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फिनकैश »म्यूचुअल फंड्स »हाइब्रिड फंड में सर्वश्रेष्ठ प्रत्यक्ष योजनाएं

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हाइब्रिड म्युचुअल फंड में सर्वश्रेष्ठ प्रत्यक्ष योजनाएं

Updated on November 16, 2024 , 1037 views

अपनी अनूठी विशेषताओं और लाभों के कारण प्रत्यक्ष योजनाएँ नए निवेशकों के बीच भारी लोकप्रियता प्राप्त कर रही हैं। डायरेक्ट प्लान और रेगुलर प्लान अलग-अलग स्कीम नहीं हैं, असल में ये म्यूचुअल फंड स्कीम का ही एक रूप हैं। जहां रेगुलर प्लान कई सालों से विकल्प में हैं, वहीं पहला डायरेक्ट प्लान साल 2013 में पेश किया गया था।

जो निवेशक डायरेक्ट प्लान का विकल्प चुनकर हाइब्रिड फंड में निवेश करना चाहते हैं, यहां डायरेक्ट फंड क्या हैं, हाइब्रिड फंड की एक संक्षिप्त समझ के साथ-साथ कुछ बेहतरीन डायरेक्ट पैन हाइब्रिड फंड की एक झलक है।

Direct-Hybrid

क्यों डायरेक्ट प्लान लोकप्रियता हासिल कर रहे हैं?

नियमित फंडों के विपरीत, म्यूचुअल फंड कंपनी, आरटीए जैसे कार्वी/सीएएमएस, सीमित तृतीय पक्ष प्रतिभूति मध्यस्थ, और फंड हाउस के अधिकृत स्थानीय प्रतिनिधि। निवेशक जो स्वतंत्र रूप से निवेश कर सकते हैं और अपने निवेश को किसी सलाहकार या मध्यस्थ की मदद के बिना ट्रैक कर सकते हैं, वे फंड हाउस से सीधे योजनाओं में निवेश कर सकते हैं।

डायरेक्ट फंड्स में रेगुलर फंड्स की तरह कोई एक्सपेंस चार्ज नहीं होता है। के रूप में वहाँ नहीं हैंवितरक चार्ज/ट्रांजेक्शन चार्जर आदि डायरेक्ट प्लान का एक्सपेंस रेश्यो कम होता है। इसका असर रिटर्न पर भी पड़ता है। चूंकि डायरेक्ट म्यूचुअल फंड का एक्सपेंस रेशियो कम होता है, इसलिए यह रेगुलर प्लान्स की तुलना में थोड़ा ज्यादा रिटर्न दे सकता है- करीब 0.5 फीसदी से 1.5 फीसदी ज्यादा। यह एक कारण है कि निवेशक डायरेक्ट फंड का विकल्प चुन रहे हैं।

आदर्श रूप से, एकइन्वेस्टर जिसे म्यूचुअल फंड निवेश का अनुभव हो और जिसके बारे में उचित जानकारी होमंडी प्रत्यक्ष योजनाओं के लिए आंदोलनों को प्राथमिकता देनी चाहिए। इसके अलावा, अनुभवी जिन्हें निवेश पर किसी सलाह की आवश्यकता नहीं है या अकेले अपने प्रत्यक्ष म्यूचुअल फंड निवेश का प्रबंधन कर सकते हैं, वे इस विकल्प का विकल्प चुन सकते हैं।

हाइब्रिड म्यूचुअल फंड को समझना

हाइब्रिड फंड, जिसे . के रूप में भी जाना जाता हैबैलेंस्ड फंड, एक प्रकार के हैंम्यूचुअल फंड्स जो इक्विटी के संयोजन के रूप में कार्य करता है औरडेट फंड. ये फंड एक निवेशक को इक्विटी और डेट मार्केट दोनों में कुछ अनुपात में निवेश करने की अनुमति देते हैं। इन फंडों में म्यूचुअल फंड निवेश का अनुपात या तो पूर्व निर्धारित होता है या समय के साथ बदल सकता है।

  • हाइब्रिड म्यूचुअल फंड इनमें से एक हैंसर्वश्रेष्ठ निवेश योजना क्योंकि वे न केवल निवेशकों को आनंद लेने की अनुमति देते हैंराजधानी विकास, लेकिन यह भी तय हो जाओआय नियमित अंतराल पर।

  • बैलेंस्ड फंड कम अस्थिर होते हैं। वे इक्विटी कंपोनेंट के माध्यम से उच्च रिटर्न सुनिश्चित करते हुए और डेट कंपोनेंट के माध्यम से स्थिरता सुनिश्चित करते हुए इक्विटी और डेट फंड दोनों में से सर्वश्रेष्ठ की पेशकश करते हैं।

