+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 ₹123.589
↑ 1.00 ₹804 27 33.8 8.1 22.9 30.5 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹38.21
↑ 0.21 ₹1,253 25.8 33.7 -4.8 54.5 31.1 Kotak Equity Hybrid Fund Growth ₹64.409
↑ 0.35 ₹7,853 21.7 20.1 5 28.9 15.4 Bandhan Hybrid Equity Fund Growth ₹27.08
↑ 0.19 ₹1,139 21 20.4 -1.1 30.8 13.9 UTI Multi Asset Fund Growth ₹77.8536
↑ 0.25 ₹5,941 20.7 29.1 4.4 11.8 13.1 Edelweiss Multi Asset Allocation Fund Growth ₹65.13
↑ 0.24 ₹3,045 20.2 25.4 5.3 27.1 12.7 UTI Hybrid Equity Fund Growth ₹411.75
↑ 2.51 ₹6,302 19.7 25.5 5.6 30.5 13.2 BNP Paribas Substantial Equity Hybrid Fund Growth ₹28.1702
↑ 0.10 ₹1,223 19.3 21 4.3 22.2 14.9 DSP Equity and Bond Fund Growth ₹364.605
↑ 1.12 ₹11,333 17.7 25.3 -2.7 24.2 17 Franklin India Equity Hybrid Fund Growth ₹276.643
↑ 1.40 ₹2,245 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 27 Oct 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 (₹804 Cr). Lower mid AUM (₹1,253 Cr). Top quartile AUM (₹7,853 Cr). Bottom quartile AUM (₹1,139 Cr). Upper mid AUM (₹5,941 Cr). Upper mid AUM (₹3,045 Cr). Upper mid AUM (₹6,302 Cr). Bottom quartile AUM (₹1,223 Cr). Highest AUM (₹11,333 Cr). Lower mid AUM (₹2,245 Cr). Point 2 Oldest track record among peers (30 yrs). Established history (9+ yrs). Established history (10+ yrs). Established history (8+ yrs). Established history (17+ yrs). Established history (16+ yrs). Established history (30+ yrs). Established history (8+ yrs). Established history (26+ yrs). Established history (25+ 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: 21.26% (top quartile). 5Y return: 22.49% (top quartile). 5Y return: 18.79% (upper mid). 5Y return: 17.95% (lower mid). 5Y return: 16.17% (bottom quartile). 5Y return: 19.73% (upper mid). 5Y return: 19.84% (upper mid). 5Y return: 16.39% (bottom quartile). 5Y return: 16.81% (bottom quartile). 5Y return: 17.47% (lower mid). Point 6 3Y return: 20.58% (top quartile). 3Y return: 19.10% (upper mid). 3Y return: 16.00% (bottom quartile). 3Y return: 16.12% (lower mid). 3Y return: 20.05% (top quartile). 3Y return: 17.44% (upper mid). 3Y return: 16.56% (lower mid). 3Y return: 14.47% (bottom quartile). 3Y return: 16.58% (upper mid). 3Y return: 15.00% (bottom quartile). Point 7 1Y return: -0.31% (bottom quartile). 1Y return: 3.55% (bottom quartile). 1Y return: 7.11% (upper mid). 1Y return: 11.03% (top quartile). 1Y return: 8.59% (top quartile). 1Y return: 7.33% (upper mid). 1Y return: 4.99% (lower mid). 1Y return: 3.13% (bottom quartile). 1Y return: 6.69% (upper mid). 1Y return: 6.12% (lower mid). Point 8 1M return: 4.30% (upper mid). 1M return: 2.22% (bottom quartile). 1M return: 3.73% (upper mid). 1M return: 4.66% (top quartile). 1M return: 4.72% (top quartile). 1M return: 3.23% (bottom quartile). 1M return: 3.60% (upper mid). 1M return: 2.31% (bottom quartile). 1M return: 3.35% (lower mid). 