HDFC MF 2022 द्वारे 4 सर्वोत्तम परफॉर्मिंग बॅलन्स्ड फंड

Updated on August 11, 2025 , 6819 views

एचडीएफसी म्युच्युअल फंड भारतातील शीर्ष फंड घराण्यांपैकी एक आहेसंतुलित निधी ने प्रदान केलेAMC गुंतवणूकदारांद्वारे सर्वाधिक मागणी असलेल्यांपैकी एक आहेत. बॅलन्स्ड फंड, ज्याला हायब्रिड फंड देखील म्हणतात, कर्ज आणि इक्विटी दोन्ही साधनांमध्ये पैसे गुंतवतात.

एएमसी मास्टरद्वारे इक्विटी आणि नियमित परतावा याद्वारे दीर्घकालीन संपत्ती निर्माण करून पोर्टफोलिओ संतुलित करण्यासाठी प्रदान केलेले संतुलित निधीकर्ज निधी. अनेक गुंतवणूकदार जे नवीन आहेतम्युच्युअल फंड प्राधान्यगुंतवणूक प्रथम संतुलित फंडांमध्ये, कारण ते इतर दोन म्युच्युअल फंडांची चव देतात.

अशाप्रकारे, ज्या गुंतवणूकदारांना टॉप फंड हाऊसपैकी एकामध्ये गुंतवणूक करायची आहे, ते एचडीएफसी म्युच्युअल फंडाद्वारे हे उत्कृष्ट कामगिरी करणारे संतुलित फंड निवडू शकतात. हे फंड एयूएम, मागील कामगिरी इत्यादी निकषांवर आधारित शॉर्टलिस्ट केले गेले आहेत.

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एचडीएफसी म्युच्युअल फंडात गुंतवणूक का करावी?

उत्कृष्ट रेटिंग: कंपनीच्या अनेक योजनांचे CRISIL रेटिंग तीन आणि त्याहून अधिक आहे.
पर्यायांची विविधता: एचडीएफसी म्युच्युअल फंडातील गुंतवणूक मोठ्या प्रमाणावर येतेश्रेणी निवडींचा.
गुंतवणूकदाराची गरज पूर्ण करणे: कंपनीकडे अशी उत्पादने आहेत जी प्रत्येक प्रकाराला शोभतीलगुंतवणूकदार. फंडांची श्रेणी अल्प-मुदतीपासून दीर्घकालीन आणि अगदी ओपन-एंडेड ते क्लोज-एंडेड फंडांपर्यंत असते. गुंतवणूकदाराला जे हवे आहे ते मिळेल याची खात्री कंपनी करते. हे कमी, मध्यम आणि उच्च जोखीम असलेली उत्पादने देखील देते.

सर्वोत्तम एचडीएफसी बॅलन्स्ड म्युच्युअल फंड

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
HDFC Hybrid Debt Fund Growth	₹81.8028 ↑ 0.19	₹3,401	-0.4	3.8	4.5	10.3	11.1	10.5
HDFC Equity Savings Fund Growth	₹65.66 ↑ 0.06	₹5,663	1.4	4.8	3.9	10	12.2	10.3
HDFC Balanced Advantage Fund Growth	₹513.098 ↑ 0.18	₹102,790	1.4	6.9	2.3	18.8	22.8	16.7
HDFC Multi-Asset Fund Growth	₹71.313 ↑ 0.04	₹4,545	2.2	7.5	7.6	13.6	14.9	13.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Aug 25

Research Highlights & Commentary of 4 Funds showcased

Commentary	HDFC Hybrid Debt Fund	HDFC Equity Savings Fund	HDFC Balanced Advantage Fund	HDFC Multi-Asset Fund
Point 1	Bottom quartile AUM (₹3,401 Cr).	Upper mid AUM (₹5,663 Cr).	Highest AUM (₹102,790 Cr).	Lower mid AUM (₹4,545 Cr).
Point 2	Established history (21+ yrs).	Established history (20+ yrs).	Oldest track record among peers (24 yrs).	Established history (20+ yrs).
Point 3	Top rated.	Rating: 4★ (upper mid).	Rating: 4★ (lower mid).	Rating: 3★ (bottom quartile).
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderate.
Point 5	5Y return: 11.08% (bottom quartile).	5Y return: 12.17% (lower mid).	5Y return: 22.83% (top quartile).	5Y return: 14.91% (upper mid).
Point 6	3Y return: 10.30% (lower mid).	3Y return: 10.04% (bottom quartile).	3Y return: 18.81% (top quartile).	3Y return: 13.56% (upper mid).
Point 7	1Y return: 4.47% (upper mid).	1Y return: 3.90% (lower mid).	1Y return: 2.29% (bottom quartile).	1Y return: 7.65% (top quartile).
Point 8	1M return: -0.94% (lower mid).	1M return: -0.38% (upper mid).	1M return: -1.47% (bottom quartile).	1M return: -0.19% (top quartile).
Point 9	Alpha: 0.00 (top quartile).	Alpha: 0.00 (upper mid).	Alpha: 0.00 (lower mid).	Alpha: 0.00 (bottom quartile).
Point 10	Sharpe: 0.08 (upper mid).	Sharpe: -0.03 (bottom quartile).	Sharpe: 0.00 (lower mid).	Sharpe: 0.40 (top quartile).

