Top 5 Balanced Equity Funds for SIP 2026

Updated on September 6, 2026 , 6196 views

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 Funds. For better results, investors can consider these shortlisted best balanced equity funds for SIP investment.

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Fund Selection Methodology used to find 5 funds

Category: Hybrid
Sub-category: Hybrid%20Equity
Investment Option: SIP
AUM Range: 100 to 1000000 Cr
Sorted On : 3-year return (high to low)
Tags: fcpro
No Of Funds: 5

Top 5 Best Performing Balanced Equity Funds for SIP Investment FY 26 - 27

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
Sundaram Equity Hybrid Fund Growth	₹135.137 ↑ 0.78	₹1,954	100	0.5	10.5	27.1	16	14.2
BOI AXA Mid and Small Cap Equity and Debt Fund Growth	₹43.48 ↑ 0.19	₹1,841	1,000	9.1	16.1	15.4	15.9	13.9	-0.9
IDBI Hybrid Equity Fund Growth	₹17.1253 ↓ -0.01	₹179	500	7.8	9.8	12.1	14.4	7.1
Baroda Pioneer Hybrid Equity Fund Growth	₹81.2894 ↑ 0.36	₹389	500	-3.5	-0.8	14.8	14.3	11.2
Bandhan Hybrid Equity Fund Growth	₹27.981 ↓ -0.02	₹2,184	100	6.5	6.9	7.6	12.9	10.5	7.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Dec 21

Research Highlights & Commentary of 5 Funds showcased

Commentary	Sundaram Equity Hybrid Fund	BOI AXA Mid and Small Cap Equity and Debt Fund	IDBI Hybrid Equity Fund	Baroda Pioneer Hybrid Equity Fund	Bandhan Hybrid Equity Fund
Point 1	Upper mid AUM (₹1,954 Cr).	Lower mid AUM (₹1,841 Cr).	Bottom quartile AUM (₹179 Cr).	Bottom quartile AUM (₹389 Cr).	Highest AUM (₹2,184 Cr).
Point 2	Oldest track record among peers (26 yrs).	Established history (10+ yrs).	Established history (9+ yrs).	Established history (23+ yrs).	Established history (9+ yrs).
Point 3	Rating: 2★ (upper mid).	Not Rated.	Not Rated.	Top 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.
Point 5	5Y return: 14.20% (top quartile).	5Y return: 13.91% (upper mid).	5Y return: 7.09% (bottom quartile).	5Y return: 11.17% (lower mid).	5Y return: 10.49% (bottom quartile).
Point 6	3Y return: 16.03% (top quartile).	3Y return: 15.88% (upper mid).	3Y return: 14.43% (lower mid).	3Y return: 14.26% (bottom quartile).	3Y return: 12.91% (bottom quartile).
Point 7	1Y return: 27.10% (top quartile).	1Y return: 15.42% (upper mid).	1Y return: 12.06% (bottom quartile).	1Y return: 14.82% (lower mid).	1Y return: 7.59% (bottom quartile).
Point 8	1M return: 1.80% (lower mid).	1M return: 2.43% (top quartile).	1M return: 2.10% (upper mid).	1M return: -2.79% (bottom quartile).	1M return: -1.48% (bottom quartile).
Point 9	Alpha: 5.81 (lower mid).	Alpha: 0.00 (bottom quartile).	Alpha: -0.26 (bottom quartile).	Alpha: 6.53 (top quartile).	Alpha: 5.97 (upper mid).
Point 10	Sharpe: 2.64 (top quartile).	Sharpe: 0.32 (bottom quartile).	Sharpe: 1.03 (lower mid).	Sharpe: 2.59 (upper mid).	Sharpe: 0.05 (bottom quartile).

Sundaram Equity Hybrid Fund

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

BOI AXA Mid and Small Cap Equity and Debt Fund

Lower mid AUM (₹1,841 Cr).
Established history (10+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 13.91% (upper mid).
3Y return: 15.88% (upper mid).
1Y return: 15.42% (upper mid).
1M return: 2.43% (top quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.32 (bottom quartile).

IDBI Hybrid Equity Fund

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

Baroda Pioneer Hybrid Equity Fund

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

Bandhan Hybrid Equity Fund

Highest AUM (₹2,184 Cr).
Established history (9+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 10.49% (bottom quartile).
3Y return: 12.91% (bottom quartile).
1Y return: 7.59% (bottom quartile).
1M return: -1.48% (bottom quartile).
Alpha: 5.97 (upper mid).
Sharpe: 0.05 (bottom quartile).

