7 ਸਰਬੋਤਮ ਹਮਲਾਵਰ ਹਾਈਬ੍ਰਿਡ ਮਿਉਚੁਅਲ ਫੰਡ 2022

Updated on November 24, 2025 , 27350 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 (%)	2024 (%)
ICICI Prudential Equity and Debt Fund Growth	₹412.33 ↑ 3.76	₹48,071	4.5	6.6	12.5	19	24	17.2
JM Equity Hybrid Fund Growth	₹122.575 ↑ 1.69	₹816	3	4.3	-0.7	18.9	18.7	27
BOI AXA Mid and Small Cap Equity and Debt Fund Growth	₹38.25 ↑ 0.49	₹1,326	1.8	1.8	0.2	18.3	20.8	25.8
UTI Hybrid Equity Fund Growth	₹418.008 ↑ 3.64	₹6,596	4.8	3.9	5.7	16.3	18.4	19.7
Sundaram Equity Hybrid Fund Growth	₹135.137 ↑ 0.78	₹1,954	0.5	10.5	27.1	16	14.2
DSP Equity and Bond Fund Growth	₹364.299 ↑ 2.99	₹11,910	3.2	1.5	5.9	15.9	15	17.7
Bandhan Hybrid Equity Fund Growth	₹27.089 ↑ 0.30	₹1,365	4.6	7.9	10.2	15.6	16.7	21
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Nov 25

Research Highlights & Commentary of 7 Funds showcased

Commentary	ICICI Prudential Equity and Debt Fund	JM Equity Hybrid Fund	BOI AXA Mid and Small Cap Equity and Debt Fund	UTI Hybrid Equity Fund	Sundaram Equity Hybrid Fund	DSP Equity and Bond Fund	Bandhan Hybrid Equity Fund
Point 1	Highest AUM (₹48,071 Cr).	Bottom quartile AUM (₹816 Cr).	Bottom quartile AUM (₹1,326 Cr).	Upper mid AUM (₹6,596 Cr).	Lower mid AUM (₹1,954 Cr).	Upper mid AUM (₹11,910 Cr).	Lower mid AUM (₹1,365 Cr).
Point 2	Established history (26+ yrs).	Oldest track record among peers (30 yrs).	Established history (9+ yrs).	Established history (30+ yrs).	Established history (25+ yrs).	Established history (26+ yrs).	Established history (8+ yrs).
Point 3	Top rated.	Rating: 1★ (lower mid).	Not Rated.	Rating: 3★ (upper mid).	Rating: 2★ (lower mid).	Rating: 4★ (upper mid).	Not Rated.
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: 24.04% (top quartile).	5Y return: 18.67% (upper mid).	5Y return: 20.83% (upper mid).	5Y return: 18.44% (lower mid).	5Y return: 14.20% (bottom quartile).	5Y return: 14.97% (bottom quartile).	5Y return: 16.71% (lower mid).
Point 6	3Y return: 19.02% (top quartile).	3Y return: 18.87% (upper mid).	3Y return: 18.31% (upper mid).	3Y return: 16.31% (lower mid).	3Y return: 16.03% (lower mid).	3Y return: 15.86% (bottom quartile).	3Y return: 15.64% (bottom quartile).
Point 7	1Y return: 12.52% (upper mid).	1Y return: -0.67% (bottom quartile).	1Y return: 0.16% (bottom quartile).	1Y return: 5.75% (lower mid).	1Y return: 27.10% (top quartile).	1Y return: 5.85% (lower mid).	1Y return: 10.22% (upper mid).
Point 8	1M return: 1.03% (upper mid).	1M return: -0.01% (bottom quartile).	1M return: 0.66% (lower mid).	1M return: 2.14% (top quartile).	1M return: 1.80% (upper mid).	1M return: 0.22% (bottom quartile).	1M return: 0.73% (lower mid).
Point 9	Alpha: 2.46 (upper mid).	Alpha: -7.75 (bottom quartile).	Alpha: 0.00 (lower mid).	Alpha: -2.84 (bottom quartile).	Alpha: 5.81 (top quartile).	Alpha: -1.93 (lower mid).	Alpha: 3.43 (upper mid).
Point 10	Sharpe: 0.36 (upper mid).	Sharpe: -0.53 (bottom quartile).	Sharpe: -0.19 (lower mid).	Sharpe: -0.20 (bottom quartile).	Sharpe: 2.64 (top quartile).	Sharpe: -0.12 (lower mid).	Sharpe: 0.34 (upper mid).

