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8 बेस्ट परफॉर्मिंग हाइब्रिड बैलेंस्ड म्यूचुअल फंड्स 2022 | Fincash.com

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8 बेस्ट हाइब्रिड बैलेंस्ड म्यूचुअल फंड 2022

Updated on July 12, 2024 , 43193 views

हाइब्रिड फंड को आमतौर पर के रूप में भी जाना जाता हैबैलेंस्ड फंड. हाइब्रिड फंड एक प्रकार के होते हैंम्यूचुअल फंड्स जो इक्विटी और दोनों में निवेश करते हैंडेट म्यूचुअल फंड. दूसरे शब्दों में, यह फंड डेट और इक्विटी दोनों के संयोजन के रूप में कार्य करता है, जहां लगभग 65% पोर्टफोलियो इक्विटी और शेष फिक्स्ड के लिए समर्पित है।आय उपकरण।

hybrid-or-balanced-mutual-funds

हाइब्रिड फंड उन निवेशकों के लिए एक बढ़िया विकल्प हैं जो से डरते हैंनिवेश मेंइक्विटी फ़ंड. यह फंड जोखिम वाले हिस्से को कम करेगा और समय के साथ इष्टतम रिटर्न हासिल करने में भी मदद करेगा। सर्वोत्तम संभव लाभ अर्जित करने के लिए, निवेशकों को सर्वोत्तम हाइब्रिड म्यूचुअल फंड या सर्वोत्तम संतुलित फंड में निवेश करने की सलाह दी जाती है। इस प्रकार, आपके लिए निवेश की प्रक्रिया को आसान बनाने के लिए, हमने नीचे दिए गए लेख में 2022 - 2023 में निवेश करने के लिए कुछ शीर्ष प्रदर्शन करने वाले हाइब्रिड फंडों को शॉर्टलिस्ट किया है।

हाइब्रिड या बैलेंस्ड म्यूचुअल फंड में निवेश क्यों करें?

  • हाइब्रिड फंड पोर्टफोलियो को संतुलित करने में मदद करते हैं। चूंकि फंड दोनों शेयरों में निवेश करता है औरबांडसंतुलित म्यूचुअल फंड में निवेश करके निवेशक आसानी से एक संतुलित पोर्टफोलियो बना सकते हैं। यह योजना विविधीकरण लाभ भी प्रदान करती है। 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।

  • जो लोग अपना इक्विटी निवेश शुरू करना चाहते हैं उनके लिए हाइब्रिड या बैलेंस्ड फंड भी एक प्रवेश द्वार हैं। यह छोटी से मध्य अवधि के भीतर इष्टतम रिटर्न प्राप्त करने में मदद करेगा। यह इक्विटी के बड़े गिरावट को हमेशा बदलते रहने से भी रोकेगामंडी शर्तेँ। इसके अलावा, हाइब्रिड फंड में मध्यम स्तर का जोखिम होता है, जबकि इक्विटी फंड में उच्च स्तर का निवेश जोखिम होता है।

  • 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: इक्विटी के लाभ जबकि लाभ प्राप्त करना aनिश्चित 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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वित्त वर्ष 22 - 23 में निवेश के लिए शीर्ष 8 हाइब्रिड म्युचुअल फंड

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
ICICI Prudential Equity and Debt Fund Growth ₹366.46
↑ 0.44
₹35,1227.816.439.12522.128.2
HDFC Balanced Advantage Fund Growth ₹503.523
↓ -0.02
₹86,4719.716.441.124.820.131.3
BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹38.46
↑ 0.18
₹75413.521.152.722.32733.7
UTI Hybrid Equity Fund Growth ₹389.63
↑ 1.90
₹5,51211.816.83519.518.425.5
Kotak Equity Hybrid Fund Growth ₹59.92
↑ 0.15
₹5,62113.818.433.817.81920.1
Nippon India Equity Hybrid Fund Growth ₹100.156
↑ 0.24
₹3,5358.313.430.417.413.224.1
L&T Hybrid Equity Fund Growth ₹54.8962
↑ 0.10
₹5,44213.420.235.616.415.924.3
Franklin India Equity Hybrid Fund Growth ₹260.136
↑ 0.96
₹1,8078.514.332.916.316.722.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 12 Jul 24
*निधि की सूची पर आधारित हैसंपत्ति> 500 करोड़ पर छाँटा गया3 सालसीएजीआर रिटर्न.

