7 ಅತ್ಯುತ್ತಮ ಆಕ್ರಮಣಕಾರಿ ಹೈಬ್ರಿಡ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳು 2022

Updated on April 14, 2026 , 27672 views

ಆಕ್ರಮಣಕಾರಿಹೈಬ್ರಿಡ್ ಫಂಡ್ ಕಡೆಗೆ ಒಲವು ತೋರಲು ಬಯಸುವ ಹೂಡಿಕೆದಾರರಿಗೆ ಸೂಕ್ತವಾಗಿದೆಹೂಡಿಕೆ ಒಳಗೆಇಕ್ವಿಟಿ ಫಂಡ್‌ಗಳು, ಆದರೆ ಅದೇ ಸಮಯದಲ್ಲಿ ಪೋರ್ಟ್ಫೋಲಿಯೊದಲ್ಲಿ ಸ್ಥಿರತೆಯನ್ನು ಬಯಸುತ್ತದೆ. ಈ ನಿಧಿಯು ಈಕ್ವಿಟಿ ಮತ್ತು ಹೈಬ್ರಿಡ್ ಫಂಡ್ ಎರಡರ ಮಿಶ್ರಣವಾಗಿದೆ. ಆದರೆ, ಈ ನಿಧಿಯಲ್ಲಿ ಈಕ್ವಿಟಿ ಉಪಕರಣದ ಭಾಗವು ಹೆಚ್ಚಿರುವುದರಿಂದ, ಇದನ್ನು ಆಕ್ರಮಣಕಾರಿ ಹೈಬ್ರಿಡ್ ಫಂಡ್ ಎಂದು ಕರೆಯಲಾಗುತ್ತದೆ. ಈ ವರ್ಗದಿಂದ ಉತ್ತಮ ಫಂಡ್‌ಗಳನ್ನು ಆಯ್ಕೆಮಾಡಲು ಮಾರ್ಗದರ್ಶಿ ಅಗತ್ಯವಿರುವ ಹೂಡಿಕೆದಾರರು, ಹೂಡಿಕೆ ಮಾಡಲು ನಾವು ಕೆಲವು ಅತ್ಯುತ್ತಮ ಆಕ್ರಮಣಕಾರಿ ಹೈಬ್ರಿಡ್ ಫಂಡ್‌ಗಳನ್ನು ಶಾರ್ಟ್‌ಲಿಸ್ಟ್ ಮಾಡಿದ್ದೇವೆ.

ಆಕ್ರಮಣಕಾರಿ ಹೈಬ್ರಿಡ್ ಫಂಡ್‌ಗಳು ಯಾವುವು?

ಆಕ್ರಮಣಕಾರಿ ಹೈಬ್ರಿಡ್ ಫಂಡ್ ತನ್ನ ಒಟ್ಟು ಸ್ವತ್ತುಗಳ ಸುಮಾರು 65 ರಿಂದ 85 ಪ್ರತಿಶತದಷ್ಟು ಈಕ್ವಿಟಿ-ಸಂಬಂಧಿತ ಸಾಧನಗಳಲ್ಲಿ ಮತ್ತು ಸುಮಾರು 20 ರಿಂದ 35 ಪ್ರತಿಶತದಷ್ಟು ಸಾಲ ಸಾಧನಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುತ್ತದೆ. ನಿಧಿಯ ಗರಿಷ್ಠ ಹಂಚಿಕೆಯು ಈಕ್ವಿಟಿಯಾಗಿರುವುದರಿಂದ, ಇದನ್ನು ಹೈಬ್ರಿಡ್ ಇಕ್ವಿಟಿ ಫಂಡ್ ಎಂದೂ ಕರೆಯಬಹುದು.

