+91-22-48913909Top 5 Balanced Equity Funds for SIP 2025
Balanced Fund are the most preferred choice amongst those investors who want to invest in both equity and debt instrument. These funds provide an avenue to achieve a balance between both equity and debt. Equity-oriented balanced funds have a larger portion of their corpus (at least 65%) invested in stocks. These funds are best suitable for investors who want to enjoy the returns, but with a safety cushion. Ideally, investors who want to begin their investments in equities can add balanced funds in their Portfolio. These funds have lower Volatility than other Equity Funds and their returns are higher than the debt mutual fund. For better results, investors can consider these shortlisted best balanced equity funds for SIP investment.
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Top 5 Best Performing Balanced Equity Funds for SIP Investment FY 25 - 26
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) JM Equity Hybrid Fund Growth ₹122.549
↑ 0.32 ₹841 500 1.8 11.7 -5.4 20.8 21.5 ICICI Prudential Equity and Debt Fund Growth ₹403.46
↑ 1.21 ₹44,605 100 4.2 13.8 5.3 20 25.5 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹38.41
↑ 0.12 ₹1,258 1,000 0.3 16.5 -2.5 18.8 22.6 UTI Hybrid Equity Fund Growth ₹406.481
↑ 1.06 ₹6,422 500 1.1 10.6 -0.4 16.4 19.8 Nippon India Equity Hybrid Fund Growth ₹106.536
↑ 0.21 ₹3,936 100 3.2 13.7 1.5 16 19.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Sep 25 Research Highlights & Commentary of 5 Funds showcased
Commentary JM Equity Hybrid Fund ICICI Prudential Equity and Debt Fund BOI AXA Mid and Small Cap Equity and Debt Fund UTI Hybrid Equity Fund Nippon India Equity Hybrid Fund Point 1 Bottom quartile AUM (₹841 Cr). Highest AUM (₹44,605 Cr). Bottom quartile AUM (₹1,258 Cr). Upper mid AUM (₹6,422 Cr). Lower mid AUM (₹3,936 Cr). Point 2 Oldest track record among peers (30 yrs). Established history (25+ yrs). Established history (9+ yrs). Established history (30+ yrs). Established history (20+ yrs). Point 3 Rating: 1★ (bottom quartile). Top rated. Not Rated. Rating: 3★ (lower mid). Rating: 4★ (upper mid). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 21.55% (lower mid). 5Y return: 25.53% (top quartile). 5Y return: 22.63% (upper mid). 5Y return: 19.75% (bottom quartile). 5Y return: 19.22% (bottom quartile). Point 6 3Y return: 20.79% (top quartile). 3Y return: 20.00% (upper mid). 3Y return: 18.76% (lower mid). 3Y return: 16.41% (bottom quartile). 3Y return: 16.04% (bottom quartile). Point 7 1Y return: -5.44% (bottom quartile). 1Y return: 5.33% (top quartile). 1Y return: -2.49% (bottom quartile). 1Y return: -0.44% (lower mid). 1Y return: 1.52% (upper mid). Point 8 1M return: 4.39% (top quartile). 1M return: 3.31% (upper mid). 1M return: 2.70% (lower mid). 1M return: 2.09% (bottom quartile). 1M return: 2.63% (bottom quartile). Point 9 Alpha: -7.43 (bottom quartile). Alpha: 2.01 (top quartile). Alpha: 0.00 (lower mid). Alpha: -0.36 (bottom quartile). Alpha: 0.72 (upper mid). Point 10 Sharpe: -0.92 (bottom quartile). Sharpe: -0.18 (top quartile). Sharpe: -0.38 (lower mid). Sharpe: -0.42 (bottom quartile). Sharpe: -0.31 (upper mid). JM Equity Hybrid Fund
ICICI Prudential Equity and Debt Fund
BOI AXA Mid and Small Cap Equity and Debt Fund
UTI Hybrid Equity Fund
Nippon India Equity Hybrid Fund
Balanced Equity funds having AUM/Net Assets above 100 Crore. Sorted on Last 3 Year Return.
