+91-22-489139092022 ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ 8 ਸਭ ਤੋਂ ਵਧੀਆ ਗਤੀਸ਼ੀਲ ਸੰਪੱਤੀ ਵੰਡ ਫੰਡ
ਨਿਵੇਸ਼ਕ ਜੋ ਉਲਝਣ ਵਿੱਚ ਹਨ ਕਿ ਕੀ ਕਰਜ਼ੇ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨਾ ਹੈ ਜਾਂ ਇਕੁਇਟੀ, ਇੱਥੇ ਇੱਕ ਆਸਾਨ ਤਰੀਕਾ ਹੈ- ਡਾਇਨਾਮਿਕ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰੋਸੰਪੱਤੀ ਵੰਡ (DAA) ਫੰਡ। ਇਹ ਫੰਡ ਗਤੀਸ਼ੀਲ ਤੌਰ 'ਤੇ ਇਕੁਇਟੀ ਅਤੇ ਕਰਜ਼ੇ ਦੇ ਸਾਧਨਾਂ ਵਿੱਚ ਆਪਣੇ ਨਿਵੇਸ਼ਾਂ ਦਾ ਪ੍ਰਬੰਧਨ ਕਰਦੇ ਹਨ। ਇਹ ਫੰਡ ਦੀ ਹਾਈਬ੍ਰਿਡ ਸ਼੍ਰੇਣੀ ਦੇ ਅਧੀਨ ਆਉਂਦਾ ਹੈਮਿਉਚੁਅਲ ਫੰਡ. ਨਿਵੇਸ਼ਕ ਜੋ ਆਪਣੀ ਜੋਖਮ-ਭੁੱਖ ਬਾਰੇ ਉਲਝਣ ਵਿੱਚ ਹਨ ਜਾਂ ਪੋਰਟਫੋਲੀਓ ਅਲਾਟਮੈਂਟ ਬਾਰੇ ਬਹੁਤਾ ਕੁਝ ਨਹੀਂ ਰੱਖਦੇ ਹਨ, ਉਹ ਗਤੀਸ਼ੀਲ ਸੰਪੱਤੀ ਵੰਡ ਫੰਡਾਂ ਦੀ ਖੋਜ ਕਰ ਸਕਦੇ ਹਨ।
ਡਾਇਨਾਮਿਕ ਐਸੇਟ ਅਲੋਕੇਸ਼ਨ ਫੰਡ ਕੀ ਹਨ?
ਗਤੀਸ਼ੀਲ ਸੰਪੱਤੀ ਵੰਡ ਫੰਡ ਪੂਰਵ-ਪ੍ਰਭਾਸ਼ਿਤ ਦੇ ਆਧਾਰ 'ਤੇ ਕਰਜ਼ੇ ਅਤੇ ਇਕੁਇਟੀ ਯੰਤਰਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਦੇ ਹਨਬਜ਼ਾਰ ਸੂਚਕ, ਜਿਵੇਂ ਕਿ PE ਅਨੁਪਾਤ। PE ਅਨੁਪਾਤ ਕੀਮਤ ਹੈਕਮਾਈਆਂ, ਜੋ ਨਿਵੇਸ਼ਕਾਂ ਦੁਆਰਾ ਵਰਤਿਆ ਜਾਂਦਾ ਸਭ ਤੋਂ ਪ੍ਰਾਇਮਰੀ ਮੁੱਲ ਨਿਰਧਾਰਨ ਸਾਧਨ ਹੈ। ਗਤੀਸ਼ੀਲ ਸੰਪੱਤੀ ਵੰਡ ਵਿੱਚ, ਜੇਕਰ S&P BSE 100 ਵਰਗੇ ਇੱਕ ਵਿਸ਼ਾਲ ਸੂਚਕਾਂਕ ਦਾ PE ਅਨੁਪਾਤ ਇੱਕ ਖਾਸ ਪੱਧਰ ਤੋਂ ਉੱਪਰ ਜਾਂਦਾ ਹੈ, ਤਾਂ ਇਹ ਸਕੀਮ ਆਪਣੇ ਇਕੁਇਟੀ ਪੋਰਟਫੋਲੀਓ ਦਾ ਇੱਕ ਹਿੱਸਾ ਵੇਚ ਦੇਵੇਗੀ ਅਤੇ ਕਰਜ਼ੇ ਪ੍ਰਤੀਭੂਤੀਆਂ ਵਿੱਚ ਆਪਣੇ ਨਿਵੇਸ਼ ਦੇ ਹਿੱਸੇ ਨੂੰ ਵਧਾ ਦੇਵੇਗੀ।
ਇਸੇ ਤਰ੍ਹਾਂ, ਜਦੋਂ ਇਕੁਇਟੀ ਬਜ਼ਾਰ ਵਿੱਚ ਸੁਧਾਰ ਹੁੰਦਾ ਹੈ ਅਤੇ PE ਅਨੁਪਾਤ ਪਹਿਲਾਂ ਤੋਂ ਪਰਿਭਾਸ਼ਿਤ ਪੱਧਰ 'ਤੇ ਆਉਂਦਾ ਹੈ, ਤਾਂ ਗਤੀਸ਼ੀਲ ਸੰਪੱਤੀ ਵੰਡ ਦੁਬਾਰਾ ਇਕੁਇਟੀ ਯੰਤਰਾਂ ਦੇ ਐਕਸਪੋਜਰ ਨੂੰ ਵਧਾਏਗੀ ਅਤੇ ਕਰਜ਼ੇ ਦੇ ਨਿਵੇਸ਼ਾਂ ਦੇ ਹਿੱਸੇ ਨੂੰ ਘਟਾ ਦੇਵੇਗੀ। ਇਸ ਰਣਨੀਤੀ ਦੇ ਕਾਰਨ, ਇਹਨਾਂ ਫੰਡਾਂ ਨੂੰ ਅਸਥਿਰ ਸਮੇਂ ਲਈ ਇੱਕ ਸ਼ਾਨਦਾਰ ਨਿਵੇਸ਼ ਮੰਨਿਆ ਜਾਂਦਾ ਹੈ.
