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भारत में शीर्ष 7 सर्वश्रेष्ठ पेफ्रोमिंग बैलेंस्ड म्यूचुअल फंड 2022

फिनकैश »म्यूचुअल फंड्स »बैलेंस्ड फंड्स इंडिया

बेस्ट बैलेंस्ड म्यूचुअल फंड्स इंडिया 2022

Updated on May 15, 2025 , 16484 views

शीर्षबैलेंस्ड फंड हैंम्यूचुअल फंड्स जो अपनी संपत्ति का 65% से अधिक निवेश करते हैंइक्विटीज और ऋण उपकरणों में शेष संपत्ति अच्छा समग्र रिटर्न प्राप्त करने के लिए। बैलेंस्ड म्युचुअल फंड उन निवेशकों के लिए फायदेमंद होते हैं जो एक लेने के इच्छुक हैंमंडी कुछ निश्चित रिटर्न की तलाश में भी जोखिम। इक्विटी और स्टॉक में निवेश की गई संपत्ति बाजार से जुड़े रिटर्न की पेशकश करती है जबकि डेट इंस्ट्रूमेंट में निवेश की गई संपत्ति निश्चित रिटर्न देती है। इक्विटी और डेट दोनों का संयोजन होने के कारण, निवेशकों को बहुत सावधान रहना चाहिए जबनिवेश इन निधियों में। निवेशकों को सलाह दी जाती है कि बैलेंस्ड म्यूचुअल फंड में निवेश करने से पहले शीर्ष बैलेंस्ड फंड देखें। हमने नीचे शीर्ष संतुलित म्यूचुअल फंड सूचीबद्ध किए हैं।

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Balanced-Funds

भारत में निवेश के लिए शीर्ष 7 बैलेंस्ड म्यूचुअल फंड 2022 - 2023

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78
₹1,9540.510.527.11614.2
SBI Dynamic Asset Allocation Fund Growth ₹15.9463
↑ 0.03
₹6553.96.225.16.98.3
DSP BlackRock Equity and Bond Fund Growth ₹358.045
↑ 0.50
₹10,42595.918.319.520.617.7
Franklin India Multi - Asset Solution Fund Growth ₹20.7501
↑ 0.05
₹647.210.915.61416.311.7
IDFC Hybrid Equity Fund Growth ₹25.096
↑ 0.06
₹8199.54.515.117.221.321
Baroda Pioneer Hybrid Equity Fund Growth ₹81.2894
↑ 0.36
₹389-3.5-0.814.814.311.2
SBI Equity Hybrid Fund Growth ₹294.801
↓ -0.07
₹72,5558.99.514.415.519.214.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Dec 21

शीर्ष 7 बैलेंस्ड फंड

1. 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.

Sundaram Equity Hybrid Fund is a Hybrid - Hybrid Equity fund was launched on 23 Jun 00. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.8% since its launch.  Ranked 25 in Hybrid Equity category. .

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
30 Apr 20₹10,000
30 Apr 21₹13,374

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 31 Dec 21

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

2. SBI Dynamic Asset Allocation Fund

The objective of the fund will be to provide investors with an opportunity to invest in a portfolio of a mix of equity and equity related securities and fixed income instruments. The allocation between fixed income and equity instruments will be managed dynamically so as to provide investors with long term capital appreciation However, there can be no assurance that the investment objective of the Scheme will be achieved.

SBI Dynamic Asset Allocation Fund is a Hybrid - Dynamic Allocation fund was launched on 26 Mar 15. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 7.7% since its launch. .

