+91-22-48913909Nippon/Reliance Mutual Fund 2022 کے 3 بہترین بیلنسڈ فنڈز
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۔
Talk to our investment specialist
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
(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. Below is the key information for Nippon India Equity Hybrid Fund Returns up to 1 year are on (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. Research Highlights for Nippon India Arbitrage Fund Below is the key information for Nippon India Arbitrage Fund Returns up to 1 year are on (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. Research Highlights for Nippon India Hybrid Bond Fund Below is the key information for Nippon India Hybrid Bond Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Nippon India Equity Hybrid Fund Growth ₹108.142
↑ 0.01 ₹4,134 2.2 2.7 6.8 15.7 15.6 6.1 Nippon India Arbitrage Fund Growth ₹27.3332
↑ 0.00 ₹16,259 1.6 2.8 6.2 6.9 5.8 6.2 Nippon India Hybrid Bond Fund Growth ₹60.2798
↓ -0.02 ₹927 2.2 3.8 9.7 9.3 8.4 9.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Jan 26 Research Highlights & Commentary of 3 Funds showcased
Commentary Nippon India Equity Hybrid Fund Nippon India Arbitrage Fund Nippon India Hybrid Bond Fund Point 1 Lower mid AUM (₹4,134 Cr). Highest AUM (₹16,259 Cr). Bottom quartile AUM (₹927 Cr). Point 2 Established history (20+ yrs). Established history (15+ yrs). Oldest track record among peers (22 yrs). Point 3 Top rated. Rating: 4★ (lower mid). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately Low. Risk profile: Moderate. Point 5 5Y return: 15.56% (upper mid). 5Y return: 5.77% (bottom quartile). 5Y return: 8.44% (lower mid). Point 6 3Y return: 15.71% (upper mid). 3Y return: 6.91% (bottom quartile). 3Y return: 9.30% (lower mid). Point 7 1Y return: 6.80% (lower mid). 1Y return: 6.15% (bottom quartile). 1Y return: 9.68% (upper mid). Point 8 1M return: 0.20% (bottom quartile). 1M return: 0.59% (upper mid). 1M return: 0.34% (lower mid). Point 9 Alpha: -1.20 (bottom quartile). Alpha: 0.00 (lower mid). Alpha: 2.60 (upper mid). Point 10 Sharpe: 0.07 (bottom quartile). Sharpe: 0.27 (lower mid). Sharpe: 1.57 (upper mid). Nippon India Equity Hybrid Fund
Nippon India Arbitrage Fund
Nippon India Hybrid Bond Fund
1. Nippon India Equity Hybrid Fund
Nippon India Equity Hybrid Fund
Growth Launch Date 8 Jun 05 NAV (07 Jan 26) ₹108.142 ↑ 0.01 (0.01 %) Net Assets (Cr) ₹4,134 on 30 Nov 25 Category Hybrid - Hybrid Equity AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.98 Sharpe Ratio 0.07 Information Ratio 0.98 Alpha Ratio -1.2 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.
Date Value 31 Dec 20 ₹10,000 31 Dec 21 ₹12,779 31 Dec 22 ₹13,621 31 Dec 23 ₹16,899 31 Dec 24 ₹19,625 31 Dec 25 ₹20,830 Returns for Nippon India Equity Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Jan 26 Duration Returns 1 Month 0.2% 3 Month 2.2% 6 Month 2.7% 1 Year 6.8% 3 Year 15.7% 5 Year 15.6% 10 Year 15 Year Since launch 12.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 6.1% 2023 16.1% 2022 24.1% 2021 6.6% 2020 27.8% 2019 -5.3% 2018 3% 2017 -4.9% 2016 29.5% 2015 4.2% Fund Manager information for Nippon India Equity Hybrid Fund
Name Since Tenure Meenakshi Dawar 10 Sep 21 4.23 Yr. Kinjal Desai 25 May 18 7.53 Yr. Sushil Budhia 1 Feb 20 5.84 Yr. Lokesh Maru 5 Sep 25 0.24 Yr. Divya Sharma 5 Sep 25 0.24 Yr. Data below for Nippon India Equity Hybrid Fund as on 30 Nov 25
Asset Allocation
