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फिनकैश »म्यूचुअल फंड्स »शीर्ष संतुलित इक्विटी एसआईपी योजना

SIP 2022 के लिए टॉप 5 बैलेंस्ड इक्विटी फंड्स

Updated on April 8, 2026 , 5813 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

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹38.34
↑ 0.49 		₹1,360 1,000 1.40.515.91916.4-0.9
ICICI Prudential Equity and Debt Fund Growth ₹397.58
↑ 3.51 		₹50,205 100 -2.4-1.510.81818.213.3
JM Equity Hybrid Fund Growth ₹113.754
↑ 1.41 		₹735 500 -3.8-6.93.616.413.8-3.1
Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78 		₹1,954 100 0.510.527.11614.2
Bandhan Hybrid Equity Fund Growth ₹26.182
↑ 0.31 		₹1,747 100 -2-1.314.115.512.77.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Apr 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryBOI AXA Mid and Small Cap Equity and Debt FundICICI Prudential Equity and Debt FundJM Equity Hybrid FundSundaram Equity Hybrid FundBandhan Hybrid Equity Fund
Point 1Bottom quartile AUM (₹1,360 Cr).Highest AUM (₹50,205 Cr).Bottom quartile AUM (₹735 Cr).Upper mid AUM (₹1,954 Cr).Lower mid AUM (₹1,747 Cr).
Point 2Established history (9+ yrs).Established history (26+ yrs).Oldest track record among peers (31 yrs).Established history (25+ yrs).Established history (9+ yrs).
Point 3Not Rated.Top rated.Rating: 1★ (lower mid).Rating: 2★ (upper mid).Not Rated.
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 16.44% (upper mid).5Y return: 18.21% (top quartile).5Y return: 13.85% (bottom quartile).5Y return: 14.20% (lower mid).5Y return: 12.70% (bottom quartile).
Point 63Y return: 19.00% (top quartile).3Y return: 17.96% (upper mid).3Y return: 16.42% (lower mid).3Y return: 16.03% (bottom quartile).3Y return: 15.53% (bottom quartile).
Point 71Y return: 15.90% (upper mid).1Y return: 10.80% (bottom quartile).1Y return: 3.65% (bottom quartile).1Y return: 27.10% (top quartile).1Y return: 14.10% (lower mid).
Point 81M return: 2.65% (top quartile).1M return: 0.20% (bottom quartile).1M return: 0.91% (lower mid).1M return: 1.80% (upper mid).1M return: 0.45% (bottom quartile).
Point 9Alpha: 0.00 (bottom quartile).Alpha: 3.49 (lower mid).Alpha: -6.31 (bottom quartile).Alpha: 5.81 (top quartile).Alpha: 4.83 (upper mid).
Point 10Sharpe: 1.04 (bottom quartile).Sharpe: 1.45 (lower mid).Sharpe: 0.19 (bottom quartile).Sharpe: 2.64 (top quartile).Sharpe: 1.47 (upper mid).

BOI AXA Mid and Small Cap Equity and Debt Fund

  • Bottom quartile AUM (₹1,360 Cr).
  • Established history (9+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 16.44% (upper mid).
  • 3Y return: 19.00% (top quartile).
  • 1Y return: 15.90% (upper mid).
  • 1M return: 2.65% (top quartile).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: 1.04 (bottom quartile).

ICICI Prudential Equity and Debt Fund

  • Highest AUM (₹50,205 Cr).
  • Established history (26+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 18.21% (top quartile).
  • 3Y return: 17.96% (upper mid).
  • 1Y return: 10.80% (bottom quartile).
  • 1M return: 0.20% (bottom quartile).
  • Alpha: 3.49 (lower mid).
  • Sharpe: 1.45 (lower mid).

JM Equity Hybrid Fund

  • Bottom quartile AUM (₹735 Cr).
  • Oldest track record among peers (31 yrs).
  • Rating: 1★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 13.85% (bottom quartile).
  • 3Y return: 16.42% (lower mid).
  • 1Y return: 3.65% (bottom quartile).
  • 1M return: 0.91% (lower mid).
  • Alpha: -6.31 (bottom quartile).
  • Sharpe: 0.19 (bottom quartile).

Sundaram Equity Hybrid Fund

  • Upper mid AUM (₹1,954 Cr).
  • Established history (25+ yrs).
  • Rating: 2★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 14.20% (lower mid).
  • 3Y return: 16.03% (bottom quartile).
  • 1Y return: 27.10% (top quartile).
  • 1M return: 1.80% (upper mid).
  • Alpha: 5.81 (top quartile).
  • Sharpe: 2.64 (top quartile).

