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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Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78 ₹1,954 0.5 10.5 27.1 16 14.2 SBI Dynamic Asset Allocation Fund Growth ₹15.9463
↑ 0.03 ₹655 3.9 6.2 25.1 6.9 8.3 Baroda Pioneer Hybrid Equity Fund Growth ₹81.2894
↑ 0.36 ₹389 -3.5 -0.8 14.8 14.3 11.2 IDBI Hybrid Equity Fund Growth ₹17.1253
↓ -0.01 ₹179 7.8 9.8 12.1 14.4 7.1 Franklin India Multi - Asset Solution Fund Growth ₹21.1056
↑ 0.03 ₹62 1.8 10.6 11.8 13.5 14.5 11.7 Essel Regular Savings Fund Growth ₹26.1285
↑ 0.02 ₹36 0.8 3.8 9.4 5.4 5.8 Nippon India Hybrid Bond Fund Growth ₹58.1529
↓ -0.04 ₹899 1.5 5.7 7.4 8.8 8.9 7.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Dec 21 Research Highlights & Commentary of 7 Funds showcased
Commentary Sundaram Equity Hybrid Fund SBI Dynamic Asset Allocation Fund Baroda Pioneer Hybrid Equity Fund IDBI Hybrid Equity Fund Franklin India Multi - Asset Solution Fund Essel Regular Savings Fund Nippon India Hybrid Bond Fund Point 1 Highest AUM (₹1,954 Cr). Upper mid AUM (₹655 Cr). Lower mid AUM (₹389 Cr). Lower mid AUM (₹179 Cr). Bottom quartile AUM (₹62 Cr). Bottom quartile AUM (₹36 Cr). Upper mid AUM (₹899 Cr). Point 2 Oldest track record among peers (25 yrs). Established history (10+ yrs). Established history (21+ yrs). Established history (8+ yrs). Established history (10+ yrs). Established history (15+ yrs). Established history (21+ yrs). Point 3 Rating: 2★ (upper mid). Not Rated. Top rated. Not Rated. Not Rated. Rating: 1★ (lower mid). Rating: 3★ (upper mid). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderate. Risk profile: Moderate. Point 5 5Y return: 14.20% (upper mid). 5Y return: 8.31% (lower mid). 5Y return: 11.17% (upper mid). 5Y return: 7.09% (bottom quartile). 5Y return: 14.46% (top quartile). 5Y return: 5.81% (bottom quartile). 5Y return: 8.86% (lower mid). Point 6 3Y return: 16.03% (top quartile). 3Y return: 6.92% (bottom quartile). 3Y return: 14.26% (upper mid). 3Y return: 14.43% (upper mid). 3Y return: 13.48% (lower mid). 3Y return: 5.43% (bottom quartile). 3Y return: 8.77% (lower mid). Point 7 1Y return: 27.10% (top quartile). 1Y return: 25.12% (upper mid). 1Y return: 14.82% (upper mid). 1Y return: 12.06% (lower mid). 1Y return: 11.82% (lower mid). 1Y return: 9.39% (bottom quartile). 1Y return: 7.40% (bottom quartile). Point 8 1M return: 1.80% (upper mid). 1M return: 1.04% (upper mid). 1M return: -2.79% (bottom quartile). 1M return: 2.10% (top quartile). 1M return: 0.06% (lower mid). 1M return: -0.76% (bottom quartile). 1M return: 0.23% (lower mid). Point 9 Alpha: 5.81 (upper mid). Alpha: 0.00 (lower mid). Alpha: 6.53 (top quartile). Alpha: -0.26 (bottom quartile). Alpha: 0.00 (lower mid). Alpha: -0.73 (bottom quartile). Alpha: 0.77 (upper mid). Point 10 Sharpe: 2.64 (top quartile). Sharpe: 2.59 (upper mid). Sharpe: 2.59 (upper mid). Sharpe: 1.03 (bottom quartile). Sharpe: 1.08 (lower mid). Sharpe: 1.55 (lower mid). Sharpe: 0.53 (bottom quartile). Sundaram Equity Hybrid Fund
SBI Dynamic Asset Allocation Fund
Baroda Pioneer Hybrid Equity Fund
IDBI Hybrid Equity Fund
Franklin India Multi - Asset Solution Fund
Essel Regular Savings Fund
