Best Balanced Mutual Funds India 2026

Updated on March 19, 2026 , 17108 views

Top Balanced Fund are Mutual Funds that invest more than 65% of their assets in equities and the remaining assets in debt instruments to yield good overall returns. Balanced Mutual Funds are beneficial for investors who are willing to take a market risk while looking for some fixed returns as well. The assets invested in equities and stocks offer market-linked returns while the assets invested in debt instruments offer fixed returns. Being a combination of both Equity and Debt, investors should be very careful when Investing in these funds. The investors are advised to look for top Balanced Funds before investing in Balanced Mutual Funds. We have listed top balanced mutual funds below.

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Fund Selection Methodology used to find 7 funds

Category: Hybrid
Minimum fund age: 5 years
Sorted On : 1-year return (high to low)
Tags: fcpro
No Of Funds: 7

Top 7 Balanced Mutual Funds for Investments in India 2026 - 2027

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
Sundaram Equity Hybrid Fund Growth	₹135.137 ↑ 0.78	₹1,954	0.5	10.5	27.1	16	14.2
SBI Dynamic Asset Allocation Fund Growth	₹15.9463 ↑ 0.03	₹655	3.9	6.2	25.1	6.9	8.3
SBI Multi Asset Allocation Fund Growth	₹63.7865 ↓ -1.01	₹16,367	-1.8	4.5	16.6	17.7	14.2	18.6
Baroda Pioneer Hybrid Equity Fund Growth	₹81.2894 ↑ 0.36	₹389	-3.5	-0.8	14.8	14.3	11.2
Axis Triple Advantage Fund Growth	₹42.2649 ↓ -1.23	₹2,175	-3.5	1.2	13.6	15	10.5	15.3
Franklin India Multi - Asset Solution Fund Growth	₹21.8161 ↑ 0.02	₹120	1.4	2.9	12.1	14	13.1	14.1
IDBI Hybrid Equity Fund Growth	₹17.1253 ↓ -0.01	₹179	7.8	9.8	12.1	14.4	7.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Dec 21

Research Highlights & Commentary of 7 Funds showcased

Commentary	Sundaram Equity Hybrid Fund	SBI Dynamic Asset Allocation Fund	SBI Multi Asset Allocation Fund	Baroda Pioneer Hybrid Equity Fund	Axis Triple Advantage Fund	Franklin India Multi - Asset Solution Fund	IDBI Hybrid Equity Fund
Point 1	Upper mid AUM (₹1,954 Cr).	Lower mid AUM (₹655 Cr).	Highest AUM (₹16,367 Cr).	Lower mid AUM (₹389 Cr).	Upper mid AUM (₹2,175 Cr).	Bottom quartile AUM (₹120 Cr).	Bottom quartile AUM (₹179 Cr).
Point 2	Oldest track record among peers (25 yrs).	Established history (10+ yrs).	Established history (20+ yrs).	Established history (22+ yrs).	Established history (15+ yrs).	Established history (11+ yrs).	Established history (9+ yrs).
Point 3	Rating: 2★ (upper mid).	Not Rated.	Top rated.	Rating: 3★ (upper mid).	Rating: 2★ (lower mid).	Not Rated.	Not Rated.
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderate.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 14.20% (top quartile).	5Y return: 8.31% (bottom quartile).	5Y return: 14.18% (upper mid).	5Y return: 11.17% (lower mid).	5Y return: 10.49% (lower mid).	5Y return: 13.15% (upper mid).	5Y return: 7.09% (bottom quartile).
Point 6	3Y return: 16.03% (upper mid).	3Y return: 6.92% (bottom quartile).	3Y return: 17.69% (top quartile).	3Y return: 14.26% (lower mid).	3Y return: 14.99% (upper mid).	3Y return: 14.02% (bottom quartile).	3Y return: 14.43% (lower mid).
Point 7	1Y return: 27.10% (top quartile).	1Y return: 25.12% (upper mid).	1Y return: 16.65% (upper mid).	1Y return: 14.82% (lower mid).	1Y return: 13.62% (lower mid).	1Y return: 12.11% (bottom quartile).	1Y return: 12.06% (bottom quartile).
Point 8	1M return: 1.80% (upper mid).	1M return: 1.04% (upper mid).	1M return: -4.92% (bottom quartile).	1M return: -2.79% (lower mid).	1M return: -6.69% (bottom quartile).	1M return: 0.39% (lower mid).	1M return: 2.10% (top quartile).
Point 9	Alpha: 5.81 (upper mid).	Alpha: 0.00 (upper mid).	Alpha: 0.00 (lower mid).	Alpha: 6.53 (top quartile).	Alpha: 0.00 (lower mid).	Alpha: 0.00 (bottom quartile).	Alpha: -0.26 (bottom quartile).
Point 10	Sharpe: 2.64 (upper mid).	Sharpe: 2.59 (lower mid).	Sharpe: 3.60 (upper mid).	Sharpe: 2.59 (lower mid).	Sharpe: 3.65 (top quartile).	Sharpe: 1.73 (bottom quartile).	Sharpe: 1.03 (bottom quartile).

