+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 (%) 2025 (%) Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78 ₹1,954 0.5 10.5 27.1 16 14.2 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹41.05
↓ -0.67 ₹2,196 -2.4 2.5 7.8 13.7 12.3 -0.9 Bandhan Hybrid Equity Fund Growth ₹26.827
↓ -0.25 ₹2,663 -3 -0.1 -0.6 11.9 8.9 7.7 ICICI Prudential Equity and Debt Fund Growth ₹386.42
↓ -2.78 ₹50,706 -5.1 -4.8 -5.5 11.1 11.7 13.3 SBI Equity Hybrid Fund Growth ₹302.519
↓ -2.63 ₹86,163 -4.8 -2.5 -3.1 10.4 7.8 12.3 Kotak Equity Hybrid Fund Growth ₹61.776
↓ -0.76 ₹9,040 -5.4 -3.4 -4 10 9.1 4.1 Aditya Birla Sun Life Balanced Advantage Fund Growth ₹109.62
↓ -0.90 ₹9,836 -2.9 -0.6 0.9 9.8 8.1 10.1 Axis Dynamic Equity Fund Growth ₹20.79
↓ -0.10 ₹3,651 -3.3 -2.5 -2.9 9.5 7.5 7 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 8 Funds showcased
Commentary Sundaram Equity Hybrid Fund BOI AXA Mid and Small Cap Equity and Debt Fund Bandhan Hybrid Equity Fund ICICI Prudential Equity and Debt Fund SBI Equity Hybrid Fund Kotak Equity Hybrid Fund Aditya Birla Sun Life Balanced Advantage Fund Axis Dynamic Equity Fund Point 1 Bottom quartile AUM (₹1,954 Cr). Bottom quartile AUM (₹2,196 Cr). Lower mid AUM (₹2,663 Cr). Top quartile AUM (₹50,706 Cr). Highest AUM (₹86,163 Cr). Upper mid AUM (₹9,040 Cr). Upper mid AUM (₹9,836 Cr). Lower mid AUM (₹3,651 Cr). Point 2 Oldest track record among peers (26 yrs). Established history (10+ yrs). Established history (9+ yrs). Established history (26+ yrs). Established history (21+ yrs). Established history (11+ yrs). Established history (26+ yrs). Established history (9+ yrs). Point 3 Rating: 2★ (lower mid). Not Rated. Not Rated. Top rated. Rating: 4★ (top quartile). Rating: 3★ (upper 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. Risk profile: Moderately High. Point 5 5Y return: 14.20% (top quartile). 5Y return: 12.27% (top quartile). 5Y return: 8.88% (lower mid). 5Y return: 11.72% (upper mid). 5Y return: 7.81% (bottom quartile). 5Y return: 9.08% (upper mid). 5Y return: 8.08% (lower mid). 5Y return: 7.53% (bottom quartile). Point 6 3Y return: 16.03% (top quartile). 3Y return: 13.66% (top quartile). 3Y return: 11.88% (upper mid). 3Y return: 11.09% (upper mid). 3Y return: 10.38% (lower mid). 3Y return: 10.03% (lower mid). 3Y return: 9.85% (bottom quartile). 3Y return: 9.46% (bottom quartile). Point 7 1Y return: 27.10% (top quartile). 1Y return: 7.83% (top quartile). 1Y return: -0.56% (upper mid). 1Y return: -5.46% (bottom quartile). 1Y return: -3.09% (lower mid). 1Y return: -3.97% (bottom quartile). 1Y return: 0.94% (upper mid). 1Y return: -2.94% (lower mid). Point 8 1M return: 1.80% (top quartile). 1M return: -4.95% (bottom quartile). 1M return: -3.28% (lower mid). 1M return: -3.74% (lower mid). 1M return: -2.68% (upper mid). 1M return: -4.49% (bottom quartile). 1M return: -2.66% (upper mid). 1M return: -2.26% (top quartile). Point 9 Alpha: 5.81 (top quartile). Alpha: 0.00 (upper mid). Alpha: 6.68 (top quartile). Alpha: -0.22 (bottom quartile). Alpha: 3.76 (upper mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Point 10 Sharpe: 2.64 (top quartile). Sharpe: 0.54 (top quartile). Sharpe: 0.01 (upper mid). Sharpe: -0.47 (bottom quartile). Sharpe: -0.17 (lower mid). Sharpe: -0.24 (lower mid). Sharpe: -0.04 (upper mid). Sharpe: -0.44 (bottom quartile). Sundaram Equity Hybrid Fund
