8 சிறந்த பேலன்ஸ்டு மியூச்சுவல் ஃபண்டுகள் SIP 2022

Updated on June 22, 2026 , 1884 views

மேல்சமப்படுத்தப்பட்ட நிதி உள்ளனபரஸ்பர நிதி தங்கள் சொத்துக்களில் 65% க்கும் அதிகமாக முதலீடு செய்கிறதுபங்குகள் மற்றும் கடன் கருவிகளில் மீதமுள்ள சொத்துக்கள் நல்ல ஒட்டுமொத்த வருவாயை அளிக்கும். சமப்படுத்தப்பட்ட மியூச்சுவல் ஃபண்டுகள், முதலீடு செய்யத் தயாராக இருக்கும் முதலீட்டாளர்களுக்குப் பயனளிக்கும்சந்தை சில நிலையான வருமானங்களையும் தேடும் போது ஆபத்து. பங்குகள் மற்றும் பங்குகளில் முதலீடு செய்யப்படும் சொத்துக்கள் சந்தையுடன் இணைக்கப்பட்ட வருமானத்தை வழங்குகின்றன, அதே நேரத்தில் கடன் கருவிகளில் முதலீடு செய்யப்பட்ட சொத்துக்கள் நிலையான வருமானத்தை வழங்குகின்றன. ஈக்விட்டி மற்றும் டெட் ஆகிய இரண்டின் கலவையாக இருப்பதால், முதலீட்டாளர்கள் மிகவும் கவனமாக இருக்க வேண்டும்முதலீடு இந்த நிதிகளில். பேலன்ஸ்டு மியூச்சுவல் ஃபண்டுகளில் முதலீடு செய்வதற்கு முன், சிறந்த பேலன்ஸ்டு ஃபண்டுகளைத் தேடுமாறு முதலீட்டாளர்கள் அறிவுறுத்தப்படுகிறார்கள். சிறந்த பேலன்ஸ் மியூச்சுவல் ஃபண்டுகளை கீழே பட்டியலிட்டுள்ளோம்.

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இந்தியாவில் 2022 - 2023 இல் SIP முதலீடுகளுக்கான சிறந்த 8 சமநிலை மியூச்சுவல் ஃபண்டுகள்

