7 മികച്ച അഗ്രസീവ് ഹൈബ്രിഡ് മ്യൂച്വൽ ഫണ്ടുകൾ 2022 | ഫിൻകാഷ്

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അഗ്രസീവ് ഹൈബ്രിഡ് ഫണ്ടുകൾ എന്തൊക്കെയാണ്?
ആരാണ് നിക്ഷേപിക്കേണ്ടത്?
മികച്ച 7 മികച്ച പ്രകടനം കാഴ്ചവയ്ക്കുന്ന അഗ്രസീവ് ഹൈബ്രിഡ് ഫണ്ടുകൾ 2022
അഗ്രസീവ് ഹൈബ്രിഡ് ഫണ്ടുകളിൽ (ബാലൻസ്ഡ് ഫണ്ടുകൾ) ഒരാൾ എന്തിന് നിക്ഷേപിക്കണം
- പുതുമുഖ നിക്ഷേപകൻ
- ഉയർന്ന വരുമാനം + സ്ഥിരതയുള്ള വളർച്ച
അഗ്രസീവ് ഹൈബ്രിഡ് ഫണ്ടുകളിൽ ഓൺലൈനിൽ എങ്ങനെ നിക്ഷേപിക്കാം?
Top 7 Hybrid - Hybrid Equity Funds

7 മികച്ച അഗ്രസീവ് ഹൈബ്രിഡ് മ്യൂച്വൽ ഫണ്ടുകൾ 2022

Updated on February 5, 2025 , 26651 views

ആക്രമണകാരിഹൈബ്രിഡ് ഫണ്ട് ലേക്ക് ചായാൻ ആഗ്രഹിക്കുന്ന നിക്ഷേപകർക്ക് അനുയോജ്യമാണ്നിക്ഷേപിക്കുന്നു ഇൻഇക്വിറ്റി ഫണ്ടുകൾ, എന്നാൽ അതേ സമയം പോർട്ട്ഫോളിയോയിൽ സ്ഥിരത ആഗ്രഹിക്കുന്നു. ഈ ഫണ്ട് ഇക്വിറ്റിയുടെയും ഹൈബ്രിഡ് ഫണ്ടിന്റെയും മിശ്രിതമാണ്. എന്നാൽ, ഈ ഫണ്ടിൽ ഇക്വിറ്റി ഉപകരണത്തിന്റെ ഭാഗം കൂടുതലായതിനാൽ, ഇതിനെ അഗ്രസീവ് ഹൈബ്രിഡ് ഫണ്ട് എന്ന് വിളിക്കുന്നു. ഈ വിഭാഗത്തിൽ നിന്ന് നല്ല ഫണ്ടുകൾ തിരഞ്ഞെടുക്കുന്നതിന് ഒരു ഗൈഡ് ആവശ്യമുള്ള നിക്ഷേപകർക്ക്, നിക്ഷേപിക്കുന്നതിനുള്ള മികച്ച അഗ്രസീവ് ഹൈബ്രിഡ് ഫണ്ടുകളിൽ ചിലത് ഞങ്ങൾ ഷോർട്ട്‌ലിസ്റ്റ് ചെയ്തിട്ടുണ്ട്.

അഗ്രസീവ് ഹൈബ്രിഡ് ഫണ്ടുകൾ എന്തൊക്കെയാണ്?

അഗ്രസീവ് ഹൈബ്രിഡ് ഫണ്ട് അതിന്റെ മൊത്തം ആസ്തിയുടെ 65 മുതൽ 85 ശതമാനം വരെ ഇക്വിറ്റിയുമായി ബന്ധപ്പെട്ട ഉപകരണങ്ങളിലും 20 മുതൽ 35 ശതമാനം വരെ ഡെറ്റ് ഉപകരണങ്ങളിലും നിക്ഷേപിക്കും. ഫണ്ടിന്റെ പരമാവധി അലോക്കേഷൻ ഇക്വിറ്റി ആയതിനാൽ, ഇതിനെ ഒരു ഹൈബ്രിഡ് ഇക്വിറ്റി ഫണ്ട് എന്നും വിളിക്കാം.