BOI AXA Mid and Small Cap Equity and Debt Fund
Bandhan Hybrid Equity Fund
ICICI Prudential Equity and Debt Fund
SBI Equity Hybrid Fund
Kotak Equity Hybrid Fund
Aditya Birla Sun Life Balanced Advantage Fund
Axis Dynamic Equity 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 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. Below is the key information for Sundaram Equity Hybrid Fund Returns up to 1 year are on (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 Below is the key information for BOI AXA Mid and Small Cap Equity and Debt 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 The primary objective of the Scheme is to generate long term growth of capital and income distribution with relatively lower volatility by investing in a dynamically balanced portfolio of Equity & Equity linked investments and fixed-income securities. Research Highlights for Aditya Birla Sun Life Balanced Advantage Fund Below is the key information for Aditya Birla Sun Life Balanced Advantage Fund Returns up to 1 year are on To generate capital appreciation by investing in a portfolio of equity or equity linked securities while secondary objective is to generate income through investments in debt and money market instruments. It also aims to manage risk through active asset allocation. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns. Research Highlights for Axis Dynamic Equity Fund Below is the key information for Axis Dynamic Equity Fund Returns up to 1 year are on 1. 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 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 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 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. 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 (21 Oct 26) ₹41.05 ↓ -0.67 (-1.61 %) Net Assets (Cr) ₹2,196 on 30 Sep 26 Category Hybrid - Hybrid Equity AMC BOI AXA Investment Mngrs Private Ltd Rating Risk Moderately High Expense Ratio 2.04 Sharpe Ratio 0.54 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 30 Sep 21 ₹10,000 30 Sep 22 ₹9,921 30 Sep 23 ₹12,415 30 Sep 24 ₹17,307 30 Sep 25 ₹16,534 30 Sep 26 ₹18,795 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 31 Dec 21 Duration Returns 1 Month -5% 3 Month -2.4% 6 Month 2.5% 1 Year 7.8% 3 Year 13.7% 5 Year 12.3% 10 Year 15 Year Since launch 14.8% Historical performance (Yearly) on absolute basis
Year Returns 2025 -0.9% 2024 25.8% 2023 33.7% 2022 -4.8% 2021 54.5% 2020 31.1% 2019 -4.7% 2018 -14.2% 2017 47.1% 2016 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 30 Sep 26
Asset Allocation
Asset Class Value Cash 19.59% Equity 66.93% Debt 13.48% Equity Sector Allocation
Sector Value Financial Services 14.4% Industrials 13.53% Health Care 10.42% Technology 7.37% Consumer Cyclical 7.32% Basic Materials 6.48% Consumer Defensive 4.39% Energy 1.17% Real Estate 0.78% Utility 0.5% Communication Services 0.33% Debt Sector Allocation
Sector Value Corporate 15.26% Cash Equivalent 10.74% Government 7.07% Credit Quality