ಈ ನಿಧಿಯು ಸಾಲ ಉಪಕರಣದ ಒಂದು ಭಾಗವನ್ನು ಹೊಂದಿರುವುದರಿಂದ, ಅವು ಶುದ್ಧ ಇಕ್ವಿಟಿಗಿಂತ ತುಲನಾತ್ಮಕವಾಗಿ ಕಡಿಮೆ ಬಾಷ್ಪಶೀಲವಾಗಿರುತ್ತವೆಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳು. ಆದಾಗ್ಯೂ, ಈಕ್ವಿಟಿಗಳಲ್ಲಿ ಅದರ ಕಾರ್ಪಸ್‌ನ 65 ಪ್ರತಿಶತ (ಅಥವಾ ಅದಕ್ಕಿಂತ ಹೆಚ್ಚಿನ) ಹೂಡಿಕೆ ಮಾಡುವ ಯೋಜನೆಯನ್ನು ಅಪಾಯ-ಮುಕ್ತ ಹೂಡಿಕೆ ಎಂದು ಪರಿಗಣಿಸಲಾಗುವುದಿಲ್ಲ.

ಯಾರು ಹೂಡಿಕೆ ಮಾಡಬೇಕು?

ಎಹೂಡಿಕೆದಾರ ಹೂಡಿಕೆಯಲ್ಲಿ ಕೆಲವು ಮಟ್ಟದ ಅಪಾಯವನ್ನು ಸಹಿಸಿಕೊಳ್ಳಬಲ್ಲವರು ಆಕ್ರಮಣಕಾರಿ ಹೈಬ್ರಿಡ್ ಫಂಡ್‌ಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುವುದನ್ನು ಪರಿಗಣಿಸಬಹುದು. ಅಲ್ಲದೆ, ಈಕ್ವಿಟಿಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಲು ಬಯಸುವ ಹೂಡಿಕೆದಾರರು, ಆದರೆ ಅದೇ ಸಮಯದಲ್ಲಿ ಸುರಕ್ಷಿತ ಮಾರ್ಗವನ್ನು ತೆಗೆದುಕೊಳ್ಳಲು ಬಯಸುತ್ತಾರೆ ಈ ನಿಧಿಯೊಂದಿಗೆ ಪ್ರಾರಂಭಿಸಬಹುದು.

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ಟಾಪ್ 7 ಅತ್ಯುತ್ತಮ ಕಾರ್ಯಕ್ಷಮತೆಯ ಆಕ್ರಮಣಕಾರಿ ಹೈಬ್ರಿಡ್ ಫಂಡ್‌ಗಳು 2022

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
BOI AXA Mid and Small Cap Equity and Debt Fund Growth	₹39.34 ↑ 0.47	₹1,360	4.1	3.5	12.4	19.8	17.5	-0.9
ICICI Prudential Equity and Debt Fund Growth	₹401.24 ↓ -0.25	₹50,205	-1.5	-1.2	8.1	18.2	18.7	13.3
JM Equity Hybrid Fund Growth	₹115.451 ↑ 0.52	₹735	-3	-6.2	0.9	17	14.7	-3.1
Sundaram Equity Hybrid Fund Growth	₹135.137 ↑ 0.78	₹1,954	0.5	10.5	27.1	16	14.2
Bandhan Hybrid Equity Fund Growth	₹26.496 ↑ 0.03	₹1,747	-1	-1.3	10.9	15.7	13.3	7.7
UTI Hybrid Equity Fund Growth	₹403.451 ↑ 0.47	₹6,663	-2.9	-1	5.3	15.3	14.4	6.4
Kotak Equity Hybrid Fund Growth	₹62.703 ↑ 0.20	₹8,653	0	-2.6	9.5	14.7	13.1	4.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Apr 26

