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ಸಮತೋಲಿತ ನಿಧಿ ಈಕ್ವಿಟಿ ಮತ್ತು ಸಾಲದ ಉಪಕರಣ ಎರಡರಲ್ಲೂ ಹೂಡಿಕೆ ಮಾಡಲು ಬಯಸುವ ಹೂಡಿಕೆದಾರರಲ್ಲಿ ಹೆಚ್ಚು ಆದ್ಯತೆಯ ಆಯ್ಕೆಯಾಗಿದೆ. ಈ ನಿಧಿಗಳು ಇಕ್ವಿಟಿ ಮತ್ತು ಸಾಲ ಎರಡರ ನಡುವೆ ಸಮತೋಲನವನ್ನು ಸಾಧಿಸಲು ಒಂದು ಮಾರ್ಗವನ್ನು ಒದಗಿಸುತ್ತವೆ. ಈಕ್ವಿಟಿ-ಆಧಾರಿತ ಸಮತೋಲಿತ ನಿಧಿಗಳು ತಮ್ಮ ಕಾರ್ಪಸ್ನ ಹೆಚ್ಚಿನ ಭಾಗವನ್ನು (ಕನಿಷ್ಠ 65%) ಷೇರುಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುತ್ತವೆ. ಆದಾಯವನ್ನು ಆನಂದಿಸಲು ಬಯಸುವ ಹೂಡಿಕೆದಾರರಿಗೆ ಈ ನಿಧಿಗಳು ಸೂಕ್ತವಾಗಿವೆ, ಆದರೆ ಸುರಕ್ಷತಾ ಕುಶನ್. ತಾತ್ತ್ವಿಕವಾಗಿ, ಈಕ್ವಿಟಿಗಳಲ್ಲಿ ತಮ್ಮ ಹೂಡಿಕೆಯನ್ನು ಪ್ರಾರಂಭಿಸಲು ಬಯಸುವ ಹೂಡಿಕೆದಾರರು ತಮ್ಮ ಪೋರ್ಟ್ಫೋಲಿಯೊದಲ್ಲಿ ಸಮತೋಲಿತ ಹಣವನ್ನು ಸೇರಿಸಬಹುದು. ಈ ನಿಧಿಗಳು ಇತರಕ್ಕಿಂತ ಕಡಿಮೆ ಚಂಚಲತೆಯನ್ನು ಹೊಂದಿವೆಇಕ್ವಿಟಿ ಫಂಡ್ಗಳು ಮತ್ತು ಅವರ ಆದಾಯವು ಹೆಚ್ಚುಸಾಲ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್. ಉತ್ತಮ ಫಲಿತಾಂಶಗಳಿಗಾಗಿ, ಹೂಡಿಕೆದಾರರು ಈ ಶಾರ್ಟ್ಲಿಸ್ಟ್ ಮಾಡಲಾದ ಅತ್ಯುತ್ತಮ ಸಮತೋಲಿತ ಇಕ್ವಿಟಿ ಫಂಡ್ಗಳನ್ನು ಪರಿಗಣಿಸಬಹುದುSIP ಹೂಡಿಕೆ.
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Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) JM Equity Hybrid Fund Growth ₹125.736
↑ 1.38 ₹643 500 2.7 11.4 42.1 21.2 25.5 33.8 ICICI Prudential Equity and Debt Fund Growth ₹374.45
↑ 2.96 ₹41,396 100 2.4 9.3 32.6 19.3 22.2 28.2 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹38.73
↑ 0.79 ₹1,000 1,000 4.1 12.9 38.1 19.2 26.9 33.7 UTI Hybrid Equity Fund Growth ₹398.431
↑ 3.42 ₹6,330 500 3.8 12.8 32.2 16 19.3 25.5 Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78 ₹1,954 100 0.5 10.5 27.1 16 14.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Nov 24 ಸಮತೋಲಿತ ಇಕ್ವಿಟಿ
ಮೇಲಿನ AUM/Net ಸ್ವತ್ತುಗಳನ್ನು ಹೊಂದಿರುವ ನಿಧಿಗಳು100 ಕೋಟಿ
. ವಿಂಗಡಿಸಲಾಗಿದೆಕಳೆದ 3 ವರ್ಷದ ರಿಟರ್ನ್
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(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 Below is the key information for JM Equity Hybrid Fund Returns up to 1 year are on (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 Below is the key information for ICICI Prudential Equity and Debt Fund Returns up to 1 year are on (Erstwhile BOI AXA Mid Cap Equity And Debt Fund) The scheme's objective is to provide capital appreciation and income distribution to investors from a portfolio constituting of mid cap equity and equity related securities as well as fixed income securities.However there can be no assurance that the investment objectives of the Scheme will be realized BOI AXA Mid and Small Cap Equity and Debt Fund is a Hybrid - Hybrid Equity fund was launched on 20 Jul 16. It is a fund with Moderately High risk and has given a Below is the key information for BOI AXA Mid and Small Cap Equity and Debt Fund Returns up to 1 year are on (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 Below is the key information for UTI Hybrid Equity Fund Returns up to 1 year are on (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 Below is the key information for Sundaram Equity Hybrid Fund Returns up to 1 year are on 1. JM Equity Hybrid Fund
CAGR/Annualized
return of 13% since its launch. Ranked 35 in Hybrid Equity
category. Return for 2023 was 33.8% , 2022 was 8.1% and 2021 was 22.9% . JM Equity Hybrid Fund
