SIP 2022 के लिए टॉप 5 बैलेंस्ड इक्विटी फंड्स

Updated on September 2, 2026 , 6187 views

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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एसआईपी निवेश के लिए शीर्ष 5 सर्वश्रेष्ठ प्रदर्शन करने वाले बैलेंस्ड इक्विटी फंड FY 22 - 23

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2025 (%)
BOI AXA Mid and Small Cap Equity and Debt Fund Growth	₹43.22 ↑ 0.08	₹1,841	1,000	6.7	16	15	16.2	14	-0.9
Sundaram Equity Hybrid Fund Growth	₹135.137 ↑ 0.78	₹1,954	100	0.5	10.5	27.1	16	14.2
IDBI Hybrid Equity Fund Growth	₹17.1253 ↓ -0.01	₹179	500	7.8	9.8	12.1	14.4	7.1
Baroda Pioneer Hybrid Equity Fund Growth	₹81.2894 ↑ 0.36	₹389	500	-3.5	-0.8	14.8	14.3	11.2
Bandhan Hybrid Equity Fund Growth	₹28.086 ↑ 0.04	₹2,184	100	5.9	7.5	8.2	13.4	10.6	7.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Sep 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	BOI AXA Mid and Small Cap Equity and Debt Fund	Sundaram Equity Hybrid Fund	IDBI Hybrid Equity Fund	Baroda Pioneer Hybrid Equity Fund	Bandhan Hybrid Equity Fund
Point 1	Lower mid AUM (₹1,841 Cr).	Upper mid AUM (₹1,954 Cr).	Bottom quartile AUM (₹179 Cr).	Bottom quartile AUM (₹389 Cr).	Highest AUM (₹2,184 Cr).
Point 2	Established history (10+ yrs).	Oldest track record among peers (26 yrs).	Established history (9+ yrs).	Established history (22+ yrs).	Established history (9+ yrs).
Point 3	Not Rated.	Rating: 2★ (upper mid).	Not Rated.	Top 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.
Point 5	5Y return: 14.01% (upper mid).	5Y return: 14.20% (top quartile).	5Y return: 7.09% (bottom quartile).	5Y return: 11.17% (lower mid).	5Y return: 10.56% (bottom quartile).
Point 6	3Y return: 16.21% (top quartile).	3Y return: 16.03% (upper mid).	3Y return: 14.43% (lower mid).	3Y return: 14.26% (bottom quartile).	3Y return: 13.42% (bottom quartile).
Point 7	1Y return: 15.01% (upper mid).	1Y return: 27.10% (top quartile).	1Y return: 12.06% (bottom quartile).	1Y return: 14.82% (lower mid).	1Y return: 8.23% (bottom quartile).
Point 8	1M return: 2.27% (top quartile).	1M return: 1.80% (lower mid).	1M return: 2.10% (upper mid).	1M return: -2.79% (bottom quartile).	1M return: -0.49% (bottom quartile).
Point 9	Alpha: 0.00 (bottom quartile).	Alpha: 5.81 (lower mid).	Alpha: -0.26 (bottom quartile).	Alpha: 6.53 (top quartile).	Alpha: 5.97 (upper mid).
Point 10	Sharpe: 0.32 (bottom quartile).	Sharpe: 2.64 (top quartile).	Sharpe: 1.03 (lower mid).	Sharpe: 2.59 (upper mid).	Sharpe: 0.05 (bottom quartile).

BOI AXA Mid and Small Cap Equity and Debt Fund

Lower mid AUM (₹1,841 Cr).
Established history (10+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 14.01% (upper mid).
3Y return: 16.21% (top quartile).
1Y return: 15.01% (upper mid).
1M return: 2.27% (top quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.32 (bottom quartile).

Sundaram Equity Hybrid Fund

Upper mid AUM (₹1,954 Cr).
Oldest track record among peers (26 yrs).
Rating: 2★ (upper mid).
Risk profile: Moderately High.
5Y return: 14.20% (top quartile).
3Y return: 16.03% (upper mid).
1Y return: 27.10% (top quartile).
1M return: 1.80% (lower mid).
Alpha: 5.81 (lower mid).
Sharpe: 2.64 (top quartile).