Research Highlights & Commentary of 7 Funds showcased

Commentary	BOI AXA Mid and Small Cap Equity and Debt Fund	ICICI Prudential Equity and Debt Fund	JM Equity Hybrid Fund	Sundaram Equity Hybrid Fund	Bandhan Hybrid Equity Fund	UTI Hybrid Equity Fund	Kotak Equity Hybrid Fund
Point 1	Bottom quartile AUM (₹1,360 Cr).	Highest AUM (₹50,205 Cr).	Bottom quartile AUM (₹735 Cr).	Lower mid AUM (₹1,954 Cr).	Lower mid AUM (₹1,747 Cr).	Upper mid AUM (₹6,663 Cr).	Upper mid AUM (₹8,653 Cr).
Point 2	Established history (9+ yrs).	Established history (26+ yrs).	Oldest track record among peers (31 yrs).	Established history (25+ yrs).	Established history (9+ yrs).	Established history (31+ yrs).	Established history (11+ yrs).
Point 3	Not Rated.	Top rated.	Rating: 1★ (lower mid).	Rating: 2★ (lower mid).	Not Rated.	Rating: 3★ (upper 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: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 17.53% (upper mid).	5Y return: 18.66% (top quartile).	5Y return: 14.75% (upper mid).	5Y return: 14.20% (lower mid).	5Y return: 13.27% (bottom quartile).	5Y return: 14.36% (lower mid).	5Y return: 13.07% (bottom quartile).
Point 6	3Y return: 19.78% (top quartile).	3Y return: 18.17% (upper mid).	3Y return: 17.01% (upper mid).	3Y return: 16.03% (lower mid).	3Y return: 15.71% (lower mid).	3Y return: 15.31% (bottom quartile).	3Y return: 14.65% (bottom quartile).
Point 7	1Y return: 12.37% (upper mid).	1Y return: 8.08% (lower mid).	1Y return: 0.89% (bottom quartile).	1Y return: 27.10% (top quartile).	1Y return: 10.91% (upper mid).	1Y return: 5.29% (bottom quartile).	1Y return: 9.48% (lower mid).
Point 8	1M return: 8.43% (top quartile).	1M return: 3.74% (lower mid).	1M return: 5.93% (upper mid).	1M return: 1.80% (bottom quartile).	1M return: 5.04% (lower mid).	1M return: 3.20% (bottom quartile).	1M return: 5.39% (upper mid).
Point 9	Alpha: 0.00 (lower mid).	Alpha: 3.49 (upper mid).	Alpha: -6.31 (bottom quartile).	Alpha: 5.81 (top quartile).	Alpha: 4.83 (upper mid).	Alpha: -0.58 (bottom quartile).	Alpha: 0.00 (lower mid).
Point 10	Sharpe: 1.04 (lower mid).	Sharpe: 1.45 (upper mid).	Sharpe: 0.19 (bottom quartile).	Sharpe: 2.64 (top quartile).	Sharpe: 1.47 (upper mid).	Sharpe: 0.90 (bottom quartile).	Sharpe: 1.39 (lower mid).

BOI AXA Mid and Small Cap Equity and Debt Fund

Bottom quartile AUM (₹1,360 Cr).
Established history (9+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 17.53% (upper mid).
3Y return: 19.78% (top quartile).
1Y return: 12.37% (upper mid).
1M return: 8.43% (top quartile).
Alpha: 0.00 (lower mid).
Sharpe: 1.04 (lower mid).

ICICI Prudential Equity and Debt Fund

Highest AUM (₹50,205 Cr).
Established history (26+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 18.66% (top quartile).
3Y return: 18.17% (upper mid).
1Y return: 8.08% (lower mid).
1M return: 3.74% (lower mid).
Alpha: 3.49 (upper mid).
Sharpe: 1.45 (upper mid).

JM Equity Hybrid Fund

Bottom quartile AUM (₹735 Cr).
Oldest track record among peers (31 yrs).
Rating: 1★ (lower mid).
Risk profile: Moderately High.
5Y return: 14.75% (upper mid).
3Y return: 17.01% (upper mid).
1Y return: 0.89% (bottom quartile).
1M return: 5.93% (upper mid).
Alpha: -6.31 (bottom quartile).
Sharpe: 0.19 (bottom quartile).

Sundaram Equity Hybrid Fund

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

Bandhan Hybrid Equity Fund

Lower mid AUM (₹1,747 Cr).
Established history (9+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 13.27% (bottom quartile).
3Y return: 15.71% (lower mid).
1Y return: 10.91% (upper mid).
1M return: 5.04% (lower mid).
Alpha: 4.83 (upper mid).
Sharpe: 1.47 (upper mid).

UTI Hybrid Equity Fund

Upper mid AUM (₹6,663 Cr).
Established history (31+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 14.36% (lower mid).
3Y return: 15.31% (bottom quartile).
1Y return: 5.29% (bottom quartile).
1M return: 3.20% (bottom quartile).
Alpha: -0.58 (bottom quartile).
Sharpe: 0.90 (bottom quartile).

