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8 बेस्ट हाइब्रिड बैलेंस्ड म्यूचुअल फंड 2022

Updated on September 28, 2023 , 41777 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 (%)2022 (%)
ICICI Prudential Equity and Debt Fund Growth ₹273.24
↑ 0.76 		₹24,9909.613.818.826.815.911.7
HDFC Balanced Advantage Fund Growth ₹369.934
↑ 0.81 		₹60,6419.815.221.725.414.118.8
UTI Hybrid Equity Fund Growth ₹295.495
↑ 0.49 		₹4,799913.616.421.411.25.6
Kotak Equity Hybrid Fund Growth ₹45.871
↑ 0.13 		₹4,0507.511.312.821.113.25
Nippon India Equity Hybrid Fund Growth ₹78.4702
↑ 0.28 		₹3,0448.613.916.721.16.76.6
HDFC Hybrid Equity Fund Growth ₹93.608
↑ 0.17 		₹21,0385.210.414.920.812.18.9
Franklin India Equity Hybrid Fund Growth ₹200.894
↑ 0.58 		₹1,4778.612.414.418.8114.7
Tata Hybrid Equity Fund Growth ₹346.011
↑ 0.32 		₹3,4535.69.511.318.410.37.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Aug 23
*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 14.9% since its launch.  Ranked 7 in Hybrid Equity category.  Return for 2022 was 11.7% , 2021 was 41.7% and 2020 was 9% .

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 (22 Aug 23) ₹273.24 ↑ 0.76   (0.28 %)
Net Assets (Cr) ₹24,990 on 31 Jul 23
Category Hybrid - Hybrid Equity
AMC ICICI Prudential Asset Management Company Limited
Rating ☆☆☆☆
Risk Moderately High
Expense Ratio 1.78
Sharpe Ratio 1.57
Information Ratio 1.57
Alpha Ratio 7.39
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 Sep 18₹10,000
30 Sep 19₹10,306
30 Sep 20₹9,841
30 Sep 21₹16,836
30 Sep 22₹18,021
30 Sep 23₹22,159

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 ₹447,579.
Net Profit of ₹147,579 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 22 Aug 23

DurationReturns
1 Month 2.3%
3 Month 9.6%
6 Month 13.8%
1 Year 18.8%
3 Year 26.8%
5 Year 15.9%
10 Year
15 Year
Since launch 14.9%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 11.2%
Fund Manager information for ICICI Prudential Equity and Debt Fund
NameSinceTenure
Sankaran Naren7 Dec 157.74 Yr.
Manish Banthia19 Sep 139.96 Yr.
Mittul Kalawadia29 Dec 202.67 Yr.
Nikhil Kabra29 Dec 202.67 Yr.
Sri Sharma30 Apr 212.34 Yr.
Sharmila D’mello31 Jul 221.09 Yr.

Data below for ICICI Prudential Equity and Debt Fund as on 31 Jul 23

Asset Allocation
Asset ClassValue
Cash7.55%
Equity74.64%
Debt17.81%
Equity Sector Allocation
SectorValue
Financial Services19.44%
Consumer Cyclical12.55%
Energy9.67%
Utility8.86%
Communication Services6.61%
Technology5.77%
Health Care3.55%
Industrials3.42%
Basic Materials1.95%
Real Estate1.47%
Consumer Defensive1.12%
Debt Sector Allocation
SectorValue
Government13.37%
Cash Equivalent7.16%
Corporate4.84%
Credit Quality
RatingValue
A4.2%
AA18.08%
AAA77.72%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
NTPC Ltd Shs Dematerialised (Utilities)
Equity, Since 28 Feb 17 | 532555		9%₹2,190 Cr100,312,803
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | ICICIBANK		7%₹1,820 Cr18,232,406
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 16 | BHARTIARTL		6%₹1,487 Cr16,713,637
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Apr 17 | 500312		5%₹1,218 Cr68,788,701
↓ -2,695,000
Tata Motors Ltd Class A (Consumer Cyclical)
Equity, Since 30 Nov 16 | TATAMTRDVR		4%₹1,120 Cr27,024,763
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 22 | RELIANCE		4%₹1,051 Cr4,123,676
↑ 131,192
Infosys Ltd (Technology)
Equity, Since 30 Jun 16 | INFY		4%₹951 Cr7,013,506
8.51% Govt Stock 2033
Sovereign Bonds | -		4%₹912 Cr90,325,000
↓ -7,625,000
7.93% Govt Stock 2034
Sovereign Bonds | -		3%₹848 Cr85,768,010
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | HDFCBANK		3%₹779 Cr4,715,261
↑ 1,565,175