1M return: 3.43% (lower mid). Point 9 Alpha: -8.63 (bottom quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (upper mid). Alpha: 5.09 (top quartile). Alpha: 0.00 (lower mid). Alpha: 0.96 (upper mid). Alpha: -2.11 (bottom quartile). Alpha: -1.89 (bottom quartile). Alpha: 1.18 (top quartile). Alpha: -0.88 (lower mid). Point 10 Sharpe: -1.21 (bottom quartile). Sharpe: -0.64 (lower mid). Sharpe: -0.46 (top quartile). Sharpe: -0.19 (top quartile). Sharpe: -0.52 (upper mid). Sharpe: -0.50 (upper mid). Sharpe: -0.80 (bottom quartile). Sharpe: -0.75 (bottom quartile). Sharpe: -0.47 (upper mid). Sharpe: -0.67 (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 (27 Oct 25) ₹123.589 ↑ 1.00 (0.82 %) Net Assets (Cr) ₹804 on 31 Aug 25 Category Hybrid - Hybrid Equity AMC JM Financial Asset Management Limited Rating ☆ Risk Moderately High Expense Ratio 2.3 Sharpe Ratio -1.21 Information Ratio 1.05 Alpha Ratio -8.63 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 Sep 20 ₹10,000 30 Sep 21 ₹15,449 30 Sep 22 ₹15,020 30 Sep 23 ₹19,312 30 Sep 24 ₹28,357 30 Sep 25 ₹26,181 Returns for JM Equity Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Oct 25 Duration Returns 1 Month 4.3% 3 Month 2.6% 6 Month 6.7% 1 Year -0.3% 3 Year 20.6% 5 Year 21.3% 10 Year 15 Year Since launch 12.5% 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 Yr. Asit Bhandarkar 31 Dec 21 3.75 Yr. Ruchi Fozdar 4 Oct 24 0.99 Yr. Deepak Gupta 11 Apr 25 0.47 Yr. Data below for JM Equity Hybrid Fund as on 31 Aug 25
Asset Allocation
Asset Class Value Cash 2.73% Equity 77.96% Debt 19.31% Equity Sector Allocation
Sector Value Financial Services 20.87% Technology 14.22% Industrials 13.17% Consumer Cyclical 12.45% Basic Materials 6.37% Health Care 3.84% Communication Services 3.78% Consumer Defensive 3.26% Debt Sector Allocation
Sector Value Corporate 12.26% Government 8.75% Cash Equivalent 1.03% Credit Quality
Rating Value AA 3.63% AAA 96.37% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 24 | HDFCBANK4% ₹33 Cr 350,000
↑ 50,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 24 | BHARTIARTL4% ₹30 Cr 160,246
↓ -19,754 Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Jan 25 | UJJIVANSFB3% ₹28 Cr 5,950,865 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jan 25 | 5000343% ₹27 Cr 275,040 Waaree Energies Ltd (Technology)
Equity, Since 31 May 25 | 5442773% ₹26 Cr 77,000 6.33% Govt Stock 2035
Sovereign Bonds | -3% ₹25 Cr 2,575,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 21 | LT3% ₹25 Cr 68,000
↓ -20,520 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 May 25 | MCX3% ₹24 Cr 30,676
↓ -324 6.68% Govt Stock 2040
Sovereign Bonds | -3% ₹23 Cr 2,300,000
↑ 500,000 Tech Mahindra Ltd (Technology)
Equity, Since 31 Dec 23 | 5327553% ₹21 Cr 150,000
↓ -35,000 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 (27 Oct 25) ₹38.21 ↑ 0.21 (0.55 %) Net Assets (Cr) ₹1,253 on 31 Aug 25 Category Hybrid - Hybrid Equity AMC BOI AXA Investment Mngrs Private Ltd Rating Risk Moderately High Expense Ratio 2.27 Sharpe Ratio -0.64 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 Sep 20 ₹10,000 30 Sep 21 ₹16,366 30 Sep 22 ₹16,236 30 Sep 23 ₹20,318 30 Sep 24 ₹28,324 30 Sep 25 ₹27,059 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 27 Oct 25 Duration Returns 1 Month 2.2% 3 Month 0.4% 6 Month 7.8% 1 Year 3.6% 3 Year 19.1% 5 Year 22.5% 10 Year 15 Year Since launch 15.6% 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 8.63 Yr. Data below for BOI AXA Mid and Small Cap Equity and Debt Fund as on 31 Aug 25