Growth Launch Date 1 Apr 95 NAV (06 Nov 24) ₹125.736 ↑ 1.38 (1.11 %) Net Assets (Cr) ₹643 on 30 Sep 24 Category Hybrid - Hybrid Equity AMC JM Financial Asset Management Limited Rating ☆ Risk Moderately High Expense Ratio 2.36 Sharpe Ratio 2.9 Information Ratio 1.3 Alpha Ratio 14.61 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 31 Oct 19 ₹10,000 31 Oct 20 ₹11,515 31 Oct 21 ₹17,261 31 Oct 22 ₹17,599 31 Oct 23 ₹21,474 31 Oct 24 ₹30,859 Returns for JM Equity Hybrid Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 6 Nov 24 Duration Returns 1 Month -0.8% 3 Month 2.7% 6 Month 11.4% 1 Year 42.1% 3 Year 21.2% 5 Year 25.5% 10 Year 15 Year Since launch 13% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 33.4% Fund Manager information for JM Equity Hybrid Fund
Name Since Tenure Satish Ramanathan 1 Oct 24 0 Yr. Asit Bhandarkar 31 Dec 21 2.75 Yr. Chaitanya Choksi 20 Aug 21 3.12 Yr. Ruchi Fozdar 4 Oct 24 0 Yr. Data below for JM Equity Hybrid Fund as on 30 Sep 24
Asset Allocation
Asset Class Value Cash 81.48% Debt 18.52% Equity Sector Allocation
Sector Value Financial Services 15.86% Technology 10.72% Consumer Defensive 10.34% Health Care 9.43% Consumer Cyclical 9.16% Industrials 8.63% Basic Materials 5.28% Energy 1.41% Real Estate 1.08% Debt Sector Allocation
Sector Value Cash Equivalent 81.48% Government 10.71% Corporate 7.8% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity Future on HDFC Bank Ltd
Derivatives | -5% -₹33 Cr 190,000
↑ 190,000 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 24 | HDFCBANK5% ₹33 Cr 190,000
↑ 90,000 7.1% Govt Stock 2034
Sovereign Bonds | -4% ₹26 Cr 2,550,000
↑ 250,000 Future on ICICI Bank Ltd
Derivatives | -3% -₹21 Cr 163,000
↑ 163,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 21 | ICICIBANK3% ₹21 Cr 163,000
↑ 77,000 07.18 Goi 2028
Sovereign Bonds | -3% ₹18 Cr 1,700,000 Future on Balrampur Chini Mills Ltd
Derivatives | -3% -₹17 Cr 258,994
↑ 258,994 Balrampur Chini Mills Ltd (Consumer Defensive)
Equity, Since 31 Jul 24 | BALRAMCHIN3% ₹17 Cr 258,994
↑ 38,994 Future on ITC Ltd
Derivatives | -2% -₹16 Cr 310,000
↑ 310,000 ITC Ltd (Consumer Defensive)
Equity, Since 31 Aug 24 | ITC2% ₹16 Cr 310,000 2. ICICI Prudential Equity and Debt Fund
CAGR/Annualized
return of 15.6% since its launch. Ranked 7 in Hybrid Equity
category. Return for 2023 was 28.2% , 2022 was 11.7% and 2021 was 41.7% . ICICI Prudential Equity and Debt Fund
Growth Launch Date 3 Nov 99 NAV (06 Nov 24) ₹374.45 ↑ 2.96 (0.80 %) Net Assets (Cr) ₹41,396 on 30 Sep 24 Category Hybrid - Hybrid Equity AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.78 Sharpe Ratio 3.41 Information Ratio 2.09 Alpha Ratio 7.75 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 31 Oct 19 ₹10,000 31 Oct 20 ₹9,198 31 Oct 21 ₹15,945 31 Oct 22 ₹17,634 31 Oct 23 ₹20,357 31 Oct 24 ₹27,284 Returns for ICICI Prudential Equity and Debt Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 6 Nov 24 Duration Returns 1 Month -1.8% 3 Month 2.4% 6 Month 9.3% 1 Year 32.6% 3 Year 19.3% 5 Year 22.2% 10 Year 15 Year Since launch 15.6% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 45.6% Fund Manager information for ICICI Prudential Equity and Debt Fund
Name Since Tenure Sankaran Naren 7 Dec 15 8.82 Yr. Manish Banthia 19 Sep 13 11.04 Yr. Mittul Kalawadia 29 Dec 20 3.76 Yr. Akhil Kakkar 22 Jan 24 0.69 Yr. Sri Sharma 30 Apr 21 3.42 Yr. Sharmila D’mello 31 Jul 22 2.17 Yr. Data below for ICICI Prudential Equity and Debt Fund as on 30 Sep 24
Asset Allocation
Asset Class Value Cash 16.21% Equity 68.06% Debt 14.99% Equity Sector Allocation
