+91-22-489139098 بہترین ہائبرڈ بیلنسڈ میوچل فنڈز 2022
ہائبرڈ فنڈز کو عام طور پر بھی کہا جاتا ہے۔متوازن فنڈ. ہائبرڈ فنڈز کی ایک قسم ہے۔باہمی چندہ جو ایکویٹی اور دونوں میں سرمایہ کاری کرتا ہے۔قرض باہمی فنڈ. دوسرے لفظوں میں، یہ فنڈ قرض اور ایکویٹی دونوں کے امتزاج کے طور پر کام کرتا ہے، جہاں تقریباً 65% پورٹ فولیو ایکویٹیز اور باقی فکسڈ کے لیے وقف ہے۔آمدنی آلات
ہائبرڈ فنڈز ان سرمایہ کاروں کے لیے ایک بہترین آپشن ہیں جو ڈرتے ہیں۔سرمایہ کاری میںایکویٹی فنڈز. یہ فنڈ خطرے کے حصے کو کم کرے گا اور وقت کے ساتھ ساتھ زیادہ سے زیادہ منافع حاصل کرنے میں بھی مدد کرے گا۔ بہترین ممکنہ منافع کمانے کے لیے، سرمایہ کاروں کو مشورہ دیا جاتا ہے کہ وہ بہترین ہائبرڈ میوچل فنڈز یا بہترین متوازن فنڈز میں سرمایہ کاری کریں۔ اس طرح، آپ کے لیے سرمایہ کاری کے عمل کو آسان بنانے کے لیے، ہم نے ذیل کے مضمون میں 2022 - 2023 میں سرمایہ کاری کے لیے کچھ اعلیٰ کارکردگی کا مظاہرہ کرنے والے ہائبرڈ فنڈز کو شارٹ لسٹ کیا ہے۔
ہائبرڈ یا متوازن میوچل فنڈز میں کیوں سرمایہ کاری کریں؟
ہائبرڈ فنڈز پورٹ فولیو کو متوازن کرنے میں مدد کرتے ہیں۔ جیسا کہ فنڈ دونوں اسٹاک میں سرمایہ کاری کرتا ہے اوربانڈز، سرمایہ کار متوازن میوچل فنڈ میں سرمایہ کاری کرکے آسانی سے ایک متوازن پورٹ فولیو بنا سکتے ہیں۔ یہ اسکیم تنوع کے فوائد بھی فراہم کرتی ہے۔ تنوع مستحکم منافع پیدا کرنے میں مدد کرتا ہے۔ تاکہ اگر ایک فنڈ کم کارکردگی دکھاتا ہے تو دوسرے پورٹ فولیو کو مستحکم کر سکتے ہیں۔ اس سے پورٹ فولیو کا مجموعی خطرہ کم ہو جائے گا۔
ہائبرڈ یا متوازن فنڈز ان لوگوں کے لیے بھی ایک گیٹ وے ہیں جو اپنی ایکویٹی سرمایہ کاری شروع کرنا چاہتے ہیں۔ اس سے مختصر سے درمیانی مدت میں زیادہ سے زیادہ منافع حاصل کرنے میں مدد ملے گی۔ یہ ہمیشہ بدلتے ہوئے ایکویٹی کے بڑے زوال کو بھی روکے گا۔مارکیٹ حالات مزید برآں، ہائبرڈ فنڈز میں اعتدال پسند خطرہ ہوتا ہے، جب کہ ایکویٹی فنڈز میں سرمایہ کاری کا خطرہ زیادہ ہوتا ہے۔
مثالی طور پر، ہائبرڈ فنڈز ان سرمایہ کاروں کے لیے سرمایہ کاری کا ایک اچھا اختیار ہو سکتا ہے جو چاہتے ہیں۔میوچل فنڈز میں سرمایہ کاری کریں۔. ان فنڈز میں دونوں جہانوں میں بہترین ہے: ایکویٹی کے فوائد حاصل کرتے ہوئے aمقررہ آمدنی سرمایہ کاری اس طرح، سرمایہ کار اوپر دیے گئے بہترین ہائبرڈ میوچل فنڈز کا انتخاب کرسکتے ہیں اور اسکیم میں سرمایہ کاری کرکے اچھا منافع کما سکتے ہیں۔
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مالی سال 22 - 23 میں سرمایہ کاری کے لیے سرفہرست 8 ہائبرڈ میوچل فنڈز
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 ₹43.14
↑ 0.20 ₹1,841 6.5 13.9 14.1 16.6 14 -0.9 Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78 ₹1,954 0.5 10.5 27.1 16 14.2 Bandhan Hybrid Equity Fund Growth ₹28.049
↑ 0.02 ₹2,184 6.1 5.9 7.9 13.5 10.5 7.7 ICICI Prudential Equity and Debt Fund Growth ₹404.49
↑ 0.50 ₹52,433 3.3 0.5 2.3 13.4 14.8 13.3 SBI Equity Hybrid Fund Growth ₹317.315
↑ 0.56 ₹88,036 3.2 5.1 6.2 12.5 9.6 12.3 Kotak Equity Hybrid Fund Growth ₹65.579
↑ 0.24 ₹9,205 5.3 4.1 5.4 12.2 11.2 4.1 JM Equity Hybrid Fund Growth ₹121.267
↑ 0.04 ₹704 7.6 5.4 1.3 11.9 12 -3.1 ICICI Prudential Balanced Advantage Fund Growth ₹79.09
↑ 0.01 ₹74,555 5.3 3.6 6 11.4 10.5 12.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Sep 26 Research Highlights & Commentary of 8 Funds showcased
