+91-22-48913909Top 10 Best Performing Balanced Funds for 2024
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 2024, the performance of balanced funds has been amazingly good. A number of schemes have posted good returns in 2024. So, let us have a look at the performance of top 10 best-balanced funds for 2024 based on their performance or returns.
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Top 10 Performing Balanced Funds for the year 2024 Based on Performance
Fund NAV Net Assets (Cr) 2024 (%) 2023 (%) 2022 (%) 2021 (%) 2020 (%) JM Equity Hybrid Fund Growth ₹120.473
↓ -0.13 ₹811 27 33.8 8.1 22.9 30.5 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹38.08
↑ 0.07 ₹1,321 25.8 33.7 -4.8 54.5 31.1 Kotak Equity Hybrid Fund Growth ₹63.753
↓ -0.01 ₹8,462 21.7 20.1 5 28.9 15.4 Bandhan Hybrid Equity Fund Growth ₹26.983
↓ -0.02 ₹1,486 21 20.4 -1.1 30.8 13.9 UTI Multi Asset Fund Growth ₹79.6419
↓ -0.10 ₹6,551 20.7 29.1 4.4 11.8 13.1 Edelweiss Multi Asset Allocation Fund Growth ₹64.98
↓ -0.10 ₹3,413 20.2 25.4 5.3 27.1 12.7 UTI Hybrid Equity Fund Growth ₹420.157
↓ -0.15 ₹6,718 19.7 25.5 5.6 30.5 13.2 BNP Paribas Substantial Equity Hybrid Fund Growth ₹28.4556
↓ -0.04 ₹1,276 19.3 21 4.3 22.2 14.9 DSP Equity and Bond Fund Growth ₹364.183
↓ -0.17 ₹12,105 17.7 25.3 -2.7 24.2 17 Franklin India Equity Hybrid Fund Growth ₹274.691
↓ -0.27 ₹2,355 17.7 22.5 4.7 23.8 13.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Dec 25 Research Highlights & Commentary of 10 Funds showcased
Commentary JM Equity Hybrid Fund BOI AXA Mid and Small Cap Equity and Debt Fund Kotak Equity Hybrid Fund Bandhan Hybrid Equity Fund UTI Multi Asset Fund Edelweiss Multi Asset Allocation Fund UTI Hybrid Equity Fund BNP Paribas Substantial Equity Hybrid Fund DSP Equity and Bond Fund Franklin India Equity Hybrid Fund Point 1 Bottom quartile AUM (₹811 Cr). Bottom quartile AUM (₹1,321 Cr). Top quartile AUM (₹8,462 Cr). Lower mid AUM (₹1,486 Cr). Upper mid AUM (₹6,551 Cr). Upper mid AUM (₹3,413 Cr). Upper mid AUM (₹6,718 Cr). Bottom quartile AUM (₹1,276 Cr). Highest AUM (₹12,105 Cr). Lower mid AUM (₹2,355 Cr). Point 2 Established history (30+ yrs). Established history (9+ yrs). Established history (11+ yrs). Established history (8+ yrs). Established history (17+ yrs). Established history (16+ yrs). Oldest track record among peers (31 yrs). Established history (8+ yrs). Established history (26+ yrs). Established history (26+ yrs). Point 3 Rating: 1★ (upper mid). Not Rated. Rating: 3★ (top quartile). Not Rated. Rating: 1★ (lower mid). Rating: 1★ (lower mid). Rating: 3★ (upper mid). Not Rated. Top rated. Rating: 3★ (upper mid). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. 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: 17.58% (upper mid). 5Y return: 19.68% (top quartile). 5Y return: 15.91% (upper mid). 5Y return: 15.56% (lower mid). 5Y return: 15.47% (lower mid). 5Y return: 16.93% (upper mid). 5Y return: 17.61% (top quartile). 5Y return: 14.13% (bottom quartile). 5Y return: 14.14% (bottom quartile). 5Y return: 14.43% (bottom quartile). Point 6 3Y return: 19.12% (upper mid). 3Y return: 19.58% (top quartile). 3Y return: 15.81% (bottom quartile). 3Y return: 16.71% (lower mid). 3Y return: 21.30% (top quartile). 3Y return: 17.63% (upper mid). 3Y return: 17.70% (upper mid). 3Y return: 15.11% (bottom quartile). 3Y return: 17.06% (lower mid). 3Y return: 14.95% (bottom quartile). Point 7 1Y return: -2.23% (bottom quartile). 1Y return: -2.58% (bottom quartile). 1Y return: 4.32% (lower mid). 1Y return: 7.99% (top quartile). 1Y return: 11.71% (top quartile). 1Y return: 6.27% (upper mid). 1Y return: 6.53% (upper mid). 1Y return: 3.58% (bottom quartile). 1Y return: 7.01% (upper mid). 1Y return: 3.94% (lower mid). Point 8 1M return: -0.51% (bottom quartile). 1M return: 1.09% (upper mid). 