Bandhan Hybrid Equity Fund

  • Lower mid AUM (₹1,747 Cr).
  • Established history (9+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 12.70% (bottom quartile).
  • 3Y return: 15.53% (bottom quartile).
  • 1Y return: 14.10% (lower mid).
  • 1M return: 0.45% (bottom quartile).
  • Alpha: 4.83 (upper mid).
  • Sharpe: 1.47 (upper mid).
 *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

  • Bottom quartile AUM (₹1,360 Cr).
  • Established history (9+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 16.44% (upper mid).
  • 3Y return: 19.00% (top quartile).
  • 1Y return: 15.90% (upper mid).
  • 1M return: 2.65% (top quartile).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: 1.04 (bottom quartile).
  • Information ratio: 0.00 (bottom quartile).
  • Top sector: Financial Services.
  • Top bond sector: Government.
  • Equity-heavy allocation (~72%).
  • High-quality debt (AAA/AA ~100%).
  • Largest holding Abbott India Ltd (~2.9%).

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 (10 Apr 26) ₹38.34 ↑ 0.49   (1.29 %)
Net Assets (Cr) ₹1,360 on 28 Feb 26
Category Hybrid - Hybrid Equity
AMC BOI AXA Investment Mngrs Private Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 2.27
Sharpe Ratio 1.04
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.

DateValue
31 Mar 21₹10,000
31 Mar 22₹13,441
31 Mar 23₹12,955
31 Mar 24₹18,917
31 Mar 25₹20,174
31 Mar 26₹20,614

BOI AXA Mid and Small Cap Equity and Debt Fund SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689 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 10 Apr 26

DurationReturns
1 Month 2.7%
3 Month 1.4%
6 Month 0.5%
1 Year 15.9%
3 Year 19%
5 Year 16.4%
10 Year
15 Year
Since launch 14.8%
Historical performance (Yearly) on absolute basis
YearReturns
2024 -0.9%
2023 25.8%
2022 33.7%
2021 -4.8%
2020 54.5%
2019 31.1%
2018 -4.7%
2017 -14.2%
2016 47.1%
2015
Fund Manager information for BOI AXA Mid and Small Cap Equity and Debt Fund
NameSinceTenure
Alok Singh16 Feb 179.04 Yr.

Data below for BOI AXA Mid and Small Cap Equity and Debt Fund as on 28 Feb 26

Asset Allocation
Asset ClassValue
Cash13.7%
Equity71.67%
Debt14.62%
Equity Sector Allocation
SectorValue
Financial Services17.76%
Industrials13.67%
Health Care11.31%
Basic Materials11.15%
Consumer Cyclical9.91%
Consumer Defensive2.8%
Technology2.62%
Energy1.42%
Communication Services0.52%
Utility0.48%
Real Estate0.02%
Debt Sector Allocation
SectorValue
Government9.88%
Corporate9.51%
Cash Equivalent8.94%
Credit Quality
RatingValue
AA0.7%
AAA99.3%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Abbott India Ltd (Healthcare)
Equity, Since 31 Jan 23 | ABBOTINDIA		3%₹40 Cr15,000
↑ 2,000
Indian Bank (Financial Services)
Equity, Since 31 Aug 23 | INDIANB		3%₹35 Cr350,000
↓ -155,000
Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Jul 25 | GLENMARK		2%₹32 Cr150,000
UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Jul 19 | UNOMINDA		2%₹31 Cr261,622
↓ -32,378
Max Financial Services Ltd (Financial Services)
Equity, Since 28 Feb 26 | MFSL		2%₹31 Cr170,000
↑ 170,000
Bharat Dynamics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 24 | BDL		2%₹31 Cr242,000
↑ 46,000
Aurobindo Pharma Ltd (Healthcare)
Equity, Since 31 Jan 26 | AUROPHARMA		2%₹29 Cr240,000
↑ 140,000
Nippon Life India Asset Management Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Jan 24 | NAM-INDIA		2%₹28 Cr300,000
Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 31 Jul 23 | ERIS		2%₹28 Cr202,783
Sundaram Finance Ltd (Financial Services)
Equity, Since 28 Feb 26 | SUNDARMFIN		2%₹26 Cr48,000
↑ 48,000

2. ICICI Prudential Equity and Debt Fund

(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.