ICICI Prudential Equity and Debt Fund

Highest AUM (₹48,071 Cr).
Established history (26+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 24.04% (top quartile).
3Y return: 19.02% (top quartile).
1Y return: 12.52% (upper mid).
1M return: 1.03% (upper mid).
Alpha: 2.46 (upper mid).
Sharpe: 0.36 (upper mid).

JM Equity Hybrid Fund

Bottom quartile AUM (₹816 Cr).
Oldest track record among peers (30 yrs).
Rating: 1★ (lower mid).
Risk profile: Moderately High.
5Y return: 18.67% (upper mid).
3Y return: 18.87% (upper mid).
1Y return: -0.67% (bottom quartile).
1M return: -0.01% (bottom quartile).
Alpha: -7.75 (bottom quartile).
Sharpe: -0.53 (bottom quartile).

BOI AXA Mid and Small Cap Equity and Debt Fund

Bottom quartile AUM (₹1,326 Cr).
Established history (9+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 20.83% (upper mid).
3Y return: 18.31% (upper mid).
1Y return: 0.16% (bottom quartile).
1M return: 0.66% (lower mid).
Alpha: 0.00 (lower mid).
Sharpe: -0.19 (lower mid).

UTI Hybrid Equity Fund

Upper mid AUM (₹6,596 Cr).
Established history (30+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 18.44% (lower mid).
3Y return: 16.31% (lower mid).
1Y return: 5.75% (lower mid).
1M return: 2.14% (top quartile).
Alpha: -2.84 (bottom quartile).
Sharpe: -0.20 (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% (bottom quartile).
3Y return: 16.03% (lower mid).
1Y return: 27.10% (top quartile).
1M return: 1.80% (upper mid).
Alpha: 5.81 (top quartile).
Sharpe: 2.64 (top quartile).

DSP Equity and Bond Fund

Upper mid AUM (₹11,910 Cr).
Established history (26+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 14.97% (bottom quartile).
3Y return: 15.86% (bottom quartile).
1Y return: 5.85% (lower mid).
1M return: 0.22% (bottom quartile).
Alpha: -1.93 (lower mid).
Sharpe: -0.12 (lower mid).

Bandhan Hybrid Equity Fund

Lower mid AUM (₹1,365 Cr).
Established history (8+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 16.71% (lower mid).
3Y return: 15.64% (bottom quartile).
1Y return: 10.22% (upper mid).
1M return: 0.73% (lower mid).
Alpha: 3.43 (upper mid).
Sharpe: 0.34 (upper mid).

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

1. 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

Highest AUM (₹48,071 Cr).
Established history (26+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 24.04% (top quartile).
3Y return: 19.02% (top quartile).
1Y return: 12.52% (upper mid).
1M return: 1.03% (upper mid).
Alpha: 2.46 (upper mid).
Sharpe: 0.36 (upper mid).
Information ratio: 1.89 (top quartile).

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 (26 Nov 25)	₹412.33 ↑ 3.76 (0.92 %)
Net Assets (Cr)	₹48,071 on 31 Oct 25
Category	Hybrid - Hybrid Equity
AMC	ICICI Prudential Asset Management Company Limited
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.6
Sharpe Ratio	0.36
Information Ratio	1.89
Alpha Ratio	2.46
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

ICICI Prudential Equity and Debt Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833 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 26 Nov 25

Duration	Returns
1 Month	1%
3 Month	4.5%
6 Month	6.6%
1 Year	12.5%
3 Year	19%
5 Year	24%
10 Year
15 Year
Since launch	15.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	17.2%
2023	28.2%
2022	11.7%
2021	41.7%
2020	9%
2019	9.3%
2018	-1.9%
2017	24.8%
2016	13.7%
2015	2.1%

Fund Manager information for ICICI Prudential Equity and Debt Fund

Name	Since	Tenure

Data below for ICICI Prudential Equity and Debt Fund as on 31 Oct 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. 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 (₹816 Cr).
Oldest track record among peers (30 yrs).
Rating: 1★ (lower mid).
Risk profile: Moderately High.
5Y return: 18.67% (upper mid).
3Y return: 18.87% (upper mid).
1Y return: -0.67% (bottom quartile).
1M return: -0.01% (bottom quartile).
Alpha: -7.75 (bottom quartile).
Sharpe: -0.53 (bottom quartile).
Information ratio: 0.93 (upper mid).