Commentary BOI AXA Mid and Small Cap Equity and Debt Fund Sundaram Equity Hybrid Fund Bandhan Hybrid Equity Fund ICICI Prudential Equity and Debt Fund SBI Equity Hybrid Fund Kotak Equity Hybrid Fund JM Equity Hybrid Fund ICICI Prudential Balanced Advantage Fund Point 1 Bottom quartile AUM (₹1,841 Cr). Lower mid AUM (₹1,954 Cr). Lower mid AUM (₹2,184 Cr). Upper mid AUM (₹52,433 Cr). Highest AUM (₹88,036 Cr). Upper mid AUM (₹9,205 Cr). Bottom quartile AUM (₹704 Cr). Top quartile AUM (₹74,555 Cr). Point 2 Established history (10+ yrs). Established history (26+ yrs). Established history (9+ yrs). Established history (26+ yrs). Established history (21+ yrs). Established history (11+ yrs). Oldest track record among peers (31 yrs). Established history (19+ yrs). Point 3 Not Rated. Rating: 2★ (lower mid). Not Rated. Top rated. Rating: 4★ (top quartile). Rating: 3★ (upper mid). Rating: 1★ (lower mid). 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. Point 5 5Y return: 13.97% (upper mid). 5Y return: 14.20% (top quartile). 5Y return: 10.53% (lower mid). 5Y return: 14.75% (top quartile). 5Y return: 9.63% (bottom quartile). 5Y return: 11.17% (lower mid). 5Y return: 12.03% (upper mid). 5Y return: 10.52% (bottom quartile). Point 6 3Y return: 16.59% (top quartile). 3Y return: 16.03% (top quartile). 3Y return: 13.45% (upper mid). 3Y return: 13.44% (upper mid). 3Y return: 12.48% (lower mid). 3Y return: 12.23% (lower mid). 3Y return: 11.86% (bottom quartile). 3Y return: 11.38% (bottom quartile). Point 7 1Y return: 14.13% (top quartile). 1Y return: 27.10% (top quartile). 1Y return: 7.87% (upper mid). 1Y return: 2.31% (bottom quartile). 1Y return: 6.19% (upper mid). 1Y return: 5.38% (lower mid). 1Y return: 1.33% (bottom quartile). 1Y return: 6.00% (lower mid). Point 8 1M return: 2.01% (top quartile). 1M return: 1.80% (top quartile). 1M return: -1.00% (lower mid). 1M return: -2.09% (bottom quartile). 1M return: -1.35% (lower mid). 1M return: -0.80% (upper mid). 1M return: -0.21% (upper mid). 1M return: -1.40% (bottom quartile). Point 9 Alpha: 0.00 (lower mid). Alpha: 5.81 (top quartile). Alpha: 5.97 (top quartile). Alpha: 1.02 (upper mid). Alpha: 2.74 (upper mid). Alpha: 0.00 (lower mid). Alpha: -2.74 (bottom quartile). Alpha: 0.00 (bottom quartile). Point 10 Sharpe: 0.32 (top quartile). Sharpe: 2.64 (top quartile). Sharpe: 0.05 (lower mid). Sharpe: -0.03 (bottom quartile). Sharpe: 0.09 (upper mid). Sharpe: 0.03 (lower mid). Sharpe: -0.31 (bottom quartile). Sharpe: 0.23 (upper mid). BOI AXA Mid and Small Cap Equity and Debt Fund
Sundaram Equity Hybrid Fund
Bandhan Hybrid Equity Fund
ICICI Prudential Equity and Debt Fund
SBI Equity Hybrid Fund
Kotak Equity Hybrid Fund
JM Equity Hybrid Fund
ICICI Prudential Balanced Advantage Fund
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ہائبرڈ / متوازن میوچل فنڈز کی بنیادی باتیں
1. متوازن فنڈز کو سمجھنا
ہندوستان میں، بیلنس فنڈز عام طور پر اپنے پورٹ فولیو کا 65% اسٹاک/ایکویٹی/حصص میں اور بقیہ وسائل بانڈز اور دیگر قرض کے آلات جیسے کارپوریٹ بانڈ/گورنمنٹ بانڈز/انفراسٹرکچر بانڈز میں لگاتے ہیں۔ لہذا متوازن فنڈز عام طور پر ایکویٹی پر مبنی ہائبرڈ فنڈز ہوتے ہیں۔ وہ پہلی بار سرمایہ کاروں کے لیے ایک مناسب آپشن کے طور پر کام کرتے ہیں جن کے پاس کم-خطرے کی بھوک. وہ ان سرمایہ کاروں کے لیے ہیں جو خطرناک آپشن نہیں لینا چاہتے لیکن پھر بھی چاہتے ہیں۔سرمایہ تعریف اس کے علاوہ قرض پر مبنی ہائبرڈ/متوازن فنڈز ہیں جن میں 65% اور 35% ایکویٹی ہے۔
2. ہائبرڈ میوچل فنڈز کی اقسام
میوچل فنڈز کی حالیہ (مارچ - اپریل 2018) کی بنیاد پرSEBI. ہائبرڈ فنڈ کی اقسام درج ذیل ہیں۔
| قسم | تفصیلات |
|---|---|
| ہائبرڈ ایکویٹی | 65% ایکویٹی 35% قرض |
| ہائبرڈ قرض | 65% قرض 35% ایکویٹی |
| ثالثی | 100% ایکویٹی آربیٹریج |
| متحرک مختص | قیمتوں کی بنیاد پر متحرک Allocaiton |
| ایکویٹی بچت | ثالثی کے مواقع، ایکویٹی / ایکویٹی سے متعلق آلات اور قرض میں سرمایہ کاریکرنسی مارکیٹ آلات |
| کثیر اثاثہ | ایک سے زیادہ اثاثہ پسندفلوٹنگ ریٹ اور مقررہ شرح قرض کے آلات، ایکویٹی، منی مارکیٹ کے آلات اور مشتقات |
| متوازن ہائبرڈ | 50% ایکویٹی 50% قرض |
3. متوازن فنڈز کے فوائد
