Table of Contents
बैलेंस्ड फंड उन निवेशकों में सबसे पसंदीदा विकल्प हैं जो इक्विटी और डेट इंस्ट्रूमेंट दोनों में निवेश करना चाहते हैं। ये फंड इक्विटी और डेट दोनों के बीच संतुलन हासिल करने का एक अवसर प्रदान करते हैं। इक्विटी-ओरिएंटेड बैलेंस्ड फंडों के पास अपने कोष का एक बड़ा हिस्सा (कम से कम 65%) शेयरों में निवेश किया जाता है। ये फंड उन निवेशकों के लिए सबसे उपयुक्त हैं जो रिटर्न का आनंद लेना चाहते हैं, लेकिन सुरक्षा के साथ। आदर्श रूप से, जो निवेशक इक्विटी में अपना निवेश शुरू करना चाहते हैं, वे अपने पोर्टफोलियो में बैलेंस्ड फंड जोड़ सकते हैं। इन फंडों में अन्य की तुलना में कम अस्थिरता हैइक्विटी फ़ंड और उनका रिटर्न से अधिक हैडेट म्यूचुअल फंड. बेहतर परिणामों के लिए, निवेशक इन शॉर्टलिस्टेड बेस्ट बैलेंस्ड इक्विटी फंड्स पर विचार कर सकते हैंएसआईपी निवेश.
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Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) ICICI Prudential Equity and Debt Fund Growth ₹334.87
↑ 1.64 ₹32,429 100 8.6 19.1 42.2 25.8 20.3 28.2 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹32.65
↑ 0.13 ₹657 1,000 5.5 16.5 48.4 24.4 20.4 33.7 JM Equity Hybrid Fund Growth ₹105.861
↑ 0.80 ₹202 500 8.2 20.2 50.1 22 17.6 33.8 UTI Hybrid Equity Fund Growth ₹343.536
↑ 1.70 ₹5,243 500 4.4 13.5 34.8 18.8 15.3 25.5 Nippon India Equity Hybrid Fund Growth ₹90.4518
↑ 0.39 ₹3,399 100 4.4 13.2 34.3 17.3 10.7 24.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Mar 24 संतुलित इक्विटी
ऊपर एयूएम/शुद्ध संपत्ति वाले फंड100 करोड़
. पर छाँटा गयापिछले 3 साल का रिटर्न
.
(Erstwhile ICICI Prudential Balanced Fund) To generate long term capital appreciation and current income from a portfolio
that is invested in equity and equity related securities as well as in fixed income
securities. ICICI Prudential Equity and Debt Fund is a Hybrid - Hybrid Equity fund was launched on 3 Nov 99. It is a fund with Moderately High risk and has given a Below is the key information for ICICI Prudential Equity and Debt Fund Returns up to 1 year are on (Erstwhile BOI AXA Mid Cap Equity And Debt Fund) The scheme's objective is to provide capital appreciation and income distribution to investors from a portfolio constituting of mid cap equity and equity related securities as well as fixed income securities.However there can be no assurance that the investment objectives of the Scheme will be realized BOI AXA Mid and Small Cap Equity and Debt Fund is a Hybrid - Hybrid Equity fund was launched on 20 Jul 16. It is a fund with Moderately High risk and has given a Below is the key information for BOI AXA Mid and Small Cap Equity and Debt Fund Returns up to 1 year are on (Erstwhile JM Balanced Fund) To provide steady current income as well as long term growth of capital. JM Equity Hybrid Fund is a Hybrid - Hybrid Equity fund was launched on 1 Apr 95. It is a fund with Moderately High risk and has given a Below is the key information for JM Equity Hybrid Fund Returns up to 1 year are on (Erstwhile UTI Balanced Fund) 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. UTI Hybrid Equity Fund is a Hybrid - Hybrid Equity fund was launched on 2 Jan 95. It is a fund with Moderately High risk and has given a Below is the key information for UTI Hybrid Equity Fund Returns up to 1 year are on (Erstwhile Reliance Regular Savings Fund - Balanced Plan) The primary investment objective of this option is to generate consistent returns and appreciation of capital by investing in mix of securities comprising of Equity, Equity related instruments & fixed income instruments. Nippon India Equity Hybrid Fund is a Hybrid - Hybrid Equity fund was launched on 8 Jun 05. It is a fund with Moderately High risk and has given a Below is the key information for Nippon India Equity Hybrid Fund Returns up to 1 year are on 1. ICICI Prudential Equity and Debt Fund
