7 بہترین جارحانہ ہائبرڈ میوچل فنڈز 2022

Updated on March 29, 2026 , 27588 views

جارحانہہائبرڈ فنڈ ان سرمایہ کاروں کے لیے موزوں ہے جو اپنی طرف مائل ہونا چاہتے ہیں۔سرمایہ کاری میںایکویٹی فنڈز، لیکن ایک ہی وقت میں پورٹ فولیو میں استحکام چاہتا ہے۔ یہ فنڈ ایکویٹی اور ہائبرڈ فنڈ دونوں کا مرکب ہے۔ لیکن، چونکہ اس فنڈ میں ایکویٹی انسٹرومنٹ کا حصہ زیادہ ہے، اس لیے اسے جارحانہ ہائبرڈ فنڈ کہا جاتا ہے۔ سرمایہ کار جنہیں اس زمرے سے اچھے فنڈز کا انتخاب کرنے کے لیے رہنما کی ضرورت ہوگی، ہم نے سرمایہ کاری کے لیے کچھ بہترین جارحانہ ہائبرڈ فنڈز کو شارٹ لسٹ کیا ہے۔

جارحانہ ہائبرڈ فنڈز کیا ہیں؟

جارحانہ ہائبرڈ فنڈ اپنے کل اثاثوں کا تقریباً 65 سے 85 فیصد ایکویٹی سے متعلقہ آلات میں اور تقریباً 20 سے 35 فیصد قرض کے آلات میں لگائے گا۔ چونکہ فنڈ کا زیادہ سے زیادہ مختص ایکویٹی ہے، اس لیے اسے ہائبرڈ ایکویٹی فنڈ بھی کہا جا سکتا ہے۔

چونکہ اس فنڈ میں قرض کے آلے کا ایک حصہ ہوتا ہے، اس لیے یہ خالص ایکویٹی کے مقابلے نسبتاً کم اتار چڑھاؤ والے ہوتے ہیں۔باہمی چندہ. تاہم، ایک اسکیم جو اپنے کارپس کا 65 فیصد (یا اس سے اوپر) ایکوئٹی میں لگاتی ہے اسے خطرے سے پاک سرمایہ کاری نہیں سمجھا جا سکتا۔

کس کو سرمایہ کاری کرنی چاہئے؟

ایکسرمایہ کار جو سرمایہ کاری میں کسی حد تک خطرے کو برداشت کر سکتا ہے وہ جارحانہ ہائبرڈ فنڈز میں سرمایہ کاری کرنے پر غور کر سکتا ہے۔ نیز، ایک سرمایہ کار جو ایکویٹی میں سرمایہ کاری کرنا چاہتا ہے، لیکن ساتھ ہی محفوظ راستہ اختیار کرنا چاہتا ہے، وہ اس فنڈ کے ساتھ شروع کر سکتا ہے۔

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ٹاپ 7 بہترین پرفارمنگ ایگریسو ہائبرڈ فنڈز 2022

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
BOI AXA Mid and Small Cap Equity and Debt Fund Growth	₹35.58	₹1,360	-7.8	-5	2.2	16.7	15.6	-0.9
ICICI Prudential Equity and Debt Fund Growth	₹375.05	₹50,205	-8.8	-5.5	1.7	16.3	17.2	13.3
Sundaram Equity Hybrid Fund Growth	₹135.137 ↑ 0.78	₹1,954	0.5	10.5	27.1	16	14.2
Baroda Pioneer Hybrid Equity Fund Growth	₹81.2894 ↑ 0.36	₹389	-3.5	-0.8	14.8	14.3	11.2
JM Equity Hybrid Fund Growth	₹105.701 ↓ 0.00	₹735	-11.8	-10.9	-6.7	14.2	12.6	-3.1
UTI Hybrid Equity Fund Growth	₹376.381 ↑ 0.00	₹6,663	-10.3	-5.3	-1.1	13.5	12.8	6.4
Bandhan Hybrid Equity Fund Growth	₹24.463 ↓ 0.00	₹1,747	-9.4	-5.5	2	13.4	11.6	7.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Mar 26