HDFC Hybrid Debt Fund

Bottom quartile AUM (₹3,401 Cr).
Established history (21+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 11.08% (bottom quartile).
3Y return: 10.30% (lower mid).
1Y return: 4.47% (upper mid).
1M return: -0.94% (lower mid).
Alpha: 0.00 (top quartile).
Sharpe: 0.08 (upper mid).

HDFC Equity Savings Fund

Upper mid AUM (₹5,663 Cr).
Established history (20+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 12.17% (lower mid).
3Y return: 10.04% (bottom quartile).
1Y return: 3.90% (lower mid).
1M return: -0.38% (upper mid).
Alpha: 0.00 (upper mid).
Sharpe: -0.03 (bottom quartile).

HDFC Balanced Advantage Fund

Highest AUM (₹102,790 Cr).
Oldest track record among peers (24 yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 22.83% (top quartile).
3Y return: 18.81% (top quartile).
1Y return: 2.29% (bottom quartile).
1M return: -1.47% (bottom quartile).
Alpha: 0.00 (lower mid).
Sharpe: 0.00 (lower mid).

HDFC Multi-Asset Fund

Lower mid AUM (₹4,545 Cr).
Established history (20+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderate.
5Y return: 14.91% (upper mid).
3Y return: 13.56% (upper mid).
1Y return: 7.65% (top quartile).
1M return: -0.19% (top quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.40 (top quartile).

1. HDFC Hybrid Debt Fund

(Erstwhile HDFC MF Monthly Income Plan - LTP)

The primary objective of Scheme is to generate regular returns through investment primarily in Debt and Money Market Instruments. The secondary objective of the Scheme is to generate long-term capital appreciation by investing a portion of the Scheme`s assets in equity and equity related instruments. However, there can be no assurance that the investment objective of the Scheme will be achieved.

Research Highlights for HDFC Hybrid Debt Fund

Bottom quartile AUM (₹3,401 Cr).
Established history (21+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 11.08% (bottom quartile).
3Y return: 10.30% (lower mid).
1Y return: 4.47% (upper mid).
1M return: -0.94% (lower mid).
Alpha: 0.00 (top quartile).
Sharpe: 0.08 (upper mid).
Information ratio: 0.00 (top quartile).

Below is the key information for HDFC Hybrid Debt Fund

HDFC Hybrid Debt Fund Growth
Launch Date	26 Dec 03
NAV (14 Aug 25)	₹81.8028 ↑ 0.19 (0.23 %)
Net Assets (Cr)	₹3,401 on 30 Jun 25
Category	Hybrid - Hybrid Debt
AMC	HDFC Asset Management Company Limited
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.79
Sharpe Ratio	0.08
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	300
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value

HDFC Hybrid Debt Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518 Invest Now

Returns for HDFC Hybrid 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 14 Aug 25

Duration	Returns
1 Month	-0.9%
3 Month	-0.4%
6 Month	3.8%
1 Year	4.5%
3 Year	10.3%
5 Year	11.1%
10 Year
15 Year
Since launch	10.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	10.5%
2023	13.9%
2022	6%
2021	13.4%
2020	10.2%
2019	6.6%
2018	0.6%
2017	10.8%
2016	13%
2015	3.8%

Fund Manager information for HDFC Hybrid Debt Fund

Name	Since	Tenure

Data below for HDFC Hybrid Debt Fund as on 30 Jun 25

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. HDFC Equity Savings Fund

The investment objective of the scheme is to provide capital appreciation and income distribution to the investors using arbitrage opportunities, investment in equity / equity related instruments and debt / money market instruments.

Research Highlights for HDFC Equity Savings Fund

Upper mid AUM (₹5,663 Cr).
Established history (20+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 12.17% (lower mid).
3Y return: 10.04% (bottom quartile).
1Y return: 3.90% (lower mid).
1M return: -0.38% (upper mid).
Alpha: 0.00 (upper mid).
Sharpe: -0.03 (bottom quartile).
Information ratio: 0.00 (upper mid).

