+91-22-48913909निप्पॉन/रिलायन्स म्युच्युअल फंड 2022 चे शीर्ष 3 सर्वोत्तम बॅलन्स्ड फंड
संतुलित निधी कर्ज आणि दोन्हीचे संयोजन आहेइक्विटी फंड. हे फंड दोन्ही फंडांचे फायदे देतात, म्हणजे इक्विटीद्वारे दीर्घकालीन संपत्ती निर्मिती आणि नियमित परतावागुंतवणूक मध्येकर्ज निधी. साधारणपणे, हे फंड अशा गुंतवणूकदारांसाठी एक चांगला पर्याय आहेत जे कमी जोखीम ते मध्यम जोखमीसह अल्प ते मध्यम कालावधीत त्यांच्या गुंतवणुकीत विविधता आणण्याचे मार्ग शोधत आहेत.
निप्पॉन इंडियाम्युच्युअल फंड (पूर्वी ओळखले जात होते ह्या नावानेरिलायन्स म्युच्युअल फंड), अग्रगण्यांपैकी एक आहेAMCs भारतात, गुंतवणूकदार अनेकदा या फंड हाऊसच्या उत्कृष्ट कामगिरी करणाऱ्या योजनांकडे पाहतात. अशा प्रकारे, आम्ही निप्पॉन/रिलायन्स MF द्वारे शीर्ष 3 सर्वोत्तम बॅलन्स्ड फंडांची निवड केली आहे. AUM सारखे महत्त्वाचे पॅरामीटर्स,नाही, या निधीची शॉर्टलिस्ट करण्यासाठी मागील कामगिरी हाती घेण्यात आली आहे. गुंतवणूकदार या संतुलित फंडांमध्ये गुंतवणूक करू शकतात आणि इष्टतम परतावा मिळवू शकतात.
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महत्वाची माहिती
ऑक्टोबर 2019 पासून, रिलायन्स म्युच्युअल फंडाचे नाव बदलले गेलेनिप्पॉन इंडिया म्युच्युअल फंड. निप्पॉन लाइफने रिलायन्स निप्पॉन अॅसेट मॅनेजमेंट (RNAM) मध्ये बहुसंख्य (75%) स्टेक विकत घेतले आहेत. संरचनेत आणि व्यवस्थापनात कोणताही बदल न करता कंपनी आपले कार्य चालू ठेवेल.
निप्पॉन/रिलायन्स म्युच्युअल फंडात गुंतवणूक का करावी?
नाविन्यपूर्ण: AMC सातत्याने नवीन आणि नाविन्यपूर्ण योजना आपल्या गुंतवणूकदारांना देते.
ग्रेट कस्टमर केअर: कंपनी आपल्या गुंतवणूकदारांची खूप काळजी घेते. गुंतवणुकदारांना मदत करण्यासाठी एक अतिशय स्थिर आणि उच्च-कार्यक्षम ग्राहक समर्थन संघ आहे.
अनुभवी अनुभव: रिलायन्स मध्ये आहेबाजार दोन दशकांहून अधिक काळ. त्याला निधी व्यवस्थापन आणि वित्तीय सेवांचा अनुभव आणि कौशल्य आहे.
मजबूत नेटवर्क: निप्पॉन इंडिया म्युच्युअल फंडाचे वितरण जाळे खूप मजबूत आहे. भारतातील 150 हून अधिक शहरांमध्ये त्याची उपस्थिती आहे.
