+ yrs).	Established history (20+ yrs).
Point 3	Top rated.	Rating: 4★ (upper mid).	Rating: 4★ (lower mid).	Rating: 3★ (bottom quartile).
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderate.
Point 5	5Y return: 11.19% (lower mid).	5Y return: 20.56% (top quartile).	5Y return: 10.17% (bottom quartile).	5Y return: 14.54% (upper mid).
Point 6	3Y return: 9.86% (lower mid).	3Y return: 17.41% (top quartile).	3Y return: 9.68% (bottom quartile).	3Y return: 14.16% (upper mid).
Point 7	1Y return: 5.57% (upper mid).	1Y return: 4.90% (lower mid).	1Y return: 4.72% (bottom quartile).	1Y return: 11.08% (top quartile).
Point 8	1M return: 0.81% (upper mid).	1M return: 0.42% (bottom quartile).	1M return: 0.49% (lower mid).	1M return: 1.13% (top quartile).
Point 9	Alpha: 0.00 (top quartile).	Alpha: 0.00 (upper mid).	Alpha: 0.00 (lower mid).	Alpha: 0.00 (bottom quartile).
Point 10	Sharpe: -0.14 (lower mid).	Sharpe: -0.02 (upper mid).	Sharpe: -0.26 (bottom quartile).	Sharpe: 0.55 (top quartile).

HDFC Equity Savings Fund

Upper mid AUM (₹5,823 Cr).
Established history (21+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 11.19% (lower mid).
3Y return: 9.86% (lower mid).
1Y return: 5.57% (upper mid).
1M return: 0.81% (upper mid).
Alpha: 0.00 (top quartile).
Sharpe: -0.14 (lower mid).

HDFC Balanced Advantage Fund

Highest AUM (₹106,494 Cr).
Oldest track record among peers (25 yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 20.56% (top quartile).
3Y return: 17.41% (top quartile).
1Y return: 4.90% (lower mid).
1M return: 0.42% (bottom quartile).
Alpha: 0.00 (upper mid).
Sharpe: -0.02 (upper mid).

HDFC Hybrid Debt Fund

Bottom quartile AUM (₹3,379 Cr).
Established history (21+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 10.17% (bottom quartile).
3Y return: 9.68% (bottom quartile).
1Y return: 4.72% (bottom quartile).
1M return: 0.49% (lower mid).
Alpha: 0.00 (lower mid).
Sharpe: -0.26 (bottom quartile).

HDFC Multi-Asset Fund

Lower mid AUM (₹5,149 Cr).
Established history (20+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderate.
5Y return: 14.54% (upper mid).
3Y return: 14.16% (upper mid).
1Y return: 11.08% (top quartile).
1M return: 1.13% (top quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.55 (top quartile).

1. HDFC Equity Savings Fund

The investment objective of the scheme is to provide capital appreciation and income distribution to the investors using arbitrage opportunities, investment in equity / equity related instruments and debt / money market instruments.

Research Highlights for HDFC Equity Savings Fund

Upper mid AUM (₹5,823 Cr).
Established history (21+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 11.19% (lower mid).
3Y return: 9.86% (lower mid).
1Y return: 5.57% (upper mid).
1M return: 0.81% (upper mid).
Alpha: 0.00 (top quartile).
Sharpe: -0.14 (lower mid).
Information ratio: 0.00 (top quartile).

Below is the key information for HDFC Equity Savings Fund

HDFC Equity Savings Fund Growth
Launch Date	17 Sep 04
NAV (04 Dec 25)	₹67.665 ↑ 0.05 (0.07 %)
Net Assets (Cr)	₹5,823 on 31 Oct 25
Category	Hybrid - Equity Savings
AMC	HDFC Asset Management Company Limited
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.9
Sharpe Ratio	-0.14
Information Ratio	0
Alpha Ratio	0
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

HDFC Equity Savings Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518 Invest Now

Returns for HDFC Equity Savings Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Dec 25

Duration	Returns
1 Month	0.8%
3 Month	2.7%
6 Month	3.6%
1 Year	5.6%
3 Year	9.9%
5 Year	11.2%
10 Year
15 Year
Since launch	9.4%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	10.3%
2023	13.8%
2022	6%
2021	16.8%
2020	8.8%
2019	5.8%
2018	0.9%
2017	16.5%
2016	14.1%
2015	2%

Fund Manager information for HDFC Equity Savings Fund

Name	Since	Tenure

Data below for HDFC Equity Savings Fund as on 31 Oct 25

Asset Allocation

Asset Class	Value

Equity Sector Allocation

Sector	Value

Debt Sector Allocation

Sector	Value

Credit Quality

Rating	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

2. HDFC Balanced Advantage Fund

(Erstwhile HDFC Growth Fund and HDFC Prudence Fund)

Aims to generate long term capital appreciation from a portfolio that is invested predominantly in equity and equity related instruments.

Research Highlights for HDFC Balanced Advantage Fund

Highest AUM (₹106,494 Cr).
Oldest track record among peers (25 yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 20.56% (top quartile).
3Y return: 17.41% (top quartile).
1Y return: 4.90% (lower mid).
1M return: 0.42% (bottom quartile).
Alpha: 0.00 (upper mid).
Sharpe: -0.02 (upper mid).
Information ratio: 0.00 (upper mid).