  • ये फंड पोर्टफोलियो को बैलेंस करने में मदद करते हैं। चूंकि फंड दोनों शेयरों में निवेश करता है औरबांड, निवेशक आसानी से एक संतुलित पोर्टफोलियो बना सकते हैंनिवेश एक संतुलित म्यूचुअल फंड में।

  • हाइब्रिड फंड विविधीकरण लाभ भी प्रदान करते हैं। विविधीकरण स्थिर रिटर्न उत्पन्न करने में मदद करता है; ताकि एक फंड खराब प्रदर्शन करे तो दूसरा पोर्टफोलियो को स्थिर कर सके। यह पोर्टफोलियो के समग्र जोखिम को कम करेगा।

आदर्श रूप से, हाइब्रिड फंड उन निवेशकों के लिए एक अच्छा निवेश विकल्प हो सकता है जो चाहते हैंम्युचुअल फंड में निवेश. इन फंडों में दोनों दुनिया के सर्वश्रेष्ठ हैं: के फायदेइक्विटीज a . का लाभ प्राप्त करते समयनिश्चित आय निवेश। इस प्रकार, निवेशक उपरोक्त सूचीबद्ध सर्वश्रेष्ठ हाइब्रिड म्यूचुअल फंड चुन सकते हैं और योजना में निवेश करके अच्छा मुनाफा कमा सकते हैं।

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हाइब्रिड फंड या बैलेंस्ड फंड में सर्वश्रेष्ठ डायरेक्ट प्लान

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
JM Balanced Fund - Direct Growth ₹137.203
↑ 0.90 		₹643-4.55.63522.125.435.5
Edelweiss Prudent Advantage Fund - Direct Growth ₹67.78
↑ 0.18 		₹2,198-2.47.326.417.719.627.7
UTI Wealth Builder Fund - Direct Growth ₹77.1956
↑ 0.31 		₹4,060-1.9528.117.416.130.2
UTI Balanced Fund - Direct Growth ₹414.257
↑ 1.48 		₹6,330-1.78.726.315.519.326.2
BNP Paribas Balanced Fund - Direct Growth ₹30.5126
↑ 0.14 		₹1,200-1.86.426.214.817.823
Franklin India Balanced Fund - Direct Growth ₹292.989
↑ 1.06 		₹2,066-1.66.624.814.317.123.9
Axis Dynamic Equity Fund - Direct Growth ₹22.13
↑ 0.07 		₹2,5770.5925.812.613.521.5
Edelweiss Equity Savings Advantage Fund - Direct Growth ₹25.9145
↑ 0.04 		₹5090.65.514.89.911.614.3
UTI SPREAD Fund - Direct Growth ₹35.6832
↑ 0.03 		₹6,0351.93.98.36.75.97.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Nov 24

1. JM Balanced Fund - Direct

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

JM Balanced Fund - Direct is a Hybrid - Hybrid Equity fund was launched on 1 Jan 13. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.4% since its launch.  Return for 2023 was 35.5% , 2022 was 9.1% and 2021 was 23.9% .

Below is the key information for JM Balanced Fund - Direct

JM Balanced Fund - Direct
Growth
Launch Date 1 Jan 13
NAV (19 Nov 24) ₹137.203 ↑ 0.90   (0.66 %)
Net Assets (Cr) ₹643 on 30 Sep 24
Category Hybrid - Hybrid Equity
AMC JM Financial Asset Management Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 0.69
Sharpe Ratio 3.06
Information Ratio 1.52
Alpha Ratio 16.44
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.

DateValue
31 Oct 19₹10,000
31 Oct 20₹11,605
31 Oct 21₹17,532
31 Oct 22₹18,041
31 Oct 23₹22,270
31 Oct 24₹32,570

JM Balanced Fund - Direct SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹570,326.
Net Profit of ₹270,326 Invest Now

Returns for JM Balanced Fund - Direct

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Nov 24

DurationReturns
1 Month -4.4%
3 Month -4.5%
6 Month 5.6%
1 Year 35%
3 Year 22.1%
5 Year 25.4%
10 Year
15 Year
Since launch 15.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 35.5%
2022 9.1%
2021 23.9%
2020 31.5%
2019 -6.8%
2018 2.5%
2017 18.6%
2016 3.8%
2015 1.3%
2014 34.4%
Fund Manager information for JM Balanced Fund - Direct
NameSinceTenure
Satish Ramanathan1 Oct 240.08 Yr.
Asit Bhandarkar31 Dec 212.84 Yr.
Chaitanya Choksi20 Aug 213.2 Yr.
Ruchi Fozdar4 Oct 240.07 Yr.