Below is the key information for SBI Dynamic Asset Allocation Fund

SBI Dynamic Asset Allocation Fund
Growth
Launch Date 26 Mar 15
NAV (02 Jul 21) ₹15.9463 ↑ 0.03   (0.18 %)
Net Assets (Cr) ₹655 on 31 May 21
Category Hybrid - Dynamic Allocation
AMC SBI Funds Management Private Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 2.07
Sharpe Ratio 2.59
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 20₹10,000
30 Apr 21₹12,397

SBI Dynamic Asset Allocation Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357
Invest Now

Returns for SBI Dynamic Asset Allocation Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Dec 21

DurationReturns
1 Month 1%
3 Month 3.9%
6 Month 6.2%
1 Year 25.1%
3 Year 6.9%
5 Year 8.3%
10 Year
15 Year
Since launch 7.7%
Historical performance (Yearly) on absolute basis
YearReturns
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
Fund Manager information for SBI Dynamic Asset Allocation Fund
NameSinceTenure

Data below for SBI Dynamic Asset Allocation Fund as on 31 May 21

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

3. DSP BlackRock Equity and Bond Fund

Seeks to generate long term capital appreciation and current income from a portfolio constituted of equity and equity related securities as well as fixed income securities.

DSP BlackRock Equity and Bond Fund is a Hybrid - Hybrid Equity fund was launched on 27 May 99. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.8% since its launch.  Ranked 9 in Hybrid Equity category.  Return for 2024 was 17.7% , 2023 was 25.3% and 2022 was -2.7% .

Below is the key information for DSP BlackRock Equity and Bond Fund

DSP BlackRock Equity and Bond Fund
Growth
Launch Date 27 May 99
NAV (16 May 25) ₹358.045 ↑ 0.50   (0.14 %)
Net Assets (Cr) ₹10,425 on 31 Mar 25
Category Hybrid - Hybrid Equity
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.79
Sharpe Ratio 0.82
Information Ratio 0.71
Alpha Ratio 8.68
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 Apr 20₹10,000
30 Apr 21₹13,994
30 Apr 22₹15,335
30 Apr 23₹16,086
30 Apr 24₹20,685
30 Apr 25₹24,098

DSP BlackRock Equity and Bond 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 DSP BlackRock Equity and Bond Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Dec 21

DurationReturns
1 Month 4.2%
3 Month 9%
6 Month 5.9%
1 Year 18.3%
3 Year 19.5%
5 Year 20.6%
10 Year
15 Year
Since launch 14.8%
Historical performance (Yearly) on absolute basis
YearReturns
2024 17.7%
2023 25.3%
2022 -2.7%
2021 24.2%
2020 17%
2019 14.2%
2018 -5.1%
2017 27.6%
2016 8.3%
2015 4.8%
Fund Manager information for DSP BlackRock Equity and Bond Fund
NameSinceTenure
Abhishek Singh1 Mar 241.17 Yr.
Shantanu Godambe1 Aug 240.75 Yr.

Data below for DSP BlackRock Equity and Bond Fund as on 31 Mar 25

Asset Allocation
Asset ClassValue
Cash4.65%
Equity66.37%
Debt28.97%
Other0.01%
Equity Sector Allocation
SectorValue
Financial Services30.97%
Consumer Cyclical8.46%
Health Care7.9%
Consumer Defensive6.42%
Basic Materials3.8%
Technology3.53%
Utility1.48%
Industrials1.41%
Communication Services1.4%
Energy0.98%
Debt Sector Allocation
SectorValue
Government20.14%
Corporate8.9%
Cash Equivalent4.59%
Credit Quality
RatingValue
AA8.75%
AAA91.25%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 14 | HDFCBANK
7%₹781 Cr4,270,582
8.17% Govt Stock 2044
Sovereign Bonds | -
6%₹645 Cr55,000,000
↑ 40,000,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 15 | ICICIBANK
5%₹497 Cr3,688,426
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215
3%₹356 Cr3,227,520
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Mar 24 | M&M
3%₹351 Cr1,317,286
7.09% Govt Stock 2054
Sovereign Bonds | -
3%₹335 Cr32,500,000
↑ 27,500,000
Cipla Ltd (Healthcare)
Equity, Since 31 May 24 | 500087
3%₹311 Cr2,156,479
SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Apr 24 | SBILIFE
3%₹307 Cr1,984,938
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 24 | ITC
3%₹295 Cr7,193,074
↑ 857,160
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 24 | KOTAKBANK
3%₹275 Cr1,268,082

4. Franklin India Multi - Asset Solution Fund

The Fund seeks to achieve capital appreciation and diversification through a mix of strategic and tactical allocation to various asset classes such as equity, debt, gold and cash by investing in funds investing in these asset classes. However, there is no assurance or guarantee that the objective of the scheme will be achieved.