Research Highlights & Commentary of 7 Funds showcased

Commentary	BOI AXA Mid and Small Cap Equity and Debt Fund	ICICI Prudential Equity and Debt Fund	Sundaram Equity Hybrid Fund	Baroda Pioneer Hybrid Equity Fund	JM Equity Hybrid Fund	UTI Hybrid Equity Fund	Bandhan Hybrid Equity Fund
Point 1	Lower mid AUM (₹1,360 Cr).	Highest AUM (₹50,205 Cr).	Upper mid AUM (₹1,954 Cr).	Bottom quartile AUM (₹389 Cr).	Bottom quartile AUM (₹735 Cr).	Upper mid AUM (₹6,663 Cr).	Lower mid AUM (₹1,747 Cr).
Point 2	Established history (9+ yrs).	Established history (26+ yrs).	Established history (25+ yrs).	Established history (22+ yrs).	Oldest track record among peers (31 yrs).	Established history (31+ yrs).	Established history (9+ yrs).
Point 3	Not Rated.	Top rated.	Rating: 2★ (lower mid).	Rating: 3★ (upper mid).	Rating: 1★ (lower mid).	Rating: 3★ (upper mid).	Not Rated.
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.
Point 5	5Y return: 15.57% (upper mid).	5Y return: 17.19% (top quartile).	5Y return: 14.20% (upper mid).	5Y return: 11.17% (bottom quartile).	5Y return: 12.60% (lower mid).	5Y return: 12.81% (lower mid).	5Y return: 11.60% (bottom quartile).
Point 6	3Y return: 16.75% (top quartile).	3Y return: 16.25% (upper mid).	3Y return: 16.03% (upper mid).	3Y return: 14.26% (lower mid).	3Y return: 14.16% (lower mid).	3Y return: 13.50% (bottom quartile).	3Y return: 13.38% (bottom quartile).
Point 7	1Y return: 2.18% (upper mid).	1Y return: 1.73% (lower mid).	1Y return: 27.10% (top quartile).	1Y return: 14.82% (upper mid).	1Y return: -6.68% (bottom quartile).	1Y return: -1.05% (bottom quartile).	1Y return: 1.98% (lower mid).
Point 8	1M return: -7.15% (upper mid).	1M return: -7.86% (lower mid).	1M return: 1.80% (top quartile).	1M return: -2.79% (upper mid).	1M return: -9.24% (bottom quartile).	1M return: -8.40% (lower mid).	1M return: -8.61% (bottom quartile).
Point 9	Alpha: 0.00 (lower mid).	Alpha: 3.49 (lower mid).	Alpha: 5.81 (upper mid).	Alpha: 6.53 (top quartile).	Alpha: -6.31 (bottom quartile).	Alpha: -0.58 (bottom quartile).	Alpha: 4.83 (upper mid).
Point 10	Sharpe: 1.04 (lower mid).	Sharpe: 1.45 (lower mid).	Sharpe: 2.64 (top quartile).	Sharpe: 2.59 (upper mid).	Sharpe: 0.19 (bottom quartile).	Sharpe: 0.90 (bottom quartile).	Sharpe: 1.47 (upper mid).

BOI AXA Mid and Small Cap Equity and Debt Fund

Lower mid AUM (₹1,360 Cr).
Established history (9+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 15.57% (upper mid).
3Y return: 16.75% (top quartile).
1Y return: 2.18% (upper mid).
1M return: -7.15% (upper mid).
Alpha: 0.00 (lower mid).
Sharpe: 1.04 (lower mid).

ICICI Prudential Equity and Debt Fund

Highest AUM (₹50,205 Cr).
Established history (26+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 17.19% (top quartile).
3Y return: 16.25% (upper mid).
1Y return: 1.73% (lower mid).
1M return: -7.86% (lower mid).
Alpha: 3.49 (lower mid).
Sharpe: 1.45 (lower mid).

