एचडीएफसी एमएफ 2022 द्वारा शीर्ष 4 सर्वश्रेष्ठ प्रदर्शन करने वाले संतुलित म्युचुअल फंड

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एचडीएफसी एमएफ 2022 द्वारा 4 सर्वश्रेष्ठ प्रदर्शन करने वाले बैलेंस्ड फंड

Updated on March 30, 2025 , 6666 views

एचडीएफसी म्यूचुअल फंड भारत में शीर्ष फंड हाउसों में से एक होने के नाते,बैलेंस्ड फंड द्वारा प्रदान किया गयाएएमसी निवेशकों द्वारा सबसे अधिक मांग में से एक हैं। बैलेंस्ड फंड, जिसे हाइब्रिड फंड के रूप में भी जाना जाता है, डेट और इक्विटी इंस्ट्रूमेंट दोनों में पैसा लगाते हैं।

इक्विटी के माध्यम से लंबी अवधि के धन का निर्माण करके और नियमित रिटर्न के माध्यम से पोर्टफोलियो को संतुलित करने में एएमसी मास्टर द्वारा प्रदान की गई संतुलित निधिडेट फंड. कई निवेशक जो नए हैंम्यूचुअल फंड्स पसंद करनानिवेश पहले बैलेंस्ड फंड में, क्योंकि वे अन्य दो म्यूचुअल फंड का स्वाद देते हैं।

इस प्रकार, शीर्ष फंड हाउस में से एक में निवेश करने के इच्छुक निवेशक, एचडीएफसी म्यूचुअल फंड द्वारा इन शीर्ष प्रदर्शन करने वाले संतुलित फंडों को चुन सकते हैं। इन फंडों को एयूएम, पिछले प्रदर्शन आदि जैसे कुछ मानदंडों के आधार पर शॉर्टलिस्ट किया गया है।

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एचडीएफसी म्यूचुअल फंड में निवेश क्यों?

उत्कृष्ट रेटिंग: कंपनी की कई योजनाओं की क्रिसिल रेटिंग तीन और उससे अधिक है।
विकल्पों की विविधता: एचडीएफसी म्यूचुअल फंड में निवेश व्यापक . के साथ आता हैश्रेणी विकल्पों में से।
निवेशक की आवश्यकता को पूरा करना: कंपनी के पास ऐसे उत्पाद हैं जो हर प्रकार के के अनुरूप होंगेइन्वेस्टर. फंड शॉर्ट-टर्म से लेकर लॉन्ग-टर्म और यहां तक कि ओपन-एंडेड से लेकर क्लोज-एंडेड फंड तक होते हैं। कंपनी यह सुनिश्चित करती है कि निवेशक को वह मिले जो उसे चाहिए। यह कम, मध्यम और उच्च जोखिम वाले उत्पाद भी पेश करता है।

बेस्ट एचडीएफसी बैलेंस्ड म्यूचुअल फंड

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
HDFC Hybrid Debt Fund Growth	₹80.0997 ↑ 0.02	₹3,237	1.2	0.4	8	10.2	12.6	10.5
HDFC Balanced Advantage Fund Growth	₹487.054 ↓ -3.28	₹90,375	-2.7	-5.4	7	18.9	27.2	16.7
HDFC Equity Savings Fund Growth	₹63.068 ↓ -0.27	₹5,460	-0.9	-2.4	5	9.1	14.2	10.3
HDFC Multi-Asset Fund Growth	₹67.288 ↓ -0.13	₹3,837	0.4	-2.5	8.9	12.1	20.1	13.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Mar 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 10.3% 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 (31 Mar 25)	₹80.0997 ↑ 0.02 (0.03 %)
Net Assets (Cr)	₹3,237 on 28 Feb 25
Category	Hybrid - Hybrid Debt
AMC	HDFC Asset Management Company Limited
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.79
Sharpe Ratio	-0.39
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
31 Mar 20	₹10,000
31 Mar 21	₹12,163
31 Mar 22	₹13,494
31 Mar 23	₹14,282
31 Mar 24	₹16,729
31 Mar 25	₹18,065

HDFC Hybrid Debt 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 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 31 Mar 25

Duration	Returns
1 Month	3%
3 Month	1.2%
6 Month	0.4%
1 Year	8%
3 Year	10.2%
5 Year	12.6%
10 Year
15 Year
Since launch	10.3%

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	17.59 Yr.
Srinivasan Ramamurthy	14 Dec 21	3.3 Yr.
Dhruv Muchhal	22 Jun 23	1.78 Yr.