हाइब्रिड / बैलेंस्ड म्युचुअल फंड मूल बातें

1. बैलेंस्ड फंड्स को समझना

भारत में, बैलेंस फंड आमतौर पर अपने पोर्टफोलियो का 65% स्टॉक/इक्विटी/शेयरों में और अपने शेष संसाधनों को बॉन्ड और अन्य डेट इंस्ट्रूमेंट्स जैसे कॉरपोरेट बॉन्ड/सरकारी बॉन्ड/इन्फ्रास्ट्रक्चर बॉन्ड में निवेश करते हैं। इसलिए बैलेंस्ड फंड आमतौर पर इक्विटी ओरिएंटेड हाइब्रिड फंड होते हैं। वे पहली बार निवेश करने वाले निवेशकों के लिए एक उपयुक्त विकल्प के रूप में काम करते हैं, जिनके पास कम-जोखिम उठाने का माद्दा. वे उन निवेशकों के लिए हैं जो जोखिम भरे विकल्प नहीं लेना चाहते हैं लेकिन फिर भी चाहते हैंराजधानी सराहना। इसके अलावा 65% और 35% इक्विटी वाले डेट ओरिएंटेड हाइब्रिड/बैलेंस्ड फंड हैं।

2. हाइब्रिड म्यूचुअल फंड के प्रकार

हाल ही में (मार्च-अप्रैल 2018) द्वारा म्युचुअल फंड के वर्गीकरण के आधार परसेबी. हाइब्रिड फंड के प्रकार इस प्रकार हैं।

प्रकार विवरण
हाइब्रिड इक्विटी 65% इक्विटी 35% ऋण
हाइब्रिड ऋण 65% ऋण 35% इक्विटी
मध्यस्थता करना 100% इक्विटी आर्बिट्रेज
गतिशील आवंटन मूल्यांकन के आधार पर गतिशील आवंटन
इक्विटी बचत आर्बिट्राज के अवसर, इक्विटी/इक्विटी से संबंधित लिखतों में निवेश और ऋण/मुद्रा बाजार उपकरणों
बहु संपत्ति एकाधिक संपत्ति जैसेअस्थाई दर और फिक्स्ड रेट डेट इंस्ट्रूमेंट्स, इक्विटी, मनी मार्केट इंस्ट्रूमेंट्स और डेरिवेटिव्स
संतुलित संकर 50% इक्विटी 50% ऋण

3. बैलेंस्ड फंड के फायदे

बैलेंस फंड म्यूचुअल फंड के सिंगल डॉकेट के रूप में विविधीकरण की सुविधा प्रदान करते हैं। एकइन्वेस्टर इस प्रकार निधियों के गुलदस्ते का विश्लेषण और चयन करने की परेशानी से गुजरना पड़ता है। एक पेशेवर रूप से प्रशिक्षित और अनुभवी फंड मैनेजर निवेशक के लिए यह काम करता है। डेट और इक्विटी घटकों का एक परिकलित संयोजन फंड को बाजार की अस्थिरता के प्रति कम संवेदनशील बनाता है। फंड के इक्विटी घटकों का उद्देश्य पूंजी वृद्धि उत्पन्न करना है और उनके ऋण घटक अप्रत्याशित बाजार सुधारों से निवेश को बचाने के लिए प्रतिभूतियों के रूप में कार्य करते हैं।

4. बैलेंस्ड फंड के नुकसान

हालांकि ऐसा लग सकता है कि बैलेंस्ड फंड वस्तुतः जोखिम-मुक्त होते हैं, लेकिन पूरी तरह से ऐसा नहीं है। बैलेंस्ड फंडों में जोखिम का अपना हिस्सा होता है। जबकि कई शेयरों और ऋण साधनों में प्रत्यक्ष निवेश के मामले में, कोई व्यक्ति विभिन्न फंडों के बीच संसाधनों को विविधीकरण के रूप में स्थानांतरित कर सकता हैकर योजना या धन सृजन। हालांकि, बैलेंस फंड में, चूंकि संसाधन आवंटन का निर्णय फंड मैनेजर के पास होता है, इसलिए अनुकूलित विविधीकरण संभव नहीं है।

5. बेहतर जोखिम-आधारित रिटर्न

इक्विटी रिटर्न की तुलना में बैलेंस्ड फंडों ने लंबे समय में बेहतर जोखिम-समायोजित रिटर्न दिया है। नीचे दी गई तुलना कुछ मान्यताओं पर आधारित है जो भविष्य में समय-समय पर बदल सकती है।

फंड श्रेणी 5 साल का रोलिंग रिटर्न जोखिम आधारित Std. विचलन
बैलेंस्ड फंड 13.20% 2.9
लार्ज कैप फंड 12.90% 3.47
मध्यम दर्जे की कंपनियों के शेयर और लार्ज कैप फंड 13.96% 3.82
विविध निधि 14.91% 3.96

1. 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.

