5 બેસ્ટ પર્ફોર્મિંગ બેલેન્સ્ડ મ્યુચ્યુઅલ ફંડ્સ SIP ઇન્વેસ્ટમેન્ટ 2022

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SIP રોકાણ નાણાકીય વર્ષ 22 - 23 માટે ટોચના 5 શ્રેષ્ઠ પરફોર્મિંગ બેલેન્સ્ડ ઇક્વિટી ફંડ્સ
Top 5 Hybrid - Hybrid Equity Funds

SIP 2022 માટે ટોચના 5 બેલેન્સ્ડ ઇક્વિટી ફંડ્સ

Updated on February 26, 2025 , 5150 views

સંતુલિત ભંડોળ ઇક્વિટી અને ડેટ ઇન્સ્ટ્રુમેન્ટ બંનેમાં રોકાણ કરવા ઇચ્છતા રોકાણકારોમાં સૌથી વધુ પસંદગીની પસંદગી છે. આ ભંડોળ ઇક્વિટી અને ડેટ બંને વચ્ચે સંતુલન હાંસલ કરવાનો માર્ગ પૂરો પાડે છે. ઇક્વિટી-ઓરિએન્ટેડ બેલેન્સ્ડ ફંડ્સમાં તેમના કોર્પસનો મોટો હિસ્સો (ઓછામાં ઓછો 65%) સ્ટોક્સમાં રોકાણ કરવામાં આવે છે. આ ફંડ એવા રોકાણકારો માટે શ્રેષ્ઠ છે કે જેઓ વળતરનો આનંદ માણવા માગે છે, પરંતુ સલામતી ગાદી સાથે. આદર્શરીતે, જે રોકાણકારો ઇક્વિટીમાં તેમનું રોકાણ શરૂ કરવા માગે છે તેઓ તેમના પોર્ટફોલિયોમાં સંતુલિત ભંડોળ ઉમેરી શકે છે. આ ફંડ્સમાં અન્ય કરતાં ઓછી વોલેટિલિટી હોય છેઇક્વિટી ફંડ્સ અને તેમના વળતર કરતાં વધુ છેડેટ મ્યુચ્યુઅલ ફંડ. વધુ સારા પરિણામો માટે, રોકાણકારો આ શોર્ટલિસ્ટેડ બેસ્ટ બેલેન્સ્ડ ઈક્વિટી ફંડને ધ્યાનમાં લઈ શકે છેSIP રોકાણ.

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SIP રોકાણ નાણાકીય વર્ષ 22 - 23 માટે ટોચના 5 શ્રેષ્ઠ પરફોર્મિંગ બેલેન્સ્ડ ઇક્વિટી ફંડ્સ

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
JM Equity Hybrid Fund Growth	₹108.658 ↓ -2.05	₹752	500	-12.4	-16.2	1.6	18.5	21.8	27
ICICI Prudential Equity and Debt Fund Growth	₹347.69 ↓ -4.99	₹39,886	100	-5.5	-8.7	5.5	16.4	21.6	17.2
Sundaram Equity Hybrid Fund Growth	₹135.137 ↑ 0.78	₹1,954	100	0.5	10.5	27.1	16	14.2
UTI Hybrid Equity Fund Growth	₹364.196 ↓ -5.01	₹5,956	500	-8	-9.9	7.4	14.8	18	19.7
IDBI Hybrid Equity Fund Growth	₹17.1253 ↓ -0.01	₹179	500	7.8	9.8	12.1	14.4	7.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Feb 25

*ઉપર શ્રેષ્ઠની યાદી છેસંતુલિત ઇક્વિટી ઉપર AUM/નેટ અસ્કયામતો ધરાવતાં ભંડોળ100 કરોડ. પર છટણીછેલ્લું 3 વર્ષનું વળતર.

1. JM Equity Hybrid Fund

(Erstwhile JM Balanced Fund)

To provide steady current income as well as long term growth of capital.

JM Equity Hybrid Fund is a Hybrid - Hybrid Equity fund was launched on 1 Apr 95. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.3% since its launch. Ranked 35 in Hybrid Equity category. Return for 2024 was 27% , 2023 was 33.8% and 2022 was 8.1% .