बेस्ट निप्पॉन/रिलायन्स बॅलन्स्ड म्युच्युअल फंड
(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. Below is the key information for Nippon India Equity Hybrid Fund Returns up to 1 year are on (Erstwhile Reliance Arbitrage Advantage Fund) The investment objective of the scheme is to generate income by taking advantage of the arbitrage opportunities that potentially exists between cash and derivative market and within the derivative segment along with investments in debt securities & money market instruments. Research Highlights for Nippon India Arbitrage Fund Below is the key information for Nippon India Arbitrage Fund Returns up to 1 year are on (Erstwhile Reliance NRI Equity Fund) The investment objective of the Scheme is to generate optimal returns by investing in equity or equity related instruments primarily drawn from the Companies in the S&P BSE 200 Index. The Scheme may also invest in listed
companies that are in the top 200 by market capitalization on the BSE. The Scheme may also invest in large IPO’s where the market capitalization of the Company making the IPO based on the Issue price would make such company to be a part of the top 200 companies listed on the BSE based on market capitalization. The fund will have the flexibility to invest in a broad range of companies with an objective to maximize the returns, at the same time trying to minimize the risk by reasonable diversification. The selection of the companies will be done so as to capture the growth in the Indian economy. The fund will be focusing on companies with relatively higher market capitalization and having good liquidity in the stock market. Research Highlights for Nippon India Balanced Advantage Fund Below is the key information for Nippon India Balanced Advantage Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Nippon India Equity Hybrid Fund Growth ₹108.22
↑ 0.25 ₹4,102 0.3 3.5 14 15.7 13.8 6.1 Nippon India Arbitrage Fund Growth ₹27.5259
↑ 0.00 ₹16,393 1.5 3 6.1 6.9 5.8 6.2 Nippon India Balanced Advantage Fund Growth ₹182.584
↑ 0.45 ₹9,725 0.5 3.7 11.3 13.1 10.8 7.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Feb 26 Research Highlights & Commentary of 3 Funds showcased
Commentary Nippon India Equity Hybrid Fund Nippon India Arbitrage Fund Nippon India Balanced Advantage Fund Point 1 Bottom quartile AUM (₹4,102 Cr). Highest AUM (₹16,393 Cr). Lower mid AUM (₹9,725 Cr). Point 2 Established history (20+ yrs). Established history (15+ yrs). Oldest track record among peers (21 yrs). Point 3 Top rated. Rating: 4★ (lower mid). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately Low. Risk profile: Moderately High. Point 5 5Y return: 13.80% (upper mid). 5Y return: 5.82% (bottom quartile). 5Y return: 10.82% (lower mid). Point 6 3Y return: 15.74% (upper mid). 3Y return: 6.88% (bottom quartile). 3Y return: 13.08% (lower mid). Point 7 1Y return: 14.01% (upper mid). 1Y return: 6.09% (bottom quartile). 1Y return: 11.28% (lower mid). Point 8 1M return: 1.78% (upper mid). 1M return: 0.57% (bottom quartile). 1M return: 1.50% (lower mid). Point 9 Alpha: -2.45 (bottom quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Point 10 Sharpe: 0.05 (bottom quartile). Sharpe: 0.39 (upper mid). Sharpe: 0.19 (lower mid). Nippon India Equity Hybrid Fund
Nippon India Arbitrage Fund
Nippon India Balanced Advantage Fund
1. Nippon India Equity Hybrid Fund
Nippon India Equity Hybrid Fund
Growth Launch Date 8 Jun 05 NAV (18 Feb 26) ₹108.22 ↑ 0.25 (0.23 %) Net Assets (Cr) ₹4,102 on 31 Dec 25 Category Hybrid - Hybrid Equity AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.98 Sharpe Ratio 0.05 Information Ratio 0.92 Alpha Ratio -2.45 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.