Kotak Equity Hybrid Fund

Upper mid AUM (₹8,653 Cr).
Established history (11+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 13.07% (bottom quartile).
3Y return: 14.65% (bottom quartile).
1Y return: 9.48% (lower mid).
1M return: 5.39% (upper mid).
Alpha: 0.00 (lower mid).
Sharpe: 1.39 (lower mid).

*ಆಧಾರಿತ ನಿಧಿಗಳ ಪಟ್ಟಿಆಸ್ತಿ >= 200 ಕೋಟಿ & ವಿಂಗಡಿಸಲಾಗಿದೆ3 ವರ್ಷಸಿಎಜಿಆರ್ ಹಿಂತಿರುಗಿ.

1. BOI AXA Mid and Small Cap Equity and Debt Fund

(Erstwhile BOI AXA Mid Cap Equity And Debt Fund)

The scheme's objective is to provide capital appreciation and income distribution to investors from a portfolio constituting of mid cap equity and equity related securities as well as fixed income securities.However there can be no assurance that the investment objectives of the Scheme will be realized

Research Highlights for BOI AXA Mid and Small Cap Equity and Debt Fund

Bottom quartile AUM (₹1,360 Cr).
Established history (9+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 17.53% (upper mid).
3Y return: 19.78% (top quartile).
1Y return: 12.37% (upper mid).
1M return: 8.43% (top quartile).
Alpha: 0.00 (lower mid).
Sharpe: 1.04 (lower mid).
Information ratio: 0.00 (lower mid).

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 (16 Apr 26)	₹39.34 ↑ 0.47 (1.21 %)
Net Assets (Cr)	₹1,360 on 28 Feb 26
Category	Hybrid - Hybrid Equity
AMC	BOI AXA Investment Mngrs Private Ltd
Rating	Not Rated
Risk	Moderately High
Expense Ratio	2.27
Sharpe Ratio	1.04
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	1,000
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value

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

Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047 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 16 Apr 26

Duration	Returns
1 Month	8.4%
3 Month	4.1%
6 Month	3.5%
1 Year	12.4%
3 Year	19.8%
5 Year	17.5%
10 Year
15 Year
Since launch	15.1%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	-0.9%
2023	25.8%
2022	33.7%
2021	-4.8%
2020	54.5%
2019	31.1%
2018	-4.7%
2017	-14.2%
2016	47.1%
2015

Fund Manager information for BOI AXA Mid and Small Cap Equity and Debt Fund

Name	Since	Tenure

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

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. ICICI Prudential Equity and Debt Fund

(Erstwhile ICICI Prudential Balanced Fund)

To generate long term capital appreciation and current income from a portfolio that is invested in equity and equity related securities as well as in fixed income securities.

Research Highlights for ICICI Prudential Equity and Debt Fund

Highest AUM (₹50,205 Cr).
Established history (26+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 18.66% (top quartile).
3Y return: 18.17% (upper mid).
1Y return: 8.08% (lower mid).
1M return: 3.74% (lower mid).
Alpha: 3.49 (upper mid).
Sharpe: 1.45 (upper mid).
Information ratio: 1.75 (top quartile).

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 (16 Apr 26)	₹401.24 ↓ -0.25 (-0.06 %)
Net Assets (Cr)	₹50,205 on 28 Feb 26
Category	Hybrid - Hybrid Equity
AMC	ICICI Prudential Asset Management Company Limited
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.6
Sharpe Ratio	1.45
Information Ratio	1.75
Alpha Ratio	3.49
Min Investment	5,000
Min SIP Investment	100
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value

ICICI Prudential Equity and Debt Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656 Invest Now

Returns for ICICI Prudential Equity and Debt Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Apr 26

Duration	Returns
1 Month	3.7%
3 Month	-1.5%
6 Month	-1.2%
1 Year	8.1%
3 Year	18.2%
5 Year	18.7%
10 Year
15 Year
Since launch	15%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	13.3%
2023	17.2%
2022	28.2%
2021	11.7%
2020	41.7%
2019	9%
2018	9.3%
2017	-1.9%
2016	24.8%
2015	13.7%

