7 ਸਰਬੋਤਮ ਹਮਲਾਵਰ ਹਾਈਬ੍ਰਿਡ ਮਿਉਚੁਅਲ ਫੰਡ 2022

Updated on September 28, 2026 , 28184 views

ਹਮਲਾਵਰਹਾਈਬ੍ਰਿਡ ਫੰਡ ਨਿਵੇਸ਼ਕਾਂ ਲਈ ਢੁਕਵਾਂ ਹੈ ਜੋ ਵੱਲ ਝੁਕਣਾ ਚਾਹੁੰਦੇ ਹਨਨਿਵੇਸ਼ ਵਿੱਚਇਕੁਇਟੀ ਫੰਡ, ਪਰ ਉਸੇ ਸਮੇਂ ਪੋਰਟਫੋਲੀਓ ਵਿੱਚ ਸਥਿਰਤਾ ਚਾਹੁੰਦਾ ਹੈ। ਇਹ ਫੰਡ ਇਕੁਇਟੀ ਅਤੇ ਹਾਈਬ੍ਰਿਡ ਫੰਡ ਦੋਵਾਂ ਦਾ ਮਿਸ਼ਰਣ ਹੈ। ਪਰ, ਕਿਉਂਕਿ ਇਸ ਫੰਡ ਵਿੱਚ ਇਕੁਇਟੀ ਸਾਧਨ ਦਾ ਹਿੱਸਾ ਵੱਧ ਹੈ, ਇਸ ਨੂੰ ਇੱਕ ਹਮਲਾਵਰ ਹਾਈਬ੍ਰਿਡ ਫੰਡ ਕਿਹਾ ਜਾਂਦਾ ਹੈ। ਨਿਵੇਸ਼ਕ ਜਿਨ੍ਹਾਂ ਨੂੰ ਇਸ ਸ਼੍ਰੇਣੀ ਵਿੱਚੋਂ ਚੰਗੇ ਫੰਡ ਚੁਣਨ ਲਈ ਇੱਕ ਗਾਈਡ ਦੀ ਲੋੜ ਹੋਵੇਗੀ, ਅਸੀਂ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ ਕੁਝ ਵਧੀਆ ਹਮਲਾਵਰ ਹਾਈਬ੍ਰਿਡ ਫੰਡਾਂ ਨੂੰ ਸ਼ਾਰਟਲਿਸਟ ਕੀਤਾ ਹੈ।

ਹਮਲਾਵਰ ਹਾਈਬ੍ਰਿਡ ਫੰਡ ਕੀ ਹਨ?

ਹਮਲਾਵਰ ਹਾਈਬ੍ਰਿਡ ਫੰਡ ਆਪਣੀ ਕੁੱਲ ਜਾਇਦਾਦ ਦਾ ਲਗਭਗ 65 ਤੋਂ 85 ਪ੍ਰਤੀਸ਼ਤ ਇਕੁਇਟੀ-ਸਬੰਧਤ ਯੰਤਰਾਂ ਵਿੱਚ ਅਤੇ ਲਗਭਗ 20 ਤੋਂ 35 ਪ੍ਰਤੀਸ਼ਤ ਕਰਜ਼ੇ ਦੇ ਯੰਤਰਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰੇਗਾ। ਕਿਉਂਕਿ ਫੰਡ ਦੀ ਵੱਧ ਤੋਂ ਵੱਧ ਵੰਡ ਇਕੁਇਟੀ ਦੀ ਹੁੰਦੀ ਹੈ, ਇਸ ਨੂੰ ਹਾਈਬ੍ਰਿਡ ਇਕੁਇਟੀ ਫੰਡ ਵੀ ਕਿਹਾ ਜਾ ਸਕਦਾ ਹੈ।

ਕਿਉਂਕਿ ਇਸ ਫੰਡ ਵਿੱਚ ਕਰਜ਼ੇ ਦੇ ਸਾਧਨ ਦਾ ਇੱਕ ਹਿੱਸਾ ਹੈ, ਇਹ ਸ਼ੁੱਧ ਇਕੁਇਟੀ ਨਾਲੋਂ ਮੁਕਾਬਲਤਨ ਘੱਟ ਅਸਥਿਰ ਹਨਮਿਉਚੁਅਲ ਫੰਡ. ਹਾਲਾਂਕਿ, ਇੱਕ ਸਕੀਮ ਜੋ ਆਪਣੇ ਕਾਰਪਸ ਦਾ 65 ਪ੍ਰਤੀਸ਼ਤ (ਜਾਂ ਵੱਧ) ਇਕੁਇਟੀ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਦੀ ਹੈ, ਨੂੰ ਜੋਖਮ-ਮੁਕਤ ਨਿਵੇਸ਼ ਨਹੀਂ ਮੰਨਿਆ ਜਾ ਸਕਦਾ ਹੈ।