(Erstwhile JM Balanced Fund) To provide steady current income as well as long term growth of capital. Below is the key information for JM Equity Hybrid Fund Returns up to 1 year are on (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 Below is the key information for ICICI Prudential Equity and Debt Fund Returns up to 1 year are on (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 Below is the key information for BOI AXA Mid and Small Cap Equity and Debt Fund Returns up to 1 year are on (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 Below is the key information for UTI Hybrid Equity Fund Returns up to 1 year are on (Erstwhile Reliance Regular Savings Fund - Balanced Plan) The primary investment objective of this option is to generate consistent returns and appreciation of capital by investing in mix of securities comprising of Equity, Equity related instruments & fixed income instruments. Research Highlights for Nippon India Equity Hybrid Fund Below is the key information for Nippon India Equity Hybrid Fund Returns up to 1 year are on 1. JM Equity Hybrid Fund
JM Equity Hybrid Fund
Growth Launch Date 1 Apr 95 NAV (17 Sep 25) ₹122.549 ↑ 0.32 (0.26 %) Net Assets (Cr) ₹841 on 31 Jul 25 Category Hybrid - Hybrid Equity AMC JM Financial Asset Management Limited Rating ☆ Risk Moderately High Expense Ratio 2.3 Sharpe Ratio -0.92 Information Ratio 1.07 Alpha Ratio -7.43 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 Aug 20 ₹10,000 31 Aug 21 ₹14,810 31 Aug 22 ₹15,114 31 Aug 23 ₹18,943 31 Aug 24 ₹28,366 31 Aug 25 ₹25,821 Returns for JM Equity Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Sep 25 Duration Returns 1 Month 4.4% 3 Month 1.8% 6 Month 11.7% 1 Year -5.4% 3 Year 20.8% 5 Year 21.5% 10 Year 15 Year Since launch 12.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for JM Equity Hybrid Fund
Name Since Tenure Satish Ramanathan 1 Oct 24 0.92 Yr. Asit Bhandarkar 31 Dec 21 3.67 Yr. Ruchi Fozdar 4 Oct 24 0.91 Yr. Deepak Gupta 11 Apr 25 0.39 Yr. Data below for JM Equity Hybrid Fund as on 31 Jul 25
Asset Allocation
Asset Class Value Cash 5.64% Equity 77.43% Debt 16.93% Equity Sector Allocation
Sector Value Financial Services 19.12% Technology 14.68% Industrials 13.31% Consumer Cyclical 12.18% Basic Materials 6.7% Communication Services 4.1% Health Care 3.68% Consumer Defensive 3.66% Debt Sector Allocation
Sector Value Corporate 10.67% Government 7.97% Cash Equivalent 3.93% Credit Quality
Rating Value AA 5.15% AAA 94.85% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 24 | BHARTIARTL4% ₹34 Cr 180,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 21 | LT4% ₹32 Cr 88,520 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 24 | HDFCBANK4% ₹30 Cr 150,000
↓ -10,000 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 May 25 | MCX3% ₹28 Cr 36,000
↓ -3,000 Tech Mahindra Ltd (Technology)
Equity, Since 31 Dec 23 | 5327553% ₹27 Cr 185,000 Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Jan 25 | UJJIVANSFB3% ₹26 Cr 5,950,865
↑ 74,399 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jan 25 | 5000343% ₹26 Cr 290,040
↓ -25,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 21 | ICICIBANK3% ₹25 Cr 170,114 InterGlobe Aviation Ltd (Industrials)