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 CAGR/Annualized return of 15.7% since its launch.  Ranked 7 in Hybrid Equity category.  Return for 2023 was 28.2% , 2022 was 11.7% and 2021 was 41.7% .

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 (12 Jul 24) ₹366.46 ↑ 0.44   (0.12 %)
Net Assets (Cr) ₹35,122 on 31 May 24
Category Hybrid - Hybrid Equity
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.78
Sharpe Ratio 3.13
Information Ratio 2.11
Alpha Ratio 10.58
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
30 Jun 19₹10,000
30 Jun 20₹8,994
30 Jun 21₹13,597
30 Jun 22₹15,664
30 Jun 23₹18,994
30 Jun 24₹26,177

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 ₹530,691.
Net Profit of ₹230,691
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 12 Jul 24

DurationReturns
1 Month 3.6%
3 Month 7.8%
6 Month 16.4%
1 Year 39.1%
3 Year 25%
5 Year 22.1%
10 Year
15 Year
Since launch 15.7%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Sankaran Naren7 Dec 158.49 Yr.
Manish Banthia19 Sep 1310.71 Yr.
Mittul Kalawadia29 Dec 203.42 Yr.
Akhil Kakkar22 Jan 240.36 Yr.
Sri Sharma30 Apr 213.09 Yr.
Sharmila D’mello31 Jul 221.84 Yr.

Data below for ICICI Prudential Equity and Debt Fund as on 31 May 24

Asset Allocation
Asset ClassValue
Cash5.81%
Equity74.83%
Debt19.36%
Equity Sector Allocation
SectorValue
Financial Services20.33%
Consumer Cyclical11.45%
Utility7.22%
Energy7.18%
Health Care6.19%
Communication Services5.3%
Industrials4.86%
Technology4%
Consumer Defensive3.66%
Basic Materials3.3%
Real Estate1.52%
Debt Sector Allocation
SectorValue
Government12.17%
Corporate7.48%
Cash Equivalent5.53%
Credit Quality
RatingValue
A3.84%
AA29.15%
AAA65.24%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
NTPC Ltd (Utilities)
Equity, Since 28 Feb 17 | 532555
7%₹2,537 Cr70,672,100
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | ICICIBANK
7%₹2,416 Cr21,550,832
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 16 | BHARTIARTL
5%₹1,617 Cr11,781,005
↓ -619,875
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | HDFCBANK
5%₹1,603 Cr10,466,177
↑ 1,349,792
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | MARUTI
5%₹1,587 Cr1,280,135
7.18% Govt Stock 2033
Sovereign Bonds | -
4%₹1,569 Cr155,483,160
↓ -14,000,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 May 16 | SUNPHARMA
4%₹1,480 Cr10,139,925
↑ 1,733,511
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 22 | RELIANCE
4%₹1,276 Cr4,459,343
8.34% Govt Stock 2033
Sovereign Bonds | -
3%₹1,001 Cr98,246,220
↑ 7,500,000
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Apr 17 | 500312
3%₹997 Cr37,719,201

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.

HDFC Balanced Advantage Fund is a Hybrid - Dynamic Allocation fund was launched on 11 Sep 00. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.7% since its launch.  Ranked 23 in Dynamic Allocation category.  Return for 2023 was 31.3% , 2022 was 18.8% and 2021 was 26.4% .

Below is the key information for HDFC Balanced Advantage Fund

HDFC Balanced Advantage Fund
Growth
Launch Date 11 Sep 00
NAV (12 Jul 24) ₹503.523 ↓ -0.02   (0.00 %)
Net Assets (Cr) ₹86,471 on 31 May 24
Category Hybrid - Dynamic Allocation
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.61
Sharpe Ratio 3.44
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.

DateValue
30 Jun 19₹10,000
30 Jun 20₹8,232
30 Jun 21₹12,455
30 Jun 22₹13,494
30 Jun 23₹17,002
30 Jun 24₹23,843

HDFC Balanced Advantage Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual 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 12 Jul 24

DurationReturns
1 Month 3.9%
3 Month 9.7%
6 Month 16.4%
1 Year 41.1%
3 Year 24.8%
5 Year 20.1%
10 Year
15 Year
Since launch 18.7%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 51.8%
Fund Manager information for HDFC Balanced Advantage Fund
NameSinceTenure
Anil Bamboli29 Jul 221.84 Yr.
Gopal Agrawal29 Jul 221.84 Yr.
Arun Agarwal6 Oct 221.65 Yr.
Srinivasan Ramamurthy29 Jul 221.84 Yr.
Nirman Morakhia15 Feb 231.29 Yr.
Dhruv Muchhal22 Jun 230.95 Yr.