Rating Value AA 3.91% AAA 96.09% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bank of Maharashtra (Financial Services)
Equity, Since 31 May 24 | MAHABANK2% ₹50 Cr 6,100,000
↑ 1,100,000 Balrampur Chini Mills Ltd (Consumer Defensive)
Equity, Since 31 Jan 21 | BALRAMCHIN2% ₹46 Cr 670,000
↑ 72,000 Sterlite Technologies Ltd (Technology)
Equity, Since 30 Apr 26 | STLTECH2% ₹43 Cr 592,439 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Jul 19 | UNOMINDA2% ₹42 Cr 331,037 Power Finance Corporation Limited
Debentures | -2% ₹42 Cr 4,200,000
↑ 3,500,000 Aurobindo Pharma Ltd (Healthcare)
Equity, Since 31 Jan 26 | AUROPHARMA2% ₹41 Cr 240,000 The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 26 | FEDERALBNK2% ₹41 Cr 1,150,004
↑ 140,000 Abbott India Ltd (Healthcare)
Equity, Since 31 Jan 23 | ABBOTINDIA2% ₹39 Cr 15,000 Mankind Pharma Ltd (Healthcare)
Equity, Since 30 Jun 26 | MANKIND2% ₹39 Cr 160,000 Quality Power Electrical Equipments Ltd (Industrials)
Equity, Since 30 Sep 25 | QPOWER2% ₹38 Cr 261,578 3. Bandhan Hybrid Equity Fund
Bandhan Hybrid Equity Fund
Growth Launch Date 30 Dec 16 NAV (21 Oct 26) ₹26.827 ↓ -0.25 (-0.93 %) Net Assets (Cr) ₹2,663 on 30 Sep 26 Category Hybrid - Hybrid Equity AMC IDFC Asset Management Company Limited Rating Risk Moderately High Expense Ratio 2.15 Sharpe Ratio 0.01 Information Ratio 0.83 Alpha Ratio 6.68 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 30 Sep 21 ₹10,000 30 Sep 22 ₹9,937 30 Sep 23 ₹11,292 30 Sep 24 ₹15,122 30 Sep 25 ₹15,208 30 Sep 26 ₹15,924 Returns for Bandhan Hybrid Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Dec 21 Duration Returns 1 Month -3.3% 3 Month -3% 6 Month -0.1% 1 Year -0.6% 3 Year 11.9% 5 Year 8.9% 10 Year 15 Year Since launch 10.6% Historical performance (Yearly) on absolute basis
Year Returns 2025 7.7% 2024 21% 2023 20.4% 2022 -1.1% 2021 30.8% 2020 13.9% 2019 4.7% 2018 -3.8% 2017 16.2% 2016 Fund Manager information for Bandhan Hybrid Equity Fund
Name Since Tenure Harshal Joshi 28 Jul 21 5.1 Yr. Brijesh Shah 10 Jun 24 2.23 Yr. Prateek Poddar 7 Jun 24 2.24 Yr. Ritika Behera 7 Oct 23 2.9 Yr. Gaurav Satra 7 Jun 24 2.24 Yr. Data below for Bandhan Hybrid Equity Fund as on 30 Sep 26
Asset Allocation
Asset Class Value Cash 1.62% Equity 79.62% Debt 18.75% Other 0% Equity Sector Allocation
Sector Value Financial Services 23.63% Consumer Cyclical 13.04% Technology 7.97% Industrials 7.37% Health Care 6.27% Basic Materials 6.12% Consumer Defensive 4.24% Energy 3.8% Utility 3.23% Communication Services 2.5% Real Estate 1.45% Debt Sector Allocation
Sector Value Corporate 11.38% Government 7.52% Cash Equivalent 1.48% Credit Quality
Rating Value AA 2.47% AAA 97.53% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 24 | ICICIBANK6% ₹151 Cr 1,035,507
↑ 43,788 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 24 | HDFCBANK4% ₹116 Cr 1,634,898
↑ 216,884 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 20 | RELIANCE4% ₹99 Cr 777,373
↑ 29,279 State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN3% ₹82 Cr 773,306
↑ 46,716 Bajaj Finance Limited
Debentures | -3% ₹74 Cr 7,500,000
↑ 5,000,000 NTPC Ltd (Utilities)