Below is the key information for JM Equity Hybrid Fund

JM Equity Hybrid Fund Growth
Launch Date	1 Apr 95
NAV (28 Feb 25)	₹108.658 ↓ -2.05 (-1.85 %)
Net Assets (Cr)	₹752 on 31 Jan 25
Category	Hybrid - Hybrid Equity
AMC	JM Financial Asset Management Limited
Rating	☆
Risk	Moderately High
Expense Ratio	2.36
Sharpe Ratio	0.34
Information Ratio	1.09
Alpha Ratio	0.55
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
29 Feb 20	₹10,000
28 Feb 21	₹14,364
28 Feb 22	₹16,162
28 Feb 23	₹17,716
29 Feb 24	₹26,429

JM Equity Hybrid Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033 Invest Now

Returns for JM 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 28 Feb 25

Duration	Returns
1 Month	-6.1%
3 Month	-12.4%
6 Month	-16.2%
1 Year	1.6%
3 Year	18.5%
5 Year	21.8%
10 Year
15 Year
Since launch	12.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	27%
2023	33.8%
2022	8.1%
2021	22.9%
2020	30.5%
2019	-8.1%
2018	1.7%
2017	18.5%
2016	3%
2015	-0.2%

Fund Manager information for JM Equity Hybrid Fund

Name	Since	Tenure
Satish Ramanathan	1 Oct 24	0.34 Yr.
Asit Bhandarkar	31 Dec 21	3.09 Yr.
Chaitanya Choksi	20 Aug 21	3.45 Yr.
Ruchi Fozdar	4 Oct 24	0.33 Yr.

Data below for JM Equity Hybrid Fund as on 31 Jan 25

Asset Allocation

Asset Class	Value
Cash	6.97%
Equity	74.56%
Debt	18.47%

Equity Sector Allocation

Sector	Value
Technology	13.46%
Financial Services	13.39%
Consumer Cyclical	11.11%
Health Care	10.87%
Industrials	9.39%
Basic Materials	6.87%
Consumer Defensive	3.89%
Communication Services	3.43%
Energy	1.2%
Real Estate	0.94%

Debt Sector Allocation

Sector	Value
Government	11.24%
Corporate	7.84%
Cash Equivalent	6.36%

Credit Quality

Rating	Value
AAA	100%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Infosys Ltd (Technology) Equity, Since 30 Nov 20 \| INFY	5%	₹38 Cr	200,000 ↑ 49,000
6.92% Govt Stock 2039 Sovereign Bonds \| -	4%	₹32 Cr	3,200,000 ↑ 3,200,000
HDFC Bank Ltd (Financial Services) Equity, Since 30 Jun 24 \| HDFCBANK	4%	₹31 Cr	175,000 ↓ -15,000
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Oct 24 \| BHARTIARTL	3%	₹26 Cr	165,000
6.79% Govt Stock 2034 Sovereign Bonds \| -	3%	₹23 Cr	2,300,000 ↑ 2,300,000
Jubilant Foodworks Ltd (Consumer Cyclical) Equity, Since 30 Nov 24 \| JUBLFOOD	3%	₹22 Cr	300,000 ↑ 130,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 21 \| ICICIBANK	3%	₹19 Cr	150,114 ↓ -18,000
Sun Pharmaceuticals Industries Ltd (Healthcare) Equity, Since 31 Oct 24 \| SUNPHARMA	2%	₹19 Cr	100,000 ↑ 30,000
Tech Mahindra Ltd (Technology) Equity, Since 31 Dec 23 \| 532755	2%	₹17 Cr	100,000 ↑ 30,000
Bharat Forge Ltd (Consumer Cyclical) Equity, Since 31 Aug 23 \| 500493	2%	₹17 Cr	130,800 ↑ 88,000

2. ICICI Prudential Equity and Debt Fund

(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.

ICICI Prudential Equity and Debt Fund is a Hybrid - Hybrid Equity fund was launched on 3 Nov 99. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15% since its launch. Ranked 7 in Hybrid Equity category. Return for 2024 was 17.2% , 2023 was 28.2% and 2022 was 11.7% .

Below is the key information for ICICI Prudential Equity and Debt Fund

ICICI Prudential Equity and Debt Fund Growth
Launch Date	3 Nov 99
NAV (28 Feb 25)	₹347.69 ↓ -4.99 (-1.41 %)
Net Assets (Cr)	₹39,886 on 31 Jan 25
Category	Hybrid - Hybrid Equity
AMC	ICICI Prudential Asset Management Company Limited
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.78
Sharpe Ratio	0.64
Information Ratio	1.63
Alpha Ratio	2.4
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
29 Feb 20	₹10,000
28 Feb 21	₹13,117
28 Feb 22	₹16,861
28 Feb 23	₹18,248
29 Feb 24	₹25,219

ICICI Prudential Equity and Debt Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033 Invest Now

Returns for ICICI Prudential Equity and 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	-3.8%
3 Month	-5.5%
6 Month	-8.7%
1 Year	5.5%
3 Year	16.4%
5 Year	21.6%
10 Year
15 Year
Since launch	15%

Historical performance (Yearly) on absolute basis

Year	Returns
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%
2015	2.1%

Fund Manager information for ICICI Prudential Equity and Debt Fund

Name	Since	Tenure
Sankaran Naren	7 Dec 15	9.16 Yr.
Manish Banthia	19 Sep 13	11.38 Yr.
Mittul Kalawadia	29 Dec 20	4.1 Yr.
Akhil Kakkar	22 Jan 24	1.03 Yr.
Sri Sharma	30 Apr 21	3.76 Yr.
Sharmila D’mello	31 Jul 22	2.51 Yr.
Nitya Mishra	4 Nov 24	0.24 Yr.