1M return: 1.02% (upper mid). 1M return: 0.44% (lower mid). 1M return: 1.61% (top quartile). 1M return: 0.25% (bottom quartile). 1M return: 1.25% (top quartile). 1M return: 0.69% (upper mid). 1M return: 0.54% (lower mid). 1M return: -0.19% (bottom quartile). Point 9 Alpha: -9.12 (bottom quartile). Alpha: 0.00 (top quartile). Alpha: 0.00 (upper mid). Alpha: 1.21 (top quartile). Alpha: 0.00 (upper mid). Alpha: -0.39 (upper mid). Alpha: -1.95 (bottom quartile). Alpha: -4.02 (bottom quartile). Alpha: -1.73 (lower mid). Alpha: -1.54 (lower mid). Point 10 Sharpe: -0.55 (bottom quartile). Sharpe: -0.30 (bottom quartile). Sharpe: -0.10 (lower mid). Sharpe: 0.26 (top quartile). Sharpe: 0.48 (top quartile). Sharpe: 0.15 (upper mid). Sharpe: 0.00 (upper mid). Sharpe: -0.18 (bottom quartile). Sharpe: 0.00 (upper mid). Sharpe: -0.07 (lower mid). JM Equity Hybrid Fund
BOI AXA Mid and Small Cap Equity and Debt Fund
Kotak Equity Hybrid Fund
Bandhan Hybrid Equity Fund
UTI Multi Asset Fund
Edelweiss Multi Asset Allocation Fund
UTI Hybrid Equity Fund
BNP Paribas Substantial Equity Hybrid Fund
DSP Equity and Bond Fund
Franklin India Equity Hybrid Fund
Best Performing Schemes Under Balanced Fund Category for 2024
(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 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 Kotak Balance Fund) The objective of the Scheme is to achieve growth by investing in equity and equity related instruments, balanced with income generation by investing in debt and money market instruments. Research Highlights for Kotak Equity Hybrid Fund Below is the key information for Kotak Equity Hybrid Fund Returns up to 1 year are on (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 Below is the key information for Bandhan Hybrid Equity Fund Returns up to 1 year are on (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 Below is the key information for UTI Multi Asset Fund Returns up to 1 year are on (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. Research Highlights for Edelweiss Multi Asset Allocation Fund Below is the key information for Edelweiss Multi Asset Allocation 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 BNP Paribas Balanced Fund) The Scheme seeks to generate income and capital appreciation by investing in a diversified portfolio of equity and equity related instruments and fixed income instruments. However, there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns Research Highlights for BNP Paribas Substantial Equity Hybrid Fund Below is the key information for BNP Paribas Substantial Equity Hybrid Fund Returns up to 1 year are on 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. Research Highlights for DSP Equity and Bond Fund Below is the key information for DSP Equity and Bond Fund Returns up to 1 year are on (Erstwhile Franklin India Balanced Fund) The fund aims to provide long term capital appreciation and current income by investing in equity and equity related securities and high quality fixed income instruments. Research Highlights for Franklin India Equity Hybrid Fund Below is the key information for Franklin 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 (24 Dec 25) ₹120.473 ↓ -0.13 (-0.11 %) Net Assets (Cr) ₹811 on 30 Nov 25 Category Hybrid - Hybrid Equity AMC JM Financial Asset Management Limited Rating ☆ Risk Moderately High Expense Ratio 2.3 Sharpe Ratio -0.55 Information Ratio 0.79 Alpha Ratio -9.12 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 30 Nov 20 ₹10,000 30 Nov 21 ₹12,690 30 Nov 22 ₹14,012 30 Nov 23 ₹17,706 30 Nov 24 ₹23,684 30 Nov 25 ₹23,285 Returns for JM Equity Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 25 Duration Returns 1 Month -0.5% 3 Month -0.8% 6 Month 0.1% 1 Year -2.2% 3 Year 19.1% 5 Year 17.6% 10 Year 15 Year Since launch 12.4% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 -0.2% Fund Manager information for JM Equity Hybrid Fund