ਇਹਨਾਂ ਫੰਡਾਂ ਦੇ ਮੁੱਖ ਫਾਇਦਿਆਂ ਵਿੱਚੋਂ ਇੱਕ ਇਹ ਹੈ ਕਿ ਉਹ ਜੋਖਮ ਦਾ ਪ੍ਰਬੰਧਨ ਬਹੁਤ ਚੰਗੀ ਤਰ੍ਹਾਂ ਕਰਦੇ ਹਨ। ਜੋਖਮ ਨੂੰ ਘਟਾਉਣ ਲਈ, ਉਹ ਵੱਖ-ਵੱਖ ਸੰਪਤੀਆਂ ਜਿਵੇਂ ਕਿ ਇਕੁਇਟੀ ਅਤੇ ਕਰਜ਼ੇ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਦੇ ਹਨ। ਕਿਹੜੀ ਚੀਜ਼ ਗਤੀਸ਼ੀਲ ਸੰਪੱਤੀ ਵੰਡ ਫੰਡਾਂ ਨੂੰ ਸ਼ੁੱਧ ਕਰਜ਼ੇ ਜਾਂ ਇਕੁਇਟੀ ਯੋਜਨਾਵਾਂ ਤੋਂ ਵਿਲੱਖਣ ਬਣਾਉਂਦੀ ਹੈ ਉਹ ਇਹ ਹੈ ਕਿ ਉਹਨਾਂ ਨੂੰ ਕਿਸੇ ਵਿਸ਼ੇਸ਼ ਸੰਪੱਤੀ ਸ਼੍ਰੇਣੀ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ ਲਾਜ਼ਮੀ ਨਹੀਂ ਕੀਤਾ ਜਾਂਦਾ ਹੈ, ਉਹ ਮਾਰਕੀਟ ਦ੍ਰਿਸ਼ ਦੇ ਅਨੁਸਾਰ ਆਪਣੇ ਪੋਰਟਫੋਲੀਓ ਨੂੰ ਸਰਗਰਮੀ ਨਾਲ ਮੁੜ ਸੰਤੁਲਿਤ ਕਰ ਸਕਦੇ ਹਨ।
ਵਿੱਤੀ ਸਾਲ 22 - 23 ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ ਚੋਟੀ ਦੇ 8 ਵਧੀਆ ਪ੍ਰਦਰਸ਼ਨ ਕਰਨ ਵਾਲੇ ਗਤੀਸ਼ੀਲ ਸੰਪਤੀ ਵੰਡ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Aditya Birla Sun Life Balanced Advantage Fund Growth ₹110.33
↓ -0.51 ₹10,125 -0.2 6.4 4.4 9.9 8.5 10.1 ICICI Prudential Balanced Advantage Fund Growth ₹76.32
↓ -0.29 ₹75,399 -1.1 4.8 2.1 9.8 9.5 12.2 Axis Dynamic Equity Fund Growth ₹20.86
↓ -0.07 ₹3,859 -2 2.9 0.3 9.7 7.8 7 Edelweiss Balanced Advantage Fund Growth ₹51.73
↓ -0.20 ₹13,445 -0.6 4.7 2.2 8.8 7.6 7 Nippon India Balanced Advantage Fund Growth ₹178.05
↓ -0.74 ₹9,918 -1.9 4.3 0.6 8.6 7.9 7.3 DSP Dynamic Asset Allocation Fund Growth ₹27.991
↓ -0.06 ₹3,780 -2.2 2.7 1.4 8.5 7.1 8.7 Bandhan Dynamic Equity Fund Growth ₹24.771
↓ -0.06 ₹2,260 -0.6 6.5 2.8 8 6.5 5.1 SBI Dynamic Asset Allocation Fund Growth ₹15.9463
↑ 0.03 ₹655 3.9 6.2 25.1 6.9 8.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Sep 26 Research Highlights & Commentary of 8 Funds showcased
Commentary Aditya Birla Sun Life Balanced Advantage Fund ICICI Prudential Balanced Advantage Fund Axis Dynamic Equity Fund Edelweiss Balanced Advantage Fund Nippon India Balanced Advantage Fund DSP Dynamic Asset Allocation Fund Bandhan Dynamic Equity Fund SBI Dynamic Asset Allocation Fund Point 1 Upper mid AUM (₹10,125 Cr). Highest AUM (₹75,399 Cr). Lower mid AUM (₹3,859 Cr). Top quartile AUM (₹13,445 Cr). Upper mid AUM (₹9,918 Cr). Lower mid AUM (₹3,780 Cr). Bottom quartile AUM (₹2,260 Cr). Bottom quartile AUM (₹655 Cr). Point 2 Oldest track record among peers (26 yrs). Established history (19+ yrs). Established history (9+ yrs). Established history (17+ yrs). Established history (21+ yrs). Established history (12+ yrs). Established history (11+ yrs). Established history (11+ yrs). Point 3 Top rated. Rating: 3★ (top quartile). Not Rated. Rating: 2★ (upper mid). Rating: 3★ (upper mid). Rating: 1★ (lower mid). Not Rated. 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: Moderate. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 8.51% (top quartile). 5Y return: 9.46% (top quartile). 5Y return: 7.80% (lower mid). 5Y return: 7.59% (lower mid). 5Y return: 7.91% (upper mid). 5Y return: 7.07% (bottom quartile). 5Y return: 6.49% (bottom quartile). 5Y return: 8.31% (upper mid). Point 6 3Y return: 9.88% (top quartile). 3Y return: 9.75% (top quartile). 3Y return: 9.66% (upper mid). 3Y return: 8.75% (upper mid). 3Y return: 8.61% (lower mid). 3Y return: 8.53% (lower mid). 3Y return: 7.99% (bottom quartile). 3Y return: 6.92% (bottom quartile). Point 7 1Y return: 4.42% (top quartile). 1Y return: 2.06% (lower mid). 1Y return: 0.29% (bottom quartile). 1Y return: 2.15% (upper mid). 1Y return: 0.61% (bottom quartile). 1Y return: 1.39% (lower mid). 1Y return: 2.75% (upper mid). 1Y return: 25.12% (top quartile). Point 8 1M return: -3.76% (lower mid). 1M return: -4.41% (bottom quartile). 1M return: -3.56% (upper mid). 1M return: -4.04% (bottom quartile). 1M return: -3.80% (lower mid). 1M return: -3.40% (upper mid). 1M return: -2.72% (top quartile). 1M return: 1.04% (top quartile). Point 9 Alpha: 0.00 (top quartile). Alpha: 0.00 (top quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 0.00 (bottom quartile). Point 10 Sharpe: 0.35 (top quartile). Sharpe: 0.27 (upper mid). Sharpe: -0.14 (bottom quartile). Sharpe: 0.28 (upper mid). Sharpe: 0.09 (lower mid). Sharpe: -0.11 (bottom quartile). Sharpe: 0.11 (lower mid). Sharpe: 2.59 (top quartile). Aditya Birla Sun Life Balanced Advantage Fund
ICICI Prudential Balanced Advantage Fund
Axis Dynamic Equity Fund
Edelweiss Balanced Advantage Fund
Nippon India Balanced Advantage Fund
DSP Dynamic Asset Allocation Fund
Bandhan Dynamic Equity Fund
SBI Dynamic Asset Allocation Fund
ਸੰਪਤੀ > = 200 ਕਰੋੜ & ਕ੍ਰਮਬੱਧ3 ਸਾਲਸੀ.ਏ.ਜੀ.ਆਰ ਵਾਪਸੀ.
