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Top 10 Best Performing Balanced Funds or Hybrid Funds for 2022

Fincash » Mutual Funds » Top Balanced Funds 2018

Top 10 Best Performing Balanced Funds for 2022

Updated on February 29, 2024 , 417 views

Balanced Fund enjoys the benefits of both the instruments such as equity and debt. These schemes invest their fund money in both equity as well as fixed Income proportion which is pre-determined and may or may not change. These schemes offer investors the combination of both Capital appreciation as well as regular income. These schemes are also known as hybrid funds and are classified into two categories depending on the Underlying equity investment. Since the balanced funds have equity investments their returns are not fixed. In the year 2022, the performance of balanced funds has been amazingly good. A number of schemes have posted good returns in 2022. So, let us have a look at the performance of top 10 best-balanced funds for 2022 based on their performance or returns.

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Top 10 Performing Balanced Funds for the year 2022 Based on Performance

FundNAVNet Assets (Cr)2023 (%)2022 (%)2021 (%)2020 (%)2019 (%)
JM Equity Hybrid Fund Growth ₹107.858
↑ 0.94
₹16733.88.122.930.5-8.1
BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹32.94
↑ 0.23
₹63633.7-4.854.531.1-4.7
HDFC Balanced Advantage Fund Growth ₹453.86
↑ 4.72
₹77,01131.318.826.47.66.9
UTI Multi Asset Fund Growth ₹63.2706
↑ 0.52
₹1,15229.14.411.813.13.9
ICICI Prudential Equity and Debt Fund Growth ₹333.36
↑ 3.93
₹31,19628.211.741.799.3
UTI Hybrid Equity Fund Growth ₹342.655
↑ 3.43
₹5,29225.55.630.513.22.5
Edelweiss Multi Asset Allocation Fund Growth ₹53.95
↑ 0.65
₹1,26625.45.327.112.710.4
DSP BlackRock Equity and Bond Fund Growth ₹292.598
↑ 1.83
₹8,84525.3-2.724.21714.2
SBI Multi Asset Allocation Fund Growth ₹49.8284
↑ 0.23
₹3,62724.461314.210.6
L&T Hybrid Equity Fund Growth ₹47.0511
↑ 0.45
₹5,15724.3-3.723.113.66.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Mar 24

Best Performing Schemes Under Balanced Fund Category for 2022

1. JM Equity Hybrid Fund

(Erstwhile JM Balanced Fund)

To provide steady current income as well as long term growth of capital.

JM Equity Hybrid Fund is a Hybrid - Hybrid Equity fund was launched on 1 Apr 95. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.7% since its launch.  Ranked 35 in Hybrid Equity category.  Return for 2023 was 33.8% , 2022 was 8.1% and 2021 was 22.9% .

Below is the key information for JM Equity Hybrid Fund

JM Equity Hybrid Fund
Growth
Launch Date 1 Apr 95
NAV (01 Mar 24) ₹107.858 ↑ 0.94   (0.88 %)
Net Assets (Cr) ₹167 on 31 Jan 24
Category Hybrid - Hybrid Equity
AMC JM Financial Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.46
Sharpe Ratio 3.22
Information Ratio 1.61
Alpha Ratio 21.18
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.

DateValue
28 Feb 19₹10,000
29 Feb 20₹8,868
28 Feb 21₹12,738
28 Feb 22₹14,333
28 Feb 23₹15,711
29 Feb 24₹23,438

JM Equity Hybrid Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656
Invest Now

Returns for JM Equity Hybrid Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Mar 24

DurationReturns
1 Month 3.8%
3 Month 15.3%
6 Month 24.5%
1 Year 49.3%
3 Year 22.5%
5 Year 18.7%
10 Year
15 Year
Since launch 12.7%
Historical performance (Yearly) on absolute basis
YearReturns
2023 33.8%
2022 8.1%
2021 22.9%
2020 30.5%
2019 -8.1%
2018 1.7%
2017 18.5%
2016 3%
2015 -0.2%
2014 33.4%
Fund Manager information for JM Equity Hybrid Fund
NameSinceTenure
Asit Bhandarkar31 Dec 212.09 Yr.
Gurvinder Wasan1 Dec 221.17 Yr.
Chaitanya Choksi20 Aug 212.45 Yr.

