HDFC MF 2022 દ્વારા ટોચના 4 શ્રેષ્ઠ પર્ફોર્મિંગ બેલેન્સ્ડ મ્યુચ્યુઅલ ફંડ્સ

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HDFC મ્યુચ્યુઅલ ફંડમાં શા માટે રોકાણ કરવું?
શ્રેષ્ઠ HDFC સંતુલિત મ્યુચ્યુઅલ ફંડ્સ
HDFC મ્યુચ્યુઅલ ફંડમાં ઑનલાઇન કેવી રીતે રોકાણ કરવું?
Top 4 Funds

HDFC MF 2022 દ્વારા 4 શ્રેષ્ઠ પર્ફોર્મિંગ બેલેન્સ્ડ ફંડ્સ

Updated on February 28, 2025 , 6632 views

HDFC મ્યુચ્યુઅલ ફંડ ભારતના ટોચના ફંડ હાઉસ પૈકીનું એક છેસંતુલિત ભંડોળ દ્વારા પ્રદાન કરવામાં આવે છેAMC રોકાણકારો દ્વારા સૌથી વધુ માંગમાંની એક છે. સંતુલિત ફંડ, જેને હાઇબ્રિડ ફંડ તરીકે પણ ઓળખવામાં આવે છે, તે ડેટ અને ઇક્વિટી બંને સાધનોમાં નાણાંનું રોકાણ કરે છે.

એએમસી માસ્ટર દ્વારા ઇક્વિટી અને નિયમિત વળતર દ્વારા લાંબા ગાળાની સંપત્તિનું નિર્માણ કરીને પોર્ટફોલિયોને સંતુલિત કરવા માટે પૂરા પાડવામાં આવેલ સંતુલિત ભંડોળડેટ ફંડ. ઘણા રોકાણકારો કે જેઓ નવા છેમ્યુચ્યુઅલ ફંડ પસંદ કરે છેરોકાણ પ્રથમ સંતુલિત ભંડોળમાં, કારણ કે તેઓ અન્ય બે મ્યુચ્યુઅલ ફંડનો સ્વાદ આપે છે.

આમ, ટોચના ફંડ હાઉસમાંથી એકમાં રોકાણ કરવા માંગતા રોકાણકારો, HDFC મ્યુચ્યુઅલ ફંડ દ્વારા આ સર્વોચ્ચ પ્રદર્શન કરતા સંતુલિત ફંડ પસંદ કરી શકે છે. આ ફંડ્સને અમુક માપદંડો જેવા કે AUM, ભૂતકાળની કામગીરી વગેરેના આધારે શોર્ટલિસ્ટ કરવામાં આવ્યા છે.

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HDFC મ્યુચ્યુઅલ ફંડમાં શા માટે રોકાણ કરવું?

ઉત્તમ રેટિંગ્સ: કંપનીની ઘણી યોજનાઓનું CRISIL રેટિંગ ત્રણ અને તેથી વધુ છે.
વિકલ્પોની વિવિધતા: HDFC મ્યુચ્યુઅલ ફંડમાં રોકાણ વ્યાપક સાથે આવે છેશ્રેણી પસંદગીઓ.
રોકાણકારની જરૂરિયાત પૂરી કરવી: કંપની પાસે એવા ઉત્પાદનો છે જે દરેક પ્રકારને અનુરૂપ હશેરોકાણકાર. ફંડ્સ ટૂંકા ગાળાથી લઈને લાંબા ગાળાના અને ઓપન-એન્ડેડથી ક્લોઝ-એન્ડેડ ફંડ્સ સુધીની રેન્જ ધરાવે છે. કંપની એ સુનિશ્ચિત કરે છે કે રોકાણકારને જે જોઈએ તે મળે. તે નીચા, મધ્યમ અને ઉચ્ચ જોખમવાળા ઉત્પાદનો પણ ઓફર કરે છે.

