8 बेस्ट बॅलन्स्ड म्युच्युअल फंड एसआयपी 2022

Updated on May 10, 2026 , 1807 views

शीर्षस्थानीसंतुलित निधी आहेतम्युच्युअल फंड जे त्यांच्या मालमत्तेपैकी 65% पेक्षा जास्त गुंतवणूक करतातइक्विटी आणि उरलेल्या मालमत्तेचा एकूण परतावा चांगला मिळण्यासाठी कर्ज साधनांमध्ये. बॅलन्स्ड म्युच्युअल फंड हे गुंतवणूकदारांसाठी फायदेशीर आहेत जे ए घेण्यास इच्छुक आहेतबाजार तसेच काही निश्चित परतावा शोधत असताना जोखीम. इक्विटी आणि स्टॉक्समध्ये गुंतवलेली मालमत्ता बाजाराशी संबंधित परतावा देते तर कर्ज साधनांमध्ये गुंतवलेली मालमत्ता निश्चित परतावा देते. इक्विटी आणि डेट या दोन्हींचे मिश्रण असल्याने, गुंतवणूकदारांनी खूप सावधगिरी बाळगली पाहिजेगुंतवणूक या निधीमध्ये. गुंतवणूकदारांना बॅलन्स्ड म्युच्युअल फंडात गुंतवणूक करण्यापूर्वी टॉप बॅलन्स्ड फंड शोधण्याचा सल्ला दिला जातो. आम्ही खाली शीर्ष संतुलित म्युच्युअल फंड सूचीबद्ध केले आहेत.

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2022 - 2023 भारतातील SIP गुंतवणुकीसाठी शीर्ष 8 बॅलन्स्ड म्युच्युअल फंड

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	₹39.99 ↓ -0.70	₹1,282	3.8	4.2	10.8	19.8	17	-0.9
SBI Multi Asset Allocation Fund Growth	₹65.9672 ↓ -0.35	₹16,150	-1.9	3.7	17.1	17.4	14	18.6
ICICI Prudential Multi-Asset Fund Growth	₹801.634 ↓ -7.81	₹77,658	-3.7	0	9.8	17.1	17.8	18.6
UTI Multi Asset Fund Growth	₹76.5663 ↓ -0.98	₹6,379	-4.7	-2.4	5.3	16.8	13.7	11.1
ICICI Prudential Equity and Debt Fund Growth	₹393.88 ↓ -5.22	₹46,700	-4.4	-3.6	2.5	16.5	16.9	13.3
JM Equity Hybrid Fund Growth	₹114.136 ↓ -1.82	₹652	-4.3	-6.3	-2.2	16.1	13.7	-3.1
Sundaram Equity Hybrid Fund Growth	₹135.137 ↑ 0.78	₹1,954	0.5	10.5	27.1	16	14.2
HDFC Balanced Advantage Fund Growth	₹505.203 ↓ -7.00	₹98,458	-5.3	-5.4	-0.4	14.6	15.6	7.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 12 May 26

Research Highlights & Commentary of 8 Funds showcased

Commentary	BOI AXA Mid and Small Cap Equity and Debt Fund	SBI Multi Asset Allocation Fund	ICICI Prudential Multi-Asset Fund	UTI Multi Asset Fund	ICICI Prudential Equity and Debt Fund	JM Equity Hybrid Fund	Sundaram Equity Hybrid Fund	HDFC Balanced Advantage Fund
Point 1	Bottom quartile AUM (₹1,282 Cr).	Upper mid AUM (₹16,150 Cr).	Top quartile AUM (₹77,658 Cr).	Lower mid AUM (₹6,379 Cr).	Upper mid AUM (₹46,700 Cr).	Bottom quartile AUM (₹652 Cr).	Lower mid AUM (₹1,954 Cr).	Highest AUM (₹98,458 Cr).
Point 2	Established history (9+ yrs).	Established history (20+ yrs).	Established history (23+ yrs).	Established history (17+ yrs).	Established history (26+ yrs).	Oldest track record among peers (31 yrs).	Established history (25+ yrs).	Established history (25+ yrs).
Point 3	Not Rated.	Top rated.	Rating: 2★ (upper mid).	Rating: 1★ (lower mid).	Rating: 4★ (top quartile).	Rating: 1★ (bottom quartile).	Rating: 2★ (lower mid).	Rating: 4★ (upper mid).
Point 4	Risk profile: Moderately High.	Risk profile: Moderate.	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: 16.96% (top quartile).	5Y return: 13.97% (lower mid).	5Y return: 17.79% (top quartile).	5Y return: 13.73% (bottom quartile).	5Y return: 16.92% (upper mid).	5Y return: 13.74% (bottom quartile).	5Y return: 14.20% (lower mid).	5Y return: 15.58% (upper mid).
Point 6	3Y return: 19.76% (top quartile).	3Y return: 17.40% (top quartile).	3Y return: 17.14% (upper mid).	3Y return: 16.78% (upper mid).	3Y return: 16.55% (lower mid).	3Y return: 16.09% (lower mid).	3Y return: 16.03% (bottom quartile).	3Y return: 14.57% (bottom quartile).
Point 7	1Y return: 10.81% (upper mid).	1Y return: 17.09% (top quartile).	1Y return: 9.80% (upper mid).	1Y return: 5.25% (lower mid).	1Y return: 2.53% (lower mid).	1Y return: -2.25% (bottom quartile).	1Y return: 27.10% (top quartile).	1Y return: -0.45% (bottom quartile).
Point 8	1M return: 4.30% (top quartile).	1M return: 1.11% (upper mid).	1M return: 0.21% (lower mid).	1M return: -0.66% (lower mid).	1M return: -0.93% (bottom quartile).	1M return: 0.34% (upper mid).	1M return: 1.80% (top quartile).	1M return: -1.19% (bottom quartile).
Point 9	Alpha: 0.00 (upper mid).	Alpha: 0.00 (upper mid).	Alpha: 0.00 (lower mid).	Alpha: 0.00 (lower mid).	Alpha: 2.02 (top quartile).	Alpha: -5.37 (bottom quartile).	Alpha: 5.81 (top quartile).	Alpha: 0.00 (bottom quartile).
Point 10	Sharpe: -0.22 (lower mid).	Sharpe: 0.73 (top quartile).	Sharpe: -0.01 (upper mid).	Sharpe: -0.15 (upper mid).	Sharpe: -0.33 (lower mid).	Sharpe: -0.95 (bottom quartile).	Sharpe: 2.64 (top quartile).	Sharpe: -0.60 (bottom quartile).