Sundaram Equity Hybrid Fund

Upper mid AUM (₹1,954 Cr).
Oldest track record among peers (25 yrs).
Rating: 2★ (upper mid).
Risk profile: Moderately High.
5Y return: 14.20% (top quartile).
3Y return: 16.03% (upper mid).
1Y return: 27.10% (top quartile).
1M return: 1.80% (upper mid).
Alpha: 5.81 (upper mid).
Sharpe: 2.64 (upper mid).

SBI Dynamic Asset Allocation Fund

Lower mid AUM (₹655 Cr).
Established history (10+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 8.31% (bottom quartile).
3Y return: 6.92% (bottom quartile).
1Y return: 25.12% (upper mid).
1M return: 1.04% (upper mid).
Alpha: 0.00 (upper mid).
Sharpe: 2.59 (lower mid).

SBI Multi Asset Allocation Fund

Highest AUM (₹16,367 Cr).
Established history (20+ yrs).
Top rated.
Risk profile: Moderate.
5Y return: 14.18% (upper mid).
3Y return: 17.69% (top quartile).
1Y return: 16.65% (upper mid).
1M return: -4.92% (bottom quartile).
Alpha: 0.00 (lower mid).
Sharpe: 3.60 (upper mid).

Baroda Pioneer Hybrid Equity Fund

Lower mid AUM (₹389 Cr).
Established history (22+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 11.17% (lower mid).
3Y return: 14.26% (lower mid).
1Y return: 14.82% (lower mid).
1M return: -2.79% (lower mid).
Alpha: 6.53 (top quartile).
Sharpe: 2.59 (lower mid).

Axis Triple Advantage Fund

Upper mid AUM (₹2,175 Cr).
Established history (15+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 10.49% (lower mid).
3Y return: 14.99% (upper mid).
1Y return: 13.62% (lower mid).
1M return: -6.69% (bottom quartile).
Alpha: 0.00 (lower mid).
Sharpe: 3.65 (top quartile).

Franklin India Multi - Asset Solution Fund

Bottom quartile AUM (₹120 Cr).
Established history (11+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 13.15% (upper mid).
3Y return: 14.02% (bottom quartile).
1Y return: 12.11% (bottom quartile).
1M return: 0.39% (lower mid).
Alpha: 0.00 (bottom quartile).
Sharpe: 1.73 (bottom quartile).

IDBI Hybrid Equity Fund

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

About the Fincash Research Team

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

Who We Are

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MCA CIN: U74999MH2016PTC282153
Location: Thane, Maharashtra, India
Experience: 10+ years in Mutual Fund distribution

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Market analysts tracking performance, macro trends, and sectors.
Data specialists processing NAVs, allocations, and risk metrics from Morning Star.

Our Research Process

Data sourcing: SEBI-registered fund houses & verified third-party provider Morning Star
Screening: Returns, manager track record, expenses, sector mix, risk-adjusted metrics.
Expert review: Senior team members review every article and list for accuracy.
Updates: Regular refreshes so performance data reflects current market conditions.

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Disclaimer

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

Top 7 Balanced Funds

1. Sundaram Equity Hybrid Fund

(Erstwhile Sundaram Balanced Fund)

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

Research Highlights for Sundaram Equity Hybrid Fund

Upper mid AUM (₹1,954 Cr).
Oldest track record among peers (25 yrs).
Rating: 2★ (upper mid).
Risk profile: Moderately High.
5Y return: 14.20% (top quartile).
3Y return: 16.03% (upper mid).
1Y return: 27.10% (top quartile).
1M return: 1.80% (upper mid).
Alpha: 5.81 (upper mid).
Sharpe: 2.64 (upper mid).
Information ratio: -0.12 (bottom quartile).