Data below for JM Equity Hybrid Fund as on 31 Jan 24

Asset Allocation
Asset ClassValue
Cash2.69%
Equity79.25%
Debt18.06%
Equity Sector Allocation
SectorValue
Financial Services16.98%
Consumer Cyclical16.24%
Industrials13.67%
Basic Materials8.01%
Real Estate5.02%
Technology4.86%
Consumer Defensive4.75%
Health Care4.28%
Utility2.4%
Energy2.22%
Communication Services0.83%
Debt Sector Allocation
SectorValue
Government14.42%
Corporate3.64%
Cash Equivalent2.69%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.37% Govt Stock 2028
Sovereign Bonds | -
4%₹6 Cr600,000
Sobha Ltd (Real Estate)
Equity, Since 30 Sep 23 | SOBHA
4%₹5 Cr50,239
↑ 7,000
Tata Motors Ltd Class A (Consumer Cyclical)
Equity, Since 31 Jul 23 | TATAMTRDVR
3%₹5 Cr91,000
Voltas Ltd (Industrials)
Equity, Since 31 Oct 23 | VOLTAS
3%₹4 Cr45,000
↑ 30,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 21 | ICICIBANK
3%₹4 Cr44,100
↑ 11,000
Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | BAJAJ-AUTO
3%₹4 Cr6,000
↓ -1,500
REC Ltd (Financial Services)
Equity, Since 30 Nov 22 | RECLTD
3%₹4 Cr90,000
Thermax Ltd (Industrials)
Equity, Since 31 Dec 23 | THERMAX
3%₹4 Cr12,000
↑ 12,000
7.1% Govt Stock 2029
Sovereign Bonds | -
3%₹3 Cr350,000
Steel Authority Of India Ltd (Basic Materials)
Equity, Since 31 Dec 23 | SAIL
3%₹3 Cr280,000
↑ 280,000

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

BOI AXA Mid and Small Cap Equity and Debt Fund is a Hybrid - Hybrid Equity fund was launched on 20 Jul 16. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.9% since its launch.  Return for 2023 was 33.7% , 2022 was -4.8% and 2021 was 54.5% .

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 (01 Mar 24) ₹32.94 ↑ 0.23   (0.70 %)
Net Assets (Cr) ₹636 on 31 Jan 24
Category Hybrid - Hybrid Equity
AMC BOI AXA Investment Mngrs Private Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 2.58
Sharpe Ratio 2.51
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.

DateValue
28 Feb 19₹10,000
29 Feb 20₹10,597
28 Feb 21₹13,621
28 Feb 22₹18,202
28 Feb 23₹18,558
29 Feb 24₹27,100

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

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691
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 1 Mar 24

DurationReturns
1 Month 2.3%
3 Month 8.9%
6 Month 21%
1 Year 45.5%
3 Year 25.4%
5 Year 22%
10 Year
15 Year
Since launch 16.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 33.7%
2022 -4.8%
2021 54.5%
2020 31.1%
2019 -4.7%
2018 -14.2%
2017 47.1%
2016
2015
2014
Fund Manager information for BOI AXA Mid and Small Cap Equity and Debt Fund
NameSinceTenure
Alok Singh16 Feb 176.96 Yr.

Data below for BOI AXA Mid and Small Cap Equity and Debt Fund as on 31 Jan 24

Asset Allocation
Asset ClassValue
Cash17.05%
Equity71.52%
Debt11.44%
Equity Sector Allocation
SectorValue
Financial Services20.28%
Basic Materials11.81%
Industrials10.56%
Consumer Cyclical8.94%
Health Care7.77%
Technology4.7%
Consumer Defensive4.12%
Utility1.67%
Energy1.43%
Real Estate0.22%
Debt Sector Allocation
SectorValue
Government12.25%
Cash Equivalent9.9%
Corporate6.34%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Union Bank of India (Financial Services)
Equity, Since 30 Nov 22 | 532477
5%₹27 Cr2,258,986
Jindal Stainless Ltd (Basic Materials)
Equity, Since 30 Sep 21 | JSL
4%₹23 Cr409,000
↓ -118,000
Power Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 23 | PFC
4%₹22 Cr570,000
↓ -73,750
UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Jul 19 | UNOMINDA
3%₹18 Cr260,000
REC Ltd (Financial Services)
Equity, Since 30 Sep 23 | RECLTD
3%₹17 Cr422,000
↓ -78,000
Power Grid Corporation Of India Limited
Debentures | -
2%₹15 Cr150,000,000
Astral Ltd (Industrials)
Equity, Since 30 Jun 17 | ASTRAL
2%₹14 Cr72,000
7.26% Govt Stock 2033
Sovereign Bonds | -
2%₹13 Cr1,300,000
Kotak Mahindra Bank Ltd.
Debentures | -
2%₹13 Cr1,350,000
↑ 1,350,000
7.18% Govt Stock 2033
Sovereign Bonds | -
2%₹12 Cr1,166,000

3. HDFC Balanced Advantage Fund

(Erstwhile HDFC Growth Fund and HDFC Prudence Fund)

Aims to generate long term capital appreciation from a portfolio that is invested predominantly in equity and equity related instruments.