The primary objective of the Scheme is to generate long term growth of capital and income distribution with relatively lower volatility by investing in a dynamically balanced portfolio of Equity & Equity linked investments and fixed-income securities. Research Highlights for Aditya Birla Sun Life Balanced Advantage Fund Below is the key information for Aditya Birla Sun Life Balanced Advantage Fund Returns up to 1 year are on The fund objective is to seek low volatility returns by using arbitrage and other derivative strategies in equity markets and investments in short-term debt portfolio.The fund invests in equity with usage of derivatives. Research Highlights for ICICI Prudential Balanced Advantage Fund Below is the key information for ICICI Prudential Balanced Advantage Fund Returns up to 1 year are on To generate capital appreciation by investing in a portfolio of equity or equity linked securities while secondary objective is to generate income through investments in debt and money market instruments. It also aims to manage risk through active asset allocation. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns. Research Highlights for Axis Dynamic Equity Fund Below is the key information for Axis Dynamic Equity Fund Returns up to 1 year are on (Erstwhile Edelweiss Dynamic Equity Advantage Fund) The primary objective of the scheme will be to generate absolute returns with low volatility over a longer tenure of time. The scheme will invest in arbitrage opportunities, equity derivative strategies, pure equity investments and the balance in debt and money market instruments. The Scheme proposes to allocate assets to both equity and debt markets based upon the market view. However there is no assurance that the investment objective of the scheme will be realized. Research Highlights for Edelweiss Balanced Advantage Fund Below is the key information for Edelweiss Balanced Advantage Fund Returns up to 1 year are on (Erstwhile Reliance NRI Equity Fund) The investment objective of the Scheme is to generate optimal returns by investing in equity or equity related instruments primarily drawn from the Companies in the S&P BSE 200 Index. The Scheme may also invest in listed
companies that are in the top 200 by market capitalization on the BSE. The Scheme may also invest in large IPO’s where the market capitalization of the Company making the IPO based on the Issue price would make such company to be a part of the top 200 companies listed on the BSE based on market capitalization. The fund will have the flexibility to invest in a broad range of companies with an objective to maximize the returns, at the same time trying to minimize the risk by reasonable diversification. The selection of the companies will be done so as to capture the growth in the Indian economy. The fund will be focusing on companies with relatively higher market capitalization and having good liquidity in the stock market. Research Highlights for Nippon India Balanced Advantage Fund Below is the key information for Nippon India Balanced Advantage Fund Returns up to 1 year are on The investment objective of the Scheme is to seek capital appreciation by managing the asset allocation between specified equity mutual fund schemes and debt mutual fund schemes of DSP BlackRock Mutual Fund. The Scheme will dynamically manage the asset allocation between the specified equity mutual funds schemes and debt mutual funds schemes of DSP BlackRock Mutual Fund based on the relative valuation of equity and debt markets. The Scheme may also invest a certain portion of its corpus in money market securities and/ or money market/liquid schemes of DSP BlackRock Mutual Fund, in order to meet liquidity requirements from time to time. Research Highlights for DSP Dynamic Asset Allocation Fund Below is the key information for DSP Dynamic Asset Allocation Fund Returns up to 1 year are on The primary objective of the scheme is to seek to generate long term capital appreciation with relatively lower volatility through systematic allocation of funds into equity and equity related instruments; and for defensive purposes in equity derivatives. The secondary objective of the scheme will be to generate income and capital appreciation through investment in Debt & Money Market instruments.There is no assurance or guarantee that the objectives of the scheme will be realised. Research Highlights for Bandhan Dynamic Equity Fund Below is the key information for Bandhan Dynamic Equity Fund Returns up to 1 year are on The objective of the fund will be to provide investors with an opportunity to invest in a portfolio of a mix of equity and equity related securities and fixed income instruments. The allocation between fixed income and equity instruments will be managed dynamically so as to provide investors with long term capital appreciation However, there can be no assurance that the investment objective of the Scheme will be achieved. Research Highlights for SBI Dynamic Asset Allocation Fund Below is the key information for SBI Dynamic Asset Allocation Fund Returns up to 1 year are on 1. Aditya Birla Sun Life Balanced Advantage Fund