Asset Class Value Cash 3.39% Equity 76.5% Debt 20.1% Equity Sector Allocation
Sector Value Financial Services 23.85% Industrials 9.31% Consumer Cyclical 9.13% Technology 7.09% Health Care 4.78% Communication Services 4.21% Energy 3.88% Utility 3.86% Consumer Defensive 3.82% Real Estate 3.45% Basic Materials 3.12% Debt Sector Allocation
Sector Value Corporate 12.78% Government 7.34% Cash Equivalent 3.39% Credit Quality
Rating Value A 2.83% AA 42.34% AAA 54.82% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK6% ₹238 Cr 2,364,712 Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 13 | LT3% ₹144 Cr 354,838 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 19 | BHARTIARTL3% ₹133 Cr 635,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 12 | ICICIBANK3% ₹131 Cr 946,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 14 | RELIANCE3% ₹126 Cr 806,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | AXISBANK3% ₹119 Cr 933,200 Infosys Ltd (Technology)
Equity, Since 28 Feb 11 | INFY3% ₹114 Cr 730,000 State Bank of India (Financial Services)
Equity, Since 31 Jul 16 | SBIN2% ₹99 Cr 1,010,000 NTPC Ltd (Utilities)
Equity, Since 31 Aug 20 | NTPC2% ₹91 Cr 2,800,620 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Aug 20 | M&M2% ₹88 Cr 235,000 2. Nippon India Arbitrage Fund
Nippon India Arbitrage Fund
Growth Launch Date 14 Oct 10 NAV (07 Jan 26) ₹27.3332 ↑ 0.00 (0.02 %) Net Assets (Cr) ₹16,259 on 30 Nov 25 Category Hybrid - Arbitrage AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately Low Expense Ratio 1.07 Sharpe Ratio 0.27 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.
Date Value 31 Dec 20 ₹10,000 31 Dec 21 ₹10,384 31 Dec 22 ₹10,816 31 Dec 23 ₹11,574 31 Dec 24 ₹12,440 31 Dec 25 ₹13,212 Returns for Nippon India Arbitrage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Jan 26 Duration Returns 1 Month 0.6% 3 Month 1.6% 6 Month 2.8% 1 Year 6.2% 3 Year 6.9% 5 Year 5.8% 10 Year 15 Year Since launch 6.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 6.2% 2023 7.5% 2022 7% 2021 4.2% 2020 3.8% 2019 4.3% 2018 6.2% 2017 6.8% 2016 5.5% 2015 6.6% Fund Manager information for Nippon India Arbitrage Fund
Name Since Tenure Vikash Agarwal 14 Sep 24 1.21 Yr. Nemish Sheth 21 Mar 25 0.7 Yr. Rohit Shah 8 Apr 24 1.65 Yr. Lokesh Maru 5 Sep 25 0.24 Yr. Divya Sharma 5 Sep 25 0.24 Yr. Data below for Nippon India Arbitrage Fund as on 30 Nov 25
Asset Allocation
Asset Class Value Cash 17.77% Equity 74.85% Debt 7.34% Other 0.04% Equity Sector Allocation
Sector Value Financial Services 22.32% Basic Materials 11.89% Consumer Cyclical 7.86% Industrials 6.73% Energy 5.46% Health Care 5.01% Consumer Defensive 4.11% Communication Services 3.87% Technology 3.56% Utility 2.57% Real Estate 1.44% Debt Sector Allocation
Sector Value Cash Equivalent 13% Corporate 9.71% Government 2.41% Credit Quality
Rating Value AA 71.08% AAA 28.92% Top Securities Holdings / Portfolio
Name Holding Value Quantity Nippon India Money Market Dir Gr
Investment Fund | -10% ₹1,592 Cr 3,682,789 Nippon India U/ST Duration Dir Gr
Investment Fund | -6% ₹963 Cr 2,108,547 Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 17 | RELIANCE4% ₹616 Cr 3,933,000
↓ -277,500 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 24 | ICICIBANK3% ₹499 Cr 3,595,900
↓ -872,200 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 23 | HDFCBANK3% ₹447 Cr 4,431,900
↑ 1,196,250 Nippon India Liquid Dir Gr
Investment Fund | -2% ₹314 Cr 474,324 Vedanta Ltd (Basic Materials)