ഈ ഫണ്ടിന് ഒരു ഡെറ്റ് ഉപകരണത്തിന്റെ ഒരു ഭാഗം ഉള്ളതിനാൽ, അവ ശുദ്ധമായ ഇക്വിറ്റിയേക്കാൾ താരതമ്യേന അസ്ഥിരമാണ്മ്യൂച്വൽ ഫണ്ടുകൾ. എന്നിരുന്നാലും, അതിന്റെ കോർപ്പസിന്റെ 65 ശതമാനം (അല്ലെങ്കിൽ അതിൽ കൂടുതൽ) ഇക്വിറ്റികളിൽ നിക്ഷേപിക്കുന്ന ഒരു സ്കീമിനെ അപകടരഹിത നിക്ഷേപമായി കണക്കാക്കാനാവില്ല.

ആരാണ് നിക്ഷേപിക്കേണ്ടത്?

എനിക്ഷേപകൻ നിക്ഷേപത്തിൽ ചില അപകടസാധ്യതകൾ സഹിക്കാൻ കഴിയുന്നവർക്ക് അഗ്രസീവ് ഹൈബ്രിഡ് ഫണ്ടുകളിൽ നിക്ഷേപിക്കുന്നത് പരിഗണിക്കാം. കൂടാതെ, ഇക്വിറ്റികളിൽ നിക്ഷേപിക്കാൻ ആഗ്രഹിക്കുന്ന, എന്നാൽ അതേ സമയം സുരക്ഷിതമായ വഴി സ്വീകരിക്കാൻ ആഗ്രഹിക്കുന്ന ഒരു നിക്ഷേപകന് ഈ ഫണ്ടിൽ നിന്ന് ആരംഭിക്കാം.

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മികച്ച 7 മികച്ച പ്രകടനം കാഴ്ചവയ്ക്കുന്ന അഗ്രസീവ് ഹൈബ്രിഡ് ഫണ്ടുകൾ 2022

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2023 (%)
JM Equity Hybrid Fund Growth	₹117.172 ↓ -0.22	₹763	-6.4	-6.1	10.9	20.2	22.5	27
ICICI Prudential Equity and Debt Fund Growth	₹364.05 ↑ 0.08	₹39,770	-2.1	-1.6	11.6	17.5	21	17.2
Sundaram Equity Hybrid Fund Growth	₹135.137 ↑ 0.78	₹1,954	0.5	10.5	27.1	16	14.2
UTI Hybrid Equity Fund Growth	₹386.515 ↓ -0.20	₹6,099	-2.4	-0.6	14.4	15.7	17.9	19.7
BOI AXA Mid and Small Cap Equity and Debt Fund Growth	₹36.15 ↑ 0.02	₹1,108	-6.3	-5	9.8	15.1	22.8	25.8
Baroda Pioneer Hybrid Equity Fund Growth	₹81.2894 ↑ 0.36	₹389	-3.5	-0.8	14.8	14.3	11.2
Nippon India Equity Hybrid Fund Growth	₹98.2302 ↑ 0.07	₹3,844	-3.8	-1.4	9.9	14.1	12.4	16.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Feb 25

*അടിസ്ഥാനത്തിലുള്ള ഫണ്ടുകളുടെ ലിസ്റ്റ്ആസ്തി >= 200 കോടി & അടുക്കി3 വർഷംസിഎജിആർ മടങ്ങുക.

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 12.6% 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 (07 Feb 25)	₹117.172 ↓ -0.22 (-0.19 %)
Net Assets (Cr)	₹763 on 31 Dec 24
Category	Hybrid - Hybrid Equity
AMC	JM Financial Asset Management Limited
Rating	☆
Risk	Moderately High
Expense Ratio	2.36
Sharpe Ratio	1.51
Information Ratio	1.64
Alpha Ratio	11.96
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 Jan 20	₹10,000
31 Jan 21	₹12,883
31 Jan 22	₹16,402
31 Jan 23	₹17,278
31 Jan 24	₹25,217
31 Jan 25	₹27,990

JM Equity Hybrid Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691 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 7 Feb 25