بیلنس فنڈز میوچل فنڈ کے ایک ہی ڈاکٹ کی شکل میں تنوع کی سہولت فراہم کرتے ہیں۔ ایکسرمایہ کار اس طرح فنڈز کے گلدستے کا تجزیہ اور انتخاب کرنے کی پریشانی سے گزرنا پڑتا ہے۔ ایک پیشہ ورانہ تربیت یافتہ اور تجربہ کار فنڈ مینیجر سرمایہ کار کے لیے یہ کام کرتا ہے۔ قرض اور ایکویٹی اجزاء کا حسابی امتزاج فنڈز کو مارکیٹ کے اتار چڑھاؤ کا کم خطرہ بناتا ہے۔ فنڈ کے ایکویٹی اجزاء کا مقصد سرمائے کی قدر میں اضافہ کرنا ہے اور ان کے قرض کے اجزاء سرمایہ کاری کو مارکیٹ کی غیر متوقع اصلاحات سے بچانے کے لیے سیکیورٹیز کے طور پر کام کرتے ہیں۔
4. متوازن فنڈز کے نقصانات
اگرچہ ایسا لگتا ہے کہ متوازن فنڈز عملی طور پر خطرے سے پاک ہیں، لیکن یہ مکمل طور پر ایسا نہیں ہے۔ متوازن فنڈز کے خطرات کا اپنا حصہ ہوتا ہے۔ جب کہ متعدد اسٹاک اور قرض کے آلات میں براہ راست سرمایہ کاری کی صورت میں، کوئی بھی مختلف فنڈز کے درمیان وسائل کو متنوع کے طور پر منتقل کر سکتا ہے۔ٹیکس پلاننگ یا دولت کی تخلیق۔ تاہم، بیلنس فنڈز میں، چونکہ وسائل کی تقسیم کا فیصلہ فنڈ مینیجر کے پاس ہوتا ہے، اس لیے حسب ضرورت تنوع ممکن نہیں ہے۔
5. بہتر خطرے پر مبنی منافع
متوازن فنڈز نے طویل مدت میں ایکویٹی ریٹرن کے مقابلے بہتر رسک ایڈجسٹ شدہ منافع دیا ہے۔ ذیل میں ایک موازنہ کچھ خاص مفروضوں پر مبنی ہے جو مستقبل میں وقتاً فوقتاً تبدیل ہو سکتا ہے۔
| فنڈ کیٹیگری | 5 سالہ رولنگ ریٹرن | خطرے پر مبنی Std انحراف |
|---|---|---|
| متوازن فنڈز | 13.20% | 2.9 |
| بڑے کیپ فنڈز | 12.90% | 3.47 |
| درمیانی ٹوپی اور لارج کیپ فنڈز | 13.96% | 3.82 |
| متنوع فنڈز | 14.91% | 3.96 |
(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 Below is the key information for BOI AXA Mid and Small Cap Equity and Debt Fund Returns up to 1 year are on (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 Below is the key information for Sundaram 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 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 Below is the key information for ICICI Prudential Equity and Debt Fund Returns up to 1 year are on (Erstwhile SBI Magnum Balanced Fund) To provide investors long term capital appreciation along with the liquidity of open-ended scheme by investing in a mix of debt and equity. The scheme will invest in a diversified portfolio of equities of high growth companies and balance the risk through investing the rest in a relatively safe portfolio of debt. Research Highlights for SBI Equity Hybrid Fund Below is the key information for SBI Equity Hybrid 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 JM Balanced Fund) To provide steady current income as well as long term growth of capital. Research Highlights for JM Equity Hybrid Fund Below is the key information for JM Equity Hybrid Fund Returns up to 1 year are on The fund objective is to seek low volatility returns by using arbitrage and other derivative strategies in equity markets and investments in short-term debt portfolio.The fund invests in equity with usage of derivatives. Research Highlights for ICICI Prudential Balanced Advantage Fund Below is the key information for ICICI Prudential Balanced Advantage Fund Returns up to 1 year are on 1. 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 (03 Sep 26) ₹43.14 ↑ 0.20 (0.47 %) Net Assets (Cr) ₹1,841 on 31 Jul 26 Category Hybrid - Hybrid Equity AMC BOI AXA Investment Mngrs Private Ltd Rating Risk Moderately High Expense Ratio 2.27 Sharpe Ratio 0.32 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 Aug 21 ₹10,000 31 Aug 22 ₹10,086 31 Aug 23 ₹12,166 31 Aug 24 ₹17,942 31 Aug 25 ₹16,731 31 Aug 26 ₹19,518 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 3 Sep 26 Duration Returns 1 Month 2% 3 Month 6.5% 6 Month 13.9% 1 Year 14.1% 3 Year 16.6% 5 Year 14% 10 Year 15 Year Since launch 15.5% 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 9.54 Yr. Data below for BOI AXA Mid and Small Cap Equity and Debt Fund as on 31 Jul 26