Below is the key information for Sundaram Equity Hybrid Fund

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

Growth of 10,000 investment over the years.

Date	Value
28 Feb 21	₹10,000

Sundaram Equity Hybrid Fund SIP Returns

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

Returns for Sundaram Equity Hybrid Fund

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

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

Historical performance (Yearly) on absolute basis

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

Fund Manager information for Sundaram Equity Hybrid Fund

Name	Since	Tenure

Data below for Sundaram Equity Hybrid Fund as on 30 Nov 21

Asset Allocation

Asset Class	Value

Equity Sector Allocation

Sector	Value

Debt Sector Allocation

Sector	Value

Credit Quality

Rating	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

2. SBI Dynamic Asset Allocation Fund

The objective of the fund will be to provide investors with an opportunity to invest in a portfolio of a mix of equity and equity related securities and fixed income instruments. The allocation between fixed income and equity instruments will be managed dynamically so as to provide investors with long term capital appreciation However, there can be no assurance that the investment objective of the Scheme will be achieved.

Research Highlights for SBI Dynamic Asset Allocation Fund

Lower mid AUM (₹655 Cr).
Established history (10+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 8.31% (bottom quartile).
3Y return: 6.92% (bottom quartile).
1Y return: 25.12% (upper mid).
1M return: 1.04% (upper mid).
Alpha: 0.00 (upper mid).
Sharpe: 2.59 (lower mid).
Information ratio: 0.00 (top quartile).

Below is the key information for SBI Dynamic Asset Allocation Fund

SBI Dynamic Asset Allocation Fund Growth
Launch Date	26 Mar 15
NAV (02 Jul 21)	₹15.9463 ↑ 0.03 (0.18 %)
Net Assets (Cr)	₹655 on 31 May 21
Category	Hybrid - Dynamic Allocation
AMC	SBI Funds Management Private Limited
Rating	Not Rated
Risk	Moderately High
Expense Ratio	2.07
Sharpe Ratio	2.59
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
28 Feb 21	₹10,000

SBI Dynamic Asset Allocation Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357 Invest Now

Returns for SBI Dynamic 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 31 Dec 21

Duration	Returns
1 Month	1%
3 Month	3.9%
6 Month	6.2%
1 Year	25.1%
3 Year	6.9%
5 Year	8.3%
10 Year
15 Year
Since launch	7.7%

Historical performance (Yearly) on absolute basis

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

Fund Manager information for SBI Dynamic Asset Allocation Fund

Name	Since	Tenure

Data below for SBI Dynamic Asset Allocation Fund as on 31 May 21

Asset Allocation

Asset Class	Value

Equity Sector Allocation

Sector	Value

Debt Sector Allocation

Sector	Value

Credit Quality

Rating	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

3. 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.

Research Highlights for SBI Multi Asset Allocation Fund

Highest AUM (₹16,367 Cr).
Established history (20+ yrs).
Top rated.
Risk profile: Moderate.
5Y return: 14.18% (upper mid).
3Y return: 17.69% (top quartile).
1Y return: 16.65% (upper mid).
1M return: -4.92% (bottom quartile).
Alpha: 0.00 (lower mid).
Sharpe: 3.60 (upper mid).
Information ratio: 0.00 (upper mid).

Below is the key information for SBI Multi Asset Allocation Fund

SBI Multi Asset Allocation Fund Growth
Launch Date	21 Dec 05
NAV (20 Mar 26)	₹63.7865 ↓ -1.01 (-1.56 %)
Net Assets (Cr)	₹16,367 on 28 Feb 26
Category	Hybrid - Multi Asset
AMC	SBI Funds Management Private Limited
Rating	☆☆☆☆
Risk	Moderate
Expense Ratio	1.46
Sharpe Ratio	3.6
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
28 Feb 21	₹10,000
28 Feb 22	₹11,210
28 Feb 23	₹11,646
29 Feb 24	₹14,987
28 Feb 25	₹16,142
28 Feb 26	₹20,311

SBI Multi Asset Allocation Fund SIP Returns

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

Returns for 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 31 Dec 21

Duration	Returns
1 Month	-4.9%
3 Month	-1.8%
6 Month	4.5%
1 Year	16.6%
3 Year	17.7%
5 Year	14.2%
10 Year
15 Year
Since launch	9.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	18.6%
2023	12.8%
2022	24.4%
2021	6%
2020	13%
2019	14.2%
2018	10.6%
2017	0.4%
2016	10.9%
2015	8.7%

Fund Manager information for SBI Multi Asset Allocation Fund

Name	Since	Tenure
Dinesh Balachandran	31 Oct 21	4.33 Yr.
Mansi Sajeja	1 Dec 23	2.25 Yr.
Vandna Soni	1 Jan 24	2.16 Yr.