Below is the key information for HDFC Equity Savings Fund

HDFC Equity Savings Fund Growth
Launch Date	17 Sep 04
NAV (14 Aug 25)	₹65.66 ↑ 0.06 (0.09 %)
Net Assets (Cr)	₹5,663 on 30 Jun 25
Category	Hybrid - Equity Savings
AMC	HDFC Asset Management Company Limited
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	2
Sharpe Ratio	-0.03
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	300
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value

HDFC Equity Savings Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684 Invest Now

Returns for HDFC Equity Savings Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Aug 25

Duration	Returns
1 Month	-0.4%
3 Month	1.4%
6 Month	4.8%
1 Year	3.9%
3 Year	10%
5 Year	12.2%
10 Year
15 Year
Since launch	9.4%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	10.3%
2023	13.8%
2022	6%
2021	16.8%
2020	8.8%
2019	5.8%
2018	0.9%
2017	16.5%
2016	14.1%
2015	2%

Fund Manager information for HDFC Equity Savings Fund

Name	Since	Tenure

Data below for HDFC Equity Savings Fund as on 30 Jun 25

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. HDFC Balanced Advantage Fund

(Erstwhile HDFC Growth Fund and HDFC Prudence Fund)

Aims to generate long term capital appreciation from a portfolio that is invested predominantly in equity and equity related instruments.

Research Highlights for HDFC Balanced Advantage Fund

Highest AUM (₹102,790 Cr).
Oldest track record among peers (24 yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 22.83% (top quartile).
3Y return: 18.81% (top quartile).
1Y return: 2.29% (bottom quartile).
1M return: -1.47% (bottom quartile).
Alpha: 0.00 (lower mid).
Sharpe: 0.00 (lower mid).
Information ratio: 0.00 (lower mid).

Below is the key information for HDFC Balanced Advantage Fund

HDFC Balanced Advantage Fund Growth
Launch Date	11 Sep 00
NAV (14 Aug 25)	₹513.098 ↑ 0.18 (0.03 %)
Net Assets (Cr)	₹102,790 on 30 Jun 25
Category	Hybrid - Dynamic Allocation
AMC	HDFC Asset Management Company Limited
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.43
Sharpe Ratio	0
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	300
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value

HDFC Balanced Advantage Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691 Invest Now

Returns for HDFC Balanced Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Aug 25

Duration	Returns
1 Month	-1.5%
3 Month	1.4%
6 Month	6.9%
1 Year	2.3%
3 Year	18.8%
5 Year	22.8%
10 Year
15 Year
Since launch	18.1%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	16.7%
2023	31.3%
2022	18.8%
2021	26.4%
2020	7.6%
2019	6.9%
2018	-3.1%
2017	27.9%
2016	9.4%
2015	0.3%

Fund Manager information for HDFC Balanced Advantage Fund

Name	Since	Tenure

Data below for HDFC Balanced Advantage Fund as on 30 Jun 25

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. HDFC Multi-Asset Fund

(Erstwhile HDFC Multiple Yield Fund - Plan 2005)

To generate positive returns over medium time frame with low risk of capital loss over medium time frame. However, there can be no assurance that the investment objective of the Scheme will be achieved

Research Highlights for HDFC Multi-Asset Fund

Lower mid AUM (₹4,545 Cr).
Established history (20+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderate.
5Y return: 14.91% (upper mid).
3Y return: 13.56% (upper mid).
1Y return: 7.65% (top quartile).
1M return: -0.19% (top quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.40 (top quartile).
Information ratio: 0.00 (bottom quartile).

Below is the key information for HDFC Multi-Asset Fund

HDFC Multi-Asset Fund Growth
Launch Date	17 Aug 05
NAV (14 Aug 25)	₹71.313 ↑ 0.04 (0.05 %)
Net Assets (Cr)	₹4,545 on 30 Jun 25
Category	Hybrid - Multi Asset
AMC	HDFC Asset Management Company Limited
Rating	☆☆☆
Risk	Moderate
Expense Ratio	1.97
Sharpe Ratio	0.4
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	300
Exit Load	0-15 Months (1%),15 Months and above(NIL)

Growth of 10,000 investment over the years.

Date	Value

HDFC Multi-Asset 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 HDFC Multi-Asset Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Aug 25

Duration	Returns
1 Month	-0.2%
3 Month	2.2%
6 Month	7.5%
1 Year	7.6%
3 Year	13.6%
5 Year	14.9%
10 Year
15 Year
Since launch	10.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	13.5%
2023	18%
2022	4.3%
2021	17.9%
2020	20.9%
2019	9.3%
2018	-1.9%
2017	11.8%
2016	8.9%
2015	4.7%

Fund Manager information for HDFC Multi-Asset Fund

Name	Since	Tenure

Data below for HDFC Multi-Asset Fund as on 30 Jun 25

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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Disclaimer:
येथे प्रदान केलेली माहिती अचूक असल्याची खात्री करण्यासाठी सर्व प्रयत्न केले गेले आहेत. तथापि, डेटाच्या अचूकतेबद्दल कोणतीही हमी दिली जात नाही. कृपया कोणतीही गुंतवणूक करण्यापूर्वी योजना माहिती दस्तऐवजासह सत्यापित करा.