HDFC Balanced Advantage Fund is a Hybrid - Dynamic Allocation fund was launched on 11 Sep 00. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.5% since its launch.  Ranked 23 in Dynamic Allocation category.  Return for 2023 was 31.3% , 2022 was 18.8% and 2021 was 26.4% .

Below is the key information for HDFC Balanced Advantage Fund

HDFC Balanced Advantage Fund
Growth
Launch Date 11 Sep 00
NAV (01 Mar 24) ₹453.86 ↑ 4.72   (1.05 %)
Net Assets (Cr) ₹77,011 on 31 Jan 24
Category Hybrid - Dynamic Allocation
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.61
Sharpe Ratio 2.89
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 19₹10,000
29 Feb 20₹10,153
28 Feb 21₹13,049
28 Feb 22₹15,096
28 Feb 23₹17,399
29 Feb 24₹24,443

HDFC Balanced Advantage Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520
Invest Now

Returns for HDFC Balanced Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Mar 24

DurationReturns
1 Month 1.2%
3 Month 12%
6 Month 21.2%
1 Year 40.5%
3 Year 23.3%
5 Year 19.6%
10 Year
15 Year
Since launch 18.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 31.3%
2022 18.8%
2021 26.4%
2020 7.6%
2019 6.9%
2018 -3.1%
2017 27.9%
2016 9.4%
2015 0.3%
2014 51.8%
Fund Manager information for HDFC Balanced Advantage Fund
NameSinceTenure
Anil Bamboli29 Jul 221.51 Yr.
Gopal Agrawal29 Jul 221.51 Yr.
Arun Agarwal6 Oct 221.32 Yr.
Srinivasan Ramamurthy29 Jul 221.51 Yr.
Nirman Morakhia15 Feb 230.96 Yr.
Dhruv Muchhal22 Jun 230.61 Yr.

Data below for HDFC Balanced Advantage Fund as on 31 Jan 24

Asset Allocation
Asset ClassValue
Cash12.55%
Equity61.04%
Debt26.4%
Equity Sector Allocation
SectorValue
Financial Services24.71%
Industrials11.05%
Energy8.5%
Utility6.64%
Technology3.92%
Consumer Cyclical3.71%
Health Care3.37%
Consumer Defensive2.8%
Communication Services1.83%
Basic Materials1.8%
Real Estate1.37%
Debt Sector Allocation
SectorValue
Government18.46%
Cash Equivalent11.68%
Corporate8.82%
Credit Quality
RatingValue
AA1.27%
AAA96.9%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 22 | HDFCBANK
6%₹4,648 Cr27,194,651
Coal India Ltd (Energy)
Equity, Since 31 Jan 18 | COALINDIA
4%₹3,057 Cr81,296,900
↓ -1,771,100
NTPC Ltd (Utilities)
Equity, Since 31 Aug 16 | NTPC
4%₹2,825 Cr90,806,178
↓ -500,000
7.38% Govt Stock 2027
Sovereign Bonds | -
4%₹2,750 Cr272,581,800
↑ 500,000
State Bank of India (Financial Services)
Equity, Since 31 May 07 | SBIN
4%₹2,610 Cr40,657,271
↑ 106,500
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
3%₹2,541 Cr25,497,324
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 12 | LT
3%₹1,959 Cr5,556,183
ITC Ltd (Consumer Defensive)
Equity, Since 30 Apr 18 | ITC
3%₹1,954 Cr42,276,926
Infosys Ltd (Technology)
Equity, Since 31 Oct 09 | INFY
3%₹1,837 Cr11,906,298
Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 17 | PFC
2%₹1,795 Cr46,912,162
↓ -2,462,999

4. 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.

UTI Multi Asset Fund is a Hybrid - Multi Asset fund was launched on 21 Oct 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.7% since its launch.  Ranked 34 in Multi Asset category.  Return for 2023 was 29.1% , 2022 was 4.4% and 2021 was 11.8% .

Below is the key information for UTI Multi Asset Fund

UTI Multi Asset Fund
Growth
Launch Date 21 Oct 08
NAV (01 Mar 24) ₹63.2706 ↑ 0.52   (0.84 %)
Net Assets (Cr) ₹1,152 on 31 Jan 24
Category Hybrid - Multi Asset
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.61
Sharpe Ratio 2.99
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.

