નિપ્પોન/રિલાયન્સ મ્યુચ્યુઅલ ફંડ 2022 દ્વારા ટોચના 3 શ્રેષ્ઠ સંતુલિત ફંડ

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મહત્વની માહિતી
નિપ્પોન/રિલાયન્સ મ્યુચ્યુઅલ ફંડમાં શા માટે રોકાણ કરો?
શ્રેષ્ઠ નિપ્પોન/રિલાયન્સ બેલેન્સ્ડ મ્યુચ્યુઅલ ફંડ્સ
નિપ્પોન ઈન્ડિયા મ્યુચ્યુઅલ ફંડમાં ઓનલાઈન કેવી રીતે રોકાણ કરવું?
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નિપ્પોન/રિલાયન્સ મ્યુચ્યુઅલ ફંડ 2022 દ્વારા ટોચના 3 શ્રેષ્ઠ સંતુલિત ફંડ

Updated on December 23, 2024 , 5335 views

સંતુલિત ભંડોળ દેવું અને બંનેનું મિશ્રણ છેઇક્વિટી ફંડ્સ. આ ફંડ્સ બંને ફંડના લાભો પૂરા પાડે છે, એટલે કે, ઇક્વિટી દ્વારા લાંબા ગાળાની સંપત્તિનું સર્જન અને નિયમિત વળતરરોકાણ માંડેટ ફંડ. સામાન્ય રીતે, આ ભંડોળ એવા રોકાણકારો માટે સારો વિકલ્પ છે જેઓ ઓછા જોખમથી મધ્યમ જોખમ સાથે ટૂંકાથી મધ્યમ સમયગાળામાં તેમના રોકાણમાં વિવિધતા લાવવાના માર્ગો શોધી રહ્યા છે.

નિપ્પોન ઈન્ડિયામ્યુચ્યુઅલ ફંડ (અગાઉ તરીકે ઓળખાય છેરિલાયન્સ મ્યુચ્યુઅલ ફંડ), અગ્રણીઓમાંનું એક છેAMCs ભારતમાં, રોકાણકારો મોટાભાગે આ ફંડ હાઉસની ટોચની કામગીરી કરતી યોજનાઓ પર નજર નાખે છે. આમ, અમે નિપ્પોન/રિલાયન્સ MF દ્વારા ટોચના 3 શ્રેષ્ઠ સંતુલિત ફંડ્સને શોર્ટલિસ્ટ કર્યા છે. એયુએમ જેવા મહત્વના પરિમાણો,નથી, ભૂતકાળના પ્રદર્શન, આ ભંડોળને શોર્ટલિસ્ટ કરવા માટે હાથ ધરવામાં આવ્યા છે. રોકાણકારો આ સંતુલિત ભંડોળમાં રોકાણ કરી શકે છે અને શ્રેષ્ઠ વળતર મેળવી શકે છે.

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મહત્વની માહિતી

ઑક્ટોબર 2019 થી, રિલાયન્સ મ્યુચ્યુઅલ ફંડનું નામ બદલવામાં આવ્યું છેનિપ્પોન ઈન્ડિયા મ્યુચ્યુઅલ ફંડ. નિપ્પોન લાઇફે રિલાયન્સ નિપ્પોન એસેટ મેનેજમેન્ટ (RNAM) માં બહુમતી (75%) હિસ્સો હસ્તગત કર્યો છે. કંપની માળખું અને વ્યવસ્થાપનમાં કોઈપણ ફેરફાર કર્યા વિના તેની કામગીરી ચાલુ રાખશે.

નિપ્પોન/રિલાયન્સ મ્યુચ્યુઅલ ફંડમાં શા માટે રોકાણ કરો?

નવીન: AMC તેના રોકાણકારોને સતત નવી અને નવીન યોજનાઓ પહોંચાડે છે.
ગ્રેટ કસ્ટમર કેર: કંપની તેના રોકાણકારોની ખૂબ કાળજી રાખે છે. રોકાણકારોને મદદ કરવા માટે તેની પાસે ખૂબ જ સ્થિર અને ઉચ્ચ કાર્યકારી ગ્રાહક સપોર્ટ ટીમ છે.
અનુભવી અનુભવ: રિલાયન્સમાં રહી છેબજાર બે દાયકાથી વધુ માટે. તે ફંડ મેનેજમેન્ટ અને નાણાકીય સેવાઓમાં અનુભવ અને કુશળતા ધરાવે છે.
મજબૂત નેટવર્ક: નિપ્પોન ઇન્ડિયા મ્યુચ્યુઅલ ફંડનું વિતરણ નેટવર્ક ખૂબ જ મજબૂત છે. તે ભારતમાં 150 થી વધુ શહેરોમાં હાજરી ધરાવે છે.