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 18.1% since its launch.  Ranked 23 in Dynamic Allocation category.  Return for 2022 was 18.8% , 2021 was 26.4% and 2020 was 7.6% .

Below is the key information for HDFC Balanced Advantage Fund

HDFC Balanced Advantage Fund
Growth
Launch Date 11 Sep 00
NAV (22 Aug 23) ₹369.934 ↑ 0.81   (0.22 %)
Net Assets (Cr) ₹60,641 on 31 Jul 23
Category Hybrid - Dynamic Allocation
AMC HDFC Asset Management Company Limited
Rating ☆☆☆☆
Risk Moderately High
Expense Ratio 1.61
Sharpe Ratio 1.77
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 Sep 18₹10,000
30 Sep 19₹10,563
30 Sep 20₹9,523
30 Sep 21₹15,250
30 Sep 22₹16,585
30 Sep 23₹21,000

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 ₹436,710.
Net Profit of ₹136,710 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 22 Aug 23

DurationReturns
1 Month 2.4%
3 Month 9.8%
6 Month 15.2%
1 Year 21.7%
3 Year 25.4%
5 Year 14.1%
10 Year
15 Year
Since launch 18.1%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 2.1%
Fund Manager information for HDFC Balanced Advantage Fund
NameSinceTenure
Anil Bamboli29 Jul 221.09 Yr.
Gopal Agrawal29 Jul 221.09 Yr.
Arun Agarwal6 Oct 220.9 Yr.
Srinivasan Ramamurthy29 Jul 221.09 Yr.
Nirman Morakhia15 Feb 230.54 Yr.
Dhruv Muchhal22 Jun 230.19 Yr.

Data below for HDFC Balanced Advantage Fund as on 31 Jul 23

Asset Allocation
Asset ClassValue
Cash13.8%
Equity60.56%
Debt25.64%
Equity Sector Allocation
SectorValue
Financial Services25.02%
Industrials10.41%
Energy7.31%
Utility5.72%
Technology4.35%
Consumer Cyclical3.71%
Health Care3.44%
Consumer Defensive3.2%
Basic Materials1.9%
Communication Services1.72%
Real Estate1.22%
Debt Sector Allocation
SectorValue
Government19.15%
Cash Equivalent12.3%
Corporate7.98%
Credit Quality
RatingValue
AA2.21%
AAA97.79%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 22 | HDFCBANK		7%₹4,106 Cr26,129,301
↑ 1,576,300
7.38% Govt Stock 2027
Sovereign Bonds | -		4%₹2,740 Cr272,081,800
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK		4%₹2,636 Cr27,493,024
↑ 116,200
Coal India Ltd (Energy)
Equity, Since 31 Jan 18 | COALINDIA		4%₹2,258 Cr98,170,711
State Bank of India (Financial Services)
Equity, Since 31 May 07 | SBIN		4%₹2,257 Cr40,214,771
NTPC Ltd Shs Dematerialised (Utilities)
Equity, Since 31 Aug 16 | 532555		3%₹2,148 Cr97,489,178
↓ -2,500,000
ITC Ltd (Consumer Defensive)
Equity, Since 30 Apr 18 | ITC		3%₹1,829 Cr41,596,926
Infosys Ltd (Technology)
Equity, Since 31 Oct 09 | INFY		3%₹1,709 Cr11,903,498
7.1% Govt Stock 2029
Sovereign Bonds | -		3%₹1,559 Cr156,500,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 12 | LT		2%₹1,531 Cr5,666,515
↓ -178,500

3. 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 14.9% since its launch.  Ranked 12 in Hybrid Equity category.  Return for 2022 was 5.6% , 2021 was 30.5% and 2020 was 13.2% .