ਕਿਸਨੂੰ ਨਿਵੇਸ਼ ਕਰਨਾ ਚਾਹੀਦਾ ਹੈ?

ਇੱਕਨਿਵੇਸ਼ਕ ਜੋ ਨਿਵੇਸ਼ ਵਿੱਚ ਕੁਝ ਪੱਧਰ ਦੇ ਜੋਖਮ ਨੂੰ ਬਰਦਾਸ਼ਤ ਕਰ ਸਕਦਾ ਹੈ, ਉਹ ਹਮਲਾਵਰ ਹਾਈਬ੍ਰਿਡ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨ ਬਾਰੇ ਵਿਚਾਰ ਕਰ ਸਕਦਾ ਹੈ। ਨਾਲ ਹੀ, ਇੱਕ ਨਿਵੇਸ਼ਕ ਜੋ ਇਕੁਇਟੀ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨਾ ਚਾਹੁੰਦਾ ਹੈ, ਪਰ ਉਸੇ ਸਮੇਂ ਇੱਕ ਸੁਰੱਖਿਅਤ ਰਸਤਾ ਲੈਣਾ ਚਾਹੁੰਦਾ ਹੈ, ਇਸ ਫੰਡ ਨਾਲ ਸ਼ੁਰੂ ਕਰ ਸਕਦਾ ਹੈ।

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ਚੋਟੀ ਦੇ 7 ਵਧੀਆ ਪ੍ਰਦਰਸ਼ਨ ਕਰਨ ਵਾਲੇ ਹਮਲਾਵਰ ਹਾਈਬ੍ਰਿਡ ਫੰਡ 2022

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2025 (%)
Sundaram Equity Hybrid Fund Growth	₹135.137 ↑ 0.78	₹1,954	0.5	10.5	27.1	16	14.2
BOI AXA Mid and Small Cap Equity and Debt Fund Growth	₹42.57 ↓ -0.04	₹2,051	2.1	19.6	13.7	14.8	13.5	-0.9
Baroda Pioneer Hybrid Equity Fund Growth	₹81.2894 ↑ 0.36	₹389	-3.5	-0.8	14.8	14.3	11.2
Bandhan Hybrid Equity Fund Growth	₹27.119 ↓ -0.05	₹2,410	-0.4	10.9	4.7	12.1	9.8	7.7
ICICI Prudential Equity and Debt Fund Growth	₹392.87 ↑ 0.18	₹52,454	-2.7	4.8	-1	11.6	12.9	13.3
SBI Equity Hybrid Fund Growth	₹305.729 ↑ 1.27	₹88,668	-2.1	8.5	2.1	10.7	8.5	12.3
Kotak Equity Hybrid Fund Growth	₹62.811 ↓ -0.15	₹9,335	-2.4	9.2	0.4	10.5	9.9	4.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Dec 21