Franklin India Multi - Asset Solution Fund is a Hybrid - Dynamic Allocation fund was launched on 28 Nov 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 7.2% since its launch.  Return for 2024 was 11.7% , 2023 was 14.9% and 2022 was 3.9% .

Below is the key information for Franklin India Multi - Asset Solution Fund

Franklin India Multi - Asset Solution Fund
Growth
Launch Date 28 Nov 14
NAV (16 May 25) ₹20.7501 ↑ 0.05   (0.26 %)
Net Assets (Cr) ₹64 on 31 Mar 25
Category Hybrid - Dynamic Allocation
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 1.3
Sharpe Ratio 0.98
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-3 Years (1%),3 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 20₹10,000
30 Apr 21₹12,299
30 Apr 22₹14,570
30 Apr 23₹15,312
30 Apr 24₹18,103
30 Apr 25₹20,744

Franklin India Multi - Asset Solution 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 Multi - Asset Solution Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Dec 21

DurationReturns
1 Month 3.3%
3 Month 7.2%
6 Month 10.9%
1 Year 15.6%
3 Year 14%
5 Year 16.3%
10 Year
15 Year
Since launch 7.2%
Historical performance (Yearly) on absolute basis
YearReturns
2024 11.7%
2023 14.9%
2022 3.9%
2021 25.5%
2020 -14%
2019 8.2%
2018 0.4%
2017 11.1%
2016 7.8%
2015 0.8%
Fund Manager information for Franklin India Multi - Asset Solution Fund
NameSinceTenure
Venkatesh Sanjeevi4 Oct 240.57 Yr.
Rajasa Kakulavarapu7 Feb 223.23 Yr.

Data below for Franklin India Multi - Asset Solution Fund as on 31 Mar 25

Asset Allocation
Asset ClassValue
Cash5%
Equity27.03%
Debt42.01%
Other25.96%
Equity Sector Allocation
SectorValue
Financial Services9.99%
Consumer Cyclical3.85%
Technology3.35%
Industrials2.35%
Consumer Defensive1.86%
Health Care1.82%
Energy1.66%
Basic Materials0.9%
Utility0.83%
Real Estate0.41%
Debt Sector Allocation
SectorValue
Corporate25.88%
Government16.13%
Cash Equivalent5%
Credit Quality
RatingValue
AA15.76%
AAA84.24%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Franklin India Bluechip Dir Gr
Investment Fund | -
28%₹18 Cr167,172
↑ 13,889
Nippon India ETF Gold BeES
- | -
26%₹17 Cr2,248,566
↓ -69,500
ICICI Pru Short Term Dir Gr
Investment Fund | -
22%₹14 Cr2,161,948
↓ -71,031
SBI Short Term Debt Dir Gr
Investment Fund | -
22%₹14 Cr4,152,615
↓ -136,539
Franklin India S/T Income Dir Gr
Investment Fund | -
0%₹0 Cr49
Franklin India Liquid Sup Inst Dir Gr
Investment Fund | -
0%₹0 Cr14
Franklin India S/T Inc Sgtd Ptf3DirRetGr
Investment Fund | -
0%₹0 Cr23,974
Call, Cash & Other Assets
Net Current Assets | -
3%₹2 Cr

5. IDFC 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.

IDFC Hybrid Equity Fund is a Hybrid - Hybrid Equity fund was launched on 30 Dec 16. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.6% since its launch.  Return for 2024 was 21% , 2023 was 20.4% and 2022 was -1.1% .