શ્રેષ્ઠ HDFC સંતુલિત મ્યુચ્યુઅલ ફંડ્સ

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
HDFC Hybrid Debt Fund Growth	₹77.7724 ↓ -0.33	₹3,293	-1.9	-1.8	5.5	9.5	10.4	10.5
HDFC Balanced Advantage Fund Growth	₹467.701 ↓ -4.81	₹94,251	-7	-8.8	4.1	19	20.2	16.7
HDFC Equity Savings Fund Growth	₹61.694 ↓ -0.37	₹5,584	-3.2	-3.6	3.9	9.1	11	10.3
HDFC Arbitrage Fund Growth	₹29.955 ↓ -0.01	₹17,654	1.7	3.4	7.3	6.5	5.2	7.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Feb 25

1. HDFC Hybrid Debt Fund

(Erstwhile HDFC MF Monthly Income Plan - LTP)

The primary objective of Scheme is to generate regular returns through investment primarily in Debt and Money Market Instruments. The secondary objective of the Scheme is to generate long-term capital appreciation by investing a portion of the Scheme`s assets in equity and equity related instruments. However, there can be no assurance that the investment objective of the Scheme will be achieved.

HDFC Hybrid Debt Fund is a Hybrid - Hybrid Debt fund was launched on 26 Dec 03. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10.2% since its launch. Ranked 16 in Hybrid Debt category. Return for 2024 was 10.5% , 2023 was 13.9% and 2022 was 6% .

Below is the key information for HDFC Hybrid Debt Fund

HDFC Hybrid Debt Fund Growth
Launch Date	26 Dec 03
NAV (28 Feb 25)	₹77.7724 ↓ -0.33 (-0.42 %)
Net Assets (Cr)	₹3,293 on 31 Jan 25
Category	Hybrid - Hybrid Debt
AMC	HDFC Asset Management Company Limited
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.79
Sharpe Ratio	0.54
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	300
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
29 Feb 20	₹10,000
28 Feb 21	₹11,312
28 Feb 22	₹12,505
28 Feb 23	₹13,243
29 Feb 24	₹15,584
28 Feb 25	₹16,433

HDFC Hybrid Debt Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578 Invest Now

Returns for HDFC Hybrid Debt Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Feb 25

Duration	Returns
1 Month	-1.6%
3 Month	-1.9%
6 Month	-1.8%
1 Year	5.5%
3 Year	9.5%
5 Year	10.4%
10 Year
15 Year
Since launch	10.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	10.5%
2023	13.9%
2022	6%
2021	13.4%
2020	10.2%
2019	6.6%
2018	0.6%
2017	10.8%
2016	13%
2015	3.8%

Fund Manager information for HDFC Hybrid Debt Fund

Name	Since	Tenure
Shobhit Mehrotra	1 Sep 07	17.43 Yr.
Srinivasan Ramamurthy	14 Dec 21	3.14 Yr.
Dhruv Muchhal	22 Jun 23	1.62 Yr.

Data below for HDFC Hybrid Debt Fund as on 31 Jan 25

Asset Allocation

Asset Class	Value
Cash	3.88%
Equity	21.12%
Debt	74.73%
Other	0.27%

Equity Sector Allocation

Sector	Value
Financial Services	7.8%
Technology	2.43%
Health Care	2.3%
Energy	2.29%
Industrials	2.02%
Consumer Cyclical	1.25%
Utility	1.2%
Communication Services	0.88%
Consumer Defensive	0.73%
Basic Materials	0.18%

Debt Sector Allocation

Sector	Value
Government	43.35%
Corporate	30.81%
Cash Equivalent	3.88%
Securitized	0.57%

Credit Quality

Rating	Value
AA	12.93%
AAA	87.07%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
7.23% Govt Stock 2039 Sovereign Bonds \| -	3%	₹103 Cr	10,000,000
7.09% Govt Stock 2054 Sovereign Bonds \| -	3%	₹100 Cr	10,000,000
7.3% Govt Stock 2053 Sovereign Bonds \| -	2%	₹77 Cr	7,500,000
HDFC Bank Limited Debentures \| -	2%	₹76 Cr	7,500
Sikka Ports & Terminals Limited Debentures \| -	2%	₹75 Cr	750
6.68% Govt Stock 2031 Sovereign Bonds \| -	2%	₹74 Cr	7,500,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| ICICIBANK	2%	₹73 Cr	590,000
7.18% Govt Stock 2037 Sovereign Bonds \| -	2%	₹71 Cr	7,000,000
7.34% Govt Stock 2064 Sovereign Bonds \| -	2%	₹67 Cr	6,500,000
HDFC Bank Ltd (Financial Services) Equity, Since 15 Dec 21 \| HDFCBANK	2%	₹58 Cr	350,000

2. HDFC Balanced Advantage Fund

(Erstwhile HDFC Growth Fund and HDFC Prudence Fund)

Aims to generate long term capital appreciation from a portfolio that is invested predominantly in equity and equity related instruments.

