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Nippon/Reliance Mutual Fund 2022 کے 3 بہترین بیلنسڈ فنڈز

فنکاش »نپون میوچل فنڈ »متوازن فنڈز

Nippon/Reliance Mutual Fund 2022 کے 3 بہترین بیلنسڈ فنڈز

Updated on June 30, 2025 , 5573 views

متوازن فنڈ قرض اور دونوں کا مجموعہ ہیں۔ایکویٹی فنڈز. یہ فنڈز دونوں فنڈز کے فوائد فراہم کرتے ہیں، یعنی ایکویٹی کے ذریعے طویل مدتی دولت کی تخلیق اور باقاعدہ منافعسرمایہ کاری میںقرض فنڈ. عام طور پر، یہ فنڈز ان سرمایہ کاروں کے لیے ایک اچھا آپشن ہیں جو اپنی سرمایہ کاری کو مختصر سے درمیانی مدت میں متنوع بنانے کے طریقے تلاش کر رہے ہیں جس میں کم خطرہ سے اعتدال پسند خطرہ ہے۔

نیپون انڈیامشترکہ فنڈ (پہلے کے طور پر جانا جاتا ہےریلائنس میوچل فنڈ) سرکردہ افراد میں سے ایک ہے۔AMCs ہندوستان میں، سرمایہ کار اکثر اس فنڈ ہاؤس کی اعلی کارکردگی کا مظاہرہ کرنے والی اسکیموں کو دیکھتے ہیں۔ اس طرح، ہم نے نپون/ریلائنس ایم ایف کے ذریعہ ٹاپ 3 بہترین متوازن فنڈز کو شارٹ لسٹ کیا ہے۔ اہم پیرامیٹرز جیسے AUM،نہیں ہیںان فنڈز کو شارٹ لسٹ کرنے کے لیے ماضی کی کارکردگیوں کا آغاز کیا گیا ہے۔ سرمایہ کار ان متوازن فنڈز میں سرمایہ کاری کر سکتے ہیں اور زیادہ سے زیادہ منافع کما سکتے ہیں۔

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NipponIndia-MF

اہم معلومات

اکتوبر 2019 سے، ریلائنس میوچل فنڈ کا نام تبدیل کر دیا گیا ہے۔نیپون انڈیا میوچل فنڈ. Nippon Life نے Reliance Nippon Asset Management (RNAM) میں اکثریت (75%) حصص حاصل کر لیے ہیں۔ کمپنی ڈھانچے اور انتظام میں کسی تبدیلی کے بغیر اپنا آپریشن جاری رکھے گی۔

نیپون/ریلائنس میوچل فنڈز میں کیوں سرمایہ کاری کریں؟

  • اختراعی ۔: AMC اپنے سرمایہ کاروں کو مسلسل نئی اور اختراعی اسکیمیں فراہم کرتا ہے۔

  • زبردست کسٹمر کیئر: کمپنی اپنے سرمایہ کاروں کا بہت خیال رکھتی ہے۔ سرمایہ کاروں کی مدد کے لیے اس کے پاس ایک بہت مستحکم اور اعلیٰ کام کرنے والی کسٹمر سپورٹ ٹیم ہے۔

  • تجربہ کار تجربہ: ریلائنس میں رہا ہے۔مارکیٹ دو دہائیوں سے زیادہ. اس کے پاس فنڈ مینجمنٹ اور مالیاتی خدمات کا تجربہ اور مہارت ہے۔

  • مضبوط نیٹ ورک: نیپون انڈیا میوچل فنڈ کا ڈسٹری بیوشن نیٹ ورک بہت مضبوط ہے۔ ہندوستان کے 150 سے زیادہ شہروں میں اس کی موجودگی ہے۔

بہترین نپون/ریلائنس بیلنسڈ میوچل فنڈز

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Nippon India Arbitrage Fund Growth ₹26.5528
↑ 0.01
₹14,5111.53.36.76.85.57.5
Nippon India Equity Hybrid Fund Growth ₹105.031
↓ -0.25
₹3,89782.36.119.320.116.1
Nippon India Hybrid Bond Fund Growth ₹57.9158
↑ 0.00
₹8863.65.38.79.59.17.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Jul 25

1. Nippon India Arbitrage Fund

(Erstwhile Reliance Arbitrage Advantage Fund)

The investment objective of the scheme is to generate income by taking advantage of the arbitrage opportunities that potentially exists between cash and derivative market and within the derivative segment along with investments in debt securities & money market instruments.