Fund Manager information for ICICI Prudential Equity and Debt Fund

Name	Since	Tenure

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

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. JM Equity Hybrid Fund

(Erstwhile JM Balanced Fund)

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

Research Highlights for JM Equity Hybrid Fund

Bottom quartile AUM (₹735 Cr).
Oldest track record among peers (31 yrs).
Rating: 1★ (lower mid).
Risk profile: Moderately High.
5Y return: 14.75% (upper mid).
3Y return: 17.01% (upper mid).
1Y return: 0.89% (bottom quartile).
1M return: 5.93% (upper mid).
Alpha: -6.31 (bottom quartile).
Sharpe: 0.19 (bottom quartile).
Information ratio: 0.45 (lower mid).

Below is the key information for JM Equity Hybrid Fund

JM Equity Hybrid Fund Growth
Launch Date	1 Apr 95
NAV (16 Apr 26)	₹115.451 ↑ 0.52 (0.45 %)
Net Assets (Cr)	₹735 on 28 Feb 26
Category	Hybrid - Hybrid Equity
AMC	JM Financial Asset Management Limited
Rating	☆
Risk	Moderately High
Expense Ratio	2.3
Sharpe Ratio	0.19
Information Ratio	0.45
Alpha Ratio	-6.31
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-60 Days (1%),60 Days and above(NIL)

Growth of 10,000 investment over the years.

Date	Value

JM Equity Hybrid Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710 Invest Now

Returns for JM Equity Hybrid Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Apr 26

Duration	Returns
1 Month	5.9%
3 Month	-3%
6 Month	-6.2%
1 Year	0.9%
3 Year	17%
5 Year	14.7%
10 Year
15 Year
Since launch	12.1%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	-3.1%
2023	27%
2022	33.8%
2021	8.1%
2020	22.9%
2019	30.5%
2018	-8.1%
2017	1.7%
2016	18.5%
2015	3%

Fund Manager information for JM Equity Hybrid Fund

Name	Since	Tenure

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

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. Sundaram Equity Hybrid Fund

(Erstwhile Sundaram Balanced Fund)

The scheme seeks to generate capital appreciation and current income through a judicious mix of investments in equities and fixed income securities.

Research Highlights for Sundaram Equity Hybrid Fund

Lower mid AUM (₹1,954 Cr).
Established history (25+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 14.20% (lower mid).
3Y return: 16.03% (lower mid).
1Y return: 27.10% (top quartile).
1M return: 1.80% (bottom quartile).
Alpha: 5.81 (top quartile).
Sharpe: 2.64 (top quartile).
Information ratio: -0.12 (bottom quartile).

Below is the key information for Sundaram Equity Hybrid Fund

Sundaram Equity Hybrid Fund Growth
Launch Date	23 Jun 00
NAV (31 Dec 21)	₹135.137 ↑ 0.78 (0.58 %)
Net Assets (Cr)	₹1,954 on 30 Nov 21
Category	Hybrid - Hybrid Equity
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆
Risk	Moderately High
Expense Ratio	2.18
Sharpe Ratio	2.64
Information Ratio	-0.12
Alpha Ratio	5.81
Min Investment	5,000
Min SIP Investment	100
Exit Load	0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

Date	Value

Sundaram Equity Hybrid Fund SIP 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 16 Apr 26

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

5. Bandhan Hybrid Equity Fund

(Erstwhile IDFC Balanced Fund)

The Fund seeks to generate long term capital appreciation along with current income by investing in a mix of equity and equity related securities, debt securities and money market instruments. There is no assurance or guarantee that the objectives of the scheme will be realised.

Research Highlights for Bandhan Hybrid Equity Fund

Lower mid AUM (₹1,747 Cr).
Established history (9+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 13.27% (bottom quartile).
3Y return: 15.71% (lower mid).
1Y return: 10.91% (upper mid).
1M return: 5.04% (lower mid).
Alpha: 4.83 (upper mid).
Sharpe: 1.47 (upper mid).
Information ratio: 0.56 (upper mid).