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2025 (%)
BOI AXA Mid and Small Cap Equity and Debt Fund Growth	₹41.69 ↓ -0.16	₹1,482	15.4	9.5	9.4	19.5	15.7	-0.9
SBI Multi Asset Allocation Fund Growth	₹66.547 ↑ 0.29	₹18,290	5.5	1.5	12.7	16.8	13.6	18.6
ICICI Prudential Multi-Asset Fund Growth	₹801.182 ↓ -6.14	₹84,165	6.5	-2.3	6.1	16.6	17.2	18.6
ICICI Prudential Equity and Debt Fund Growth	₹404.35 ↑ 1.96	₹50,033	5.9	-1.5	3.9	16.6	16.8	13.3
UTI Multi Asset Fund Growth	₹77.8102 ↑ 0.11	₹6,922	6.3	-2.3	5.2	16.2	13.3	11.1
Sundaram Equity Hybrid Fund Growth	₹135.137 ↑ 0.78	₹1,954	0.5	10.5	27.1	16	14.2
Bandhan Hybrid Equity Fund Growth	₹27.266 ↑ 0.09	₹2,021	9.3	1	7	14.6	11.9	7.7
JM Equity Hybrid Fund Growth	₹115.807 ↑ 0.48	₹692	7.2	-3.9	-4.4	14.5	12.9	-3.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jun 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	ICICI Prudential Equity and Debt Fund	UTI Multi Asset Fund	Sundaram Equity Hybrid Fund	Bandhan Hybrid Equity Fund	JM Equity Hybrid Fund
Point 1	Bottom quartile AUM (₹1,482 Cr).	Upper mid AUM (₹18,290 Cr).	Highest AUM (₹84,165 Cr).	Top quartile AUM (₹50,033 Cr).	Upper mid AUM (₹6,922 Cr).	Lower mid AUM (₹1,954 Cr).	Lower mid AUM (₹2,021 Cr).	Bottom quartile AUM (₹692 Cr).
Point 2	Established history (9+ yrs).	Established history (20+ yrs).	Established history (23+ yrs).	Established history (26+ yrs).	Established history (17+ yrs).	Established history (26+ yrs).	Established history (9+ yrs).	Oldest track record among peers (31 yrs).
Point 3	Not Rated.	Top rated.	Rating: 2★ (upper mid).	Rating: 4★ (top quartile).	Rating: 1★ (lower mid).	Rating: 2★ (upper mid).	Not Rated.	Rating: 1★ (lower 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: 15.74% (upper mid).	5Y return: 13.59% (lower mid).	5Y return: 17.24% (top quartile).	5Y return: 16.79% (top quartile).	5Y return: 13.27% (lower mid).	5Y return: 14.20% (upper mid).	5Y return: 11.86% (bottom quartile).	5Y return: 12.92% (bottom quartile).
Point 6	3Y return: 19.53% (top quartile).	3Y return: 16.83% (top quartile).	3Y return: 16.62% (upper mid).	3Y return: 16.60% (upper mid).	3Y return: 16.19% (lower mid).	3Y return: 16.03% (lower mid).	3Y return: 14.64% (bottom quartile).	3Y return: 14.51% (bottom quartile).
Point 7	1Y return: 9.39% (upper mid).	1Y return: 12.69% (top quartile).	1Y return: 6.12% (lower mid).	1Y return: 3.86% (bottom quartile).	1Y return: 5.21% (lower mid).	1Y return: 27.10% (top quartile).	1Y return: 7.01% (upper mid).	1Y return: -4.39% (bottom quartile).
Point 8	1M return: 3.12% (top quartile).	1M return: 0.34% (lower mid).	1M return: 0.11% (bottom quartile).	1M return: 1.98% (upper mid).	1M return: -0.30% (bottom quartile).	1M return: 1.80% (upper mid).	1M return: 2.69% (top quartile).	1M return: 1.66% (lower mid).
Point 9	Alpha: 0.00 (upper mid).	Alpha: 0.00 (lower mid).	Alpha: 0.00 (lower mid).	Alpha: 1.75 (upper mid).	Alpha: 0.00 (bottom quartile).	Alpha: 5.81 (top quartile).	Alpha: 6.12 (top quartile).	Alpha: -2.49 (bottom quartile).
Point 10	Sharpe: 0.50 (upper mid).	Sharpe: 0.78 (top quartile).	Sharpe: 0.18 (upper mid).	Sharpe: -0.21 (bottom quartile).	Sharpe: 0.13 (lower mid).	Sharpe: 2.64 (top quartile).	Sharpe: 0.08 (lower mid).	Sharpe: -0.52 (bottom quartile).

BOI AXA Mid and Small Cap Equity and Debt Fund

Bottom quartile AUM (₹1,482 Cr).
Established history (9+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 15.74% (upper mid).
3Y return: 19.53% (top quartile).
1Y return: 9.39% (upper mid).
1M return: 3.12% (top quartile).
Alpha: 0.00 (upper mid).
Sharpe: 0.50 (upper mid).

SBI Multi Asset Allocation Fund

Upper mid AUM (₹18,290 Cr).
Established history (20+ yrs).
Top rated.
Risk profile: Moderate.
5Y return: 13.59% (lower mid).
3Y return: 16.83% (top quartile).
1Y return: 12.69% (top quartile).
1M return: 0.34% (lower mid).
Alpha: 0.00 (lower mid).
Sharpe: 0.78 (top quartile).

ICICI Prudential Multi-Asset Fund

Highest AUM (₹84,165 Cr).
Established history (23+ yrs).
Rating: 2★ (upper mid).
Risk profile: Moderately High.
5Y return: 17.24% (top quartile).
3Y return: 16.62% (upper mid).
1Y return: 6.12% (lower mid).
1M return: 0.11% (bottom quartile).
Alpha: 0.00 (lower mid).
Sharpe: 0.18 (upper mid).

ICICI Prudential Equity and Debt Fund

Top quartile AUM (₹50,033 Cr).
Established history (26+ yrs).
Rating: 4★ (top quartile).
Risk profile: Moderately High.
5Y return: 16.79% (top quartile).
3Y return: 16.60% (upper mid).
1Y return: 3.86% (bottom quartile).
1M return: 1.98% (upper mid).
Alpha: 1.75 (upper mid).
Sharpe: -0.21 (bottom quartile).