Nippon India Arbitrage Fund is a Hybrid - Arbitrage fund was launched on 14 Oct 10. It is a fund with Moderately Low risk and has given a CAGR/Annualized return of 6.9% since its launch.  Ranked 3 in Arbitrage category.  Return for 2024 was 7.5% , 2023 was 7% and 2022 was 4.2% .

Below is the key information for Nippon India Arbitrage Fund

Nippon India Arbitrage Fund
Growth
Launch Date 14 Oct 10
NAV (02 Jul 25) ₹26.5528 ↑ 0.01   (0.02 %)
Net Assets (Cr) ₹14,511 on 31 May 25
Category Hybrid - Arbitrage
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately Low
Expense Ratio 1.07
Sharpe Ratio 0.21
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Months (0.25%),1 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 20₹10,000
30 Jun 21₹10,347
30 Jun 22₹10,724
30 Jun 23₹11,337
30 Jun 24₹12,199
30 Jun 25₹13,026

Nippon India Arbitrage Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹349,120.
Net Profit of ₹49,120
Invest Now

Returns for Nippon India Arbitrage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jul 25

DurationReturns
1 Month 0.6%
3 Month 1.5%
6 Month 3.3%
1 Year 6.7%
3 Year 6.8%
5 Year 5.5%
10 Year
15 Year
Since launch 6.9%
Historical performance (Yearly) on absolute basis
YearReturns
2024 7.5%
2023 7%
2022 4.2%
2021 3.8%
2020 4.3%
2019 6.2%
2018 6.8%
2017 5.5%
2016 6.6%
2015 8.1%
Fund Manager information for Nippon India Arbitrage Fund
NameSinceTenure
Vikash Agarwal14 Sep 240.79 Yr.
Nemish Sheth21 Mar 250.28 Yr.
Rohit Shah8 Apr 241.23 Yr.

Data below for Nippon India Arbitrage Fund as on 31 May 25

Asset Allocation
Asset ClassValue
Cash97.83%
Debt2.53%
Other0.04%
Equity Sector Allocation
SectorValue
Financial Services22.1%
Basic Materials7.62%
Industrials7.24%
Health Care6.27%
Energy6.03%
Technology5.38%
Consumer Cyclical5.23%
Communication Services4.49%
Consumer Defensive3.46%
Utility2.75%
Real Estate1.62%
Debt Sector Allocation
SectorValue
Cash Equivalent90.04%
Corporate7.38%
Government2.94%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Nippon India Money Market Dir Gr
Investment Fund | -
12%₹1,731 Cr4,132,789
Nippon India Liquid Dir Gr
Investment Fund | -
7%₹1,000 Cr1,557,940
↓ -623,389
Hdfc Bank Limited_26/06/2025
Derivatives | -
3%-₹483 Cr2,472,250
↑ 2,472,250
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 23 | HDFCBANK
3%₹481 Cr2,475,000
↑ 1,042,250
Bharti Airtel Limited_26/06/2025
Derivatives | -
3%-₹391 Cr2,091,900
↑ 2,091,900
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 23 | BHARTIARTL
3%₹388 Cr2,091,900
↑ 660,250
Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 17 | RELIANCE
2%₹362 Cr2,545,000
↑ 2,000
Reliance Industries Limited_26/06/2025
Derivatives | -
2%-₹359 Cr2,513,000
↑ 2,513,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 24 | ICICIBANK
2%₹309 Cr2,135,700
↑ 544,600
Icici Bank Limited_26/06/2025
Derivatives | -
2%-₹307 Cr2,106,300
↑ 2,106,300

2. Nippon India Equity Hybrid Fund

(Erstwhile Reliance Regular Savings Fund - Balanced Plan)

The primary investment objective of this option is to generate consistent returns and appreciation of capital by investing in mix of securities comprising of Equity, Equity related instruments & fixed income instruments.