Nippon India Hybrid Bond 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. Below is the key information for Sundaram Equity Hybrid Fund Returns up to 1 year are on 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. Research Highlights for SBI Dynamic Asset Allocation Fund Below is the key information for SBI Dynamic Asset Allocation Fund Returns up to 1 year are on (Erstwhile Baroda Pioneer Balance Fund) The scheme is targeted for long-term capital appreciation along with stability through a well balanced portfolio comprising of equity,equity related instruments, money market instrument and debt securities. Research Highlights for Baroda Pioneer Hybrid Equity Fund Below is the key information for Baroda Pioneer Hybrid Equity Fund Returns up to 1 year are on (Erstwhile IDBI Prudence Fund) The investment objective of the scheme would be to generate opportunities for capital appreciation along with income by investing in a diversified basket of equity and equity related instruments, debt and money market instruments. However, there can be no assurance that the investment objective of the scheme will be realized. Research Highlights for IDBI Hybrid Equity Fund Below is the key information for IDBI Hybrid Equity Fund Returns up to 1 year are on 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. Research Highlights for Franklin India Multi - Asset Solution Fund Below is the key information for Franklin India Multi - Asset Solution Fund Returns up to 1 year are on (Erstwhile Essel Income Plus Fund) To generate regular income through a portfolio of predominantly high quality fixed income securities and with a marginal exposure to equity & equity related securities. However, there can be no assurance that the investment objective of the scheme will be achieved. The scheme does not assure or guarantee any returns. Research Highlights for Essel Regular Savings Fund Below is the key information for Essel Regular Savings Fund Returns up to 1 year are on (Erstwhile Reliance Monthly Income Plan) The primary investment objective of the Scheme is to generate regular income in order to make regular dividend payments to unit holders and the secondary objective is growth of capital. Research Highlights for Nippon India Hybrid Bond Fund Below is the key information for Nippon India Hybrid Bond Fund Returns up to 1 year are on 1. Sundaram Equity Hybrid Fund
Sundaram Equity Hybrid Fund
Growth Launch Date 23 Jun 00 NAV (31 Dec 21) ₹135.137 ↑ 0.78 (0.58 %) Net Assets (Cr) ₹1,954 on 30 Nov 21 Category Hybrid - Hybrid Equity AMC Sundaram Asset Management Company Ltd Rating ☆☆ Risk Moderately High Expense Ratio 2.18 Sharpe Ratio 2.64 Information Ratio -0.12 Alpha Ratio 5.81 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹13,845 Returns for Sundaram Equity Hybrid Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 31 Dec 21 Duration Returns 1 Month 1.8% 3 Month 0.5% 6 Month 10.5% 1 Year 27.1% 3 Year 16% 5 Year 14.2% 10 Year 15 Year Since launch 12.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for Sundaram Equity Hybrid Fund
Name Since Tenure Data below for Sundaram Equity Hybrid Fund as on 30 Nov 21
Asset Allocation
Asset Class Value Equity Sector Allocation
Sector Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. 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 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.