UTI Multi Asset Fund

Upper mid AUM (₹6,922 Cr).
Established history (17+ yrs).
Rating: 1★ (lower mid).
Risk profile: Moderately High.
5Y return: 13.27% (lower mid).
3Y return: 16.19% (lower mid).
1Y return: 5.21% (lower mid).
1M return: -0.30% (bottom quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.13 (lower mid).

Sundaram Equity Hybrid Fund

Lower mid AUM (₹1,954 Cr).
Established history (26+ yrs).
Rating: 2★ (upper mid).
Risk profile: Moderately High.
5Y return: 14.20% (upper mid).
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).

Bandhan Hybrid Equity Fund

Lower mid AUM (₹2,021 Cr).
Established history (9+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 11.86% (bottom quartile).
3Y return: 14.64% (bottom quartile).
1Y return: 7.01% (upper mid).
1M return: 2.69% (top quartile).
Alpha: 6.12 (top quartile).
Sharpe: 0.08 (lower mid).

JM Equity Hybrid Fund

Bottom quartile AUM (₹692 Cr).
Oldest track record among peers (31 yrs).
Rating: 1★ (lower mid).
Risk profile: Moderately High.
5Y return: 12.92% (bottom quartile).
3Y return: 14.51% (bottom quartile).
1Y return: -4.39% (bottom quartile).
1M return: 1.66% (lower mid).
Alpha: -2.49 (bottom quartile).
Sharpe: -0.52 (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 (₹1,482 Cr).
Established history (9+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 15.74% (upper mid).
3Y return: 19.53% (top quartile).
1Y return: 9.39% (upper mid).
1M return: 3.12% (top quartile).
Alpha: 0.00 (upper mid).
Sharpe: 0.50 (upper mid).
Information ratio: 0.00 (upper mid).

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 (24 Jun 26)	₹41.69 ↓ -0.16 (-0.38 %)
Net Assets (Cr)	₹1,482 on 30 Apr 26
Category	Hybrid - Hybrid Equity
AMC	BOI AXA Investment Mngrs Private Ltd
Rating	Not Rated
Risk	Moderately High
Expense Ratio	2.27
Sharpe Ratio	0.5
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
31 May 21	₹10,000
31 May 22	₹11,132
31 May 23	₹12,453
31 May 24	₹18,447
31 May 25	₹19,968
31 May 26	₹21,305

BOI AXA Mid and Small Cap Equity and Debt 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 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 24 Jun 26

Duration	Returns
1 Month	3.1%
3 Month	15.4%
6 Month	9.5%
1 Year	9.4%
3 Year	19.5%
5 Year	15.7%
10 Year
15 Year
Since launch	15.5%

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	9.29 Yr.

Data below for BOI AXA Mid and Small Cap Equity and Debt Fund as on 30 Apr 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	6.66%
AAA	93.34%

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 (₹18,290 Cr).
Established history (20+ yrs).
Top rated.
Risk profile: Moderate.
5Y return: 13.59% (lower mid).
3Y return: 16.83% (top quartile).
1Y return: 12.69% (top quartile).
1M return: 0.34% (lower mid).
Alpha: 0.00 (lower mid).
Sharpe: 0.78 (top quartile).
Information ratio: 0.00 (lower mid).

Below is the key information for SBI Multi Asset Allocation Fund

SBI Multi Asset Allocation Fund Growth
Launch Date	21 Dec 05
NAV (24 Jun 26)	₹66.547 ↑ 0.29 (0.43 %)
Net Assets (Cr)	₹18,290 on 31 May 26
Category	Hybrid - Multi Asset
AMC	SBI Funds Management Private Limited
Rating	☆☆☆☆
Risk	Moderate
Expense Ratio	1.46
Sharpe Ratio	0.78
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
31 May 21	₹10,000
31 May 22	₹10,488
31 May 23	₹11,773
31 May 24	₹15,039
31 May 25	₹16,585
31 May 26	₹18,948

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 24 Jun 26

Duration	Returns
1 Month	0.3%
3 Month	5.5%
6 Month	1.5%
1 Year	12.7%
3 Year	16.8%
5 Year	13.6%
10 Year
15 Year
Since launch	9.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	18.6%
2024	12.8%
2023	24.4%
2022	6%
2021	13%
2020	14.2%
2019	10.6%
2018	0.4%
2017	10.9%
2016	8.7%

Fund Manager information for SBI Multi Asset Allocation Fund

Name	Since	Tenure
Dinesh Balachandran	31 Oct 21	4.59 Yr.
Mansi Sajeja	1 Dec 23	2.5 Yr.
Vandna Soni	1 Jan 24	2.42 Yr.