Data below for HDFC Hybrid Debt Fund as on 28 Feb 25

Asset Allocation

Asset Class	Value
Cash	3.43%
Equity	19.86%
Debt	76.43%
Other	0.28%

Equity Sector Allocation

Sector	Value
Financial Services	7.88%
Health Care	2.07%
Technology	2.01%
Energy	1.98%
Industrials	1.61%
Consumer Cyclical	1.37%
Utility	1.2%
Communication Services	0.9%
Consumer Defensive	0.7%
Basic Materials	0.14%

Debt Sector Allocation

Sector	Value
Government	45.46%
Corporate	30.41%
Cash Equivalent	3.43%
Securitized	0.56%

Credit Quality

Rating	Value
AA	12.84%
AAA	87.16%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
7.09% Govt Stock 2054 Sovereign Bonds \| -	4%	₹116 Cr	11,500,000
7.34% Govt Stock 2064 Sovereign Bonds \| -	3%	₹109 Cr	10,500,000
7.23% Government Of India (15/04/2039) Sovereign Bonds \| -	3%	₹103 Cr	10,000,000
7.3% Govt Stock 2053 Sovereign Bonds \| -	2%	₹78 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%	₹75 Cr	7,500,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| ICICIBANK	2%	₹74 Cr	590,000
7.18% Govt Stock 2037 Sovereign Bonds \| -	2%	₹72 Cr	7,000,000
HDFC Bank Ltd (Financial Services) Equity, Since 15 Dec 21 \| HDFCBANK	2%	₹60 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 18.1% 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 (01 Apr 25)	₹487.054 ↓ -3.28 (-0.67 %)
Net Assets (Cr)	₹90,375 on 28 Feb 25
Category	Hybrid - Dynamic Allocation
AMC	HDFC Asset Management Company Limited
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.43
Sharpe Ratio	-0.27
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
31 Mar 20	₹10,000
31 Mar 21	₹15,696
31 Mar 22	₹18,998
31 Mar 23	₹21,519
31 Mar 24	₹30,051
31 Mar 25	₹32,636

HDFC Balanced Advantage Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹598,181.
Net Profit of ₹298,181 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 31 Mar 25

Duration	Returns
1 Month	4.1%
3 Month	-2.7%
6 Month	-5.4%
1 Year	7%
3 Year	18.9%
5 Year	27.2%
10 Year
15 Year
Since launch	18.1%

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	2.59 Yr.
Gopal Agrawal	29 Jul 22	2.59 Yr.
Arun Agarwal	6 Oct 22	2.4 Yr.
Srinivasan Ramamurthy	29 Jul 22	2.59 Yr.
Nirman Morakhia	15 Feb 23	2.04 Yr.
Dhruv Muchhal	22 Jun 23	1.69 Yr.

Data below for HDFC Balanced Advantage Fund as on 28 Feb 25

Asset Allocation

Asset Class	Value
Cash	8.45%
Equity	60.71%
Debt	30.84%

Equity Sector Allocation

Sector	Value
Financial Services	21.86%
Industrials	7.75%
Energy	7.1%
Technology	6.26%
Consumer Cyclical	5.72%
Utility	4.22%
Health Care	4.2%
Communication Services	2.69%
Consumer Defensive	2.59%
Basic Materials	2.04%
Real Estate	1.57%