Data below for JM Balanced Fund - Direct as on 30 Sep 24

Asset Allocation
Asset ClassValue
Cash8.08%
Equity72.58%
Debt19.33%
Equity Sector Allocation
SectorValue
Financial Services17.03%
Technology11.57%
Health Care11.19%
Industrials9.41%
Consumer Cyclical7.9%
Consumer Defensive7.38%
Basic Materials4.55%
Communication Services1.43%
Energy1.3%
Real Estate0.83%
Debt Sector Allocation
SectorValue
Government11.2%
Corporate8.13%
Cash Equivalent8.08%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 24 | HDFCBANK		5%₹33 Cr190,000
7.1% Govt Stock 2034
Sovereign Bonds | -		5%₹31 Cr3,050,000
↑ 500,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 20 | INFY		4%₹30 Cr170,000
↑ 90,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 24 | 532215		3%₹23 Cr200,000
↑ 75,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 21 | ICICIBANK		3%₹21 Cr163,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Aug 24 | ITC		3%₹20 Cr410,000
↑ 100,000
7.18% Govt Stock 2037
Sovereign Bonds | -		3%₹17 Cr1,700,000
Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | 532977		2%₹15 Cr14,780
↑ 2,500
Akums Drugs and Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Jul 24 | AKUMS		2%₹14 Cr162,542
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 30 Apr 24 | VBL		2%₹13 Cr220,000

2. Edelweiss Prudent Advantage Fund - Direct

The objective of the Scheme is to generate returns through capital appreciation by investing in diversified portfolio of equity and equity-related securities, fixed income instruments and Gold Exchange Traded Funds. However, there is no assurance that the investment objective of the Scheme will be realized.

Edelweiss Prudent Advantage Fund - Direct is a Hybrid - Multi Asset fund was launched on 1 Jan 13. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15% since its launch.  Return for 2023 was 27.7% , 2022 was 7.4% and 2021 was 29.5% .

Below is the key information for Edelweiss Prudent Advantage Fund - Direct

Edelweiss Prudent Advantage Fund - Direct
Growth
Launch Date 1 Jan 13
NAV (19 Nov 24) ₹67.78 ↑ 0.18   (0.27 %)
Net Assets (Cr) ₹2,198 on 30 Sep 24
Category Hybrid - Multi Asset
AMC Edelweiss Asset Management Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 0.38
Sharpe Ratio 3.34
Information Ratio 3.12
Alpha Ratio 6.73
Min Investment 5,000
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹10,066
31 Oct 21₹14,816
31 Oct 22₹16,226
31 Oct 23₹18,699
31 Oct 24₹25,231

Edelweiss Prudent Advantage Fund - Direct SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520 Invest Now

Returns for Edelweiss Prudent Advantage Fund - Direct

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Nov 24

DurationReturns
1 Month -5%
3 Month -2.4%
6 Month 7.3%
1 Year 26.4%
3 Year 17.7%
5 Year 19.6%
10 Year
15 Year
Since launch 15%
Historical performance (Yearly) on absolute basis
YearReturns
2023 27.7%
2022 7.4%
2021 29.5%
2020 14.5%
2019 12.1%
2018 0.8%
2017 26.8%
2016 0.6%
2015 2.7%
2014 38.9%
Fund Manager information for Edelweiss Prudent Advantage Fund - Direct
NameSinceTenure
Bhavesh Jain14 Oct 159.06 Yr.
Bharat Lahoti1 Oct 213.09 Yr.
Rahul Dedhia1 Jul 240.34 Yr.
Pranavi Kulkarni1 Aug 240.25 Yr.

Data below for Edelweiss Prudent Advantage Fund - Direct as on 30 Sep 24

Asset Allocation
Asset ClassValue
Cash12.51%
Equity70.08%
Debt17.41%
Equity Sector Allocation
SectorValue
Financial Services18.8%
Consumer Cyclical12.22%
Technology8.28%
Health Care6.34%
Industrials5.8%
Utility4.53%
Energy4.17%
Consumer Defensive3.28%
Communication Services2.83%
Basic Materials2.82%
Real Estate1.01%
Debt Sector Allocation
SectorValue
Cash Equivalent12.51%
Government10.81%
Corporate6.58%
Securitized0.01%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.26% Govt Stock 2033
Sovereign Bonds | -		6%₹128 Cr12,500,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | ICICIBANK		5%₹119 Cr922,915
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 15 | HDFCBANK		3%₹77 Cr441,172
Hdb Financial Services Ltd.
Debentures | -		3%₹74 Cr7,500,000
6.54% Govt Stock 2032
Sovereign Bonds | -		3%₹74 Cr7,500,000
NTPC Ltd (Utilities)
Equity, Since 30 Nov 21 | 532555		3%₹65 Cr1,602,337
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL		3%₹62 Cr384,375
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Oct 19 | SUNPHARMA		3%₹60 Cr326,791
Infosys Ltd (Technology)
Equity, Since 31 May 15 | INFY		2%₹47 Cr269,725
HCL Technologies Ltd (Technology)
Equity, Since 31 Jul 20 | HCLTECH		2%₹46 Cr260,748

3. UTI Wealth Builder Fund - Direct

The objective of the Scheme is to achieve long term capital appreciation by investing predominantly in a diversified portfolio of equity and equity related instruments along with investments in Gold ETFs and Debt and Money Market Instruments. However, there can be no assurance that the investment objective of the Scheme will be achieved.