Below is the key information for JM Equity Hybrid Fund

JM Equity Hybrid Fund Growth
Launch Date	1 Apr 95
NAV (26 Nov 25)	₹122.575 ↑ 1.69 (1.40 %)
Net Assets (Cr)	₹816 on 31 Oct 25
Category	Hybrid - Hybrid Equity
AMC	JM Financial Asset Management Limited
Rating	☆
Risk	Moderately High
Expense Ratio	2.3
Sharpe Ratio	-0.53
Information Ratio	0.93
Alpha Ratio	-7.75
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

JM Equity Hybrid Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656 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 26 Nov 25

Duration	Returns
1 Month	0%
3 Month	3%
6 Month	4.3%
1 Year	-0.7%
3 Year	18.9%
5 Year	18.7%
10 Year
15 Year
Since launch	12.4%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	27%
2023	33.8%
2022	8.1%
2021	22.9%
2020	30.5%
2019	-8.1%
2018	1.7%
2017	18.5%
2016	3%
2015	-0.2%

Fund Manager information for JM Equity Hybrid Fund

Name	Since	Tenure

Data below for JM Equity Hybrid Fund as on 31 Oct 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. 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 (₹1,326 Cr).
Established history (9+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 20.83% (upper mid).
3Y return: 18.31% (upper mid).
1Y return: 0.16% (bottom quartile).
1M return: 0.66% (lower mid).
Alpha: 0.00 (lower mid).
Sharpe: -0.19 (lower mid).
Information ratio: 0.00 (bottom quartile).

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 (26 Nov 25)	₹38.25 ↑ 0.49 (1.30 %)
Net Assets (Cr)	₹1,326 on 31 Oct 25
Category	Hybrid - Hybrid Equity
AMC	BOI AXA Investment Mngrs Private Ltd
Rating	Not Rated
Risk	Moderately High
Expense Ratio	2.27
Sharpe Ratio	-0.19
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

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

Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644 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 26 Nov 25

Duration	Returns
1 Month	0.7%
3 Month	1.8%
6 Month	1.8%
1 Year	0.2%
3 Year	18.3%
5 Year	20.8%
10 Year
15 Year
Since launch	15.4%

Historical performance (Yearly) on absolute basis

Year	Returns
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
2015

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

Name	Since	Tenure

Data below for BOI AXA Mid and Small Cap Equity and Debt Fund as on 31 Oct 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. UTI Hybrid Equity Fund

(Erstwhile UTI Balanced Fund)

The scheme aims to invest in a portfolio of equity/equity related securities and fixed income securities (debt and money market securities) with a view to generating regular income together with capital appreciation.

Research Highlights for UTI Hybrid Equity Fund

Upper mid AUM (₹6,596 Cr).
Established history (30+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 18.44% (lower mid).
3Y return: 16.31% (lower mid).
1Y return: 5.75% (lower mid).
1M return: 2.14% (top quartile).
Alpha: -2.84 (bottom quartile).
Sharpe: -0.20 (bottom quartile).
Information ratio: 1.28 (upper mid).

Below is the key information for UTI Hybrid Equity Fund

UTI Hybrid Equity Fund Growth
Launch Date	2 Jan 95
NAV (26 Nov 25)	₹418.008 ↑ 3.64 (0.88 %)
Net Assets (Cr)	₹6,596 on 31 Oct 25
Category	Hybrid - Hybrid Equity
AMC	UTI Asset Management Company Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.88
Sharpe Ratio	-0.2
Information Ratio	1.28
Alpha Ratio	-2.84
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