Data below for ICICI Prudential Equity and Debt Fund as on 31 Jan 25

Asset Allocation

Asset Class	Value
Cash	9.36%
Equity	73.28%
Debt	16.74%

Equity Sector Allocation

Sector	Value
Financial Services	21.4%
Consumer Cyclical	11.97%
Energy	6.14%
Utility	6%
Health Care	5.87%
Industrials	5.1%
Communication Services	5.06%
Consumer Defensive	4.42%
Technology	3.26%
Basic Materials	2.57%
Real Estate	1.49%

Debt Sector Allocation

Sector	Value
Corporate	13.19%
Government	6.48%
Cash Equivalent	6.31%
Securitized	0.73%

Credit Quality

Rating	Value
A	2.08%
AA	27.84%
AAA	70.07%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jul 12 \| ICICIBANK	7%	₹2,603 Cr	20,309,765 ↑ 727,753
HDFC Bank Ltd (Financial Services) Equity, Since 30 Apr 21 \| HDFCBANK	6%	₹2,265 Cr	12,775,772
NTPC Ltd (Utilities) Equity, Since 28 Feb 17 \| 532555	6%	₹2,236 Cr	67,083,312 ↑ 500,000
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 31 Jul 21 \| MARUTI	5%	₹1,902 Cr	1,751,389
Bharti Airtel Ltd (Communication Services) Equity, Since 31 May 16 \| BHARTIARTL	4%	₹1,734 Cr	10,920,680 ↑ 1,100,000
Sun Pharmaceuticals Industries Ltd (Healthcare) Equity, Since 31 May 16 \| SUNPHARMA	4%	₹1,652 Cr	8,759,126
Oil & Natural Gas Corp Ltd (Energy) Equity, Since 30 Apr 17 \| 500312	3%	₹1,243 Cr	51,947,874 ↑ 2,872,978
Avenue Supermarts Ltd (Consumer Defensive) Equity, Since 31 Jan 23 \| 540376	3%	₹1,131 Cr	3,174,094 ↑ 545,670
Axis Bank Ltd (Financial Services) Equity, Since 31 Mar 21 \| 532215	3%	₹1,077 Cr	10,118,478 ↑ 290,000
Reliance Industries Ltd (Energy) Equity, Since 30 Jun 22 \| RELIANCE	3%	₹1,033 Cr	8,498,686

3. Sundaram Equity Hybrid Fund

(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.

Sundaram Equity Hybrid Fund is a Hybrid - Hybrid Equity fund was launched on 23 Jun 00. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.8% since its launch. Ranked 25 in Hybrid Equity category. .

Below is the key information for 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
29 Feb 20	₹10,000
28 Feb 21	₹11,804

Sundaram Equity Hybrid Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710 Invest Now

Returns for Sundaram 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 28 Feb 25

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

4. UTI Hybrid Equity Fund

(Erstwhile UTI Balanced Fund)

The scheme aims to invest in a portfolio of equity/equity related securities and fixed income securities (debt and money market securities) with a view to generating regular income together with capital appreciation.

UTI Hybrid Equity Fund is a Hybrid - Hybrid Equity fund was launched on 2 Jan 95. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.9% since its launch. Ranked 12 in Hybrid Equity category. Return for 2024 was 19.7% , 2023 was 25.5% and 2022 was 5.6% .

Below is the key information for UTI Hybrid Equity Fund

UTI Hybrid Equity Fund Growth
Launch Date	2 Jan 95
NAV (28 Feb 25)	₹364.196 ↓ -5.01 (-1.36 %)
Net Assets (Cr)	₹5,956 on 31 Jan 25
Category	Hybrid - Hybrid Equity
AMC	UTI Asset Management Company Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.91
Sharpe Ratio	0.82
Information Ratio	1.35
Alpha Ratio	4.16
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
29 Feb 20	₹10,000
28 Feb 21	₹12,878
28 Feb 22	₹15,101
28 Feb 23	₹16,145
29 Feb 24	₹21,296

UTI Hybrid Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047 Invest Now

Returns for UTI Hybrid Equity 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	-5.3%
3 Month	-8%
6 Month	-9.9%
1 Year	7.4%
3 Year	14.8%
5 Year	18%
10 Year
15 Year
Since launch	14.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	19.7%
2023	25.5%
2022	5.6%
2021	30.5%
2020	13.2%
2019	2.5%
2018	-5.6%
2017	25.7%
2016	8.8%
2015	2.4%

Fund Manager information for UTI Hybrid Equity Fund

Name	Since	Tenure
V Srivatsa	24 Sep 09	15.37 Yr.
Sunil Patil	5 Feb 18	6.99 Yr.