Aditya Birla Sun Life Balanced Advantage Fund
Growth Launch Date 25 Apr 00 NAV (29 Sep 26) ₹110.33 ↓ -0.51 (-0.46 %) Net Assets (Cr) ₹10,125 on 31 Aug 26 Category Hybrid - Dynamic Allocation AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.77 Sharpe Ratio 0.35 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 Min SIP Investment 100 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 21 ₹10,000 30 Sep 22 ₹10,041 30 Sep 23 ₹11,350 30 Sep 24 ₹14,227 30 Sep 25 ₹14,421 Returns for Aditya Birla Sun Life Balanced Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Sep 26 Duration Returns 1 Month -3.8% 3 Month -0.2% 6 Month 6.4% 1 Year 4.4% 3 Year 9.9% 5 Year 8.5% 10 Year 15 Year Since launch Historical performance (Yearly) on absolute basis
Year Returns 2024 10.1% 2023 13% 2022 16.5% 2021 4.2% 2020 13.4% 2019 15.4% 2018 8.1% 2017 0.7% 2016 15.2% 2015 16.3% Fund Manager information for Aditya Birla Sun Life Balanced Advantage Fund
Name Since Tenure Harish Krishnan 31 Oct 24 1.84 Yr. Lovelish Solanki 9 Oct 19 6.9 Yr. Mohit Sharma 1 Apr 17 9.42 Yr. Rohit Karan 2 Apr 26 0.42 Yr. Data below for Aditya Birla Sun Life Balanced Advantage Fund as on 31 Aug 26
Asset Allocation
Asset Class Value Equity 86.82% Debt 15.58% Equity Sector Allocation
Sector Value Financial Services 24.91% Consumer Cyclical 9.94% Industrials 9.25% Basic Materials 8.1% Technology 7.03% Consumer Defensive 6.34% Health Care 5.87% Energy 5.3% Real Estate 4.01% Utility 3.81% Communication Services 2% Debt Sector Allocation
Sector Value Corporate 12.92% Government 2.66% Credit Quality
Rating Value AA 37.09% AAA 62.91% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK4% ₹413 Cr 2,839,476 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 18 | KOTAKBANK3% ₹293 Cr 6,982,513 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 17 | HDFCBANK3% ₹263 Cr 3,708,552 IndiGrid Infrastructure Trust Units Series - IV (Utilities)
Equity, Since 31 Dec 23 | INDIGRID2% ₹223 Cr 12,713,026 Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 18 | RELIANCE2% ₹212 Cr 1,660,633 State Bank of India (Financial Services)
Equity, Since 31 Oct 20 | SBIN2% ₹211 Cr 1,988,137 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 18 | 5322152% ₹176 Cr 1,350,000 Future on Axis Bank Ltd
Derivatives, Since 31 Aug 26 | -2% ₹172 Cr Tech Mahindra Ltd (Technology)
Equity, Since 31 May 17 | 5327552% ₹170 Cr 1,043,641 Infosys Ltd (Technology)
Equity, Since 31 Dec 07 | INFY2% ₹167 Cr 1,470,922 2. ICICI Prudential Balanced Advantage Fund
ICICI Prudential Balanced Advantage Fund
Growth Launch Date 30 Dec 06 NAV (29 Sep 26) ₹76.32 ↓ -0.29 (-0.38 %) Net Assets (Cr) ₹75,399 on 31 Aug 26 Category Hybrid - Dynamic Allocation AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.47 Sharpe Ratio 0.27 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-18 Months (1%),18 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 21 ₹10,000 30 Sep 22 ₹10,600 30 Sep 23 ₹11,898 30 Sep 24 ₹14,722 30 Sep 25 ₹15,402 Returns for ICICI Prudential Balanced Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Sep 26 Duration Returns 1 Month -4.4% 3 Month -1.1% 6 Month 4.8% 1 Year 2.1% 3 Year 9.8% 5 Year 9.5% 10 Year 15 Year Since launch 10.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 12.2% 2023 12.3% 2022 16.5% 2021 7.9% 2020 15.1% 2019 11.7% 2018 10.8% 2017 2.4% 2016 19% 2015 7.3% Fund Manager information for ICICI Prudential Balanced Advantage Fund
Name Since Tenure Rajat Chandak 7 Sep 15 10.99 Yr. Manish Banthia 18 Nov 09 16.8 Yr. Akhil Kakkar 22 Jan 24 2.61 Yr. Sri Sharma 30 Apr 21 5.34 Yr. Sharmila D'Silva 31 Jul 22 4.09 Yr. Data below for ICICI Prudential Balanced Advantage Fund as on 31 Aug 26
Asset Allocation
Asset Class Value Cash 15.97% Equity 67.81% Debt 16.23% Equity Sector Allocation
Sector Value Financial Services 21.82% Consumer Cyclical 17.76% Industrials 8.46% Technology 5.81% Real Estate 4.38% Basic Materials 4.2% Energy 3.11% Consumer Defensive 3.04% Health Care 2.98% Communication Services 1.85% Utility 0.91% Debt Sector Allocation
Sector Value Cash Equivalent 14.63% Corporate 9.23% Government 8.34% Credit Quality
Rating Value A 1.83% AA 25.82% AAA 70.53% Top Securities Holdings / Portfolio
Name Holding Value Quantity TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 16 | 5323436% ₹4,650 Cr 10,710,118
↑ 187,003 Nifty 50 Index $$
- | -4% -₹3,364 Cr 1,386,580