Research Highlights & Commentary of 7 Funds showcased

Commentary	Sundaram Equity Hybrid Fund	BOI AXA Mid and Small Cap Equity and Debt Fund	Baroda Pioneer Hybrid Equity Fund	Bandhan Hybrid Equity Fund	ICICI Prudential Equity and Debt Fund	SBI Equity Hybrid Fund	Kotak Equity Hybrid Fund
Point 1	Bottom quartile AUM (₹1,954 Cr).	Lower mid AUM (₹2,051 Cr).	Bottom quartile AUM (₹389 Cr).	Lower mid AUM (₹2,410 Cr).	Upper mid AUM (₹52,454 Cr).	Highest AUM (₹88,668 Cr).	Upper mid AUM (₹9,335 Cr).
Point 2	Oldest track record among peers (26 yrs).	Established history (10+ yrs).	Established history (23+ yrs).	Established history (9+ yrs).	Established history (26+ yrs).	Established history (21+ yrs).	Established history (11+ yrs).
Point 3	Rating: 2★ (lower mid).	Not Rated.	Rating: 3★ (upper mid).	Not Rated.	Top rated.	Rating: 4★ (upper mid).	Rating: 3★ (lower 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: 14.20% (top quartile).	5Y return: 13.45% (upper mid).	5Y return: 11.17% (lower mid).	5Y return: 9.75% (bottom quartile).	5Y return: 12.85% (upper mid).	5Y return: 8.48% (bottom quartile).	5Y return: 9.92% (lower mid).
Point 6	3Y return: 16.03% (top quartile).	3Y return: 14.82% (upper mid).	3Y return: 14.26% (upper mid).	3Y return: 12.14% (lower mid).	3Y return: 11.62% (lower mid).	3Y return: 10.72% (bottom quartile).	3Y return: 10.46% (bottom quartile).
Point 7	1Y return: 27.10% (top quartile).	1Y return: 13.67% (upper mid).	1Y return: 14.82% (upper mid).	1Y return: 4.71% (lower mid).	1Y return: -1.03% (bottom quartile).	1Y return: 2.14% (lower mid).	1Y return: 0.41% (bottom quartile).
Point 8	1M return: 1.80% (top quartile).	1M return: -1.80% (upper mid).	1M return: -2.79% (upper mid).	1M return: -4.13% (bottom quartile).	1M return: -3.54% (lower mid).	1M return: -3.88% (lower mid).	1M return: -4.79% (bottom quartile).
Point 9	Alpha: 5.81 (upper mid).	Alpha: 0.00 (lower mid).	Alpha: 6.53 (top quartile).	Alpha: 6.08 (upper mid).	Alpha: -0.27 (bottom quartile).	Alpha: 3.46 (lower mid).	Alpha: 0.00 (bottom quartile).
Point 10	Sharpe: 2.64 (top quartile).	Sharpe: 0.71 (upper mid).	Sharpe: 2.59 (upper mid).	Sharpe: 0.40 (lower mid).	Sharpe: -0.07 (bottom quartile).	Sharpe: 0.21 (lower mid).	Sharpe: 0.19 (bottom quartile).

Sundaram Equity Hybrid Fund

Bottom quartile AUM (₹1,954 Cr).
Oldest track record among peers (26 yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 14.20% (top quartile).
3Y return: 16.03% (top quartile).
1Y return: 27.10% (top quartile).
1M return: 1.80% (top quartile).
Alpha: 5.81 (upper mid).
Sharpe: 2.64 (top quartile).

BOI AXA Mid and Small Cap Equity and Debt Fund

Lower mid AUM (₹2,051 Cr).
Established history (10+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 13.45% (upper mid).
3Y return: 14.82% (upper mid).
1Y return: 13.67% (upper mid).
1M return: -1.80% (upper mid).
Alpha: 0.00 (lower mid).
Sharpe: 0.71 (upper mid).

Baroda Pioneer Hybrid Equity Fund

Bottom quartile AUM (₹389 Cr).
Established history (23+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 11.17% (lower mid).
3Y return: 14.26% (upper mid).
1Y return: 14.82% (upper mid).
1M return: -2.79% (upper mid).
Alpha: 6.53 (top quartile).
Sharpe: 2.59 (upper mid).

Bandhan Hybrid Equity Fund

Lower mid AUM (₹2,410 Cr).
Established history (9+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 9.75% (bottom quartile).
3Y return: 12.14% (lower mid).
1Y return: 4.71% (lower mid).
1M return: -4.13% (bottom quartile).
Alpha: 6.08 (upper mid).
Sharpe: 0.40 (lower mid).

ICICI Prudential Equity and Debt Fund

Upper mid AUM (₹52,454 Cr).
Established history (26+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 12.85% (upper mid).
3Y return: 11.62% (lower mid).
1Y return: -1.03% (bottom quartile).
1M return: -3.54% (lower mid).
Alpha: -0.27 (bottom quartile).
Sharpe: -0.07 (bottom quartile).

SBI Equity Hybrid Fund

Highest AUM (₹88,668 Cr).
Established history (21+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 8.48% (bottom quartile).
3Y return: 10.72% (bottom quartile).
1Y return: 2.14% (lower mid).
1M return: -3.88% (lower mid).
Alpha: 3.46 (lower mid).
Sharpe: 0.21 (lower mid).