Date Value 31 Jan 21 ₹10,000 31 Jan 22 ₹12,902 31 Jan 23 ₹13,467 31 Jan 24 ₹17,173 31 Jan 25 ₹18,942 31 Jan 26 ₹20,468 Returns for Nippon India Equity Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Feb 26 Duration Returns 1 Month 1.8% 3 Month 0.3% 6 Month 3.5% 1 Year 14% 3 Year 15.7% 5 Year 13.8% 10 Year 15 Year Since launch 12.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 6.1% 2023 16.1% 2022 24.1% 2021 6.6% 2020 27.8% 2019 -5.3% 2018 3% 2017 -4.9% 2016 29.5% 2015 4.2% Fund Manager information for Nippon India Equity Hybrid Fund
Name Since Tenure Meenakshi Dawar 10 Sep 21 4.4 Yr. Kinjal Desai 25 May 18 7.7 Yr. Sushil Budhia 1 Feb 20 6.01 Yr. Lokesh Maru 5 Sep 25 0.41 Yr. Divya Sharma 5 Sep 25 0.41 Yr. Data below for Nippon India Equity Hybrid Fund as on 31 Dec 25
Asset Allocation
Asset Class Value Cash 3.18% Equity 79.07% Debt 17.74% Equity Sector Allocation
Sector Value Financial Services 24.08% Consumer Cyclical 9.89% Industrials 9.32% Technology 7.23% Utility 4.89% Real Estate 4.57% Health Care 4.46% Communication Services 4.08% Energy 3.75% Consumer Defensive 3.65% Basic Materials 3.13% Debt Sector Allocation
Sector Value Corporate 11.77% Government 5.98% Cash Equivalent 3.18% Credit Quality
Rating Value A 3.11% AA 40.42% AAA 56.47% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK5% ₹220 Cr 2,364,712 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 12 | ICICIBANK4% ₹142 Cr 1,046,000
↑ 100,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 13 | LT3% ₹140 Cr 354,838 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | AXISBANK3% ₹128 Cr 933,200 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 19 | BHARTIARTL3% ₹125 Cr 635,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 14 | RELIANCE3% ₹112 Cr 806,000 Infosys Ltd (Technology)
Equity, Since 28 Feb 11 | INFY3% ₹110 Cr 670,896 State Bank of India (Financial Services)
Equity, Since 31 Jul 16 | SBIN3% ₹109 Cr 1,010,000 NTPC Ltd (Utilities)
Equity, Since 31 Aug 20 | NTPC2% ₹100 Cr 2,800,620 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Aug 20 | M&M2% ₹81 Cr 235,000 2. Nippon India Arbitrage Fund
Nippon India Arbitrage Fund
Growth Launch Date 14 Oct 10 NAV (18 Feb 26) ₹27.5259 ↑ 0.00 (0.01 %) Net Assets (Cr) ₹16,393 on 31 Dec 25 Category Hybrid - Arbitrage AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately Low Expense Ratio 1.07 Sharpe Ratio 0.39 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Months (0.25%),1 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Jan 21 ₹10,000 31 Jan 22 ₹10,412 31 Jan 23 ₹10,843 31 Jan 24 ₹11,659 31 Jan 25 ₹12,502 31 Jan 26 ₹13,271 Returns for Nippon India Arbitrage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Feb 26 Duration Returns 1 Month 0.6% 3 Month 1.5% 6 Month 3% 1 Year 6.1% 3 Year 6.9% 5 Year 5.8% 10 Year 15 Year Since launch 6.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 6.2% 2023 7.5% 2022 7% 2021 4.2% 2020 3.8% 2019 4.3% 2018 6.2% 2017 6.8% 2016 5.5% 2015 6.6% Fund Manager information for Nippon India Arbitrage Fund
Name Since Tenure Vikash Agarwal 14 Sep 24 1.38 Yr. Nemish Sheth 21 Mar 25 0.87 Yr. Rohit Shah 8 Apr 24 1.82 Yr. Lokesh Maru 5 Sep 25 0.41 Yr. Divya Sharma 5 Sep 25 0.41 Yr. Data below for Nippon India Arbitrage Fund as on 31 Dec 25
Asset Allocation
Asset Class Value Cash 92.91% Debt 7.29% Other 0.05% Equity Sector Allocation
Sector Value Financial Services 24.93% Basic Materials 10.91% Consumer Cyclical 7.65% Industrials 6.85% Health Care 5.09% Communication Services 4.64% Consumer Defensive 4.47% Energy 3.71% Technology 2.93% Real Estate 2.17% Utility 1.49% Debt Sector Allocation