↑ 221,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 12 | ICICIBANK4% ₹3,069 Cr 21,104,705
↑ 1,680,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | HDFCBANK3% ₹2,453 Cr 34,591,493 Embassy Office Parks REIT (Real Estate)
-, Since 30 Apr 25 | EMBASSY3% ₹2,114 Cr 48,202,903 Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 08 | RELIANCE3% ₹1,961 Cr 15,358,623
↓ -107,500 Infosys Ltd (Technology)
Equity, Since 31 Dec 08 | INFY2% ₹1,859 Cr 16,393,365
↓ -400,000 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Mar 23 | ETERNAL2% ₹1,610 Cr 49,072,811
↓ -2,091,668 State Bank of India (Financial Services)
Equity, Since 31 Jan 14 | SBIN2% ₹1,509 Cr 14,232,363 Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT2% ₹1,495 Cr 3,696,223
↓ -380,100 3. Axis Dynamic Equity Fund
Axis Dynamic Equity Fund
Growth Launch Date 1 Aug 17 NAV (29 Sep 26) ₹20.86 ↓ -0.07 (-0.33 %) Net Assets (Cr) ₹3,859 on 31 Jul 26 Category Hybrid - Dynamic Allocation AMC Axis Asset Management Company Limited Rating Risk Moderately High Expense Ratio 1.93 Sharpe Ratio -0.14 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 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 ₹9,874 30 Sep 23 ₹11,055 30 Sep 24 ₹14,563 30 Sep 25 ₹14,528 Returns for Axis Dynamic Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Sep 26 Duration Returns 1 Month -3.6% 3 Month -2% 6 Month 2.9% 1 Year 0.3% 3 Year 9.7% 5 Year 7.8% 10 Year 15 Year Since launch 8.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 7% 2023 17.5% 2022 20% 2021 -0.4% 2020 15.7% 2019 10.1% 2018 5.9% 2017 2.7% 2016 2015 Fund Manager information for Axis Dynamic Equity Fund
Name Since Tenure Devang Shah 5 Apr 24 2.41 Yr. Hardik Shah 31 Jan 22 4.59 Yr. Jayesh Sundar 28 Sep 23 2.93 Yr. Data below for Axis Dynamic Equity Fund as on 31 Jul 26
Asset Allocation
Asset Class Value Cash 17.91% Equity 63.07% Debt 19.02% Equity Sector Allocation
Sector Value Financial Services 22.97% Consumer Cyclical 8.95% Industrials 5.69% Technology 5.51% Health Care 5.21% Energy 4.67% Consumer Defensive 3.8% Communication Services 3.03% Real Estate 1.95% Basic Materials 1.74% Utility 1.7% Debt Sector Allocation
Sector Value Cash Equivalent 15.49% Corporate 14.45% Government 6.99% Credit Quality
Rating Value AA 38.26% AAA 61.74% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK6% ₹233 Cr 1,605,062 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 17 | HDFCBANK5% ₹206 Cr 2,909,296 Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 17 | RELIANCE5% ₹174 Cr 1,363,657 State Bank of India (Financial Services)
Equity, Since 31 May 21 | SBIN4% ₹135 Cr 1,276,824 Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY2% ₹92 Cr 808,320
↓ -33,256 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 22 | BHARTIARTL2% ₹90 Cr 494,498
↑ 22,714 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 21 | LT2% ₹89 Cr 220,020
↓ -3,150 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 17 | KOTAKBANK2% ₹88 Cr 2,094,719
↓ -46,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Jul 20 | M&M2% ₹88 Cr 267,129
↓ -60,400 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Aug 21 | SUNPHARMA2% ₹73 Cr 366,343 4. Edelweiss Balanced Advantage Fund
Edelweiss Balanced Advantage Fund
Growth Launch Date 20 Aug 09 NAV (29 Sep 26) ₹51.73 ↓ -0.20 (-0.39 %) Net Assets (Cr) ₹13,445 on 31 Aug 26 Category Hybrid - Dynamic Allocation AMC Edelweiss Asset Management Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.69 Sharpe Ratio 0.28 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 21 ₹10,000 30 Sep 22 ₹9,989 30 Sep 23 ₹11,238 30 Sep 24 ₹14,431 30 Sep 25 ₹14,141 Returns for Edelweiss Balanced Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Sep 26 Duration Returns 1 Month -4% 3 Month -0.6% 6 Month 4.7% 1 Year 2.2% 3 Year 8.8% 5 Year 7.6% 10 Year 15 Year Since launch 10.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 7% 2023 13.1% 2022 18.8% 2021 2.1% 2020 18.8% 2019 22.6% 2018 7.8% 2017 1.9% 2016 23.9% 2015 -1.5% Fund Manager information for Edelweiss Balanced Advantage Fund
Name Since Tenure Kedar Karnik 15 Jan 26 0.63 Yr. Bhavesh Jain 7 Aug 13 13.08 Yr. Bharat Lahoti 18 Sep 17 8.96 Yr. Rahul Dedhia 23 Nov 21 4.78 Yr. Data below for Edelweiss Balanced Advantage Fund as on 31 Aug 26
Asset Allocation
Asset Class Value Cash 8.94% Equity 83.91% Debt 7.12% Equity Sector Allocation
Sector Value Financial Services 22.21% Consumer Cyclical 15.45% Industrials 9.18% Technology 8.86% Basic Materials 6.95% Health Care 5.21% Consumer Defensive 4.84% Energy 4.44% Communication Services 3.7% Utility 1.09% Real Estate 0.48% Debt Sector Allocation