Asset Allocation
Asset Class Value Cash 18.74% Equity 67.83% Debt 13.43% Equity Sector Allocation
Sector Value Financial Services 14.17% Industrials 12.81% Health Care 11.36% Consumer Cyclical 8.73% Basic Materials 7.58% Technology 5.85% Consumer Defensive 3.88% Energy 1.22% Real Estate 0.94% Utility 0.64% Communication Services 0.39% Debt Sector Allocation
Sector Value Corporate 14.33% Cash Equivalent 11.46% Government 6.37% Credit Quality
Rating Value AA 5.14% AAA 94.86% Top Securities Holdings / Portfolio
Name Holding Value Quantity Abbott India Ltd (Healthcare)
Equity, Since 31 Jan 23 | ABBOTINDIA2% ₹42 Cr 15,000 Bank of Maharashtra (Financial Services)
Equity, Since 31 May 24 | MAHABANK2% ₹40 Cr 5,000,000
↑ 1,090,000 Mankind Pharma Ltd (Healthcare)
Equity, Since 30 Jun 26 | MANKIND2% ₹40 Cr 160,000
↑ 60,000 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Jul 19 | UNOMINDA2% ₹39 Cr 331,037 Shreeji Shipping Global Ltd (Industrials)
Equity, Since 31 Aug 25 | SHREEJISPG2% ₹38 Cr 590,000
↓ -10,000 Aurobindo Pharma Ltd (Healthcare)
Equity, Since 31 Jan 26 | AUROPHARMA2% ₹38 Cr 240,000 The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 26 | FEDERALBNK2% ₹36 Cr 1,010,004
↑ 585,004 Balrampur Chini Mills Ltd (Consumer Defensive)
Equity, Since 31 Jan 21 | BALRAMCHIN2% ₹35 Cr 598,000
↑ 162,000 Nippon Life India Asset Management Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Jan 24 | 5407672% ₹35 Cr 300,000 Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Jul 25 | 5322962% ₹34 Cr 150,000 2. 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 Returns for Sundaram Equity Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Sep 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 3. Bandhan Hybrid Equity Fund
Bandhan Hybrid Equity Fund
Growth Launch Date 30 Dec 16 NAV (03 Sep 26) ₹28.049 ↑ 0.02 (0.07 %) Net Assets (Cr) ₹2,184 on 30 Jun 26 Category Hybrid - Hybrid Equity AMC IDFC Asset Management Company Limited Rating Risk Moderately High Expense Ratio 2.35 Sharpe Ratio 0.05 Information Ratio 0.71 Alpha Ratio 5.97 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 Aug 21 ₹10,000 31 Aug 22 ₹10,182 31 Aug 23 ₹11,301 31 Aug 24 ₹14,772 31 Aug 25 ₹15,179 31 Aug 26 ₹16,768 Returns for Bandhan Hybrid Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Sep 26 Duration Returns 1 Month -1% 3 Month 6.1% 6 Month 5.9% 1 Year 7.9% 3 Year 13.5% 5 Year 10.5% 10 Year 15 Year Since launch 11.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.7% 2023 21% 2022 20.4% 2021 -1.1% 2020 30.8% 2019 13.9% 2018 4.7% 2017 -3.8% 2016 16.2% 2015 Fund Manager information for Bandhan Hybrid Equity Fund
Name Since Tenure Harshal Joshi 28 Jul 21 5.1 Yr. Brijesh Shah 10 Jun 24 2.22 Yr. Prateek Poddar 7 Jun 24 2.23 Yr. Ritika Behera 7 Oct 23 2.9 Yr. Gaurav Satra 7 Jun 24 2.23 Yr. Data below for Bandhan Hybrid Equity Fund as on 30 Jun 26
Asset Allocation
Asset Class Value Cash 4.05% Equity 79.56% Debt 16.37% Other 0.02% Equity Sector Allocation
Sector Value Financial Services 23.56% Consumer Cyclical 13.26% Technology 7.36% Industrials 6.99% Health Care 6.26% Basic Materials 6.14% Consumer Defensive 4.33% Energy 4.06% Utility 3.26% Communication Services 2.72% Real Estate 1.62% Debt Sector Allocation
Sector Value Corporate 13.36% Government 5.01% Cash Equivalent 2.05% Credit Quality