DateValue
28 Feb 19₹10,000
29 Feb 20₹10,557
28 Feb 21₹12,121
28 Feb 22₹13,110
28 Feb 23₹13,709
29 Feb 24₹19,071

UTI Multi Asset Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual 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 1 Mar 24

DurationReturns
1 Month 3%
3 Month 11.3%
6 Month 21.6%
1 Year 39.1%
3 Year 16.3%
5 Year 13.8%
10 Year
15 Year
Since launch 12.7%
Historical performance (Yearly) on absolute basis
YearReturns
2023 29.1%
2022 4.4%
2021 11.8%
2020 13.1%
2019 3.9%
2018 -0.5%
2017 17.1%
2016 7.3%
2015 -3.7%
2014 22.7%
Fund Manager information for UTI Multi Asset Fund
NameSinceTenure
Sunil Patil1 Sep 212.42 Yr.
Sharwan Kumar Goyal12 Nov 212.22 Yr.

Data below for UTI Multi Asset Fund as on 31 Jan 24

Asset Allocation
Asset ClassValue
Cash11.08%
Equity56.89%
Debt13.96%
Other18.07%
Equity Sector Allocation
SectorValue
Consumer Cyclical17.94%
Industrials13.41%
Financial Services10.54%
Energy6.02%
Consumer Defensive5.37%
Utility5.05%
Health Care4.76%
Real Estate1.37%
Technology1.18%
Basic Materials0.49%
Debt Sector Allocation
SectorValue
Government13.03%
Cash Equivalent11.08%
Corporate0.93%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
UTI Gold ETF
- | -
18%₹194 Cr35,998,255
↑ 9,171,594
7.41% Govt Stock 2036
Sovereign Bonds | -
5%₹51 Cr500,000,000
7.18% Govt Stock 2037
Sovereign Bonds | -
5%₹50 Cr500,000,000
↑ 250,000,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 23 | LT
4%₹46 Cr130,740
↑ 3,298
NTPC Ltd (Utilities)
Equity, Since 31 Oct 22 | NTPC
4%₹40 Cr1,293,697
↑ 35,273
ITC Ltd (Consumer Defensive)
Equity, Since 31 Oct 22 | ITC
4%₹38 Cr814,415
Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 23 | AXISBANK
3%₹35 Cr318,408
↑ 23,785
Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 Jul 23 | TATAMOTORS
3%₹33 Cr418,327
↑ 11,932
Coal India Ltd (Energy)
Equity, Since 31 Oct 22 | COALINDIA
2%₹26 Cr684,557
↑ 18,694
6.54% Govt Stock 2032
Sovereign Bonds | -
2%₹24 Cr250,000,000

5. 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.

ICICI Prudential Equity and Debt Fund is a Hybrid - Hybrid Equity fund was launched on 3 Nov 99. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.5% since its launch.  Ranked 7 in Hybrid Equity category.  Return for 2023 was 28.2% , 2022 was 11.7% and 2021 was 41.7% .

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 (01 Mar 24) ₹333.36 ↑ 3.93   (1.19 %)
Net Assets (Cr) ₹31,196 on 31 Jan 24
Category Hybrid - Hybrid Equity
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.78
Sharpe Ratio 2.6
Information Ratio 2
Alpha Ratio 9.16
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.

DateValue
28 Feb 19₹10,000
29 Feb 20₹10,380
28 Feb 21₹13,615
28 Feb 22₹17,502
28 Feb 23₹18,941
29 Feb 24₹26,176

ICICI Prudential Equity and Debt Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033
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 1 Mar 24

DurationReturns
1 Month 2.9%
3 Month 12.3%
6 Month 20.3%
1 Year 38.2%
3 Year 24.3%
5 Year 21.2%
10 Year
15 Year
Since launch 15.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 28.2%
2022 11.7%
2021 41.7%
2020 9%
2019 9.3%
2018 -1.9%
2017 24.8%
2016 13.7%
2015 2.1%
2014 45.6%
Fund Manager information for ICICI Prudential Equity and Debt Fund
NameSinceTenure
Sankaran Naren7 Dec 158.16 Yr.
Manish Banthia19 Sep 1310.38 Yr.
Mittul Kalawadia29 Dec 203.09 Yr.
Akhil Kakkar22 Jan 240.03 Yr.
Sri Sharma30 Apr 212.76 Yr.
Sharmila D’mello31 Jul 221.51 Yr.