Below is the key information for UTI Hybrid Equity Fund

UTI Hybrid Equity Fund
Growth
Launch Date 2 Jan 95
NAV (22 Aug 23) ₹295.495 ↑ 0.49   (0.17 %)
Net Assets (Cr) ₹4,799 on 31 Jul 23
Category Hybrid - Hybrid Equity
AMC UTI Asset Management Company Ltd
Rating ☆☆☆
Risk Moderately High
Expense Ratio 1.95
Sharpe Ratio 1.32
Information Ratio 1.49
Alpha Ratio 5.01
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 Sep 18₹10,000
30 Sep 19₹9,875
30 Sep 20₹9,835
30 Sep 21₹15,178
30 Sep 22₹15,341
30 Sep 23₹18,376

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 ₹405,518.
Net Profit of ₹105,518 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 22 Aug 23

DurationReturns
1 Month 0.7%
3 Month 9%
6 Month 13.6%
1 Year 16.4%
3 Year 21.4%
5 Year 11.2%
10 Year
15 Year
Since launch 14.9%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 6.8%
Fund Manager information for UTI Hybrid Equity Fund
NameSinceTenure
V Srivatsa24 Sep 0913.94 Yr.
Sunil Patil5 Feb 185.57 Yr.

Data below for UTI Hybrid Equity Fund as on 31 Jul 23

Asset Allocation
Asset ClassValue
Cash4.07%
Equity70.62%
Debt25.3%
Equity Sector Allocation
SectorValue
Debt Sector Allocation
SectorValue
Government13.56%
Corporate10.99%
Cash Equivalent3.68%
Credit Quality
RatingValue
AA11.13%
AAA88.87%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 29 Feb 20 | HDFCBANK		7%₹330 Cr2,102,248
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 10 | ICICIBANK		6%₹264 Cr2,755,978
7.26% Govt Stock 2033
Sovereign Bonds | -		5%₹252 Cr2,500,000,000
Infosys Ltd (Technology)
Equity, Since 31 Mar 06 | INFY		5%₹218 Cr1,515,520
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 12 | LT		4%₹174 Cr644,059
ITC Ltd (Consumer Defensive)
Equity, Since 31 Aug 06 | ITC		3%₹155 Cr3,525,746
Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 19 | RELIANCE		3%₹134 Cr555,397
↑ 203,694
7.41% Govt Stock 2036
Sovereign Bonds | -		3%₹127 Cr1,250,000,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | M&M		3%₹126 Cr797,162
↑ 52,607
IndusInd Bank Ltd (Financial Services)
Equity, Since 31 Jul 22 | INDUSINDBK		2%₹107 Cr775,173
↓ -86,670

4. 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 11.4% since its launch.  Ranked 17 in Hybrid Equity category.  Return for 2022 was 5% , 2021 was 28.9% and 2020 was 15.4% .