Kotak Equity Hybrid Fund

Upper mid AUM (₹9,335 Cr).
Established history (11+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 9.92% (lower mid).
3Y return: 10.46% (bottom quartile).
1Y return: 0.41% (bottom quartile).
1M return: -4.79% (bottom quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.19 (bottom quartile).

*ਤੇ ਆਧਾਰਿਤ ਫੰਡਾਂ ਦੀ ਸੂਚੀਸੰਪਤੀ >= 200 ਕਰੋੜ & ਕ੍ਰਮਬੱਧ3 ਸਾਲਸੀ.ਏ.ਜੀ.ਆਰ ਵਾਪਸੀ.

1. 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).
Oldest track record among peers (26 yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 14.20% (top quartile).
3Y return: 16.03% (top quartile).
1Y return: 27.10% (top quartile).
1M return: 1.80% (upper mid).
Alpha: 5.81 (upper mid).
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 31 Dec 21

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
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016

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

2. 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

Lower mid AUM (₹2,051 Cr).
Established history (10+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 13.45% (upper mid).
3Y return: 14.82% (upper mid).
1Y return: 13.67% (upper mid).
1M return: -1.80% (upper mid).
Alpha: 0.00 (lower mid).
Sharpe: 0.71 (lower mid).
Information ratio: 0.00 (lower mid).
Top sector: Financial Services.
Top bond sector: Corporate.
Equity-heavy allocation (~67%).
High-quality debt (AAA/AA ~100%).
Largest holding Bank of Maharashtra (~2.4%).

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 (30 Sep 26)	₹42.57 ↓ -0.04 (-0.09 %)
Net Assets (Cr)	₹2,051 on 31 Aug 26
Category	Hybrid - Hybrid Equity
AMC	BOI AXA Investment Mngrs Private Ltd
Rating	Not Rated
Risk	Moderately High
Expense Ratio	2.04
Sharpe Ratio	0.71
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 Sep 21	₹10,000
30 Sep 22	₹9,921
30 Sep 23	₹12,415
30 Sep 24	₹17,307
30 Sep 25	₹16,534

BOI AXA Mid and Small Cap Equity and Debt 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 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 31 Dec 21

Duration	Returns
1 Month	-1.8%
3 Month	2.1%
6 Month	19.6%
1 Year	13.7%
3 Year	14.8%
5 Year	13.5%
10 Year
15 Year
Since launch	15.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	-0.9%
2024	25.8%
2023	33.7%
2022	-4.8%
2021	54.5%
2020	31.1%
2019	-4.7%
2018	-14.2%
2017	47.1%
2016

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

Name	Since	Tenure
Alok Singh	16 Feb 17	9.54 Yr.

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

Asset Allocation

Asset Class	Value
Cash	19.59%
Equity	66.93%
Debt	13.48%

Equity Sector Allocation

Sector	Value
Financial Services	14.4%
Industrials	13.53%
Health Care	10.42%
Technology	7.37%
Consumer Cyclical	7.32%
Basic Materials	6.48%
Consumer Defensive	4.39%
Energy	1.17%
Real Estate	0.78%
Utility	0.5%
Communication Services	0.33%

Debt Sector Allocation

Sector	Value
Corporate	15.26%
Cash Equivalent	10.74%
Government	7.07%

Credit Quality

Rating	Value
AA	3.91%
AAA	96.09%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Bank of Maharashtra (Financial Services) Equity, Since 31 May 24 \| MAHABANK	2%	₹50 Cr	6,100,000 ↑ 1,100,000
Balrampur Chini Mills Ltd (Consumer Defensive) Equity, Since 31 Jan 21 \| BALRAMCHIN	2%	₹46 Cr	670,000 ↑ 72,000
Sterlite Technologies Ltd (Technology) Equity, Since 30 Apr 26 \| STLTECH	2%	₹43 Cr	592,439
UNO Minda Ltd (Consumer Cyclical) Equity, Since 31 Jul 19 \| UNOMINDA	2%	₹42 Cr	331,037
Power Finance Corporation Limited Debentures \| -	2%	₹42 Cr	4,200,000 ↑ 3,500,000
Aurobindo Pharma Ltd (Healthcare) Equity, Since 31 Jan 26 \| AUROPHARMA	2%	₹41 Cr	240,000
The Federal Bank Ltd (Financial Services) Equity, Since 30 Jun 26 \| FEDERALBNK	2%	₹41 Cr	1,150,004 ↑ 140,000
Abbott India Ltd (Healthcare) Equity, Since 31 Jan 23 \| ABBOTINDIA	2%	₹39 Cr	15,000
Mankind Pharma Ltd (Healthcare) Equity, Since 30 Jun 26 \| MANKIND	2%	₹39 Cr	160,000
Quality Power Electrical Equipments Ltd (Industrials) Equity, Since 30 Sep 25 \| QPOWER	2%	₹38 Cr	261,578

