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निप्पॉन/रिलायंस म्यूचुअल फंड 2022 द्वारा शीर्ष 3 सर्वश्रेष्ठ बैलेंस्ड फंड
बैलेंस्ड फंड ऋण और दोनों का एक संयोजन हैइक्विटी फ़ंड. ये फंड दोनों फंडों का लाभ प्रदान करते हैं, यानी इक्विटी द्वारा लंबी अवधि के धन का निर्माण और द्वारा नियमित रिटर्ननिवेश मेंडेट फंड. आम तौर पर, ये फंड उन निवेशकों के लिए एक अच्छा विकल्प हैं जो कम जोखिम से मध्यम जोखिम के साथ कम से मध्यम समय अवधि के भीतर अपने निवेश में विविधता लाने के तरीकों की तलाश कर रहे हैं।
निप्पॉन इंडियाम्यूचुअल फंड (पहले जाने जाते थेरिलायंस म्यूचुअल फंड), अग्रणी में से एक होने के नातेएएमसी भारत में, निवेशक अक्सर इस फंड हाउस की शीर्ष प्रदर्शन करने वाली योजनाओं को देखते हैं। इस प्रकार, हमने निप्पॉन/रिलायंस एमएफ द्वारा शीर्ष 3 सर्वश्रेष्ठ संतुलित फंडों को चुना है। एयूएम जैसे महत्वपूर्ण पैरामीटर,नहीं हैं, पिछले प्रदर्शन, इन फंडों को शॉर्टलिस्ट करने के लिए किए गए हैं। निवेशक इन बैलेंस्ड फंडों में निवेश कर सकते हैं और इष्टतम रिटर्न अर्जित कर सकते हैं।
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अक्टूबर 2019 से, रिलायंस म्यूचुअल फंड का नाम बदलकर कर दिया गया हैनिप्पॉन इंडिया म्यूचुअल फंड. निप्पॉन लाइफ ने रिलायंस निप्पॉन एसेट मैनेजमेंट (आरएनएएम) में बहुमत (75%) हिस्सेदारी हासिल कर ली है। कंपनी संरचना और प्रबंधन में कोई बदलाव किए बिना अपना परिचालन जारी रखेगी।
निप्पॉन/रिलायंस म्यूचुअल फंड में निवेश क्यों करें?
अभिनव: एएमसी लगातार अपने निवेशकों को नई और नवीन योजनाएं प्रदान करता है।
ग्रेट कस्टमर केयर: कंपनी अपने निवेशकों का बहुत ख्याल रखती है। निवेशकों की मदद के लिए इसकी एक बहुत ही स्थिर और उच्च-कार्यशील ग्राहक सहायता टीम है।
अनुभवी अनुभव: रिलायंस में रहा हैमंडी दो दशकों से अधिक समय से। इसके पास फंड प्रबंधन और वित्तीय सेवाओं में अनुभव और विशेषज्ञता है।
मजबूत नेटवर्क: निप्पॉन इंडिया म्यूचुअल फंड का वितरण नेटवर्क बहुत मजबूत है। भारत के 150 से अधिक शहरों में इसकी मौजूदगी है।
बेस्ट निप्पॉन/रिलायंस बैलेंस्ड म्यूचुअल फंड्स
(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 Below is the key information for Nippon India Equity Hybrid Fund Returns up to 1 year are on (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 Below is the key information for Nippon India Arbitrage Fund Returns up to 1 year are on (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 Below is the key information for Nippon India Balanced Advantage Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Nippon India Equity Hybrid Fund Growth ₹97.2669
↓ -0.52 ₹3,531 -3.9 -8.9 8 14.2 22.5 16.1 Nippon India Arbitrage Fund Growth ₹26.0785 ₹14,436 1.6 3.3 7.2 6.4 5.5 7.5 Nippon India Balanced Advantage Fund Growth ₹167.361
↓ -0.64 ₹8,431 -1.2 -5.2 8.5 11.9 16.4 13 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Mar 25 1. Nippon India Equity Hybrid Fund
CAGR/Annualized return of 12.2% since its launch. Ranked 8 in Hybrid Equity category. Return for 2024 was 16.1% , 2023 was 24.1% and 2022 was 6.6% . Nippon India Equity Hybrid Fund
Growth Launch Date 8 Jun 05 NAV (26 Mar 25) ₹97.2669 ↓ -0.52 (-0.53 %) Net Assets (Cr) ₹3,531 on 28 Feb 25 Category Hybrid - Hybrid Equity AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.02 Sharpe Ratio -0.31 Information Ratio 1.08 Alpha Ratio 0.04 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 29 Feb 20 ₹10,000 28 Feb 21 ₹11,006 28 Feb 22 ₹12,694 28 Feb 23 ₹13,506 29 Feb 24 ₹17,804 28 Feb 25 ₹18,335 Returns for Nippon India Equity Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Mar 25 Duration Returns 1 Month 3% 3 Month -3.9% 6 Month -8.9% 1 Year 8% 3 Year 14.2% 5 Year 22.5% 10 Year 15 Year Since launch 12.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 16.1% 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% Fund Manager information for Nippon India Equity Hybrid Fund