BOI AXA Mid and Small Cap Equity and Debt Fund

Bottom quartile AUM (₹1,282 Cr).
Established history (9+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 16.96% (top quartile).
3Y return: 19.76% (top quartile).
1Y return: 10.81% (upper mid).
1M return: 4.30% (top quartile).
Alpha: 0.00 (upper mid).
Sharpe: -0.22 (lower mid).

SBI Multi Asset Allocation Fund

Upper mid AUM (₹16,150 Cr).
Established history (20+ yrs).
Top rated.
Risk profile: Moderate.
5Y return: 13.97% (lower mid).
3Y return: 17.40% (top quartile).
1Y return: 17.09% (top quartile).
1M return: 1.11% (upper mid).
Alpha: 0.00 (upper mid).
Sharpe: 0.73 (top quartile).

ICICI Prudential Multi-Asset Fund

Top quartile AUM (₹77,658 Cr).
Established history (23+ yrs).
Rating: 2★ (upper mid).
Risk profile: Moderately High.
5Y return: 17.79% (top quartile).
3Y return: 17.14% (upper mid).
1Y return: 9.80% (upper mid).
1M return: 0.21% (lower mid).
Alpha: 0.00 (lower mid).
Sharpe: -0.01 (upper mid).

UTI Multi Asset Fund

Lower mid AUM (₹6,379 Cr).
Established history (17+ yrs).
Rating: 1★ (lower mid).
Risk profile: Moderately High.
5Y return: 13.73% (bottom quartile).
3Y return: 16.78% (upper mid).
1Y return: 5.25% (lower mid).
1M return: -0.66% (lower mid).
Alpha: 0.00 (lower mid).
Sharpe: -0.15 (upper mid).

ICICI Prudential Equity and Debt Fund

Upper mid AUM (₹46,700 Cr).
Established history (26+ yrs).
Rating: 4★ (top quartile).
Risk profile: Moderately High.
5Y return: 16.92% (upper mid).
3Y return: 16.55% (lower mid).
1Y return: 2.53% (lower mid).
1M return: -0.93% (bottom quartile).
Alpha: 2.02 (top quartile).
Sharpe: -0.33 (lower mid).

JM Equity Hybrid Fund

Bottom quartile AUM (₹652 Cr).
Oldest track record among peers (31 yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 13.74% (bottom quartile).
3Y return: 16.09% (lower mid).
1Y return: -2.25% (bottom quartile).
1M return: 0.34% (upper mid).
Alpha: -5.37 (bottom quartile).
Sharpe: -0.95 (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% (bottom quartile).
1Y return: 27.10% (top quartile).
1M return: 1.80% (top quartile).
Alpha: 5.81 (top quartile).
Sharpe: 2.64 (top quartile).

HDFC Balanced Advantage Fund

Highest AUM (₹98,458 Cr).
Established history (25+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 15.58% (upper mid).
3Y return: 14.57% (bottom quartile).
1Y return: -0.45% (bottom quartile).
1M return: -1.19% (bottom quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: -0.60 (bottom quartile).

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 (₹1,282 Cr).
Established history (9+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 16.96% (top quartile).
3Y return: 19.76% (top quartile).
1Y return: 10.81% (upper mid).
1M return: 4.30% (top quartile).
Alpha: 0.00 (upper mid).
Sharpe: -0.22 (lower mid).
Information ratio: 0.00 (upper mid).
Higher exposure to Industrials vs peer median.
Top bond sector: Corporate.
Equity-heavy allocation (~80%).
High-quality debt (AAA/AA ~100%).
Largest holding Lloyds Metals & Energy Ltd (~2.6%).