Asset Allocation
Asset Class Value Cash 9.99% Equity 75.31% Debt 14.7% Equity Sector Allocation
Sector Value Basic Materials 16.89% Financial Services 15.55% Industrials 13.77% Health Care 9.78% Consumer Cyclical 7.47% Technology 6.12% Consumer Defensive 4.16% Utility 0.86% Energy 0.72% Debt Sector Allocation
Sector Value Government 10.88% Corporate 8.81% Cash Equivalent 5% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity Jindal Stainless Ltd (Basic Materials)
Equity, Since 30 Sep 21 | JSL3% ₹42 Cr 566,000 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Jul 19 | UNOMINDA3% ₹37 Cr 288,000
↑ 15,000 Housing & Urban Development Corp Ltd (Financial Services)
Equity, Since 31 May 24 | HUDCO3% ₹35 Cr 1,580,000 Hindustan Copper Ltd (Basic Materials)
Equity, Since 31 Oct 24 | HINDCOPPER3% ₹35 Cr 1,050,000 Indian Bank (Financial Services)
Equity, Since 31 Aug 23 | 5328142% ₹31 Cr 419,000
↑ 79,000 Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 31 Jul 23 | ERIS2% ₹31 Cr 195,000
↑ 57,000 PB Fintech Ltd (Financial Services)
Equity, Since 29 Feb 24 | 5433902% ₹31 Cr 180,000
↑ 20,000 Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Jul 25 | 5322962% ₹29 Cr 150,000 Bharat Dynamics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 24 | BDL2% ₹29 Cr 196,000
↑ 16,000 Lloyds Metals & Energy Ltd (Basic Materials)
Equity, Since 28 Feb 25 | 5124552% ₹27 Cr 222,000 3. Kotak Equity Hybrid Fund
Kotak Equity Hybrid Fund
Growth Launch Date 3 Nov 14 NAV (27 Oct 25) ₹64.409 ↑ 0.35 (0.54 %) Net Assets (Cr) ₹7,853 on 31 Aug 25 Category Hybrid - Hybrid Equity AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.78 Sharpe Ratio -0.46 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 Sep 20 ₹10,000 30 Sep 21 ₹15,074 30 Sep 22 ₹15,585 30 Sep 23 ₹17,943 30 Sep 24 ₹24,262 30 Sep 25 ₹24,085 Returns for Kotak Equity Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Oct 25 Duration Returns 1 Month 3.7% 3 Month 3.2% 6 Month 10.7% 1 Year 7.1% 3 Year 16% 5 Year 18.8% 10 Year 15 Year Since launch 12.5% 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 16.33 Yr. Atul Bhole 22 Jan 24 1.69 Yr. Data below for Kotak Equity Hybrid Fund as on 31 Aug 25
Asset Allocation
Asset Class Value Cash 3.83% Equity 77.21% Debt 18.96% Equity Sector Allocation
Sector Value Financial Services 21.18% Industrials 11.04% Basic Materials 9.21% Consumer Cyclical 8.46% Technology 8.45% Health Care 7.06% Consumer Defensive 2.91% Communication Services 2.85% Energy 2.43% Utility 2.25% Real Estate 1.37% Debt Sector Allocation
Sector Value Government 17.57% Cash Equivalent 3.83% Corporate 1.4% Credit Quality
Rating Value AA 4.21% AAA 95.79% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 11 | HDFCBANK4% ₹351 Cr 3,691,624
↑ 250,000 7.34% Govt Stock 2064
Sovereign Bonds | -4% ₹331 Cr 32,799,600 Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | 5433204% ₹304 Cr 9,329,208 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Mar 24 | 5328434% ₹290 Cr 2,988,167 7.3% Govt Stock 2053
Sovereign Bonds | -3% ₹262 Cr 25,916,150 Bajaj Finance Ltd (Financial Services)
Equity, Since 28 Feb 25 | 5000343% ₹249 Cr 2,490,321