Name Since Tenure Meenakshi Dawar 10 Sep 21 3.47 Yr. Kinjal Desai 25 May 18 6.77 Yr. Sushil Budhia 1 Feb 20 5.08 Yr. Akshay Sharma 1 Dec 22 2.25 Yr. Data below for Nippon India Equity Hybrid Fund as on 28 Feb 25
Asset Allocation
Asset Class Value Cash 2.64% Equity 75.02% Debt 22.33% Equity Sector Allocation
Sector Value Financial Services 23.52% Industrials 9.23% Consumer Cyclical 8.45% Technology 8.43% Health Care 5.99% Consumer Defensive 4.27% Energy 3.7% Utility 3.52% Communication Services 3.38% Basic Materials 2.49% Real Estate 2.03% Debt Sector Allocation
Sector Value Corporate 13.94% Government 7.32% Cash Equivalent 2.64% Securitized 1.08% Credit Quality
Rating Value A 2.78% AA 43.57% AAA 53.65% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK5% ₹201 Cr 1,182,356 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 12 | ICICIBANK5% ₹197 Cr 1,570,000 Infosys Ltd (Technology)
Equity, Since 28 Feb 11 | INFY4% ₹137 Cr 730,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 13 | LT3% ₹127 Cr 354,838 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 19 | BHARTIARTL3% ₹108 Cr 665,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 14 | RELIANCE3% ₹102 Cr 806,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 5322152% ₹92 Cr 933,200 NTPC Ltd (Utilities)
Equity, Since 31 Aug 20 | 5325552% ₹91 Cr 2,800,620 State Bank of India (Financial Services)
Equity, Since 31 Jul 16 | SBIN2% ₹78 Cr 1,010,000 7.23% Govt Stock 2039
Sovereign Bonds | -2% ₹78 Cr 7,500,000 2. Nippon India Arbitrage Fund
CAGR/Annualized return of 6.9% since its launch. Ranked 3 in Arbitrage category. Return for 2024 was 7.5% , 2023 was 7% and 2022 was 4.2% . Nippon India Arbitrage Fund
Growth Launch Date 14 Oct 10 NAV (26 Mar 25) ₹26.0785 Net Assets (Cr) ₹14,436 on 28 Feb 25 Category Hybrid - Arbitrage AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately Low Expense Ratio 1.07 Sharpe Ratio 0.57 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 29 Feb 20 ₹10,000 28 Feb 21 ₹10,338 28 Feb 22 ₹10,771 28 Feb 23 ₹11,244 29 Feb 24 ₹12,082 28 Feb 25 ₹12,939 Returns for Nippon India Arbitrage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Mar 25 Duration Returns 1 Month 0.5% 3 Month 1.6% 6 Month 3.3% 1 Year 7.2% 3 Year 6.4% 5 Year 5.5% 10 Year 15 Year Since launch 6.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.5% 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% Fund Manager information for Nippon India Arbitrage Fund
Name Since Tenure Siddharth Deb 14 Sep 24 0.46 Yr. Vikash Agarwal 14 Sep 24 0.46 Yr. Rohit Shah 8 Apr 24 0.9 Yr. Data below for Nippon India Arbitrage Fund as on 28 Feb 25
Asset Allocation
Asset Class Value Cash 94.66% Debt 5.55% Other 0.05% Equity Sector Allocation
Sector Value Financial Services 24.19% Industrials 8.62% Energy 7.9% Basic Materials 6.92% Consumer Cyclical 6.76% Consumer Defensive 4.19% Technology 4.16% Health Care 3.62% Communication Services 2.29% Utility 1.22% Real Estate 0.49% Debt Sector Allocation
Sector Value Cash Equivalent 86.35% Corporate 10.67% Government 3.19% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity Nippon India Money Market Dir Gr
Investment Fund | -11% ₹1,679 Cr 4,132,789 Future on Reliance Industries Ltd