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

Asset Allocation

Asset Class	Value
Cash	12.58%
Equity	48.09%
Debt	28.64%
Other	10.69%

Equity Sector Allocation

Sector	Value
Financial Services	12.03%
Consumer Cyclical	5.76%
Energy	4.64%
Real Estate	4.56%
Utility	4.4%
Basic Materials	4.11%
Health Care	3.82%
Industrials	2.64%
Communication Services	2.17%
Consumer Defensive	2.02%
Technology	1.95%

Debt Sector Allocation

Sector	Value
Corporate	23.36%
Cash Equivalent	11.67%
Government	6.19%

Credit Quality

Rating	Value
A	3.2%
AA	51.85%
AAA	44.94%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
SBI Gold ETF - \| -	6%	₹1,141 Cr	85,591,000
SBI Silver ETF - \| -	5%	₹823 Cr	32,296,178
Brookfield India Real Estate Trust (Real Estate) -, Since 30 Apr 25 \| 543261	3%	₹487 Cr	15,164,234
Bandhan Bank Ltd (Financial Services) Equity, Since 30 Sep 24 \| 541153	2%	₹399 Cr	20,500,000
GAIL (India) Ltd (Utilities) Equity, Since 31 Mar 21 \| 532155	2%	₹379 Cr	23,350,297
Indus Towers Ltd Ordinary Shares (Communication Services) Equity, Since 31 Jan 26 \| 534816	2%	₹353 Cr	8,200,000 ↑ 2,000,000
Oil & Natural Gas Corp Ltd (Energy) Equity, Since 15 Apr 24 \| 500312	2%	₹344 Cr	11,500,000
Biocon Ltd (Healthcare) Equity, Since 30 Nov 24 \| 532523	2%	₹341 Cr	7,920,476
Adani Power Limited Debentures \| -	2%	₹297 Cr	30,000
Mahindra & Mahindra Financial Services Ltd (Financial Services) Equity, Since 15 Oct 25 \| M&MFIN	2%	₹296 Cr	9,232,926

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

Highest AUM (₹84,165 Cr).
Established history (23+ yrs).
Rating: 2★ (upper mid).
Risk profile: Moderately High.
5Y return: 17.24% (top quartile).
3Y return: 16.62% (upper mid).
1Y return: 6.12% (lower mid).
1M return: 0.11% (bottom quartile).
Alpha: 0.00 (lower mid).
Sharpe: 0.18 (upper mid).
Information ratio: 0.00 (lower mid).

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

ICICI Prudential Multi-Asset Fund Growth
Launch Date	31 Oct 02
NAV (23 Jun 26)	₹801.182 ↓ -6.14 (-0.76 %)
Net Assets (Cr)	₹84,165 on 31 May 26
Category	Hybrid - Multi Asset
AMC	ICICI Prudential Asset Management Company Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.47
Sharpe Ratio	0.18
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
31 May 21	₹10,000
31 May 22	₹12,036
31 May 23	₹13,892
31 May 24	₹18,277
31 May 25	₹20,720
31 May 26	₹22,198

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 24 Jun 26

Duration	Returns
1 Month	0.1%
3 Month	6.5%
6 Month	-2.3%
1 Year	6.1%
3 Year	16.6%
5 Year	17.2%
10 Year
15 Year
Since launch	20.4%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	18.6%
2024	16.1%
2023	24.1%
2022	16.8%
2021	34.7%
2020	9.9%
2019	7.7%
2018	-2.2%
2017	28.2%
2016	12.5%

Fund Manager information for ICICI Prudential Multi-Asset Fund

Name	Since	Tenure
Sankaran Naren	1 Feb 12	14.34 Yr.
Manish Banthia	22 Jan 24	2.36 Yr.
Ihab Dalwai	3 Jun 17	9 Yr.
Akhil Kakkar	22 Jan 24	2.36 Yr.
Sri Sharma	30 Apr 21	5.09 Yr.
Gaurav Chikane	2 Aug 21	4.83 Yr.
Sharmila D'Silva	31 Jul 22	3.84 Yr.
Masoomi Jhurmarvala	4 Nov 24	1.57 Yr.