Data below for ICICI Prudential Equity and Debt Fund as on 31 Jan 24

Asset Allocation
Asset ClassValue
Cash9.42%
Equity73.85%
Debt16.73%
Equity Sector Allocation
SectorValue
Financial Services18.34%
Consumer Cyclical12.88%
Energy8.95%
Utility8.26%
Communication Services6.38%
Health Care4.62%
Technology4.33%
Industrials3.7%
Basic Materials3.26%
Real Estate1.69%
Consumer Defensive1.43%
Debt Sector Allocation
SectorValue
Government10.31%
Cash Equivalent9.36%
Corporate6.48%
Credit Quality
RatingValue
A4.66%
AA26.62%
AAA66.32%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
NTPC Ltd (Utilities)
Equity, Since 28 Feb 17 | NTPC
8%₹2,394 Cr76,932,803
↓ -2,700,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | ICICIBANK
7%₹2,092 Cr20,991,832
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 16 | BHARTIARTL
6%₹1,710 Cr16,569,480
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 22 | RELIANCE
4%₹1,314 Cr5,084,343
↑ 1,089,780
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | MARUTI
4%₹1,182 Cr1,147,441
↑ 113,241
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Apr 17 | 500312
4%₹1,082 Cr52,757,301
↓ -7,280,350
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 May 16 | SUNPHARMA
3%₹1,004 Cr7,973,496
↑ 950,388
Infosys Ltd (Technology)
Equity, Since 30 Jun 16 | INFY
3%₹896 Cr5,809,506
8.25% Govt Stock 2033
Sovereign Bonds | -
3%₹865 Cr85,279,550
↓ -10,000,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | HDFCBANK
3%₹859 Cr5,027,371
↓ -264,000

6. UTI Hybrid Equity Fund

(Erstwhile UTI Balanced Fund)

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

UTI Hybrid Equity Fund is a Hybrid - Hybrid Equity fund was launched on 2 Jan 95. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.2% since its launch.  Ranked 12 in Hybrid Equity category.  Return for 2023 was 25.5% , 2022 was 5.6% and 2021 was 30.5% .

Below is the key information for UTI Hybrid Equity Fund

UTI Hybrid Equity Fund
Growth
Launch Date 2 Jan 95
NAV (01 Mar 24) ₹342.655 ↑ 3.43   (1.01 %)
Net Assets (Cr) ₹5,292 on 31 Jan 24
Category Hybrid - Hybrid Equity
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.95
Sharpe Ratio 2.11
Information Ratio 1.47
Alpha Ratio 4.08
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.

DateValue
28 Feb 19₹10,000
29 Feb 20₹9,914
28 Feb 21₹12,767
28 Feb 22₹14,971
28 Feb 23₹16,007
29 Feb 24₹21,113

UTI Hybrid Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689
Invest Now

Returns for UTI Hybrid Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Mar 24

DurationReturns
1 Month 1.6%
3 Month 8.7%
6 Month 14.2%
1 Year 31.9%
3 Year 18.3%
5 Year 16.1%
10 Year
15 Year
Since launch 15.2%
Historical performance (Yearly) on absolute basis
YearReturns
2023 25.5%
2022 5.6%
2021 30.5%
2020 13.2%
2019 2.5%
2018 -5.6%
2017 25.7%
2016 8.8%
2015 2.4%
2014 32.8%
Fund Manager information for UTI Hybrid Equity Fund
NameSinceTenure
V Srivatsa24 Sep 0914.36 Yr.
Sunil Patil5 Feb 185.99 Yr.

Data below for UTI Hybrid Equity Fund as on 31 Jan 24

Asset Allocation
Asset ClassValue
Cash2.18%
Equity72.04%
Debt25.78%
Equity Sector Allocation
SectorValue
Financial Services23.01%
Consumer Cyclical10.73%
Technology7.34%
Health Care5.9%
Industrials5.78%
Basic Materials5.27%
Energy5.09%
Consumer Defensive3.61%
Communication Services1.99%
Utility1.98%
Real Estate1.35%
Debt Sector Allocation
SectorValue
Government16.16%
Corporate9.62%
Cash Equivalent2.18%
Credit Quality
RatingValue
AA8.33%
AAA91.67%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 29 Feb 20 | HDFCBANK
7%₹387 Cr2,267,016
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 10 | ICICIBANK
5%₹277 Cr2,782,126
↑ 39,554
7.26% Govt Stock 2033
Sovereign Bonds | -
5%₹251 Cr2,500,000,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 19 | RELIANCE
4%₹233 Cr901,799
↑ 196,137
Infosys Ltd (Technology)
Equity, Since 31 Mar 06 | INFY
4%₹224 Cr1,454,922
↓ -93,211
7.18% Govt Stock 2037
Sovereign Bonds | -
4%₹198 Cr2,000,000,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 12 | LT
3%₹178 Cr506,149
↓ -12,147
ITC Ltd (Consumer Defensive)
Equity, Since 31 Aug 06 | ITC
3%₹150 Cr3,254,420
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | M&M
2%₹129 Cr748,614
↓ -48,548
7.41% Govt Stock 2036
Sovereign Bonds | -
2%₹126 Cr1,250,000,000

7. Edelweiss Multi Asset Allocation Fund

(Erstwhile Edelweiss Prudent Advantage Fund)

The objective of the Scheme is to generate returns through capital appreciation by investing in diversified portfolio of equity and equity-related securities, fixed income instruments and Gold Exchange Traded Funds. However, there is no assurance that the investment objective of the Scheme will be realized.