શ્રેષ્ઠ નિપ્પોન/રિલાયન્સ બેલેન્સ્ડ મ્યુચ્યુઅલ ફંડ્સ

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2023 (%)
Nippon India Equity Hybrid Fund Growth	₹101.166 ↑ 0.09	₹3,850	-5	3.6	17.9	16	13.3	24.1
Nippon India Arbitrage Fund Growth	₹25.658 ↓ -0.01	₹15,418	1.6	3.3	7.5	6.1	5.3	7
Nippon India Balanced Advantage Fund Growth	₹169.316 ↑ 0.02	₹8,850	-3.9	2.8	14.7	12.1	12.5	17.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Dec 24

1. 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 12.6% since its launch. Ranked 8 in Hybrid Equity category. Return for 2023 was 24.1% , 2022 was 6.6% and 2021 was 27.8% .

Below is the key information for Nippon India Equity Hybrid Fund

Nippon India Equity Hybrid Fund Growth
Launch Date	8 Jun 05
NAV (24 Dec 24)	₹101.166 ↑ 0.09 (0.09 %)
Net Assets (Cr)	₹3,850 on 30 Nov 24
Category	Hybrid - Hybrid Equity
AMC	Nippon Life Asset Management Ltd.
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	2.02
Sharpe Ratio	1.75
Information Ratio	1.65
Alpha Ratio	2.74
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
30 Nov 19	₹10,000
30 Nov 20	₹8,894
30 Nov 21	₹11,927
30 Nov 22	₹13,209
30 Nov 23	₹15,183
30 Nov 24	₹18,678

Nippon India Equity Hybrid Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080 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 24 Dec 24

Duration	Returns
1 Month	0.6%
3 Month	-5%
6 Month	3.6%
1 Year	17.9%
3 Year	16%
5 Year	13.3%
10 Year
15 Year
Since launch	12.6%

Historical performance (Yearly) on absolute basis

Year	Returns
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%
2014	43.2%

Fund Manager information for Nippon India Equity Hybrid Fund

Name	Since	Tenure
Meenakshi Dawar	10 Sep 21	3.23 Yr.
Kinjal Desai	25 May 18	6.53 Yr.
Sushil Budhia	1 Feb 20	4.84 Yr.
Akshay Sharma	1 Dec 22	2 Yr.

Data below for Nippon India Equity Hybrid Fund as on 30 Nov 24

Asset Allocation

Asset Class	Value
Cash	3.29%
Equity	75.9%
Debt	20.8%

Equity Sector Allocation

Sector	Value
Financial Services	23.33%
Consumer Cyclical	9.11%
Industrials	8.96%
Technology	8.37%
Health Care	5.99%
Consumer Defensive	4.45%
Energy	3.69%
Utility	3.63%
Communication Services	3.27%
Basic Materials	2.63%
Real Estate	2.22%

Debt Sector Allocation

Sector	Value
Corporate	13.83%
Government	6.42%
Cash Equivalent	3.29%
Securitized	0.55%

Credit Quality

Rating	Value
A	2.53%
AA	41.21%
AAA	56.26%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jul 10 \| HDFCBANK	6%	₹212 Cr	1,182,356
ICICI Bank Ltd (Financial Services) Equity, Since 30 Apr 12 \| ICICIBANK	5%	₹204 Cr	1,570,000
Infosys Ltd (Technology) Equity, Since 28 Feb 11 \| INFY	4%	₹136 Cr	730,000
Larsen & Toubro Ltd (Industrials) Equity, Since 28 Feb 13 \| LT	3%	₹132 Cr	354,838
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Dec 19 \| BHARTIARTL	3%	₹108 Cr	665,000
Axis Bank Ltd (Financial Services) Equity, Since 30 Sep 18 \| AXISBANK	3%	₹106 Cr	933,200
Reliance Industries Ltd (Energy) Equity, Since 31 Jul 14 \| RELIANCE	3%	₹104 Cr	806,000
7.1% Govt Stock 2034 Sovereign Bonds \| -	3%	₹102 Cr	10,000,000
NTPC Ltd (Utilities) Equity, Since 31 Aug 20 \| NTPC	3%	₹102 Cr	2,800,620
State Bank of India (Financial Services) Equity, Since 31 Jul 16 \| SBIN	2%	₹85 Cr	1,010,000

2. 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 2023 was 7% , 2022 was 4.2% and 2021 was 3.8% .