IDBI Hybrid Equity Fund

Bottom quartile AUM (₹179 Cr).
Established history (9+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 7.09% (bottom quartile).
3Y return: 14.43% (lower mid).
1Y return: 12.06% (bottom quartile).
1M return: 2.10% (upper mid).
Alpha: -0.26 (bottom quartile).
Sharpe: 1.03 (lower mid).

Baroda Pioneer Hybrid Equity Fund

Bottom quartile AUM (₹389 Cr).
Established history (22+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 11.17% (lower mid).
3Y return: 14.26% (bottom quartile).
1Y return: 14.82% (lower mid).
1M return: -2.79% (bottom quartile).
Alpha: 6.53 (top quartile).
Sharpe: 2.59 (upper mid).

Bandhan Hybrid Equity Fund

Highest AUM (₹2,184 Cr).
Established history (9+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 10.56% (bottom quartile).
3Y return: 13.42% (bottom quartile).
1Y return: 8.23% (bottom quartile).
1M return: -0.49% (bottom quartile).
Alpha: 5.97 (upper mid).
Sharpe: 0.05 (bottom quartile).

*ऊपर सर्वश्रेष्ठ की सूची हैसंतुलित इक्विटी ऊपर एयूएम/शुद्ध संपत्ति वाले फंड100 करोड़. पर छाँटा गयापिछले 3 साल का रिटर्न.

1. BOI AXA Mid and Small Cap Equity and Debt Fund

(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

Research Highlights for BOI AXA Mid and Small Cap Equity and Debt Fund

Lower mid AUM (₹1,841 Cr).
Established history (10+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 14.01% (upper mid).
3Y return: 16.21% (top quartile).
1Y return: 15.01% (upper mid).
1M return: 2.27% (top quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.32 (bottom quartile).
Information ratio: 0.00 (upper mid).
Top sector: Financial Services.
Top bond sector: Corporate.
Equity-heavy allocation (~68%).
High-quality debt (AAA/AA ~100%).
Largest holding Abbott India Ltd (~2.3%).

Below is the key information for BOI AXA Mid and Small Cap Equity and Debt Fund

BOI AXA Mid and Small Cap Equity and Debt Fund Growth
Launch Date	20 Jul 16
NAV (04 Sep 26)	₹43.22 ↑ 0.08 (0.19 %)
Net Assets (Cr)	₹1,841 on 31 Jul 26
Category	Hybrid - Hybrid Equity
AMC	BOI AXA Investment Mngrs Private Ltd
Rating	Not Rated
Risk	Moderately High
Expense Ratio	2.27
Sharpe Ratio	0.32
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
31 Aug 21	₹10,000
31 Aug 22	₹10,086
31 Aug 23	₹12,166
31 Aug 24	₹17,942
31 Aug 25	₹16,731
31 Aug 26	₹19,518

BOI AXA Mid and Small Cap Equity and Debt 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 BOI AXA Mid and Small Cap Equity and 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 Sep 26

Duration	Returns
1 Month	2.3%
3 Month	6.7%
6 Month	16%
1 Year	15%
3 Year	16.2%
5 Year	14%
10 Year
15 Year
Since launch	15.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	-0.9%
2024	25.8%
2023	33.7%
2022	-4.8%
2021	54.5%
2020	31.1%
2019	-4.7%
2018	-14.2%
2017	47.1%
2016

Fund Manager information for BOI AXA Mid and Small Cap Equity and Debt Fund

Name	Since	Tenure
Alok Singh	16 Feb 17	9.54 Yr.