Below is the key information for HDFC Balanced Advantage Fund

HDFC Balanced Advantage Fund Growth
Launch Date	11 Sep 00
NAV (04 Dec 25)	₹532.669 ↑ 0.36 (0.07 %)
Net Assets (Cr)	₹106,494 on 31 Oct 25
Category	Hybrid - Dynamic Allocation
AMC	HDFC Asset Management Company Limited
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.36
Sharpe Ratio	-0.02
Information Ratio	0
Alpha Ratio	0
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

HDFC Balanced Advantage Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644 Invest Now

Returns for HDFC Balanced Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Dec 25

Duration	Returns
1 Month	0.4%
3 Month	3.9%
6 Month	3.5%
1 Year	4.9%
3 Year	17.4%
5 Year	20.6%
10 Year
15 Year
Since launch	18.1%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	16.7%
2023	31.3%
2022	18.8%
2021	26.4%
2020	7.6%
2019	6.9%
2018	-3.1%
2017	27.9%
2016	9.4%
2015	0.3%

Fund Manager information for HDFC Balanced Advantage Fund

Name	Since	Tenure

Data below for HDFC Balanced Advantage Fund as on 31 Oct 25

Asset Allocation

Asset Class	Value

Equity Sector Allocation

Sector	Value

Debt Sector Allocation

Sector	Value

Credit Quality

Rating	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

3. HDFC Hybrid Debt Fund

(Erstwhile HDFC MF Monthly Income Plan - LTP)

The primary objective of Scheme is to generate regular returns through investment primarily in Debt and Money Market Instruments. The secondary objective of the Scheme is to generate long-term capital appreciation by investing a portion of the Scheme`s assets in equity and equity related instruments. However, there can be no assurance that the investment objective of the Scheme will be achieved.

Research Highlights for HDFC Hybrid Debt Fund

Bottom quartile AUM (₹3,379 Cr).
Established history (21+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 10.17% (bottom quartile).
3Y return: 9.68% (bottom quartile).
1Y return: 4.72% (bottom quartile).
1M return: 0.49% (lower mid).
Alpha: 0.00 (lower mid).
Sharpe: -0.26 (bottom quartile).
Information ratio: 0.00 (lower mid).

Below is the key information for HDFC Hybrid Debt Fund

HDFC Hybrid Debt Fund Growth
Launch Date	26 Dec 03
NAV (04 Dec 25)	₹83.4431 ↑ 0.05 (0.06 %)
Net Assets (Cr)	₹3,379 on 31 Oct 25
Category	Hybrid - Hybrid Debt
AMC	HDFC Asset Management Company Limited
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.76
Sharpe Ratio	-0.26
Information Ratio	0
Alpha Ratio	0
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

HDFC Hybrid Debt Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578 Invest Now

Returns for HDFC Hybrid Debt Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Dec 25

Duration	Returns
1 Month	0.5%
3 Month	2.4%
6 Month	1.2%
1 Year	4.7%
3 Year	9.7%
5 Year	10.2%
10 Year
15 Year
Since launch	10.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	10.5%
2023	13.9%
2022	6%
2021	13.4%
2020	10.2%
2019	6.6%
2018	0.6%
2017	10.8%
2016	13%
2015	3.8%

Fund Manager information for HDFC Hybrid Debt Fund

Name	Since	Tenure

Data below for HDFC Hybrid Debt Fund as on 31 Oct 25

Asset Allocation

Asset Class	Value

Equity Sector Allocation

Sector	Value

Debt Sector Allocation

Sector	Value

Credit Quality

Rating	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

4. HDFC Multi-Asset Fund

(Erstwhile HDFC Multiple Yield Fund - Plan 2005)

To generate positive returns over medium time frame with low risk of capital loss over medium time frame. However, there can be no assurance that the investment objective of the Scheme will be achieved

Research Highlights for HDFC Multi-Asset Fund

Lower mid AUM (₹5,149 Cr).
Established history (20+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderate.
5Y return: 14.54% (upper mid).
3Y return: 14.16% (upper mid).
1Y return: 11.08% (top quartile).
1M return: 1.13% (top quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.55 (top quartile).
Information ratio: 0.00 (bottom quartile).

Below is the key information for HDFC Multi-Asset Fund

HDFC Multi-Asset Fund Growth
Launch Date	17 Aug 05
NAV (04 Dec 25)	₹75.222 ↑ 0.05 (0.07 %)
Net Assets (Cr)	₹5,149 on 31 Oct 25
Category	Hybrid - Multi Asset
AMC	HDFC Asset Management Company Limited
Rating	☆☆☆
Risk	Moderate
Expense Ratio	1.85
Sharpe Ratio	0.55
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	300
Exit Load	0-15 Months (1%),15 Months and above(NIL)

Growth of 10,000 investment over the years.

Date	Value

HDFC Multi-Asset Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710 Invest Now

Returns for HDFC Multi-Asset Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Dec 25

Duration	Returns
1 Month	1.1%
3 Month	4.5%
6 Month	6.6%
1 Year	11.1%
3 Year	14.2%
5 Year	14.5%
10 Year
15 Year
Since launch	10.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	13.5%
2023	18%
2022	4.3%
2021	17.9%
2020	20.9%
2019	9.3%
2018	-1.9%
2017	11.8%
2016	8.9%
2015	4.7%

Fund Manager information for HDFC Multi-Asset Fund

Name	Since	Tenure

Data below for HDFC Multi-Asset Fund as on 31 Oct 25

Asset Allocation

Asset Class	Value

Equity Sector Allocation

Sector	Value

Debt Sector Allocation

Sector	Value

Credit Quality

Rating	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

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