Below is the key information for Kotak Equity Hybrid Fund

Kotak Equity Hybrid Fund
Growth
Launch Date 3 Nov 14
NAV (22 Aug 23) ₹45.871 ↑ 0.13   (0.28 %)
Net Assets (Cr) ₹4,050 on 31 Jul 23
Category Hybrid - Hybrid Equity
AMC Kotak Mahindra Asset Management Co Ltd
Rating ☆☆☆
Risk Moderately High
Expense Ratio 1.91
Sharpe Ratio 1.16
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 Sep 18₹10,000
30 Sep 19₹10,871
30 Sep 20₹11,212
30 Sep 21₹16,901
30 Sep 22₹17,475
30 Sep 23₹20,118

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 ₹426,080.
Net Profit of ₹126,080 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 22 Aug 23

DurationReturns
1 Month 0.7%
3 Month 7.5%
6 Month 11.3%
1 Year 12.8%
3 Year 21.1%
5 Year 13.2%
10 Year
15 Year
Since launch 11.4%
Historical performance (Yearly) on absolute basis
YearReturns
2022 5%
2021 28.9%
2020 15.4%
2019 14.1%
2018 -6.2%
2017 23.2%
2016 11%
2015 1.9%
2014
2013
Fund Manager information for Kotak Equity Hybrid Fund
NameSinceTenure
Pankaj Tibrewal25 Aug 158.02 Yr.
Abhishek Bisen4 Jun 0914.25 Yr.
Arjun Khanna30 Apr 221.34 Yr.

Data below for Kotak Equity Hybrid Fund as on 31 Jul 23

Asset Allocation
Asset ClassValue
Cash3.27%
Equity71.79%
Debt24.95%
Equity Sector Allocation
SectorValue
Financial Services18.48%
Industrials12.09%
Consumer Cyclical8.87%
Basic Materials8.81%
Technology6.07%
Health Care5.22%
Consumer Defensive4.33%
Energy3.75%
Real Estate2.11%
Utility1.84%
Debt Sector Allocation
SectorValue
Government20.96%
Corporate3.98%
Cash Equivalent3.27%
Credit Quality
RatingValue
A1.48%
AA2.48%
AAA96.04%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 11 | HDFCBANK		5%₹214 Cr1,295,812
7.26% Govt Stock 2033
Sovereign Bonds | -		5%₹197 Cr19,534,950
↑ 4,500,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 10 | ICICIBANK		5%₹186 Cr1,865,708
7.17% Govt Stock 2030
Sovereign Bonds | -		4%₹162 Cr16,248,510
↑ 6,248,510
8.51% Govt Stock 2033
Sovereign Bonds | -		3%₹115 Cr11,442,800
Infosys Ltd (Technology)
Equity, Since 30 Apr 10 | INFY		3%₹114 Cr839,800
State Bank of India (Financial Services)
Equity, Since 31 Aug 12 | SBIN		3%₹113 Cr1,819,100
7.41% Govt Stock 2036
Sovereign Bonds | -		3%₹106 Cr10,500,000
↑ 10,500,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 10 | LT		2%₹95 Cr356,028
Carborundum Universal Ltd (Industrials)
Equity, Since 30 Sep 21 | CARBORUNIV		2%₹87 Cr716,030
↑ 15,000

5. 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% since its launch.  Ranked 8 in Hybrid Equity category.  Return for 2022 was 6.6% , 2021 was 27.8% and 2020 was -5.3% .

Below is the key information for Nippon India Equity Hybrid Fund

Nippon India Equity Hybrid Fund
Growth
Launch Date 8 Jun 05
NAV (22 Aug 23) ₹78.4702 ↑ 0.28   (0.36 %)
Net Assets (Cr) ₹3,044 on 31 Jul 23
Category Hybrid - Hybrid Equity
AMC Nippon Life Asset Management Ltd.
Rating ☆☆☆☆
Risk Moderately High
Expense Ratio 2.06
Sharpe Ratio 1.33
Information Ratio 1.37
Alpha Ratio 4.96
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 Sep 18₹10,000
30 Sep 19₹9,820
30 Sep 20₹8,066
30 Sep 21₹12,253
30 Sep 22₹12,486
30 Sep 23₹14,919

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 ₹357,992.
Net Profit of ₹57,992 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 22 Aug 23

DurationReturns
1 Month 0.7%
3 Month 8.6%
6 Month 13.9%
1 Year 16.7%
3 Year 21.1%
5 Year 6.7%
10 Year
15 Year
Since launch 12%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 3.5%
Fund Manager information for Nippon India Equity Hybrid Fund
NameSinceTenure
Meenakshi Dawar10 Sep 211.98 Yr.
Kinjal Desai25 May 185.27 Yr.
Sushil Budhia1 Feb 203.58 Yr.
Akshay Sharma1 Dec 220.75 Yr.