Edelweiss Multi Asset Allocation Fund is a Hybrid - Multi Asset fund was launched on 12 Aug 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of since its launch.  Ranked 71 in Multi Asset category.  Return for 2023 was 25.4% , 2022 was 5.3% and 2021 was 27.1% .

Below is the key information for Edelweiss Multi Asset Allocation Fund

Edelweiss Multi Asset Allocation Fund
Growth
Launch Date 12 Aug 09
NAV (01 Mar 24) ₹53.95 ↑ 0.65   (1.22 %)
Net Assets (Cr) ₹1,266 on 31 Jan 24
Category Hybrid - Multi Asset
AMC Edelweiss Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.5
Sharpe Ratio 2.33
Information Ratio 1.85
Alpha Ratio 5.8
Min Investment 5,000
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
28 Feb 19₹10,000
29 Feb 20₹10,779
28 Feb 21₹13,104
28 Feb 22₹15,449
28 Feb 23₹16,484
29 Feb 24₹21,970

Edelweiss Multi Asset Allocation Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047
Invest Now

Returns for Edelweiss 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 1 Mar 24

DurationReturns
1 Month 2.1%
3 Month 9.7%
6 Month 16.8%
1 Year 33.3%
3 Year 18.8%
5 Year 17%
10 Year
15 Year
Since launch
Historical performance (Yearly) on absolute basis
YearReturns
2023 25.4%
2022 5.3%
2021 27.1%
2020 12.7%
2019 10.4%
2018 -0.1%
2017 26.1%
2016 0.2%
2015 2.2%
2014 38.4%
Fund Manager information for Edelweiss Multi Asset Allocation Fund
NameSinceTenure
Dhawal Dalal23 Nov 212.19 Yr.
Bhavesh Jain14 Oct 158.3 Yr.
Bharat Lahoti1 Oct 212.33 Yr.

Data below for Edelweiss Multi Asset Allocation Fund as on 31 Jan 24

Asset Allocation
Asset ClassValue
Cash14.65%
Equity73.1%
Debt12.25%
Other0.01%
Equity Sector Allocation
SectorValue
Financial Services22.15%
Consumer Cyclical8.48%
Technology6.84%
Industrials6.68%
Health Care6.62%
Consumer Defensive5.48%
Energy5.29%
Utility3.67%
Basic Materials3.11%
Communication Services2.35%
Real Estate1.22%
Debt Sector Allocation
SectorValue
Cash Equivalent12.34%
Government9.35%
Corporate5.19%
Securitized0.02%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Edelweiss Liquid Dir Gr
Investment Fund | -
9%₹104 Cr340,874
↑ 327,072
7.06% Govt Stock 2028
Sovereign Bonds | -
4%₹50 Cr5,000,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | ICICIBANK
4%₹48 Cr479,286
↑ 24,613
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 15 | HDFCBANK
4%₹43 Cr250,745
ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 16 | ITC
3%₹39 Cr839,944
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 16 | LT
3%₹35 Cr98,194
↑ 5,179
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 20 | RELIANCE
3%₹32 Cr122,750
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL
2%₹27 Cr265,565
NTPC Ltd (Utilities)
Equity, Since 30 Nov 21 | NTPC
2%₹26 Cr850,614
7.38% Govt Stock 2027
Sovereign Bonds | -
2%₹25 Cr2,500,000

8. DSP BlackRock Equity and Bond Fund

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

DSP BlackRock Equity and Bond Fund is a Hybrid - Hybrid Equity fund was launched on 27 May 99. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.6% since its launch.  Ranked 9 in Hybrid Equity category.  Return for 2023 was 25.3% , 2022 was -2.7% and 2021 was 24.2% .

Below is the key information for DSP BlackRock Equity and Bond Fund

DSP BlackRock Equity and Bond Fund
Growth
Launch Date 27 May 99
NAV (01 Mar 24) ₹292.598 ↑ 1.83   (0.63 %)
Net Assets (Cr) ₹8,845 on 31 Jan 24
Category Hybrid - Hybrid Equity
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.84
Sharpe Ratio 2.12
Information Ratio 0.04
Alpha Ratio 5.36
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.