Sector Value Financial Services 18.98% Consumer Cyclical 11.57% Utility 6.93% Energy 6.16% Health Care 6.01% Communication Services 4.82% Industrials 4.72% Technology 2.86% Consumer Defensive 2.61% Basic Materials 1.94% Real Estate 1.51% Debt Sector Allocation
Sector Value Corporate 12.9% Cash Equivalent 12.03% Government 7% Credit Quality
Rating Value A 3.78% AA 30.35% AAA 65.87% Top Securities Holdings / Portfolio
Name Holding Value Quantity NTPC Ltd (Utilities)
Equity, Since 28 Feb 17 | 5325557% ₹2,784 Cr 62,807,600
↓ -6,361,500 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | ICICIBANK6% ₹2,492 Cr 19,579,632 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | HDFCBANK5% ₹2,213 Cr 12,775,772
↓ -394,900 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | MARUTI5% ₹2,089 Cr 1,578,091 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 16 | BHARTIARTL4% ₹1,679 Cr 9,820,680
↓ -303,525 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 May 16 | SUNPHARMA4% ₹1,650 Cr 8,561,834
↓ -482,300 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 22 | RELIANCE3% ₹1,185 Cr 4,014,343 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Apr 17 | 5003123% ₹1,133 Cr 38,077,802
↑ 3,600,301 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 28 Feb 18 | 5323433% ₹1,091 Cr 3,840,285 Govt Stock 22092033
Sovereign Bonds | -2% ₹829 Cr 80,746,220 3. BOI AXA Mid and Small Cap Equity and Debt Fund
CAGR/Annualized
return of 17.7% since its launch. Return for 2023 was 33.7% , 2022 was -4.8% and 2021 was 54.5% . BOI AXA Mid and Small Cap Equity and Debt Fund
Growth Launch Date 20 Jul 16 NAV (06 Nov 24) ₹38.73 ↑ 0.79 (2.08 %) Net Assets (Cr) ₹1,000 on 30 Sep 24 Category Hybrid - Hybrid Equity AMC BOI AXA Investment Mngrs Private Ltd Rating Risk Moderately High Expense Ratio 2.68 Sharpe Ratio 2.27 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Oct 19 ₹10,000 31 Oct 20 ₹11,496 31 Oct 21 ₹18,828 31 Oct 22 ₹18,853 31 Oct 23 ₹22,801 31 Oct 24 ₹31,596 Returns for BOI AXA Mid and Small Cap Equity and Debt Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 6 Nov 24 Duration Returns 1 Month 0.3% 3 Month 4.1% 6 Month 12.9% 1 Year 38.1% 3 Year 19.2% 5 Year 26.9% 10 Year 15 Year Since launch 17.7% Historical performance (Yearly) on absolute basis
Year Returns 2023 33.7% 2022 -4.8% 2021 54.5% 2020 31.1% 2019 -4.7% 2018 -14.2% 2017 47.1% 2016 2015 2014 Fund Manager information for BOI AXA Mid and Small Cap Equity and Debt Fund
Name Since Tenure Alok Singh 16 Feb 17 7.63 Yr. Data below for BOI AXA Mid and Small Cap Equity and Debt Fund as on 30 Sep 24
Asset Allocation
Asset Class Value Cash 9.91% Equity 72.78% Debt 17.31% Equity Sector Allocation
Sector Value Basic Materials 13.28% Industrials 12.22% Consumer Cyclical 10.55% Financial Services 9.28% Technology 8.54% Health Care 7% Energy 5.22% Consumer Defensive 2.84% Communication Services 2.64% Utility 1.2% Debt Sector Allocation
Sector Value Government 11.54% Corporate 10.33% Cash Equivalent 5.35% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity Jindal Stainless Ltd (Basic Materials)
Equity, Since 30 Sep 21 | JSL3% ₹30 Cr 385,000 Oil India Ltd (Energy)
Equity, Since 31 Mar 23 | OIL3% ₹28 Cr 475,000
↓ -55,000 Castrol India Ltd (Energy)
Equity, Since 31 Jan 24 | 5008702% ₹25 Cr 1,001,000 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Jul 19 | UNOMINDA2% ₹22 Cr 200,000
↓ -42,000 Indian Railway Finance Corporation Limited