Sundaram Equity Hybrid Fund

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

Baroda Pioneer Hybrid Equity Fund

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

JM Equity Hybrid Fund

Bottom quartile AUM (₹735 Cr).
Oldest track record among peers (31 yrs).
Rating: 1★ (lower mid).
Risk profile: Moderately High.
5Y return: 12.60% (lower mid).
3Y return: 14.16% (lower mid).
1Y return: -6.68% (bottom quartile).
1M return: -9.24% (bottom quartile).
Alpha: -6.31 (bottom quartile).
Sharpe: 0.19 (bottom quartile).

UTI Hybrid Equity Fund

Upper mid AUM (₹6,663 Cr).
Established history (31+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 12.81% (lower mid).
3Y return: 13.50% (bottom quartile).
1Y return: -1.05% (bottom quartile).
1M return: -8.40% (lower mid).
Alpha: -0.58 (bottom quartile).
Sharpe: 0.90 (bottom quartile).

Bandhan Hybrid Equity Fund

Lower mid AUM (₹1,747 Cr).
Established history (9+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 11.60% (bottom quartile).
3Y return: 13.38% (bottom quartile).
1Y return: 1.98% (lower mid).
1M return: -8.61% (bottom quartile).
Alpha: 4.83 (upper mid).
Sharpe: 1.47 (upper mid).

*فنڈز کی فہرست پر مبنی ہے۔اثاثے >= 200 کروڑ اور ترتیب دیا گیا3 سالسی اے جی آر واپسی.

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

(Erstwhile BOI AXA Mid Cap Equity And Debt Fund)

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

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

Lower mid AUM (₹1,360 Cr).
Established history (9+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 15.57% (upper mid).
3Y return: 16.75% (top quartile).
1Y return: 2.18% (lower mid).
1M return: -7.15% (lower mid).
Alpha: 0.00 (lower mid).
Sharpe: 1.04 (lower mid).
Information ratio: 0.00 (lower mid).
Top sector: Financial Services.
Top bond sector: Government.
Equity-heavy allocation (~72%).
High-quality debt (AAA/AA ~100%).
Largest holding Abbott India Ltd (~2.9%).

Below is the key information for BOI AXA Mid and Small Cap Equity and Debt Fund

BOI AXA Mid and Small Cap Equity and Debt Fund Growth
Launch Date	20 Jul 16
NAV (31 Mar 26)	₹35.58
Net Assets (Cr)	₹1,360 on 28 Feb 26
Category	Hybrid - Hybrid Equity
AMC	BOI AXA Investment Mngrs Private Ltd
Rating	Not Rated
Risk	Moderately High
Expense Ratio	2.27
Sharpe Ratio	1.04
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	1,000
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Mar 21	₹10,000
31 Mar 22	₹13,441
31 Mar 23	₹12,955
31 Mar 24	₹18,917
31 Mar 25	₹20,174

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

Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579 Invest Now

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

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Mar 26

Duration	Returns
1 Month	-7.2%
3 Month	-7.8%
6 Month	-5%
1 Year	2.2%
3 Year	16.7%
5 Year	15.6%
10 Year
15 Year
Since launch	14%

Historical performance (Yearly) on absolute basis

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

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

Name	Since	Tenure
Alok Singh	16 Feb 17	9.04 Yr.

Data below for BOI AXA Mid and Small Cap Equity and Debt Fund as on 28 Feb 26

Asset Allocation

Asset Class	Value
Cash	13.7%
Equity	71.67%
Debt	14.62%

Equity Sector Allocation

Sector	Value
Financial Services	17.76%
Industrials	13.67%
Health Care	11.31%
Basic Materials	11.15%
Consumer Cyclical	9.91%
Consumer Defensive	2.8%
Technology	2.62%
Energy	1.42%
Communication Services	0.52%
Utility	0.48%
Real Estate	0.02%