CAGR/Annualized
return of 15.5% since its launch. Ranked 7 in Hybrid Equity
category. Return for 2023 was 28.2% , 2022 was 11.7% and 2021 was 41.7% . ICICI Prudential Equity and Debt Fund
Growth Launch Date 3 Nov 99 NAV (27 Mar 24) ₹334.87 ↑ 1.64 (0.49 %) Net Assets (Cr) ₹32,429 on 29 Feb 24 Category Hybrid - Hybrid Equity AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.78 Sharpe Ratio 3.33 Information Ratio 2.05 Alpha Ratio 9.77 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 28 Feb 19 ₹10,000 29 Feb 20 ₹10,380 28 Feb 21 ₹13,615 28 Feb 22 ₹17,502 28 Feb 23 ₹18,941 29 Feb 24 ₹26,176 Returns for ICICI Prudential Equity and Debt Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 27 Mar 24 Duration Returns 1 Month 1.2% 3 Month 8.6% 6 Month 19.1% 1 Year 42.2% 3 Year 25.8% 5 Year 20.3% 10 Year 15 Year Since launch 15.5% Historical performance (Yearly) on absolute basis
Year Returns 2023 28.2% 2022 11.7% 2021 41.7% 2020 9% 2019 9.3% 2018 -1.9% 2017 24.8% 2016 13.7% 2015 2.1% 2014 45.6% Fund Manager information for ICICI Prudential Equity and Debt Fund
Name Since Tenure Sankaran Naren 7 Dec 15 8.24 Yr. Manish Banthia 19 Sep 13 10.45 Yr. Mittul Kalawadia 29 Dec 20 3.17 Yr. Akhil Kakkar 22 Jan 24 0.11 Yr. Sri Sharma 30 Apr 21 2.84 Yr. Sharmila D’mello 31 Jul 22 1.59 Yr. Data below for ICICI Prudential Equity and Debt Fund as on 29 Feb 24
Asset Allocation
Asset Class Value Cash 7.26% Equity 74.87% Debt 17.86% Equity Sector Allocation
Sector Value Financial Services 19.11% Consumer Cyclical 13.04% Energy 8.58% Utility 8.14% Communication Services 6.14% Health Care 4.83% Technology 4.28% Industrials 3.95% Basic Materials 3% Consumer Defensive 2.09% Real Estate 1.74% Debt Sector Allocation
Sector Value Government 11.46% Cash Equivalent 7.2% Corporate 6.47% Credit Quality
Rating Value A 4.01% AA 24.76% AAA 69.23% Top Securities Holdings / Portfolio
Name Holding Value Quantity NTPC Ltd (Utilities)
Equity, Since 28 Feb 17 | 5325558% ₹2,443 Cr 76,932,803 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | ICICIBANK7% ₹2,261 Cr 21,991,832
↑ 1,000,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 16 | BHARTIARTL5% ₹1,709 Cr 14,595,380
↓ -1,974,100 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | MARUTI4% ₹1,304 Cr 1,280,135
↑ 132,694 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 22 | RELIANCE4% ₹1,272 Cr 4,459,343
↓ -625,000 7.18% Govt Stock 2033
Sovereign Bonds | -4% ₹1,210 Cr 120,666,240
↑ 57,798,630 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 May 16 | SUNPHARMA4% ₹1,131 Cr 7,973,496 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Apr 17 | 5003124% ₹1,101 Cr 43,648,201
↓ -9,109,100 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | HDFCBANK3% ₹1,071 Cr 7,322,170
↑ 2,294,799 Infosys Ltd (Technology)
Equity, Since 30 Jun 16 | INFY3% ₹912 Cr 5,493,506
↓ -316,000 2. BOI AXA Mid and Small Cap Equity and Debt Fund
CAGR/Annualized