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 (12 May 26)	₹39.99 ↓ -0.70 (-1.72 %)
Net Assets (Cr)	₹1,282 on 31 Mar 26
Category	Hybrid - Hybrid Equity
AMC	BOI AXA Investment Mngrs Private Ltd
Rating	Not Rated
Risk	Moderately High
Expense Ratio	2.27
Sharpe Ratio	-0.22
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
30 Apr 21	₹10,000
30 Apr 22	₹12,651
30 Apr 23	₹12,890
30 Apr 24	₹19,185
30 Apr 25	₹19,534
30 Apr 26	₹22,196

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

Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689 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 12 May 26

Duration	Returns
1 Month	4.3%
3 Month	3.8%
6 Month	4.2%
1 Year	10.8%
3 Year	19.8%
5 Year	17%
10 Year
15 Year
Since launch	15.2%

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
Alok Singh	16 Feb 17	9.21 Yr.

Data below for BOI AXA Mid and Small Cap Equity and Debt Fund as on 31 Mar 26

Asset Allocation

Asset Class	Value
Cash	7.5%
Equity	79.72%
Debt	12.77%

Equity Sector Allocation

Sector	Value
Industrials	18.04%
Financial Services	16.02%
Basic Materials	14.65%
Health Care	10.72%
Consumer Cyclical	10.35%
Technology	3.36%
Consumer Defensive	3.21%
Energy	1.05%
Utility	0.98%
Real Estate	0.88%
Communication Services	0.45%

Debt Sector Allocation

Sector	Value
Corporate	7.95%
Government	7.21%
Cash Equivalent	5.11%

Credit Quality

Rating	Value
AA	2.03%
AAA	97.97%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Lloyds Metals & Energy Ltd (Basic Materials) Equity, Since 28 Feb 25 \| 512455	3%	₹39 Cr	221,723
Abbott India Ltd (Healthcare) Equity, Since 31 Jan 23 \| ABBOTINDIA	3%	₹38 Cr	15,000
UNO Minda Ltd (Consumer Cyclical) Equity, Since 31 Jul 19 \| UNOMINDA	2%	₹37 Cr	331,037
Glenmark Pharmaceuticals Ltd (Healthcare) Equity, Since 31 Jul 25 \| 532296	2%	₹36 Cr	150,000
Indian Bank (Financial Services) Equity, Since 31 Aug 23 \| 532814	2%	₹34 Cr	405,000 ↑ 25,000
Aurobindo Pharma Ltd (Healthcare) Equity, Since 31 Jan 26 \| AUROPHARMA	2%	₹33 Cr	240,000
Bharat Dynamics Ltd Ordinary Shares (Industrials) Equity, Since 31 Jul 24 \| BDL	2%	₹33 Cr	242,000
Quality Power Electrical Equipments Ltd (Industrials) Equity, Since 30 Sep 25 \| QPOWER	2%	₹31 Cr	226,445
Bank of Maharashtra (Financial Services) Equity, Since 31 May 24 \| MAHABANK	2%	₹31 Cr	3,910,000 ↑ 900,000
Nippon Life India Asset Management Ltd Ordinary Shares (Financial Services) Equity, Since 31 Jan 24 \| NAM-INDIA	2%	₹30 Cr	300,000

2. SBI Multi Asset Allocation Fund

(Erstwhile SBI Magnum Monthly Income Plan Floater)

To provide regular income, liquidity and attractive returns to investors in addition to mitigating the impact of interest rate risk through an actively managed portfolio of floating rate and fixed rate debt instruments, equity, money market instruments and derivatives.

Research Highlights for SBI Multi Asset Allocation Fund

Upper mid AUM (₹16,150 Cr).
Established history (20+ yrs).
Top rated.
Risk profile: Moderate.
5Y return: 13.97% (lower mid).
3Y return: 17.40% (top quartile).
1Y return: 17.09% (top quartile).
1M return: 1.11% (upper mid).
Alpha: 0.00 (upper mid).
Sharpe: 0.73 (top quartile).
Information ratio: 0.00 (upper mid).
Top sector: Financial Services.
Higher exposure to Corporate (bond sector) vs peer median.
High-quality debt (AAA/AA ~97%).
Largest holding SBI Gold ETF (~6.0%).