Debt Sector Allocation

Sector	Value
Government	9.88%
Corporate	9.51%
Cash Equivalent	8.94%

Credit Quality

Rating	Value
AA	0.7%
AAA	99.3%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Abbott India Ltd (Healthcare) Equity, Since 31 Jan 23 \| ABBOTINDIA	3%	₹40 Cr	15,000 ↑ 2,000
Indian Bank (Financial Services) Equity, Since 31 Aug 23 \| INDIANB	3%	₹35 Cr	350,000 ↓ -155,000
Glenmark Pharmaceuticals Ltd (Healthcare) Equity, Since 31 Jul 25 \| GLENMARK	2%	₹32 Cr	150,000
UNO Minda Ltd (Consumer Cyclical) Equity, Since 31 Jul 19 \| UNOMINDA	2%	₹31 Cr	261,622 ↓ -32,378
Max Financial Services Ltd (Financial Services) Equity, Since 28 Feb 26 \| MFSL	2%	₹31 Cr	170,000 ↑ 170,000
Bharat Dynamics Ltd Ordinary Shares (Industrials) Equity, Since 31 Jul 24 \| BDL	2%	₹31 Cr	242,000 ↑ 46,000
Aurobindo Pharma Ltd (Healthcare) Equity, Since 31 Jan 26 \| AUROPHARMA	2%	₹29 Cr	240,000 ↑ 140,000
Nippon Life India Asset Management Ltd Ordinary Shares (Financial Services) Equity, Since 31 Jan 24 \| NAM-INDIA	2%	₹28 Cr	300,000
Eris Lifesciences Ltd Registered Shs (Healthcare) Equity, Since 31 Jul 23 \| ERIS	2%	₹28 Cr	202,783
Sundaram Finance Ltd (Financial Services) Equity, Since 28 Feb 26 \| SUNDARMFIN	2%	₹26 Cr	48,000 ↑ 48,000

2. ICICI Prudential Equity and Debt Fund

(Erstwhile ICICI Prudential Balanced Fund)

To generate long term capital appreciation and current income from a portfolio that is invested in equity and equity related securities as well as in fixed income securities.

Research Highlights for ICICI Prudential Equity and Debt Fund

Highest AUM (₹50,205 Cr).
Established history (26+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 17.19% (top quartile).
3Y return: 16.25% (upper mid).
1Y return: 1.73% (lower mid).
1M return: -7.86% (lower mid).
Alpha: 3.49 (upper mid).
Sharpe: 1.45 (upper mid).
Information ratio: 1.75 (top quartile).
Top sector: Financial Services.
Top bond sector: Government.
Equity-heavy allocation (~76%).
High-quality debt (AAA/AA ~98%).
Largest holding ICICI Bank Ltd (~5.3%).

Below is the key information for ICICI Prudential Equity and Debt Fund

ICICI Prudential Equity and Debt Fund Growth
Launch Date	3 Nov 99
NAV (31 Mar 26)	₹375.05
Net Assets (Cr)	₹50,205 on 28 Feb 26
Category	Hybrid - Hybrid Equity
AMC	ICICI Prudential Asset Management Company Limited
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.6
Sharpe Ratio	1.45
Information Ratio	1.75
Alpha Ratio	3.49
Min Investment	5,000
Min SIP Investment	100
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Mar 21	₹10,000
31 Mar 22	₹13,315
31 Mar 23	₹14,068
31 Mar 24	₹19,851
31 Mar 25	₹21,726

ICICI Prudential Equity and Debt Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047 Invest Now

Returns for ICICI Prudential Equity and Debt Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Mar 26

Duration	Returns
1 Month	-7.9%
3 Month	-8.8%
6 Month	-5.5%
1 Year	1.7%
3 Year	16.3%
5 Year	17.2%
10 Year
15 Year
Since launch	14.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	13.3%
2023	17.2%
2022	28.2%
2021	11.7%
2020	41.7%
2019	9%
2018	9.3%
2017	-1.9%
2016	24.8%
2015	13.7%

Fund Manager information for ICICI Prudential Equity and Debt Fund

Name	Since	Tenure
Sankaran Naren	7 Dec 15	10.24 Yr.
Manish Banthia	19 Sep 13	12.45 Yr.
Mittul Kalawadia	29 Dec 20	5.17 Yr.
Akhil Kakkar	22 Jan 24	2.1 Yr.
Sri Sharma	30 Apr 21	4.84 Yr.
Sharmila D'Silva	31 Jul 22	3.58 Yr.
Nitya Mishra	4 Nov 24	1.32 Yr.