UTI Wealth Builder Fund - Direct is a Hybrid - Multi Asset fund was launched on 1 Jan 13. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10.4% since its launch.  Return for 2023 was 30.2% , 2022 was 5.3% and 2021 was 12.7% .

Below is the key information for UTI Wealth Builder Fund - Direct

UTI Wealth Builder Fund - Direct
Growth
Launch Date 1 Jan 13
NAV (19 Nov 24) ₹77.1956 ↑ 0.31   (0.41 %)
Net Assets (Cr) ₹4,060 on 30 Sep 24
Category Hybrid - Multi Asset
AMC UTI Asset Management Company Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 0.81
Sharpe Ratio 4.33
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹10,631
31 Oct 21₹12,937
31 Oct 22₹13,359
31 Oct 23₹15,680
31 Oct 24₹21,535

UTI Wealth Builder Fund - Direct SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689 Invest Now

Returns for UTI Wealth Builder Fund - Direct

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Nov 24

DurationReturns
1 Month -4%
3 Month -1.9%
6 Month 5%
1 Year 28.1%
3 Year 17.4%
5 Year 16.1%
10 Year
15 Year
Since launch 10.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 30.2%
2022 5.3%
2021 12.7%
2020 14%
2019 4.8%
2018 0.5%
2017 18.2%
2016 8%
2015 -3.1%
2014 23.4%
Fund Manager information for UTI Wealth Builder Fund - Direct
NameSinceTenure
Sharwan Kumar Goyal12 Nov 212.97 Yr.
Jaydeep Bhowal1 Oct 240.08 Yr.

Data below for UTI Wealth Builder Fund - Direct as on 30 Sep 24

Asset Allocation
Asset ClassValue
Cash24.93%
Equity49%
Debt13.9%
Other12.17%
Equity Sector Allocation
SectorValue
Consumer Cyclical12.93%
Financial Services9.63%
Technology9.3%
Industrials7.8%
Consumer Defensive6.71%
Health Care5.66%
Energy5%
Basic Materials3.93%
Communication Services3.23%
Utility1.81%
Real Estate1.49%
Debt Sector Allocation
SectorValue
Cash Equivalent24.93%
Government13.9%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
UTI Gold ETF
- | -		12%₹542 Cr80,729,086
↓ -3,504,519
7.32% Govt Stock 2030
Sovereign Bonds | -		5%₹205 Cr2,000,000,000
7.1% Govt Stock 2034
Sovereign Bonds | -		4%₹178 Cr1,750,000,000
↑ 250,000,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 24 | RELIANCE		4%₹160 Cr1,199,266
↑ 170,130
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIARTL		3%₹114 Cr706,666
↑ 165,932
Infosys Ltd (Technology)
Equity, Since 31 Mar 24 | INFY		3%₹110 Cr628,694
↑ 532,694
7.23% Govt Stock 2039
Sovereign Bonds | -		2%₹103 Cr1,000,000,000
ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 24 | ICICIBANK		2%₹91 Cr706,680
↑ 555,210
Tata Consultancy Services Ltd (Technology)
Equity, Since 29 Feb 24 | TCS		2%₹91 Cr229,000
↑ 62,799
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | 500251		2%₹88 Cr123,450
↑ 7,807

4. UTI Balanced Fund - Direct

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 Balanced Fund - Direct is a Hybrid - Hybrid Equity fund was launched on 1 Jan 13. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.9% since its launch.  Return for 2023 was 26.2% , 2022 was 6.3% and 2021 was 31.3% .

Below is the key information for UTI Balanced Fund - Direct

UTI Balanced Fund - Direct
Growth
Launch Date 1 Jan 13
NAV (19 Nov 24) ₹414.257 ↑ 1.48   (0.36 %)
Net Assets (Cr) ₹6,330 on 30 Sep 24
Category Hybrid - Hybrid Equity
AMC UTI Asset Management Company Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 1.29
Sharpe Ratio 3.17
Information Ratio 1.86
Alpha Ratio 5.28
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.

DateValue
31 Oct 19₹10,000
31 Oct 20₹10,062
31 Oct 21₹15,575
31 Oct 22₹16,232
31 Oct 23₹18,523
31 Oct 24₹24,878

UTI Balanced Fund - Direct SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520 Invest Now

Returns for UTI Balanced Fund - Direct

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Nov 24

DurationReturns
1 Month -4.3%
3 Month -1.7%
6 Month 8.7%
1 Year 26.3%
3 Year 15.5%
5 Year 19.3%
10 Year
15 Year
Since launch 13.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 26.2%
2022 6.3%
2021 31.3%
2020 14.1%
2019 3.1%
2018 -4.9%
2017 26.6%
2016 9.4%
2015 2.8%
2014 33.2%
Fund Manager information for UTI Balanced Fund - Direct
NameSinceTenure
V Srivatsa24 Sep 0915.12 Yr.
Sunil Patil5 Feb 186.74 Yr.