return of 16.6% since its launch. Return for 2023 was 33.7% , 2022 was -4.8% and 2021 was 54.5% . BOI AXA Mid and Small Cap Equity and Debt Fund
Growth Launch Date 20 Jul 16 NAV (28 Mar 24) ₹32.65 ↑ 0.13 (0.40 %) Net Assets (Cr) ₹657 on 29 Feb 24 Category Hybrid - Hybrid Equity AMC BOI AXA Investment Mngrs Private Ltd Rating Risk Moderately High Expense Ratio 2.58 Sharpe Ratio 3.13 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 28 Feb 19 ₹10,000 29 Feb 20 ₹10,597 28 Feb 21 ₹13,621 28 Feb 22 ₹18,202 28 Feb 23 ₹18,558 29 Feb 24 ₹27,100 Returns for BOI AXA Mid and Small Cap Equity and Debt Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 27 Mar 24 Duration Returns 1 Month -1.3% 3 Month 5.5% 6 Month 16.5% 1 Year 48.4% 3 Year 24.4% 5 Year 20.4% 10 Year 15 Year Since launch 16.6% Historical performance (Yearly) on absolute basis
Year Returns 2023 33.7% 2022 -4.8% 2021 54.5% 2020 31.1% 2019 -4.7% 2018 -14.2% 2017 47.1% 2016 2015 2014 Fund Manager information for BOI AXA Mid and Small Cap Equity and Debt Fund
Name Since Tenure Alok Singh 16 Feb 17 7.04 Yr. Data below for BOI AXA Mid and Small Cap Equity and Debt Fund as on 29 Feb 24
Asset Allocation
Asset Class Value Cash 18.21% Equity 69.61% Debt 12.18% Equity Sector Allocation
Sector Value Basic Materials 15.02% Consumer Cyclical 12.09% Financial Services 8.69% Health Care 8.63% Industrials 8.35% Technology 4.49% Energy 4.49% Consumer Defensive 3.53% Communication Services 2.18% Utility 2.15% Debt Sector Allocation
Sector Value Government 12.95% Corporate 10.28% Cash Equivalent 7.16% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity Oil India Ltd (Energy)
Equity, Since 31 Mar 23 | OIL3% ₹22 Cr 406,000 Jindal Stainless Ltd (Basic Materials)
Equity, Since 30 Sep 21 | JSL3% ₹20 Cr 305,000
↓ -55,000 Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 31 Jan 24 | 5348162% ₹16 Cr 625,000 Power Grid Corporation Of India Limited
Debentures | -2% ₹15 Cr 150,000,000 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Jul 19 | UNOMINDA2% ₹15 Cr 220,000
↓ -40,000 JK Cement Ltd (Basic Materials)
Equity, Since 31 Aug 22 | JKCEMENT2% ₹14 Cr 31,900 CRISIL Ltd (Financial Services)
Equity, Since 29 Feb 24 | CRISIL2% ₹14 Cr 27,000
↑ 27,000 7.26% Govt Stock 2033
Sovereign Bonds | -2% ₹13 Cr 1,300,000 Astral Ltd (Industrials)
Equity, Since 30 Jun 17 | ASTRAL2% ₹13 Cr 63,000
↓ -9,000 Kotak Mahindra Bank Ltd.
Debentures | -2% ₹13 Cr 1,350,000 3. JM Equity Hybrid Fund
CAGR/Annualized
return of 12.6% since its launch. Ranked 35 in Hybrid Equity
category. Return for 2023 was 33.8% , 2022 was 8.1% and 2021 was 22.9% . JM Equity Hybrid Fund
Growth Launch Date 1 Apr 95 NAV (28 Mar 24) ₹105.861 ↑ 0.80 (0.76 %) Net Assets (Cr) ₹202 on 29 Feb 24 Category Hybrid - Hybrid Equity AMC JM Financial Asset Management Limited Rating ☆ Risk Moderately High Expense Ratio 2.46 Sharpe Ratio 3.61 Information Ratio 1.47 Alpha Ratio 20.88 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 28 Feb 19 ₹10,000 29 Feb 20 ₹8,868 28 Feb 21 ₹12,738 28 Feb 22 ₹14,333 28 Feb 23 ₹15,711 29 Feb 24 ₹23,438 Returns for JM Equity Hybrid Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 27 Mar 24 Duration Returns 1 Month -2.6% 3 Month 8.2% 6 Month 20.2% 1 Year 50.1% 3 Year 22% 5 Year 17.6% 10 Year 15 Year Since launch 12.6% Historical performance (Yearly) on absolute basis