Data below for ICICI Prudential Equity and Debt Fund as on 28 Feb 26

Asset Allocation

Asset Class	Value
Cash	7.22%
Equity	75.67%
Debt	17.08%

Equity Sector Allocation

Sector	Value
Financial Services	18.71%
Consumer Cyclical	11.19%
Industrials	7.78%
Consumer Defensive	7.09%
Energy	6.91%
Health Care	5.98%
Utility	5.76%
Technology	4.78%
Real Estate	2.9%
Communication Services	2.27%
Basic Materials	2.27%

Debt Sector Allocation

Sector	Value
Government	10.35%
Corporate	8.49%
Cash Equivalent	5.49%

Credit Quality

Rating	Value
A	1.64%
AA	17.56%
AAA	80.8%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jul 12 \| ICICIBANK	5%	₹2,677 Cr	19,413,840 ↓ -3,278,300
NTPC Ltd (Utilities) Equity, Since 28 Feb 17 \| NTPC	5%	₹2,561 Cr	67,060,559 ↓ -7,735,000
Reliance Industries Ltd (Energy) Equity, Since 30 Jun 22 \| RELIANCE	5%	₹2,528 Cr	18,138,909 ↓ -805,000
HDFC Bank Ltd (Financial Services) Equity, Since 30 Apr 21 \| HDFCBANK	5%	₹2,351 Cr	26,480,965 ↑ 850,000
Sun Pharmaceuticals Industries Ltd (Healthcare) Equity, Since 31 May 16 \| SUNPHARMA	4%	₹2,109 Cr	12,144,223 ↓ -2,033,850
TVS Motor Co Ltd (Consumer Cyclical) Equity, Since 28 Feb 18 \| TVSMOTOR	3%	₹1,541 Cr	3,981,427
Axis Bank Ltd (Financial Services) Equity, Since 31 Mar 21 \| AXISBANK	3%	₹1,482 Cr	10,707,447 ↓ -751,875
Avenue Supermarts Ltd (Consumer Defensive) Equity, Since 31 Jan 23 \| DMART	2%	₹1,238 Cr	3,218,463
InterGlobe Aviation Ltd (Industrials) Equity, Since 28 Feb 23 \| INDIGO	2%	₹1,224 Cr	2,535,996
6.48% Gs 2035 Sovereign Bonds \| -	2%	₹987 Cr	99,986,200 ↑ 12,500,000

3. 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).
Established history (25+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 14.20% (upper mid).
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 (top quartile).
Information ratio: -0.12 (bottom quartile).

Below is the key information for Sundaram Equity Hybrid Fund

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

Growth of 10,000 investment over the years.

Date	Value
31 Mar 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 Mar 26

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

4. 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% (upper mid).
1M return: 2.10% (top quartile).
Alpha: -0.26 (lower mid).
Sharpe: 1.03 (lower mid).
Information ratio: -1.03 (bottom quartile).

Below is the key information for IDBI Hybrid Equity Fund

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

Growth of 10,000 investment over the years.

Date	Value
31 Mar 21	₹10,000
31 Mar 22	₹11,599
31 Mar 23	₹11,243

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 Mar 26

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

5. Baroda Pioneer Hybrid Equity Fund

(Erstwhile Baroda Pioneer Balance Fund)

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

Research Highlights for Baroda Pioneer Hybrid Equity Fund

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

Below is the key information for Baroda Pioneer Hybrid Equity Fund

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

Growth of 10,000 investment over the years.

Date	Value
31 Mar 21	₹10,000

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 Mar 26

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

6. JM Equity Hybrid Fund

(Erstwhile JM Balanced Fund)

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

Research Highlights for JM Equity Hybrid Fund

Lower mid AUM (₹735 Cr).
Oldest track record among peers (31 yrs).
Rating: 1★ (lower mid).
Risk profile: Moderately High.
5Y return: 12.60% (lower mid).
3Y return: 14.16% (bottom quartile).
1Y return: -6.68% (bottom quartile).
1M return: -9.24% (bottom quartile).
Alpha: -6.31 (bottom quartile).
Sharpe: 0.19 (bottom quartile).
Information ratio: 0.45 (upper mid).
Top sector: Financial Services.
Top bond sector: Corporate.
Equity-heavy allocation (~75%).
High-quality debt (AAA/AA ~100%).
Largest holding HDFC Bank Ltd (~4.2%).