Nippon India Equity Hybrid Fund is a Hybrid - Hybrid Equity fund was launched on 8 Jun 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.4% since its launch.  Ranked 8 in Hybrid Equity category.  Return for 2024 was 16.1% , 2023 was 24.1% and 2022 was 6.6% .

Below is the key information for Nippon India Equity Hybrid Fund

Nippon India Equity Hybrid Fund
Growth
Launch Date 8 Jun 05
NAV (02 Jul 25) ₹105.031 ↓ -0.25   (-0.24 %)
Net Assets (Cr) ₹3,897 on 31 May 25
Category Hybrid - Hybrid Equity
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 2.02
Sharpe Ratio 0.29
Information Ratio 1.1
Alpha Ratio -0.04
Min Investment 500
Min SIP Investment 100
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 20₹10,000
30 Jun 21₹15,037
30 Jun 22₹14,977
30 Jun 23₹18,446
30 Jun 24₹23,936
30 Jun 25₹25,523

Nippon India Equity Hybrid Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644
Invest Now

Returns for Nippon India 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 2 Jul 25

DurationReturns
1 Month 1.9%
3 Month 8%
6 Month 2.3%
1 Year 6.1%
3 Year 19.3%
5 Year 20.1%
10 Year
15 Year
Since launch 12.4%
Historical performance (Yearly) on absolute basis
YearReturns
2024 16.1%
2023 24.1%
2022 6.6%
2021 27.8%
2020 -5.3%
2019 3%
2018 -4.9%
2017 29.5%
2016 4.2%
2015 8.7%
Fund Manager information for Nippon India Equity Hybrid Fund
NameSinceTenure
Meenakshi Dawar10 Sep 213.81 Yr.
Kinjal Desai25 May 187.1 Yr.
Sushil Budhia1 Feb 205.41 Yr.

Data below for Nippon India Equity Hybrid Fund as on 31 May 25

Asset Allocation
Asset ClassValue
Cash5.23%
Equity76.89%
Debt17.88%
Equity Sector Allocation
SectorValue
Financial Services25.74%
Industrials10.04%
Consumer Cyclical7.39%
Technology7.18%
Health Care5.04%
Energy3.9%
Real Estate3.73%
Communication Services3.69%
Utility3.55%
Consumer Defensive3.53%
Basic Materials2.82%
Debt Sector Allocation
SectorValue
Corporate12.16%
Government5.72%
Cash Equivalent5.23%
Credit Quality
RatingValue
A3.26%
AA47.26%
AAA49.48%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK
6%₹230 Cr1,182,356
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 12 | ICICIBANK
6%₹227 Cr1,570,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 13 | LT
3%₹130 Cr354,838
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 19 | BHARTIARTL
3%₹123 Cr665,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 14 | RELIANCE
3%₹115 Cr806,000
Infosys Ltd (Technology)
Equity, Since 28 Feb 11 | INFY
3%₹114 Cr730,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | AXISBANK
3%₹111 Cr933,200
NTPC Ltd (Utilities)
Equity, Since 31 Aug 20 | NTPC
2%₹94 Cr2,800,620
State Bank of India (Financial Services)
Equity, Since 31 Jul 16 | SBIN
2%₹82 Cr1,010,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Aug 20 | M&M
2%₹70 Cr235,000

3. Nippon India Hybrid Bond Fund

(Erstwhile Reliance Monthly Income Plan)

The primary investment objective of the Scheme is to generate regular income in order to make regular dividend payments to unit holders and the secondary objective is growth of capital.

Nippon India Hybrid Bond Fund is a Hybrid - Hybrid Debt fund was launched on 29 Dec 03. It is a fund with Moderate risk and has given a CAGR/Annualized return of 8.5% since its launch.  Ranked 30 in Hybrid Debt category.  Return for 2024 was 7.8% , 2023 was 10.2% and 2022 was 4.8% .