↑ 140,321 UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Sep 24 | 5325383% ₹220 Cr 179,764 6.9% Govt Stock 2065
Sovereign Bonds | -3% ₹213 Cr 22,334,790
↑ 3,000,000 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | 5222753% ₹212 Cr 717,501 State Bank of India (Financial Services)
Equity, Since 31 Aug 25 | SBIN3% ₹209 Cr 2,400,000
↑ 300,000 4. Bandhan Hybrid Equity Fund
Bandhan Hybrid Equity Fund
Growth Launch Date 30 Dec 16 NAV (27 Oct 25) ₹27.08 ↑ 0.19 (0.70 %) Net Assets (Cr) ₹1,139 on 31 Aug 25 Category Hybrid - Hybrid Equity AMC IDFC Asset Management Company Limited Rating Risk Moderately High Expense Ratio 2.35 Sharpe Ratio -0.19 Information Ratio 0.52 Alpha Ratio 5.09 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 Sep 20 ₹10,000 30 Sep 21 ₹14,783 30 Sep 22 ₹14,690 30 Sep 23 ₹16,694 30 Sep 24 ₹22,355 30 Sep 25 ₹22,483 Returns for Bandhan Hybrid Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Oct 25 Duration Returns 1 Month 4.7% 3 Month 5% 6 Month 11.7% 1 Year 11% 3 Year 16.1% 5 Year 18% 10 Year 15 Year Since launch 12% 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 4.18 Yr. Brijesh Shah 10 Jun 24 1.31 Yr. Prateek Poddar 7 Jun 24 1.32 Yr. Ritika Behera 7 Oct 23 1.99 Yr. Gaurav Satra 7 Jun 24 1.32 Yr. Data below for Bandhan Hybrid Equity Fund as on 31 Aug 25
Asset Allocation
Asset Class Value Cash 1.79% Equity 78.72% Debt 19.49% Equity Sector Allocation
Sector Value Financial Services 20.45% Consumer Cyclical 12.78% Technology 9.88% Industrials 7.27% Health Care 7.25% Basic Materials 5% Energy 4.09% Utility 3.74% Consumer Defensive 2.74% Real Estate 2.56% Communication Services 2.46% Debt Sector Allocation
Sector Value Corporate 11.37% Government 8.12% Cash Equivalent 1.79% Credit Quality
Rating Value AA 7.51% AAA 92.49% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 24 | HDFCBANK5% ₹66 Cr 690,385
↑ 3,973 7.3% Govt Stock 2053
Sovereign Bonds | -4% ₹53 Cr 5,200,000
↓ -4,500,000 Tata Capital Limited
Debentures | -4% ₹51 Cr 5,000,000
↑ 5,000,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 20 | RELIANCE4% ₹50 Cr 367,407
↑ 11,884 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 24 | ICICIBANK4% ₹48 Cr 357,416
↑ 24,836 Bajaj Housing Finance Limited
Debentures | -4% ₹45 Cr 4,500,000
↑ 4,500,000 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | 5433203% ₹35 Cr 1,074,757
↑ 50,623 NTPC Ltd (Utilities)
Equity, Since 28 Feb 23 | 5325553% ₹31 Cr 924,096
↑ 128,735 One97 Communications Ltd (Technology)
Equity, Since 31 Oct 24 | 5433962% ₹28 Cr 247,015
↑ 29,023 Infosys Ltd (Technology)
Equity, Since 31 Jan 17 | INFY2% ₹27 Cr 190,056
↑ 15,000 5. UTI Multi Asset Fund
UTI Multi Asset Fund
Growth Launch Date 21 Oct 08 NAV (27 Oct 25) ₹77.8536 ↑ 0.25 (0.33 %) Net Assets (Cr) ₹5,941 on 31 Aug 25 Category Hybrid - Multi Asset AMC UTI Asset Management Company Ltd Rating ☆ Risk Moderately High Expense Ratio 1.79 Sharpe Ratio -0.52 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 Sep 20 ₹10,000 30 Sep 21 ₹12,262 30 Sep 22 ₹12,379 30 Sep 23 ₹14,669 30 Sep 24 ₹20,722 30 Sep 25 ₹20,755 Returns for UTI Multi Asset Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Oct 25 Duration Returns 1 Month 4.7% 3 Month 5.4% 6 Month 8.5% 1 Year 8.6% 3 Year 20.1% 5 Year 16.2% 10 Year 15 Year Since launch 12.8% 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 3.89 Yr. Jaydeep Bhowal 1 Oct 24 1 Yr. Data below for UTI Multi Asset Fund as on 31 Aug 25