Equity, Since 30 Sep 23 | VEDL2% ₹307 Cr 5,837,400
↑ 672,750 Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Apr 25 | 5433202% ₹305 Cr 10,160,750
↑ 3,234,950 State Bank of India (Financial Services)
Equity, Since 31 Jan 23 | SBIN2% ₹303 Cr 3,096,750
↓ -181,500 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | AXISBANK2% ₹294 Cr 2,298,750
↓ -1,065,625 3. Nippon India Hybrid Bond Fund
Nippon India Hybrid Bond Fund
Growth Launch Date 29 Dec 03 NAV (07 Jan 26) ₹60.2798 ↓ -0.02 (-0.03 %) Net Assets (Cr) ₹927 on 15 Dec 25 Category Hybrid - Hybrid Debt AMC Nippon Life Asset Management Ltd. Rating ☆☆☆ Risk Moderate Expense Ratio 1.9 Sharpe Ratio 1.57 Information Ratio 0.1 Alpha Ratio 2.6 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 Dec 20 ₹10,000 31 Dec 21 ₹11,006 31 Dec 22 ₹11,529 31 Dec 23 ₹12,701 31 Dec 24 ₹13,688 31 Dec 25 ₹15,020 Returns for Nippon India Hybrid Bond Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Jan 26 Duration Returns 1 Month 0.3% 3 Month 2.2% 6 Month 3.8% 1 Year 9.7% 3 Year 9.3% 5 Year 8.4% 10 Year 15 Year Since launch 8.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 9.7% 2023 7.8% 2022 10.2% 2021 4.8% 2020 10.1% 2019 -8.5% 2018 2.8% 2017 4% 2016 9.3% 2015 9.2% Fund Manager information for Nippon India Hybrid Bond Fund
Name Since Tenure Dhrumil Shah 10 Sep 21 4.23 Yr. Kinjal Desai 29 Dec 03 21.94 Yr. Sushil Budhia 1 Feb 20 5.84 Yr. Akshay Sharma 1 Dec 22 3 Yr. Lokesh Maru 5 Sep 25 0.24 Yr. Divya Sharma 5 Sep 25 0.24 Yr. Data below for Nippon India Hybrid Bond Fund as on 15 Dec 25
Asset Allocation
Asset Class Value Cash 6.19% Equity 18.74% Debt 74.8% Other 0.27% Equity Sector Allocation
Sector Value Financial Services 5% Real Estate 4.72% Industrials 1.62% Consumer Cyclical 1.55% Technology 1.3% Energy 1.26% Basic Materials 0.93% Consumer Defensive 0.84% Health Care 0.6% Communication Services 0.59% Utility 0.32% Debt Sector Allocation
Sector Value Corporate 61.05% Government 13.74% Cash Equivalent 6.19% Credit Quality
Rating Value A 21.07% AA 52.26% AAA 26.67% Top Securities Holdings / Portfolio
Name Holding Value Quantity 07.03 Tn SDL 2030
Sovereign Bonds | -5% ₹51 Cr 5,000,000 Aditya Birla Real Estate Limited
Debentures | -4% ₹36 Cr 3,500 GMR Airports Limited
Debentures | -4% ₹32 Cr 3,200
↑ 200 Suryapet Khammam Road Private Limited
Debentures | -3% ₹31 Cr 3,862 7.1% Govt Stock 2029
Sovereign Bonds | -3% ₹31 Cr 3,000,000 Renserv Global Private Limited
Debentures | -3% ₹30 Cr 3,000 Mancherial Repallewada Road Private Limited
Debentures | -3% ₹27 Cr 3,400 Delhi International Airport Limited
Debentures | -3% ₹27 Cr 2,600 TRuhome Finance Limited
Debentures | -3% ₹26 Cr 2,500 Vedanta Limited
Debentures | -3% ₹25 Cr 2,500
نیپون انڈیا میوچل فنڈ میں آن لائن سرمایہ کاری کیسے کی جائے؟
Fincash.com پر لائف ٹائم کے لیے مفت انویسٹمنٹ اکاؤنٹ کھولیں۔
اپنی رجسٹریشن اور KYC کا عمل مکمل کریں۔
دستاویزات اپ لوڈ کریں (PAN، آدھار، وغیرہ)۔اور، آپ سرمایہ کاری کے لیے تیار ہیں!
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۔
AMFI Registration No. 112358 | CIN: U74999MH2016PTC282153
Shepard Technologies Pvt. Ltd. (with ARN code 112358) makes no warranties or representations, express or implied, on products offered through the platform. It accepts no liability for any damages or losses, however caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable.
©2026 Shepard Technologies Private Limited. All Rights Reserved
Research Highlights for Nippon India Equity Hybrid Fund