Name Since Tenure Satish Ramanathan 1 Oct 24 1.17 Yr. Asit Bhandarkar 31 Dec 21 3.92 Yr. Ruchi Fozdar 4 Oct 24 1.16 Yr. Deepak Gupta 11 Apr 25 0.64 Yr. Data below for JM Equity Hybrid Fund as on 30 Nov 25
Asset Allocation
Asset Class Value Cash 0.64% Equity 76.46% Debt 22.89% Equity Sector Allocation
Sector Value Financial Services 24.23% Technology 15.93% Industrials 14.08% Consumer Cyclical 8.66% Basic Materials 5.56% Communication Services 3.76% Health Care 3.14% Consumer Defensive 1.1% Debt Sector Allocation
Sector Value Corporate 12.59% Government 10.31% Cash Equivalent 0.64% Credit Quality
Rating Value AA 8.7% AAA 91.3% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 24 | HDFCBANK4% ₹35 Cr 350,000 Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Jan 25 | UJJIVANSFB4% ₹33 Cr 5,974,365
↑ 23,500 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 21 | LT4% ₹32 Cr 78,000
↑ 10,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 24 | BHARTIARTL4% ₹31 Cr 145,246 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 May 25 | MCX4% ₹30 Cr 29,676
↓ -1,000 Coforge Ltd (Technology)
Equity, Since 31 May 25 | COFORGE4% ₹28 Cr 149,000
↑ 44,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jan 25 | BAJFINANCE3% ₹27 Cr 265,040
↓ -10,000 Waaree Energies Ltd (Technology)
Equity, Since 31 May 25 | 5442773% ₹24 Cr 77,000 6.48% Govt Stock 2035
Sovereign Bonds | -3% ₹23 Cr 2,275,000
↑ 200,000 One97 Communications Ltd (Technology)
Equity, Since 30 Jun 25 | 5433963% ₹22 Cr 170,000 2. 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 Dec 25) ₹38.08 ↑ 0.07 (0.18 %) Net Assets (Cr) ₹1,321 on 30 Nov 25 Category Hybrid - Hybrid Equity AMC BOI AXA Investment Mngrs Private Ltd Rating Risk Moderately High Expense Ratio 2.27 Sharpe Ratio -0.3 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 30 Nov 20 ₹10,000 30 Nov 21 ₹15,336 30 Nov 22 ₹15,389 30 Nov 23 ₹19,914 30 Nov 24 ₹25,601 30 Nov 25 ₹25,336 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 24 Dec 25 Duration Returns 1 Month 1.1% 3 Month -0.2% 6 Month -0.1% 1 Year -2.6% 3 Year 19.6% 5 Year 19.7% 10 Year 15 Year Since launch 15.2% Historical performance (Yearly) on absolute basis
Year Returns 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 2015 Fund Manager information for BOI AXA Mid and Small Cap Equity and Debt Fund
Name Since Tenure Alok Singh 16 Feb 17 8.79 Yr. Data below for BOI AXA Mid and Small Cap Equity and Debt Fund as on 30 Nov 25
Asset Allocation
Asset Class Value Cash 12.44% Equity 74.27% Debt 13.3% Equity Sector Allocation
Sector Value Financial Services 16.12% Basic Materials 15.86% Industrials 13.49% Consumer Cyclical 9.03% Health Care 8.2% Technology 5.66% Consumer Defensive 3.9% Utility 0.9% Real Estate 0.62% Energy 0.5% Debt Sector Allocation
Sector Value Government 10.43% Cash Equivalent 8.36% Corporate 6.94% Credit Quality
Rating Value AA 1.44% AAA 98.56% Top Securities Holdings / Portfolio
Name Holding Value Quantity Indian Bank (Financial Services)
Equity, Since 31 Aug 23 | INDIANB3% ₹44 Cr 505,000 Jindal Stainless Ltd (Basic Materials)
Equity, Since 30 Sep 21 | JSL3% ₹44 Cr 566,000 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Jul 19 | UNOMINDA3% ₹41 Cr 314,000 Housing & Urban Development Corp Ltd (Financial Services)
Equity, Since 31 May 24 | HUDCO3% ₹38 Cr 1,580,000 Hindustan Copper Ltd (Basic Materials)
Equity, Since 31 Oct 24 | 5135993% ₹34 Cr 1,050,000 PB Fintech Ltd (Financial Services)
Equity, Since 29 Feb 24 | 5433902% ₹33 Cr 180,000 Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 31 Jul 23 | ERIS2% ₹32 Cr 202,783
↑ 7,783 Bharat Dynamics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 24 | BDL2% ₹30 Cr 196,000 TD Power Systems Ltd (Industrials)