Duration	Returns
1 Month	-4.3%
3 Month	-6.4%
6 Month	-6.1%
1 Year	10.9%
3 Year	20.2%
5 Year	22.5%
10 Year
15 Year
Since launch	12.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	27%
2022	33.8%
2021	8.1%
2020	22.9%
2019	30.5%
2018	-8.1%
2017	1.7%
2016	18.5%
2015	3%
2014	-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 Dec 24

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 15.3% 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 (07 Feb 25)	₹364.05 ↑ 0.08 (0.02 %)
Net Assets (Cr)	₹39,770 on 31 Dec 24
Category	Hybrid - Hybrid Equity
AMC	ICICI Prudential Asset Management Company Limited
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.78
Sharpe Ratio	1.04
Information Ratio	1.68
Alpha Ratio	3.28
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 Jan 20	₹10,000
31 Jan 21	₹11,044
31 Jan 22	₹16,257
31 Jan 23	₹17,374
31 Jan 24	₹23,128
31 Jan 25	₹26,099

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 7 Feb 25

Duration	Returns
1 Month	-0.4%
3 Month	-2.1%
6 Month	-1.6%
1 Year	11.6%
3 Year	17.5%
5 Year	21%
10 Year
15 Year
Since launch	15.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	17.2%
2022	28.2%
2021	11.7%
2020	41.7%
2019	9%
2018	9.3%
2017	-1.9%
2016	24.8%
2015	13.7%
2014	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 Dec 24

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
31 Jan 20	₹10,000
31 Jan 21	₹10,835

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 7 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
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

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 15.1% 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 (07 Feb 25)	₹386.515 ↓ -0.20 (-0.05 %)
Net Assets (Cr)	₹6,099 on 31 Dec 24
Category	Hybrid - Hybrid Equity
AMC	UTI Asset Management Company Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.91
Sharpe Ratio	1.36
Information Ratio	1.75
Alpha Ratio	5.45
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 Jan 20	₹10,000
31 Jan 21	₹11,337
31 Jan 22	₹14,863
31 Jan 23	₹15,465
31 Jan 24	₹19,783
31 Jan 25	₹22,771

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 7 Feb 25

Duration	Returns
1 Month	-1.9%
3 Month	-2.4%
6 Month	-0.6%
1 Year	14.4%
3 Year	15.7%
5 Year	17.9%
10 Year
15 Year
Since launch	15.1%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	19.7%
2022	25.5%
2021	5.6%
2020	30.5%
2019	13.2%
2018	2.5%
2017	-5.6%
2016	25.7%
2015	8.8%
2014	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 Dec 24

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. BOI AXA Mid and Small Cap Equity and Debt Fund

(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 CAGR/Annualized return of 16.2% since its launch. Return for 2024 was 25.8% , 2023 was 33.7% and 2022 was -4.8% .

Below is the key information for BOI AXA Mid and Small Cap Equity and Debt Fund

BOI AXA Mid and Small Cap Equity and Debt Fund Growth
Launch Date	20 Jul 16
NAV (07 Feb 25)	₹36.15 ↑ 0.02 (0.06 %)
Net Assets (Cr)	₹1,108 on 31 Dec 24
Category	Hybrid - Hybrid Equity
AMC	BOI AXA Investment Mngrs Private Ltd
Rating	Not Rated
Risk	Moderately High
Expense Ratio	2.68
Sharpe Ratio	1.66
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 Jan 20	₹10,000
31 Jan 21	₹12,151
31 Jan 22	₹18,348
31 Jan 23	₹17,802
31 Jan 24	₹25,090
31 Jan 25	₹27,755

BOI AXA Mid and Small Cap Equity and Debt Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691 Invest Now

Returns for BOI AXA Mid and Small Cap 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 7 Feb 25

Duration	Returns
1 Month	-6.8%
3 Month	-6.3%
6 Month	-5%
1 Year	9.8%
3 Year	15.1%
5 Year	22.8%
10 Year
15 Year
Since launch	16.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	25.8%
2022	33.7%
2021	-4.8%
2020	54.5%
2019	31.1%
2018	-4.7%
2017	-14.2%
2016	47.1%
2015
2014

Fund Manager information for BOI AXA Mid and Small Cap Equity and Debt Fund

Name	Since	Tenure
Alok Singh	16 Feb 17	7.96 Yr.