Derivatives | -5% -₹690 Cr 5,434,000
↓ -3,130,500 Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 17 | RELIANCE5% ₹687 Cr 5,434,000
↓ -3,130,500 Future on Axis Bank Ltd
Derivatives | -4% -₹542 Cr 5,473,125
↑ 2,011,875 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | 5322154% ₹540 Cr 5,473,125
↑ 2,011,875 Nippon India Low Duration Dir Gr
Investment Fund | -4% ₹538 Cr 1,403,663 Future on IndusInd Bank Ltd
Derivatives | -3% -₹401 Cr 4,020,000
↓ -402,500 IndusInd Bank Ltd (Financial Services)
Equity, Since 31 Mar 19 | INDUSINDBK3% ₹398 Cr 4,020,000
↓ -402,500 Nippon India Liquid Dir Gr
Investment Fund | -3% ₹373 Cr 594,953 Future on ICICI Bank Ltd
Derivatives | -2% -₹366 Cr 2,911,300
↑ 1,141,000 3. Nippon India Balanced Advantage Fund
CAGR/Annualized return of 14.8% since its launch. Ranked 46 in Dynamic Allocation category. Return for 2024 was 13% , 2023 was 17.5% and 2022 was 5.1% . Nippon India Balanced Advantage Fund
Growth Launch Date 15 Nov 04 NAV (26 Mar 25) ₹167.361 ↓ -0.64 (-0.38 %) Net Assets (Cr) ₹8,431 on 28 Feb 25 Category Hybrid - Dynamic Allocation AMC Nippon Life Asset Management Ltd. Rating ☆☆☆ Risk Moderately High Expense Ratio 1.77 Sharpe Ratio -0.24 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 29 Feb 20 ₹10,000 28 Feb 21 ₹11,638 28 Feb 22 ₹12,731 28 Feb 23 ₹13,395 29 Feb 24 ₹16,501 28 Feb 25 ₹17,263 Returns for Nippon India Balanced Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Mar 25 Duration Returns 1 Month 2.7% 3 Month -1.2% 6 Month -5.2% 1 Year 8.5% 3 Year 11.9% 5 Year 16.4% 10 Year 15 Year Since launch 14.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 13% 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% Fund Manager information for Nippon India Balanced Advantage Fund
Name Since Tenure Ashutosh Bhargava 7 May 18 6.82 Yr. Kinjal Desai 25 May 18 6.77 Yr. Amar Kalkundrikar 20 Oct 20 4.36 Yr. Sushil Budhia 31 Mar 21 3.92 Yr. Data below for Nippon India Balanced Advantage Fund as on 28 Feb 25
Asset Allocation
Asset Class Value Cash 16.81% Equity 57.4% Debt 25.79% Equity Sector Allocation
Sector Value Financial Services 20.45% Consumer Cyclical 8.95% Technology 8.34% Industrials 8.31% Consumer Defensive 7.34% Communication Services 4.18% Basic Materials 3.28% Utility 2.94% Health Care 2.8% Energy 2.45% Real Estate 1.28% Debt Sector Allocation
Sector Value Corporate 16.44% Cash Equivalent 16.27% Government 8.28% Securitized 1.62% Credit Quality
Rating Value AA 32.08% AAA 67.92% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 11 | HDFCBANK6% ₹490 Cr 2,884,813 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK5% ₹475 Cr 3,790,426
↓ -350,000 Infosys Ltd (Technology)
Equity, Since 31 May 09 | INFY4% ₹390 Cr 2,072,950 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 18 | BHARTIARTL3% ₹303 Cr 1,862,468 NTPC Ltd (Utilities)
Equity, Since 31 Mar 21 | 5325552% ₹187 Cr 5,769,300
↑ 450,000 Reliance Industries Ltd (Energy)
Equity, Since 31 May 18 | RELIANCE2% ₹179 Cr 1,413,490 State Bank of India (Financial Services)
Equity, Since 31 Mar 09 | SBIN2% ₹157 Cr 2,027,992
↑ 125,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 5322152% ₹157 Cr 1,589,434
↑ 160,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jan 21 | LT2% ₹154 Cr 432,495 Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | JUBLFOOD2% ₹149 Cr 2,110,048
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