Equity, Since 31 Jul 24 | TDPOWERSYS2% ₹30 Cr 380,000 Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Jul 25 | GLENMARK2% ₹29 Cr 150,000 3. Kotak Equity Hybrid Fund
Kotak Equity Hybrid Fund
Growth Launch Date 3 Nov 14 NAV (24 Dec 25) ₹63.753 ↓ -0.01 (-0.02 %) Net Assets (Cr) ₹8,462 on 30 Nov 25 Category Hybrid - Hybrid Equity AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.78 Sharpe Ratio -0.11 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 30 Nov 20 ₹10,000 30 Nov 21 ₹13,338 30 Nov 22 ₹14,477 30 Nov 23 ₹16,302 30 Nov 24 ₹20,917 30 Nov 25 ₹21,722 Returns for Kotak Equity Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 25 Duration Returns 1 Month 1% 3 Month 0.6% 6 Month 3.3% 1 Year 4.3% 3 Year 15.8% 5 Year 15.9% 10 Year 15 Year Since launch 12.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 21.7% 2023 20.1% 2022 5% 2021 28.9% 2020 15.4% 2019 14.1% 2018 -6.2% 2017 23.2% 2016 11% 2015 1.9% Fund Manager information for Kotak Equity Hybrid Fund
Name Since Tenure Abhishek Bisen 4 Jun 09 16.5 Yr. Atul Bhole 22 Jan 24 1.86 Yr. Data below for Kotak Equity Hybrid Fund as on 30 Nov 25
Asset Allocation
Asset Class Value Cash 5.37% Equity 76.84% Debt 17.79% Equity Sector Allocation
Sector Value Financial Services 22.32% Industrials 11.12% Technology 10.01% Basic Materials 8.43% Consumer Cyclical 7.66% Health Care 6.89% Communication Services 3.26% Consumer Defensive 2.9% Energy 1.93% Real Estate 1.45% Utility 0.88% Debt Sector Allocation
Sector Value Government 16.43% Cash Equivalent 5.37% Corporate 1.35% Credit Quality
Rating Value AA 4.18% AAA 95.82% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 11 | HDFCBANK5% ₹392 Cr 3,891,624 7.34% Govt Stock 2064
Sovereign Bonds | -4% ₹325 Cr 32,799,600 Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | 5433203% ₹280 Cr 9,329,208 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Mar 24 | FORTIS3% ₹275 Cr 2,988,167 7.3% Govt Stock 2053
Sovereign Bonds | -3% ₹259 Cr 25,916,150 Bajaj Finance Ltd (Financial Services)
Equity, Since 28 Feb 25 | BAJFINANCE3% ₹258 Cr 2,490,321 6.9% Govt Stock 2065
Sovereign Bonds | -3% ₹250 Cr 26,664,790
↑ 1,000,000 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | GVT&D3% ₹250 Cr 867,501
↑ 150,000 State Bank of India (Financial Services)
Equity, Since 31 Aug 25 | SBIN3% ₹235 Cr 2,400,000 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Jul 25 | CHOLAFIN3% ₹224 Cr 1,288,515 4. Bandhan Hybrid Equity Fund
Bandhan Hybrid Equity Fund
Growth Launch Date 30 Dec 16 NAV (24 Dec 25) ₹26.983 ↓ -0.02 (-0.07 %) Net Assets (Cr) ₹1,486 on 30 Nov 25 Category Hybrid - Hybrid Equity AMC IDFC Asset Management Company Limited Rating Risk Moderately High Expense Ratio 2.35 Sharpe Ratio 0.26 Information Ratio 0.59 Alpha Ratio 1.21 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Nov 20 ₹10,000 30 Nov 21 ₹13,228 30 Nov 22 ₹13,987 30 Nov 23 ₹15,587 30 Nov 24 ₹19,654 30 Nov 25 ₹21,426 Returns for Bandhan Hybrid Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 25 Duration Returns 1 Month 0.4% 3 Month 2.1% 6 Month 6.5% 1 Year 8% 3 Year 16.7% 5 Year 15.6% 10 Year 15 Year Since launch 11.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 21% 2023 20.4% 2022 -1.1% 2021 30.8% 2020 13.9% 2019 4.7% 2018 -3.8% 2017 16.2% 2016 2015 Fund Manager information for Bandhan Hybrid Equity Fund
Name Since Tenure Harshal Joshi 28 Jul 21 4.35 Yr. Brijesh Shah 10 Jun 24 1.48 Yr. Prateek Poddar 7 Jun 24 1.48 Yr. Ritika Behera 7 Oct 23 2.15 Yr. Gaurav Satra 7 Jun 24 1.48 Yr. Data below for Bandhan Hybrid Equity Fund as on 30 Nov 25
Asset Allocation
Asset Class Value Cash 4.71% Equity 78.73% Debt 16.56% Equity Sector Allocation
Sector Value Financial Services 21.31% Consumer Cyclical 11.34% Technology 8.73% Health Care 6.96% Industrials 6.9% Basic Materials 4.93% Energy 4.76% Consumer Defensive 4.53% Utility 3.35% Communication Services 3.14% Real Estate 2.08% Debt Sector Allocation