Equity, Since 28 Feb 23 | 5325553% ₹72 Cr 2,211,909
↑ 267,495 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | M&M2% ₹56 Cr 170,937
↑ 11,652 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | ETERNAL2% ₹56 Cr 1,701,040
↑ 71,565 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jan 17 | LT2% ₹54 Cr 132,760
↑ 11,281 7.3% Govt Stock 2053
Sovereign Bonds | -2% ₹53 Cr 5,500,000 4. ICICI Prudential Equity and Debt Fund
ICICI Prudential Equity and Debt Fund
Growth Launch Date 3 Nov 99 NAV (21 Oct 26) ₹386.42 ↓ -2.78 (-0.71 %) Net Assets (Cr) ₹50,706 on 30 Sep 26 Category Hybrid - Hybrid Equity AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.55 Sharpe Ratio -0.47 Information Ratio 1.31 Alpha Ratio -0.22 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 30 Sep 21 ₹10,000 30 Sep 22 ₹10,704 30 Sep 23 ₹13,162 30 Sep 24 ₹18,128 30 Sep 25 ₹18,495 30 Sep 26 ₹18,304 Returns for ICICI Prudential Equity and Debt Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Dec 21 Duration Returns 1 Month -3.7% 3 Month -5.1% 6 Month -4.8% 1 Year -5.5% 3 Year 11.1% 5 Year 11.7% 10 Year 15 Year Since launch 14.5% Historical performance (Yearly) on absolute basis
Year Returns 2025 13.3% 2024 17.2% 2023 28.2% 2022 11.7% 2021 41.7% 2020 9% 2019 9.3% 2018 -1.9% 2017 24.8% 2016 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 5.68 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 30 Sep 26
Asset Allocation
Asset Class Value Cash 5.63% Equity 76.82% Debt 17.51% Equity Sector Allocation
Sector Value Financial Services 23.88% Consumer Cyclical 10.59% Industrials 8.12% Energy 6.76% Consumer Defensive 6.3% Health Care 5.53% Utility 3.66% Basic Materials 3.43% Real Estate 2.76% Communication Services 2.3% Technology 2.16% Debt Sector Allocation
Sector Value Corporate 11.84% Government 8.58% Cash Equivalent 2.76% Credit Quality
Rating Value A 1.76% AA 26.64% AAA 68.59% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | HDFCBANK6% ₹3,177 Cr 44,807,166 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | ICICIBANK5% ₹2,731 Cr 18,783,840 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 22 | RELIANCE5% ₹2,387 Cr 18,689,980 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 May 16 | SUNPHARMA4% ₹1,956 Cr 9,853,039 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 28 Feb 18 | 5323433% ₹1,728 Cr 3,981,427 NTPC Ltd (Utilities)
Equity, Since 28 Feb 17 | 5325553% ₹1,701 Cr 51,962,814 Life Insurance Corporation of India (Financial Services)
Equity, Since 31 Dec 25 | LICI3% ₹1,547 Cr 37,007,543
↑ 28,529,939 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Jan 23 | 5403763% ₹1,375 Cr 3,525,882
↑ 373,319 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 21 | 5322153% ₹1,369 Cr 10,531,926 InterGlobe Aviation Ltd (Industrials)
Equity, Since 28 Feb 23 | INDIGO2% ₹1,296 Cr 2,475,671 5. SBI Equity Hybrid Fund
SBI Equity Hybrid Fund