Data below for Nippon India Equity Hybrid Fund as on 31 Jul 23

Asset Allocation
Asset ClassValue
Cash4.42%
Equity74.6%
Debt20.98%
Equity Sector Allocation
SectorValue
Financial Services24.77%
Industrials9.31%
Technology7.77%
Consumer Cyclical7.21%
Health Care6.61%
Consumer Defensive5.63%
Energy5.15%
Basic Materials2.84%
Utility2.55%
Communication Services2.16%
Real Estate0.6%
Debt Sector Allocation
SectorValue
Corporate16.73%
Cash Equivalent4.42%
Government4.25%
Credit Quality
RatingValue
A3.25%
AA34.18%
AAA62.57%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK		7%₹209 Cr1,332,356
Infosys Ltd (Technology)
Equity, Since 28 Feb 11 | INFY		5%₹155 Cr1,080,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 12 | ICICIBANK		5%₹151 Cr1,570,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 14 | RELIANCE		4%₹132 Cr548,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 13 | LT		4%₹123 Cr455,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215		4%₹106 Cr1,089,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Oct 11 | SUNPHARMA		3%₹93 Cr840,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 16 | ITC		3%₹86 Cr1,950,000
State Bank of India (Financial Services)
Equity, Since 31 Jul 16 | SBIN		2%₹73 Cr1,300,000
NTPC Ltd Shs Dematerialised (Utilities)
Equity, Since 31 Aug 20 | 532555		2%₹65 Cr2,950,620

6. HDFC Hybrid Equity Fund

(Erstwhile HDFC Premier Multi-Cap Fund and HDFC Balanced Fund)

To generate capital appreciation in the long term through equity investments by investing in a diversified portfolio of Mid Cap & Large Cap ‘blue chip’ companies.

HDFC Hybrid Equity Fund is a Hybrid - Hybrid Equity fund was launched on 6 Apr 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.4% since its launch.  Ranked 57 in Hybrid Equity category.  Return for 2022 was 8.9% , 2021 was 25.7% and 2020 was 13.4% .

Below is the key information for HDFC Hybrid Equity Fund

HDFC Hybrid Equity Fund
Growth
Launch Date 6 Apr 05
NAV (22 Aug 23) ₹93.608 ↑ 0.17   (0.18 %)
Net Assets (Cr) ₹21,038 on 31 Jul 23
Category Hybrid - Hybrid Equity
AMC HDFC Asset Management Company Limited
Rating ☆☆
Risk Moderately High
Expense Ratio 1.76
Sharpe Ratio 1.45
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 Sep 18₹10,000
30 Sep 19₹10,698
30 Sep 20₹10,385
30 Sep 21₹15,673
30 Sep 22₹16,173
30 Sep 23₹18,967

HDFC 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 HDFC 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 22 Aug 23

DurationReturns
1 Month -1.4%
3 Month 5.2%
6 Month 10.4%
1 Year 14.9%
3 Year 20.8%
5 Year 12.1%
10 Year
15 Year
Since launch 15.4%
Historical performance (Yearly) on absolute basis
YearReturns
2022 8.9%
2021 25.7%
2020 13.4%
2019 7.5%
2018 -2.8%
2017 27.5%
2016 9.7%
2015 3%
2014 51.5%
2013 8.8%
Fund Manager information for HDFC Hybrid Equity Fund
NameSinceTenure
Chirag Setalvad2 Apr 0716.43 Yr.
Anupam Joshi6 Oct 220.9 Yr.
Dhruv Muchhal22 Jun 230.19 Yr.