Data below for SBI Multi Asset Allocation Fund as on 28 Feb 26

Asset Allocation

Asset Class	Value
Cash	12.26%
Equity	45.54%
Debt	31.72%
Other	10.48%

Equity Sector Allocation

Sector	Value
Financial Services	13.13%
Real Estate	5.35%
Energy	5.31%
Basic Materials	4.6%
Consumer Cyclical	4.56%
Utility	3.02%
Technology	2.35%
Consumer Defensive	2.34%
Industrials	1.67%
Communication Services	1.62%
Health Care	1.6%

Debt Sector Allocation

Sector	Value
Corporate	26.23%
Cash Equivalent	10%
Government	7.75%

Credit Quality

Rating	Value
A	3.13%
AA	45.6%
AAA	51.27%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
SBI Gold ETF - \| -	6%	₹904 Cr	66,591,000 ↑ 29,350,000
SBI Silver ETF - \| -	5%	₹836 Cr	32,296,178
Brookfield India Real Estate Trust (Real Estate) -, Since 30 Apr 25 \| BIRET	3%	₹560 Cr	15,164,234
6.48% Gs 2035 Sovereign Bonds \| -	3%	₹493 Cr	50,000,000 ↑ 50,000,000
GAIL (India) Ltd (Utilities) Equity, Since 31 Mar 21 \| GAIL	2%	₹396 Cr	23,350,297 ↑ 1,916,287
Bandhan Bank Ltd (Financial Services) Equity, Since 30 Sep 24 \| BANDHANBNK	2%	₹373 Cr	20,500,000 ↑ 9,000,000
Oil & Natural Gas Corp Ltd (Energy) Equity, Since 15 Apr 24 \| ONGC	2%	₹322 Cr	11,500,000
Adani Power Limited Debentures \| -	2%	₹299 Cr	30,000
Punjab National Bank (Financial Services) Equity, Since 31 Oct 24 \| PNB	2%	₹272 Cr	21,000,000
The Federal Bank Ltd (Financial Services) Equity, Since 15 Jul 25 \| FEDERALBNK	2%	₹270 Cr	9,000,000 ↑ 2,500,000

4. Baroda Pioneer Hybrid Equity Fund

(Erstwhile Baroda Pioneer Balance Fund)

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

Research Highlights for Baroda Pioneer Hybrid Equity Fund

Lower mid AUM (₹389 Cr).
Established history (22+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 11.17% (lower mid).
3Y return: 14.26% (lower mid).
1Y return: 14.82% (lower mid).
1M return: -2.79% (lower mid).
Alpha: 6.53 (top quartile).
Sharpe: 2.59 (lower mid).
Information ratio: -0.07 (lower mid).

Below is the key information for Baroda Pioneer Hybrid Equity Fund

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

Growth of 10,000 investment over the years.

Date	Value
28 Feb 21	₹10,000
28 Feb 22	₹11,908

Baroda Pioneer Hybrid Equity Fund SIP Returns

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

Returns for Baroda Pioneer Hybrid Equity Fund

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

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

Historical performance (Yearly) on absolute basis

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

Fund Manager information for Baroda Pioneer Hybrid Equity Fund

Name	Since	Tenure

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

Asset Allocation

Asset Class	Value

Equity Sector Allocation

Sector	Value

Debt Sector Allocation

Sector	Value

Credit Quality

Rating	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

5. Axis Triple Advantage Fund

To generate long term capital appreciation by investing in a diversified portfolio of equity and equity related instruments, fixed income instruments & gold exchange traded funds.

Research Highlights for Axis Triple Advantage Fund

Upper mid AUM (₹2,175 Cr).
Established history (15+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 10.49% (lower mid).
3Y return: 14.99% (upper mid).
1Y return: 13.62% (lower mid).
1M return: -6.69% (bottom quartile).
Alpha: 0.00 (lower mid).
Sharpe: 3.65 (top quartile).
Information ratio: 0.00 (upper mid).