Asset Allocation
Asset Class Value Cash 8.59% Equity 68.48% Debt 10.76% Other 12.17% Equity Sector Allocation
Sector Value Financial Services 15.55% Technology 12.08% Consumer Defensive 9.09% Health Care 7.17% Basic Materials 7.11% Consumer Cyclical 4.87% Industrials 3.27% Real Estate 3.15% Communication Services 3.09% Energy 2.88% Utility 0.04% Debt Sector Allocation
Sector Value Cash Equivalent 8.56% Government 7.81% Corporate 2.98% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity UTI Gold ETF
- | -12% ₹749 Cr 76,977,316 ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 24 | ICICIBANK3% ₹208 Cr 1,545,991
↓ -29,029 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIARTL3% ₹189 Cr 1,004,792
↑ 25,809 ITC Ltd (Consumer Defensive)
Equity, Since 31 Oct 22 | ITC3% ₹160 Cr 3,973,216
↑ 592,526 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 25 | HDFCBANK2% ₹149 Cr 1,571,082
↑ 518 Infosys Ltd (Technology)
Equity, Since 31 Mar 24 | INFY2% ₹147 Cr 1,016,194
↑ 61,972 Bajaj Finserv Ltd (Financial Services)
Equity, Since 29 Feb 24 | 5329782% ₹140 Cr 700,240
↑ 133,471 HCL Technologies Ltd (Technology)
Equity, Since 31 Oct 24 | HCLTECH2% ₹132 Cr 951,398
↑ 72,246 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 29 Feb 24 | SUNPHARMA2% ₹129 Cr 811,981
↓ -37,173 Tata Consultancy Services Ltd (Technology)
Equity, Since 29 Feb 24 | TCS2% ₹124 Cr 430,486
↑ 37,386 6. Edelweiss Multi Asset Allocation Fund
Edelweiss Multi Asset Allocation Fund
Growth Launch Date 12 Aug 09 NAV (27 Oct 25) ₹65.13 ↑ 0.24 (0.37 %) Net Assets (Cr) ₹3,045 on 31 Aug 25 Category Hybrid - Multi Asset AMC Edelweiss Asset Management Limited Rating ☆ Risk Moderately High Expense Ratio 1.98 Sharpe Ratio -0.5 Information Ratio 1.72 Alpha Ratio 0.96 Min Investment 5,000 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹14,689 30 Sep 22 ₹15,248 30 Sep 23 ₹18,253 30 Sep 24 ₹24,963 30 Sep 25 ₹24,650 Returns for Edelweiss Multi Asset Allocation Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Oct 25 Duration Returns 1 Month 3.2% 3 Month 2.8% 6 Month 7.6% 1 Year 7.3% 3 Year 17.4% 5 Year 19.7% 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 Bhavesh Jain 14 Oct 15 9.97 Yr. Bharat Lahoti 1 Oct 21 4 Yr. Rahul Dedhia 1 Jul 24 1.25 Yr. Pranavi Kulkarni 1 Aug 24 1.17 Yr. Data below for Edelweiss Multi Asset Allocation Fund as on 31 Aug 25
Asset Allocation
Asset Class Value Cash 8.79% Equity 76.79% Debt 14.4% Other 0.01% Equity Sector Allocation
Sector Value Financial Services 23.36% Health Care 9.01% Consumer Cyclical 8.64% Technology 7.78% Industrials 6.48% Basic Materials 5.79% Consumer Defensive 4.27% Communication Services 3.93% Utility 2.8% Energy 2.6% Real Estate 0.32% Debt Sector Allocation
Sector Value Cash Equivalent 8.06% Corporate 7.96% Government 7.19% Credit Quality
Rating Value AAA 99.95% Top Securities Holdings / Portfolio
Name Holding Value Quantity National Bank For Agriculture And Rural Development