DateValue
28 Feb 19₹10,000
29 Feb 20₹11,739
28 Feb 21₹14,155
28 Feb 22₹15,873
28 Feb 23₹16,194
29 Feb 24₹20,566

DSP BlackRock Equity and Bond Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579
Invest Now

Returns for DSP BlackRock Equity and Bond Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Mar 24

DurationReturns
1 Month 0.7%
3 Month 5.5%
6 Month 10%
1 Year 26.8%
3 Year 13.2%
5 Year 15.5%
10 Year
15 Year
Since launch 14.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 25.3%
2022 -2.7%
2021 24.2%
2020 17%
2019 14.2%
2018 -5.1%
2017 27.6%
2016 8.3%
2015 4.8%
2014 45%
Fund Manager information for DSP BlackRock Equity and Bond Fund
NameSinceTenure
Kedar Karnik1 Jul 230.59 Yr.
Rohit Singhania1 Dec 230.17 Yr.
Dhaval Gada1 Sep 221.42 Yr.

Data below for DSP BlackRock Equity and Bond Fund as on 31 Jan 24

Asset Allocation
Asset ClassValue
Cash2.9%
Equity72.75%
Debt24.35%
Equity Sector Allocation
SectorValue
Financial Services26.56%
Industrials11.92%
Basic Materials8.81%
Consumer Cyclical7.41%
Consumer Defensive7.26%
Technology6.6%
Health Care4.19%
Debt Sector Allocation
SectorValue
Government13.21%
Corporate12.47%
Cash Equivalent1.58%
Credit Quality
RatingValue
AA6.77%
AAA93.23%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | BAJFINANCE
6%₹505 Cr689,114
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 14 | HDFCBANK
4%₹390 Cr2,281,829
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 15 | ICICIBANK
4%₹333 Cr3,339,395
↑ 655,529
7.59% Govt Stock 2026
Sovereign Bonds | -
3%₹288 Cr27,500,000
7.18% Govt Stock 2033
Sovereign Bonds | -
3%₹255 Cr24,800,000
↑ 10,000,000
Bharat Electronics Ltd (Industrials)
Equity, Since 31 May 22 | BEL
3%₹246 Cr13,332,157
↓ -3,395,329
Apar Industries Ltd (Industrials)
Equity, Since 31 Dec 22 | APARINDS
3%₹244 Cr402,559
↓ -129,223
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 18 | DMART
3%₹241 Cr590,752
Power Finance Corp Ltd (Financial Services)
Equity, Since 31 Aug 23 | PFC
3%₹225 Cr5,880,869
↓ -1,083,585
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | AXISBANK
3%₹225 Cr2,041,173
↓ -114,436

9. 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.

SBI Multi Asset Allocation Fund is a Hybrid - Multi Asset fund was launched on 21 Dec 05. It is a fund with Moderate risk and has given a CAGR/Annualized return of 9.2% since its launch.  Ranked 11 in Multi Asset category.  Return for 2023 was 24.4% , 2022 was 6% and 2021 was 13% .

Below is the key information for SBI Multi Asset Allocation Fund

SBI Multi Asset Allocation Fund
Growth
Launch Date 21 Dec 05
NAV (01 Mar 24) ₹49.8284 ↑ 0.23   (0.47 %)
Net Assets (Cr) ₹3,627 on 31 Jan 24
Category Hybrid - Multi Asset
AMC SBI Funds Management Private Limited
Rating
Risk Moderate
Expense Ratio 1.8
Sharpe Ratio 2.76
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.

DateValue
28 Feb 19₹10,000
29 Feb 20₹10,899
28 Feb 21₹12,654
28 Feb 22₹14,184
28 Feb 23₹14,736
29 Feb 24₹18,963

SBI Multi Asset Allocation Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual 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 1 Mar 24

DurationReturns
1 Month 0.2%
3 Month 5.5%
6 Month 11.8%
1 Year 28.7%
3 Year 14.4%
5 Year 13.7%
10 Year
15 Year
Since launch 9.2%
Historical performance (Yearly) on absolute basis
YearReturns
2023 24.4%
2022 6%
2021 13%
2020 14.2%
2019 10.6%
2018 0.4%
2017 10.9%
2016 8.7%
2015 9.9%
2014 17.3%
Fund Manager information for SBI Multi Asset Allocation Fund
NameSinceTenure
Dinesh Balachandran31 Oct 212.25 Yr.
Mansi Sajeja1 Dec 230.17 Yr.
Pradeep Kesavan1 Dec 230.17 Yr.
Vandna Soni1 Jan 240.08 Yr.