Sector Value Cash Equivalent 8.02% Corporate 6.12% Government 1.94% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 14 | ICICIBANK5% ₹662 Cr 4,550,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 21 | RELIANCE4% ₹485 Cr 3,800,180 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 20 | LT3% ₹420 Cr 1,037,645 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | HDFCBANK3% ₹393 Cr 5,544,682 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Jun 21 | 5323433% ₹378 Cr 869,904 Infosys Ltd (Technology)
Equity, Since 30 Jun 20 | INFY3% ₹353 Cr 3,114,480
↑ 264,400 State Bank of India (Financial Services)
Equity, Since 31 Jan 17 | SBIN2% ₹331 Cr 3,124,824 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 19 | BHARTIARTL2% ₹228 Cr 1,260,390 Titan Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 25 | TITAN2% ₹213 Cr 416,624
↑ 61,381 Tech Mahindra Ltd (Technology)
Equity, Since 30 Jun 24 | 5327551% ₹196 Cr 1,205,711
↑ 47,400 5. Nippon India Balanced Advantage Fund
Nippon India Balanced Advantage Fund
Growth Launch Date 15 Nov 04 NAV (29 Sep 26) ₹178.05 ↓ -0.74 (-0.41 %) Net Assets (Cr) ₹9,918 on 31 Aug 26 Category Hybrid - Dynamic Allocation AMC Nippon Life Asset Management Ltd. Rating ☆☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio 0.09 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 Sep 21 ₹10,000 30 Sep 22 ₹10,245 30 Sep 23 ₹11,423 30 Sep 24 ₹14,382 30 Sep 25 ₹14,531 Returns for Nippon India Balanced Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Sep 26 Duration Returns 1 Month -3.8% 3 Month -1.9% 6 Month 4.3% 1 Year 0.6% 3 Year 8.6% 5 Year 7.9% 10 Year 15 Year Since launch 14.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.3% 2023 13% 2022 17.5% 2021 5.1% 2020 15.7% 2019 11.2% 2018 8.3% 2017 0.4% 2016 25.2% 2015 6.4% Fund Manager information for Nippon India Balanced Advantage Fund
Name Since Tenure Sushil Budhia 31 Mar 21 5.42 Yr. Bhavik Dave 1 Jan 26 0.67 Yr. Amber Singhania 11 Mar 26 0.48 Yr. Data below for Nippon India Balanced Advantage Fund as on 31 Aug 26
Asset Allocation
Asset Class Value Cash 13.57% Equity 69.08% Debt 17.34% Equity Sector Allocation
Sector Value Financial Services 22.73% Consumer Cyclical 9.38% Industrials 8.42% Technology 6.01% Consumer Defensive 5.57% Real Estate 4.68% Health Care 3.79% Utility 3% Energy 2.14% Communication Services 1.88% Basic Materials 1.47% Debt Sector Allocation
Sector Value Cash Equivalent 13.57% Corporate 12.65% Government 4.7% Credit Quality
Rating Value AA 34.53% AAA 65.47% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK6% ₹595 Cr 4,090,000
↓ -140,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 11 | HDFCBANK6% ₹564 Cr 7,960,648 State Bank of India (Financial Services)
Equity, Since 31 Mar 09 | SBIN3% ₹266 Cr 2,506,879 Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 5322153% ₹261 Cr 2,009,348
↑ 80,000 Reliance Industries Ltd (Energy)
Equity, Since 31 May 18 | RELIANCE3% ₹255 Cr 2,000,000 Infosys Ltd (Technology)
Equity, Since 31 May 09 | INFY3% ₹250 Cr 2,201,912 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 18 | BHARTIARTL2% ₹228 Cr 1,260,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | M&M2% ₹216 Cr 656,709 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 25 | KOTAKBANK2% ₹202 Cr 4,814,155
↑ 1,190,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jan 21 | LT2% ₹186 Cr 460,017 6. DSP Dynamic Asset Allocation Fund
DSP Dynamic Asset Allocation Fund
Growth Launch Date 6 Feb 14 NAV (29 Sep 26) ₹27.991 ↓ -0.06 (-0.20 %) Net Assets (Cr) ₹3,780 on 31 Jul 26 Category Hybrid - Dynamic Allocation AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆ Risk Moderate Expense Ratio 1.93 Sharpe Ratio -0.11 Information Ratio 0 Alpha Ratio 0 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 ₹10,011 30 Sep 23 ₹11,004 30 Sep 24 ₹13,442 30 Sep 25 ₹13,877 Returns for DSP Dynamic Asset Allocation Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Sep 26 Duration Returns 1 Month -3.4% 3 Month -2.2% 6 Month 2.7% 1 Year 1.4% 3 Year 8.5% 5 Year 7.1% 10 Year 15 Year Since launch 8.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 8.7% 2023 12.4% 2022 17.1% 2021 0.1% 2020 9.3% 2019 12.9% 2018 8.8% 2017 3.6% 2016 12.5% 2015 7.7% Fund Manager information for DSP Dynamic Asset Allocation Fund
Name Since Tenure Rohit Singhania 1 Nov 23 2.84 Yr. Preethi S 1 Oct 25 0.92 Yr. Shantanu Godambe 1 Jan 25 1.67 Yr. Kaivalya Nadkarni 1 Oct 24 1.92 Yr. Data below for DSP Dynamic Asset Allocation Fund as on 31 Jul 26
Asset Allocation
Asset Class Value Cash 25.5% Equity 51.28% Debt 23.22% Equity Sector Allocation