Sector Value Corporate 10.05% Government 6.51% Cash Equivalent 4.71% Credit Quality
Rating Value AA 6.29% AAA 93.71% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 24 | HDFCBANK6% ₹91 Cr 904,525
↑ 193,865 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 20 | RELIANCE5% ₹71 Cr 450,846
↑ 55,780 Bajaj Housing Finance Limited
Debentures | -4% ₹60 Cr 6,000,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 24 | ICICIBANK4% ₹56 Cr 405,397
↑ 20,571 Tata Capital Limited
Debentures | -3% ₹51 Cr 5,000,000 7.3% Govt Stock 2053
Sovereign Bonds | -3% ₹50 Cr 5,000,000 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | 5433203% ₹39 Cr 1,292,674
↑ 180,619 State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN3% ₹38 Cr 389,422
↑ 21,555 One97 Communications Ltd (Technology)
Equity, Since 31 Oct 24 | 5433962% ₹36 Cr 276,183
↑ 18,477 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | AXISBANK2% ₹35 Cr 271,430
↑ 28,744 5. UTI Multi Asset Fund
UTI Multi Asset Fund
Growth Launch Date 21 Oct 08 NAV (24 Dec 25) ₹79.6419 ↓ -0.10 (-0.13 %) Net Assets (Cr) ₹6,551 on 30 Nov 25 Category Hybrid - Multi Asset AMC UTI Asset Management Company Ltd Rating ☆ Risk Moderately High Expense Ratio 1.79 Sharpe Ratio 0.48 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 30 Nov 20 ₹10,000 30 Nov 21 ₹11,462 30 Nov 22 ₹12,099 30 Nov 23 ₹14,869 30 Nov 24 ₹18,825 30 Nov 25 ₹20,811 Returns for UTI Multi Asset Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 25 Duration Returns 1 Month 1.6% 3 Month 5.3% 6 Month 8% 1 Year 11.7% 3 Year 21.3% 5 Year 15.5% 10 Year 15 Year Since launch 12.9% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 -3.7% Fund Manager information for UTI Multi Asset Fund
Name Since Tenure Sharwan Kumar Goyal 12 Nov 21 4.05 Yr. Jaydeep Bhowal 1 Oct 24 1.17 Yr. Data below for UTI Multi Asset Fund as on 30 Nov 25
Asset Allocation
Asset Class Value Cash 7.73% Equity 68.27% Debt 11.82% Other 12.18% Equity Sector Allocation
Sector Value Financial Services 16.04% Technology 11.92% Consumer Defensive 9.37% Consumer Cyclical 7.68% Basic Materials 6.16% Industrials 5.61% Health Care 4.33% Energy 3.13% Communication Services 3.08% Real Estate 3% Debt Sector Allocation
Sector Value Government 9.04% Cash Equivalent 7.72% Corporate 2.79% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity UTI Gold ETF
- | -12% ₹805 Cr 76,018,936 Infosys Ltd (Technology)
Equity, Since 31 Mar 24 | INFY3% ₹177 Cr 1,132,192
↑ 115,255 ITC Ltd (Consumer Defensive)
Equity, Since 31 Oct 22 | ITC3% ₹172 Cr 4,253,690
↑ 83,865 Asian Paints Ltd (Basic Materials)
Equity, Since 31 Oct 24 | ASIANPAINT2% ₹151 Cr 524,991
↑ 28,672 State Bank of India (Financial Services)
Equity, Since 31 Oct 25 | SBIN2% ₹149 Cr 1,519,927
↑ 157,362 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIARTL2% ₹142 Cr 677,566
↓ -10,759 Nestle India Ltd (Consumer Defensive)
Equity, Since 29 Feb 24 | NESTLEIND2% ₹141 Cr 1,119,520
↑ 73,323 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 25 | HDFCBANK2% ₹137 Cr 1,364,459
↓ -4,163 Tata Consultancy Services Ltd (Technology)
Equity, Since 29 Feb 24 | TCS2% ₹135 Cr 431,841 Coal India Ltd (Energy)
Equity, Since 31 Oct 22 | COALINDIA2% ₹126 Cr 3,341,545
↑ 606,406 6. Edelweiss Multi Asset Allocation Fund
Edelweiss Multi Asset Allocation Fund
Growth Launch Date 12 Aug 09 NAV (24 Dec 25) ₹64.98 ↓ -0.10 (-0.15 %) Net Assets (Cr) ₹3,413 on 30 Nov 25 Category Hybrid - Multi Asset AMC Edelweiss Asset Management Limited Rating ☆ Risk Moderately High Expense Ratio 1.98 Sharpe Ratio 0.15 Information Ratio 1.33 Alpha Ratio -0.39 Min Investment 5,000 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Nov 20 ₹10,000 30 Nov 21 ₹13,259 30 Nov 22 ₹14,450 30 Nov 23 ₹16,919 30 Nov 24 ₹21,146 30 Nov 25 ₹22,685 Returns for Edelweiss Multi Asset Allocation Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 25 Duration Returns 1 Month 0.2% 3 Month 1.4% 6 Month 3% 1 Year 6.3% 3 Year 17.6% 5 Year 16.9% 10 Year 15 Year Since launch Historical performance (Yearly) on absolute basis
