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5 മികച്ച പ്രകടനം കാഴ്ചവയ്ക്കുന്ന ബാലൻസ്ഡ് മ്യൂച്വൽ ഫണ്ടുകൾ SIP നിക്ഷേപം 2022

ഫിൻകാഷ് »മ്യൂച്വൽ ഫണ്ടുകൾ »ടോപ്പ് ബാലൻസ്ഡ് ഇക്വിറ്റി SIP പ്ലാൻ

SIP 2022-നുള്ള മികച്ച 5 ബാലൻസ്ഡ് ഇക്വിറ്റി ഫണ്ടുകൾ

Updated on April 27, 2025 , 5241 views

ബാലൻസ്ഡ് ഫണ്ട് ഇക്വിറ്റിയിലും ഡെറ്റ് ഇൻസ്ട്രുമെന്റിലും നിക്ഷേപിക്കാൻ ആഗ്രഹിക്കുന്ന നിക്ഷേപകർക്കിടയിൽ ഏറ്റവും ഇഷ്ടപ്പെട്ട തിരഞ്ഞെടുപ്പാണ്. ഈ ഫണ്ടുകൾ ഇക്വിറ്റിയും കടവും തമ്മിലുള്ള സന്തുലിതാവസ്ഥ കൈവരിക്കുന്നതിനുള്ള ഒരു വഴി നൽകുന്നു. ഇക്വിറ്റി-ഓറിയന്റഡ് ബാലൻസ്ഡ് ഫണ്ടുകൾക്ക് അവരുടെ കോർപ്പസിന്റെ വലിയൊരു ഭാഗം (കുറഞ്ഞത് 65%) ഓഹരികളിൽ നിക്ഷേപിച്ചിട്ടുണ്ട്. റിട്ടേൺ ആസ്വദിക്കാൻ ആഗ്രഹിക്കുന്ന നിക്ഷേപകർക്ക് ഈ ഫണ്ടുകൾ ഏറ്റവും അനുയോജ്യമാണ്, എന്നാൽ ഒരു സുരക്ഷാ തലയണ. ഇക്വിറ്റികളിൽ നിക്ഷേപം ആരംഭിക്കാൻ ആഗ്രഹിക്കുന്ന നിക്ഷേപകർക്ക് അവരുടെ പോർട്ട്ഫോളിയോയിൽ ബാലൻസ്ഡ് ഫണ്ടുകൾ ചേർക്കാവുന്നതാണ്. ഈ ഫണ്ടുകൾക്ക് മറ്റുള്ളവയേക്കാൾ ചാഞ്ചാട്ടം കുറവാണ്ഇക്വിറ്റി ഫണ്ടുകൾ അവരുടെ ആദായം എന്നതിനേക്കാൾ ഉയർന്നതാണ്കടം മ്യൂച്വൽ ഫണ്ട്. മികച്ച ഫലങ്ങൾക്കായി, നിക്ഷേപകർക്ക് ഈ ഷോർട്ട്‌ലിസ്റ്റ് ചെയ്ത മികച്ച ബാലൻസ്ഡ് ഇക്വിറ്റി ഫണ്ടുകൾ പരിഗണിക്കാംSIP നിക്ഷേപം.

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FY 22 - 23 SIP നിക്ഷേപത്തിനായുള്ള മികച്ച 5 മികച്ച ബാലൻസ്ഡ് ഇക്വിറ്റി ഫണ്ടുകൾ

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
JM Equity Hybrid Fund Growth ₹115.376
↓ -0.55
₹768 500 1.1-7.22.620.72727
ICICI Prudential Equity and Debt Fund Growth ₹380.53
↑ 0.26
₹40,962 100 6.41.810.218.927.217.2
UTI Hybrid Equity Fund Growth ₹391.348
↑ 0.23
₹5,910 500 2.7-1.110.51722.919.7
DSP BlackRock Equity and Bond Fund Growth ₹350.941
↓ -1.11
₹10,425 500 6.12.117.316.419.717.7
Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78
₹1,954 100 0.510.527.11614.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Apr 25
*മുകളിൽ മികച്ചവയുടെ ലിസ്റ്റ്ബാലൻസ്ഡ് ഇക്വിറ്റി മുകളിൽ AUM/നെറ്റ് അസറ്റുകൾ ഉള്ള ഫണ്ടുകൾ100 കോടി. ക്രമീകരിച്ചുകഴിഞ്ഞ 3 വർഷത്തെ റിട്ടേൺ.