HDFC Balanced Advantage Fund is a Hybrid - Dynamic Allocation fund was launched on 11 Sep 00. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18% since its launch. Ranked 23 in Dynamic Allocation category. Return for 2024 was 16.7% , 2023 was 31.3% and 2022 was 18.8% .

Below is the key information for HDFC Balanced Advantage Fund

HDFC Balanced Advantage Fund Growth
Launch Date	11 Sep 00
NAV (28 Feb 25)	₹467.701 ↓ -4.81 (-1.02 %)
Net Assets (Cr)	₹94,251 on 31 Jan 25
Category	Hybrid - Dynamic Allocation
AMC	HDFC Asset Management Company Limited
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.43
Sharpe Ratio	0.44
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	300
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
29 Feb 20	₹10,000
28 Feb 21	₹12,853
28 Feb 22	₹14,869
28 Feb 23	₹17,137
29 Feb 24	₹24,075
28 Feb 25	₹25,070

HDFC Balanced Advantage Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644 Invest Now

Returns for HDFC 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 28 Feb 25

Duration	Returns
1 Month	-4.3%
3 Month	-7%
6 Month	-8.8%
1 Year	4.1%
3 Year	19%
5 Year	20.2%
10 Year
15 Year
Since launch	18%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	16.7%
2023	31.3%
2022	18.8%
2021	26.4%
2020	7.6%
2019	6.9%
2018	-3.1%
2017	27.9%
2016	9.4%
2015	0.3%

Fund Manager information for HDFC Balanced Advantage Fund

Name	Since	Tenure
Anil Bamboli	29 Jul 22	2.51 Yr.
Gopal Agrawal	29 Jul 22	2.51 Yr.
Arun Agarwal	6 Oct 22	2.33 Yr.
Srinivasan Ramamurthy	29 Jul 22	2.51 Yr.
Nirman Morakhia	15 Feb 23	1.96 Yr.
Dhruv Muchhal	22 Jun 23	1.62 Yr.

Data below for HDFC Balanced Advantage Fund as on 31 Jan 25

Asset Allocation

Asset Class	Value
Cash	14.93%
Equity	55.06%
Debt	30.01%

Equity Sector Allocation

Sector	Value
Financial Services	23.15%
Industrials	9.34%
Energy	7.11%
Consumer Cyclical	5.41%
Technology	4.51%
Utility	4.49%
Health Care	4.29%
Consumer Defensive	3.05%
Communication Services	2.55%
Basic Materials	2.15%
Real Estate	1.27%

Debt Sector Allocation

Sector	Value
Government	16.91%
Cash Equivalent	15.32%
Corporate	12.71%

Credit Quality

Rating	Value
AA	0.89%
AAA	99.11%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Mar 22 \| HDFCBANK	6%	₹6,013 Cr	33,914,751
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| ICICIBANK	4%	₹3,696 Cr	28,841,624
State Bank of India (Financial Services) Equity, Since 31 May 07 \| SBIN	3%	₹3,136 Cr	39,455,000
Reliance Industries Ltd (Energy) Equity, Since 31 Dec 21 \| RELIANCE	3%	₹2,910 Cr	23,937,788
Infosys Ltd (Technology) Equity, Since 31 Oct 09 \| INFY	3%	₹2,836 Cr	15,085,688
NTPC Ltd (Utilities) Equity, Since 31 Aug 16 \| 532555	2%	₹2,345 Cr	70,337,915 ↓ -18,000
7.18% Govt Stock 2033 Sovereign Bonds \| -	2%	₹2,338 Cr	228,533,300
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Jun 12 \| LT	2%	₹2,337 Cr	6,476,733
Axis Bank Ltd (Financial Services) Equity, Since 31 Aug 17 \| 532215	2%	₹2,323 Cr	21,819,754 ↑ 1,832,644
Coal India Ltd (Energy) Equity, Since 31 Jan 18 \| COALINDIA	2%	₹2,146 Cr	55,854,731

3. HDFC Equity Savings Fund

The investment objective of the scheme is to provide capital appreciation and income distribution to the investors using arbitrage opportunities, investment in equity / equity related instruments and debt / money market instruments.