Data below for HDFC Balanced Advantage Fund as on 31 May 24

Asset Allocation
Asset ClassValue
Cash16.69%
Equity55.29%
Debt28.02%
Equity Sector Allocation
SectorValue
Financial Services22.99%
Industrials11.16%
Energy8.46%
Utility5.03%
Consumer Cyclical4.27%
Technology3.67%
Health Care3.29%
Consumer Defensive2.51%
Communication Services2.08%
Basic Materials1.9%
Real Estate1.31%
Debt Sector Allocation
SectorValue
Government17.78%
Cash Equivalent16.69%
Corporate10.25%
Credit Quality
RatingValue
AA1.09%
AAA97.35%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 22 | HDFCBANK
6%₹5,015 Cr32,745,251
Coal India Ltd (Energy)
Equity, Since 31 Jan 18 | COALINDIA
4%₹3,393 Cr69,071,400
↓ -2,100,000
State Bank of India (Financial Services)
Equity, Since 31 May 07 | SBIN
4%₹3,072 Cr37,000,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
3%₹2,881 Cr25,700,324
7.38% Govt Stock 2027
Sovereign Bonds | -
3%₹2,750 Cr272,581,800
NTPC Ltd (Utilities)
Equity, Since 31 Aug 16 | 532555
3%₹2,630 Cr73,254,000
↓ -1,889,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 12 | LT
2%₹2,104 Cr5,733,033
Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 21 | RELIANCE
2%₹2,016 Cr7,047,183
Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 17 | 532810
2%₹1,996 Cr40,523,589
↓ -500,000
7.18% Govt Stock 2033
Sovereign Bonds | -
2%₹1,872 Cr185,533,300

3. 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

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 CAGR/Annualized return of 18.4% since its launch.  Return for 2023 was 33.7% , 2022 was -4.8% and 2021 was 54.5% .

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 (12 Jul 24) ₹38.46 ↑ 0.18   (0.47 %)
Net Assets (Cr) ₹754 on 31 May 24
Category Hybrid - Hybrid Equity
AMC BOI AXA Investment Mngrs Private Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 2.58
Sharpe Ratio 3.14
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
30 Jun 19₹10,000
30 Jun 20₹9,555
30 Jun 21₹17,261
30 Jun 22₹16,815
30 Jun 23₹20,790
30 Jun 24₹31,588

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 ₹598,181.
Net Profit of ₹298,181
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 12 Jul 24

DurationReturns
1 Month 5.3%
3 Month 13.5%
6 Month 21.1%
1 Year 52.7%
3 Year 22.3%
5 Year 27%
10 Year
15 Year
Since launch 18.4%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Alok Singh16 Feb 177.29 Yr.

Data below for BOI AXA Mid and Small Cap Equity and Debt Fund as on 31 May 24

Asset Allocation
Asset ClassValue
Cash7.91%
Equity79.43%
Debt12.66%
Equity Sector Allocation
SectorValue
Consumer Cyclical14.56%
Basic Materials14.06%
Industrials13.82%
Financial Services11.74%
Health Care6.57%
Energy6.01%
Technology4.65%
Consumer Defensive3.46%
Communication Services3.28%
Utility1.27%
Debt Sector Allocation
SectorValue
Government10.38%
Cash Equivalent6.01%
Corporate4.18%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Jindal Stainless Ltd (Basic Materials)
Equity, Since 30 Sep 21 | JSL
4%₹31 Cr385,000
↑ 10,000
Oil India Ltd (Energy)
Equity, Since 31 Mar 23 | OIL
3%₹26 Cr406,000
Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 31 Jan 24 | 534816
3%₹22 Cr625,000
UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Jul 19 | UNOMINDA
3%₹21 Cr242,000
↑ 12,000
Indian Railway Finance Corporation Limited
Debentures | -
3%₹20 Cr2,000,000
Castrol India Ltd (Energy)
Equity, Since 31 Jan 24 | 500870
3%₹20 Cr1,001,000
↑ 90,000
Indian Bank (Financial Services)
Equity, Since 31 Aug 23 | 532814
3%₹20 Cr344,000
↑ 42,000
HEG Ltd (Industrials)
Equity, Since 31 Dec 22 | HEG
2%₹17 Cr74,000
↑ 3,000
Steel Authority Of India Ltd (Basic Materials)
Equity, Since 31 Oct 23 | SAIL
2%₹16 Cr980,000
↑ 135,000
Power Grid Corporation Of India Limited
Debentures | -
2%₹15 Cr150,000,000
↑ 148,500,000

4. UTI Hybrid Equity Fund

(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 CAGR/Annualized return of 15.5% since its launch.  Ranked 12 in Hybrid Equity category.  Return for 2023 was 25.5% , 2022 was 5.6% and 2021 was 30.5% .