Data below for UTI Balanced Fund - Direct as on 30 Sep 24

Asset Allocation
Asset ClassValue
Cash1.83%
Equity70.16%
Debt28.01%
Equity Sector Allocation
SectorValue
Financial Services24.04%
Consumer Cyclical8.21%
Technology7.85%
Basic Materials5.5%
Health Care5.28%
Industrials4.82%
Consumer Defensive4.53%
Communication Services4.26%
Energy2.59%
Utility2.12%
Real Estate0.96%
Debt Sector Allocation
SectorValue
Government23.05%
Corporate4.95%
Cash Equivalent1.83%
Credit Quality
RatingValue
AA2.21%
AAA97.79%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 29 Feb 20 | HDFCBANK		7%₹406 Cr2,341,646
7.18% Govt Stock 2037
Sovereign Bonds | -		5%₹333 Cr3,250,000,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 10 | ICICIBANK		5%₹314 Cr2,433,077
7.23% Govt Stock 2039
Sovereign Bonds | -		4%₹268 Cr2,600,000,000
Infosys Ltd (Technology)
Equity, Since 31 Mar 06 | INFY		4%₹223 Cr1,271,115
↑ 48,433
7.1% Govt Stock 2034
Sovereign Bonds | -		3%₹209 Cr2,050,000,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Aug 06 | ITC		3%₹207 Cr4,242,150
Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 19 | RELIANCE		3%₹158 Cr1,187,182
↓ -106,330
7.41% Govt Stock 2036
Sovereign Bonds | -		2%₹130 Cr1,250,000,000
7.32% Govt Stock 2030
Sovereign Bonds | -		2%₹123 Cr1,200,000,000

5. BNP Paribas Balanced Fund - Direct

The Scheme seeks to generate income and capital appreciation by investing in a diversified portfolio of equity and equity related instruments and fixed income instruments. However, there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns

BNP Paribas Balanced Fund - Direct is a Hybrid - Hybrid Equity fund was launched on 7 Apr 17. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.7% since its launch.  Return for 2023 was 23% , 2022 was 6.1% and 2021 was 24.3% .

Below is the key information for BNP Paribas Balanced Fund - Direct

BNP Paribas Balanced Fund - Direct
Growth
Launch Date 7 Apr 17
NAV (19 Nov 24) ₹30.5126 ↑ 0.14   (0.46 %)
Net Assets (Cr) ₹1,200 on 30 Sep 24
Category Hybrid - Hybrid Equity
AMC BNP Paribas Asset Mgmt India Pvt. Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 0.6
Sharpe Ratio 3.73
Information Ratio 1.52
Alpha Ratio 8.49
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.

DateValue
31 Oct 19₹10,000
31 Oct 20₹10,280
31 Oct 21₹15,010
31 Oct 22₹15,526
31 Oct 23₹17,381
31 Oct 24₹23,270

BNP Paribas Balanced Fund - Direct SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047 Invest Now

Returns for BNP Paribas Balanced Fund - Direct

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Nov 24

DurationReturns
1 Month -4.3%
3 Month -1.8%
6 Month 6.4%
1 Year 26.2%
3 Year 14.8%
5 Year 17.8%
10 Year
15 Year
Since launch 15.7%
Historical performance (Yearly) on absolute basis
YearReturns
2023 23%
2022 6.1%
2021 24.3%
2020 16.8%
2019 18%
2018 2%
2017
2016
2015
2014
Fund Manager information for BNP Paribas Balanced Fund - Direct
NameSinceTenure
Jitendra Sriram16 Jun 222.38 Yr.
Gurvinder Wasan21 Oct 240.03 Yr.
Pratish Krishnan14 Mar 222.64 Yr.

Data below for BNP Paribas Balanced Fund - Direct as on 30 Sep 24

Asset Allocation
Asset ClassValue
Cash5.18%
Equity70.3%
Debt24.52%
Equity Sector Allocation
SectorValue
Financial Services18.43%
Consumer Cyclical12.76%
Industrials12.23%
Technology9.3%
Energy7.15%
Consumer Defensive4.75%
Communication Services1.74%
Health Care1.42%
Utility1.23%
Basic Materials0.85%
Debt Sector Allocation
SectorValue
Corporate12.63%
Government11.4%
Cash Equivalent5.18%
Securitized0.5%
Credit Quality
RatingValue
AA25.19%
AAA74.81%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 17 | HDFCBANK		6%₹67 Cr387,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 17 | ICICIBANK		6%₹65 Cr504,000
Reliance Industries Ltd (Energy)
Equity, Since 31 May 21 | RELIANCE		5%₹55 Cr414,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 21 | LT		4%₹49 Cr135,000
7.34% Govt Stock 2064
Sovereign Bonds | -		3%₹37 Cr3,500,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 20 | TCS		3%₹36 Cr90,000
Trent Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 500251		3%₹35 Cr49,050
ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 21 | ITC		3%₹34 Cr702,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 17 | INFY		2%₹27 Cr153,000
Bosch Ltd (Consumer Cyclical)
Equity, Since 31 Jul 22 | 500530		2%₹25 Cr7,200

6. Franklin India Balanced Fund - Direct

The fund aims to provide long term capital appreciation and current income by investing in equity and equity related securities and high quality fixed income instruments.