Below is the key information for SBI Multi Asset Allocation Fund

SBI Multi Asset Allocation Fund Growth
Launch Date	21 Dec 05
NAV (12 May 26)	₹65.9672 ↓ -0.35 (-0.53 %)
Net Assets (Cr)	₹16,150 on 31 Mar 26
Category	Hybrid - Multi Asset
AMC	SBI Funds Management Private Limited
Rating	☆☆☆☆
Risk	Moderate
Expense Ratio	1.46
Sharpe Ratio	0.73
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
30 Apr 21	₹10,000
30 Apr 22	₹11,287
30 Apr 23	₹12,071
30 Apr 24	₹15,595
30 Apr 25	₹16,898
30 Apr 26	₹19,732

SBI Multi Asset Allocation 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 SBI Multi Asset Allocation Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 12 May 26

Duration	Returns
1 Month	1.1%
3 Month	-1.9%
6 Month	3.7%
1 Year	17.1%
3 Year	17.4%
5 Year	14%
10 Year
15 Year
Since launch	9.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	18.6%
2023	12.8%
2022	24.4%
2021	6%
2020	13%
2019	14.2%
2018	10.6%
2017	0.4%
2016	10.9%
2015	8.7%

Fund Manager information for SBI Multi Asset Allocation Fund

Name	Since	Tenure
Dinesh Balachandran	31 Oct 21	4.5 Yr.
Mansi Sajeja	1 Dec 23	2.41 Yr.
Vandna Soni	1 Jan 24	2.33 Yr.

Data below for SBI Multi Asset Allocation Fund as on 31 Mar 26

Asset Allocation

Asset Class	Value
Cash	13.42%
Equity	46.67%
Debt	29.55%
Other	10.36%

Equity Sector Allocation

Sector	Value
Financial Services	12.24%
Consumer Cyclical	5.1%
Real Estate	4.84%
Energy	4.77%
Basic Materials	4.29%
Utility	4.18%
Health Care	2.96%
Industrials	2.54%
Technology	2.33%
Consumer Defensive	1.98%
Communication Services	1.43%

Debt Sector Allocation

Sector	Value
Corporate	22.79%
Cash Equivalent	11.92%
Government	8.26%

Credit Quality

Rating	Value
A	3.19%
AA	46.94%
AAA	49.87%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
SBI Gold ETF - \| -	6%	₹1,042 Cr	80,591,000
SBI Silver ETF - \| -	5%	₹777 Cr	32,296,178
Brookfield India Real Estate Trust (Real Estate) -, Since 30 Apr 25 \| 543261	3%	₹497 Cr	15,164,234
Madhya Pradesh (Government of) 7.56% - \| -	2%	₹369 Cr	37,500,000
GAIL (India) Ltd (Utilities) Equity, Since 31 Mar 21 \| 532155	2%	₹365 Cr	23,350,297
Bandhan Bank Ltd (Financial Services) Equity, Since 30 Sep 24 \| 541153	2%	₹356 Cr	20,500,000
Oil & Natural Gas Corp Ltd (Energy) Equity, Since 15 Apr 24 \| 500312	2%	₹331 Cr	11,500,000
Adani Power Limited Debentures \| -	2%	₹299 Cr	30,000
Jtpm Metal TRaders Limited Debentures \| -	2%	₹261 Cr	25,000
The Federal Bank Ltd (Financial Services) Equity, Since 15 Jul 25 \| FEDERALBNK	1%	₹258 Cr	9,000,000

3. ICICI Prudential Multi-Asset Fund

(Erstwhile ICICI Prudential Dynamic Plan)

To generate capital appreciation by actively investing in equity and equity related securities. For defensive considerations, the Scheme may invest in debt, money market instruments and derivatives. The investment manager will have the discretion to take aggressive asset calls i.e. by staying 100% invested in equity market/equity related instruments at a given point of time and 0% at another, in which case, the fund may be invested in debt related instruments at its discretion. The AMC may choose to churn the portfolio of the Scheme in order to achieve the investment objective. The Scheme is suitable for investors seeking high returns and for those who are willing to take commensurate risks.

Research Highlights for ICICI Prudential Multi-Asset Fund

Top quartile AUM (₹77,658 Cr).
Established history (23+ yrs).
Rating: 2★ (upper mid).
Risk profile: Moderately High.
5Y return: 17.79% (top quartile).
3Y return: 17.14% (upper mid).
1Y return: 9.80% (upper mid).
1M return: 0.21% (lower mid).
Alpha: 0.00 (lower mid).
Sharpe: -0.01 (upper mid).
Information ratio: 0.00 (lower mid).
Top sector: Financial Services.
Higher exposure to Cash Equivalent (bond sector) vs peer median.
Equity-heavy allocation (~67%).
High-quality debt (AAA/AA ~98%).
Largest holding ICICI Pru Gold ETF (~9.2%).

Below is the key information for ICICI Prudential Multi-Asset Fund

ICICI Prudential Multi-Asset Fund Growth
Launch Date	31 Oct 02
NAV (11 May 26)	₹801.634 ↓ -7.81 (-0.97 %)
Net Assets (Cr)	₹77,658 on 31 Mar 26
Category	Hybrid - Multi Asset
AMC	ICICI Prudential Asset Management Company Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.47
Sharpe Ratio	-0.01
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
30 Apr 21	₹10,000
30 Apr 22	₹13,016
30 Apr 23	₹14,537
30 Apr 24	₹19,400
30 Apr 25	₹21,747
30 Apr 26	₹23,725

ICICI Prudential Multi-Asset 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 ICICI Prudential 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 12 May 26