Research Highlights for ICICI Prudential Equity and Debt Fund

  • Highest AUM (₹50,205 Cr).
  • Established history (26+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 18.21% (top quartile).
  • 3Y return: 17.96% (upper mid).
  • 1Y return: 10.80% (bottom quartile).
  • 1M return: 0.20% (bottom quartile).
  • Alpha: 3.49 (lower mid).
  • Sharpe: 1.45 (lower mid).
  • Information ratio: 1.75 (top quartile).
  • Top sector: Financial Services.
  • Top bond sector: Government.
  • Equity-heavy allocation (~76%).
  • High-quality debt (AAA/AA ~98%).
  • Largest holding ICICI Bank Ltd (~5.3%).

Below is the key information for ICICI Prudential Equity and Debt Fund

ICICI Prudential Equity and Debt Fund
Growth
Launch Date 3 Nov 99
NAV (10 Apr 26) ₹397.58 ↑ 3.51   (0.89 %)
Net Assets (Cr) ₹50,205 on 28 Feb 26
Category Hybrid - Hybrid Equity
AMC ICICI Prudential Asset Management Company Limited
Rating ☆☆☆☆
Risk Moderately High
Expense Ratio 1.6
Sharpe Ratio 1.45
Information Ratio 1.75
Alpha Ratio 3.49
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.

DateValue
31 Mar 21₹10,000
31 Mar 22₹13,315
31 Mar 23₹14,068
31 Mar 24₹19,851
31 Mar 25₹21,726
31 Mar 26₹22,101

ICICI Prudential Equity and Debt Fund SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656 Invest Now

Returns for ICICI Prudential 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 10 Apr 26

DurationReturns
1 Month 0.2%
3 Month -2.4%
6 Month -1.5%
1 Year 10.8%
3 Year 18%
5 Year 18.2%
10 Year
15 Year
Since launch 14.9%
Historical performance (Yearly) on absolute basis
YearReturns
2024 13.3%
2023 17.2%
2022 28.2%
2021 11.7%
2020 41.7%
2019 9%
2018 9.3%
2017 -1.9%
2016 24.8%
2015 13.7%
Fund Manager information for ICICI Prudential Equity and Debt Fund
NameSinceTenure
Sankaran Naren7 Dec 1510.24 Yr.
Manish Banthia19 Sep 1312.45 Yr.
Mittul Kalawadia29 Dec 205.17 Yr.
Akhil Kakkar22 Jan 242.1 Yr.
Sri Sharma30 Apr 214.84 Yr.
Sharmila D'Silva31 Jul 223.58 Yr.
Nitya Mishra4 Nov 241.32 Yr.

Data below for ICICI Prudential Equity and Debt Fund as on 28 Feb 26

Asset Allocation
Asset ClassValue
Cash7.22%
Equity75.67%
Debt17.08%
Equity Sector Allocation
SectorValue
Financial Services18.71%
Consumer Cyclical11.19%
Industrials7.78%
Consumer Defensive7.09%
Energy6.91%
Health Care5.98%
Utility5.76%
Technology4.78%
Real Estate2.9%
Communication Services2.27%
Basic Materials2.27%
Debt Sector Allocation
SectorValue
Government10.35%
Corporate8.49%
Cash Equivalent5.49%
Credit Quality
RatingValue
A1.64%
AA17.56%
AAA80.8%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | ICICIBANK		5%₹2,677 Cr19,413,840
↓ -3,278,300
NTPC Ltd (Utilities)
Equity, Since 28 Feb 17 | NTPC		5%₹2,561 Cr67,060,559
↓ -7,735,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 22 | RELIANCE		5%₹2,528 Cr18,138,909
↓ -805,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | HDFCBANK		5%₹2,351 Cr26,480,965
↑ 850,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 May 16 | SUNPHARMA		4%₹2,109 Cr12,144,223
↓ -2,033,850
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 28 Feb 18 | TVSMOTOR		3%₹1,541 Cr3,981,427
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 21 | AXISBANK		3%₹1,482 Cr10,707,447
↓ -751,875
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Jan 23 | DMART		2%₹1,238 Cr3,218,463
InterGlobe Aviation Ltd (Industrials)
Equity, Since 28 Feb 23 | INDIGO		2%₹1,224 Cr2,535,996
6.48% Gs 2035
Sovereign Bonds | -		2%₹987 Cr99,986,200
↑ 12,500,000

3. JM Equity Hybrid Fund

(Erstwhile JM Balanced Fund)

To provide steady current income as well as long term growth of capital.