Franklin India Balanced Fund - Direct is a Hybrid - Hybrid Equity fund was launched on 1 Jan 13. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.1% since its launch.  Return for 2023 was 23.9% , 2022 was 5.8% and 2021 was 25% .

Below is the key information for Franklin India Balanced Fund - Direct

Franklin India Balanced Fund - Direct
Growth
Launch Date 1 Jan 13
NAV (19 Nov 24) ₹292.989 ↑ 1.06   (0.36 %)
Net Assets (Cr) ₹2,066 on 30 Sep 24
Category Hybrid - Hybrid Equity
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 1.05
Sharpe Ratio 2.71
Information Ratio 0.97
Alpha Ratio 1.5
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹10,012
31 Oct 21₹14,809
31 Oct 22₹15,354
31 Oct 23₹17,114
31 Oct 24₹22,434

Franklin India Balanced Fund - Direct SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047 Invest Now

Returns for Franklin India Balanced Fund - Direct

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Nov 24

DurationReturns
1 Month -3%
3 Month -1.6%
6 Month 6.6%
1 Year 24.8%
3 Year 14.3%
5 Year 17.1%
10 Year
15 Year
Since launch 15.1%
Historical performance (Yearly) on absolute basis
YearReturns
2023 23.9%
2022 5.8%
2021 25%
2020 14.8%
2019 9.1%
2018 -0.4%
2017 22.8%
2016 9.2%
2015 6.1%
2014 47.9%
Fund Manager information for Franklin India Balanced Fund - Direct
NameSinceTenure
Ajay Argal4 Oct 240.08 Yr.
Anuj Tagra7 Mar 240.65 Yr.
Chandni Gupta7 Mar 240.65 Yr.
Sandeep Manam18 Oct 213.04 Yr.
Rajasa Kakulavarapu6 Sep 213.16 Yr.

Data below for Franklin India Balanced Fund - Direct as on 30 Sep 24

Asset Allocation
Asset ClassValue
Cash2.21%
Equity67.91%
Debt29.88%
Equity Sector Allocation
SectorValue
Financial Services20.09%
Consumer Cyclical10.42%
Industrials8.29%
Technology6.44%
Health Care4.54%
Communication Services4.24%
Basic Materials3.31%
Energy3.19%
Consumer Defensive3.18%
Utility2.89%
Real Estate0.67%
Debt Sector Allocation
SectorValue
Corporate22.97%
Government6.91%
Cash Equivalent2.21%
Credit Quality
RatingValue
AA13.64%
AAA86.36%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK		6%₹130 Cr750,000
↑ 40,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK		5%₹101 Cr794,000
National Bank For Agriculture And Rural Development
Debentures | -		4%₹76 Cr7,500
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY		3%₹70 Cr370,600
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT		3%₹69 Cr187,000
↑ 13,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 05 | BHARTIARTL		3%₹60 Cr353,000
Bajaj Finance Limited
Debentures | -		3%₹53 Cr5,000
ICICI Home Finance Company Limited
Debentures | -		3%₹52 Cr5,000
LIC Housing Finance Ltd. 7.835%
Debentures | -		3%₹52 Cr5,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215		2%₹50 Cr403,000

7. Axis Dynamic Equity Fund - Direct

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.

Axis Dynamic Equity Fund - Direct is a Hybrid - Dynamic Allocation fund was launched on 1 Aug 17. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.4% since its launch.  Return for 2023 was 21.5% , 2022 was 0.9% and 2021 was 17.2% .

Below is the key information for Axis Dynamic Equity Fund - Direct

Axis Dynamic Equity Fund - Direct
Growth
Launch Date 1 Aug 17
NAV (19 Nov 24) ₹22.13 ↑ 0.07   (0.32 %)
Net Assets (Cr) ₹2,577 on 30 Sep 24
Category Hybrid - Dynamic Allocation
AMC Axis Asset Management Company Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 0.81
Sharpe Ratio 3.41
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.