Date Value 31 Jul 20 ₹10,000 Returns for SBI Dynamic Asset Allocation Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 31 Dec 21 Duration Returns 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
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for SBI Dynamic Asset Allocation Fund
Name Since Tenure Data below for SBI Dynamic Asset Allocation Fund as on 31 May 21
Asset Allocation
Asset Class Value Equity Sector Allocation
Sector Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. Baroda Pioneer Hybrid Equity Fund
Baroda Pioneer Hybrid Equity Fund
Growth Launch Date 12 Sep 03 NAV (11 Mar 22) ₹81.2894 ↑ 0.36 (0.45 %) Net Assets (Cr) ₹389 on 31 Jan 22 Category Hybrid - Hybrid Equity AMC Baroda Pioneer Asset Management Co. Ltd. Rating ☆☆☆ Risk Moderately High Expense Ratio 2.48 Sharpe Ratio 2.59 Information Ratio -0.07 Alpha Ratio 6.53 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹14,272 Returns for Baroda Pioneer Hybrid Equity Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 31 Dec 21 Duration Returns 1 Month -2.8% 3 Month -3.5% 6 Month -0.8% 1 Year 14.8% 3 Year 14.3% 5 Year 11.2% 10 Year 15 Year Since launch 12% Historical performance (Yearly) on absolute basis
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for Baroda Pioneer Hybrid Equity Fund
Name Since Tenure Data below for Baroda Pioneer Hybrid Equity Fund as on 31 Jan 22
Asset Allocation
Asset Class Value Equity Sector Allocation
Sector Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. IDBI Hybrid Equity Fund
IDBI Hybrid Equity Fund
Growth Launch Date 24 Oct 16 NAV (28 Jul 23) ₹17.1253 ↓ -0.01 (-0.05 %) Net Assets (Cr) ₹179 on 30 Jun 23 Category Hybrid - Hybrid Equity AMC IDBI Asset Management Limited Rating Risk Moderately High Expense Ratio 2.52 Sharpe Ratio 1.03 Information Ratio -1.03 Alpha Ratio -0.26 Min Investment 5,000 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹12,956 31 Jul 22 ₹13,514 Returns for IDBI Hybrid Equity Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 31 Dec 21 Duration Returns 1 Month 2.1% 3 Month 7.8% 6 Month 9.8% 1 Year 12.1% 3 Year 14.4% 5 Year 7.1% 10 Year 15 Year Since launch 8.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for IDBI Hybrid Equity Fund
Name Since Tenure Data below for IDBI Hybrid Equity Fund as on 30 Jun 23
Asset Allocation
Asset Class Value Equity Sector Allocation
Sector Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. Franklin India Multi - Asset Solution Fund
Franklin India Multi - Asset Solution Fund
Growth Launch Date 28 Nov 14 NAV (28 Aug 25) ₹21.1056 ↑ 0.03 (0.14 %) Net Assets (Cr) ₹62 on 31 Jul 25 Category Hybrid - Dynamic Allocation AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating Risk Moderately High Expense Ratio 1.36 Sharpe Ratio 1.08 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.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹12,841 31 Jul 22 ₹13,696 31 Jul 23 ₹15,039 31 Jul 24 ₹17,790 31 Jul 25 ₹20,169 Returns for Franklin India Multi - Asset Solution Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 31 Dec 21 Duration Returns 1 Month 0.1% 3 Month 1.8% 6 Month 10.6% 1 Year 11.8% 3 Year 13.5% 5 Year 14.5% 10 Year 15 Year Since launch 7.2% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Rahul Goswami 4 Jul 25 0.08 Yr. Pallab Roy 4 Jul 25 0.08 Yr. Rohan Maru 4 Jul 25 0.08 Yr. Data below for Franklin India Multi - Asset Solution Fund as on 31 Jul 25
Asset Allocation
Asset Class Value Cash 23.44% Equity 36.58% Debt 39.86% Other 0.12% Equity Sector Allocation
Sector Value Financial Services 11.6% Consumer Cyclical 6.99% Technology 4.72% Health Care 3.08% Consumer Defensive 2.81% Industrials 2.67% Energy 1.9% Basic Materials 1.12% Real Estate 0.62% Communication Services 0.56% Utility 0.52% Debt Sector Allocation
Sector Value Corporate 30.52% Cash Equivalent 22.03% Government 10.74% Credit Quality