Debentures | -2% ₹20 Cr 2,000,000 National Bank For Agriculture And Rural Development
Debentures | -2% ₹20 Cr 2,000,000
↑ 2,000,000 Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Dec 23 | DEEPAKNTR2% ₹19 Cr 67,000
↑ 17,000 Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 31 Jul 23 | ERIS2% ₹18 Cr 138,000
↑ 17,000 Nippon Life India Asset Management Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Jan 24 | NAM-INDIA2% ₹18 Cr 280,000
↑ 41,000 Small Industries Development Bank Of India
Debentures | -2% ₹18 Cr 1,800,000
↑ 1,800,000 4. UTI Hybrid Equity Fund
CAGR/Annualized
return of 15.4% since its launch. Ranked 12 in Hybrid Equity
category. Return for 2023 was 25.5% , 2022 was 5.6% and 2021 was 30.5% . UTI Hybrid Equity Fund
Growth Launch Date 2 Jan 95 NAV (06 Nov 24) ₹398.431 ↑ 3.42 (0.87 %) Net Assets (Cr) ₹6,330 on 30 Sep 24 Category Hybrid - Hybrid Equity AMC UTI Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.91 Sharpe Ratio 3.09 Information Ratio 1.6 Alpha Ratio 4.63 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 31 Oct 19 ₹10,000 31 Oct 20 ₹9,981 31 Oct 21 ₹15,350 31 Oct 22 ₹15,900 31 Oct 23 ₹18,031 31 Oct 24 ₹24,066 Returns for UTI Hybrid Equity Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 6 Nov 24 Duration Returns 1 Month -1.1% 3 Month 3.8% 6 Month 12.8% 1 Year 32.2% 3 Year 16% 5 Year 19.3% 10 Year 15 Year Since launch 15.4% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 32.8% Fund Manager information for UTI Hybrid Equity Fund
Name Since Tenure V Srivatsa 24 Sep 09 15.03 Yr. Sunil Patil 5 Feb 18 6.66 Yr. Data below for UTI Hybrid Equity Fund as on 30 Sep 24
Asset Allocation
Asset Class Value Cash 2.43% Equity 70.45% Debt 27.12% Equity Sector Allocation
Sector Value Financial Services 23.41% Consumer Cyclical 8.71% Technology 7.7% Basic Materials 5.24% Health Care 5.23% Consumer Defensive 4.95% Industrials 4.68% Communication Services 4.16% Energy 3.02% Utility 2.25% Real Estate 1.09% Debt Sector Allocation
Sector Value Government 22.18% Corporate 4.94% Cash Equivalent 2.43% Credit Quality
Rating Value AA 2.34% AAA 97.66% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 29 Feb 20 | HDFCBANK6% ₹406 Cr 2,341,646 07.18 Goi 2028
Sovereign Bonds | -5% ₹335 Cr 3,250,000,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 10 | ICICIBANK5% ₹310 Cr 2,433,077 07.23 Goi 2064
Sovereign Bonds | -4% ₹270 Cr 2,600,000,000
↑ 350,000,000 Infosys Ltd (Technology)
Equity, Since 31 Mar 06 | INFY4% ₹229 Cr 1,222,682 ITC Ltd (Consumer Defensive)
Equity, Since 31 Aug 06 | ITC3% ₹220 Cr 4,242,150 7.1% Govt Stock 2034
Sovereign Bonds | -3% ₹210 Cr 2,050,000,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 19 | RELIANCE3% ₹191 Cr 646,756 7.41% Govt Stock 2036
Sovereign Bonds | -2% ₹131 Cr 1,250,000,000 7.32% Govt Stock 2030
Sovereign Bonds | -2% ₹124 Cr 1,200,000,000 5. Sundaram Equity Hybrid Fund
CAGR/Annualized
return of 12.8% since its launch. Ranked 25 in Hybrid Equity
category. . 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 31 Oct 19 ₹10,000 31 Oct 20 ₹9,832 31 Oct 21 ₹14,249 Returns for Sundaram Equity Hybrid Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 6 Nov 24 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 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 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