HDFC Equity Savings Fund is a Hybrid - Equity Savings fund was launched on 17 Sep 04. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 9.3% since its launch. Ranked 12 in Equity Savings category. Return for 2024 was 10.3% , 2023 was 13.8% and 2022 was 6% .

Below is the key information for HDFC Equity Savings Fund

HDFC Equity Savings Fund Growth
Launch Date	17 Sep 04
NAV (28 Feb 25)	₹61.694 ↓ -0.37 (-0.60 %)
Net Assets (Cr)	₹5,584 on 31 Jan 25
Category	Hybrid - Equity Savings
AMC	HDFC Asset Management Company Limited
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	2
Sharpe Ratio	0.18
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	300
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
29 Feb 20	₹10,000
28 Feb 21	₹11,722
28 Feb 22	₹13,009
28 Feb 23	₹13,689
29 Feb 24	₹16,254
28 Feb 25	₹16,888

HDFC Equity Savings Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518 Invest Now

Returns for HDFC Equity Savings Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Feb 25

Duration	Returns
1 Month	-2.2%
3 Month	-3.2%
6 Month	-3.6%
1 Year	3.9%
3 Year	9.1%
5 Year	11%
10 Year
15 Year
Since launch	9.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	10.3%
2023	13.8%
2022	6%
2021	16.8%
2020	8.8%
2019	5.8%
2018	0.9%
2017	16.5%
2016	14.1%
2015	2%

Fund Manager information for HDFC Equity Savings Fund

Name	Since	Tenure
Anil Bamboli	17 Sep 04	20.39 Yr.
Arun Agarwal	17 Sep 04	20.39 Yr.
Srinivasan Ramamurthy	14 Dec 21	3.13 Yr.
Nirman Morakhia	15 Feb 23	1.96 Yr.
Dhruv Muchhal	22 Jun 23	1.61 Yr.

Data below for HDFC Equity Savings Fund as on 31 Jan 25

Asset Allocation

Asset Class	Value
Cash	41.63%
Equity	33.01%
Debt	25.36%

Equity Sector Allocation

Sector	Value
Financial Services	21.06%
Consumer Cyclical	10.99%
Technology	6.38%
Consumer Defensive	5.52%
Health Care	5.37%
Industrials	5.26%
Energy	3.83%
Basic Materials	3.27%
Utility	2.67%
Communication Services	1.79%

Debt Sector Allocation

Sector	Value
Cash Equivalent	41.63%
Government	12.1%
Corporate	11.83%
Securitized	1.43%

Credit Quality

Rating	Value
AA	6.73%
AAA	93.27%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Mar 17 \| HDFCBANK	8%	₹460 Cr	2,593,450
Future on HDFC Bank Ltd Derivatives \| -	5%	-₹293 Cr
ICICI Bank Ltd (Financial Services) Equity, Since 31 May 12 \| ICICIBANK	5%	₹257 Cr	2,001,900
United Spirits Ltd (Consumer Defensive) Equity, Since 30 Nov 16 \| UNITDSPR	4%	₹197 Cr	1,209,600
Infosys Ltd (Technology) Equity, Since 30 Nov 16 \| INFY	3%	₹191 Cr	1,018,000 ↑ 3,600
Future on United Spirits Ltd Derivatives \| -	3%	-₹174 Cr
Reliance Industries Ltd (Energy) Equity, Since 31 Dec 15 \| RELIANCE	3%	₹146 Cr	1,203,500 ↑ 50,000
Future on Titan Co Ltd Derivatives \| -	3%	-₹146 Cr
Titan Co Ltd (Consumer Cyclical) Equity, Since 31 Jul 17 \| TITAN	3%	₹144 Cr	443,625 ↑ 27,125
Axis Bank Ltd (Financial Services) Equity, Since 30 Jun 16 \| 532215	3%	₹144 Cr	1,353,750

4. HDFC Arbitrage Fund

"To generate income through arbitrage opportunities between cash and derivative market and arbitrage opportunities within the derivative segment and by deployment of surplus cash in debt securities and money market instruments."