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

Asset Allocation

Asset Class	Value
Cash	16.17%
Equity	64.43%
Debt	9.3%
Other	10.09%

Equity Sector Allocation

Sector	Value
Financial Services	21.76%
Consumer Cyclical	12.74%
Industrials	6.15%
Consumer Defensive	5.89%
Basic Materials	5.02%
Technology	4.96%
Health Care	3.72%
Energy	3.11%
Real Estate	2.33%
Utility	2.23%
Communication Services	2.04%

Debt Sector Allocation

Sector	Value
Cash Equivalent	14.03%
Corporate	6.49%
Government	4.96%

Credit Quality

Rating	Value
A	1.13%
AA	18.46%
AAA	78.82%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Pru Gold ETF - \| -	10%	₹8,590 Cr	671,340,357 ↑ 99,521,445
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jan 22 \| HDFCBANK	5%	₹3,954 Cr	51,239,568 ↑ 2,333,053
ICICI Bank Ltd (Financial Services) Equity, Since 31 May 06 \| ICICIBANK	3%	₹2,693 Cr	21,315,375
Bajaj Finserv Ltd (Financial Services) Equity, Since 31 Jan 24 \| 532978	3%	₹2,264 Cr	12,955,172 ↑ 465,507
Axis Bank Ltd (Financial Services) Equity, Since 31 Dec 20 \| 532215	3%	₹2,118 Cr	16,696,289
Infosys Ltd (Technology) Equity, Since 31 Oct 19 \| INFY	2%	₹2,049 Cr	17,335,773 ↑ 2,000,000
InterGlobe Aviation Ltd (Industrials) Equity, Since 28 Feb 23 \| INDIGO	2%	₹1,932 Cr	4,496,856
ITC Ltd (Consumer Defensive) Equity, Since 31 Mar 24 \| ITC	2%	₹1,847 Cr	58,664,918
Reliance Industries Ltd (Energy) Equity, Since 31 Dec 20 \| RELIANCE	2%	₹1,719 Cr	12,011,792 ↓ -472,500
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 31 Aug 21 \| MARUTI	2%	₹1,527 Cr	1,147,022 ↑ 6,545

4. 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

Top quartile AUM (₹50,033 Cr).
Established history (26+ yrs).
Rating: 4★ (top quartile).
Risk profile: Moderately High.
5Y return: 16.79% (top quartile).
3Y return: 16.60% (upper mid).
1Y return: 3.86% (bottom quartile).
1M return: 1.98% (upper mid).
Alpha: 1.75 (upper mid).
Sharpe: -0.21 (bottom quartile).
Information ratio: 1.77 (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 (24 Jun 26)	₹404.35 ↑ 1.96 (0.49 %)
Net Assets (Cr)	₹50,033 on 31 May 26
Category	Hybrid - Hybrid Equity
AMC	ICICI Prudential Asset Management Company Limited
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.6
Sharpe Ratio	-0.21
Information Ratio	1.77
Alpha Ratio	1.75
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
31 May 21	₹10,000
31 May 22	₹12,041
31 May 23	₹13,658
31 May 24	₹18,675
31 May 25	₹20,924
31 May 26	₹21,416

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 24 Jun 26

Duration	Returns
1 Month	2%
3 Month	5.9%
6 Month	-1.5%
1 Year	3.9%
3 Year	16.6%
5 Year	16.8%
10 Year
15 Year
Since launch	14.9%

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	10.49 Yr.
Manish Banthia	19 Sep 13	12.71 Yr.
Mittul Kalawadia	29 Dec 20	5.42 Yr.
Akhil Kakkar	22 Jan 24	2.36 Yr.
Sri Sharma	30 Apr 21	5.09 Yr.
Sharmila D'Silva	31 Jul 22	3.84 Yr.
Nitya Mishra	4 Nov 24	1.57 Yr.

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

Asset Allocation

Asset Class	Value
Cash	7.12%
Equity	76.96%
Debt	15.89%

Equity Sector Allocation

Sector	Value
Financial Services	19.38%
Consumer Cyclical	10.4%
Industrials	7.88%
Consumer Defensive	7.56%
Energy	7.05%
Health Care	6.04%
Utility	4.99%
Technology	4.78%
Basic Materials	2.96%
Real Estate	2.78%
Communication Services	2.5%