3. IDBI Hybrid Equity Fund

(Erstwhile IDBI Prudence Fund)

The investment objective of the scheme would be to generate opportunities for capital appreciation along with income by investing in a diversified basket of equity and equity related instruments, debt and money market instruments. However, there can be no assurance that the investment objective of the scheme will be realized.

Research Highlights for IDBI Hybrid Equity Fund

Bottom quartile AUM (₹179 Cr).
Established history (9+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 7.09% (bottom quartile).
3Y return: 14.43% (upper mid).
1Y return: 12.06% (lower mid).
1M return: 2.10% (top quartile).
Alpha: -0.26 (bottom quartile).
Sharpe: 1.03 (upper mid).
Information ratio: -1.03 (bottom quartile).

Below is the key information for IDBI Hybrid Equity Fund

IDBI Hybrid Equity Fund Growth
Launch Date	24 Oct 16
NAV (28 Jul 23)	₹17.1253 ↓ -0.01 (-0.05 %)
Net Assets (Cr)	₹179 on 30 Jun 23
Category	Hybrid - Hybrid Equity
AMC	IDBI Asset Management Limited
Rating	Not Rated
Risk	Moderately High
Expense Ratio	2.52
Sharpe Ratio	1.03
Information Ratio	-1.03
Alpha Ratio	-0.26
Min Investment	5,000
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value

IDBI Hybrid Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹367,070.
Net Profit of ₹67,070 Invest Now

Returns for IDBI 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 31 Dec 21

Duration	Returns
1 Month	2.1%
3 Month	7.8%
6 Month	9.8%
1 Year	12.1%
3 Year	14.4%
5 Year	7.1%
10 Year
15 Year
Since launch	8.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016

Fund Manager information for IDBI Hybrid Equity Fund

Name	Since	Tenure

Data below for IDBI Hybrid Equity Fund as on 30 Jun 23

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. Baroda Pioneer Hybrid Equity Fund

(Erstwhile Baroda Pioneer Balance Fund)

The scheme is targeted for long-term capital appreciation along with stability through a well balanced portfolio comprising of equity,equity related instruments, money market instrument and debt securities.

Research Highlights for Baroda Pioneer Hybrid Equity Fund

Bottom quartile AUM (₹389 Cr).
Established history (23+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 11.17% (lower mid).
3Y return: 14.26% (lower mid).
1Y return: 14.82% (upper mid).
1M return: -2.79% (lower mid).
Alpha: 6.53 (top quartile).
Sharpe: 2.59 (upper mid).
Information ratio: -0.07 (lower mid).

Below is the key information for Baroda Pioneer Hybrid Equity Fund

Baroda Pioneer Hybrid Equity Fund Growth
Launch Date	12 Sep 03
NAV (11 Mar 22)	₹81.2894 ↑ 0.36 (0.45 %)
Net Assets (Cr)	₹389 on 31 Jan 22
Category	Hybrid - Hybrid Equity
AMC	Baroda Pioneer Asset Management Co. Ltd.
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	2.48
Sharpe Ratio	2.59
Information Ratio	-0.07
Alpha Ratio	6.53
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

Baroda Pioneer Hybrid Equity 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 Baroda Pioneer 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 31 Dec 21

Duration	Returns
1 Month	-2.8%
3 Month	-3.5%
6 Month	-0.8%
1 Year	14.8%
3 Year	14.3%
5 Year	11.2%
10 Year
15 Year
Since launch	12%

Historical performance (Yearly) on absolute basis

Year	Returns
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016

Fund Manager information for Baroda Pioneer Hybrid Equity Fund

Name	Since	Tenure

Data below for Baroda Pioneer Hybrid Equity Fund as on 31 Jan 22

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

Upper mid AUM (₹2,410 Cr).
Established history (9+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 9.75% (lower mid).
3Y return: 12.14% (lower mid).
1Y return: 4.71% (lower mid).
1M return: -4.13% (bottom quartile).
Alpha: 6.08 (upper mid).
Sharpe: 0.40 (lower mid).
Information ratio: 0.80 (upper mid).
Top sector: Financial Services.
Top bond sector: Corporate.
Equity-heavy allocation (~80%).
High-quality debt (AAA/AA ~100%).
Largest holding ICICI Bank Ltd (~5.8%).