Rating Value AA 3.79% AAA 96.21% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bandhan Low Duration Dir Gr
Investment Fund | -6% ₹151 Cr 35,739,309 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 24 | ICICIBANK6% ₹142 Cr 991,719
↑ 32,515 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 24 | HDFCBANK4% ₹106 Cr 1,418,014
↑ 99,679 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 20 | RELIANCE4% ₹98 Cr 748,094
↑ 92,900 State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN3% ₹75 Cr 726,590
↑ 70,807 NTPC Ltd (Utilities)
Equity, Since 28 Feb 23 | 5325553% ₹68 Cr 1,944,414
↑ 105,958 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | M&M2% ₹54 Cr 159,285
↑ 11,307 7.3% Govt Stock 2053
Sovereign Bonds | -2% ₹54 Cr 5,500,000
↑ 3,000,000 Bajaj Housing Finance Limited
Debentures | -2% ₹50 Cr 5,000,000
↑ 5,000,000 Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Mar 25 | 5329782% ₹50 Cr 246,773
↑ 14,646 4. ICICI Prudential Equity and Debt Fund
ICICI Prudential Equity and Debt Fund
Growth Launch Date 3 Nov 99 NAV (03 Sep 26) ₹404.49 ↑ 0.50 (0.12 %) Net Assets (Cr) ₹52,433 on 31 Jul 26 Category Hybrid - Hybrid Equity AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.6 Sharpe Ratio -0.03 Information Ratio 1.49 Alpha Ratio 1.02 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 Aug 21 ₹10,000 31 Aug 22 ₹11,550 31 Aug 23 ₹13,534 31 Aug 24 ₹18,821 31 Aug 25 ₹19,356 31 Aug 26 ₹20,137 Returns for ICICI Prudential Equity and Debt Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Sep 26 Duration Returns 1 Month -2.1% 3 Month 3.3% 6 Month 0.5% 1 Year 2.3% 3 Year 13.4% 5 Year 14.8% 10 Year 15 Year Since launch 14.8% 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 10.74 Yr. Manish Banthia 19 Sep 13 12.96 Yr. Mittul Kalawadia 29 Dec 20 5.67 Yr. Akhil Kakkar 22 Jan 24 2.61 Yr. Sharmila D'Silva 31 Jul 22 4.09 Yr. Nitya Mishra 4 Nov 24 1.82 Yr. Data below for ICICI Prudential Equity and Debt Fund as on 31 Jul 26
Asset Allocation
Asset Class Value Cash 6.19% Equity 74.17% Debt 19.61% Equity Sector Allocation
Sector Value Financial Services 21.26% Consumer Cyclical 10.43% Industrials 7.97% Energy 6.89% Consumer Defensive 6.14% Health Care 4.92% Utility 4.1% Basic Materials 3.57% Technology 2.8% Real Estate 2.54% Communication Services 2.52% Debt Sector Allocation
Sector Value Corporate 11.91% Government 10.51% Cash Equivalent 3.42% Credit Quality
Rating Value A 1.74% AA 26.44% AAA 71.82% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | HDFCBANK6% ₹3,352 Cr 44,807,166
↑ 1,000,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | ICICIBANK5% ₹2,696 Cr 18,783,840
↑ 770,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 22 | RELIANCE5% ₹2,444 Cr 18,689,980 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 May 16 | SUNPHARMA4% ₹1,961 Cr 9,853,039
↓ -104,359 NTPC Ltd (Utilities)
Equity, Since 28 Feb 17 | 5325553% ₹1,804 Cr 51,962,814 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 28 Feb 18 | 5323433% ₹1,717 Cr 3,981,427 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 21 | 5322152% ₹1,295 Cr 10,531,926
↑ 500,000 InterGlobe Aviation Ltd (Industrials)
Equity, Since 28 Feb 23 | INDIGO2% ₹1,280 Cr 2,475,671
↑ 397,830 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Jan 23 | 5403762% ₹1,236 Cr 3,152,563
↓ -15,900 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 16 | BHARTIARTL2% ₹894 Cr 4,535,783 5. SBI Equity Hybrid Fund
SBI Equity Hybrid Fund