Year Returns 2023 33.8% 2022 8.1% 2021 22.9% 2020 30.5% 2019 -8.1% 2018 1.7% 2017 18.5% 2016 3% 2015 -0.2% 2014 33.4% Fund Manager information for JM Equity Hybrid Fund
Name Since Tenure Asit Bhandarkar 31 Dec 21 2.17 Yr. Gurvinder Wasan 1 Dec 22 1.25 Yr. Chaitanya Choksi 20 Aug 21 2.53 Yr. Data below for JM Equity Hybrid Fund as on 29 Feb 24
Asset Allocation
Asset Class Value Cash 6.67% Equity 75.15% Debt 18.18% Equity Sector Allocation
Sector Value Consumer Cyclical 15.84% Financial Services 14.04% Industrials 12.77% Technology 10.67% Health Care 7.66% Real Estate 4.05% Basic Materials 3.64% Utility 1.98% Energy 1.76% Consumer Defensive 1.46% Communication Services 1.28% Debt Sector Allocation
Sector Value Corporate 10.51% Government 7.68% Cash Equivalent 6.67% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity 7.18% Govt Stock 2037
Sovereign Bonds | -4% ₹9 Cr 900,000 Infosys Ltd (Technology)
Equity, Since 30 Nov 20 | INFY4% ₹7 Cr 44,050
↑ 12,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 21 | ICICIBANK3% ₹7 Cr 64,100
↑ 20,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | M&M3% ₹6 Cr 33,000
↑ 33,000 Sobha Ltd (Real Estate)
Equity, Since 30 Sep 23 | SOBHA3% ₹6 Cr 38,239 REC Ltd (Financial Services)
Equity, Since 30 Nov 22 | 5329553% ₹6 Cr 134,000
↑ 40,000 GE T&D India Ltd (Industrials)
Equity, Since 30 Nov 23 | 5222753% ₹6 Cr 64,050
↑ 6,500 Tata Motors Ltd Class A (Consumer Cyclical)
Equity, Since 31 Jul 23 | TATAMTRDVR3% ₹6 Cr 91,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 29 Feb 24 | TCS3% ₹5 Cr 13,000
↑ 13,000 Voltas Ltd (Industrials)
Equity, Since 31 Oct 23 | VOLTAS2% ₹5 Cr 45,000 4. UTI Hybrid Equity Fund
CAGR/Annualized
return of 15.1% since its launch. Ranked 12 in Hybrid Equity
category. Return for 2023 was 25.5% , 2022 was 5.6% and 2021 was 30.5% . UTI Hybrid Equity Fund
Growth Launch Date 2 Jan 95 NAV (28 Mar 24) ₹343.536 ↑ 1.70 (0.50 %) Net Assets (Cr) ₹5,243 on 29 Feb 24 Category Hybrid - Hybrid Equity AMC UTI Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.95 Sharpe Ratio 2.73 Information Ratio 1.25 Alpha Ratio 3.63 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 28 Feb 19 ₹10,000 29 Feb 20 ₹9,914 28 Feb 21 ₹12,767 28 Feb 22 ₹14,971 28 Feb 23 ₹16,007 29 Feb 24 ₹21,113 Returns for UTI Hybrid Equity Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 27 Mar 24 Duration Returns 1 Month 0.2% 3 Month 4.4% 6 Month 13.5% 1 Year 34.8% 3 Year 18.8% 5 Year 15.3% 10 Year 15 Year Since launch 15.1% Historical performance (Yearly) on absolute basis
Year Returns 2023 25.5% 2022 5.6% 2021 30.5% 2020 13.2% 2019 2.5% 2018 -5.6% 2017 25.7% 2016 8.8% 2015 2.4% 2014 32.8% Fund Manager information for UTI Hybrid Equity Fund
Name Since Tenure V Srivatsa 24 Sep 09 14.44 Yr. Sunil Patil 5 Feb 18 6.07 Yr. Data below for UTI Hybrid Equity Fund as on 29 Feb 24
Asset Allocation
Asset Class Value Cash 3.83% Equity 71.05% Debt 25.12% Equity Sector Allocation
Sector Value Financial Services 22.38% Consumer Cyclical 10.67% Technology 7.6% Industrials 6.12% Health Care 6.09% Energy 5.56% Basic Materials 4.27% Consumer Defensive 3.35% Communication Services 2.11% Utility 1.99% Real Estate 0.91% Debt Sector Allocation
Sector Value Government 16.94% Corporate 8.18% Cash Equivalent 3.83% Credit Quality
Rating Value AA 10.29% AAA 89.71% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 29 Feb 20 | HDFCBANK7% ₹350 Cr 2,389,854