Debentures | -6% ₹191 Cr 19,000,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | ICICIBANK6% ₹185 Cr 1,373,985 Edelweiss Liquid Dir Gr
Investment Fund | -5% ₹151 Cr 436,108 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 15 | HDFCBANK5% ₹149 Cr 1,569,936 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL3% ₹93 Cr 495,854 Infosys Ltd (Technology)
Equity, Since 31 May 15 | INFY3% ₹89 Cr 616,103
↑ 243,026 Aditya Birla Capital Limited
Debentures | -2% ₹76 Cr 7,500,000 Hdb Financial Services Limited
Debentures | -2% ₹76 Cr 7,500,000 State Bank of India (Financial Services)
Equity, Since 30 Jun 15 | SBIN2% ₹74 Cr 853,714
↑ 151,881 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 28 Feb 17 | MARUTI2% ₹74 Cr 46,457
↑ 6,826 7. UTI Hybrid Equity Fund
UTI Hybrid Equity Fund
Growth Launch Date 2 Jan 95 NAV (27 Oct 25) ₹411.75 ↑ 2.51 (0.61 %) Net Assets (Cr) ₹6,302 on 31 Aug 25 Category Hybrid - Hybrid Equity AMC UTI Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio -0.8 Information Ratio 1.47 Alpha Ratio -2.11 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 Sep 20 ₹10,000 30 Sep 21 ₹15,433 30 Sep 22 ₹15,599 30 Sep 23 ₹18,685 30 Sep 24 ₹25,473 30 Sep 25 ₹24,636 Returns for UTI Hybrid Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Oct 25 Duration Returns 1 Month 3.6% 3 Month 1.9% 6 Month 5.9% 1 Year 5% 3 Year 16.6% 5 Year 19.8% 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 16.03 Yr. Sunil Patil 5 Feb 18 7.66 Yr. Data below for UTI Hybrid Equity Fund as on 31 Aug 25
Asset Allocation
Asset Class Value Cash 1.78% Equity 71.71% Debt 26.51% Equity Sector Allocation
Sector Value Financial Services 22.18% Consumer Cyclical 7.75% Technology 7.17% Industrials 5.77% Energy 5.47% Basic Materials 5.02% Health Care 4.98% Consumer Defensive 4.76% Communication Services 4.05% Real Estate 2.96% Utility 1.59% Debt Sector Allocation
Sector Value Government 17.78% Corporate 8.49% Cash Equivalent 2.02% Credit Quality
Rating Value AA 1.07% AAA 98.93% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 29 Feb 20 | HDFCBANK6% ₹393 Cr 4,127,946
↓ -122,500 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 10 | ICICIBANK5% ₹313 Cr 2,318,644
↓ -50,000 Infosys Ltd (Technology)
Equity, Since 31 Mar 06 | INFY4% ₹225 Cr 1,559,346
↑ 50,000 ITC Ltd (Consumer Defensive)
Equity, Since 31 Aug 06 | ITC3% ₹186 Cr 4,639,969
↑ 150,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 19 | RELIANCE3% ₹186 Cr 1,363,588
↑ 98,000 6.92% Govt Stock 2039
Sovereign Bonds | -3% ₹171 Cr 1,700,000,000 6.33% Govt Stock 2035
Sovereign Bonds | -2% ₹149 Cr 1,514,590,000 Vedanta Ltd (Basic Materials)
Equity, Since 30 Apr 24 | 5002952% ₹131 Cr 2,820,574 7.32% Govt Stock 2030
Sovereign Bonds | -2% ₹125 Cr 1,200,000,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 24 | MARUTI2% ₹120 Cr 74,858 8. BNP Paribas Substantial Equity Hybrid Fund
BNP Paribas Substantial Equity Hybrid Fund