Duration	Returns
1 Month	0.2%
3 Month	-3.7%
6 Month	0%
1 Year	9.8%
3 Year	17.1%
5 Year	17.8%
10 Year
15 Year
Since launch	20.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	18.6%
2023	16.1%
2022	24.1%
2021	16.8%
2020	34.7%
2019	9.9%
2018	7.7%
2017	-2.2%
2016	28.2%
2015	12.5%

Fund Manager information for ICICI Prudential Multi-Asset Fund

Name	Since	Tenure
Sankaran Naren	1 Feb 12	14.25 Yr.
Manish Banthia	22 Jan 24	2.27 Yr.
Ihab Dalwai	3 Jun 17	8.91 Yr.
Akhil Kakkar	22 Jan 24	2.27 Yr.
Sri Sharma	30 Apr 21	5 Yr.
Gaurav Chikane	2 Aug 21	4.75 Yr.
Sharmila D'Silva	31 Jul 22	3.75 Yr.
Masoomi Jhurmarvala	4 Nov 24	1.49 Yr.

Data below for ICICI Prudential Multi-Asset Fund as on 31 Mar 26

Asset Allocation

Asset Class	Value
Cash	14.63%
Equity	66.61%
Debt	9.33%
Other	9.42%

Equity Sector Allocation

Sector	Value
Financial Services	21.55%
Consumer Cyclical	12.38%
Consumer Defensive	6.41%
Industrials	6.24%
Basic Materials	5.48%
Technology	5.24%
Health Care	4.02%
Energy	3.3%
Utility	2.38%
Real Estate	2.31%
Communication Services	2.15%

Debt Sector Allocation

Sector	Value
Cash Equivalent	12.37%
Corporate	7.1%
Government	4.5%

Credit Quality

Rating	Value
A	1.11%
AA	16.71%
AAA	80.81%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Pru Gold ETF - \| -	9%	₹7,167 Cr	571,818,912
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jan 22 \| HDFCBANK	5%	₹3,578 Cr	48,906,515 ↑ 13,750,235
ICICI Bank Ltd (Financial Services) Equity, Since 31 May 06 \| ICICIBANK	3%	₹2,570 Cr	21,315,375
Bajaj Finserv Ltd (Financial Services) Equity, Since 31 Jan 24 \| 532978	3%	₹2,038 Cr	12,489,665 ↑ 3,369,067
Axis Bank Ltd (Financial Services) Equity, Since 31 Dec 20 \| 532215	2%	₹1,939 Cr	16,696,289 ↑ 881,522
Infosys Ltd (Technology) Equity, Since 31 Oct 19 \| INFY	2%	₹1,918 Cr	15,335,773 ↑ 1,633,672
InterGlobe Aviation Ltd (Industrials) Equity, Since 28 Feb 23 \| INDIGO	2%	₹1,773 Cr	4,496,856 ↑ 740,812
ITC Ltd (Consumer Defensive) Equity, Since 31 Mar 24 \| ITC	2%	₹1,688 Cr	58,664,918
Reliance Industries Ltd (Energy) Equity, Since 31 Dec 20 \| RELIANCE	2%	₹1,678 Cr	12,484,292 ↓ -2,365,513
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 31 Aug 21 \| MARUTI	2%	₹1,403 Cr	1,140,477 ↑ 92,641

4. UTI Multi Asset Fund

(Erstwhile UTI Wealth Builder Fund)

The objective of the Scheme is to achieve long term capital appreciation by investing predominantly in a diversified portfolio of equity and equity related instruments along with investments in Gold ETFs and Debt and Money Market Instruments. However, there can be no assurance that the investment objective of the Scheme will be achieved.

Research Highlights for UTI Multi Asset Fund

Lower mid AUM (₹6,379 Cr).
Established history (17+ yrs).
Rating: 1★ (lower mid).
Risk profile: Moderately High.
5Y return: 13.73% (bottom quartile).
3Y return: 16.78% (upper mid).
1Y return: 5.25% (lower mid).
1M return: -0.66% (lower mid).
Alpha: 0.00 (lower mid).
Sharpe: -0.15 (upper mid).
Information ratio: 0.00 (lower mid).
Top sector: Financial Services.
Top bond sector: Government.
Equity-heavy allocation (~69%).
High-quality debt (AAA/AA ~100%).
Largest holding UTI Gold ETF (~14.6%).

Below is the key information for UTI Multi Asset Fund

UTI Multi Asset Fund Growth
Launch Date	21 Oct 08
NAV (12 May 26)	₹76.5663 ↓ -0.98 (-1.26 %)
Net Assets (Cr)	₹6,379 on 31 Mar 26
Category	Hybrid - Multi Asset
AMC	UTI Asset Management Company Ltd
Rating	☆
Risk	Moderately High
Expense Ratio	1.79
Sharpe Ratio	-0.15
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
30 Apr 21	₹10,000
30 Apr 22	₹10,782
30 Apr 23	₹11,838
30 Apr 24	₹16,562
30 Apr 25	₹17,938
30 Apr 26	₹19,287

UTI Multi Asset 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 UTI 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 12 May 26

Duration	Returns
1 Month	-0.7%
3 Month	-4.7%
6 Month	-2.4%
1 Year	5.3%
3 Year	16.8%
5 Year	13.7%
10 Year
15 Year
Since launch	12.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	11.1%
2023	20.7%
2022	29.1%
2021	4.4%
2020	11.8%
2019	13.1%
2018	3.9%
2017	-0.5%
2016	17.1%
2015	7.3%

Fund Manager information for UTI Multi Asset Fund

Name	Since	Tenure
Sharwan Kumar Goyal	12 Nov 21	4.47 Yr.
Jaydeep Bhowal	1 Oct 24	1.58 Yr.