Debt Sector Allocation

Sector	Value
Corporate	11.01%
Government	8.82%
Cash Equivalent	3.21%

Credit Quality

Rating	Value
A	1.64%
AA	21.04%
AAA	74.63%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Apr 21 \| HDFCBANK	6%	₹2,831 Cr	36,683,778 ↑ 4,774,639
Reliance Industries Ltd (Energy) Equity, Since 30 Jun 22 \| RELIANCE	5%	₹2,553 Cr	17,839,980 ↓ -21,085
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jul 12 \| ICICIBANK	5%	₹2,453 Cr	19,413,840
NTPC Ltd (Utilities) Equity, Since 28 Feb 17 \| 532555	4%	₹2,186 Cr	54,761,814 ↓ -10,998,000
Sun Pharmaceuticals Industries Ltd (Healthcare) Equity, Since 31 May 16 \| SUNPHARMA	4%	₹2,182 Cr	12,064,048 ↑ 7,580
Avenue Supermarts Ltd (Consumer Defensive) Equity, Since 31 Jan 23 \| 540376	3%	₹1,453 Cr	3,168,463
Axis Bank Ltd (Financial Services) Equity, Since 31 Mar 21 \| 532215	3%	₹1,426 Cr	11,240,676 ↑ 533,229
TVS Motor Co Ltd (Consumer Cyclical) Equity, Since 28 Feb 18 \| 532343	3%	₹1,391 Cr	3,981,427
InterGlobe Aviation Ltd (Industrials) Equity, Since 28 Feb 23 \| INDIGO	2%	₹1,126 Cr	2,620,444 ↓ -55,552
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Mar 24 \| TCS	2%	₹1,027 Cr	4,151,035

5. 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

Upper mid AUM (₹6,922 Cr).
Established history (17+ yrs).
Rating: 1★ (lower mid).
Risk profile: Moderately High.
5Y return: 13.27% (lower mid).
3Y return: 16.19% (lower mid).
1Y return: 5.21% (lower mid).
1M return: -0.30% (bottom quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.13 (lower mid).
Information ratio: 0.00 (bottom quartile).

Below is the key information for UTI Multi Asset Fund

UTI Multi Asset Fund Growth
Launch Date	21 Oct 08
NAV (24 Jun 26)	₹77.8102 ↑ 0.11 (0.14 %)
Net Assets (Cr)	₹6,922 on 31 May 26
Category	Hybrid - Multi Asset
AMC	UTI Asset Management Company Ltd
Rating	☆
Risk	Moderately High
Expense Ratio	1.79
Sharpe Ratio	0.13
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
31 May 21	₹10,000
31 May 22	₹10,197
31 May 23	₹11,858
31 May 24	₹16,203
31 May 25	₹17,703
31 May 26	₹18,877

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 24 Jun 26

Duration	Returns
1 Month	-0.3%
3 Month	6.3%
6 Month	-2.3%
1 Year	5.2%
3 Year	16.2%
5 Year	13.3%
10 Year
15 Year
Since launch	12.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	11.1%
2024	20.7%
2023	29.1%
2022	4.4%
2021	11.8%
2020	13.1%
2019	3.9%
2018	-0.5%
2017	17.1%
2016	7.3%

Fund Manager information for UTI Multi Asset Fund

Name	Since	Tenure
Sharwan Kumar Goyal	12 Nov 21	4.55 Yr.
Jaydeep Bhowal	1 Oct 24	1.67 Yr.

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

Asset Allocation

Asset Class	Value
Cash	8.82%
Equity	67.05%
Debt	10.95%
Other	13.18%

Equity Sector Allocation

Sector	Value
Financial Services	19.13%
Consumer Defensive	10.25%
Technology	8.7%
Industrials	8.49%
Consumer Cyclical	6.92%
Basic Materials	5.09%
Real Estate	3.5%
Health Care	3.16%
Energy	2.43%
Communication Services	2.1%