Growth Launch Date 7 Apr 17 NAV (27 Oct 25) ₹28.1702 ↑ 0.10 (0.36 %) Net Assets (Cr) ₹1,223 on 31 Aug 25 Category Hybrid - Hybrid Equity AMC BNP Paribas Asset Mgmt India Pvt. Ltd Rating Risk Moderately High Expense Ratio 2.13 Sharpe Ratio -0.75 Information Ratio 0.74 Alpha Ratio -1.89 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 Sep 20 ₹10,000 30 Sep 21 ₹14,482 30 Sep 22 ₹14,306 30 Sep 23 ₹16,544 30 Sep 24 ₹22,336 30 Sep 25 ₹21,476 Returns for BNP Paribas Substantial Equity Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Oct 25 Duration Returns 1 Month 2.3% 3 Month 1.6% 6 Month 6.2% 1 Year 3.1% 3 Year 14.5% 5 Year 16.4% 10 Year 15 Year Since launch 12.9% 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 3.29 Yr. Gurvinder Wasan 21 Oct 24 0.94 Yr. Pratish Krishnan 14 Mar 22 3.55 Yr. Data below for BNP Paribas Substantial Equity Hybrid Fund as on 31 Aug 25
Asset Allocation
Asset Class Value Cash 2.21% Equity 68.95% Debt 28.85% Equity Sector Allocation
Sector Value Financial Services 21.38% Industrials 11.6% Consumer Cyclical 9.53% Energy 6.38% Technology 5.65% Consumer Defensive 4.86% Basic Materials 3.71% Health Care 2.38% Communication Services 2.07% Utility 0.84% Real Estate 0.55% Debt Sector Allocation
Sector Value Corporate 14.28% Government 14.09% Cash Equivalent 2.68% Credit Quality
Rating Value AA 18.69% AAA 81.31% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 17 | HDFCBANK6% ₹77 Cr 810,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 17 | ICICIBANK6% ₹72 Cr 531,000 Reliance Industries Ltd (Energy)
Equity, Since 31 May 21 | RELIANCE5% ₹58 Cr 423,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 21 | LT4% ₹49 Cr 135,000 6.79% Govt Stock 2034
Sovereign Bonds | -3% ₹37 Cr 3,650,000
↑ 750,000 6.33% Govt Stock 2035
Sovereign Bonds | -3% ₹36 Cr 3,700,000
↑ 1,700,000 Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 23 | POWERINDIA3% ₹36 Cr 19,800 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 23 | KOTAKBANK2% ₹29 Cr 144,000 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% ₹25 Cr 135,000 9. DSP Equity and Bond Fund
DSP Equity and Bond Fund
Growth Launch Date 27 May 99 NAV (27 Oct 25) ₹364.605 ↑ 1.12 (0.31 %) Net Assets (Cr) ₹11,333 on 31 Aug 25 Category Hybrid - Hybrid Equity AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.76 Sharpe Ratio -0.47 Information Ratio 0.86 Alpha Ratio 1.18 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 Sep 20 ₹10,000 30 Sep 21 ₹14,796 30 Sep 22 ₹14,162 30 Sep 23 ₹16,680 30 Sep 24 ₹22,122 30 Sep 25 ₹22,003 Returns for DSP Equity and Bond Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Oct 25 Duration Returns 1 Month 3.3% 3 Month 1.6% 6 Month 4.1% 1 Year 6.7% 3 Year 16.6% 5 Year 16.8% 10 Year 15 Year Since launch 14.6% 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 1.59 Yr. Shantanu Godambe 1 Aug 24 1.17 Yr. Data below for DSP Equity and Bond Fund as on 31 Aug 25
Asset Allocation
Asset Class Value Cash 3.44% Equity 69.42% Debt 27.13% Other 0.01% Equity Sector Allocation
Sector Value Financial Services 30.28% Health Care 9.31% Consumer Cyclical 9.07% Consumer Defensive 5.25% Technology 5.2% Utility 4.3% Basic Materials 2.87% Communication Services 1.22% Energy 1.09% Industrials 0.83% Debt Sector Allocation
Sector Value Government 21.49% Corporate 5.64% Cash Equivalent 3.44% Credit Quality