About the Fincash Research Team

At Fincash, our mission is to help investors make informed, confident decisions. With over 10 years in Mutual Fund distribution, our team blends deep industry expertise with a commitment to transparency, accuracy, and investor education.

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Data specialists processing NAVs, allocations, and risk metrics from Morning Star.

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Screening: Returns, manager track record, expenses, sector mix, risk-adjusted metrics.
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Updates: Regular refreshes so performance data reflects current market conditions.

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Disclaimer

Content is for educational and informational purposes only and is not investment advice. Please consider your risk profile and consult a financial advisor before investing.

*Above is list of best Balanced Equity funds having AUM/Net Assets above 100 Crore. Sorted on Last 3 Year Return.

1. Sundaram Equity Hybrid Fund

(Erstwhile Sundaram Balanced Fund)

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

Research Highlights for Sundaram Equity Hybrid Fund

Upper mid AUM (₹1,954 Cr).
Oldest track record among peers (26 yrs).
Rating: 2★ (upper mid).
Risk profile: Moderately High.
5Y return: 14.20% (top quartile).
3Y return: 16.03% (top quartile).
1Y return: 27.10% (top quartile).
1M return: 1.80% (lower mid).
Alpha: 5.81 (lower mid).
Sharpe: 2.64 (top quartile).
Information ratio: -0.12 (bottom quartile).

Below is the key information for Sundaram Equity Hybrid Fund

Sundaram Equity Hybrid Fund Growth
Launch Date	23 Jun 00
NAV (31 Dec 21)	₹135.137 ↑ 0.78 (0.58 %)
Net Assets (Cr)	₹1,954 on 30 Nov 21
Category	Hybrid - Hybrid Equity
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆
Risk	Moderately High
Expense Ratio	2.18
Sharpe Ratio	2.64
Information Ratio	-0.12
Alpha Ratio	5.81
Min Investment	5,000
Min SIP Investment	100
Exit Load	0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

Date	Value

Sundaram Equity Hybrid Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710 Invest Now

Returns for Sundaram Equity Hybrid Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Dec 21

Duration	Returns
1 Month	1.8%
3 Month	0.5%
6 Month	10.5%
1 Year	27.1%
3 Year	16%
5 Year	14.2%
10 Year
15 Year
Since launch	12.8%

Historical performance (Yearly) on absolute basis

Year	Returns
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

2. BOI AXA Mid and Small Cap Equity and Debt Fund

(Erstwhile BOI AXA Mid Cap Equity And Debt Fund)

The scheme's objective is to provide capital appreciation and income distribution to investors from a portfolio constituting of mid cap equity and equity related securities as well as fixed income securities.However there can be no assurance that the investment objectives of the Scheme will be realized

Research Highlights for BOI AXA Mid and Small Cap Equity and Debt Fund

Lower mid AUM (₹1,841 Cr).
Established history (10+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 13.91% (upper mid).
3Y return: 15.88% (upper mid).
1Y return: 15.42% (upper mid).
1M return: 2.43% (top quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.32 (bottom quartile).
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 (08 Sep 26)	₹43.48 ↑ 0.19 (0.44 %)
Net Assets (Cr)	₹1,841 on 31 Jul 26
Category	Hybrid - Hybrid Equity
AMC	BOI AXA Investment Mngrs Private Ltd
Rating	Not Rated
Risk	Moderately High
Expense Ratio	2.27
Sharpe Ratio	0.32
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 21	₹10,000
31 Aug 22	₹10,086
31 Aug 23	₹12,166
31 Aug 24	₹17,942
31 Aug 25	₹16,731
31 Aug 26	₹19,518

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

Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080 Invest Now

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

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Dec 21

Duration	Returns
1 Month	2.4%
3 Month	9.1%
6 Month	16.1%
1 Year	15.4%
3 Year	15.9%
5 Year	13.9%
10 Year
15 Year
Since launch	15.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	-0.9%
2023	25.8%
2022	33.7%
2021	-4.8%
2020	54.5%
2019	31.1%
2018	-4.7%
2017	-14.2%
2016	47.1%
2015

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

Name	Since	Tenure
Alok Singh	16 Feb 17	9.54 Yr.