Sector Value Financial Services 22.84% Consumer Cyclical 4.95% Health Care 3.32% Consumer Defensive 3.2% Technology 2.74% Energy 1.14% Utility 0.91% Communication Services 0.89% Basic Materials 0.82% Industrials 0.73% Debt Sector Allocation
Sector Value Cash Equivalent 22.95% Corporate 14.94% Government 10.83% Credit Quality
Rating Value AA 13.55% AAA 86.45% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 18 | ICICIBANK6% ₹233 Cr 1,601,784 HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 18 | HDFCBANK5% ₹203 Cr 2,857,268 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 5322154% ₹154 Cr 1,187,623
↑ 77,218 State Bank of India (Financial Services)
Equity, Since 31 Mar 23 | SBIN3% ₹120 Cr 1,127,989 6.94% Govt Stock 2036
Sovereign Bonds | -3% ₹102 Cr 10,000,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | KOTAKBANK2% ₹87 Cr 2,081,614 Future on Bharti Airtel Ltd
Derivatives | -2% -₹87 Cr 463,125 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 24 | BHARTIARTL2% ₹84 Cr 463,125 Future on HDFC Bank Ltd
Derivatives | -2% -₹83 Cr 1,164,800 Hdfc Bank Limited
Equity, Since 31 Aug 26 | HDFCBANK2% ₹83 Cr 1,164,800
↑ 1,164,800 7. Bandhan Dynamic Equity Fund
Bandhan Dynamic Equity Fund
Growth Launch Date 10 Oct 14 NAV (29 Sep 26) ₹24.771 ↓ -0.06 (-0.25 %) Net Assets (Cr) ₹2,260 on 31 Jul 26 Category Hybrid - Dynamic Allocation AMC IDFC Asset Management Company Limited Rating Risk Moderately High Expense Ratio 2.02 Sharpe Ratio 0.11 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 Sep 21 ₹10,000 30 Sep 22 ₹9,914 30 Sep 23 ₹10,874 30 Sep 24 ₹13,231 30 Sep 25 ₹13,315 Returns for Bandhan Dynamic Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Sep 26 Duration Returns 1 Month -2.7% 3 Month -0.6% 6 Month 6.5% 1 Year 2.8% 3 Year 8% 5 Year 6.5% 10 Year 15 Year Since launch 7.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 5.1% 2023 14.6% 2022 14.9% 2021 -1.8% 2020 15.5% 2019 12.9% 2018 8.6% 2017 1.3% 2016 17.3% 2015 3.4% Fund Manager information for Bandhan Dynamic Equity Fund
Name Since Tenure Manish Gunwani 24 Jan 24 2.61 Yr. Brijesh Shah 16 Jul 22 4.13 Yr. Vishal Biraia 2 Dec 24 1.75 Yr. Ritika Behera 7 Oct 23 2.9 Yr. Gaurav Satra 7 Jun 24 2.24 Yr. Data below for Bandhan Dynamic Equity Fund as on 31 Jul 26
Asset Allocation
Asset Class Value Cash 26.5% Equity 57.07% Debt 16.76% Equity Sector Allocation
Sector Value Financial Services 20.14% Technology 6.25% Industrials 5.82% Health Care 5.1% Basic Materials 4.52% Energy 4.46% Consumer Cyclical 3.89% Consumer Defensive 3.33% Utility 2.56% Communication Services 2.1% Real Estate 1.05% Debt Sector Allocation
Sector Value Corporate 18.06% Cash Equivalent 17.13% Government 8.07% Credit Quality
Rating Value AA 3.83% AAA 96.17% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | ICICIBANK4% ₹97 Cr 670,522
↑ 36,400 Axis Bank Ltd.
Debentures | -4% ₹97 Cr 10,000,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 14 | RELIANCE4% ₹89 Cr 699,081
↑ 3,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL4% ₹83 Cr 457,476
↑ 67,450 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Dec 20 | 5000344% ₹82 Cr 774,205 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK3% ₹72 Cr 1,011,952 Future on Bajaj Finance Ltd
Derivatives | -2% -₹57 Cr 531,000
↑ 531,000 Bajaj Housing Finance Limited
Debentures | -2% ₹49 Cr 5,000,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 23 | LT2% ₹49 Cr 122,032
↑ 5,579 One97 Communications Ltd (Technology)
Equity, Since 31 May 24 | PAYTM2% ₹45 Cr 261,997
↓ -5,000 8. SBI Dynamic Asset Allocation Fund
SBI Dynamic Asset Allocation Fund
Growth Launch Date 26 Mar 15 NAV (02 Jul 21) ₹15.9463 ↑ 0.03 (0.18 %) Net Assets (Cr) ₹655 on 31 May 21 Category Hybrid - Dynamic Allocation AMC SBI Funds Management Private Limited Rating Risk Moderately High Expense Ratio 2.07 Sharpe Ratio 2.59 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 Returns for SBI Dynamic Asset Allocation Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Sep 26 Duration Returns 1 Month 1% 3 Month 3.9% 6 Month 6.2% 1 Year 25.1% 3 Year 6.9% 5 Year 8.3% 10 Year 15 Year Since launch 7.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for SBI Dynamic Asset Allocation Fund
Name Since Tenure Data below for SBI Dynamic Asset Allocation Fund as on 31 May 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
ਡਾਇਨਾਮਿਕ ਐਸੇਟ ਅਲੋਕੇਸ਼ਨ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਿਵੇਂ ਕਰੀਏ?
Fincash.com 'ਤੇ ਜੀਵਨ ਭਰ ਲਈ ਮੁਫਤ ਨਿਵੇਸ਼ ਖਾਤਾ ਖੋਲ੍ਹੋ।
ਆਪਣੀ ਰਜਿਸਟ੍ਰੇਸ਼ਨ ਅਤੇ ਕੇਵਾਈਸੀ ਪ੍ਰਕਿਰਿਆ ਨੂੰ ਪੂਰਾ ਕਰੋ
ਦਸਤਾਵੇਜ਼ (ਪੈਨ, ਆਧਾਰ, ਆਦਿ) ਅੱਪਲੋਡ ਕਰੋ।ਅਤੇ, ਤੁਸੀਂ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ ਤਿਆਰ ਹੋ!