Equity, Since 30 Jun 25 | INDIGO3% ₹24 Cr 40,000 Waaree Energies Ltd (Technology)
Equity, Since 31 May 25 | 5442773% ₹23 Cr 77,000
↓ -3,000 2. ICICI Prudential Equity and Debt Fund
ICICI Prudential Equity and Debt Fund
Growth Launch Date 3 Nov 99 NAV (17 Sep 25) ₹403.46 ↑ 1.21 (0.30 %) Net Assets (Cr) ₹44,605 on 31 Jul 25 Category Hybrid - Hybrid Equity AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.6 Sharpe Ratio -0.19 Information Ratio 2.06 Alpha Ratio 2.01 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 Aug 20 ₹10,000 31 Aug 21 ₹15,332 31 Aug 22 ₹17,708 31 Aug 23 ₹20,751 31 Aug 24 ₹28,858 31 Aug 25 ₹29,677 Returns for ICICI Prudential Equity and Debt Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Sep 25 Duration Returns 1 Month 3.3% 3 Month 4.2% 6 Month 13.8% 1 Year 5.3% 3 Year 20% 5 Year 25.5% 10 Year 15 Year Since launch 15.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for ICICI Prudential Equity and Debt Fund
Name Since Tenure Sankaran Naren 7 Dec 15 9.74 Yr. Manish Banthia 19 Sep 13 11.96 Yr. Mittul Kalawadia 29 Dec 20 4.68 Yr. Akhil Kakkar 22 Jan 24 1.61 Yr. Sri Sharma 30 Apr 21 4.34 Yr. Sharmila D’mello 31 Jul 22 3.09 Yr. Nitya Mishra 4 Nov 24 0.82 Yr. Data below for ICICI Prudential Equity and Debt Fund as on 31 Jul 25
Asset Allocation
Asset Class Value Cash 7.79% Equity 77.34% Debt 14.87% Equity Sector Allocation
Sector Value Financial Services 20.33% Consumer Cyclical 12.75% Energy 7.99% Industrials 6.24% Health Care 6.23% Utility 6.07% Consumer Defensive 5.41% Technology 4.54% Communication Services 2.66% Real Estate 2.57% Basic Materials 2.53% Debt Sector Allocation
Sector Value Corporate 11.55% Government 8.13% Cash Equivalent 2.98% Credit Quality
Rating Value A 3.21% AA 19.53% AAA 77.26% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | ICICIBANK6% ₹2,712 Cr 18,309,865
↓ -374,500 NTPC Ltd (Utilities)
Equity, Since 28 Feb 17 | 5325556% ₹2,493 Cr 74,574,915 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | MARUTI5% ₹2,163 Cr 1,715,417 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 22 | RELIANCE5% ₹2,062 Cr 14,832,605
↑ 3,514,713 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 May 16 | SUNPHARMA4% ₹2,001 Cr 11,723,757 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | HDFCBANK4% ₹1,955 Cr 9,687,952 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 21 | 5322154% ₹1,660 Cr 15,534,275
↑ 1,837,500 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Jan 23 | 5403763% ₹1,319 Cr 3,090,730
↑ 100 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 28 Feb 18 | 5323433% ₹1,192 Cr 4,255,345 Infosys Ltd (Technology)
Equity, Since 30 Jun 16 | INFY3% ₹1,131 Cr 7,492,013
↑ 2,593,931 3. 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 (17 Sep 25) ₹38.41 ↑ 0.12 (0.31 %) Net Assets (Cr) ₹1,258 on 31 Jul 25 Category Hybrid - Hybrid Equity AMC BOI AXA Investment Mngrs Private Ltd Rating Risk Moderately High Expense Ratio 2.27 Sharpe Ratio -0.39 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 Aug 20 ₹10,000 31 Aug 21 ₹16,993 31 Aug 22 ₹17,138 31 Aug 23 ₹20,673 31 Aug 24 ₹30,490 31 Aug 25 ₹28,432 Returns for BOI AXA Mid and Small Cap Equity and Debt Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Sep 25 Duration Returns 1 Month 2.7% 3 Month 0.3% 6 Month 16.5% 1 Year -2.5% 3 Year 18.8% 5 Year 22.6% 10 Year 15 Year Since launch 15.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for BOI AXA Mid and Small Cap Equity and Debt Fund