Below is the key information for Axis Triple Advantage Fund

Axis Triple Advantage Fund Growth
Launch Date	23 Aug 10
NAV (19 Mar 26)	₹42.2649 ↓ -1.23 (-2.82 %)
Net Assets (Cr)	₹2,175 on 28 Feb 26
Category	Hybrid - Multi Asset
AMC	Axis Asset Management Company Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	2.1
Sharpe Ratio	3.65
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	1,000
Exit Load	0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
28 Feb 21	₹10,000
28 Feb 22	₹11,574
28 Feb 23	₹11,085
29 Feb 24	₹13,082
28 Feb 25	₹14,083
28 Feb 26	₹17,813

Axis Triple Advantage Fund SIP Returns

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

Returns for Axis Triple 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 31 Dec 21

Duration	Returns
1 Month	-6.7%
3 Month	-3.5%
6 Month	1.2%
1 Year	13.6%
3 Year	15%
5 Year	10.5%
10 Year
15 Year
Since launch	9.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	15.3%
2023	15.4%
2022	12.9%
2021	-5.8%
2020	22.8%
2019	18%
2018	15.3%
2017	1.9%
2016	15.9%
2015	7.1%

Fund Manager information for Axis Triple Advantage Fund

Name	Since	Tenure
Devang Shah	5 Apr 24	1.9 Yr.
Aditya Pagaria	1 Jun 24	1.75 Yr.
Ashish Naik	22 Jun 16	9.69 Yr.
Hardik Shah	5 Apr 24	1.9 Yr.
Pratik Tibrewal	1 Feb 25	1.07 Yr.
Krishnaa N	16 Dec 24	1.2 Yr.

Data below for Axis Triple Advantage Fund as on 28 Feb 26

Asset Allocation

Asset Class	Value
Cash	14.36%
Equity	58.61%
Debt	11.21%
Other	15.81%

Equity Sector Allocation

Sector	Value
Financial Services	24.35%
Consumer Cyclical	9.91%
Industrials	5.67%
Basic Materials	5.43%
Health Care	5.33%
Consumer Defensive	4.69%
Technology	3.99%
Energy	3.48%
Communication Services	2.25%
Real Estate	0.44%

Debt Sector Allocation

Sector	Value
Cash Equivalent	14.95%
Corporate	5.95%
Government	4.67%

Credit Quality

Rating	Value
A	10.39%
AA	38.79%
AAA	50.82%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Axis Gold ETF - \| -	13%	₹290 Cr	21,787,291 ↑ 1,527,439
HDFC Bank Ltd (Financial Services) Equity, Since 30 Sep 10 \| HDFCBANK	8%	₹170 Cr	1,909,649 ↑ 390,896
Future on BANK Index - \| -	6%	-₹122 Cr	1,244,000 ↑ 659,350
ICICI Bank Ltd (Financial Services) Equity, Since 30 Nov 18 \| ICICIBANK	5%	₹110 Cr	795,412 ↑ 38,862
State Bank of India (Financial Services) Equity, Since 30 Nov 22 \| SBIN	4%	₹86 Cr	716,029
Reliance Industries Ltd (Energy) Equity, Since 30 Apr 19 \| RELIANCE	3%	₹71 Cr	511,956 ↑ 56,500
Axis Silver ETF - \| -	3%	₹60 Cr	2,297,575 ↓ -619,425
National Bank For Agriculture And Rural Development Debentures \| -	2%	₹50 Cr	5,000 ↑ 5,000
Infosys Ltd (Technology) Equity, Since 31 May 18 \| INFY	2%	₹44 Cr	334,914 ↑ 58,152
Axis Bank Ltd (Financial Services) Equity, Since 31 Jan 26 \| AXISBANK	2%	₹41 Cr	293,304 ↑ 116,499

6. Franklin India Multi - Asset Solution Fund

The Fund seeks to achieve capital appreciation and diversification through a mix of strategic and tactical allocation to various asset classes such as equity, debt, gold and cash by investing in funds investing in these asset classes. However, there is no assurance or guarantee that the objective of the scheme will be achieved.

Research Highlights for Franklin India Multi - Asset Solution Fund

Bottom quartile AUM (₹120 Cr).
Established history (11+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 13.15% (upper mid).
3Y return: 14.02% (bottom quartile).
1Y return: 12.11% (bottom quartile).
1M return: 0.39% (lower mid).
Alpha: 0.00 (bottom quartile).
Sharpe: 1.73 (bottom quartile).
Information ratio: 0.00 (lower mid).