ਅਕਸਰ ਪੁੱਛੇ ਜਾਂਦੇ ਸਵਾਲ
1. ਮੈਂ ਗਤੀਸ਼ੀਲ ਸੰਪੱਤੀ ਵੰਡ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਕੇ ਆਰਥਿਕਤਾ ਵਿੱਚ ਕਿਵੇਂ ਯੋਗਦਾਨ ਪਾ ਸਕਦਾ/ਸਕਦੀ ਹਾਂ?
A: ਇਹ ਫੰਡ ਨਾ ਸਿਰਫ ਨਿਵੇਸ਼ ਕਰਦੇ ਹਨਇਕੁਇਟੀ, ਪਰ ਇਹ ਵੀ ਮੁਕਾਬਲਤਨ ਸ਼ਾਂਤ ਰੀਅਲ ਅਸਟੇਟ ਅਤੇਬਾਂਡ ਬਾਜ਼ਾਰ. ਇਸ ਲਈ, ਇੱਕ ਨਿਵੇਸ਼ਕ ਦੇ ਰੂਪ ਵਿੱਚ ਤੁਸੀਂ ਇਸ ਵਿੱਚ ਯੋਗਦਾਨ ਪਾਉਣ ਵਾਲੇ ਬਣ ਜਾਂਦੇ ਹੋਆਰਥਿਕਤਾ.
2. ਕੀ ਮੈਨੂੰ ਲੰਬੇ ਸਮੇਂ ਲਈ ਡਾਇਨਾਮਿਕ ਐਸੇਟ ਅਲੋਕੇਸ਼ਨ ਫੰਡ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨ ਦੀ ਲੋੜ ਹੈ?
A: ਤੁਹਾਨੂੰ ਘੱਟੋ-ਘੱਟ ਤਿੰਨ ਸਾਲਾਂ ਲਈ ਗਤੀਸ਼ੀਲ ਸੰਪੱਤੀ ਵੰਡ ਫੰਡਾਂ ਵਿੱਚ ਆਪਣੇ ਨਿਵੇਸ਼ਾਂ ਨੂੰ ਰੱਖਣਾ ਚਾਹੀਦਾ ਹੈ। ਇਹ ਤੁਹਾਡੇ ਨਿਵੇਸ਼ 'ਤੇ ਚੰਗਾ ਰਿਟਰਨ ਯਕੀਨੀ ਬਣਾਏਗਾ।
3. ਕੀ ਇਹਨਾਂ ਫੰਡਾਂ ਵਿੱਚ ਕੋਈ ਜੋਖਮ ਸ਼ਾਮਲ ਹਨ?
A: ਕਿਉਂਕਿ ਪੈਸਾ ਇਕੁਇਟੀ ਵਿੱਚ ਨਿਵੇਸ਼ ਕੀਤਾ ਜਾਂਦਾ ਹੈ, ਕਿਸੇ ਨੂੰ ਇਹ ਨਹੀਂ ਭੁੱਲਣਾ ਚਾਹੀਦਾ ਹੈ ਕਿ ਸੰਬੰਧਿਤ ਜੋਖਮ ਵੀ ਮੁਕਾਬਲਤਨ ਉੱਚ ਹਨ.
4. ਸੰਪੱਤੀ ਵੰਡ ਨੂੰ ਬਦਲਣ ਲਈ ਕੌਣ ਜ਼ਿੰਮੇਵਾਰ ਹੈ?
A: ਫੰਡ ਮੈਨੇਜਰ ਸੰਪੱਤੀ ਵੰਡ ਨੂੰ ਬਦਲਣ ਲਈ ਜ਼ਿੰਮੇਵਾਰ ਹੁੰਦਾ ਹੈ। ਬਦਲਦੀ ਹੋਈ ਮਾਰਕੀਟ ਸਥਿਤੀ ਦੇ ਆਧਾਰ 'ਤੇ, ਉਹ ਤੁਹਾਡੀ ਸੰਪੱਤੀ ਦੀ ਵੰਡ ਨੂੰ ਬਦਲ ਦੇਣਗੇ ਤਾਂ ਜੋ ਤੁਹਾਡਾ ਪੋਰਟਫੋਲੀਓ ਸਥਿਰ ਰਿਟਰਨ ਪੈਦਾ ਕਰਦਾ ਰਹੇ।
ਇਹ ਯਕੀਨੀ ਬਣਾਉਣ ਲਈ ਸਾਰੇ ਯਤਨ ਕੀਤੇ ਗਏ ਹਨ ਕਿ ਇੱਥੇ ਦਿੱਤੀ ਗਈ ਜਾਣਕਾਰੀ ਸਹੀ ਹੈ। ਹਾਲਾਂਕਿ, ਡੇਟਾ ਦੀ ਸ਼ੁੱਧਤਾ ਬਾਰੇ ਕੋਈ ਗਾਰੰਟੀ ਨਹੀਂ ਦਿੱਤੀ ਗਈ ਹੈ। ਕਿਰਪਾ ਕਰਕੇ ਕੋਈ ਵੀ ਨਿਵੇਸ਼ ਕਰਨ ਤੋਂ ਪਹਿਲਾਂ ਸਕੀਮ ਜਾਣਕਾਰੀ ਦਸਤਾਵੇਜ਼ ਨਾਲ ਤਸਦੀਕ ਕਰੋ।
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Excellent insight for getting a detailed view about Hybrid Fund