1. JM Equity Hybrid Fund

(Erstwhile JM Balanced Fund)

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

JM Equity Hybrid Fund is a Hybrid - Hybrid Equity fund was launched on 1 Apr 95. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.5% since its launch.  Ranked 35 in Hybrid Equity category.  Return for 2024 was 27% , 2023 was 33.8% and 2022 was 8.1% .

Below is the key information for JM Equity Hybrid Fund

JM Equity Hybrid Fund
Growth
Launch Date 1 Apr 95
NAV (30 Apr 25) ₹115.376 ↓ -0.55   (-0.48 %)
Net Assets (Cr) ₹768 on 31 Mar 25
Category Hybrid - Hybrid Equity
AMC JM Financial Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.36
Sharpe Ratio 0.07
Information Ratio 1.04
Alpha Ratio 0.05
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.

DateValue
30 Apr 20₹10,000
30 Apr 21₹16,558
30 Apr 22₹18,463
30 Apr 23₹20,318
30 Apr 24₹31,756

JM 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 ₹598,181.
Net Profit of ₹298,181
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 30 Apr 25

DurationReturns
1 Month 2.3%
3 Month 1.1%
6 Month -7.2%
1 Year 2.6%
3 Year 20.7%
5 Year 27%
10 Year
15 Year
Since launch 12.5%
Historical performance (Yearly) on absolute basis
YearReturns
2024 27%
2023 33.8%
2022 8.1%
2021 22.9%
2020 30.5%
2019 -8.1%
2018 1.7%
2017 18.5%
2016 3%
2015 -0.2%
Fund Manager information for JM Equity Hybrid Fund
NameSinceTenure
Satish Ramanathan1 Oct 240.5 Yr.
Asit Bhandarkar31 Dec 213.25 Yr.
Ruchi Fozdar4 Oct 240.49 Yr.
Deepak Gupta11 Apr 250 Yr.

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

Asset Allocation
Asset ClassValue
Cash6.08%
Equity75.85%
Debt18.06%
Equity Sector Allocation
SectorValue
Financial Services23.37%
Consumer Cyclical11.9%
Technology8.8%
Health Care7.55%
Basic Materials6.82%
Consumer Defensive5.47%
Utility3.78%
Communication Services3.39%
Industrials3.28%
Debt Sector Allocation
SectorValue
Government10.38%
Corporate8.92%
Cash Equivalent4.85%
Credit Quality
RatingValue
AA0.67%
AAA99.33%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jan 25 | 500034
6%₹47 Cr52,504
↑ 2,500
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 24 | HDFCBANK
5%₹35 Cr192,000
↑ 25,000
REC Ltd (Financial Services)
Equity, Since 30 Nov 22 | 532955
4%₹29 Cr680,500
↑ 200,000
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Mar 25 | 532898
4%₹29 Cr1,000,000
↑ 1,000,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 20 | INFY
4%₹28 Cr180,000
↓ -20,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 24 | BHARTIARTL
3%₹26 Cr150,000
↓ -15,000
6.92% Govt Stock 2039
Sovereign Bonds | -
3%₹25 Cr2,475,000
↓ -75,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 21 | ICICIBANK
3%₹24 Cr180,114
↓ -60,000
6.79% Govt Stock 2034
Sovereign Bonds | -
3%₹21 Cr2,075,000
↑ 475,000
Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | 532977
3%₹21 Cr26,280
↓ -5,000

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.