Growth Launch Date 19 Jan 05 NAV (21 Oct 26) ₹302.519 ↓ -2.63 (-0.86 %) Net Assets (Cr) ₹86,163 on 30 Sep 26 Category Hybrid - Hybrid Equity AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.38 Sharpe Ratio -0.17 Information Ratio 0.91 Alpha Ratio 3.76 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 30 Sep 21 ₹10,000 30 Sep 22 ₹10,021 30 Sep 23 ₹11,068 30 Sep 24 ₹14,169 30 Sep 25 ₹14,706 30 Sep 26 ₹15,021 Returns for SBI Equity Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Dec 21 Duration Returns 1 Month -2.7% 3 Month -4.8% 6 Month -2.5% 1 Year -3.1% 3 Year 10.4% 5 Year 7.8% 10 Year 15 Year Since launch 14.1% Historical performance (Yearly) on absolute basis
Year Returns 2025 12.3% 2024 14.2% 2023 16.4% 2022 2.3% 2021 23.6% 2020 12.9% 2019 13.5% 2018 -0.1% 2017 27.7% 2016 3.7% Fund Manager information for SBI Equity Hybrid Fund
Name Since Tenure R. Srinivasan 1 Jan 12 14.68 Yr. Rajeev Radhakrishnan 1 Dec 23 2.75 Yr. Data below for SBI Equity Hybrid Fund as on 30 Sep 26
Asset Allocation
Asset Class Value Cash 6.64% Equity 74.16% Debt 19.2% Equity Sector Allocation
Sector Value Financial Services 21.29% Basic Materials 7.56% Industrials 7.41% Utility 7.41% Consumer Cyclical 6.13% Technology 5.57% Energy 5.43% Health Care 5.24% Consumer Defensive 4.25% Communication Services 2.25% Real Estate 1.63% Debt Sector Allocation
Sector Value Corporate 13.96% Cash Equivalent 6.63% Government 5.24% Credit Quality
Rating Value A 6.54% AA 46.83% AAA 46.63% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | ICICIBANK4% ₹3,926 Cr 27,000,000 Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Jul 16 | SOLARINDS4% ₹3,599 Cr 1,790,000 State Bank of India (Financial Services)
Equity, Since 28 Feb 14 | SBIN4% ₹3,498 Cr 33,000,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 24 | KOTAKBANK3% ₹2,936 Cr 70,000,000 Adani Energy Solutions Ltd (Utilities)
Equity, Since 31 Aug 25 | ADANIENSOL3% ₹2,693 Cr 19,000,000
↓ -1,174,466 Adani Power Ltd (Utilities)
Equity, Since 30 Sep 25 | 5330963% ₹2,574 Cr 130,000,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000343% ₹2,431 Cr 23,000,000 6.94% Govt Stock 2036
Sovereign Bonds | -3% ₹2,353 Cr 235,500,000
↓ -166,500,000 MRF Ltd (Consumer Cyclical)
Equity, Since 31 May 18 | 5002903% ₹2,274 Cr 170,000 Adani Enterprises Ltd (Energy)
Equity, Since 30 Jun 26 | 5125992% ₹2,133 Cr 7,460,874 6. Kotak Equity Hybrid Fund
Kotak Equity Hybrid Fund
Growth Launch Date 3 Nov 14 NAV (21 Oct 26) ₹61.776 ↓ -0.76 (-1.22 %) Net Assets (Cr) ₹9,040 on 30 Sep 26 Category Hybrid - Hybrid Equity AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.78 Sharpe Ratio -0.24 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 30 Sep 21 ₹10,000 30 Sep 22 ₹10,339 30 Sep 23 ₹11,904 30 Sep 24 ₹16,096 30 Sep 25 ₹15,978 30 Sep 26 ₹16,044 Returns for Kotak Equity Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Dec 21 Duration Returns 1 Month -4.5% 3 Month -5.4% 6 Month -3.4% 1 Year -4% 3 Year 10% 5 Year 9.1% 10 Year 15 Year Since launch 11% Historical performance (Yearly) on absolute basis
Year Returns 2025 4.1% 2024 21.7% 2023 20.1% 2022 5% 2021 28.9% 2020 15.4% 2019 14.1% 2018 -6.2% 2017 23.2% 2016 11% Fund Manager information for Kotak Equity Hybrid Fund
Name Since Tenure Abhishek Bisen 4 Jun 09 17.25 Yr. Atul Bhole 22 Jan 24 2.61 Yr. Data below for Kotak Equity Hybrid Fund as on 30 Sep 26
Asset Allocation
Asset Class Value Cash 16.03% Equity 75.4% Debt 8.57% Equity Sector Allocation