Data below for BOI AXA Mid and Small Cap Equity and Debt Fund as on 31 Jul 26

Asset Allocation

Asset Class	Value
Cash	18.74%
Equity	67.83%
Debt	13.43%

Equity Sector Allocation

Sector	Value
Financial Services	14.17%
Industrials	12.81%
Health Care	11.36%
Consumer Cyclical	8.73%
Basic Materials	7.58%
Technology	5.85%
Consumer Defensive	3.88%
Energy	1.22%
Real Estate	0.94%
Utility	0.64%
Communication Services	0.39%

Debt Sector Allocation

Sector	Value
Corporate	14.33%
Cash Equivalent	11.46%
Government	6.37%

Credit Quality

Rating	Value
AA	5.14%
AAA	94.86%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Abbott India Ltd (Healthcare) Equity, Since 31 Jan 23 \| ABBOTINDIA	2%	₹42 Cr	15,000
Bank of Maharashtra (Financial Services) Equity, Since 31 May 24 \| MAHABANK	2%	₹40 Cr	5,000,000 ↑ 1,090,000
Mankind Pharma Ltd (Healthcare) Equity, Since 30 Jun 26 \| MANKIND	2%	₹40 Cr	160,000 ↑ 60,000
UNO Minda Ltd (Consumer Cyclical) Equity, Since 31 Jul 19 \| UNOMINDA	2%	₹39 Cr	331,037
Shreeji Shipping Global Ltd (Industrials) Equity, Since 31 Aug 25 \| SHREEJISPG	2%	₹38 Cr	590,000 ↓ -10,000
Aurobindo Pharma Ltd (Healthcare) Equity, Since 31 Jan 26 \| AUROPHARMA	2%	₹38 Cr	240,000
The Federal Bank Ltd (Financial Services) Equity, Since 30 Jun 26 \| FEDERALBNK	2%	₹36 Cr	1,010,004 ↑ 585,004
Balrampur Chini Mills Ltd (Consumer Defensive) Equity, Since 31 Jan 21 \| BALRAMCHIN	2%	₹35 Cr	598,000 ↑ 162,000
Nippon Life India Asset Management Ltd Ordinary Shares (Financial Services) Equity, Since 31 Jan 24 \| 540767	2%	₹35 Cr	300,000
Glenmark Pharmaceuticals Ltd (Healthcare) Equity, Since 31 Jul 25 \| 532296	2%	₹34 Cr	150,000

2. Sundaram Equity Hybrid Fund

(Erstwhile Sundaram Balanced Fund)

The scheme seeks to generate capital appreciation and current income through a judicious mix of investments in equities and fixed income securities.

Research Highlights for Sundaram Equity Hybrid Fund

Upper mid AUM (₹1,954 Cr).
Oldest track record among peers (26 yrs).
Rating: 2★ (upper mid).
Risk profile: Moderately High.
5Y return: 14.20% (top quartile).
3Y return: 16.03% (upper mid).
1Y return: 27.10% (top quartile).
1M return: 1.80% (lower mid).
Alpha: 5.81 (lower mid).
Sharpe: 2.64 (top quartile).
Information ratio: -0.12 (bottom quartile).

Below is the key information for Sundaram Equity Hybrid Fund

Sundaram Equity Hybrid Fund Growth
Launch Date	23 Jun 00
NAV (31 Dec 21)	₹135.137 ↑ 0.78 (0.58 %)
Net Assets (Cr)	₹1,954 on 30 Nov 21
Category	Hybrid - Hybrid Equity
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆
Risk	Moderately High
Expense Ratio	2.18
Sharpe Ratio	2.64
Information Ratio	-0.12
Alpha Ratio	5.81
Min Investment	5,000
Min SIP Investment	100
Exit Load	0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

Date	Value

Sundaram Equity Hybrid 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 Sundaram Equity Hybrid 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 Sep 26

Duration	Returns
1 Month	1.8%
3 Month	0.5%
6 Month	10.5%
1 Year	27.1%
3 Year	16%
5 Year	14.2%
10 Year
15 Year
Since launch	12.8%

Historical performance (Yearly) on absolute basis

Year	Returns
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016

Fund Manager information for Sundaram Equity Hybrid Fund

Name	Since	Tenure

Data below for Sundaram Equity Hybrid Fund as on 30 Nov 21

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. IDBI Hybrid Equity Fund

(Erstwhile IDBI Prudence Fund)

The investment objective of the scheme would be to generate opportunities for capital appreciation along with income by investing in a diversified basket of equity and equity related instruments, debt and money market instruments. However, there can be no assurance that the investment objective of the scheme will be realized.