Growth Launch Date 19 Jan 05 NAV (03 Sep 26) ₹317.315 ↑ 0.56 (0.18 %) Net Assets (Cr) ₹88,036 on 31 Jul 26 Category Hybrid - Hybrid Equity AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.4 Sharpe Ratio 0.09 Information Ratio 0.88 Alpha Ratio 2.74 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 Aug 21 ₹10,000 31 Aug 22 ₹10,382 31 Aug 23 ₹11,172 31 Aug 24 ₹14,214 31 Aug 25 ₹14,870 31 Aug 26 ₹16,020 Returns for SBI Equity Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Sep 26 Duration Returns 1 Month -1.3% 3 Month 3.2% 6 Month 5.1% 1 Year 6.2% 3 Year 12.5% 5 Year 9.6% 10 Year 15 Year Since launch 14.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 12.3% 2023 14.2% 2022 16.4% 2021 2.3% 2020 23.6% 2019 12.9% 2018 13.5% 2017 -0.1% 2016 27.7% 2015 3.7% Fund Manager information for SBI Equity Hybrid Fund
Name Since Tenure R. Srinivasan 1 Jan 12 14.59 Yr. Rajeev Radhakrishnan 1 Dec 23 2.67 Yr. Data below for SBI Equity Hybrid Fund as on 31 Jul 26
Asset Allocation
Asset Class Value Cash 2.74% Equity 74.87% Debt 22.39% Equity Sector Allocation
Sector Value Financial Services 19.11% Basic Materials 8.52% Utility 8.47% Industrials 7.12% Consumer Cyclical 7.03% Energy 6.14% Technology 5.48% Health Care 4.44% Consumer Defensive 3.6% Communication Services 3.04% Real Estate 1.91% Debt Sector Allocation
Sector Value Corporate 14.77% Government 7.62% Cash Equivalent 2.73% Credit Quality
Rating Value A 5.65% AA 39.53% AAA 52.73% Top Securities Holdings / Portfolio
Name Holding Value Quantity 6.94% Govt Stock 2036
Sovereign Bonds | -5% ₹4,051 Cr 402,000,000
↑ 102,000,000 ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | ICICIBANK4% ₹3,876 Cr 27,000,000 State Bank of India (Financial Services)
Equity, Since 28 Feb 14 | SBIN4% ₹3,390 Cr 33,000,000 Adani Energy Solutions Ltd (Utilities)
Equity, Since 31 Aug 25 | ADANIENSOL4% ₹3,320 Cr 20,174,466 Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Jul 16 | SOLARINDS4% ₹3,292 Cr 1,790,000 Adani Power Ltd (Utilities)
Equity, Since 30 Sep 25 | 5330963% ₹2,747 Cr 130,000,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 24 | KOTAKBANK3% ₹2,732 Cr 70,000,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000343% ₹2,625 Cr 23,000,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 17 | BHARTIARTL3% ₹2,564 Cr 13,000,000 MRF Ltd (Consumer Cyclical)
Equity, Since 31 May 18 | 5002903% ₹2,257 Cr 170,000 6. Kotak Equity Hybrid Fund
Kotak Equity Hybrid Fund
Growth Launch Date 3 Nov 14 NAV (03 Sep 26) ₹65.579 ↑ 0.24 (0.36 %) Net Assets (Cr) ₹9,205 on 31 Jul 26 Category Hybrid - Hybrid Equity AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.78 Sharpe Ratio 0.03 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 Aug 21 ₹10,000 31 Aug 22 ₹10,796 31 Aug 23 ₹12,087 31 Aug 24 ₹16,222 31 Aug 25 ₹16,058 31 Aug 26 ₹17,265 Returns for Kotak Equity Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Sep 26 Duration Returns 1 Month -0.8% 3 Month 5.3% 6 Month 4.1% 1 Year 5.4% 3 Year 12.2% 5 Year 11.2% 10 Year 15 Year Since launch 11.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 4.1% 2023 21.7% 2022 20.1% 2021 5% 2020 28.9% 2019 15.4% 2018 14.1% 2017 -6.2% 2016 23.2% 2015 11% Fund Manager information for Kotak Equity Hybrid Fund
Name Since Tenure Abhishek Bisen 4 Jun 09 17.17 Yr. Atul Bhole 22 Jan 24 2.53 Yr. Data below for Kotak Equity Hybrid Fund as on 31 Jul 26
Asset Allocation
Asset Class Value Cash 9.48% Equity 78.4% Debt 12.12% Equity Sector Allocation