↑ 122,838 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 10 | ICICIBANK5% ₹286 Cr 2,782,126 Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 19 | RELIANCE5% ₹257 Cr 901,799 7.26% Govt Stock 2033
Sovereign Bonds | -5% ₹251 Cr 2,500,000,000 7.18% Govt Stock 2037
Sovereign Bonds | -5% ₹249 Cr 2,500,000,000
↑ 500,000,000 Infosys Ltd (Technology)
Equity, Since 31 Mar 06 | INFY4% ₹231 Cr 1,388,092
↓ -66,830 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 12 | LT3% ₹176 Cr 506,149 ITC Ltd (Consumer Defensive)
Equity, Since 31 Aug 06 | ITC3% ₹144 Cr 3,254,420 7.41% Govt Stock 2036
Sovereign Bonds | -2% ₹127 Cr 1,250,000,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | M&M2% ₹124 Cr 748,614 5. Nippon India Equity Hybrid Fund
CAGR/Annualized
return of 12.4% since its launch. Ranked 8 in Hybrid Equity
category. Return for 2023 was 24.1% , 2022 was 6.6% and 2021 was 27.8% . Nippon India Equity Hybrid Fund
Growth Launch Date 8 Jun 05 NAV (27 Mar 24) ₹90.4518 ↑ 0.39 (0.43 %) Net Assets (Cr) ₹3,399 on 29 Feb 24 Category Hybrid - Hybrid Equity AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.06 Sharpe Ratio 3 Information Ratio 1.25 Alpha Ratio 4.97 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 19 ₹10,000 29 Feb 20 ₹9,819 28 Feb 21 ₹10,807 28 Feb 22 ₹12,465 28 Feb 23 ₹13,262 29 Feb 24 ₹17,483 Returns for Nippon India Equity Hybrid Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 27 Mar 24 Duration Returns 1 Month -0.1% 3 Month 4.4% 6 Month 13.2% 1 Year 34.3% 3 Year 17.3% 5 Year 10.7% 10 Year 15 Year Since launch 12.4% Historical performance (Yearly) on absolute basis
Year Returns 2023 24.1% 2022 6.6% 2021 27.8% 2020 -5.3% 2019 3% 2018 -4.9% 2017 29.5% 2016 4.2% 2015 8.7% 2014 43.2% Fund Manager information for Nippon India Equity Hybrid Fund
Name Since Tenure Meenakshi Dawar 10 Sep 21 2.47 Yr. Kinjal Desai 25 May 18 5.77 Yr. Sushil Budhia 1 Feb 20 4.08 Yr. Akshay Sharma 1 Dec 22 1.25 Yr. Data below for Nippon India Equity Hybrid Fund as on 29 Feb 24
Asset Allocation
Asset Class Value Cash 2.45% Equity 73.4% Debt 23.7% Other 0.44% Equity Sector Allocation
Sector Value Financial Services 22.4% Industrials 8.98% Consumer Cyclical 8.13% Health Care 7.6% Technology 6.63% Energy 5.63% Utility 3.83% Consumer Defensive 3.8% Basic Materials 2.88% Communication Services 2.57% Real Estate 0.95% Debt Sector Allocation
Sector Value Corporate 18.18% Government 5.52% Cash Equivalent 2.45% Credit Quality
Rating Value A 2.59% AA 38.74% AAA 58.66% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK5% ₹166 Cr 1,182,356 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 12 | ICICIBANK5% ₹165 Cr 1,570,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 14 | RELIANCE4% ₹147 Cr 503,000
↓ -45,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 13 | LT4% ₹123 Cr 354,838
↓ -56,000 Infosys Ltd (Technology)
Equity, Since 28 Feb 11 | INFY4% ₹122 Cr 730,000
↓ -150,000 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Oct 11 | SUNPHARMA3% ₹110 Cr 700,000
↓ -50,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 5322153% ₹100 Cr 933,200 NTPC Ltd (Utilities)
Equity, Since 31 Aug 20 | 5325553% ₹99 Cr 2,950,620 State Bank of India (Financial Services)
Equity, Since 31 Jul 16 | SBIN2% ₹82 Cr 1,100,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 19 | BHARTIARTL2% ₹77 Cr 685,000