ICICI Prudential Equity and Debt Fund is a Hybrid - Hybrid Equity fund was launched on 3 Nov 99. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.3% since its launch.  Ranked 7 in Hybrid Equity category.  Return for 2024 was 17.2% , 2023 was 28.2% and 2022 was 11.7% .

Below is the key information for ICICI Prudential Equity and Debt Fund

ICICI Prudential Equity and Debt Fund
Growth
Launch Date 3 Nov 99
NAV (30 Apr 25) ₹380.53 ↑ 0.26   (0.07 %)
Net Assets (Cr) ₹40,962 on 31 Mar 25
Category Hybrid - Hybrid Equity
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.78
Sharpe Ratio 0.26
Information Ratio 1.86
Alpha Ratio 1.98
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₹14,713
30 Apr 22₹19,245
30 Apr 23₹20,896
30 Apr 24₹29,366

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 ₹598,181.
Net Profit of ₹298,181
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 30 Apr 25

DurationReturns
1 Month 3.1%
3 Month 6.4%
6 Month 1.8%
1 Year 10.2%
3 Year 18.9%
5 Year 27.2%
10 Year
15 Year
Since launch 15.3%
Historical performance (Yearly) on absolute basis
YearReturns
2024 17.2%
2023 28.2%
2022 11.7%
2021 41.7%
2020 9%
2019 9.3%
2018 -1.9%
2017 24.8%
2016 13.7%
2015 2.1%
Fund Manager information for ICICI Prudential Equity and Debt Fund
NameSinceTenure
Sankaran Naren7 Dec 159.32 Yr.
Manish Banthia19 Sep 1311.54 Yr.
Mittul Kalawadia29 Dec 204.26 Yr.
Akhil Kakkar22 Jan 241.19 Yr.
Sri Sharma30 Apr 213.92 Yr.
Sharmila D’mello31 Jul 222.67 Yr.
Nitya Mishra4 Nov 240.41 Yr.

Data below for ICICI Prudential Equity and Debt Fund as on 31 Mar 25

Asset Allocation
Asset ClassValue
Cash10.06%
Equity72.95%
Debt16.47%
Equity Sector Allocation
SectorValue
Financial Services21.64%
Consumer Cyclical11.38%
Energy6.61%
Utility6.02%
Health Care5.72%
Industrials5.56%
Consumer Defensive4.55%
Communication Services3.94%
Basic Materials3.39%
Technology2.72%
Real Estate1.42%
Debt Sector Allocation
SectorValue
Corporate11.06%
Cash Equivalent7.94%
Government7.32%
Securitized0.74%
Credit Quality
RatingValue
A3.6%
AA29.97%
AAA66.44%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | HDFCBANK
7%₹2,789 Cr15,255,052
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | ICICIBANK
7%₹2,738 Cr20,309,765
NTPC Ltd (Utilities)
Equity, Since 28 Feb 17 | 532555
6%₹2,375 Cr66,421,174
↓ -1,495,571
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | MARUTI
5%₹1,977 Cr1,715,417
↑ 68,828
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 May 16 | SUNPHARMA
4%₹1,596 Cr9,199,438
↓ -876,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 16 | BHARTIARTL
4%₹1,539 Cr8,878,180
↓ -2,042,500
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Jan 23 | 540376
3%₹1,304 Cr3,193,968
↓ -2,599
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 22 | RELIANCE
3%₹1,301 Cr10,201,366
↑ 802,680
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 21 | 532215
3%₹1,154 Cr10,468,090
↑ 342,630
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Apr 17 | 500312
3%₹1,087 Cr44,137,574
↓ -10,310,300

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 15.1% since its launch.  Ranked 12 in Hybrid Equity category.  Return for 2024 was 19.7% , 2023 was 25.5% and 2022 was 5.6% .