Year Returns 2024 20.2% 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% Fund Manager information for Edelweiss Multi Asset Allocation Fund
Name Since Tenure Dhawal Dalal 22 Sep 25 0.19 Yr. Bhavesh Jain 14 Oct 15 10.14 Yr. Bharat Lahoti 1 Oct 21 4.17 Yr. Rahul Dedhia 1 Jul 24 1.42 Yr. Pranavi Kulkarni 1 Aug 24 1.33 Yr. Data below for Edelweiss Multi Asset Allocation Fund as on 30 Nov 25
Asset Allocation
Asset Class Value Cash 13.65% Equity 78.09% Debt 8.25% Equity Sector Allocation
Sector Value Financial Services 25.2% Consumer Cyclical 10.45% Health Care 7.7% Technology 6.28% Industrials 5.7% Basic Materials 5.6% Communication Services 4.59% Energy 4.16% Consumer Defensive 3.57% Utility 2.75% Real Estate 0.89% Debt Sector Allocation
Sector Value Cash Equivalent 13.65% Corporate 7.63% Government 0.63% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | ICICIBANK6% ₹191 Cr 1,373,985 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 15 | HDFCBANK5% ₹158 Cr 1,569,936 National Bank For Agriculture And Rural Development
Debentures | -4% ₹140 Cr 14,000,000
↓ -5,000,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL4% ₹123 Cr 583,607
↑ 87,753 State Bank of India (Financial Services)
Equity, Since 30 Jun 15 | SBIN3% ₹109 Cr 1,116,240
↑ 262,526 Infosys Ltd (Technology)
Equity, Since 31 May 15 | INFY3% ₹96 Cr 616,103 Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 20 | RELIANCE3% ₹94 Cr 601,184
↑ 122,156 NTPC Ltd (Utilities)
Equity, Since 30 Nov 21 | NTPC2% ₹82 Cr 2,497,975
↑ 544,402 Aditya Birla Capital Limited
Debentures | -2% ₹76 Cr 7,500,000 Hdb Financial Services Limited
Debentures | -2% ₹76 Cr 7,500,000 7. UTI Hybrid Equity Fund
UTI Hybrid Equity Fund
Growth Launch Date 2 Jan 95 NAV (24 Dec 25) ₹420.157 ↓ -0.15 (-0.04 %) Net Assets (Cr) ₹6,718 on 30 Nov 25 Category Hybrid - Hybrid Equity AMC UTI Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio 0 Information Ratio 1.42 Alpha Ratio -1.95 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Nov 20 ₹10,000 30 Nov 21 ₹13,618 30 Nov 22 ₹14,881 30 Nov 23 ₹17,336 30 Nov 24 ₹21,981 30 Nov 25 ₹23,220 Returns for UTI Hybrid Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 25 Duration Returns 1 Month 1.3% 3 Month 4.1% 6 Month 4.6% 1 Year 6.5% 3 Year 17.7% 5 Year 17.6% 10 Year 15 Year Since launch 15% Historical performance (Yearly) on absolute basis
Year Returns 2024 19.7% 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% Fund Manager information for UTI Hybrid Equity Fund
Name Since Tenure V Srivatsa 24 Sep 09 16.2 Yr. Sunil Patil 5 Feb 18 7.82 Yr. Jaydeep Bhowal 3 Nov 25 0.08 Yr. Data below for UTI Hybrid Equity Fund as on 30 Nov 25
Asset Allocation
Asset Class Value Cash 1.73% Equity 72.96% Debt 25.31% Equity Sector Allocation
Sector Value Financial Services 21.59% Technology 8.04% Consumer Cyclical 7.64% Industrials 6.73% Energy 6.16% Consumer Defensive 5.07% Basic Materials 4.97% Communication Services 4.33% Health Care 4.25% Real Estate 2.71% Utility 1.46% Debt Sector Allocation
Sector Value Government 18.68% Corporate 6.4% Cash Equivalent 1.96% Credit Quality
Rating Value AA 0.47% AAA 99.53% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 29 Feb 20 | HDFCBANK6% ₹406 Cr 4,027,946 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 10 | ICICIBANK5% ₹308 Cr 2,218,644
↓ -40,000 Infosys Ltd (Technology)
Equity, Since 31 Mar 06 | INFY4% ₹270 Cr 1,729,346
↑ 30,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 19 | RELIANCE3% ₹222 Cr 1,418,588 ITC Ltd (Consumer Defensive)