DateValue
31 Oct 19₹10,000
31 Oct 20₹10,350
31 Oct 21₹13,061
31 Oct 22₹13,274
31 Oct 23₹14,552
31 Oct 24₹19,062

Axis Dynamic Equity Fund - Direct SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080 Invest Now

Returns for Axis Dynamic Equity Fund - Direct

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Nov 24

DurationReturns
1 Month -2.5%
3 Month 0.5%
6 Month 9%
1 Year 25.8%
3 Year 12.6%
5 Year 13.5%
10 Year
15 Year
Since launch 11.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 21.5%
2022 0.9%
2021 17.2%
2020 11.4%
2019 7.5%
2018 4.5%
2017
2016
2015
2014
Fund Manager information for Axis Dynamic Equity Fund - Direct
NameSinceTenure
Devang Shah5 Apr 240.58 Yr.
Ashish Naik1 Mar 231.67 Yr.
Hardik Shah31 Jan 222.75 Yr.
Jayesh Sundar28 Sep 231.1 Yr.

Data below for Axis Dynamic Equity Fund - Direct as on 30 Sep 24

Asset Allocation
Asset ClassValue
Cash18.15%
Equity59.65%
Debt22.2%
Equity Sector Allocation
SectorValue
Financial Services21.87%
Technology7.56%
Consumer Cyclical6.8%
Energy6.47%
Health Care6.43%
Industrials6.32%
Basic Materials5.07%
Consumer Defensive3.49%
Communication Services3.16%
Utility2.34%
Real Estate0.54%
Debt Sector Allocation
SectorValue
Cash Equivalent17.96%
Government14.18%
Corporate8.22%
Credit Quality
RatingValue
A3.14%
AA22.86%
AAA74%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.25% Govt Stock 2063
Sovereign Bonds | -		7%₹188 Cr18,000,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 17 | HDFCBANK		6%₹152 Cr877,072
↑ 42,350
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 17 | RELIANCE		4%₹113 Cr381,031
↑ 5,750
Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY		4%₹108 Cr576,724
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK		4%₹98 Cr771,051
↓ -268,800
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Jul 20 | M&M		3%₹85 Cr275,577
↑ 56,700
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 22 | BHARTIARTL		2%₹63 Cr371,040
↑ 9,040
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Aug 21 | SUNPHARMA		2%₹63 Cr326,675
↓ -23,434
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Aug 17 | 500034		2%₹62 Cr80,944
NTPC Ltd (Utilities)
Equity, Since 30 Nov 23 | 532555		2%₹56 Cr1,264,000

8. Edelweiss Equity Savings Advantage Fund - Direct

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

Edelweiss Equity Savings Advantage Fund - Direct is a Hybrid - Equity Savings fund was launched on 13 Oct 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 9.9% since its launch.  Return for 2023 was 14.3% , 2022 was 4.6% and 2021 was 13.1% .

Below is the key information for Edelweiss Equity Savings Advantage Fund - Direct

Edelweiss Equity Savings Advantage Fund - Direct
Growth
Launch Date 13 Oct 14
NAV (19 Nov 24) ₹25.9145 ↑ 0.04   (0.15 %)
Net Assets (Cr) ₹509 on 30 Sep 24
Category Hybrid - Equity Savings
AMC Edelweiss Asset Management Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 0.6
Sharpe Ratio 3.95
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹10,755
31 Oct 21₹12,956
31 Oct 22₹13,494
31 Oct 23₹14,830
31 Oct 24₹17,449

Edelweiss Equity Savings Advantage Fund - Direct SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518 Invest Now

Purchase not allowed

Returns for Edelweiss Equity Savings Advantage Fund - Direct

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Nov 24

DurationReturns
1 Month -1.4%
3 Month 0.6%
6 Month 5.5%
1 Year 14.8%
3 Year 9.9%
5 Year 11.6%
10 Year
15 Year
Since launch 9.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 14.3%
2022 4.6%
2021 13.1%
2020 14.1%
2019 8.1%
2018 4.9%
2017 15.8%
2016 4.9%
2015 5.8%
2014
Fund Manager information for Edelweiss Equity Savings Advantage Fund - Direct
NameSinceTenure
Bhavesh Jain1 Oct 213.09 Yr.
Bharat Lahoti18 Sep 177.12 Yr.
Rahul Dedhia1 Jul 240.33 Yr.
Pranavi Kulkarni1 Aug 240.25 Yr.

Data below for Edelweiss Equity Savings Advantage Fund - Direct as on 30 Sep 24

Asset Allocation
Asset ClassValue
Cash54.3%
Equity23.85%
Debt21.85%
Equity Sector Allocation
SectorValue
Financial Services20.6%
Consumer Cyclical9.79%
Industrials9.74%
Basic Materials5.65%
Energy5.23%
Health Care4.53%
Technology4.4%
Consumer Defensive2.16%
Utility1.57%
Real Estate1.43%
Communication Services1%
Debt Sector Allocation
SectorValue
Cash Equivalent54.3%
Government16.04%
Corporate5.52%
Securitized0.29%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.26% Govt Stock 2033
Sovereign Bonds | -		5%₹26 Cr2,500,000
7.18% Govt Stock 2033
Sovereign Bonds | -		5%₹26 Cr2,500,000
7.06% Govt Stock 2028
Sovereign Bonds | -		5%₹25 Cr2,500,000
Hdb Financial Services Ltd.
Debentures | -		5%₹25 Cr2,500,000
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 18 | HDFCBANK		4%₹24 Cr138,899
↑ 49,500
Future on Aditya Birla Fashion and Retail Ltd
Derivatives | -		4%-₹23 Cr741,000
Aditya Birla Fashion and Retail Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | ABFRL		4%₹23 Cr741,000
Future on Adani Ports & Special Economic Zone Ltd
Derivatives | -		3%-₹19 Cr136,000
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 30 Apr 20 | ADANIPORTS		3%₹19 Cr136,000
Future on HDFC Bank Ltd
Derivatives | -		3%-₹18 Cr105,050
↑ 49,500