Name Since Tenure Alok Singh 16 Feb 17 8.54 Yr. Data below for BOI AXA Mid and Small Cap Equity and Debt Fund as on 31 Jul 25
Asset Allocation
Asset Class Value Cash 15.99% Equity 69.56% Debt 14.45% Equity Sector Allocation
Sector Value Basic Materials 16.26% Financial Services 12.74% Industrials 11.73% Health Care 8.54% Technology 8.21% Consumer Cyclical 6.2% Consumer Defensive 3.94% Energy 1% Utility 0.94% Debt Sector Allocation
Sector Value Government 10.85% Corporate 10.78% Cash Equivalent 8.81% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity Coforge Ltd (Technology)
Equity, Since 31 May 20 | COFORGE4% ₹46 Cr 264,000 Jindal Stainless Ltd (Basic Materials)
Equity, Since 30 Sep 21 | JSL3% ₹39 Cr 566,000 Housing & Urban Development Corp Ltd (Financial Services)
Equity, Since 31 May 24 | HUDCO3% ₹34 Cr 1,580,000 Lloyds Metals & Energy Ltd (Basic Materials)
Equity, Since 28 Feb 25 | 5124553% ₹33 Cr 222,000 Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Jul 25 | 5322963% ₹32 Cr 150,000
↑ 150,000 PB Fintech Ltd (Financial Services)
Equity, Since 29 Feb 24 | 5433902% ₹26 Cr 145,000 Bharat Dynamics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 24 | BDL2% ₹26 Cr 159,000 Hindustan Copper Ltd (Basic Materials)
Equity, Since 31 Oct 24 | 5135992% ₹26 Cr 1,050,000 Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 31 Jul 23 | ERIS2% ₹25 Cr 138,000 Swan Corp Ltd (Industrials)
Equity, Since 31 Dec 23 | SWANENERGY2% ₹25 Cr 525,000
↑ 50,000 4. UTI Hybrid Equity Fund
UTI Hybrid Equity Fund
Growth Launch Date 2 Jan 95 NAV (17 Sep 25) ₹406.481 ↑ 1.06 (0.26 %) Net Assets (Cr) ₹6,422 on 31 Jul 25 Category Hybrid - Hybrid Equity AMC UTI Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio -0.42 Information Ratio 1.59 Alpha Ratio -0.36 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 31 Aug 20 ₹10,000 31 Aug 21 ₹14,730 31 Aug 22 ₹15,700 31 Aug 23 ₹18,107 31 Aug 24 ₹24,653 31 Aug 25 ₹24,051 Returns for UTI Hybrid Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Sep 25 Duration Returns 1 Month 2.1% 3 Month 1.1% 6 Month 10.6% 1 Year -0.4% 3 Year 16.4% 5 Year 19.8% 10 Year 15 Year Since launch 15% Historical performance (Yearly) on absolute basis
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for UTI Hybrid Equity Fund
Name Since Tenure V Srivatsa 24 Sep 09 15.95 Yr. Sunil Patil 5 Feb 18 7.57 Yr. Data below for UTI Hybrid Equity Fund as on 31 Jul 25
Asset Allocation
Asset Class Value Cash 2.48% Equity 69.01% Debt 28.51% Equity Sector Allocation
Sector Value Financial Services 23.12% Technology 6.89% Consumer Cyclical 6.45% Industrials 5.43% Health Care 4.94% Energy 4.93% Basic Materials 4.75% Communication Services 4.56% Consumer Defensive 4.54% Real Estate 1.74% Utility 1.64% Debt Sector Allocation
Sector Value Government 19.78% Corporate 8.49% Cash Equivalent 2.72% Credit Quality