Equity, Since 31 Aug 06 | ITC3% ₹198 Cr 4,904,969 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 12 | LT2% ₹152 Cr 374,309 Vedanta Ltd (Basic Materials)
Equity, Since 30 Apr 24 | VEDL2% ₹141 Cr 2,675,574
↓ -145,000 Wipro Ltd (Technology)
Equity, Since 30 Jun 24 | WIPRO2% ₹136 Cr 5,440,657 7.32% Govt Stock 2030
Sovereign Bonds | -2% ₹125 Cr 1,200,000,000 7.24% Govt Stock 2055
Sovereign Bonds | -2% ₹124 Cr 1,250,000,000
↑ 250,000,000 8. BNP Paribas Substantial Equity Hybrid Fund
BNP Paribas Substantial Equity Hybrid Fund
Growth Launch Date 7 Apr 17 NAV (24 Dec 25) ₹28.4556 ↓ -0.04 (-0.15 %) Net Assets (Cr) ₹1,276 on 30 Nov 25 Category Hybrid - Hybrid Equity AMC BNP Paribas Asset Mgmt India Pvt. Ltd Rating Risk Moderately High Expense Ratio 2.13 Sharpe Ratio -0.19 Information Ratio 0.44 Alpha Ratio -4.02 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.
Date Value 30 Nov 20 ₹10,000 30 Nov 21 ₹12,837 30 Nov 22 ₹13,849 30 Nov 23 ₹15,505 30 Nov 24 ₹19,630 30 Nov 25 ₹20,319 Returns for BNP Paribas Substantial Equity Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 25 Duration Returns 1 Month 0.7% 3 Month 2.3% 6 Month 2.3% 1 Year 3.6% 3 Year 15.1% 5 Year 14.1% 10 Year 15 Year Since launch 12.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 19.3% 2023 21% 2022 4.3% 2021 22.2% 2020 14.9% 2019 16.3% 2018 0.4% 2017 2016 2015 Fund Manager information for BNP Paribas Substantial Equity Hybrid Fund
Name Since Tenure Jitendra Sriram 16 Jun 22 3.46 Yr. Gurvinder Wasan 21 Oct 24 1.11 Yr. Pratish Krishnan 14 Mar 22 3.72 Yr. Data below for BNP Paribas Substantial Equity Hybrid Fund as on 30 Nov 25
Asset Allocation
Asset Class Value Cash 2.86% Equity 72.52% Debt 24.62% Equity Sector Allocation
Sector Value Financial Services 22.39% Industrials 11.71% Consumer Cyclical 9.09% Technology 7.53% Energy 6.61% Consumer Defensive 4.98% Basic Materials 4.04% Health Care 2.89% Communication Services 2.22% Utility 0.69% Real Estate 0.38% Debt Sector Allocation
Sector Value Corporate 12.54% Government 11.62% Cash Equivalent 3.32% Credit Quality
Rating Value AA 22.31% AAA 77.69% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 17 | HDFCBANK6% ₹82 Cr 810,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 17 | ICICIBANK6% ₹74 Cr 531,000 Reliance Industries Ltd (Energy)
Equity, Since 31 May 21 | RELIANCE5% ₹65 Cr 414,000
↓ -9,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 21 | LT4% ₹55 Cr 135,000 Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 23 | POWERINDIA3% ₹42 Cr 18,900
↓ -900 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 23 | KOTAKBANK2% ₹29 Cr 135,000 ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 21 | ITC2% ₹28 Cr 702,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 19 | BHARTIARTL2% ₹28 Cr 135,000 Infosys Ltd (Technology)
Equity, Since 30 Apr 17 | INFY2% ₹27 Cr 171,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 20 | TCS2% ₹23 Cr 72,000 9. DSP Equity and Bond Fund
DSP Equity and Bond Fund
Growth Launch Date 27 May 99 NAV (24 Dec 25) ₹364.183 ↓ -0.17 (-0.05 %) Net Assets (Cr) ₹12,105 on 30 Nov 25 Category Hybrid - Hybrid Equity AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.76 Sharpe Ratio 0 Information Ratio 0.89 Alpha Ratio -1.73 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Nov 20 ₹10,000 30 Nov 21 ₹12,872 30 Nov 22 ₹12,961 30 Nov 23 ₹15,085 30 Nov 24 ₹18,929 30 Nov 25 ₹20,022 Returns for DSP Equity and Bond Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 25 Duration Returns 1 Month 0.5% 3 Month 1.2% 6 Month 2.1% 1 Year 7% 3 Year 17.1% 5 Year 14.1% 10 Year 15 Year Since launch 14.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 17.7% 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% Fund Manager information for DSP Equity and Bond Fund
Name Since Tenure Abhishek Singh 1 Mar 24 1.75 Yr. Shantanu Godambe 1 Aug 24 1.33 Yr. Data below for DSP Equity and Bond Fund as on 30 Nov 25