Research Highlights for IDBI Hybrid Equity Fund

Bottom quartile AUM (₹179 Cr).
Established history (9+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 7.09% (bottom quartile).
3Y return: 14.43% (lower mid).
1Y return: 12.06% (bottom quartile).
1M return: 2.10% (upper mid).
Alpha: -0.26 (bottom quartile).
Sharpe: 1.03 (lower mid).
Information ratio: -1.03 (bottom quartile).

Below is the key information for IDBI Hybrid Equity Fund

IDBI Hybrid Equity Fund Growth
Launch Date	24 Oct 16
NAV (28 Jul 23)	₹17.1253 ↓ -0.01 (-0.05 %)
Net Assets (Cr)	₹179 on 30 Jun 23
Category	Hybrid - Hybrid Equity
AMC	IDBI Asset Management Limited
Rating	Not Rated
Risk	Moderately High
Expense Ratio	2.52
Sharpe Ratio	1.03
Information Ratio	-1.03
Alpha Ratio	-0.26
Min Investment	5,000
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value

IDBI Hybrid Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹367,070.
Net Profit of ₹67,070 Invest Now

Returns for IDBI Hybrid Equity 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 Sep 26

Duration	Returns
1 Month	2.1%
3 Month	7.8%
6 Month	9.8%
1 Year	12.1%
3 Year	14.4%
5 Year	7.1%
10 Year
15 Year
Since launch	8.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016

Fund Manager information for IDBI Hybrid Equity Fund

Name	Since	Tenure

Data below for IDBI Hybrid Equity Fund as on 30 Jun 23

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. Baroda Pioneer Hybrid Equity Fund

(Erstwhile Baroda Pioneer Balance Fund)

The scheme is targeted for long-term capital appreciation along with stability through a well balanced portfolio comprising of equity,equity related instruments, money market instrument and debt securities.

Research Highlights for Baroda Pioneer Hybrid Equity Fund

Bottom quartile AUM (₹389 Cr).
Established history (22+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 11.17% (lower mid).
3Y return: 14.26% (bottom quartile).
1Y return: 14.82% (lower mid).
1M return: -2.79% (bottom quartile).
Alpha: 6.53 (top quartile).
Sharpe: 2.59 (upper mid).
Information ratio: -0.07 (lower mid).

Below is the key information for Baroda Pioneer Hybrid Equity Fund

Baroda Pioneer Hybrid Equity Fund Growth
Launch Date	12 Sep 03
NAV (11 Mar 22)	₹81.2894 ↑ 0.36 (0.45 %)
Net Assets (Cr)	₹389 on 31 Jan 22
Category	Hybrid - Hybrid Equity
AMC	Baroda Pioneer Asset Management Co. Ltd.
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	2.48
Sharpe Ratio	2.59
Information Ratio	-0.07
Alpha Ratio	6.53
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

Baroda Pioneer Hybrid Equity 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 Baroda Pioneer Hybrid Equity 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 Sep 26

Duration	Returns
1 Month	-2.8%
3 Month	-3.5%
6 Month	-0.8%
1 Year	14.8%
3 Year	14.3%
5 Year	11.2%
10 Year
15 Year
Since launch	12%

Historical performance (Yearly) on absolute basis

Year	Returns
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016

Fund Manager information for Baroda Pioneer Hybrid Equity Fund

Name	Since	Tenure

Data below for Baroda Pioneer Hybrid Equity Fund as on 31 Jan 22

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

5. Bandhan Hybrid Equity Fund

(Erstwhile IDFC Balanced Fund)

The Fund seeks to generate long term capital appreciation along with current income by investing in a mix of equity and equity related securities, debt securities and money market instruments. There is no assurance or guarantee that the objectives of the scheme will be realised.

Research Highlights for Bandhan Hybrid Equity Fund

Highest AUM (₹2,184 Cr).
Established history (9+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 10.56% (bottom quartile).
3Y return: 13.42% (bottom quartile).
1Y return: 8.23% (bottom quartile).
1M return: -0.49% (bottom quartile).
Alpha: 5.97 (upper mid).
Sharpe: 0.05 (bottom quartile).
Information ratio: 0.71 (top quartile).
Top sector: Financial Services.
Top bond sector: Corporate.
Equity-heavy allocation (~80%).
High-quality debt (AAA/AA ~100%).
Largest holding Bandhan Low Duration Dir Gr (~6.3%).