Data below for UTI Multi Asset Fund as on 31 Mar 26

Asset Allocation

Asset Class	Value
Cash	6.2%
Equity	69.12%
Debt	10.27%
Other	14.41%

Equity Sector Allocation

Sector	Value
Financial Services	16.56%
Technology	10.17%
Consumer Cyclical	9.12%
Consumer Defensive	8.63%
Industrials	5.7%
Basic Materials	4.92%
Health Care	3.78%
Real Estate	3.67%
Energy	3.51%
Communication Services	3.06%

Debt Sector Allocation

Sector	Value
Government	7.78%
Cash Equivalent	6.19%
Corporate	2.5%

Credit Quality

Rating	Value
AAA	100%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
UTI Gold ETF - \| -	15%	₹928 Cr	75,761,481 ↓ -187,888
State Bank of India (Financial Services) Equity, Since 31 Oct 25 \| SBIN	3%	₹180 Cr	1,842,246 ↑ 125,516
Coal India Ltd (Energy) Equity, Since 31 Oct 22 \| COALINDIA	2%	₹151 Cr	3,341,545
Asian Paints Ltd (Basic Materials) Equity, Since 31 Oct 24 \| 500820	2%	₹145 Cr	671,457
Infosys Ltd (Technology) Equity, Since 31 Mar 24 \| INFY	2%	₹144 Cr	1,147,926
ITC Ltd (Consumer Defensive) Equity, Since 31 Oct 22 \| ITC	2%	₹143 Cr	4,977,387 ↑ 132,551
Nestle India Ltd (Consumer Defensive) Equity, Since 29 Feb 24 \| NESTLEIND	2%	₹134 Cr	1,142,201
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Apr 24 \| BHARTIARTL	2%	₹133 Cr	748,429 ↑ 11,037
HDFC Bank Ltd (Financial Services) Equity, Since 30 Apr 25 \| HDFCBANK	2%	₹129 Cr	1,769,452 ↑ 261,723
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 31 Oct 23 \| MARUTI	2%	₹125 Cr	101,405 ↑ 12,249

5. 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

Upper mid AUM (₹46,700 Cr).
Established history (26+ yrs).
Rating: 4★ (top quartile).
Risk profile: Moderately High.
5Y return: 16.92% (upper mid).
3Y return: 16.55% (lower mid).
1Y return: 2.53% (lower mid).
1M return: -0.93% (bottom quartile).
Alpha: 2.02 (top quartile).
Sharpe: -0.33 (lower mid).
Information ratio: 1.81 (top quartile).
Top sector: Financial Services.
Top bond sector: Corporate.
Equity-heavy allocation (~78%).
High-quality debt (AAA/AA ~96%).
Largest holding NTPC Ltd (~5.2%).

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 (12 May 26)	₹393.88 ↓ -5.22 (-1.31 %)
Net Assets (Cr)	₹46,700 on 31 Mar 26
Category	Hybrid - Hybrid Equity
AMC	ICICI Prudential Asset Management Company Limited
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.6
Sharpe Ratio	-0.33
Information Ratio	1.81
Alpha Ratio	2.02
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
30 Apr 21	₹10,000
30 Apr 22	₹13,080
30 Apr 23	₹14,202
30 Apr 24	₹19,959
30 Apr 25	₹22,027
30 Apr 26	₹23,144

ICICI Prudential Equity and Debt Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689 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 12 May 26

Duration	Returns
1 Month	-0.9%
3 Month	-4.4%
6 Month	-3.6%
1 Year	2.5%
3 Year	16.5%
5 Year	16.9%
10 Year
15 Year
Since launch	14.9%

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
Sankaran Naren	7 Dec 15	10.41 Yr.
Manish Banthia	19 Sep 13	12.62 Yr.
Mittul Kalawadia	29 Dec 20	5.34 Yr.
Akhil Kakkar	22 Jan 24	2.27 Yr.
Sri Sharma	30 Apr 21	5.01 Yr.
Sharmila D'Silva	31 Jul 22	3.75 Yr.
Nitya Mishra	4 Nov 24	1.49 Yr.