Below is the key information for Bandhan Hybrid Equity Fund

Bandhan Hybrid Equity Fund Growth
Launch Date	30 Dec 16
NAV (30 Sep 26)	₹27.119 ↓ -0.05 (-0.17 %)
Net Assets (Cr)	₹2,410 on 31 Jul 26
Category	Hybrid - Hybrid Equity
AMC	IDFC Asset Management Company Limited
Rating	Not Rated
Risk	Moderately High
Expense Ratio	2.15
Sharpe Ratio	0.4
Information Ratio	0.8
Alpha Ratio	6.08
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 Sep 21	₹10,000
30 Sep 22	₹9,937
30 Sep 23	₹11,292
30 Sep 24	₹15,122
30 Sep 25	₹15,208

Bandhan Hybrid Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859 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 31 Dec 21

Duration	Returns
1 Month	-4.1%
3 Month	-0.4%
6 Month	10.9%
1 Year	4.7%
3 Year	12.1%
5 Year	9.8%
10 Year
15 Year
Since launch	10.8%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	7.7%
2024	21%
2023	20.4%
2022	-1.1%
2021	30.8%
2020	13.9%
2019	4.7%
2018	-3.8%
2017	16.2%
2016

Fund Manager information for Bandhan Hybrid Equity Fund

Name	Since	Tenure
Harshal Joshi	28 Jul 21	5.1 Yr.
Brijesh Shah	10 Jun 24	2.23 Yr.
Prateek Poddar	7 Jun 24	2.24 Yr.
Ritika Behera	7 Oct 23	2.9 Yr.
Gaurav Satra	7 Jun 24	2.24 Yr.

Data below for Bandhan Hybrid Equity Fund as on 31 Jul 26

Asset Allocation

Asset Class	Value
Cash	1.62%
Equity	79.62%
Debt	18.75%
Other	0%

Equity Sector Allocation

Sector	Value
Financial Services	23.63%
Consumer Cyclical	13.04%
Technology	7.97%
Industrials	7.37%
Health Care	6.27%
Basic Materials	6.12%
Consumer Defensive	4.24%
Energy	3.8%
Utility	3.23%
Communication Services	2.5%
Real Estate	1.45%

Debt Sector Allocation

Sector	Value
Corporate	11.38%
Government	7.52%
Cash Equivalent	1.48%

Credit Quality

Rating	Value
AA	2.47%
AAA	97.53%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jul 24 \| ICICIBANK	6%	₹151 Cr	1,035,507 ↑ 43,788
HDFC Bank Ltd (Financial Services) Equity, Since 30 Jun 24 \| HDFCBANK	4%	₹116 Cr	1,634,898 ↑ 216,884
Reliance Industries Ltd (Energy) Equity, Since 30 Apr 20 \| RELIANCE	4%	₹99 Cr	777,373 ↑ 29,279
State Bank of India (Financial Services) Equity, Since 28 Feb 21 \| SBIN	3%	₹82 Cr	773,306 ↑ 46,716
Bajaj Finance Limited Debentures \| -	3%	₹74 Cr	7,500,000 ↑ 5,000,000
NTPC Ltd (Utilities) Equity, Since 28 Feb 23 \| 532555	3%	₹72 Cr	2,211,909 ↑ 267,495
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 31 May 24 \| M&M	2%	₹56 Cr	170,937 ↑ 11,652
Eternal Ltd (Consumer Cyclical) Equity, Since 31 May 24 \| ETERNAL	2%	₹56 Cr	1,701,040 ↑ 71,565
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Jan 17 \| LT	2%	₹54 Cr	132,760 ↑ 11,281
7.3% Govt Stock 2053 Sovereign Bonds \| -	2%	₹53 Cr	5,500,000

6. 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 (₹52,454 Cr).
Established history (26+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 12.85% (upper mid).
3Y return: 11.62% (bottom quartile).
1Y return: -1.03% (bottom quartile).
1M return: -3.54% (lower mid).
Alpha: -0.27 (bottom quartile).
Sharpe: -0.07 (bottom quartile).
Information ratio: 1.44 (top quartile).
Top sector: Financial Services.
Top bond sector: Corporate.
Equity-heavy allocation (~77%).
High-quality debt (AAA/AA ~95%).
Largest holding HDFC Bank Ltd (~6.1%).