Below is the key information for UTI Hybrid Equity Fund

UTI Hybrid Equity Fund
Growth
Launch Date 2 Jan 95
NAV (12 Jul 24) ₹389.63 ↑ 1.90   (0.49 %)
Net Assets (Cr) ₹5,512 on 31 May 24
Category Hybrid - Hybrid Equity
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.95
Sharpe Ratio 2.68
Information Ratio 1.27
Alpha Ratio 5.57
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.

DateValue
30 Jun 19₹10,000
30 Jun 20₹8,894
30 Jun 21₹13,426
30 Jun 22₹13,846
30 Jun 23₹16,927
30 Jun 24₹22,500

UTI 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 ₹481,656.
Net Profit of ₹181,656
Invest Now

Returns for UTI 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 12 Jul 24

DurationReturns
1 Month 5.4%
3 Month 11.8%
6 Month 16.8%
1 Year 35%
3 Year 19.5%
5 Year 18.4%
10 Year
15 Year
Since launch 15.5%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
V Srivatsa24 Sep 0914.7 Yr.
Sunil Patil5 Feb 186.32 Yr.

Data below for UTI Hybrid Equity Fund as on 31 May 24

Asset Allocation
Asset ClassValue
Cash2.5%
Equity70.63%
Debt26.87%
Equity Sector Allocation
SectorValue
Financial Services22.85%
Consumer Cyclical9.37%
Industrials6.06%
Technology5.8%
Basic Materials5.26%
Health Care5.24%
Consumer Defensive4.7%
Energy4.41%
Communication Services2.95%
Utility2.92%
Real Estate1.06%
Debt Sector Allocation
SectorValue
Government19.52%
Corporate7.35%
Cash Equivalent2.5%
Credit Quality
RatingValue
AA9.14%
AAA90.86%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 29 Feb 20 | HDFCBANK
7%₹393 Cr2,568,660
7.18% Govt Stock 2037
Sovereign Bonds | -
7%₹368 Cr3,650,000,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 10 | ICICIBANK
5%₹290 Cr2,583,269
↓ -350,710
Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 19 | RELIANCE
4%₹201 Cr700,915
↓ -30,111
ITC Ltd (Consumer Defensive)
Equity, Since 31 Aug 06 | ITC
3%₹178 Cr4,173,009
↑ 200,044
Infosys Ltd (Technology)
Equity, Since 31 Mar 06 | INFY
3%₹165 Cr1,174,118
7.41% Govt Stock 2036
Sovereign Bonds | -
2%₹128 Cr1,250,000,000
7.1% Govt Stock 2034
Sovereign Bonds | -
2%₹126 Cr1,250,000,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | M&M
2%₹123 Cr490,482
↓ -131,184
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 12 | LT
2%₹117 Cr318,331
↓ -85,788

5. Kotak Equity Hybrid Fund

(Erstwhile Kotak Balance Fund)

The objective of the Scheme is to achieve growth by investing in equity and equity related instruments, balanced with income generation by investing in debt and money market instruments.

Kotak Equity Hybrid Fund is a Hybrid - Hybrid Equity fund was launched on 3 Nov 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.4% since its launch.  Ranked 17 in Hybrid Equity category.  Return for 2023 was 20.1% , 2022 was 5% and 2021 was 28.9% .