Research Highlights for JM Equity Hybrid Fund

  • Bottom quartile AUM (₹735 Cr).
  • Oldest track record among peers (31 yrs).
  • Rating: 1★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 13.85% (bottom quartile).
  • 3Y return: 16.42% (lower mid).
  • 1Y return: 3.65% (bottom quartile).
  • 1M return: 0.91% (lower mid).
  • Alpha: -6.31 (bottom quartile).
  • Sharpe: 0.19 (bottom quartile).
  • Information ratio: 0.45 (lower mid).
  • Top sector: Financial Services.
  • Top bond sector: Corporate.
  • Equity-heavy allocation (~75%).
  • High-quality debt (AAA/AA ~100%).
  • Largest holding HDFC Bank Ltd (~4.2%).

Below is the key information for JM Equity Hybrid Fund

JM Equity Hybrid Fund
Growth
Launch Date 1 Apr 95
NAV (10 Apr 26) ₹113.754 ↑ 1.41   (1.26 %)
Net Assets (Cr) ₹735 on 28 Feb 26
Category Hybrid - Hybrid Equity
AMC JM Financial Asset Management Limited
Rating ☆
Risk Moderately High
Expense Ratio 2.3
Sharpe Ratio 0.19
Information Ratio 0.45
Alpha Ratio -6.31
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.

DateValue
31 Mar 21₹10,000
31 Mar 22₹11,498
31 Mar 23₹12,169
31 Mar 24₹18,130
31 Mar 25₹19,398
31 Mar 26₹18,103

JM Equity Hybrid Fund SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080 Invest Now

Returns for JM 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 10 Apr 26

DurationReturns
1 Month 0.9%
3 Month -3.8%
6 Month -6.9%
1 Year 3.6%
3 Year 16.4%
5 Year 13.8%
10 Year
15 Year
Since launch 12%
Historical performance (Yearly) on absolute basis
YearReturns
2024 -3.1%
2023 27%
2022 33.8%
2021 8.1%
2020 22.9%
2019 30.5%
2018 -8.1%
2017 1.7%
2016 18.5%
2015 3%
Fund Manager information for JM Equity Hybrid Fund
NameSinceTenure
Satish Ramanathan1 Oct 241.41 Yr.
Asit Bhandarkar31 Dec 214.16 Yr.
Ruchi Fozdar4 Oct 241.4 Yr.
Deepak Gupta11 Apr 250.89 Yr.

Data below for JM Equity Hybrid Fund as on 28 Feb 26

Asset Allocation
Asset ClassValue
Cash6.37%
Equity74.98%
Debt18.66%
Equity Sector Allocation
SectorValue
Financial Services24.26%
Consumer Cyclical11.67%
Technology11.18%
Industrials10.54%
Basic Materials4.23%
Health Care4.16%
Communication Services3.71%
Consumer Defensive2.41%
Energy1.9%
Utility0.88%
Real Estate0.04%
Debt Sector Allocation
SectorValue
Corporate12.82%
Government9.54%
Cash Equivalent2.66%
Credit Quality
RatingValue
AA12.89%
AAA87.11%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 24 | HDFCBANK		4%₹31 Cr350,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 21 | LT		4%₹27 Cr64,000
↓ -14,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 24 | BHARTIARTL		4%₹27 Cr145,246
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jan 25 | BAJFINANCE		4%₹27 Cr270,040
↓ -15,000
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 May 25 | MCX		3%₹23 Cr95,380
↓ -44,000
Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Jan 25 | UJJIVANSFB		3%₹23 Cr3,968,585
↓ -1,505,780
6.48% Gs 2035
Sovereign Bonds | -		3%₹21 Cr2,175,000
↑ 100,000
Vedanta Ltd (Basic Materials)
Equity, Since 31 Mar 25 | VEDL		3%₹20 Cr280,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 25 | AXISBANK		3%₹19 Cr134,516
Canara Bank (Financial Services)
Equity, Since 30 Sep 25 | CANBK		2%₹18 Cr1,129,319
↓ -100,000

4. 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).
  • Established history (25+ yrs).
  • Rating: 2★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 14.20% (lower mid).
  • 3Y return: 16.03% (bottom quartile).
  • 1Y return: 27.10% (top quartile).
  • 1M return: 1.80% (upper mid).
  • Alpha: 5.81 (top quartile).
  • 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.

