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8 മികച്ച ഡൈനാമിക് അസറ്റ് അലോക്കേഷൻ മ്യൂച്വൽ ഫണ്ടുകൾ നിക്ഷേപിക്കാൻ 2022 | Fincash.com

ഫിൻകാഷ് »മ്യൂച്വൽ ഫണ്ടുകൾ »മികച്ച ഡൈനാമിക് അസറ്റ് അലോക്കേഷൻ ഫണ്ടുകൾ

2022-ൽ നിക്ഷേപിക്കാനുള്ള 8 മികച്ച ഡൈനാമിക് അസറ്റ് അലോക്കേഷൻ ഫണ്ടുകൾ

Updated on November 10, 2024 , 35392 views

കടത്തിലോ ഇക്വിറ്റിയിലോ നിക്ഷേപിക്കണോ എന്ന് ആശയക്കുഴപ്പത്തിലായ നിക്ഷേപകർ, ഇതാ ഒരു എളുപ്പവഴി- ഡൈനാമിക്സിൽ നിക്ഷേപിക്കുകഅസറ്റ് അലോക്കേഷൻ (DAA) ഫണ്ട്. ഈ ഫണ്ടുകൾ ഇക്വിറ്റിയിലും ഡെറ്റ് ഉപകരണങ്ങളിലുമുള്ള അവരുടെ നിക്ഷേപങ്ങൾ ചലനാത്മകമായി കൈകാര്യം ചെയ്യുന്നു. ഈ ഫണ്ട് ഹൈബ്രിഡ് വിഭാഗത്തിൽ പെടുന്നുമ്യൂച്വൽ ഫണ്ടുകൾ. തങ്ങളുടെ റിസ്ക്-വിശപ്പിനെക്കുറിച്ച് ആശയക്കുഴപ്പത്തിലായ അല്ലെങ്കിൽ പോർട്ട്ഫോളിയോ അലോക്കേഷനെ കുറിച്ച് കൂടുതൽ ഇല്ലാത്ത നിക്ഷേപകർക്ക് ഡൈനാമിക് അസറ്റ് അലോക്കേഷൻ ഫണ്ടുകൾ കണ്ടെത്താനാകും.

ഡൈനാമിക് അസറ്റ് അലോക്കേഷൻ ഫണ്ടുകൾ എന്തൊക്കെയാണ്?

ഡൈനാമിക് അസറ്റ് അലോക്കേഷൻ ഫണ്ടുകൾ ഡെറ്റ്, ഇക്വിറ്റി ഇൻസ്ട്രുമെന്റ് എന്നിവയിൽ മുൻകൂട്ടി നിശ്ചയിച്ചിട്ടുള്ളതിനെ അടിസ്ഥാനമാക്കി നിക്ഷേപിക്കുന്നുവിപണി PE അനുപാതം പോലുള്ള സൂചകങ്ങൾ. PE അനുപാതം വിലയാണ്വരുമാനം, നിക്ഷേപകർ ഉപയോഗിക്കുന്ന ഏറ്റവും പ്രാഥമിക മൂല്യനിർണ്ണയ ഉപകരണം. ഡൈനാമിക് അസറ്റ് അലോക്കേഷനിൽ, S&P BSE 100 പോലെയുള്ള വിശാലമായ സൂചികയുടെ PE അനുപാതം ഒരു നിശ്ചിത തലത്തിന് മുകളിലാണെങ്കിൽ, സ്കീം അതിന്റെ ഇക്വിറ്റി പോർട്ട്ഫോളിയോയുടെ ഒരു ഭാഗം വിൽക്കുകയും ഡെറ്റ് സെക്യൂരിറ്റികളിലെ നിക്ഷേപത്തിന്റെ ഭാഗം വർദ്ധിപ്പിക്കുകയും ചെയ്യും.

അതുപോലെ, ഇക്വിറ്റി മാർക്കറ്റ് മെച്ചപ്പെടുകയും PE അനുപാതം മുൻകൂട്ടി നിശ്ചയിച്ച നിലയിലെത്തുകയും ചെയ്യുമ്പോൾ, ഡൈനാമിക് അസറ്റ് അലോക്കേഷൻ അതിന്റെ ഇക്വിറ്റി ഉപകരണങ്ങളിലേക്കുള്ള എക്സ്പോഷർ വീണ്ടും വർദ്ധിപ്പിക്കുകയും ഡെറ്റ് നിക്ഷേപങ്ങളുടെ ഭാഗം കുറയ്ക്കുകയും ചെയ്യും. ഈ തന്ത്രം കാരണം, ഈ ഫണ്ടുകൾ അസ്ഥിരമായ സമയങ്ങളിൽ മികച്ച നിക്ഷേപമായി കണക്കാക്കപ്പെടുന്നു.