Sector Value Financial Services 28.54% Industrials 10.13% Consumer Cyclical 8.64% Health Care 8.32% Basic Materials 8.17% Technology 6.31% Communication Services 3.41% Consumer Defensive 1.92% Energy 1.51% Utility 0.83% Real Estate 0.61% Debt Sector Allocation
Sector Value Government 7.85% Cash Equivalent 7.2% Corporate 6.56% Credit Quality
Rating Value AA 9.84% AAA 90.16% Top Securities Holdings / Portfolio
Name Holding Value Quantity Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | ETERNAL4% ₹403 Cr 13,329,208 Bharti Airtel Ltd (Communication Services)
Equity, Since 29 Feb 24 | BHARTIARTL3% ₹314 Cr 1,591,129 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 11 | HDFCBANK3% ₹314 Cr 4,191,624
↑ 400,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 10 | ICICIBANK3% ₹307 Cr 2,140,708
↑ 600,000 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Mar 24 | 5328433% ₹303 Cr 3,201,167 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Jul 25 | CHOLAFIN3% ₹290 Cr 1,567,811 State Bank of India (Financial Services)
Equity, Since 31 Aug 25 | SBIN3% ₹277 Cr 2,700,000 Shriram Finance Ltd (Financial Services)
Equity, Since 31 Jan 24 | SHRIRAMFIN3% ₹244 Cr 2,334,465 Bajaj Finance Ltd (Financial Services)
Equity, Since 28 Feb 25 | 5000342% ₹227 Cr 1,990,321 UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Sep 24 | 5325382% ₹214 Cr 179,764 7. JM Equity Hybrid Fund
JM Equity Hybrid Fund
Growth Launch Date 1 Apr 95 NAV (03 Sep 26) ₹121.267 ↑ 0.04 (0.04 %) Net Assets (Cr) ₹704 on 31 Jul 26 Category Hybrid - Hybrid Equity AMC JM Financial Asset Management Limited Rating ☆ Risk Moderately High Expense Ratio 2.26 Sharpe Ratio -0.31 Information Ratio 0.37 Alpha Ratio -2.74 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 Aug 21 ₹10,000 31 Aug 22 ₹10,205 31 Aug 23 ₹12,791 31 Aug 24 ₹19,153 31 Aug 25 ₹17,435 31 Aug 26 ₹18,092 Returns for JM Equity Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Sep 26 Duration Returns 1 Month -0.2% 3 Month 7.6% 6 Month 5.4% 1 Year 1.3% 3 Year 11.9% 5 Year 12% 10 Year 15 Year Since launch 12.1% 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 1.83 Yr. Asit Bhandarkar 31 Dec 21 4.59 Yr. Ruchi Fozdar 4 Oct 24 1.82 Yr. Deepak Gupta 11 Apr 25 1.31 Yr. Data below for JM Equity Hybrid Fund as on 31 Jul 26
Asset Allocation
Asset Class Value Cash 5.64% Equity 78.66% Debt 15.7% Equity Sector Allocation
Sector Value Financial Services 21.83% Consumer Cyclical 13.13% Technology 12.44% Industrials 8.36% Health Care 5.38% Basic Materials 3.99% Energy 3.75% Communication Services 3.04% Utility 2.79% Consumer Defensive 2.79% Real Estate 1.15% Debt Sector Allocation
Sector Value Corporate 12.57% Government 7.45% Cash Equivalent 1.32% Credit Quality
Rating Value AA 15.82% AAA 84.18% Top Securities Holdings / Portfolio
Name Holding Value Quantity 6.36% Govt Stock 2031
Sovereign Bonds | -4% ₹25 Cr 2,525,000
↑ 1,025,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jan 25 | 5000344% ₹25 Cr 218,040 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 24 | BHARTIARTL3% ₹21 Cr 108,446
↓ -15,300 One97 Communications Ltd (Technology)
Equity, Since 30 Jun 25 | PAYTM3% ₹21 Cr 157,147 Coforge Ltd (Technology)
Equity, Since 31 May 25 | COFORGE3% ₹20 Cr 116,000 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | ETERNAL3% ₹18 Cr 600,000 Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 26 | RELIANCE2% ₹17 Cr 133,000 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Dec 25 | APOLLOHOSP2% ₹15 Cr 17,014
↓ -1,650 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 26 | KOTAKBANK2% ₹15 Cr 380,000
↑ 40,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 21 | ICICIBANK2% ₹14 Cr 100,500 8. ICICI Prudential Balanced Advantage Fund