Debt Sector Allocation

Sector	Value
Government	9.35%
Cash Equivalent	5.3%
Corporate	5.12%

Credit Quality

Rating	Value
AAA	100%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
UTI Gold ETF - \| -	13%	₹915 Cr	72,762,656 ↓ -2,998,825
ITC Ltd (Consumer Defensive) Equity, Since 31 Oct 22 \| ITC	3%	₹197 Cr	6,270,122 ↑ 1,292,735
HDFC Bank Ltd (Financial Services) Equity, Since 30 Apr 25 \| HDFCBANK	3%	₹188 Cr	2,442,218 ↑ 672,766
Nestle India Ltd (Consumer Defensive) Equity, Since 29 Feb 24 \| NESTLEIND	3%	₹185 Cr	1,265,853 ↑ 123,652
ICICI Bank Ltd (Financial Services) Equity, Since 29 Feb 24 \| ICICIBANK	3%	₹184 Cr	1,455,570 ↑ 955,739
Tata Consultancy Services Ltd (Technology) Equity, Since 29 Feb 24 \| TCS	3%	₹181 Cr	732,959 ↑ 231,417
Infosys Ltd (Technology) Equity, Since 31 Mar 24 \| INFY	2%	₹133 Cr	1,121,776 ↓ -26,150
Bharat Electronics Ltd (Industrials) Equity, Since 31 Oct 25 \| BEL	2%	₹131 Cr	3,032,850 ↑ 347,440
Asian Paints Ltd (Basic Materials) Equity, Since 31 Oct 24 \| 500820	2%	₹129 Cr	526,237 ↓ -145,220
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 30 Apr 25 \| KOTAKBANK	2%	₹127 Cr	3,319,571 ↑ 2,009,731

6. 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 (26+ yrs).
Rating: 2★ (upper mid).
Risk profile: Moderately High.
5Y return: 14.20% (upper mid).
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
31 May 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 24 Jun 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
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

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 (₹2,021 Cr).
Established history (9+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 11.86% (bottom quartile).
3Y return: 14.64% (bottom quartile).
1Y return: 7.01% (upper mid).
1M return: 2.69% (top quartile).
Alpha: 6.12 (top quartile).
Sharpe: 0.08 (lower mid).
Information ratio: 0.72 (top quartile).

Below is the key information for Bandhan Hybrid Equity Fund

Bandhan Hybrid Equity Fund Growth
Launch Date	30 Dec 16
NAV (24 Jun 26)	₹27.266 ↑ 0.09 (0.33 %)
Net Assets (Cr)	₹2,021 on 31 May 26
Category	Hybrid - Hybrid Equity
AMC	IDFC Asset Management Company Limited
Rating	Not Rated
Risk	Moderately High
Expense Ratio	2.35
Sharpe Ratio	0.08
Information Ratio	0.72
Alpha Ratio	6.12
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
31 May 21	₹10,000
31 May 22	₹10,668
31 May 23	₹11,817
31 May 24	₹14,351
31 May 25	₹16,603
31 May 26	₹17,588

Bandhan 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 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 24 Jun 26

Duration	Returns
1 Month	2.7%
3 Month	9.3%
6 Month	1%
1 Year	7%
3 Year	14.6%
5 Year	11.9%
10 Year
15 Year
Since launch	11.2%

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	4.85 Yr.
Brijesh Shah	10 Jun 24	1.98 Yr.
Prateek Poddar	7 Jun 24	1.98 Yr.
Ritika Behera	7 Oct 23	2.65 Yr.
Gaurav Satra	7 Jun 24	1.98 Yr.

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

Asset Allocation

Asset Class	Value
Cash	2.89%
Equity	78.35%
Debt	18.76%

Equity Sector Allocation

Sector	Value
Financial Services	21.58%
Consumer Cyclical	11.79%
Industrials	7.67%
Technology	7.18%
Health Care	6.06%
Basic Materials	5.84%
Consumer Defensive	4.62%
Energy	4.24%
Utility	4.11%
Communication Services	2.69%
Real Estate	1.44%

Debt Sector Allocation

Sector	Value
Corporate	10.32%
Government	8.43%
Cash Equivalent	2.89%

Credit Quality

Rating	Value
AA	3.13%
AAA	96.87%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Small Industries Development Bank Of India Debentures \| -	7%	₹142 Cr	14,500,000 ↑ 5,000,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jul 24 \| ICICIBANK	6%	₹108 Cr	855,243 ↓ -21,118
HDFC Bank Ltd (Financial Services) Equity, Since 30 Jun 24 \| HDFCBANK	5%	₹88 Cr	1,139,322 ↑ 149,789
Reliance Industries Ltd (Energy) Equity, Since 30 Apr 20 \| RELIANCE	4%	₹74 Cr	520,036 ↑ 5,118
National Bank For Agriculture And Rural Development Debentures \| -	4%	₹73 Cr	7,500,000 ↑ 7,500,000
NTPC Ltd (Utilities) Equity, Since 28 Feb 23 \| 532555	4%	₹73 Cr	1,839,701 ↑ 401,873
State Bank of India (Financial Services) Equity, Since 28 Feb 21 \| SBIN	3%	₹57 Cr	529,467 ↑ 93,062
Infosys Ltd (Technology) Equity, Since 31 Jan 17 \| INFY	3%	₹49 Cr	418,551 ↑ 43,937
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Jan 17 \| LT	2%	₹39 Cr	97,157 ↑ 8,484
JSW Steel Ltd (Basic Materials) Equity, Since 31 Mar 25 \| JSWSTEEL	2%	₹39 Cr	308,094 ↑ 104,518