Below is the key information for Franklin India Multi - Asset Solution Fund

Franklin India Multi - Asset Solution Fund Growth
Launch Date	28 Nov 14
NAV (18 Mar 26)	₹21.8161 ↑ 0.02 (0.08 %)
Net Assets (Cr)	₹120 on 28 Feb 26
Category	Hybrid - Dynamic Allocation
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	Not Rated
Risk	Moderately High
Expense Ratio	1.36
Sharpe Ratio	1.73
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-3 Years (1%),3 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
28 Feb 21	₹10,000
28 Feb 22	₹11,912
28 Feb 23	₹12,348
29 Feb 24	₹14,406
28 Feb 25	₹16,083
28 Feb 26	₹18,368

Franklin India Multi - Asset Solution Fund SIP Returns

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

Returns for Franklin India Multi - Asset Solution Fund

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

Duration	Returns
1 Month	0.4%
3 Month	1.4%
6 Month	2.9%
1 Year	12.1%
3 Year	14%
5 Year	13.1%
10 Year
15 Year
Since launch	7.1%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	14.1%
2023	11.7%
2022	14.9%
2021	3.9%
2020	25.5%
2019	-14%
2018	8.2%
2017	0.4%
2016	11.1%
2015	7.8%

Fund Manager information for Franklin India Multi - Asset Solution Fund

Name	Since	Tenure
Rahul Goswami	4 Jul 25	0.66 Yr.
Pallab Roy	4 Jul 25	0.66 Yr.
Rohan Maru	4 Jul 25	0.66 Yr.

Data below for Franklin India Multi - Asset Solution Fund as on 28 Feb 26

Asset Allocation

Asset Class	Value
Cash	50.14%
Debt	50.01%
Other	0.14%

Equity Sector Allocation

Sector	Value
Financial Services	10.37%
Basic Materials	3.34%
Consumer Cyclical	2.51%
Energy	2.2%
Communication Services	1.96%
Industrials	1.91%
Consumer Defensive	1.47%
Health Care	1.4%
Technology	1.15%
Utility	0.91%
Real Estate	0.55%

Debt Sector Allocation

Sector	Value
Cash Equivalent	40.19%
Corporate	31.03%
Government	28.94%

Credit Quality

Rating	Value
AA	3.65%
AAA	96.35%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Franklin India Arbitrage Dir Gr Investment Fund \| -	19%	₹22 Cr	20,574,353 ↑ 917,756
Franklin India Money Mkt Dir Gr Investment Fund \| -	18%	₹21 Cr	3,902,609 ↑ 185,212
Franklin India Gov Sec Dir Gr Investment Fund \| -	12%	₹14 Cr	2,173,334
Franklin India Corp Dbt Dir Gr Investment Fund \| -	12%	₹14 Cr	1,265,769
Kotak Arbitrage Dir Gr Investment Fund \| -	8%	₹10 Cr	2,329,214 ↑ 239,480
Aditya BSL Arbitrage Dir Gr Investment Fund \| -	8%	₹9 Cr	3,015,804 ↑ 334,738
Tata Arbitrage Dir Gr Investment Fund \| -	7%	₹9 Cr	5,399,085
Axis Corporate Bond Dir Gr Investment Fund \| -	5%	₹6 Cr	2,994,043
Kotak Corporate Bond Dir Gr Investment Fund \| -	5%	₹6 Cr	13,741
Bandhan Corporate Bond Dir Gr Investment Fund \| -	5%	₹6 Cr	2,734,146

7. IDBI Hybrid Equity Fund

(Erstwhile IDBI Prudence Fund)

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

Research Highlights for IDBI Hybrid Equity Fund

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

Below is the key information for IDBI Hybrid Equity Fund

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

Growth of 10,000 investment over the years.

Date	Value
28 Feb 21	₹10,000
28 Feb 22	₹11,397
28 Feb 23	₹11,327

IDBI Hybrid Equity Fund SIP Returns

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

Returns for IDBI Hybrid Equity Fund

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

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

Historical performance (Yearly) on absolute basis

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

Fund Manager information for IDBI Hybrid Equity Fund

Name	Since	Tenure

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

Asset Allocation

Asset Class	Value

Equity Sector Allocation

Sector	Value

Debt Sector Allocation

Sector	Value

Credit Quality

Rating	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

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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.