Sector Value Financial Services 27.66% Industrials 10.11% Health Care 9.82% Consumer Cyclical 7.52% Technology 7.48% Basic Materials 5.8% Communication Services 3.09% Consumer Defensive 1.81% Energy 1.48% Real Estate 0.61% Debt Sector Allocation
Sector Value Cash Equivalent 11.92% Corporate 6.58% Government 6.1% Credit Quality
Rating Value AA 8.96% AAA 91.04% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 10 | ICICIBANK3% ₹311 Cr 2,140,708 Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | ETERNAL3% ₹301 Cr 9,187,882
↓ -4,141,326 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Mar 24 | 5328433% ₹290 Cr 3,201,167 Bharti Airtel Ltd (Communication Services)
Equity, Since 29 Feb 24 | BHARTIARTL3% ₹288 Cr 1,591,129 State Bank of India (Financial Services)
Equity, Since 31 Aug 25 | SBIN3% ₹286 Cr 2,700,000 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Jul 25 | CHOLAFIN3% ₹259 Cr 1,395,184
↓ -172,627 Shriram Finance Ltd (Financial Services)
Equity, Since 31 Jan 24 | SHRIRAMFIN3% ₹259 Cr 2,334,465 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 11 | HDFCBANK2% ₹226 Cr 3,191,624
↓ -1,000,000 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Mar 24 | BEL2% ₹197 Cr 4,752,357 Bajaj Finance Ltd (Financial Services)
Equity, Since 28 Feb 25 | 5000342% ₹184 Cr 1,740,321
↓ -250,000 7. Aditya Birla Sun Life Balanced Advantage Fund
Aditya Birla Sun Life Balanced Advantage Fund
Growth Launch Date 25 Apr 00 NAV (21 Oct 26) ₹109.62 ↓ -0.90 (-0.81 %) Net Assets (Cr) ₹9,836 on 30 Sep 26 Category Hybrid - Dynamic Allocation AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.77 Sharpe Ratio -0.04 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 Min SIP Investment 100 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 21 ₹10,000 30 Sep 22 ₹10,041 30 Sep 23 ₹11,350 30 Sep 24 ₹14,227 30 Sep 25 ₹14,421 30 Sep 26 ₹15,077 Returns for Aditya Birla Sun Life Balanced Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Dec 21 Duration Returns 1 Month -2.7% 3 Month -2.9% 6 Month -0.6% 1 Year 0.9% 3 Year 9.8% 5 Year 8.1% 10 Year 15 Year Since launch Historical performance (Yearly) on absolute basis
Year Returns 2025 10.1% 2024 13% 2023 16.5% 2022 4.2% 2021 13.4% 2020 15.4% 2019 8.1% 2018 0.7% 2017 15.2% 2016 16.3% Fund Manager information for Aditya Birla Sun Life Balanced Advantage Fund
Name Since Tenure Harish Krishnan 31 Oct 24 1.84 Yr. Lovelish Solanki 9 Oct 19 6.9 Yr. Mohit Sharma 1 Apr 17 9.42 Yr. Rohit Karan 2 Apr 26 0.42 Yr. Data below for Aditya Birla Sun Life Balanced Advantage Fund as on 30 Sep 26
Asset Allocation
Asset Class Value Equity 86.82% Debt 15.58% Equity Sector Allocation
Sector Value Financial Services 24.91% Consumer Cyclical 9.94% Industrials 9.25% Basic Materials 8.1% Technology 7.03% Consumer Defensive 6.34% Health Care 5.87% Energy 5.3% Real Estate 4.01% Utility 3.81% Communication Services 2% Debt Sector Allocation
Sector Value Corporate 12.92% Government 2.66% Credit Quality
Rating Value AA 37.09% AAA 62.91% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK4% ₹413 Cr 2,839,476 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 18 | KOTAKBANK3% ₹293 Cr 6,982,513 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 17 | HDFCBANK3% ₹263 Cr 3,708,552 IndiGrid Infrastructure Trust Units Series - IV (Utilities)