UTI Hybrid Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656 Invest Now

Returns for UTI Hybrid Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 25

Duration	Returns
1 Month	2.1%
3 Month	4.8%
6 Month	3.9%
1 Year	5.7%
3 Year	16.3%
5 Year	18.4%
10 Year
15 Year
Since launch	15%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	19.7%
2023	25.5%
2022	5.6%
2021	30.5%
2020	13.2%
2019	2.5%
2018	-5.6%
2017	25.7%
2016	8.8%
2015	2.4%

Fund Manager information for UTI Hybrid Equity Fund

Name	Since	Tenure

Data below for UTI Hybrid Equity Fund as on 31 Oct 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

5. Sundaram Equity Hybrid Fund

(Erstwhile Sundaram Balanced Fund)

The scheme seeks to generate capital appreciation and current income through a judicious mix of investments in equities and fixed income securities.

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% (bottom quartile).
3Y return: 16.03% (lower mid).
1Y return: 27.10% (top quartile).
1M return: 1.80% (upper mid).
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

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 26 Nov 25

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

6. DSP Equity and Bond Fund

Seeks to generate long term capital appreciation and current income from a portfolio constituted of equity and equity related securities as well as fixed income securities.

Research Highlights for DSP Equity and Bond Fund

Upper mid AUM (₹11,910 Cr).
Established history (26+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 14.97% (bottom quartile).
3Y return: 15.86% (bottom quartile).
1Y return: 5.85% (lower mid).
1M return: 0.22% (bottom quartile).
Alpha: -1.93 (lower mid).
Sharpe: -0.12 (lower mid).
Information ratio: 0.79 (lower mid).

Below is the key information for DSP Equity and Bond Fund

DSP Equity and Bond Fund Growth
Launch Date	27 May 99
NAV (26 Nov 25)	₹364.299 ↑ 2.99 (0.83 %)
Net Assets (Cr)	₹11,910 on 31 Oct 25
Category	Hybrid - Hybrid Equity
AMC	DSP BlackRock Invmt Managers Pvt. Ltd.
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.76
Sharpe Ratio	-0.12
Information Ratio	0.79
Alpha Ratio	-1.93
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

DSP Equity and Bond 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 DSP Equity and Bond Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 25

Duration	Returns
1 Month	0.2%
3 Month	3.2%
6 Month	1.5%
1 Year	5.9%
3 Year	15.9%
5 Year	15%
10 Year
15 Year
Since launch	14.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	17.7%
2023	25.3%
2022	-2.7%
2021	24.2%
2020	17%
2019	14.2%
2018	-5.1%
2017	27.6%
2016	8.3%
2015	4.8%

Fund Manager information for DSP Equity and Bond Fund

Name	Since	Tenure

Data below for DSP Equity and Bond Fund as on 31 Oct 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

7. 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

Lower mid AUM (₹1,365 Cr).
Established history (8+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 16.71% (lower mid).
3Y return: 15.64% (bottom quartile).
1Y return: 10.22% (upper mid).
1M return: 0.73% (lower mid).
Alpha: 3.43 (upper mid).
Sharpe: 0.34 (upper mid).
Information ratio: 0.52 (lower mid).

Below is the key information for Bandhan Hybrid Equity Fund

Bandhan Hybrid Equity Fund Growth
Launch Date	30 Dec 16
NAV (26 Nov 25)	₹27.089 ↑ 0.30 (1.13 %)
Net Assets (Cr)	₹1,365 on 31 Oct 25
Category	Hybrid - Hybrid Equity
AMC	IDFC Asset Management Company Limited
Rating	Not Rated
Risk	Moderately High
Expense Ratio	2.35
Sharpe Ratio	0.34
Information Ratio	0.52
Alpha Ratio	3.43
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

Bandhan Hybrid Equity 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 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 26 Nov 25

Duration	Returns
1 Month	0.7%
3 Month	4.6%
6 Month	7.9%
1 Year	10.2%
3 Year	15.6%
5 Year	16.7%
10 Year
15 Year
Since launch	11.8%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	21%
2023	20.4%
2022	-1.1%
2021	30.8%
2020	13.9%
2019	4.7%
2018	-3.8%
2017	16.2%
2016
2015

Fund Manager information for Bandhan Hybrid Equity Fund

Name	Since	Tenure

Data below for Bandhan Hybrid Equity Fund as on 31 Oct 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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