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

Asset Allocation

Asset Class	Value
Cash	18.74%
Equity	67.83%
Debt	13.43%

Equity Sector Allocation

Sector	Value
Financial Services	14.17%
Industrials	12.81%
Health Care	11.36%
Consumer Cyclical	8.73%
Basic Materials	7.58%
Technology	5.85%
Consumer Defensive	3.88%
Energy	1.22%
Real Estate	0.94%
Utility	0.64%
Communication Services	0.39%

Debt Sector Allocation

Sector	Value
Corporate	14.33%
Cash Equivalent	11.46%
Government	6.37%

Credit Quality

Rating	Value
AA	5.14%
AAA	94.86%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Abbott India Ltd (Healthcare) Equity, Since 31 Jan 23 \| ABBOTINDIA	2%	₹42 Cr	15,000
Bank of Maharashtra (Financial Services) Equity, Since 31 May 24 \| MAHABANK	2%	₹40 Cr	5,000,000 ↑ 1,090,000
Mankind Pharma Ltd (Healthcare) Equity, Since 30 Jun 26 \| MANKIND	2%	₹40 Cr	160,000 ↑ 60,000
UNO Minda Ltd (Consumer Cyclical) Equity, Since 31 Jul 19 \| UNOMINDA	2%	₹39 Cr	331,037
Shreeji Shipping Global Ltd (Industrials) Equity, Since 31 Aug 25 \| SHREEJISPG	2%	₹38 Cr	590,000 ↓ -10,000
Aurobindo Pharma Ltd (Healthcare) Equity, Since 31 Jan 26 \| AUROPHARMA	2%	₹38 Cr	240,000
The Federal Bank Ltd (Financial Services) Equity, Since 30 Jun 26 \| FEDERALBNK	2%	₹36 Cr	1,010,004 ↑ 585,004
Balrampur Chini Mills Ltd (Consumer Defensive) Equity, Since 31 Jan 21 \| BALRAMCHIN	2%	₹35 Cr	598,000 ↑ 162,000
Nippon Life India Asset Management Ltd Ordinary Shares (Financial Services) Equity, Since 31 Jan 24 \| 540767	2%	₹35 Cr	300,000
Glenmark Pharmaceuticals Ltd (Healthcare) Equity, Since 31 Jul 25 \| 532296	2%	₹34 Cr	150,000

3. IDBI Hybrid Equity Fund

(Erstwhile IDBI Prudence Fund)

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

Research Highlights for IDBI Hybrid Equity Fund

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

Below is the key information for IDBI Hybrid Equity Fund

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

Growth of 10,000 investment over the years.

Date	Value

IDBI Hybrid Equity Fund SIP Returns

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

Returns for IDBI Hybrid Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Dec 21

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

Historical performance (Yearly) on absolute basis

Year	Returns
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015

Fund Manager information for IDBI Hybrid Equity Fund

Name	Since	Tenure

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

Asset Allocation

Asset Class	Value

Equity Sector Allocation

Sector	Value

Debt Sector Allocation

Sector	Value

Credit Quality

Rating	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

4. Baroda Pioneer Hybrid Equity Fund

(Erstwhile Baroda Pioneer Balance Fund)

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

Research Highlights for Baroda Pioneer Hybrid Equity Fund

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

Below is the key information for Baroda Pioneer Hybrid Equity Fund

Baroda Pioneer Hybrid Equity Fund Growth
Launch Date	12 Sep 03
NAV (11 Mar 22)	₹81.2894 ↑ 0.36 (0.45 %)
Net Assets (Cr)	₹389 on 31 Jan 22
Category	Hybrid - Hybrid Equity
AMC	Baroda Pioneer Asset Management Co. Ltd.
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	2.48
Sharpe Ratio	2.59
Information Ratio	-0.07
Alpha Ratio	6.53
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

Date	Value

Baroda Pioneer Hybrid Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518 Invest Now

Returns for Baroda Pioneer Hybrid Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Dec 21

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

Historical performance (Yearly) on absolute basis

Year	Returns
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015

Fund Manager information for Baroda Pioneer Hybrid Equity Fund

Name	Since	Tenure

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

Asset Allocation

Asset Class	Value

Equity Sector Allocation

Sector	Value

Debt Sector Allocation

Sector	Value

Credit Quality

Rating	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

5. Bandhan Hybrid Equity Fund

(Erstwhile IDFC Balanced Fund)

The Fund seeks to generate long term capital appreciation along with current income by investing in a mix of equity and equity related securities, debt securities and money market instruments. There is no assurance or guarantee that the objectives of the scheme will be realised.