Rating Value AA 1% AAA 99% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 29 Feb 20 | HDFCBANK7% ₹437 Cr 2,163,223
↓ -40,208 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 10 | ICICIBANK6% ₹358 Cr 2,418,644 6.92% Govt Stock 2039
Sovereign Bonds | -3% ₹224 Cr 2,200,000,000 Infosys Ltd (Technology)
Equity, Since 31 Mar 06 | INFY3% ₹216 Cr 1,429,346
↑ 97,419 ITC Ltd (Consumer Defensive)
Equity, Since 31 Aug 06 | ITC3% ₹172 Cr 4,164,106 7.23% Govt Stock 2039
Sovereign Bonds | -3% ₹168 Cr 1,600,000,000
↓ -700,000,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 19 | RELIANCE2% ₹151 Cr 1,085,588 7.18% Govt Stock 2037
Sovereign Bonds | -2% ₹149 Cr 1,425,000,000 7.32% Govt Stock 2030
Sovereign Bonds | -2% ₹126 Cr 1,200,000,000 InterGlobe Aviation Ltd (Industrials)
Equity, Since 30 Nov 22 | INDIGO2% ₹126 Cr 213,657 5. Nippon India Equity Hybrid Fund
Nippon India Equity Hybrid Fund
Growth Launch Date 8 Jun 05 NAV (17 Sep 25) ₹106.536 ↑ 0.21 (0.20 %) Net Assets (Cr) ₹3,936 on 31 Jul 25 Category Hybrid - Hybrid Equity AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.98 Sharpe Ratio -0.31 Information Ratio 1.26 Alpha Ratio 0.72 Min Investment 500 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 Aug 20 ₹10,000 31 Aug 21 ₹14,500 31 Aug 22 ₹15,355 31 Aug 23 ₹17,701 31 Aug 24 ₹23,370 31 Aug 25 ₹23,206 Returns for Nippon India Equity Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Sep 25 Duration Returns 1 Month 2.6% 3 Month 3.2% 6 Month 13.7% 1 Year 1.5% 3 Year 16% 5 Year 19.2% 10 Year 15 Year Since launch 12.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for Nippon India Equity Hybrid Fund
Name Since Tenure Meenakshi Dawar 10 Sep 21 3.98 Yr. Kinjal Desai 25 May 18 7.27 Yr. Sushil Budhia 1 Feb 20 5.58 Yr. Data below for Nippon India Equity Hybrid Fund as on 31 Jul 25
Asset Allocation
Asset Class Value Cash 4.92% Equity 76.18% Debt 18.9% Equity Sector Allocation
Sector Value Financial Services 24.95% Industrials 10.28% Consumer Cyclical 7.55% Technology 6.31% Health Care 5.19% Utility 4.25% Real Estate 3.87% Energy 3.77% Communication Services 3.62% Consumer Defensive 3.58% Basic Materials 2.81% Debt Sector Allocation
Sector Value Corporate 12.02% Government 6.88% Cash Equivalent 4.92% Credit Quality
Rating Value A 3.1% AA 46.48% AAA 50.43% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK6% ₹239 Cr 1,182,356 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 12 | ICICIBANK5% ₹183 Cr 1,236,000
↓ -14,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 13 | LT3% ₹129 Cr 354,838 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 19 | BHARTIARTL3% ₹122 Cr 635,000
↓ -30,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 14 | RELIANCE3% ₹112 Cr 806,000 Infosys Ltd (Technology)
Equity, Since 28 Feb 11 | INFY3% ₹110 Cr 730,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 5322153% ₹100 Cr 933,200 NTPC Ltd (Utilities)
Equity, Since 31 Aug 20 | 5325552% ₹94 Cr 2,800,620 State Bank of India (Financial Services)
Equity, Since 31 Jul 16 | SBIN2% ₹80 Cr 1,010,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Aug 20 | M&M2% ₹75 Cr 235,000
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Research Highlights for JM Equity Hybrid Fund