Below is the key information for IDFC Hybrid Equity Fund

IDFC Hybrid Equity Fund
Growth
Launch Date 30 Dec 16
NAV (16 May 25) ₹25.096 ↑ 0.06   (0.24 %)
Net Assets (Cr) ₹819 on 31 Mar 25
Category Hybrid - Hybrid Equity
AMC IDFC Asset Management Company Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 2.4
Sharpe Ratio 0.35
Information Ratio 0.2
Alpha Ratio 4.22
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 Apr 20₹10,000
30 Apr 21₹14,399
30 Apr 22₹16,673
30 Apr 23₹17,279
30 Apr 24₹21,950
30 Apr 25₹24,412

IDFC 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 ₹518,033.
Net Profit of ₹218,033
Invest Now

Returns for IDFC 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 31 Dec 21

DurationReturns
1 Month 5.1%
3 Month 9.5%
6 Month 4.5%
1 Year 15.1%
3 Year 17.2%
5 Year 21.3%
10 Year
15 Year
Since launch 11.6%
Historical performance (Yearly) on absolute basis
YearReturns
2024 21%
2023 20.4%
2022 -1.1%
2021 30.8%
2020 13.9%
2019 4.7%
2018 -3.8%
2017 16.2%
2016
2015
Fund Manager information for IDFC Hybrid Equity Fund
NameSinceTenure
Harshal Joshi28 Jul 213.76 Yr.
Brijesh Shah10 Jun 240.89 Yr.
Prateek Poddar7 Jun 240.9 Yr.
Ritika Behera7 Oct 231.57 Yr.
Gaurav Satra7 Jun 240.9 Yr.

Data below for IDFC Hybrid Equity Fund as on 31 Mar 25

Asset Allocation
Asset ClassValue
Cash3.66%
Equity76.92%
Debt19.42%
Equity Sector Allocation
SectorValue
Financial Services21.62%
Technology10.08%
Consumer Cyclical9.05%
Health Care7.5%
Basic Materials7.34%
Industrials6.39%
Utility3.77%
Energy3.58%
Consumer Defensive3.34%
Communication Services3.19%
Real Estate1.06%
Debt Sector Allocation
SectorValue
Government11.33%
Corporate8.08%
Cash Equivalent3.66%
Credit Quality
RatingValue
AA17.1%
AAA82.9%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.3% Govt Stock 2053
Sovereign Bonds | -
9%₹75 Cr7,200,000
↓ -200,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 24 | ICICIBANK
6%₹46 Cr341,573
↑ 12,104
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 20 | RELIANCE
4%₹29 Cr229,573
↑ 9,025
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | 532215
3%₹26 Cr238,634
↑ 25,959
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 25 | BHARTIARTL
3%₹26 Cr150,800
↑ 150,800
Bajaj Housing Finance Limited
Debentures | -
3%₹25 Cr2,500,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 25 | TCS
3%₹23 Cr63,547
↑ 35,782
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Mar 25 | 532978
3%₹23 Cr112,678
↑ 112,678
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 30 Jun 24 | VBL
3%₹22 Cr412,925
↑ 28,973
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 24 | HDFCBANK
3%₹22 Cr121,363
↑ 2,238

6. Baroda Pioneer Hybrid Equity Fund

(Erstwhile Baroda Pioneer Balance Fund)

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

Baroda Pioneer Hybrid Equity Fund is a Hybrid - Hybrid Equity fund was launched on 12 Sep 03. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12% since its launch.  Ranked 21 in Hybrid Equity category. .

Below is the key information for Baroda Pioneer Hybrid Equity Fund

Baroda Pioneer Hybrid Equity Fund
Growth
Launch Date 12 Sep 03
NAV (11 Mar 22) ₹81.2894 ↑ 0.36   (0.45 %)
Net Assets (Cr) ₹389 on 31 Jan 22
Category Hybrid - Hybrid Equity
AMC Baroda Pioneer Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.48
Sharpe Ratio 2.59
Information Ratio -0.07
Alpha Ratio 6.53
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 20₹10,000
30 Apr 21₹14,224

Baroda Pioneer 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 Baroda Pioneer Hybrid Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Dec 21

DurationReturns
1 Month -2.8%
3 Month -3.5%
6 Month -0.8%
1 Year 14.8%
3 Year 14.3%
5 Year 11.2%
10 Year
15 Year
Since launch 12%
Historical performance (Yearly) on absolute basis
YearReturns
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
Fund Manager information for Baroda Pioneer Hybrid Equity Fund
NameSinceTenure

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

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

7. SBI Equity Hybrid Fund

(Erstwhile SBI Magnum Balanced Fund)

To provide investors long term capital appreciation along with the liquidity of open-ended scheme by investing in a mix of debt and equity. The scheme will invest in a diversified portfolio of equities of high growth companies and balance the risk through investing the rest in a relatively safe portfolio of debt.