ICICI Prudential Balanced Advantage Fund
Growth Launch Date 30 Dec 06 NAV (03 Sep 26) ₹79.09 ↑ 0.01 (0.01 %) Net Assets (Cr) ₹74,555 on 31 Jul 26 Category Hybrid - Dynamic Allocation AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.47 Sharpe Ratio 0.23 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-18 Months (1%),18 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Aug 21 ₹10,000 31 Aug 22 ₹10,827 31 Aug 23 ₹11,911 31 Aug 24 ₹14,746 31 Aug 25 ₹15,506 31 Aug 26 ₹16,734 Returns for ICICI Prudential Balanced Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Sep 26 Duration Returns 1 Month -1.4% 3 Month 5.3% 6 Month 3.6% 1 Year 6% 3 Year 11.4% 5 Year 10.5% 10 Year 15 Year Since launch 11.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 12.2% 2023 12.3% 2022 16.5% 2021 7.9% 2020 15.1% 2019 11.7% 2018 10.8% 2017 2.4% 2016 19% 2015 7.3% Fund Manager information for ICICI Prudential Balanced Advantage Fund
Name Since Tenure Rajat Chandak 7 Sep 15 10.99 Yr. Manish Banthia 18 Nov 09 16.79 Yr. Akhil Kakkar 22 Jan 24 2.61 Yr. Sri Sharma 30 Apr 21 5.34 Yr. Sharmila D'Silva 31 Jul 22 4.09 Yr. Data below for ICICI Prudential Balanced Advantage Fund as on 31 Jul 26
Asset Allocation
Asset Class Value Cash 11.59% Equity 68.33% Debt 19.98% Equity Sector Allocation
Sector Value Financial Services 20.91% Consumer Cyclical 18.28% Industrials 8.76% Technology 5.86% Basic Materials 4.75% Real Estate 4.41% Energy 3.34% Consumer Defensive 2.96% Health Care 2.37% Communication Services 1.77% Utility 1.21% Debt Sector Allocation
Sector Value Government 11.67% Corporate 10.46% Cash Equivalent 9.54% Credit Quality
Rating Value A 1.67% AA 23.69% AAA 74.64% Top Securities Holdings / Portfolio
Name Holding Value Quantity TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 16 | 5323436% ₹4,539 Cr 10,523,115
↓ -179,275 Nifty 50 Index $$
- | -4% -₹2,850 Cr 1,165,580
↑ 533,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 12 | ICICIBANK4% ₹2,788 Cr 19,424,705
↓ -2,038,400 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | HDFCBANK3% ₹2,588 Cr 34,591,493
↑ 1,564,861 Embassy Office Parks REIT (Real Estate)
-, Since 30 Apr 25 | EMBASSY3% ₹2,111 Cr 48,202,903 Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 08 | RELIANCE3% ₹2,023 Cr 15,466,123
↓ -672,500 Infosys Ltd (Technology)
Equity, Since 31 Dec 08 | INFY3% ₹1,898 Cr 16,793,365
↓ -744,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT2% ₹1,606 Cr 4,076,323
↓ -40,250 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Mar 23 | ETERNAL2% ₹1,547 Cr 51,164,479
↓ -2,282,300 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 16 | MARUTI2% ₹1,530 Cr 1,074,569
↓ -67,500
ٹیکس کے مضمرات
اوسطاً 65% یا اس سے زیادہ کی ایکویٹی ایکسپوژر والے تمام میوچل فنڈز کو ٹیکس کے مقصد کے لیے ایکویٹی اثاثہ کلاس سمجھا جاتا ہے۔ تو مختصر مدتکیپٹل گینز یعنی ایکویٹی اورینٹڈ بیلنس کے ایک سال کے ساتھ بک کیے گئے منافعوں پر 15% ٹیکس لگایا جاتا ہے۔ اگر یہ فنڈز 12 مہینوں سے زیادہ مدت کے لیے رکھے جاتے ہیں، تو ان کے طویل مدتی کیپٹل گین پر 10% ٹیکس لگایا جاتا ہے اگر منافع روپے سے زیادہ بک کیا جاتا ہے۔ 1 لاکھ (2018 کے تازہ ترین بجٹ کے مطابق)۔
قرض پر مبنی ہائبرڈ فنڈز کے لیے ٹیکس 20% ہے جس میں انڈیکسیشن فائدہ ہوتا ہے جیسا کہ کسی دوسرے قرض کے آلے کی صورت میں ہولڈنگ 3 سال یا اس سے اوپر ہے۔ قلیل مدتی ٹیکس کی معمولی شرح پر ٹیکس لگایا جاتا ہے (ٹیکس سلیب کے مطابق)۔
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Research Highlights for BOI AXA Mid and Small Cap Equity and Debt Fund