DateValue
31 Mar 21₹10,000

Sundaram Equity Hybrid Fund SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual 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 10 Apr 26

DurationReturns
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
YearReturns
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
Fund Manager information for Sundaram Equity Hybrid Fund
NameSinceTenure

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

Asset Allocation
Asset ClassValue
Equity Sector Allocation
SectorValue
Debt Sector Allocation
SectorValue
Credit Quality
RatingValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

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

  • Lower mid AUM (₹1,747 Cr).
  • Established history (9+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 12.70% (bottom quartile).
  • 3Y return: 15.53% (bottom quartile).
  • 1Y return: 14.10% (lower mid).
  • 1M return: 0.45% (bottom quartile).
  • Alpha: 4.83 (upper mid).
  • Sharpe: 1.47 (upper mid).
  • Information ratio: 0.56 (upper mid).
  • Top sector: Financial Services.
  • Top bond sector: Corporate.
  • Equity-heavy allocation (~78%).
  • High-quality debt (AAA/AA ~100%).
  • Largest holding ICICI Bank Ltd (~7.0%).

Below is the key information for Bandhan Hybrid Equity Fund

Bandhan Hybrid Equity Fund
Growth
Launch Date 30 Dec 16
NAV (10 Apr 26) ₹26.182 ↑ 0.31   (1.19 %)
Net Assets (Cr) ₹1,747 on 28 Feb 26
Category Hybrid - Hybrid Equity
AMC IDFC Asset Management Company Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 2.35
Sharpe Ratio 1.47
Information Ratio 0.56
Alpha Ratio 4.83
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.

DateValue
31 Mar 21₹10,000
31 Mar 22₹11,975
31 Mar 23₹11,880
31 Mar 24₹15,208
31 Mar 25₹16,977
31 Mar 26₹17,313

Bandhan Hybrid Equity Fund SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684 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 10 Apr 26

DurationReturns
1 Month 0.4%
3 Month -2%
6 Month -1.3%
1 Year 14.1%
3 Year 15.5%
5 Year 12.7%
10 Year
15 Year
Since launch 10.9%
Historical performance (Yearly) on absolute basis
YearReturns
2024 7.7%
2023 21%
2022 20.4%
2021 -1.1%
2020 30.8%
2019 13.9%
2018 4.7%
2017 -3.8%
2016 16.2%
2015
Fund Manager information for Bandhan Hybrid Equity Fund
NameSinceTenure
Harshal Joshi28 Jul 214.59 Yr.
Brijesh Shah10 Jun 241.72 Yr.
Prateek Poddar7 Jun 241.73 Yr.
Ritika Behera7 Oct 232.4 Yr.
Gaurav Satra7 Jun 241.73 Yr.

Data below for Bandhan Hybrid Equity Fund as on 28 Feb 26

Asset Allocation
Asset ClassValue
Cash3.88%
Equity78.15%
Debt17.97%
Equity Sector Allocation
SectorValue
Financial Services23.73%
Consumer Cyclical12.16%
Technology6.97%
Industrials6.87%
Basic Materials6.04%
Health Care5.67%
Consumer Defensive4.85%
Energy4.13%
Utility3.63%
Communication Services2.94%
Real Estate1.17%
Debt Sector Allocation
SectorValue
Corporate12.53%
Government6.81%
Cash Equivalent2.51%
Credit Quality
RatingValue
AA3.88%
AAA96.12%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 24 | ICICIBANK		7%₹122 Cr883,287
↑ 308,787
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 24 | HDFCBANK		5%₹84 Cr945,394
↓ -46,648
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 20 | RELIANCE		4%₹64 Cr459,348
↑ 18,379
State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN		3%₹52 Cr430,622
↑ 14,385
National Bank For Agriculture And Rural Development
Debentures | -		3%₹50 Cr5,000,000
↑ 5,000,000
Small Industries Development Bank Of India
Debentures | -		3%₹49 Cr5,000,000
↑ 5,000,000
Infosys Ltd (Technology)
Equity, Since 31 Jan 17 | INFY		3%₹49 Cr375,552
↑ 108,890
NTPC Ltd (Utilities)
Equity, Since 28 Feb 23 | NTPC		3%₹49 Cr1,272,917
↑ 182,129
Power Finance Corporation Limited
Debentures | -		3%₹45 Cr4,500,000
↑ 4,500,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jan 17 | LT		2%₹39 Cr90,789
↑ 5,909

Disclaimer:
यहां प्रदान की गई जानकारी सटीक है, यह 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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