Data below for HDFC Hybrid Equity Fund as on 31 Jul 23

Asset Allocation
Asset ClassValue
Cash2.35%
Equity68.31%
Debt29.34%
Equity Sector Allocation
SectorValue
Financial Services25.28%
Industrials12.02%
Technology7.54%
Energy5.74%
Consumer Defensive4.95%
Communication Services2.63%
Utility2.47%
Consumer Cyclical2.46%
Health Care2.33%
Basic Materials1.81%
Real Estate0.78%
Debt Sector Allocation
SectorValue
Government19.02%
Corporate10.32%
Cash Equivalent2.35%
Credit Quality
RatingValue
AA4.45%
AAA95.55%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | HDFCBANK		8%₹1,719 Cr10,940,000
7.1% Govt Stock 2029
Sovereign Bonds | -		7%₹1,495 Cr150,000,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 10 | ICICIBANK		7%₹1,400 Cr14,600,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 May 15 | ITC		5%₹1,003 Cr22,814,004
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 18 | RELIANCE		4%₹885 Cr3,675,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 11 | LT		4%₹837 Cr3,096,440
Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY		4%₹750 Cr5,223,368
Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | 532215		3%₹706 Cr7,250,000
State Bank of India (Financial Services)
Equity, Since 31 Oct 11 | SBIN		3%₹702 Cr12,508,071
National Bank For Agriculture And Rural Development
Debentures | -		3%₹599 Cr60,000

7. 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 13.5% since its launch.  Ranked 16 in Hybrid Equity category.  Return for 2022 was 4.7% , 2021 was 23.8% and 2020 was 13.7% .

Below is the key information for Franklin India Equity Hybrid Fund

Franklin India Equity Hybrid Fund
Growth
Launch Date 10 Dec 99
NAV (22 Aug 23) ₹200.894 ↑ 0.58   (0.29 %)
Net Assets (Cr) ₹1,477 on 31 Jul 23
Category Hybrid - Hybrid Equity
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating ☆☆☆
Risk Moderately High
Expense Ratio 2.22
Sharpe Ratio 1.18
Information Ratio 0.76
Alpha Ratio 3.62
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 Sep 18₹10,000
30 Sep 19₹10,518
30 Sep 20₹10,244
30 Sep 21₹15,521
30 Sep 22₹15,484
30 Sep 23₹18,054

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 ₹395,578.
Net Profit of ₹95,578 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 22 Aug 23

DurationReturns
1 Month 1.3%
3 Month 8.6%
6 Month 12.4%
1 Year 14.4%
3 Year 18.8%
5 Year 11%
10 Year
15 Year
Since launch 13.5%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 6.6%
Fund Manager information for Franklin India Equity Hybrid Fund
NameSinceTenure
Sachin Padwal-Desai1 Feb 1112.59 Yr.
Anand Radhakrishnan6 Sep 211.99 Yr.
Umesh Sharma1 Feb 1112.59 Yr.
Varun Sharma1 Sep 230 Yr.
Sandeep Manam18 Oct 211.87 Yr.
Rajasa Kakulavarapu6 Sep 211.99 Yr.

Data below for Franklin India Equity Hybrid Fund as on 31 Jul 23

Asset Allocation
Asset ClassValue
Cash6.18%
Equity69.09%
Debt24.73%
Equity Sector Allocation
SectorValue
Financial Services20.1%
Industrials11.96%
Consumer Cyclical9.65%
Technology6.62%
Consumer Defensive4.89%
Utility3.59%
Energy3.48%
Health Care3.39%
Basic Materials2.79%
Communication Services2.61%
Debt Sector Allocation
SectorValue
Government18.87%
Cash Equivalent6.18%
Corporate5.85%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK		5%₹80 Cr839,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK		5%₹80 Cr506,400
↓ -9,500
5.63% Govt Stock 2026
Sovereign Bonds | -		5%₹73 Cr7,400,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT		4%₹53 Cr195,000
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY		3%₹51 Cr356,567
5.74% Govt Stock 2026
Sovereign Bonds | -		3%₹49 Cr5,000,000
Indian Railway Finance Corporation Limited
Debentures | -		3%₹40 Cr4,000
↑ 4,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215		3%₹39 Cr403,000
5.15% Govt Stock 2025
Sovereign Bonds | -		3%₹39 Cr4,000,000
National Bank For Agriculture And Rural Development
Debentures | -		2%₹35 Cr3,500
↑ 3,500