Below is the key information for Nippon India Arbitrage Fund

Nippon India Arbitrage Fund Growth
Launch Date	14 Oct 10
NAV (24 Dec 24)	₹25.658 ↓ -0.01 (-0.03 %)
Net Assets (Cr)	₹15,418 on 30 Nov 24
Category	Hybrid - Arbitrage
AMC	Nippon Life Asset Management Ltd.
Rating	☆☆☆☆
Risk	Moderately Low
Expense Ratio	1.07
Sharpe Ratio	1.49
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
30 Nov 19	₹10,000
30 Nov 20	₹10,416
30 Nov 21	₹10,837
30 Nov 22	₹11,248
30 Nov 23	₹12,028
30 Nov 24	₹12,929

Nippon India Arbitrage Fund SIP 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 24 Dec 24

Duration	Returns
1 Month	0.4%
3 Month	1.6%
6 Month	3.3%
1 Year	7.5%
3 Year	6.1%
5 Year	5.3%
10 Year
15 Year
Since launch	6.9%

Historical performance (Yearly) on absolute basis

Year	Returns
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%
2014	8%

Fund Manager information for Nippon India Arbitrage Fund

Name	Since	Tenure
Siddharth Deb	14 Sep 24	0.21 Yr.
Vikash Agarwal	14 Sep 24	0.21 Yr.
Rohit Shah	8 Apr 24	0.65 Yr.

Data below for Nippon India Arbitrage Fund as on 30 Nov 24

Asset Allocation

Asset Class	Value
Cash	95.57%
Debt	4.42%
Other	0.03%

Equity Sector Allocation

Sector	Value
Financial Services	22.65%
Industrials	9.87%
Energy	8.93%
Basic Materials	7%
Consumer Cyclical	5.11%
Technology	4.61%
Health Care	4.24%
Consumer Defensive	3.96%
Communication Services	2.76%
Utility	1.57%
Real Estate	0.25%

Debt Sector Allocation

Sector	Value
Cash Equivalent	93.36%
Corporate	4.07%
Government	2.56%

Credit Quality

Rating	Value
AAA	100%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Nippon India Money Market Dir Gr Investment Fund \| -	11%	₹1,659 Cr	4,132,789
Future on Reliance Industries Ltd Derivatives \| -	5%	-₹845 Cr	6,495,000 ↑ 1,245,000
Reliance Industries Ltd (Energy) Equity, Since 31 Dec 17 \| RELIANCE	5%	₹839 Cr	6,495,000 ↑ 1,245,000
Nippon India Low Duration Dir Gr Investment Fund \| -	3%	₹531 Cr	1,403,663
Future on IndusInd Bank Ltd Derivatives \| -	3%	-₹421 Cr	4,204,000 ↑ 2,192,500
IndusInd Bank Ltd (Financial Services) Equity, Since 31 Mar 19 \| INDUSINDBK	3%	₹419 Cr	4,204,000 ↑ 2,192,500
Future on Axis Bank Ltd Derivatives \| -	3%	-₹400 Cr	3,495,625 ↑ 125,625
Axis Bank Ltd (Financial Services) Equity, Since 31 Jul 23 \| AXISBANK	3%	₹397 Cr	3,495,625 ↑ 125,625
Future on Hindustan Aeronautics Ltd Ordinary Shares Derivatives \| -	3%	-₹387 Cr	859,650 ↓ -9,750
Hindustan Aeronautics Ltd Ordinary Shares (Industrials) Equity, Since 30 Jun 23 \| HAL	2%	₹385 Cr	859,650 ↓ -9,750

3. Nippon India Balanced Advantage Fund

(Erstwhile Reliance NRI Equity Fund)

The investment objective of the Scheme is to generate optimal returns by investing in equity or equity related instruments primarily drawn from the Companies in the S&P BSE 200 Index. The Scheme may also invest in listed companies that are in the top 200 by market capitalization on the BSE. The Scheme may also invest in large IPO’s where the market capitalization of the Company making the IPO based on the Issue price would make such company to be a part of the top 200 companies listed on the BSE based on market capitalization. The fund will have the flexibility to invest in a broad range of companies with an objective to maximize the returns, at the same time trying to minimize the risk by reasonable diversification. The selection of the companies will be done so as to capture the growth in the Indian economy. The fund will be focusing on companies with relatively higher market capitalization and having good liquidity in the stock market.