SBI Equity Hybrid Fund is a Hybrid - Hybrid Equity fund was launched on 19 Jan 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15% since its launch.  Ranked 10 in Hybrid Equity category.  Return for 2024 was 14.2% , 2023 was 16.4% and 2022 was 2.3% .

Below is the key information for SBI Equity Hybrid Fund

SBI Equity Hybrid Fund
Growth
Launch Date 19 Jan 05
NAV (16 May 25) ₹294.801 ↓ -0.07   (-0.02 %)
Net Assets (Cr) ₹72,555 on 31 Mar 25
Category Hybrid - Hybrid Equity
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.46
Sharpe Ratio 0.43
Information Ratio -0.02
Alpha Ratio 3.68
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 Apr 20₹10,000
30 Apr 21₹13,612
30 Apr 22₹15,784
30 Apr 23₹16,082
30 Apr 24₹20,226
30 Apr 25₹22,578

SBI 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 ₹493,520.
Net Profit of ₹193,520
Invest Now

Returns for SBI 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 31 Dec 21

DurationReturns
1 Month 4.7%
3 Month 8.9%
6 Month 9.5%
1 Year 14.4%
3 Year 15.5%
5 Year 19.2%
10 Year
15 Year
Since launch 15%
Historical performance (Yearly) on absolute basis
YearReturns
2024 14.2%
2023 16.4%
2022 2.3%
2021 23.6%
2020 12.9%
2019 13.5%
2018 -0.1%
2017 27.7%
2016 3.7%
2015 7.4%
Fund Manager information for SBI Equity Hybrid Fund
NameSinceTenure
R. Srinivasan1 Jan 1213.34 Yr.
Rajeev Radhakrishnan1 Dec 231.41 Yr.
Mansi Sajeja1 Dec 231.41 Yr.
Pradeep Kesavan1 Dec 231.41 Yr.

Data below for SBI Equity Hybrid Fund as on 31 Mar 25

Asset Allocation
Asset ClassValue
Cash3.38%
Equity71.82%
Debt24.44%
Equity Sector Allocation
SectorValue
Financial Services22.66%
Basic Materials9.65%
Industrials9.33%
Consumer Cyclical6.37%
Technology5.25%
Communication Services5.22%
Health Care4.58%
Consumer Defensive3.8%
Energy2.66%
Utility1.37%
Real Estate0.92%
Debt Sector Allocation
SectorValue
Government12.74%
Corporate12.06%
Cash Equivalent3.38%
Credit Quality
RatingValue
A5.04%
AA19.93%
AAA73.71%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 11 | HDFCBANK
6%₹4,428 Cr23,000,000
6.79% Govt Stock 2034
Sovereign Bonds | -
5%₹3,941 Cr382,501,100
Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Jul 16 | SOLARINDS
4%₹3,293 Cr2,500,000
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | ICICIBANK
4%₹3,282 Cr23,000,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 17 | BHARTIARTL
4%₹3,170 Cr17,000,000
Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Apr 16 | DIVISLAB
3%₹2,527 Cr4,150,924
↓ -150,438
State Bank of India (Financial Services)
Equity, Since 28 Feb 14 | SBIN
3%₹2,366 Cr30,000,000
Shree Cement Ltd (Basic Materials)
Equity, Since 30 Sep 18 | 500387
3%₹2,288 Cr770,000
MRF Ltd (Consumer Cyclical)
Equity, Since 31 May 18 | 500290
3%₹2,287 Cr170,000
Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY
3%₹2,250 Cr15,000,000

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