Debt Sector Allocation

Sector	Value
Government	15.74%
Corporate	14.63%
Cash Equivalent	8.92%

Credit Quality

Rating	Value
AA	0.91%
AAA	99.09%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Mar 22 \| HDFCBANK	6%	₹5,160 Cr	29,787,551 ↓ -4,127,200
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| ICICIBANK	4%	₹3,373 Cr	28,010,724 ↓ -830,900
Infosys Ltd (Technology) Equity, Since 31 Oct 09 \| INFY	3%	₹3,104 Cr	18,390,088 ↑ 2,000,000
Reliance Industries Ltd (Energy) Equity, Since 31 Dec 21 \| RELIANCE	3%	₹2,960 Cr	24,664,288 ↓ -459,500
State Bank of India (Financial Services) Equity, Since 31 May 07 \| SBIN	3%	₹2,718 Cr	39,455,000
7.18% Govt Stock 2033 Sovereign Bonds \| -	3%	₹2,342 Cr	228,533,300
NTPC Ltd (Utilities) Equity, Since 31 Aug 16 \| 532555	2%	₹2,191 Cr	70,337,915
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Jun 12 \| LT	2%	₹2,103 Cr	6,645,683 ↓ -168,950
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Aug 20 \| BHARTIARTL	2%	₹2,069 Cr	13,179,354 ↑ 300,000
Coal India Ltd (Energy) Equity, Since 31 Jan 18 \| COALINDIA	2%	₹2,063 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 9.4% 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 (01 Apr 25)	₹63.068 ↓ -0.27 (-0.42 %)
Net Assets (Cr)	₹5,460 on 28 Feb 25
Category	Hybrid - Equity Savings
AMC	HDFC Asset Management Company Limited
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	2
Sharpe Ratio	-0.62
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
31 Mar 20	₹10,000
31 Mar 21	₹12,956
31 Mar 22	₹14,644
31 Mar 23	₹15,278
31 Mar 24	₹18,135
31 Mar 25	₹19,210

HDFC Equity Savings 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 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 31 Mar 25

Duration	Returns
1 Month	2.2%
3 Month	-0.9%
6 Month	-2.4%
1 Year	5%
3 Year	9.1%
5 Year	14.2%
10 Year
15 Year
Since launch	9.4%

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	20.55 Yr.
Arun Agarwal	17 Sep 04	20.55 Yr.
Srinivasan Ramamurthy	14 Dec 21	3.3 Yr.
Nirman Morakhia	15 Feb 23	2.13 Yr.
Dhruv Muchhal	22 Jun 23	1.78 Yr.

Data below for HDFC Equity Savings Fund as on 28 Feb 25

Asset Allocation

Asset Class	Value
Cash	43.81%
Equity	30.77%
Debt	25.41%

Equity Sector Allocation

Sector	Value
Financial Services	20.24%
Consumer Cyclical	10.51%
Energy	6.22%
Technology	5.93%
Industrials	5.16%
Health Care	4.74%
Consumer Defensive	4.66%
Basic Materials	4.3%
Utility	2.46%
Communication Services	1.76%

Debt Sector Allocation

Sector	Value
Cash Equivalent	42.09%
Corporate	13.8%
Government	11.83%
Securitized	1.51%

Credit Quality

Rating	Value
AA	6.86%
AAA	93.14%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Mar 17 \| HDFCBANK	8%	₹449 Cr	2,593,450
Future on HDFC Bank Ltd Derivatives \| -	5%	-₹286 Cr
Reliance Industries Ltd (Energy) Equity, Since 31 Dec 15 \| RELIANCE	5%	₹275 Cr	2,288,500 ↑ 35,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 May 12 \| ICICIBANK	5%	₹249 Cr	2,071,900
Future on Reliance Industries Ltd Derivatives \| -	4%	-₹204 Cr
Infosys Ltd (Technology) Equity, Since 30 Nov 16 \| INFY	3%	₹191 Cr	1,129,600 ↑ 100,000
United Spirits Ltd (Consumer Defensive) Equity, Since 30 Nov 16 \| UNITDSPR	3%	₹157 Cr	1,225,700
Future on Titan Co Ltd Derivatives \| -	3%	-₹149 Cr
Titan Co Ltd (Consumer Cyclical) Equity, Since 31 Jul 17 \| TITAN	3%	₹148 Cr	479,325 ↑ 700
Future on United Spirits Ltd Derivatives \| -	3%	-₹139 Cr

4. HDFC Multi-Asset Fund

(Erstwhile HDFC Multiple Yield Fund - Plan 2005)

To generate positive returns over medium time frame with low risk of capital loss over medium time frame. However, there can be no assurance that the investment objective of the Scheme will be achieved

HDFC Multi-Asset Fund is a Hybrid - Multi Asset fund was launched on 17 Aug 05. It is a fund with Moderate risk and has given a CAGR/Annualized return of 10.2% since its launch. Ranked 33 in Multi Asset category. Return for 2024 was 13.5% , 2023 was 18% and 2022 was 4.3% .