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 Sep 26)	₹392.87 ↑ 0.18 (0.05 %)
Net Assets (Cr)	₹52,454 on 31 Aug 26
Category	Hybrid - Hybrid Equity
AMC	ICICI Prudential Asset Management Company Limited
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.6
Sharpe Ratio	-0.07
Information Ratio	1.44
Alpha Ratio	-0.27
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 Sep 21	₹10,000
30 Sep 22	₹10,704
30 Sep 23	₹13,162
30 Sep 24	₹18,128
30 Sep 25	₹18,495

ICICI Prudential Equity and Debt 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 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 31 Dec 21

Duration	Returns
1 Month	-3.5%
3 Month	-2.7%
6 Month	4.8%
1 Year	-1%
3 Year	11.6%
5 Year	12.9%
10 Year
15 Year
Since launch	14.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	13.3%
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%

Fund Manager information for ICICI Prudential Equity and Debt Fund

Name	Since	Tenure
Sankaran Naren	7 Dec 15	10.74 Yr.
Manish Banthia	19 Sep 13	12.96 Yr.
Mittul Kalawadia	29 Dec 20	5.68 Yr.
Akhil Kakkar	22 Jan 24	2.61 Yr.
Sharmila D'Silva	31 Jul 22	4.09 Yr.
Nitya Mishra	4 Nov 24	1.82 Yr.

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

Asset Allocation

Asset Class	Value
Cash	5.63%
Equity	76.82%
Debt	17.51%

Equity Sector Allocation

Sector	Value
Financial Services	23.88%
Consumer Cyclical	10.59%
Industrials	8.12%
Energy	6.76%
Consumer Defensive	6.3%
Health Care	5.53%
Utility	3.66%
Basic Materials	3.43%
Real Estate	2.76%
Communication Services	2.3%
Technology	2.16%

Debt Sector Allocation

Sector	Value
Corporate	11.84%
Government	8.58%
Cash Equivalent	2.76%

Credit Quality

Rating	Value
A	1.76%
AA	26.64%
AAA	68.59%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Apr 21 \| HDFCBANK	6%	₹3,177 Cr	44,807,166
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jul 12 \| ICICIBANK	5%	₹2,731 Cr	18,783,840
Reliance Industries Ltd (Energy) Equity, Since 30 Jun 22 \| RELIANCE	5%	₹2,387 Cr	18,689,980
Sun Pharmaceuticals Industries Ltd (Healthcare) Equity, Since 31 May 16 \| SUNPHARMA	4%	₹1,956 Cr	9,853,039
TVS Motor Co Ltd (Consumer Cyclical) Equity, Since 28 Feb 18 \| 532343	3%	₹1,728 Cr	3,981,427
NTPC Ltd (Utilities) Equity, Since 28 Feb 17 \| 532555	3%	₹1,701 Cr	51,962,814
Life Insurance Corporation of India (Financial Services) Equity, Since 31 Dec 25 \| LICI	3%	₹1,547 Cr	37,007,543 ↑ 28,529,939
Avenue Supermarts Ltd (Consumer Defensive) Equity, Since 31 Jan 23 \| 540376	3%	₹1,375 Cr	3,525,882 ↑ 373,319
Axis Bank Ltd (Financial Services) Equity, Since 31 Mar 21 \| 532215	3%	₹1,369 Cr	10,531,926
InterGlobe Aviation Ltd (Industrials) Equity, Since 28 Feb 23 \| INDIGO	2%	₹1,296 Cr	2,475,671

7. SBI Equity Hybrid Fund

(Erstwhile SBI Magnum Balanced Fund)

To provide investors long term capital appreciation along with the liquidity of open-ended scheme by investing in a mix of debt and equity. The scheme will invest in a diversified portfolio of equities of high growth companies and balance the risk through investing the rest in a relatively safe portfolio of debt.