8. 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 (₹692 Cr).
Oldest track record among peers (31 yrs).
Rating: 1★ (lower mid).
Risk profile: Moderately High.
5Y return: 12.92% (bottom quartile).
3Y return: 14.51% (bottom quartile).
1Y return: -4.39% (bottom quartile).
1M return: 1.66% (lower mid).
Alpha: -2.49 (bottom quartile).
Sharpe: -0.52 (bottom quartile).
Information ratio: 0.51 (upper mid).

Below is the key information for JM Equity Hybrid Fund

JM Equity Hybrid Fund Growth
Launch Date	1 Apr 95
NAV (24 Jun 26)	₹115.807 ↑ 0.48 (0.42 %)
Net Assets (Cr)	₹692 on 31 May 26
Category	Hybrid - Hybrid Equity
AMC	JM Financial Asset Management Limited
Rating	☆
Risk	Moderately High
Expense Ratio	2.3
Sharpe Ratio	-0.52
Information Ratio	0.51
Alpha Ratio	-2.49
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
31 May 21	₹10,000
31 May 22	₹10,353
31 May 23	₹12,205
31 May 24	₹18,602
31 May 25	₹18,972
31 May 26	₹18,360

JM Equity Hybrid 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 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 24 Jun 26

Duration	Returns
1 Month	1.7%
3 Month	7.2%
6 Month	-3.9%
1 Year	-4.4%
3 Year	14.5%
5 Year	12.9%
10 Year
15 Year
Since launch	12%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	-3.1%
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%

Fund Manager information for JM Equity Hybrid Fund

Name	Since	Tenure
Satish Ramanathan	1 Oct 24	1.67 Yr.
Asit Bhandarkar	31 Dec 21	4.42 Yr.
Ruchi Fozdar	4 Oct 24	1.66 Yr.
Deepak Gupta	11 Apr 25	1.14 Yr.

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

Asset Allocation

Asset Class	Value
Cash	9.67%
Equity	74.88%
Debt	15.45%

Equity Sector Allocation

Sector	Value
Financial Services	22.32%
Technology	12.24%
Consumer Cyclical	11.68%
Industrials	7.79%
Health Care	4.59%
Basic Materials	4.31%
Communication Services	3.33%
Utility	2.93%
Consumer Defensive	2.93%
Energy	2.71%
Real Estate	0.04%

Debt Sector Allocation

Sector	Value
Corporate	10.89%
Government	9.05%
Cash Equivalent	5.19%

Credit Quality

Rating	Value
AA	15.69%
AAA	84.31%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
6.48% Govt Stock 2035 Sovereign Bonds \| -	3%	₹24 Cr	2,525,000 ↑ 350,000
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 31 May 25 \| MCX	3%	₹24 Cr	81,671
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Oct 24 \| BHARTIARTL	3%	₹23 Cr	123,746 ↓ -13,500
Bajaj Finance Ltd (Financial Services) Equity, Since 31 Jan 25 \| 500034	3%	₹22 Cr	235,040
HDFC Bank Ltd (Financial Services) Equity, Since 30 Jun 24 \| HDFCBANK	3%	₹22 Cr	285,000 ↓ -65,000
NTPC Ltd (Utilities) Equity, Since 28 Feb 26 \| 532555	3%	₹21 Cr	515,000 ↑ 65,000
Reliance Industries Ltd (Energy) Equity, Since 28 Feb 26 \| RELIANCE	3%	₹19 Cr	133,000 ↑ 12,000
One97 Communications Ltd (Technology) Equity, Since 30 Jun 25 \| PAYTM	2%	₹17 Cr	157,147
Tech Mahindra Ltd (Technology) Equity, Since 31 Dec 23 \| 532755	2%	₹17 Cr	113,000
Larsen & Toubro Ltd (Industrials) Equity, Since 31 May 21 \| LT	2%	₹16 Cr	40,000 ↓ -24,000

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