Below is the key information for JM Equity Hybrid Fund

JM Equity Hybrid Fund Growth
Launch Date	1 Apr 95
NAV (31 Mar 26)	₹105.701 ↓ 0.00 (0.00 %)
Net Assets (Cr)	₹735 on 28 Feb 26
Category	Hybrid - Hybrid Equity
AMC	JM Financial Asset Management Limited
Rating	☆
Risk	Moderately High
Expense Ratio	2.3
Sharpe Ratio	0.19
Information Ratio	0.45
Alpha Ratio	-6.31
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
31 Mar 21	₹10,000
31 Mar 22	₹11,498
31 Mar 23	₹12,169
31 Mar 24	₹18,130
31 Mar 25	₹19,398
31 Mar 26	₹18,103

JM Equity Hybrid Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684 Invest Now

Returns for JM Equity Hybrid Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Mar 26

Duration	Returns
1 Month	-9.2%
3 Month	-11.8%
6 Month	-10.9%
1 Year	-6.7%
3 Year	14.2%
5 Year	12.6%
10 Year
15 Year
Since launch	11.8%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	-3.1%
2023	27%
2022	33.8%
2021	8.1%
2020	22.9%
2019	30.5%
2018	-8.1%
2017	1.7%
2016	18.5%
2015	3%

Fund Manager information for JM Equity Hybrid Fund

Name	Since	Tenure
Satish Ramanathan	1 Oct 24	1.41 Yr.
Asit Bhandarkar	31 Dec 21	4.16 Yr.
Ruchi Fozdar	4 Oct 24	1.4 Yr.
Deepak Gupta	11 Apr 25	0.89 Yr.

Data below for JM Equity Hybrid Fund as on 28 Feb 26

Asset Allocation

Asset Class	Value
Cash	6.37%
Equity	74.98%
Debt	18.66%

Equity Sector Allocation

Sector	Value
Financial Services	24.26%
Consumer Cyclical	11.67%
Technology	11.18%
Industrials	10.54%
Basic Materials	4.23%
Health Care	4.16%
Communication Services	3.71%
Consumer Defensive	2.41%
Energy	1.9%
Utility	0.88%
Real Estate	0.04%

Debt Sector Allocation

Sector	Value
Corporate	12.82%
Government	9.54%
Cash Equivalent	2.66%

Credit Quality

Rating	Value
AA	12.89%
AAA	87.11%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Jun 24 \| HDFCBANK	4%	₹31 Cr	350,000
Larsen & Toubro Ltd (Industrials) Equity, Since 31 May 21 \| LT	4%	₹27 Cr	64,000 ↓ -14,000
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Oct 24 \| BHARTIARTL	4%	₹27 Cr	145,246
Bajaj Finance Ltd (Financial Services) Equity, Since 31 Jan 25 \| BAJFINANCE	4%	₹27 Cr	270,040 ↓ -15,000
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 31 May 25 \| MCX	3%	₹23 Cr	95,380 ↓ -44,000
Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services) Equity, Since 31 Jan 25 \| UJJIVANSFB	3%	₹23 Cr	3,968,585 ↓ -1,505,780
6.48% Gs 2035 Sovereign Bonds \| -	3%	₹21 Cr	2,175,000 ↑ 100,000
Vedanta Ltd (Basic Materials) Equity, Since 31 Mar 25 \| VEDL	3%	₹20 Cr	280,000
Axis Bank Ltd (Financial Services) Equity, Since 31 Oct 25 \| AXISBANK	3%	₹19 Cr	134,516
Canara Bank (Financial Services) Equity, Since 30 Sep 25 \| CANBK	2%	₹18 Cr	1,129,319 ↓ -100,000

7. UTI Hybrid Equity Fund

(Erstwhile UTI Balanced Fund)

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

Research Highlights for UTI Hybrid Equity Fund

Upper mid AUM (₹6,663 Cr).
Established history (31+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 12.81% (lower mid).
3Y return: 13.50% (bottom quartile).
1Y return: -1.05% (bottom quartile).
1M return: -8.40% (bottom quartile).
Alpha: -0.58 (bottom quartile).
Sharpe: 0.90 (bottom quartile).
Information ratio: 1.16 (upper mid).
Top sector: Financial Services.
Higher exposure to Government (bond sector) vs peer median.
Equity-heavy allocation (~72%).
High-quality debt (AAA/AA ~100%).
Largest holding HDFC Bank Ltd (~5.3%).