Equity, Since 31 Dec 23 | INDIGRID2% ₹223 Cr 12,713,026 Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 18 | RELIANCE2% ₹212 Cr 1,660,633 State Bank of India (Financial Services)
Equity, Since 31 Oct 20 | SBIN2% ₹211 Cr 1,988,137 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 18 | 5322152% ₹176 Cr 1,350,000 Future on Axis Bank Ltd
Derivatives, Since 31 Aug 26 | -2% ₹172 Cr Tech Mahindra Ltd (Technology)
Equity, Since 31 May 17 | 5327552% ₹170 Cr 1,043,641 Infosys Ltd (Technology)
Equity, Since 31 Dec 07 | INFY2% ₹167 Cr 1,470,922 8. Axis Dynamic Equity Fund
Axis Dynamic Equity Fund
Growth Launch Date 1 Aug 17 NAV (21 Oct 26) ₹20.79 ↓ -0.10 (-0.48 %) Net Assets (Cr) ₹3,651 on 30 Sep 26 Category Hybrid - Dynamic Allocation AMC Axis Asset Management Company Limited Rating Risk Moderately High Expense Ratio 1.93 Sharpe Ratio -0.45 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 30 Sep 21 ₹10,000 30 Sep 22 ₹9,874 30 Sep 23 ₹11,055 30 Sep 24 ₹14,563 30 Sep 25 ₹14,528 30 Sep 26 ₹14,570 Returns for Axis Dynamic Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Dec 21 Duration Returns 1 Month -2.3% 3 Month -3.3% 6 Month -2.5% 1 Year -2.9% 3 Year 9.5% 5 Year 7.5% 10 Year 15 Year Since launch 8.3% Historical performance (Yearly) on absolute basis
Year Returns 2025 7% 2024 17.5% 2023 20% 2022 -0.4% 2021 15.7% 2020 10.1% 2019 5.9% 2018 2.7% 2017 2016 Fund Manager information for Axis Dynamic Equity Fund
Name Since Tenure Devang Shah 5 Apr 24 2.41 Yr. Hardik Shah 31 Jan 22 4.59 Yr. Jayesh Sundar 28 Sep 23 2.93 Yr. Data below for Axis Dynamic Equity Fund as on 30 Sep 26
Asset Allocation
Asset Class Value Cash 17.91% Equity 63.07% Debt 19.02% Equity Sector Allocation
Sector Value Financial Services 22.97% Consumer Cyclical 8.95% Industrials 5.69% Technology 5.51% Health Care 5.21% Energy 4.67% Consumer Defensive 3.8% Communication Services 3.03% Real Estate 1.95% Basic Materials 1.74% Utility 1.7% Debt Sector Allocation
Sector Value Cash Equivalent 15.49% Corporate 14.45% Government 6.99% Credit Quality
Rating Value AA 38.26% AAA 61.74% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK6% ₹233 Cr 1,605,062 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 17 | HDFCBANK5% ₹206 Cr 2,909,296 Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 17 | RELIANCE5% ₹174 Cr 1,363,657 State Bank of India (Financial Services)
Equity, Since 31 May 21 | SBIN4% ₹135 Cr 1,276,824 Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY2% ₹92 Cr 808,320
↓ -33,256 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 22 | BHARTIARTL2% ₹90 Cr 494,498
↑ 22,714 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 21 | LT2% ₹89 Cr 220,020
↓ -3,150 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 17 | KOTAKBANK2% ₹88 Cr 2,094,719
↓ -46,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Jul 20 | M&M2% ₹88 Cr 267,129
↓ -60,400 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Aug 21 | SUNPHARMA2% ₹73 Cr 366,343
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 Sundaram Equity Hybrid Fund