Sector Value Cash Equivalent 87.32% Corporate 11.49% Government 1.4% Credit Quality
Rating Value AA 70.59% AAA 29.41% Top Securities Holdings / Portfolio
Name Holding Value Quantity Nippon India Money Market Dir Gr
Investment Fund | -10% ₹1,705 Cr 3,912,646
↑ 229,857 Nippon India U/ST Duration Dir Gr
Investment Fund | -6% ₹972 Cr 2,108,547 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 23 | HDFCBANK6% ₹909 Cr 9,785,050
↑ 4,626,050 Hdfc Bank Limited_24/02/2026
Derivatives | -4% -₹693 Cr 7,426,100
↑ 7,179,150 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 24 | ICICIBANK4% ₹583 Cr 4,302,200
↑ 49,700 Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 17 | RELIANCE3% ₹512 Cr 3,667,000
↑ 13,000 Axis Bank Limited_24/02/2026
Derivatives | -2% -₹407 Cr 2,963,125
↑ 2,963,125 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | AXISBANK2% ₹406 Cr 2,963,125
↑ 277,500 Icici Bank Limited_24/02/2026
Derivatives | -2% -₹382 Cr 2,803,500
↑ 2,803,500 Bharti Airtel Limited_24/02/2026
Derivatives | -2% -₹365 Cr 1,849,175
↑ 1,849,175 3. Nippon India Balanced Advantage Fund
Nippon India Balanced Advantage Fund
Growth Launch Date 15 Nov 04 NAV (18 Feb 26) ₹182.584 ↑ 0.45 (0.25 %) Net Assets (Cr) ₹9,725 on 31 Dec 25 Category Hybrid - Dynamic Allocation AMC Nippon Life Asset Management Ltd. Rating ☆☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio 0.19 Information Ratio 0 Alpha Ratio 0 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 31 Jan 21 ₹10,000 31 Jan 22 ₹11,605 31 Jan 23 ₹12,067 31 Jan 24 ₹14,536 31 Jan 25 ₹16,037 31 Jan 26 ₹17,100 Returns for Nippon India Balanced Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Feb 26 Duration Returns 1 Month 1.5% 3 Month 0.5% 6 Month 3.7% 1 Year 11.3% 3 Year 13.1% 5 Year 10.8% 10 Year 15 Year Since launch 14.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.3% 2023 13% 2022 17.5% 2021 5.1% 2020 15.7% 2019 11.2% 2018 8.3% 2017 0.4% 2016 25.2% 2015 6.4% Fund Manager information for Nippon India Balanced Advantage Fund
Name Since Tenure Ashutosh Bhargava 7 May 18 7.75 Yr. Sushil Budhia 31 Mar 21 4.84 Yr. Bhavik Dave 1 Jan 26 0.08 Yr. Data below for Nippon India Balanced Advantage Fund as on 31 Dec 25
Asset Allocation
Asset Class Value Cash 16.06% Equity 67.12% Debt 16.81% Equity Sector Allocation
Sector Value Financial Services 22.83% Industrials 10.74% Consumer Cyclical 10.25% Technology 7.18% Consumer Defensive 6.32% Real Estate 5.07% Utility 3.8% Energy 3.24% Health Care 3.08% Basic Materials 2.88% Communication Services 2.73% Debt Sector Allocation
Sector Value Cash Equivalent 16.06% Corporate 9.88% Government 6.37% Securitized 0.57% Credit Quality
Rating Value AA 32.55% AAA 67.45% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK5% ₹481 Cr 3,550,000
↑ 750,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 11 | HDFCBANK4% ₹397 Cr 4,270,648 State Bank of India (Financial Services)
Equity, Since 31 Mar 09 | SBIN4% ₹341 Cr 3,166,879 Infosys Ltd (Technology)
Equity, Since 31 May 09 | INFY3% ₹294 Cr 1,791,912 Reliance Industries Ltd (Energy)
Equity, Since 31 May 18 | RELIANCE3% ₹258 Cr 1,850,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 18 | BHARTIARTL2% ₹236 Cr 1,200,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | M&M2% ₹225 Cr 656,709 Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | AXISBANK2% ₹218 Cr 1,589,348
↑ 639,348 NTPC Ltd (Utilities)
Equity, Since 31 Mar 21 | NTPC2% ₹205 Cr 5,769,300 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jan 21 | LT2% ₹179 Cr 454,017
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Research Highlights for Nippon India Equity Hybrid Fund