Below is the key information for UTI Hybrid Equity Fund

UTI Hybrid Equity Fund Growth
Launch Date	2 Jan 95
NAV (31 Mar 26)	₹376.381 ↑ 0.00 (0.00 %)
Net Assets (Cr)	₹6,663 on 28 Feb 26
Category	Hybrid - Hybrid Equity
AMC	UTI Asset Management Company Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.88
Sharpe Ratio	0.9
Information Ratio	1.16
Alpha Ratio	-0.58
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
31 Mar 21	₹10,000
31 Mar 22	₹11,989
31 Mar 23	₹12,497
31 Mar 24	₹16,678
31 Mar 25	₹18,466

UTI Hybrid Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684 Invest Now

Returns for UTI Hybrid Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Mar 26

Duration	Returns
1 Month	-8.4%
3 Month	-10.3%
6 Month	-5.3%
1 Year	-1.1%
3 Year	13.5%
5 Year	12.8%
10 Year
15 Year
Since launch	14.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	6.4%
2023	19.7%
2022	25.5%
2021	5.6%
2020	30.5%
2019	13.2%
2018	2.5%
2017	-5.6%
2016	25.7%
2015	8.8%

Fund Manager information for UTI Hybrid Equity Fund

Name	Since	Tenure
V Srivatsa	24 Sep 09	16.44 Yr.
Jaydeep Bhowal	3 Nov 25	0.32 Yr.

Data below for UTI Hybrid Equity Fund as on 28 Feb 26

Asset Allocation

Asset Class	Value
Cash	4.16%
Equity	71.88%
Debt	23.95%

Equity Sector Allocation

Sector	Value
Financial Services	21.44%
Technology	7.21%
Industrials	7.13%
Consumer Cyclical	6.38%
Energy	5.67%
Basic Materials	5.36%
Communication Services	4.89%
Health Care	4.53%
Consumer Defensive	4.48%
Real Estate	2.75%
Utility	2.05%

Debt Sector Allocation

Sector	Value
Government	16.04%
Corporate	8.77%
Cash Equivalent	3.31%

Credit Quality

Rating	Value
AA	1.3%
AAA	98.7%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 29 Feb 20 \| HDFCBANK	5%	₹351 Cr	3,958,634 ↓ -69,312
ICICI Bank Ltd (Financial Services) Equity, Since 31 Mar 10 \| ICICIBANK	5%	₹306 Cr	2,218,644
Infosys Ltd (Technology) Equity, Since 31 Mar 06 \| INFY	3%	₹222 Cr	1,709,717 ↑ 42,222
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Mar 12 \| LT	3%	₹185 Cr	432,809 ↑ 19,500
Reliance Industries Ltd (Energy) Equity, Since 31 Dec 19 \| RELIANCE	3%	₹181 Cr	1,301,903 ↓ -34,463
Vedanta Ltd (Basic Materials) Equity, Since 30 Apr 24 \| VEDL	2%	₹157 Cr	2,181,845 ↓ -143,649
ITC Ltd (Consumer Defensive) Equity, Since 31 Aug 06 \| ITC	2%	₹155 Cr	4,954,969 ↑ 50,000
6.48% Gs 2035 Sovereign Bonds \| -	2%	₹149 Cr	1,510,260,000 ↑ 250,000,000
7.24% Gs 2055 Sovereign Bonds \| -	2%	₹148 Cr	1,500,000,000 ↑ 250,000,000
Power Grid Corp Of India Ltd (Utilities) Equity, Since 30 Apr 24 \| POWERGRID	2%	₹136 Cr	4,565,707 ↑ 253,982

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