Rating Value AA 8.09% AAA 91.91% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 14 | HDFCBANK7% ₹812 Cr 8,541,164 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 15 | ICICIBANK5% ₹523 Cr 3,882,861 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Mar 24 | M&M4% ₹451 Cr 1,317,286 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 5322154% ₹434 Cr 3,838,487
↑ 538,599 6.9% Govt Stock 2065
Sovereign Bonds | -4% ₹429 Cr 43,500,000
↑ 9,000,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 24 | KOTAKBANK4% ₹428 Cr 2,148,818
↑ 423,001 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Apr 24 | SBILIFE4% ₹414 Cr 2,312,135 ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 24 | ITC3% ₹345 Cr 8,602,900
↑ 1,409,826 Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | MOTHERSON3% ₹336 Cr 31,801,866
↑ 736,772 Infosys Ltd (Technology)
Equity, Since 30 Jun 20 | INFY3% ₹334 Cr 2,316,228
↑ 386,998 10. Franklin India Equity Hybrid Fund
Franklin India Equity Hybrid Fund
Growth Launch Date 10 Dec 99 NAV (27 Oct 25) ₹276.643 ↑ 1.40 (0.51 %) Net Assets (Cr) ₹2,245 on 31 Aug 25 Category Hybrid - Hybrid Equity AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.11 Sharpe Ratio -0.67 Information Ratio 0.99 Alpha Ratio -0.88 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 Sep 20 ₹10,000 30 Sep 21 ₹15,152 30 Sep 22 ₹15,116 30 Sep 23 ₹17,625 30 Sep 24 ₹23,096 30 Sep 25 ₹22,810 Returns for Franklin India Equity Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Oct 25 Duration Returns 1 Month 3.4% 3 Month 2.1% 6 Month 6.2% 1 Year 6.1% 3 Year 15% 5 Year 17.5% 10 Year 15 Year Since launch 13.7% 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 0.99 Yr. Anuj Tagra 7 Mar 24 1.57 Yr. Chandni Gupta 7 Mar 24 1.57 Yr. Sandeep Manam 18 Oct 21 3.96 Yr. Rajasa Kakulavarapu 6 Sep 21 4.07 Yr. Data below for Franklin India Equity Hybrid Fund as on 31 Aug 25
Asset Allocation
Asset Class Value Cash 5.2% Equity 70.18% Debt 24.62% Equity Sector Allocation
Sector Value Financial Services 21.95% Consumer Cyclical 10.54% Industrials 8.71% Technology 4.86% Health Care 4.83% Utility 3.96% Communication Services 3.83% Basic Materials 3.64% Consumer Defensive 3.42% Energy 2.88% Real Estate 1.55% Debt Sector Allocation
Sector Value Corporate 20.51% Cash Equivalent 5.2% Government 4.11% Credit Quality
Rating Value AA 32.08% AAA 67.92% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK7% ₹161 Cr 1,695,000
↑ 40,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK5% ₹124 Cr 920,000
↑ 61,500 Jubilant Bevco Limited
Debentures | -5% ₹105 Cr 9,994 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT4% ₹82 Cr 225,000
↑ 15,000 Jubilant Beverages Limited
Debentures | -3% ₹75 Cr 7,150 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 05 | BHARTIARTL3% ₹73 Cr 388,000
↑ 35,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 5322153% ₹70 Cr 620,000
↑ 40,000 Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE3% ₹65 Cr 480,000
↑ 20,000 Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY3% ₹63 Cr 440,000 Poonawalla Fincorp Limited
Debentures | -2% ₹52 Cr 5,000
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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Research Highlights for JM Equity Hybrid Fund