Below is the key information for Bandhan Hybrid Equity Fund

Bandhan Hybrid Equity Fund Growth
Launch Date	30 Dec 16
NAV (16 Apr 26)	₹26.496 ↑ 0.03 (0.12 %)
Net Assets (Cr)	₹1,747 on 28 Feb 26
Category	Hybrid - Hybrid Equity
AMC	IDFC Asset Management Company Limited
Rating	Not Rated
Risk	Moderately High
Expense Ratio	2.35
Sharpe Ratio	1.47
Information Ratio	0.56
Alpha Ratio	4.83
Min Investment	5,000
Min SIP Investment	100
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value

Bandhan Hybrid Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080 Invest Now

Returns for Bandhan Hybrid Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Apr 26

Duration	Returns
1 Month	5%
3 Month	-1%
6 Month	-1.3%
1 Year	10.9%
3 Year	15.7%
5 Year	13.3%
10 Year
15 Year
Since launch	11.1%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	7.7%
2023	21%
2022	20.4%
2021	-1.1%
2020	30.8%
2019	13.9%
2018	4.7%
2017	-3.8%
2016	16.2%
2015

Fund Manager information for Bandhan Hybrid Equity Fund

Name	Since	Tenure

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

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

6. 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.

Research Highlights for UTI Hybrid Equity Fund

Upper mid AUM (₹6,663 Cr).
Established history (31+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 14.36% (lower mid).
3Y return: 15.31% (bottom quartile).
1Y return: 5.29% (bottom quartile).
1M return: 3.20% (bottom quartile).
Alpha: -0.58 (bottom quartile).
Sharpe: 0.90 (bottom quartile).
Information ratio: 1.16 (upper mid).

Below is the key information for UTI Hybrid Equity Fund

UTI Hybrid Equity Fund Growth
Launch Date	2 Jan 95
NAV (16 Apr 26)	₹403.451 ↑ 0.47 (0.12 %)
Net Assets (Cr)	₹6,663 on 28 Feb 26
Category	Hybrid - Hybrid Equity
AMC	UTI Asset Management Company Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.88
Sharpe Ratio	0.9
Information Ratio	1.16
Alpha Ratio	-0.58
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.

Date	Value

UTI Hybrid Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710 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 16 Apr 26

Duration	Returns
1 Month	3.2%
3 Month	-2.9%
6 Month	-1%
1 Year	5.3%
3 Year	15.3%
5 Year	14.4%
10 Year
15 Year
Since launch	14.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	6.4%
2023	19.7%
2022	25.5%
2021	5.6%
2020	30.5%
2019	13.2%
2018	2.5%
2017	-5.6%
2016	25.7%
2015	8.8%

Fund Manager information for UTI Hybrid Equity Fund

Name	Since	Tenure

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

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. 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.

Research Highlights for Kotak Equity Hybrid Fund

Upper mid AUM (₹8,653 Cr).
Established history (11+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 13.07% (bottom quartile).
3Y return: 14.65% (bottom quartile).
1Y return: 9.48% (lower mid).
1M return: 5.39% (upper mid).
Alpha: 0.00 (lower mid).
Sharpe: 1.39 (lower mid).
Information ratio: 0.00 (bottom quartile).

Below is the key information for Kotak Equity Hybrid Fund

Kotak Equity Hybrid Fund Growth
Launch Date	3 Nov 14
NAV (16 Apr 26)	₹62.703 ↑ 0.20 (0.32 %)
Net Assets (Cr)	₹8,653 on 28 Feb 26
Category	Hybrid - Hybrid Equity
AMC	Kotak Mahindra Asset Management Co Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.78
Sharpe Ratio	1.39
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.

Date	Value

Kotak Equity Hybrid Fund SIP 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 16 Apr 26

Duration	Returns
1 Month	5.4%
3 Month	0%
6 Month	-2.6%
1 Year	9.5%
3 Year	14.7%
5 Year	13.1%
10 Year
15 Year
Since launch	11.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	4.1%
2023	21.7%
2022	20.1%
2021	5%
2020	28.9%
2019	15.4%
2018	14.1%
2017	-6.2%
2016	23.2%
2015	11%

Fund Manager information for Kotak Equity Hybrid Fund

Name	Since	Tenure

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

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

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