ഈ ഫണ്ടുകളുടെ ഒരു പ്രധാന നേട്ടം അവ റിസ്ക് നന്നായി കൈകാര്യം ചെയ്യുന്നു എന്നതാണ്. അപകടസാധ്യത കുറയ്ക്കുന്നതിന്, അവർ ഇക്വിറ്റി, കടം തുടങ്ങിയ വ്യത്യസ്ത ആസ്തികളിൽ നിക്ഷേപിക്കുന്നു. ശുദ്ധമായ ഡെറ്റ് അല്ലെങ്കിൽ ഇക്വിറ്റി പ്ലാനുകളിൽ നിന്ന് ഡൈനാമിക് അസറ്റ് അലോക്കേഷൻ ഫണ്ടുകളെ അദ്വിതീയമാക്കുന്നത് ഒരു പ്രത്യേക അസറ്റ് ക്ലാസിൽ നിക്ഷേപം തുടരാൻ നിർബന്ധിതരല്ല എന്നതാണ്, മാർക്കറ്റ് സാഹചര്യത്തിനനുസരിച്ച് അവർക്ക് അവരുടെ പോർട്ട്ഫോളിയോ സജീവമായി പുനർനിർമ്മിക്കാൻ കഴിയും.

FY 22 - 23 നിക്ഷേപിക്കുന്നതിനുള്ള മികച്ച 8 മികച്ച പ്രവർത്തനക്ഷമതയുള്ള ഡൈനാമിക് അസറ്റ് അലോക്കേഷൻ ഫണ്ടുകൾ

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
HDFC Balanced Advantage Fund Growth ₹497.403
↓ -3.67
₹96,536-1.47.828.420.22031.3
ICICI Prudential Balanced Advantage Fund Growth ₹69.23
↓ -0.34
₹62,05106.91911.61316.5
Invesco India Dynamic Equity Fund Growth ₹52.25
↓ -0.19
₹88918.523.311.511.720.1
Axis Dynamic Equity Fund Growth ₹20.2
↓ -0.11
₹2,577212.127.211.512.420
Nippon India Balanced Advantage Fund Growth ₹168.522
↓ -1.00
₹8,950-0.7721.210.912.617.5
Aditya Birla Sun Life Balanced Advantage Fund Growth ₹99.89
↓ -0.45
₹7,701-0.28.420.410.412.616.5
Motilal Oswal Dynamic Fund Growth ₹21.2926
↓ -0.20
₹1,316-1.510.515.510.310.224.1
L&T Dynamic Equity Fund Growth ₹42.21
↓ -0.11
₹1,5101.59.320.810.311.118
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 12 Nov 24
*അടിസ്ഥാനത്തിലുള്ള ഫണ്ടുകൾക്കായുള്ള ലിസ്റ്റ്ആസ്തി> = 200 കോടി & അടുക്കി3 വർഷംസിഎജിആർ മടങ്ങുക.

1. 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 18.5% since its launch.  Ranked 23 in Dynamic Allocation category.  Return for 2023 was 31.3% , 2022 was 18.8% and 2021 was 26.4% .

Below is the key information for HDFC Balanced Advantage Fund

HDFC Balanced Advantage Fund
Growth
Launch Date 11 Sep 00
NAV (12 Nov 24) ₹497.403 ↓ -3.67   (-0.73 %)
Net Assets (Cr) ₹96,536 on 30 Sep 24
Category Hybrid - Dynamic Allocation
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.43
Sharpe Ratio 2.75
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.

DateValue
31 Oct 19₹10,000
31 Oct 20₹8,901
31 Oct 21₹14,022
31 Oct 22₹15,913
31 Oct 23₹18,913
31 Oct 24₹25,111

HDFC Balanced Advantage Fund 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 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 12 Nov 24

DurationReturns
1 Month -2.1%
3 Month -1.4%
6 Month 7.8%
1 Year 28.4%
3 Year 20.2%
5 Year 20%
10 Year
15 Year
Since launch 18.5%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 51.8%
Fund Manager information for HDFC Balanced Advantage Fund
NameSinceTenure
Anil Bamboli29 Jul 222.26 Yr.
Gopal Agrawal29 Jul 222.26 Yr.
Arun Agarwal6 Oct 222.07 Yr.
Srinivasan Ramamurthy29 Jul 222.26 Yr.
Nirman Morakhia15 Feb 231.71 Yr.
Dhruv Muchhal22 Jun 231.36 Yr.