Asset Allocation
Asset Class Value Cash 5.78% Equity 68.86% Debt 25.35% Other 0.01% Equity Sector Allocation
Sector Value Financial Services 29.55% Health Care 8.8% Consumer Cyclical 8.76% Consumer Defensive 5.83% Technology 5.57% Utility 4.18% Basic Materials 2.66% Communication Services 1.37% Energy 1.35% Industrials 0.78% Debt Sector Allocation
Sector Value Government 18.68% Corporate 7.5% Cash Equivalent 4.96% Credit Quality
Rating Value AA 6.84% AAA 93.16% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 14 | HDFCBANK7% ₹861 Cr 8,541,164 6.9% Govt Stock 2065
Sovereign Bonds | -6% ₹686 Cr 72,500,000
↑ 8,500,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 15 | ICICIBANK5% ₹633 Cr 4,555,949
↑ 673,088 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Mar 24 | M&M4% ₹495 Cr 1,317,286 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | AXISBANK4% ₹491 Cr 3,838,487 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 24 | KOTAKBANK4% ₹456 Cr 2,148,818 Infosys Ltd (Technology)
Equity, Since 30 Jun 20 | INFY4% ₹424 Cr 2,719,040
↑ 402,812 Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | MOTHERSON3% ₹370 Cr 31,801,866 ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 24 | ITC3% ₹348 Cr 8,602,900 NTPC Ltd (Utilities)
Equity, Since 30 Jun 25 | NTPC3% ₹334 Cr 10,222,039
↑ 685,917 10. Franklin India Equity Hybrid Fund
Franklin India Equity Hybrid Fund
Growth Launch Date 10 Dec 99 NAV (24 Dec 25) ₹274.691 ↓ -0.27 (-0.10 %) Net Assets (Cr) ₹2,355 on 31 Oct 25 Category Hybrid - Hybrid Equity AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.11 Sharpe Ratio -0.08 Information Ratio 0.58 Alpha Ratio -1.54 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.
Date Value 30 Nov 20 ₹10,000 30 Nov 21 ₹12,814 30 Nov 22 ₹13,882 30 Nov 23 ₹15,693 30 Nov 24 ₹19,523 30 Nov 25 ₹20,425 Returns for Franklin India Equity Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 25 Duration Returns 1 Month -0.2% 3 Month 1.4% 6 Month 1.6% 1 Year 3.9% 3 Year 14.9% 5 Year 14.4% 10 Year 15 Year Since launch 13.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 17.7% 2023 22.5% 2022 4.7% 2021 23.8% 2020 13.7% 2019 7.9% 2018 -1.6% 2017 21% 2016 7.6% 2015 4.8% Fund Manager information for Franklin India Equity Hybrid Fund
Name Since Tenure Ajay Argal 4 Oct 24 1.16 Yr. Anuj Tagra 7 Mar 24 1.74 Yr. Chandni Gupta 7 Mar 24 1.74 Yr. Sandeep Manam 18 Oct 21 4.12 Yr. Rajasa Kakulavarapu 6 Sep 21 4.24 Yr. Data below for Franklin India Equity Hybrid Fund as on 31 Oct 25
Asset Allocation
Asset Class Value Cash 1.27% Equity 72.34% Debt 26.39% Equity Sector Allocation
Sector Value Financial Services 21.9% Industrials 10.64% Consumer Cyclical 9.66% Technology 5.2% Health Care 4.93% Consumer Defensive 4.02% Communication Services 3.85% Utility 3.77% Basic Materials 3.35% Energy 3.16% Real Estate 1.86% Debt Sector Allocation
Sector Value Corporate 18.59% Government 7.8% Cash Equivalent 1.27% Credit Quality
Rating Value AA 29.11% AAA 70.89% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK7% ₹171 Cr 1,695,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK5% ₹111 Cr 800,000
↓ -120,000 Jubilant Bevco Limited
Debentures | -4% ₹107 Cr 9,994 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT4% ₹92 Cr 225,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 05 | BHARTIARTL3% ₹82 Cr 388,000 Jubilant Beverages Limited
Debentures | -3% ₹76 Cr 7,150 Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE3% ₹75 Cr 480,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | AXISBANK3% ₹72 Cr 560,000 Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY3% ₹69 Cr 440,000 6.9% Govt Stock 2065
Sovereign Bonds | -3% ₹62 Cr 6,521,200
↑ 4,625,000
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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