Below is the key information for UTI Hybrid Equity Fund

UTI Hybrid Equity Fund
Growth
Launch Date 2 Jan 95
NAV (30 Apr 25) ₹391.348 ↑ 0.23   (0.06 %)
Net Assets (Cr) ₹5,910 on 31 Mar 25
Category Hybrid - Hybrid Equity
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.91
Sharpe Ratio 0.35
Information Ratio 1.63
Alpha Ratio 3.16
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₹14,667
30 Apr 22₹17,136
30 Apr 23₹18,808
30 Apr 24₹24,855

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 ₹530,691.
Net Profit of ₹230,691
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 30 Apr 25

DurationReturns
1 Month 2.8%
3 Month 2.7%
6 Month -1.1%
1 Year 10.5%
3 Year 17%
5 Year 22.9%
10 Year
15 Year
Since launch 15.1%
Historical performance (Yearly) on absolute basis
YearReturns
2024 19.7%
2023 25.5%
2022 5.6%
2021 30.5%
2020 13.2%
2019 2.5%
2018 -5.6%
2017 25.7%
2016 8.8%
2015 2.4%
Fund Manager information for UTI Hybrid Equity Fund
NameSinceTenure
V Srivatsa24 Sep 0915.53 Yr.
Sunil Patil5 Feb 187.16 Yr.

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

Asset Allocation
Asset ClassValue
Cash2.71%
Equity69.34%
Debt27.95%
Other0%
Equity Sector Allocation
SectorValue
Financial Services23.1%
Consumer Cyclical8.26%
Basic Materials6.52%
Technology6.17%
Industrials4.96%
Consumer Defensive4.81%
Communication Services4.64%
Health Care4.26%
Energy4.01%
Utility1.68%
Real Estate0.92%
Debt Sector Allocation
SectorValue
Government21.22%
Corporate6.77%
Cash Equivalent2.67%
Credit Quality
RatingValue
AA1.09%
AAA98.91%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 29 Feb 20 | HDFCBANK
7%₹406 Cr2,223,431
↓ -105,271
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 10 | ICICIBANK
6%₹326 Cr2,418,644
7.23% Govt Stock 2039
Sovereign Bonds | -
4%₹241 Cr2,300,000,000
↓ -300,000,000
Infosys Ltd (Technology)
Equity, Since 31 Mar 06 | INFY
3%₹185 Cr1,174,984
ITC Ltd (Consumer Defensive)
Equity, Since 31 Aug 06 | ITC
3%₹178 Cr4,343,319
↑ 101,169
7.18% Govt Stock 2037
Sovereign Bonds | -
3%₹148 Cr1,425,000,000
↓ -1,200,000,000
Vedanta Ltd (Basic Materials)
Equity, Since 30 Apr 24 | 500295
2%₹136 Cr2,924,350
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 24 | KOTAKBANK
2%₹132 Cr608,061
↑ 75,070
6.92% Govt Stock 2039
Sovereign Bonds | -
2%₹128 Cr1,250,000,000
7.32% Govt Stock 2030
Sovereign Bonds | -
2%₹125 Cr1,200,000,000

4. 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 14.7% 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 (30 Apr 25) ₹350.941 ↓ -1.11   (-0.32 %)
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

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 ₹493,520.
Net Profit of ₹193,520
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 30 Apr 25

DurationReturns
1 Month 3.3%
3 Month 6.1%
6 Month 2.1%
1 Year 17.3%
3 Year 16.4%
5 Year 19.7%
10 Year
15 Year
Since launch 14.7%
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 241.08 Yr.
Shantanu Godambe1 Aug 240.67 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

5. 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 30 Apr 25

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

Disclaimer:
ഇവിടെ നൽകിയിരിക്കുന്ന വിവരങ്ങൾ കൃത്യമാണെന്ന് ഉറപ്പാക്കാൻ എല്ലാ ശ്രമങ്ങളും നടത്തിയിട്ടുണ്ട്. എന്നിരുന്നാലും, ഡാറ്റയുടെ കൃത്യത സംബന്ധിച്ച് യാതൊരു ഉറപ്പും നൽകുന്നില്ല. എന്തെങ്കിലും നിക്ഷേപം നടത്തുന്നതിന് മുമ്പ് സ്കീം വിവര രേഖ ഉപയോഗിച്ച് പരിശോധിക്കുക.
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