Below is the key information for HDFC Multi-Asset Fund

HDFC Multi-Asset Fund Growth
Launch Date	17 Aug 05
NAV (01 Apr 25)	₹67.288 ↓ -0.13 (-0.20 %)
Net Assets (Cr)	₹3,837 on 28 Feb 25
Category	Hybrid - Multi Asset
AMC	HDFC Asset Management Company Limited
Rating	☆☆☆
Risk	Moderate
Expense Ratio	1.97
Sharpe Ratio	0.07
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	300
Exit Load	0-15 Months (1%),15 Months and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Mar 20	₹10,000
31 Mar 21	₹14,982
31 Mar 22	₹17,328
31 Mar 23	₹18,249
31 Mar 24	₹22,366
31 Mar 25	₹24,611

HDFC Multi-Asset 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 Multi-Asset Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Mar 25

Duration	Returns
1 Month	3.8%
3 Month	0.4%
6 Month	-2.5%
1 Year	8.9%
3 Year	12.1%
5 Year	20.1%
10 Year
15 Year
Since launch	10.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	13.5%
2023	18%
2022	4.3%
2021	17.9%
2020	20.9%
2019	9.3%
2018	-1.9%
2017	11.8%
2016	8.9%
2015	4.7%

Fund Manager information for HDFC Multi-Asset Fund

Name	Since	Tenure
Anil Bamboli	17 Aug 05	19.63 Yr.
Arun Agarwal	24 Aug 20	4.6 Yr.
Srinivasan Ramamurthy	13 Jan 22	3.22 Yr.
Bhagyesh Kagalkar	2 Feb 22	3.16 Yr.
Nirman Morakhia	15 Feb 23	2.13 Yr.
Dhruv Muchhal	22 Jun 23	1.78 Yr.

Data below for HDFC Multi-Asset Fund as on 28 Feb 25

Asset Allocation

Asset Class	Value
Cash	28.02%
Equity	44.22%
Debt	15.71%
Other	12.04%

Equity Sector Allocation

Sector	Value
Financial Services	19.22%
Consumer Cyclical	10.74%
Energy	6.62%
Technology	5.97%
Consumer Defensive	5.77%
Industrials	4.35%
Basic Materials	4.28%
Health Care	3.92%
Communication Services	2.94%
Utility	1.82%
Real Estate	1.22%

Debt Sector Allocation

Sector	Value
Cash Equivalent	27.41%
Government	7.59%
Corporate	7.55%
Securitized	1.18%

Credit Quality

Rating	Value
AA	6.09%
AAA	93.91%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Gold ETF - \| -	12%	₹470 Cr	64,290,017
Reliance Industries Ltd (Energy) Equity, Since 30 Jun 18 \| RELIANCE	6%	₹224 Cr	1,866,500
HDFC Bank Ltd (Financial Services) Equity, Since 31 May 18 \| HDFCBANK	6%	₹224 Cr	1,291,600
ICICI Bank Ltd (Financial Services) Equity, Since 30 Jun 18 \| ICICIBANK	5%	₹184 Cr	1,525,700
Future on Reliance Industries Ltd Derivatives \| -	4%	-₹159 Cr
Infosys Ltd (Technology) Equity, Since 31 Jan 16 \| INFY	3%	₹130 Cr	768,800 ↑ 45,600
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 31 Mar 23 \| M&M	3%	₹116 Cr	449,425
Future on Mahindra & Mahindra Ltd Derivatives \| -	3%	-₹107 Cr
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Jun 18 \| BHARTIARTL	3%	₹100 Cr	636,925 ↓ -40,125
United Spirits Ltd (Consumer Defensive) Equity, Since 28 Feb 21 \| UNITDSPR	2%	₹89 Cr	692,150

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