Below is the key information for Nippon India Hybrid Bond Fund

Nippon India Hybrid Bond Fund
Growth
Launch Date 29 Dec 03
NAV (02 Jul 25) ₹57.9158 ↑ 0.00   (0.00 %)
Net Assets (Cr) ₹886 on 31 May 25
Category Hybrid - Hybrid Debt
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderate
Expense Ratio 1.82
Sharpe Ratio 0.93
Information Ratio -0.66
Alpha Ratio 0.03
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.

DateValue
30 Jun 20₹10,000
30 Jun 21₹11,279
30 Jun 22₹11,842
30 Jun 23₹13,070
30 Jun 24₹14,276
30 Jun 25₹15,521

Nippon India Hybrid Bond Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859
Invest Now

Returns for Nippon India Hybrid Bond Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jul 25

DurationReturns
1 Month 1%
3 Month 3.6%
6 Month 5.3%
1 Year 8.7%
3 Year 9.5%
5 Year 9.1%
10 Year
15 Year
Since launch 8.5%
Historical performance (Yearly) on absolute basis
YearReturns
2024 7.8%
2023 10.2%
2022 4.8%
2021 10.1%
2020 -8.5%
2019 2.8%
2018 4%
2017 9.3%
2016 9.2%
2015 6.2%
Fund Manager information for Nippon India Hybrid Bond Fund
NameSinceTenure
Dhrumil Shah10 Sep 213.73 Yr.
Kinjal Desai29 Dec 0321.44 Yr.
Sushil Budhia1 Feb 205.33 Yr.
Akshay Sharma1 Dec 222.5 Yr.

Data below for Nippon India Hybrid Bond Fund as on 31 May 25

Asset Allocation
Asset ClassValue
Cash12.9%
Equity15.88%
Debt70.96%
Other0.26%
Equity Sector Allocation
SectorValue
Financial Services5.13%
Real Estate1.76%
Industrials1.63%
Technology1.42%
Energy1.34%
Consumer Cyclical1.25%
Consumer Defensive0.91%
Basic Materials0.89%
Health Care0.62%
Communication Services0.56%
Utility0.37%
Debt Sector Allocation
SectorValue
Corporate52.84%
Government18.11%
Cash Equivalent12.9%
Credit Quality
RatingValue
A16.49%
AA50.1%
AAA33.41%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.02% Govt Stock 2031
Sovereign Bonds | -
6%₹52 Cr5,000,000
National Bank For Agriculture And Rural Development
Debentures | -
6%₹50 Cr5,000
Century Textiles And Industries Limited
Debentures | -
4%₹36 Cr3,500
7.1% Govt Stock 2029
Sovereign Bonds | -
4%₹31 Cr3,000,000
Renserv Global Pvt Ltd. 9.9%
Debentures | -
3%₹30 Cr3,000
↑ 3,000
Bamboo Hotel And Global Centre (Delhi) Private Limited
Debentures | -
3%₹27 Cr2,700
Delhi International Airport Limited
Debentures | -
3%₹27 Cr2,600
Truhome Finance Ltd. 9.25%
Debentures | -
3%₹26 Cr2,500
Prestige Projects Private Limited 11.75%
Debentures | -
3%₹25 Cr2,500
Vedanta Limited
Debentures | -
3%₹25 Cr2,500

نیپون انڈیا میوچل فنڈ میں آن لائن سرمایہ کاری کیسے کی جائے؟

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Disclaimer:
یہاں فراہم کردہ معلومات کے درست ہونے کو یقینی بنانے کے لیے تمام کوششیں کی گئی ہیں۔ تاہم، ڈیٹا کی درستگی کے حوالے سے کوئی ضمانت نہیں دی جاتی ہے۔ براہ کرم کوئی بھی سرمایہ کاری کرنے سے پہلے اسکیم کی معلومات کے دستاویز کے ساتھ تصدیق کریں۔
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