Data below for ICICI Prudential Equity and Debt Fund as on 31 Mar 26

Asset Allocation

Asset Class	Value
Cash	6.74%
Equity	77.78%
Debt	15.44%

Equity Sector Allocation

Sector	Value
Financial Services	18.33%
Consumer Cyclical	10.7%
Consumer Defensive	7.5%
Industrials	7.38%
Energy	7.15%
Health Care	6.4%
Utility	5.96%
Technology	5.49%
Real Estate	3.01%
Communication Services	2.4%
Basic Materials	2.23%

Debt Sector Allocation

Sector	Value
Corporate	10.8%
Government	8.55%
Cash Equivalent	2.87%

Credit Quality

Rating	Value
A	1.65%
AA	19.32%
AAA	76.64%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
NTPC Ltd (Utilities) Equity, Since 28 Feb 17 \| 532555	5%	₹2,437 Cr	65,759,814 ↓ -1,300,745
Reliance Industries Ltd (Energy) Equity, Since 30 Jun 22 \| RELIANCE	5%	₹2,400 Cr	17,861,065 ↓ -277,844
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jul 12 \| ICICIBANK	5%	₹2,341 Cr	19,413,840
HDFC Bank Ltd (Financial Services) Equity, Since 30 Apr 21 \| HDFCBANK	5%	₹2,334 Cr	31,909,139 ↑ 5,428,174
Sun Pharmaceuticals Industries Ltd (Healthcare) Equity, Since 31 May 16 \| SUNPHARMA	5%	₹2,119 Cr	12,056,468 ↓ -87,755
TVS Motor Co Ltd (Consumer Cyclical) Equity, Since 28 Feb 18 \| 532343	3%	₹1,339 Cr	3,981,427
Avenue Supermarts Ltd (Consumer Defensive) Equity, Since 31 Jan 23 \| 540376	3%	₹1,254 Cr	3,168,463 ↓ -50,000
Axis Bank Ltd (Financial Services) Equity, Since 31 Mar 21 \| 532215	3%	₹1,243 Cr	10,707,447
InterGlobe Aviation Ltd (Industrials) Equity, Since 28 Feb 23 \| INDIGO	2%	₹1,055 Cr	2,675,996 ↑ 140,000
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Mar 24 \| TCS	2%	₹979 Cr	4,151,035 ↑ 550,000

6. 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 (₹652 Cr).
Oldest track record among peers (31 yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 13.74% (bottom quartile).
3Y return: 16.09% (lower mid).
1Y return: -2.25% (bottom quartile).
1M return: 0.34% (upper mid).
Alpha: -5.37 (bottom quartile).
Sharpe: -0.95 (bottom quartile).
Information ratio: 0.45 (top quartile).
Top sector: Financial Services.
Top bond sector: Corporate.
Equity-heavy allocation (~74%).
High-quality debt (AAA/AA ~100%).
Largest holding HDFC Bank Ltd (~3.9%).

Below is the key information for JM Equity Hybrid Fund

JM Equity Hybrid Fund Growth
Launch Date	1 Apr 95
NAV (12 May 26)	₹114.136 ↓ -1.82 (-1.57 %)
Net Assets (Cr)	₹652 on 31 Mar 26
Category	Hybrid - Hybrid Equity
AMC	JM Financial Asset Management Limited
Rating	☆
Risk	Moderately High
Expense Ratio	2.3
Sharpe Ratio	-0.95
Information Ratio	0.45
Alpha Ratio	-5.37
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
30 Apr 21	₹10,000
30 Apr 22	₹11,150
30 Apr 23	₹12,270
30 Apr 24	₹19,179
30 Apr 25	₹19,495
30 Apr 26	₹19,313

JM 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 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 12 May 26

Duration	Returns
1 Month	0.3%
3 Month	-4.3%
6 Month	-6.3%
1 Year	-2.2%
3 Year	16.1%
5 Year	13.7%
10 Year
15 Year
Since launch	12%

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
Satish Ramanathan	1 Oct 24	1.58 Yr.
Asit Bhandarkar	31 Dec 21	4.33 Yr.
Ruchi Fozdar	4 Oct 24	1.57 Yr.
Deepak Gupta	11 Apr 25	1.05 Yr.

Data below for JM Equity Hybrid Fund as on 31 Mar 26

Asset Allocation

Asset Class	Value
Cash	7.36%
Equity	73.52%
Debt	19.12%

Equity Sector Allocation

Sector	Value
Financial Services	21.94%
Technology	11.72%
Consumer Cyclical	11.47%
Industrials	8.4%
Health Care	4.4%
Basic Materials	4.24%
Communication Services	3.75%
Utility	2.56%
Consumer Defensive	2.5%
Energy	2.49%
Real Estate	0.04%