Research Highlights for Bandhan Hybrid Equity Fund

Highest AUM (₹2,184 Cr).
Established history (9+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 10.49% (bottom quartile).
3Y return: 12.91% (bottom quartile).
1Y return: 7.59% (bottom quartile).
1M return: -1.48% (bottom quartile).
Alpha: 5.97 (upper mid).
Sharpe: 0.05 (bottom quartile).
Information ratio: 0.71 (top quartile).

Below is the key information for Bandhan Hybrid Equity Fund

Bandhan Hybrid Equity Fund Growth
Launch Date	30 Dec 16
NAV (08 Sep 26)	₹27.981 ↓ -0.02 (-0.07 %)
Net Assets (Cr)	₹2,184 on 30 Jun 26
Category	Hybrid - Hybrid Equity
AMC	IDFC Asset Management Company Limited
Rating	Not Rated
Risk	Moderately High
Expense Ratio	2.35
Sharpe Ratio	0.05
Information Ratio	0.71
Alpha Ratio	5.97
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 21	₹10,000
31 Aug 22	₹10,182
31 Aug 23	₹11,301
31 Aug 24	₹14,772
31 Aug 25	₹15,179
31 Aug 26	₹16,768

Bandhan Hybrid Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578 Invest Now

Returns for Bandhan Hybrid Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Dec 21

Duration	Returns
1 Month	-1.5%
3 Month	6.5%
6 Month	6.9%
1 Year	7.6%
3 Year	12.9%
5 Year	10.5%
10 Year
15 Year
Since launch	11.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	7.7%
2023	21%
2022	20.4%
2021	-1.1%
2020	30.8%
2019	13.9%
2018	4.7%
2017	-3.8%
2016	16.2%
2015

Fund Manager information for Bandhan Hybrid Equity Fund

Name	Since	Tenure
Harshal Joshi	28 Jul 21	5.1 Yr.
Brijesh Shah	10 Jun 24	2.22 Yr.
Prateek Poddar	7 Jun 24	2.23 Yr.
Ritika Behera	7 Oct 23	2.9 Yr.
Gaurav Satra	7 Jun 24	2.23 Yr.

Data below for Bandhan Hybrid Equity Fund as on 30 Jun 26

Asset Allocation

Asset Class	Value
Cash	4.05%
Equity	79.56%
Debt	16.37%
Other	0.02%

Equity Sector Allocation

Sector	Value
Financial Services	23.56%
Consumer Cyclical	13.26%
Technology	7.36%
Industrials	6.99%
Health Care	6.26%
Basic Materials	6.14%
Consumer Defensive	4.33%
Energy	4.06%
Utility	3.26%
Communication Services	2.72%
Real Estate	1.62%

Debt Sector Allocation

Sector	Value
Corporate	13.36%
Government	5.01%
Cash Equivalent	2.05%

Credit Quality

Rating	Value
AA	3.79%
AAA	96.21%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Bandhan Low Duration Dir Gr Investment Fund \| -	6%	₹151 Cr	35,739,309
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jul 24 \| ICICIBANK	6%	₹142 Cr	991,719 ↑ 32,515
HDFC Bank Ltd (Financial Services) Equity, Since 30 Jun 24 \| HDFCBANK	4%	₹106 Cr	1,418,014 ↑ 99,679
Reliance Industries Ltd (Energy) Equity, Since 30 Apr 20 \| RELIANCE	4%	₹98 Cr	748,094 ↑ 92,900
State Bank of India (Financial Services) Equity, Since 28 Feb 21 \| SBIN	3%	₹75 Cr	726,590 ↑ 70,807
NTPC Ltd (Utilities) Equity, Since 28 Feb 23 \| 532555	3%	₹68 Cr	1,944,414 ↑ 105,958
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 31 May 24 \| M&M	2%	₹54 Cr	159,285 ↑ 11,307
7.3% Govt Stock 2053 Sovereign Bonds \| -	2%	₹54 Cr	5,500,000 ↑ 3,000,000
Bajaj Housing Finance Limited Debentures \| -	2%	₹50 Cr	5,000,000 ↑ 5,000,000
Bajaj Finserv Ltd (Financial Services) Equity, Since 31 Mar 25 \| 532978	2%	₹50 Cr	246,773 ↑ 14,646

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.