HDFC Arbitrage Fund is a Hybrid - Arbitrage fund was launched on 23 Oct 07. It is a fund with Moderately Low risk and has given a CAGR/Annualized return of 6.5% since its launch. Ranked 10 in Arbitrage category. Return for 2024 was 7.7% , 2023 was 7.2% and 2022 was 4.2% .

Below is the key information for HDFC Arbitrage Fund

HDFC Arbitrage Fund Growth
Launch Date	23 Oct 07
NAV (28 Feb 25)	₹29.955 ↓ -0.01 (-0.02 %)
Net Assets (Cr)	₹17,654 on 31 Jan 25
Category	Hybrid - Arbitrage
AMC	HDFC Asset Management Company Limited
Rating	☆☆☆
Risk	Moderately Low
Expense Ratio	0.86
Sharpe Ratio	2.14
Information Ratio	0
Alpha Ratio	0
Min Investment	100,000
Min SIP Investment	300
Exit Load	0-1 Months (0.25%),1 Months and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
29 Feb 20	₹10,000
28 Feb 21	₹10,283
28 Feb 22	₹10,690
28 Feb 23	₹11,178
29 Feb 24	₹12,016
28 Feb 25	₹12,896

HDFC 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 HDFC 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 28 Feb 25

Duration	Returns
1 Month	0.4%
3 Month	1.7%
6 Month	3.4%
1 Year	7.3%
3 Year	6.5%
5 Year	5.2%
10 Year
15 Year
Since launch	6.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	7.7%
2023	7.2%
2022	4.2%
2021	3.6%
2020	3.7%
2019	6%
2018	5.7%
2017	5.3%
2016	6.6%
2015	7.6%

Fund Manager information for HDFC Arbitrage Fund

Name	Since	Tenure
Anil Bamboli	1 Feb 22	3 Yr.
Arun Agarwal	24 Aug 20	4.44 Yr.
Nirman Morakhia	15 Feb 23	1.96 Yr.
Dhruv Muchhal	22 Jun 23	1.61 Yr.

Data below for HDFC Arbitrage Fund as on 31 Jan 25

Asset Allocation

Asset Class	Value
Cash	97.4%
Debt	3.02%
Other	0.05%

Equity Sector Allocation

Sector	Value
Financial Services	21.63%
Consumer Cyclical	10.5%
Energy	9.44%
Basic Materials	8.73%
Industrials	7.52%
Technology	5.39%
Utility	4.74%
Health Care	3.44%
Consumer Defensive	2.37%
Real Estate	2.15%
Communication Services	2.07%

Debt Sector Allocation

Sector	Value
Cash Equivalent	92.13%
Corporate	7.06%
Government	1.22%

Credit Quality

Rating	Value
AAA	100%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Money Market Dir Gr Investment Fund \| -	13%	₹2,258 Cr	4,031,366
Future on Reliance Industries Ltd Derivatives \| -	8%	-₹1,373 Cr
Reliance Industries Ltd (Energy) Equity, Since 31 Oct 21 \| RELIANCE	8%	₹1,364 Cr	11,222,500 ↑ 874,000
HDFC Liquid Dir Gr Investment Fund \| -	5%	₹798 Cr	1,595,363
Infosys Limited Derivatives \| -	4%	-₹756 Cr
Infosys Ltd (Technology) Equity, Since 31 Oct 23 \| INFY	4%	₹752 Cr	4,001,200 ↓ -19,600
Future on NTPC Ltd Derivatives \| -	2%	-₹376 Cr
NTPC Ltd (Utilities) Equity, Since 31 Dec 22 \| 532555	2%	₹375 Cr	11,251,500 ↓ -255,000
Future on State Bank of India Derivatives \| -	2%	-₹371 Cr
Future on Bank of Baroda Derivatives \| -	2%	-₹369 Cr

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