Data below for SBI Multi Asset Allocation Fund as on 31 Jan 24

Asset Allocation
Asset ClassValue
Cash16.9%
Equity42.63%
Debt28.72%
Other10.85%
Equity Sector Allocation
SectorValue
Financial Services12.05%
Technology7.15%
Industrials3.59%
Health Care3.58%
Basic Materials3.56%
Utility3.31%
Real Estate3.26%
Consumer Defensive2.78%
Consumer Cyclical2.5%
Communication Services0.84%
Debt Sector Allocation
SectorValue
Corporate19.49%
Cash Equivalent13.8%
Government10.31%
Securitized2.92%
Credit Quality
RatingValue
AA40.64%
AAA54.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
SBI Gold ETF
- | -
11%₹379 Cr69,216,000
Embassy Office Parks Reit
Unlisted bonds | -
3%₹100 Cr2,900,000
↑ 153,464
7.3% Govt Stock 2053
Sovereign Bonds | -
3%₹99 Cr10,000,000
↓ -2,500,000
Tata Projects Limited
Debentures | -
2%₹85 Cr8,500
Tata Technologies Ltd (Technology)
Equity, Since 30 Nov 23 | 544028
2%₹83 Cr711,574
7.18% Govt Stock 2033
Sovereign Bonds | -
2%₹75 Cr7,500,000
↑ 2,500,000
Muthoot Finance Ltd.
Debentures | -
2%₹75 Cr7,500
Godrej Industries Limited
Debentures | -
2%₹75 Cr7,500
Wipro Ltd (Technology)
Equity, Since 15 Jan 24 | 507685
2%₹74 Cr1,500,000
↑ 1,500,000
GAIL (India) Ltd (Utilities)
Equity, Since 31 Mar 21 | 532155
2%₹72 Cr4,350,297

10. L&T Hybrid Equity Fund

(Erstwhile L&T India Prudence Fund)

To seek to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities and to generate reasonable returns through a portfolio of debt and money market instruments

L&T Hybrid Equity Fund is a Hybrid - Hybrid Equity fund was launched on 7 Feb 11. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.5% since its launch.  Ranked 5 in Hybrid Equity category.  Return for 2023 was 24.3% , 2022 was -3.7% and 2021 was 23.1% .

Below is the key information for L&T Hybrid Equity Fund

L&T Hybrid Equity Fund
Growth
Launch Date 7 Feb 11
NAV (01 Mar 24) ₹47.0511 ↑ 0.45   (0.97 %)
Net Assets (Cr) ₹5,157 on 31 Jan 24
Category Hybrid - Hybrid Equity
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 1.91
Sharpe Ratio 2.22
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 19₹10,000
29 Feb 20₹10,678
28 Feb 21₹12,975
28 Feb 22₹14,553
28 Feb 23₹14,524
29 Feb 24₹18,901

L&T Hybrid Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for L&T 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 1 Mar 24

DurationReturns
1 Month 1%
3 Month 7.9%
6 Month 12.6%
1 Year 30.1%
3 Year 13.4%
5 Year 13.6%
10 Year
15 Year
Since launch 12.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 24.3%
2022 -3.7%
2021 23.1%
2020 13.6%
2019 6.5%
2018 -3.8%
2017 27.8%
2016 4.3%
2015 9.9%
2014 44.5%
Fund Manager information for L&T Hybrid Equity Fund
NameSinceTenure
Shriram Ramanathan30 May 167.68 Yr.
Gautam Bhupal1 Oct 230.34 Yr.
Cheenu Gupta2 Jul 212.59 Yr.
Sonal Gupta1 Oct 230.34 Yr.

Data below for L&T Hybrid Equity Fund as on 31 Jan 24

Asset Allocation
Asset ClassValue
Cash2.67%
Equity77.76%
Debt19.57%
Equity Sector Allocation
SectorValue
Industrials22.76%
Financial Services22.53%
Technology11.77%
Consumer Cyclical9.49%
Utility2.64%
Health Care2.41%
Energy2.09%
Real Estate1.65%
Consumer Defensive1.49%
Basic Materials0.92%
Debt Sector Allocation
SectorValue
Government12.9%
Corporate6.67%
Cash Equivalent2.67%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 11 | HDFCBANK
6%₹312 Cr1,825,400
↑ 156,200
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 22 | LT
5%₹266 Cr755,200
7.38% Govt Stock 2027
Sovereign Bonds | -
4%₹202 Cr20,000,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 11 | ICICIBANK
3%₹133 Cr1,339,331
↓ -195,669
Zensar Technologies Ltd (Technology)
Equity, Since 31 May 23 | ZENSARTECH
2%₹117 Cr1,910,000
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Aug 22 | BEL
2%₹111 Cr6,030,700
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Jul 22 | CGPOWER
2%₹102 Cr2,245,756
↓ -202,244
KPIT Technologies Ltd (Technology)
Equity, Since 30 Sep 22 | KPITTECH
2%₹100 Cr660,200
↓ -197,800
IndusInd Bank Ltd (Financial Services)
Equity, Since 30 Sep 22 | INDUSINDBK
2%₹93 Cr579,200
Shriram Finance Ltd (Financial Services)
Equity, Since 30 Jun 23 | SHRIRAMFIN
2%₹91 Cr444,000

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.
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