Below is the key information for Bandhan Hybrid Equity Fund

Bandhan Hybrid Equity Fund Growth
Launch Date	30 Dec 16
NAV (04 Sep 26)	₹28.086 ↑ 0.04 (0.13 %)
Net Assets (Cr)	₹2,184 on 30 Jun 26
Category	Hybrid - Hybrid Equity
AMC	IDFC Asset Management Company Limited
Rating	Not Rated
Risk	Moderately High
Expense Ratio	2.35
Sharpe Ratio	0.05
Information Ratio	0.71
Alpha Ratio	5.97
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
31 Aug 21	₹10,000
31 Aug 22	₹10,182
31 Aug 23	₹11,301
31 Aug 24	₹14,772
31 Aug 25	₹15,179
31 Aug 26	₹16,768

Bandhan Hybrid Equity 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 Bandhan Hybrid Equity 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 Sep 26

Duration	Returns
1 Month	-0.5%
3 Month	5.9%
6 Month	7.5%
1 Year	8.2%
3 Year	13.4%
5 Year	10.6%
10 Year
15 Year
Since launch	11.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	7.7%
2024	21%
2023	20.4%
2022	-1.1%
2021	30.8%
2020	13.9%
2019	4.7%
2018	-3.8%
2017	16.2%
2016

Fund Manager information for Bandhan Hybrid Equity Fund

Name	Since	Tenure
Harshal Joshi	28 Jul 21	5.1 Yr.
Brijesh Shah	10 Jun 24	2.22 Yr.
Prateek Poddar	7 Jun 24	2.23 Yr.
Ritika Behera	7 Oct 23	2.9 Yr.
Gaurav Satra	7 Jun 24	2.23 Yr.

Data below for Bandhan Hybrid Equity Fund as on 30 Jun 26

Asset Allocation

Asset Class	Value
Cash	4.05%
Equity	79.56%
Debt	16.37%
Other	0.02%

Equity Sector Allocation

Sector	Value
Financial Services	23.56%
Consumer Cyclical	13.26%
Technology	7.36%
Industrials	6.99%
Health Care	6.26%
Basic Materials	6.14%
Consumer Defensive	4.33%
Energy	4.06%
Utility	3.26%
Communication Services	2.72%
Real Estate	1.62%

Debt Sector Allocation

Sector	Value
Corporate	13.36%
Government	5.01%
Cash Equivalent	2.05%

Credit Quality

Rating	Value
AA	3.79%
AAA	96.21%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Bandhan Low Duration Dir Gr Investment Fund \| -	6%	₹151 Cr	35,739,309
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jul 24 \| ICICIBANK	6%	₹142 Cr	991,719 ↑ 32,515
HDFC Bank Ltd (Financial Services) Equity, Since 30 Jun 24 \| HDFCBANK	4%	₹106 Cr	1,418,014 ↑ 99,679
Reliance Industries Ltd (Energy) Equity, Since 30 Apr 20 \| RELIANCE	4%	₹98 Cr	748,094 ↑ 92,900
State Bank of India (Financial Services) Equity, Since 28 Feb 21 \| SBIN	3%	₹75 Cr	726,590 ↑ 70,807
NTPC Ltd (Utilities) Equity, Since 28 Feb 23 \| 532555	3%	₹68 Cr	1,944,414 ↑ 105,958
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 31 May 24 \| M&M	2%	₹54 Cr	159,285 ↑ 11,307
7.3% Govt Stock 2053 Sovereign Bonds \| -	2%	₹54 Cr	5,500,000 ↑ 3,000,000
Bajaj Housing Finance Limited Debentures \| -	2%	₹50 Cr	5,000,000 ↑ 5,000,000
Bajaj Finserv Ltd (Financial Services) Equity, Since 31 Mar 25 \| 532978	2%	₹50 Cr	246,773 ↑ 14,646

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