Below is the key information for Kotak Equity Hybrid Fund

Kotak Equity Hybrid Fund
Growth
Launch Date 3 Nov 14
NAV (12 Jul 24) ₹59.92 ↑ 0.15   (0.24 %)
Net Assets (Cr) ₹5,621 on 31 May 24
Category Hybrid - Hybrid Equity
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.91
Sharpe Ratio 2.58
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
30 Jun 19₹10,000
30 Jun 20₹9,262
30 Jun 21₹14,325
30 Jun 22₹14,676
30 Jun 23₹17,455
30 Jun 24₹23,000

Kotak 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 ₹481,656.
Net Profit of ₹181,656
Invest Now

Returns for Kotak 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 12 Jul 24

DurationReturns
1 Month 4.9%
3 Month 13.8%
6 Month 18.4%
1 Year 33.8%
3 Year 17.8%
5 Year 19%
10 Year
15 Year
Since launch 13.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 20.1%
2022 5%
2021 28.9%
2020 15.4%
2019 14.1%
2018 -6.2%
2017 23.2%
2016 11%
2015 1.9%
2014
Fund Manager information for Kotak Equity Hybrid Fund
NameSinceTenure
Abhishek Bisen4 Jun 0915 Yr.
Atul Bhole22 Jan 240.36 Yr.
Arjun Khanna30 Apr 222.09 Yr.

Data below for Kotak Equity Hybrid Fund as on 31 May 24

Asset Allocation
Asset ClassValue
Cash3.64%
Equity72.79%
Debt23.57%
Equity Sector Allocation
SectorValue
Financial Services16.01%
Industrials11.34%
Consumer Cyclical9.13%
Technology7.64%
Basic Materials6.91%
Health Care5.68%
Consumer Defensive3.76%
Energy3.75%
Utility3.61%
Communication Services3.01%
Real Estate1.92%
Debt Sector Allocation
SectorValue
Government18.61%
Corporate5.4%
Cash Equivalent3.2%
Credit Quality
RatingValue
A1.11%
AA7.07%
AAA91.81%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.18% Govt Stock 2037
Sovereign Bonds | -
5%₹271 Cr26,813,830
↓ -8,000,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 11 | HDFCBANK
4%₹206 Cr1,345,812
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 10 | ICICIBANK
3%₹181 Cr1,615,708
↓ -50,000
Power Finance Corp Ltd (Financial Services)
Equity, Since 31 Jan 24 | 532810
3%₹180 Cr3,652,007
Bharti Airtel Ltd (Communication Services)
Equity, Since 29 Feb 24 | BHARTIARTL
3%₹169 Cr1,232,061
↑ 180,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 10 | INFY
3%₹146 Cr1,039,800
NTPC Ltd (Utilities)
Equity, Since 31 Jul 19 | 532555
3%₹142 Cr3,953,000
↑ 1,000,000
7.18% Govt Stock 2033
Sovereign Bonds | -
2%₹128 Cr12,716,670
↓ -6,000,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 10 | LT
2%₹128 Cr347,761
Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Jan 19 | TECHNOE
2%₹113 Cr796,257

6. Nippon India Equity Hybrid Fund

(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 CAGR/Annualized return of 12.8% since its launch.  Ranked 8 in Hybrid Equity category.  Return for 2023 was 24.1% , 2022 was 6.6% and 2021 was 27.8% .

Below is the key information for Nippon India Equity Hybrid Fund

Nippon India Equity Hybrid Fund
Growth
Launch Date 8 Jun 05
NAV (12 Jul 24) ₹100.156 ↑ 0.24   (0.24 %)
Net Assets (Cr) ₹3,535 on 31 May 24
Category Hybrid - Hybrid Equity
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 2.06
Sharpe Ratio 2.51
Information Ratio 1.11
Alpha Ratio 3.96
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.

DateValue
30 Jun 19₹10,000
30 Jun 20₹7,605
30 Jun 21₹11,435
30 Jun 22₹11,390
30 Jun 23₹14,028
30 Jun 24₹18,203

Nippon India 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 Nippon India 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 12 Jul 24

DurationReturns
1 Month 3.5%
3 Month 8.3%
6 Month 13.4%
1 Year 30.4%
3 Year 17.4%
5 Year 13.2%
10 Year
15 Year
Since launch 12.8%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Meenakshi Dawar10 Sep 212.73 Yr.
Kinjal Desai25 May 186.02 Yr.
Sushil Budhia1 Feb 204.33 Yr.
Akshay Sharma1 Dec 221.5 Yr.