9. UTI SPREAD Fund - Direct

The investment objective of the scheme is to provide capital appreciation and dividend distribution through arbitrage opportunities arising out of price differences between the cash and derivative market by investing predominantly in equity and equity-related securities, derivatives and the balance portion in debt securities. However, there can be no assurance that the investment objective of the scheme will be realised.

UTI SPREAD Fund - Direct is a Hybrid - Arbitrage fund was launched on 23 Jan 13. It is a fund with Moderately Low risk and has given a CAGR/Annualized return of 6.7% since its launch.  Return for 2023 was 7.8% , 2022 was 4.6% and 2021 was 4.5% .

Below is the key information for UTI SPREAD Fund - Direct

UTI SPREAD Fund - Direct
Growth
Launch Date 23 Jan 13
NAV (19 Nov 24) ₹35.6832 ↑ 0.03   (0.07 %)
Net Assets (Cr) ₹6,035 on 30 Sep 24
Category Hybrid - Arbitrage
AMC UTI Asset Management Company Ltd
Rating Not Rated
Risk Moderately Low
Expense Ratio 0.3
Sharpe Ratio 2.75
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-30 Days (0.5%),30 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹10,509
31 Oct 21₹10,970
31 Oct 22₹11,420
31 Oct 23₹12,308
31 Oct 24₹13,309

UTI SPREAD Fund - Direct SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹349,120.
Net Profit of ₹49,120 Invest Now

Returns for UTI SPREAD Fund - Direct

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Nov 24

DurationReturns
1 Month 0.8%
3 Month 1.9%
6 Month 3.9%
1 Year 8.3%
3 Year 6.7%
5 Year 5.9%
10 Year
15 Year
Since launch 6.7%
Historical performance (Yearly) on absolute basis
YearReturns
2023 7.8%
2022 4.6%
2021 4.5%
2020 5%
2019 6.7%
2018 6.7%
2017 6.2%
2016 7%
2015 8.2%
2014 8.5%
Fund Manager information for UTI SPREAD Fund - Direct
NameSinceTenure
Amit Sharma2 Jul 186.34 Yr.
Sharwan Kumar Goyal1 Jan 213.84 Yr.

Data below for UTI SPREAD Fund - Direct as on 30 Sep 24

Asset Allocation
Asset ClassValue
Cash97.08%
Equity0.36%
Debt2.52%
Other0.03%
Equity Sector Allocation
SectorValue
Financial Services21.32%
Industrials8.35%
Basic Materials7.38%
Consumer Cyclical6.29%
Energy5.31%
Health Care4.48%
Technology4.41%
Communication Services3.51%
Utility2.92%
Consumer Defensive2.84%
Real Estate2.2%
Debt Sector Allocation
SectorValue
Cash Equivalent92.83%
Corporate6.18%
Government0.6%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
UTI Money Market Dir Gr
Investment Fund | -		15%₹941 Cr3,173,930
Future on HDFC Bank Ltd
Derivatives | -		5%-₹329 Cr1,882,100
↓ -118,800
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK		5%₹327 Cr1,882,100
↓ -118,800
Future on Reliance Industries Ltd
Derivatives | -		4%-₹229 Cr1,709,500
↑ 1,253,750
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 23 | RELIANCE		4%₹228 Cr1,709,500
↑ 798,000
Future on Bank of Baroda
Derivatives | -		3%-₹180 Cr7,116,525
↑ 193,050
Bank of Baroda (Financial Services)
Equity, Since 31 May 23 | 532134		3%₹179 Cr7,116,525
↑ 193,050
Future on Vedanta Ltd
Derivatives | -		3%-₹168 Cr3,611,000
Vedanta Ltd (Basic Materials)
Equity, Since 30 Sep 23 | 500295		3%₹168 Cr3,611,000
Future on Tata Consultancy Services Ltd
Derivatives | -		2%-₹128 Cr320,950
↑ 87,675

Disclaimer:
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Shepard Technologies Pvt. Ltd : 1808, Solus, Hiranandani Estate, Thane, Maharashtra - 400607

AMFI Registration No. 112358 | CIN: U74999MH2016PTC282153

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