Data below for BOI AXA Mid and Small Cap Equity and Debt Fund as on 31 Dec 24

Asset Allocation

Asset Class	Value
Cash	9.16%
Equity	76.16%
Debt	14.68%

Equity Sector Allocation

Sector	Value
Financial Services	13.73%
Technology	12.2%
Basic Materials	11.66%
Industrials	11.24%
Consumer Cyclical	10.83%
Health Care	6.98%
Consumer Defensive	3.63%
Communication Services	2.88%
Energy	1.78%
Utility	1.21%

Debt Sector Allocation

Sector	Value
Government	8.72%
Cash Equivalent	8.47%
Corporate	6.65%

Credit Quality

Rating	Value
AA	2.12%
AAA	97.88%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Coforge Ltd (Technology) Equity, Since 31 May 20 \| COFORGE	4%	₹42 Cr	43,000 ↑ 14,000
Swan Energy Ltd (Industrials) Equity, Since 31 Dec 23 \| SWANENERGY	3%	₹32 Cr	440,000 ↑ 85,000
Jindal Stainless Ltd (Basic Materials) Equity, Since 30 Sep 21 \| JSL	3%	₹29 Cr	410,000
Zaggle Prepaid Ocean Services Ltd (Technology) Equity, Since 31 Aug 24 \| ZAGGLE	2%	₹26 Cr	494,802 ↑ 271,731
Dixon Technologies (India) Ltd (Technology) Equity, Since 31 Dec 23 \| DIXON	2%	₹23 Cr	13,000 ↑ 1,500
Nippon Life India Asset Management Ltd Ordinary Shares (Financial Services) Equity, Since 31 Jan 24 \| NAM-INDIA	2%	₹23 Cr	315,000
PB Fintech Ltd (Financial Services) Equity, Since 29 Feb 24 \| 543390	2%	₹23 Cr	107,000 ↑ 6,000
UNO Minda Ltd (Consumer Cyclical) Equity, Since 31 Jul 19 \| UNOMINDA	2%	₹21 Cr	200,000
HEG Ltd (Industrials) Equity, Since 31 Dec 22 \| HEG	2%	₹21 Cr	404,000 ↑ 54,000
Indian Railway Finance Corporation Limited Debentures \| -	2%	₹20 Cr	2,000,000

6. 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
31 Jan 20	₹10,000
31 Jan 21	₹11,255
31 Jan 22	₹13,766
31 Jan 23	₹13,457

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 7 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
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014

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

7. Baroda Pioneer Hybrid Equity Fund

(Erstwhile Baroda Pioneer Balance Fund)

The scheme is targeted for long-term capital appreciation along with stability through a well balanced portfolio comprising of equity,equity related instruments, money market instrument and debt securities.

Baroda Pioneer Hybrid Equity Fund is a Hybrid - Hybrid Equity fund was launched on 12 Sep 03. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12% since its launch. Ranked 21 in Hybrid Equity category. .

Below is the key information for Baroda Pioneer Hybrid Equity Fund

Baroda Pioneer Hybrid Equity Fund Growth
Launch Date	12 Sep 03
NAV (11 Mar 22)	₹81.2894 ↑ 0.36 (0.45 %)
Net Assets (Cr)	₹389 on 31 Jan 22
Category	Hybrid - Hybrid Equity
AMC	Baroda Pioneer Asset Management Co. Ltd.
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	2.48
Sharpe Ratio	2.59
Information Ratio	-0.07
Alpha Ratio	6.53
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.

Date	Value
31 Jan 20	₹10,000
31 Jan 21	₹11,366
31 Jan 22	₹14,764

Baroda Pioneer Hybrid Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518 Invest Now

Returns for Baroda Pioneer 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 7 Feb 25

Duration	Returns
1 Month	-2.8%
3 Month	-3.5%
6 Month	-0.8%
1 Year	14.8%
3 Year	14.3%
5 Year	11.2%
10 Year
15 Year
Since launch	12%

Historical performance (Yearly) on absolute basis

Year	Returns
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014

Fund Manager information for Baroda Pioneer Hybrid Equity Fund

Name	Since	Tenure

Data below for Baroda Pioneer Hybrid Equity Fund as on 31 Jan 22

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

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