Data below for Nippon India Equity Hybrid Fund as on 31 May 24

Asset Allocation
Asset ClassValue
Cash3.35%
Equity75.69%
Debt20.96%
Equity Sector Allocation
SectorValue
Financial Services23.76%
Industrials9.97%
Consumer Cyclical8.59%
Health Care6.95%
Technology5.82%
Energy5.58%
Utility4.03%
Consumer Defensive3.67%
Basic Materials3.43%
Communication Services3.06%
Real Estate0.83%
Debt Sector Allocation
SectorValue
Corporate16.33%
Government4.63%
Cash Equivalent3.35%
Credit Quality
RatingValue
A2.8%
AA42.03%
AAA55.17%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK
5%₹181 Cr1,182,356
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 12 | ICICIBANK
5%₹176 Cr1,570,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 14 | RELIANCE
4%₹144 Cr503,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 13 | LT
4%₹130 Cr354,838
7.18% Govt Stock 2037
Sovereign Bonds | -
3%₹110 Cr10,900,000
↑ 5,000,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215
3%₹108 Cr933,200
NTPC Ltd (Utilities)
Equity, Since 31 Aug 20 | 532555
3%₹106 Cr2,950,620
Infosys Ltd (Technology)
Equity, Since 28 Feb 11 | INFY
3%₹103 Cr730,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Oct 11 | SUNPHARMA
3%₹102 Cr700,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 19 | BHARTIARTL
3%₹94 Cr685,000

7. L&T Hybrid Equity Fund

(Erstwhile L&T India Prudence Fund)

To seek to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities and to generate reasonable returns through a portfolio of debt and money market instruments

L&T Hybrid Equity Fund is a Hybrid - Hybrid Equity fund was launched on 7 Feb 11. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.5% since its launch.  Ranked 5 in Hybrid Equity category.  Return for 2023 was 24.3% , 2022 was -3.7% and 2021 was 23.1% .

Below is the key information for L&T Hybrid Equity Fund

L&T Hybrid Equity Fund
Growth
Launch Date 7 Feb 11
NAV (12 Jul 24) ₹54.8962 ↑ 0.10   (0.17 %)
Net Assets (Cr) ₹5,442 on 31 May 24
Category Hybrid - Hybrid Equity
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 1.91
Sharpe Ratio 2.47
Information Ratio 0
Alpha Ratio 0
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.

DateValue
30 Jun 19₹10,000
30 Jun 20₹9,251
30 Jun 21₹12,878
30 Jun 22₹12,351
30 Jun 23₹15,106
30 Jun 24₹20,172

L&T 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 ₹447,579.
Net Profit of ₹147,579
Invest Now

Returns for L&T 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 12 Jul 24

DurationReturns
1 Month 5.3%
3 Month 13.4%
6 Month 20.2%
1 Year 35.6%
3 Year 16.4%
5 Year 15.9%
10 Year
15 Year
Since launch 13.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 24.3%
2022 -3.7%
2021 23.1%
2020 13.6%
2019 6.5%
2018 -3.8%
2017 27.8%
2016 4.3%
2015 9.9%
2014 44.5%
Fund Manager information for L&T Hybrid Equity Fund
NameSinceTenure
Shriram Ramanathan30 May 168.01 Yr.
Gautam Bhupal1 Oct 230.67 Yr.
Cheenu Gupta2 Jul 212.92 Yr.
Sonal Gupta1 Oct 230.67 Yr.
Mohd Asif Rizwi1 May 240.08 Yr.

Data below for L&T Hybrid Equity Fund as on 31 May 24

Asset Allocation
Asset ClassValue
Cash2.99%
Equity74.6%
Debt22.42%
Equity Sector Allocation
SectorValue
Industrials27.43%
Financial Services16.6%
Consumer Cyclical9.05%
Technology7.21%
Utility3.14%
Energy2.7%
Health Care2.54%
Real Estate2.36%
Consumer Defensive1.72%
Communication Services1.12%
Basic Materials0.73%
Debt Sector Allocation
SectorValue
Government15.01%
Corporate8.97%
Cash Equivalent1.42%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 22 | LT
5%₹258 Cr701,900
7.38% Govt Stock 2027
Sovereign Bonds | -
4%₹208 Cr20,000,000
7.18% Govt Stock 2033
Sovereign Bonds | -
3%₹180 Cr17,500,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 11 | ICICIBANK
3%₹179 Cr1,597,000
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Aug 22 | BEL
3%₹178 Cr6,030,700
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Jul 22 | 500093
2%₹123 Cr1,907,500
Zensar Technologies Ltd (Technology)
Equity, Since 31 May 23 | ZENSARTECH
2%₹117 Cr1,910,000
Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 31 Dec 23 | 500103
2%₹115 Cr3,861,368
Siemens Ltd (Industrials)
Equity, Since 30 Sep 22 | 500550
2%₹95 Cr136,600
↓ -18,400
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Dec 22 | 590003
2%₹94 Cr4,793,700

8. Franklin India Equity Hybrid Fund

(Erstwhile Franklin India Balanced Fund)

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.