Debt Sector Allocation

Sector	Value
Corporate	13.28%
Government	10.49%
Cash Equivalent	2.71%

Credit Quality

Rating	Value
AA	13.24%
AAA	86.76%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Jun 24 \| HDFCBANK	4%	₹26 Cr	350,000
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Oct 24 \| BHARTIARTL	4%	₹24 Cr	137,246 ↓ -8,000
Larsen & Toubro Ltd (Industrials) Equity, Since 31 May 21 \| LT	3%	₹22 Cr	64,000
6.48% Govt Stock 2035 Sovereign Bonds \| -	3%	₹21 Cr	2,175,000
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 31 May 25 \| MCX	3%	₹20 Cr	81,671 ↓ -13,709
Bajaj Finance Ltd (Financial Services) Equity, Since 31 Jan 25 \| 500034	3%	₹19 Cr	235,040 ↓ -35,000
Vedanta Ltd (Basic Materials) Equity, Since 31 Mar 25 \| 500295	3%	₹18 Cr	280,000
NTPC Ltd (Utilities) Equity, Since 28 Feb 26 \| 532555	3%	₹17 Cr	450,000 ↑ 280,000
Reliance Industries Ltd (Energy) Equity, Since 28 Feb 26 \| RELIANCE	2%	₹16 Cr	121,000 ↑ 21,000
Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services) Equity, Since 31 Jan 25 \| UJJIVANSFB	2%	₹16 Cr	3,168,585 ↓ -800,000

7. 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% (bottom quartile).
1Y return: 27.10% (top quartile).
1M return: 1.80% (top 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
30 Apr 21	₹10,000

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 12 May 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

8. 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 (₹98,458 Cr).
Established history (25+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 15.58% (upper mid).
3Y return: 14.57% (bottom quartile).
1Y return: -0.45% (bottom quartile).
1M return: -1.19% (bottom quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: -0.60 (bottom quartile).
Information ratio: 0.00 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Corporate.
Equity-heavy allocation (~70%).
High-quality debt (AAA/AA ~100%).
Largest holding ICICI Bank Ltd (~4.6%).

Below is the key information for HDFC Balanced Advantage Fund

HDFC Balanced Advantage Fund Growth
Launch Date	11 Sep 00
NAV (12 May 26)	₹505.203 ↓ -7.00 (-1.37 %)
Net Assets (Cr)	₹98,458 on 31 Mar 26
Category	Hybrid - Dynamic Allocation
AMC	HDFC Asset Management Company Limited
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.36
Sharpe Ratio	-0.6
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
30 Apr 21	₹10,000
30 Apr 22	₹12,384
30 Apr 23	₹14,276
30 Apr 24	₹19,967
30 Apr 25	₹21,419
30 Apr 26	₹21,959

HDFC Balanced Advantage Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579 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 12 May 26

Duration	Returns
1 Month	-1.2%
3 Month	-5.3%
6 Month	-5.4%
1 Year	-0.4%
3 Year	14.6%
5 Year	15.6%
10 Year
15 Year
Since launch	17.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	7.2%
2023	16.7%
2022	31.3%
2021	18.8%
2020	26.4%
2019	7.6%
2018	6.9%
2017	-3.1%
2016	27.9%
2015	9.4%

Fund Manager information for HDFC Balanced Advantage Fund

Name	Since	Tenure
Anil Bamboli	29 Jul 22	3.76 Yr.
Gopal Agrawal	29 Jul 22	3.76 Yr.
Arun Agarwal	6 Oct 22	3.57 Yr.
Srinivasan Ramamurthy	29 Jul 22	3.76 Yr.
Dhruv Muchhal	22 Jun 23	2.86 Yr.
Nandita Menezes	29 Mar 25	1.09 Yr.

Data below for HDFC Balanced Advantage Fund as on 31 Mar 26

Asset Allocation

Asset Class	Value
Cash	3.31%
Equity	69.82%
Debt	26.88%

Equity Sector Allocation

Sector	Value
Financial Services	22.52%
Energy	7.81%
Consumer Cyclical	7.38%
Industrials	7.33%
Technology	5.8%
Health Care	4.84%
Utility	4.45%
Communication Services	3.34%
Basic Materials	2.23%
Consumer Defensive	2.21%
Real Estate	1.91%

Debt Sector Allocation

Sector	Value
Corporate	14.49%
Government	13.31%
Cash Equivalent	2.38%

Credit Quality

Rating	Value
AA	0.91%
AAA	99.09%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| ICICIBANK	5%	₹4,491 Cr	37,244,463
HDFC Bank Ltd (Financial Services) Equity, Since 31 Mar 22 \| HDFCBANK	4%	₹4,133 Cr	56,490,502 ↑ 2,000,000
Reliance Industries Ltd (Energy) Equity, Since 31 Dec 21 \| RELIANCE	4%	₹3,965 Cr	29,500,311 ↑ 527,246
State Bank of India (Financial Services) Equity, Since 31 May 07 \| SBIN	3%	₹3,428 Cr	35,000,000
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Aug 20 \| BHARTIARTL	3%	₹3,044 Cr	17,076,608 ↑ 904,571
NTPC Ltd (Utilities) Equity, Since 31 Aug 16 \| 532555	2%	₹2,354 Cr	63,500,000
Axis Bank Ltd (Financial Services) Equity, Since 31 Aug 17 \| 532215	2%	₹2,314 Cr	19,926,312 ↑ 100,730
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Jun 12 \| LT	2%	₹2,305 Cr	6,579,083
7.18% Govt Stock 2033 Sovereign Bonds \| -	2%	₹2,196 Cr	218,533,300
Coal India Ltd (Energy) Equity, Since 31 Jan 18 \| COALINDIA	2%	₹2,104 Cr	46,700,000

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