8. Tata Hybrid Equity Fund

(Erstwhile TATA Balanced Fund)

To provide income distribution and / or medium to long term capital gains while at all times emphasising the importance of capital appreciation.

Tata Hybrid Equity Fund is a Hybrid - Hybrid Equity fund was launched on 8 Oct 95. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.8% since its launch.  Ranked 22 in Hybrid Equity category.  Return for 2022 was 7.9% , 2021 was 23.6% and 2020 was 10.9% .

Below is the key information for Tata Hybrid Equity Fund

Tata Hybrid Equity Fund
Growth
Launch Date 8 Oct 95
NAV (22 Aug 23) ₹346.011 ↑ 0.32   (0.09 %)
Net Assets (Cr) ₹3,453 on 31 Jul 23
Category Hybrid - Hybrid Equity
AMC Tata Asset Management Limited
Rating ☆☆☆
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 1.04
Information Ratio 0.75
Alpha Ratio 2.34
Min Investment 5,000
Min SIP Investment 150
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 18₹10,000
30 Sep 19₹10,538
30 Sep 20₹10,229
30 Sep 21₹15,020
30 Sep 22₹15,320
30 Sep 23₹17,296

Tata 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 ₹395,578.
Net Profit of ₹95,578 Invest Now

Returns for Tata 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 22 Aug 23

DurationReturns
1 Month -0.8%
3 Month 5.6%
6 Month 9.5%
1 Year 11.3%
3 Year 18.4%
5 Year 10.3%
10 Year
15 Year
Since launch 14.8%
Historical performance (Yearly) on absolute basis
YearReturns
2022 7.9%
2021 23.6%
2020 10.9%
2019 6.9%
2018 -2.5%
2017 19.4%
2016 4%
2015 7%
2014 49.6%
2013 7.5%
Fund Manager information for Tata Hybrid Equity Fund
NameSinceTenure
Murthy Nagarajan1 Apr 176.42 Yr.
Chandraprakash Padiyar3 Sep 185 Yr.
Satish Mishra1 Nov 193.84 Yr.

Data below for Tata Hybrid Equity Fund as on 31 Jul 23

Asset Allocation
Asset ClassValue
Cash6.08%
Equity77.1%
Debt16.82%
Equity Sector Allocation
SectorValue
Financial Services27.25%
Technology10.21%
Consumer Defensive8.79%
Energy6.5%
Basic Materials5.63%
Industrials5.32%
Consumer Cyclical5.28%
Communication Services5.28%
Health Care1.33%
Utility0.84%
Debt Sector Allocation
SectorValue
Corporate8.62%
Government8.2%
Cash Equivalent6.08%
Credit Quality
RatingValue
AA12.9%
AAA87.1%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 08 | HDFCBANK		9%₹305 Cr1,938,800
State Bank of India (Financial Services)
Equity, Since 29 Feb 16 | SBIN		7%₹225 Cr4,000,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 16 | RELIANCE		6%₹212 Cr880,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 16 | ICICIBANK		4%₹146 Cr1,525,000
↓ -199,373
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 17 | TCS		4%₹144 Cr430,000
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC		4%₹123 Cr2,800,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL		4%₹121 Cr1,410,563
↓ -89,437
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 16 | LT		4%₹120 Cr445,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 13 | INFY		3%₹105 Cr730,000
↓ -20,000
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 28 Feb 19 | VBL		3%₹97 Cr1,080,000

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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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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