Franklin India Equity Hybrid Fund is a Hybrid - Hybrid Equity fund was launched on 10 Dec 99. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.2% since its launch.  Ranked 16 in Hybrid Equity category.  Return for 2023 was 22.5% , 2022 was 4.7% and 2021 was 23.8% .

Below is the key information for Franklin India Equity Hybrid Fund

Franklin India Equity Hybrid Fund
Growth
Launch Date 10 Dec 99
NAV (12 Jul 24) ₹260.136 ↑ 0.96   (0.37 %)
Net Assets (Cr) ₹1,807 on 31 May 24
Category Hybrid - Hybrid Equity
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.22
Sharpe Ratio 2.6
Information Ratio 0.6
Alpha Ratio 5.02
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.

DateValue
30 Jun 19₹10,000
30 Jun 20₹9,043
30 Jun 21₹13,534
30 Jun 22₹13,245
30 Jun 23₹15,897
30 Jun 24₹20,928

Franklin India 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 ₹458,689.
Net Profit of ₹158,689
Invest Now

Returns for Franklin India 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 12 Jul 24

DurationReturns
1 Month 4%
3 Month 8.5%
6 Month 14.3%
1 Year 32.9%
3 Year 16.3%
5 Year 16.7%
10 Year
15 Year
Since launch 14.2%
Historical performance (Yearly) on absolute basis
YearReturns
2023 22.5%
2022 4.7%
2021 23.8%
2020 13.7%
2019 7.9%
2018 -1.6%
2017 21%
2016 7.6%
2015 4.8%
2014 47%
Fund Manager information for Franklin India Equity Hybrid Fund
NameSinceTenure
Anuj Tagra7 Mar 240.23 Yr.
Chandni Gupta7 Mar 240.23 Yr.
Varun Sharma1 Sep 230.75 Yr.
Sandeep Manam18 Oct 212.62 Yr.
Rajasa Kakulavarapu6 Sep 212.74 Yr.

Data below for Franklin India Equity Hybrid Fund as on 31 May 24

Asset Allocation
Asset ClassValue
Cash4.22%
Equity69.75%
Debt26.03%
Equity Sector Allocation
SectorValue
Financial Services20.14%
Industrials11.47%
Consumer Cyclical10.04%
Technology5.85%
Health Care4.57%
Communication Services4.29%
Energy3.77%
Utility3.39%
Consumer Defensive3.03%
Basic Materials2.42%
Real Estate0.77%
Debt Sector Allocation
SectorValue
Corporate19.43%
Government6.61%
Cash Equivalent4.22%
Credit Quality
RatingValue
AA7.78%
AAA92.22%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK
6%₹103 Cr675,000
↑ 63,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
5%₹89 Cr794,000
↓ -45,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT
4%₹64 Cr174,000
↓ -17,263
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
3%₹55 Cr393,990
↑ 37,423
National Bank For Agriculture And Rural Development
Debentures | -
3%₹53 Cr5,000
ICICI Home Finance Company Limited 8.1%
Debentures | -
3%₹51 Cr5,000
Bajaj Finance Ltd. 7.82%
Debentures | -
3%₹51 Cr5,000
↑ 5,000
LIC Housing Finance Ltd. 7.835%
Debentures | -
3%₹50 Cr5,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 05 | BHARTIARTL
3%₹48 Cr353,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
3%₹47 Cr403,000

कर निहितार्थ

औसतन 65% या उससे अधिक के इक्विटी एक्सपोजर वाले सभी म्यूचुअल फंड को कराधान उद्देश्य के लिए इक्विटी एसेट क्लास के रूप में माना जाता है। तो अल्पावधिपूंजीगत लाभ यानी एक साल के इक्विटी-ओरिएंटेड बैलेंस के साथ बुक किए गए गेन पर 15% टैक्स लगता है। यदि इन फंडों को 12 महीने से अधिक की अवधि के लिए रखा जाता है, तो उनके दीर्घकालिक पूंजीगत लाभ पर 10% कर लगाया जाता है, यदि बुक किए गए लाभ रु। 1 लाख (2018 के नवीनतम बजट के अनुसार)।

ऋण उन्मुख के लिए हाइब्रिड फंड टैक्स 20% है, इंडेक्सेशन लाभ के साथ किसी भी अन्य ऋण साधन के रूप में यदि होल्डिंग 3 साल या उससे अधिक के लिए है। शॉर्ट टर्म पर कर की सीमांत दर (टैक्स स्लैब के अनुसार) पर कर लगाया जाता है।

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