Research Highlights for SBI Equity Hybrid Fund

Highest AUM (₹88,668 Cr).
Established history (21+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 8.48% (bottom quartile).
3Y return: 10.72% (bottom quartile).
1Y return: 2.14% (bottom quartile).
1M return: -3.88% (bottom quartile).
Alpha: 3.46 (lower mid).
Sharpe: 0.21 (bottom quartile).
Information ratio: 0.92 (upper mid).
Top sector: Financial Services.
Top bond sector: Corporate.
Equity-heavy allocation (~74%).
High-quality debt (AAA/AA ~93%).
Largest holding ICICI Bank Ltd (~4.4%).

Below is the key information for SBI Equity Hybrid Fund

SBI Equity Hybrid Fund Growth
Launch Date	19 Jan 05
NAV (30 Sep 26)	₹305.729 ↑ 1.27 (0.42 %)
Net Assets (Cr)	₹88,668 on 31 Aug 26
Category	Hybrid - Hybrid Equity
AMC	SBI Funds Management Private Limited
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.4
Sharpe Ratio	0.21
Information Ratio	0.92
Alpha Ratio	3.46
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
30 Sep 21	₹10,000
30 Sep 22	₹10,021
30 Sep 23	₹11,068
30 Sep 24	₹14,169
30 Sep 25	₹14,706

SBI Equity Hybrid Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357 Invest Now

Returns for SBI 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 31 Dec 21

Duration	Returns
1 Month	-3.9%
3 Month	-2.1%
6 Month	8.5%
1 Year	2.1%
3 Year	10.7%
5 Year	8.5%
10 Year
15 Year
Since launch	14.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	12.3%
2024	14.2%
2023	16.4%
2022	2.3%
2021	23.6%
2020	12.9%
2019	13.5%
2018	-0.1%
2017	27.7%
2016	3.7%

Fund Manager information for SBI Equity Hybrid Fund

Name	Since	Tenure
R. Srinivasan	1 Jan 12	14.68 Yr.
Rajeev Radhakrishnan	1 Dec 23	2.75 Yr.

Data below for SBI Equity Hybrid Fund as on 31 Aug 26

Asset Allocation

Asset Class	Value
Cash	6.64%
Equity	74.16%
Debt	19.2%

Equity Sector Allocation

Sector	Value
Financial Services	21.29%
Basic Materials	7.56%
Industrials	7.41%
Utility	7.41%
Consumer Cyclical	6.13%
Technology	5.57%
Energy	5.43%
Health Care	5.24%
Consumer Defensive	4.25%
Communication Services	2.25%
Real Estate	1.63%

Debt Sector Allocation

Sector	Value
Corporate	13.96%
Cash Equivalent	6.63%
Government	5.24%

Credit Quality

Rating	Value
A	6.54%
AA	46.83%
AAA	46.63%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 28 Feb 17 \| ICICIBANK	4%	₹3,926 Cr	27,000,000
Solar Industries India Ltd (Basic Materials) Equity, Since 31 Jul 16 \| SOLARINDS	4%	₹3,599 Cr	1,790,000
State Bank of India (Financial Services) Equity, Since 28 Feb 14 \| SBIN	4%	₹3,498 Cr	33,000,000
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 30 Apr 24 \| KOTAKBANK	3%	₹2,936 Cr	70,000,000
Adani Energy Solutions Ltd (Utilities) Equity, Since 31 Aug 25 \| ADANIENSOL	3%	₹2,693 Cr	19,000,000 ↓ -1,174,466
Adani Power Ltd (Utilities) Equity, Since 30 Sep 25 \| 533096	3%	₹2,574 Cr	130,000,000
Bajaj Finance Ltd (Financial Services) Equity, Since 30 Sep 16 \| 500034	3%	₹2,431 Cr	23,000,000
6.94% Govt Stock 2036 Sovereign Bonds \| -	3%	₹2,353 Cr	235,500,000 ↓ -166,500,000
MRF Ltd (Consumer Cyclical) Equity, Since 31 May 18 \| 500290	3%	₹2,274 Cr	170,000
Adani Enterprises Ltd (Energy) Equity, Since 30 Jun 26 \| 512599	2%	₹2,133 Cr	7,460,874

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