Rating Value AA 16.83% AAA 83.17% Top Securities Holdings / Portfolio
Name Holding Value Quantity Franklin India Large Cap Dir Gr
Investment Fund | -38% ₹27 Cr 233,494
↓ -2,199 ICICI Pru Short Term Dir Gr
Investment Fund | -22% ₹16 Cr 2,389,483 SBI Short Term Debt Dir Gr
Investment Fund | -22% ₹16 Cr 4,589,294 Franklin India Liquid Sup Inst Dir Gr
Investment Fund | -0% ₹0 Cr 14 Franklin India S/T Inc Sgtd Ptf3DirRetGr
Investment Fund | -0% ₹0 Cr 23,974 Call, Cash & Other Assets
CBLO | -18% ₹13 Cr Nippon India ETF Gold BeES
- | -₹0 Cr 00
↓ -1,295,920 6. Essel Regular Savings Fund
Essel Regular Savings Fund
Growth Launch Date 29 Jul 10 NAV (14 Nov 24) ₹26.1285 ↑ 0.02 (0.06 %) Net Assets (Cr) ₹36 on 30 Sep 24 Category Hybrid - Hybrid Debt AMC Essel Funds Management Company Ltd Rating ☆ Risk Moderate Expense Ratio 1.95 Sharpe Ratio 1.55 Information Ratio -0.87 Alpha Ratio -0.73 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹10,821 31 Jul 22 ₹11,075 31 Jul 23 ₹11,839 31 Jul 24 ₹13,012 Returns for Essel Regular Savings Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 31 Dec 21 Duration Returns 1 Month -0.8% 3 Month 0.8% 6 Month 3.8% 1 Year 9.4% 3 Year 5.4% 5 Year 5.8% 10 Year 15 Year Since launch 6.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for Essel Regular Savings Fund
Name Since Tenure Data below for Essel Regular Savings Fund as on 30 Sep 24
Asset Allocation
Asset Class Value Equity Sector Allocation
Sector Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 7. Nippon India Hybrid Bond Fund
Nippon India Hybrid Bond Fund
Growth Launch Date 29 Dec 03 NAV (29 Aug 25) ₹58.1529 ↓ -0.04 (-0.07 %) Net Assets (Cr) ₹899 on 31 Jul 25 Category Hybrid - Hybrid Debt AMC Nippon Life Asset Management Ltd. Rating ☆☆☆ Risk Moderate Expense Ratio 1.9 Sharpe Ratio 0.53 Information Ratio -0.32 Alpha Ratio 0.77 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹11,191 31 Jul 22 ₹11,860 31 Jul 23 ₹12,983 31 Jul 24 ₹14,220 31 Jul 25 ₹15,330 Returns for Nippon India Hybrid Bond Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 31 Dec 21 Duration Returns 1 Month 0.2% 3 Month 1.5% 6 Month 5.7% 1 Year 7.4% 3 Year 8.8% 5 Year 8.9% 10 Year 15 Year Since launch 8.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.8% 2023 10.2% 2022 4.8% 2021 10.1% 2020 -8.5% 2019 2.8% 2018 4% 2017 9.3% 2016 9.2% 2015 6.2% Fund Manager information for Nippon India Hybrid Bond Fund
Name Since Tenure Dhrumil Shah 10 Sep 21 3.89 Yr. Kinjal Desai 29 Dec 03 21.6 Yr. Sushil Budhia 1 Feb 20 5.5 Yr. Akshay Sharma 1 Dec 22 2.67 Yr. Data below for Nippon India Hybrid Bond Fund as on 31 Jul 25
Asset Allocation
Asset Class Value Cash 7.13% Equity 15.74% Debt 76.84% Other 0.29% Equity Sector Allocation
Sector Value Financial Services 5.19% Real Estate 1.85% Industrials 1.54% Energy 1.33% Technology 1.32% Consumer Cyclical 1.2% Consumer Defensive 0.9% Basic Materials 0.88% Health Care 0.61% Communication Services 0.57% Utility 0.36% Debt Sector Allocation
Sector Value Corporate 65.15% Government 11.69% Cash Equivalent 7.13% Credit Quality
Rating Value A 22.22% AA 47.7% AAA 30.08% Top Securities Holdings / Portfolio
Name Holding Value Quantity 7.02% Govt Stock 2031
Sovereign Bonds | -6% ₹52 Cr 5,000,000 Aditya Birla Real Estate Limited
Debentures | -4% ₹36 Cr 3,500 Suryapet Khammam Road Private Limited
Debentures | -3% ₹31 Cr 3,862 7.1% Govt Stock 2029
Sovereign Bonds | -3% ₹31 Cr 3,000,000 Mancherial Repallewada Road Private Limited
Debentures | -3% ₹31 Cr 3,400 Renserv Global Private Limited
Debentures | -3% ₹30 Cr 3,000 Bamboo Hotel And Global Centre (Delhi) Private Limited
Debentures | -3% ₹27 Cr 2,700 Delhi International Airport Limited
Debentures | -3% ₹27 Cr 2,600 TRuhome Finance Limited
Debentures | -3% ₹26 Cr 2,500 Vedanta Limited
Debentures | -3% ₹25 Cr 2,500
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