Nippon India Balanced Advantage Fund is a Hybrid - Dynamic Allocation fund was launched on 15 Nov 04. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.1% since its launch. Ranked 46 in Dynamic Allocation category. Return for 2023 was 17.5% , 2022 was 5.1% and 2021 was 15.7% .

Below is the key information for Nippon India Balanced Advantage Fund

Nippon India Balanced Advantage Fund Growth
Launch Date	15 Nov 04
NAV (24 Dec 24)	₹169.316 ↑ 0.02 (0.01 %)
Net Assets (Cr)	₹8,850 on 30 Nov 24
Category	Hybrid - Dynamic Allocation
AMC	Nippon Life Asset Management Ltd.
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.77
Sharpe Ratio	1.66
Information Ratio	0
Alpha Ratio	0
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 Nov 19	₹10,000
30 Nov 20	₹10,677
30 Nov 21	₹12,796
30 Nov 22	₹13,807
30 Nov 23	₹15,205
30 Nov 24	₹18,154

Nippon India Balanced Advantage Fund SIP Returns

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

Returns for Nippon India Balanced Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 24

Duration	Returns
1 Month	0.4%
3 Month	-3.9%
6 Month	2.8%
1 Year	14.7%
3 Year	12.1%
5 Year	12.5%
10 Year
15 Year
Since launch	15.1%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	17.5%
2022	5.1%
2021	15.7%
2020	11.2%
2019	8.3%
2018	0.4%
2017	25.2%
2016	6.4%
2015	0.9%
2014	38.4%

Fund Manager information for Nippon India Balanced Advantage Fund

Name	Since	Tenure
Ashutosh Bhargava	7 May 18	6.58 Yr.
Kinjal Desai	25 May 18	6.53 Yr.
Amar Kalkundrikar	20 Oct 20	4.12 Yr.
Sushil Budhia	31 Mar 21	3.67 Yr.

Data below for Nippon India Balanced Advantage Fund as on 30 Nov 24

Asset Allocation

Asset Class	Value
Cash	18.09%
Equity	56.86%
Debt	25.05%

Equity Sector Allocation

Sector	Value
Financial Services	21.14%
Industrials	8.97%
Technology	8.86%
Consumer Cyclical	8.21%
Consumer Defensive	7.93%
Communication Services	4.42%
Utility	3.01%
Basic Materials	2.36%
Energy	2.3%
Health Care	1.86%
Real Estate	1.29%

Debt Sector Allocation

Sector	Value
Cash Equivalent	17.56%
Corporate	16.1%
Government	8.22%
Securitized	1.27%

Credit Quality

Rating	Value
AA	27.75%
AAA	72.25%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Aug 18 \| ICICIBANK	6%	₹538 Cr	4,140,426
HDFC Bank Ltd (Financial Services) Equity, Since 31 Oct 11 \| HDFCBANK	6%	₹518 Cr	2,884,813
Infosys Ltd (Technology) Equity, Since 31 May 09 \| INFY	4%	₹385 Cr	2,072,950
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Aug 18 \| BHARTIARTL	3%	₹303 Cr	1,862,468
NTPC Ltd (Utilities) Equity, Since 31 Mar 21 \| NTPC	2%	₹193 Cr	5,319,300
ITC Ltd (Consumer Defensive) Equity, Since 31 Jul 18 \| ITC	2%	₹187 Cr	3,912,313
Reliance Industries Ltd (Energy) Equity, Since 31 May 18 \| RELIANCE	2%	₹183 Cr	1,413,490
Axis Bank Ltd (Financial Services) Equity, Since 31 Oct 18 \| AXISBANK	2%	₹162 Cr	1,429,434
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Jan 21 \| LT	2%	₹161 Cr	432,495
State Bank of India (Financial Services) Equity, Since 31 Mar 09 \| SBIN	2%	₹160 Cr	1,902,992 ↑ 75,000

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