Data below for UTI Hybrid Equity Fund as on 31 Jan 25

Asset Allocation

Asset Class	Value
Cash	3.01%
Equity	69.46%
Debt	27.52%

Equity Sector Allocation

Sector	Value
Financial Services	22.14%
Consumer Cyclical	9.53%
Technology	8.44%
Basic Materials	6.07%
Health Care	5.13%
Industrials	4.6%
Consumer Defensive	4.55%
Communication Services	3.82%
Utility	2.31%
Energy	1.88%
Real Estate	0.98%

Debt Sector Allocation

Sector	Value
Government	22.98%
Corporate	4.54%
Cash Equivalent	3.01%

Credit Quality

Rating	Value
AA	2.87%
AAA	97.13%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 29 Feb 20 \| HDFCBANK	7%	₹413 Cr	2,328,702 ↓ -12,944
7.18% Govt Stock 2037 Sovereign Bonds \| -	5%	₹333 Cr	3,250,000,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Mar 10 \| ICICIBANK	5%	₹310 Cr	2,418,644
7.23% Govt Stock 2039 Sovereign Bonds \| -	4%	₹268 Cr	2,600,000,000
Infosys Ltd (Technology) Equity, Since 31 Mar 06 \| INFY	4%	₹239 Cr	1,271,115
7.1% Govt Stock 2034 Sovereign Bonds \| -	3%	₹209 Cr	2,050,000,000
ITC Ltd (Consumer Defensive) Equity, Since 31 Aug 06 \| ITC	3%	₹205 Cr	4,242,150
7.41% Govt Stock 2036 Sovereign Bonds \| -	2%	₹130 Cr	1,250,000,000
7.32% Govt Stock 2030 Sovereign Bonds \| -	2%	₹123 Cr	1,200,000,000
Reliance Industries Ltd (Energy) Equity, Since 31 Dec 19 \| RELIANCE	2%	₹115 Cr	945,173 ↓ -73,758

5. IDBI Hybrid Equity Fund

(Erstwhile IDBI Prudence Fund)

The investment objective of the scheme would be to generate opportunities for capital appreciation along with income by investing in a diversified basket of equity and equity related instruments, debt and money market instruments. However, there can be no assurance that the investment objective of the scheme will be realized.

IDBI Hybrid Equity Fund is a Hybrid - Hybrid Equity fund was launched on 24 Oct 16. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 8.3% since its launch. .

Below is the key information for IDBI Hybrid Equity Fund

IDBI Hybrid Equity Fund Growth
Launch Date	24 Oct 16
NAV (28 Jul 23)	₹17.1253 ↓ -0.01 (-0.05 %)
Net Assets (Cr)	₹179 on 30 Jun 23
Category	Hybrid - Hybrid Equity
AMC	IDBI Asset Management Limited
Rating	Not Rated
Risk	Moderately High
Expense Ratio	2.52
Sharpe Ratio	1.03
Information Ratio	-1.03
Alpha Ratio	-0.26
Min Investment	5,000
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
29 Feb 20	₹10,000
28 Feb 21	₹12,085
28 Feb 22	₹13,773
28 Feb 23	₹13,689

IDBI Hybrid Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹367,070.
Net Profit of ₹67,070 Invest Now

Returns for IDBI Hybrid Equity 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	2.1%
3 Month	7.8%
6 Month	9.8%
1 Year	12.1%
3 Year	14.4%
5 Year	7.1%
10 Year
15 Year
Since launch	8.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015

Fund Manager information for IDBI Hybrid Equity Fund

Name	Since	Tenure

Data below for IDBI Hybrid Equity Fund as on 30 Jun 23

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

Disclaimer:
અહીં આપેલી માહિતી સચોટ છે તેની ખાતરી કરવા માટેના તમામ પ્રયાસો કરવામાં આવ્યા છે. જો કે, ડેટાની શુદ્ધતા અંગે કોઈ ગેરંટી આપવામાં આવતી નથી. કોઈપણ રોકાણ કરતા પહેલા કૃપા કરીને સ્કીમ માહિતી દસ્તાવેજ સાથે ચકાસો.