Data below for HDFC Balanced Advantage Fund as on 30 Sep 24

Asset Allocation
Asset ClassValue
Cash19.39%
Equity50.78%
Debt29.83%
Equity Sector Allocation
SectorValue
Financial Services22.26%
Industrials9.44%
Energy7.88%
Utility5.23%
Technology4.45%
Health Care4.12%
Consumer Cyclical3.85%
Consumer Defensive2.96%
Communication Services2.57%
Basic Materials1.97%
Real Estate1.33%
Debt Sector Allocation
SectorValue
Cash Equivalent19.39%
Government17.27%
Corporate12.56%
Credit Quality
RatingValue
AA2.33%
AAA97.67%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 22 | HDFCBANK
6%₹6,160 Cr35,564,751
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
4%₹3,537 Cr27,787,724
NTPC Ltd (Utilities)
Equity, Since 31 Aug 16 | 532555
3%₹3,140 Cr70,855,915
↓ -1,000,000
State Bank of India (Financial Services)
Equity, Since 31 May 07 | SBIN
3%₹3,109 Cr39,455,000
↑ 722,250
Coal India Ltd (Energy)
Equity, Since 31 Jan 18 | COALINDIA
3%₹2,922 Cr57,282,114
7.38% Govt Stock 2027
Sovereign Bonds | -
3%₹2,773 Cr272,581,800
Infosys Ltd (Technology)
Equity, Since 31 Oct 09 | INFY
3%₹2,497 Cr13,314,298
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 12 | LT
2%₹2,379 Cr6,473,583
07.18 Goi 2033
Sovereign Bonds | -
2%₹2,348 Cr228,533,300
ITC Ltd (Consumer Defensive)
Equity, Since 30 Apr 18 | ITC
2%₹2,278 Cr43,955,326
↑ 1,171,200

2. ICICI Prudential Balanced Advantage Fund

The fund objective is to seek low volatility returns by using arbitrage and other derivative strategies in equity markets and investments in short-term debt portfolio.The fund invests in equity with usage of derivatives.

ICICI Prudential Balanced Advantage Fund is a Hybrid - Dynamic Allocation fund was launched on 30 Dec 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.4% since its launch.  Ranked 18 in Dynamic Allocation category.  Return for 2023 was 16.5% , 2022 was 7.9% and 2021 was 15.1% .

Below is the key information for ICICI Prudential Balanced Advantage Fund

ICICI Prudential Balanced Advantage Fund
Growth
Launch Date 30 Dec 06
NAV (12 Nov 24) ₹69.23 ↓ -0.34   (-0.49 %)
Net Assets (Cr) ₹62,051 on 30 Sep 24
Category Hybrid - Dynamic Allocation
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.59
Sharpe Ratio 3.21
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-18 Months (1%),18 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹10,251
31 Oct 21₹13,106
31 Oct 22₹14,033
31 Oct 23₹15,332
31 Oct 24₹18,556

ICICI Prudential Balanced Advantage Fund 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 ICICI Prudential 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 12 Nov 24

DurationReturns
1 Month -2.2%
3 Month 0%
6 Month 6.9%
1 Year 19%
3 Year 11.6%
5 Year 13%
10 Year
15 Year
Since launch 11.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 16.5%
2022 7.9%
2021 15.1%
2020 11.7%
2019 10.8%
2018 2.4%
2017 19%
2016 7.3%
2015 6.7%
2014 29%
Fund Manager information for ICICI Prudential Balanced Advantage Fund
NameSinceTenure
Sankaran Naren14 Jul 177.31 Yr.
Rajat Chandak7 Sep 159.16 Yr.
Manish Banthia18 Nov 0914.96 Yr.
Ihab Dalwai29 Jan 186.76 Yr.
Akhil Kakkar22 Jan 240.78 Yr.
Sri Sharma30 Apr 213.51 Yr.
Sharmila D’mello31 Jul 222.26 Yr.

Data below for ICICI Prudential Balanced Advantage Fund as on 30 Sep 24

Asset Allocation
Asset ClassValue
Cash36.11%
Equity47.11%
Debt16.41%
Equity Sector Allocation
SectorValue
Financial Services17.84%
Consumer Cyclical14.33%
Consumer Defensive7%
Technology6.23%
Industrials5.75%
Basic Materials5.09%
Energy3.36%
Health Care3.08%
Utility2.51%
Communication Services1.88%
Real Estate0.37%
Debt Sector Allocation
SectorValue
Cash Equivalent34.43%
Corporate9.2%
Government6.67%
Securitized2.59%
Credit Quality
RatingValue
A3.89%
AA27.77%
AAA68.33%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Nifty 50 Index
Derivatives | -
8%-₹5,016 Cr1,930,000
↑ 1,930,000
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 16 | 532343
5%₹3,063 Cr10,787,443
↓ -50,239
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 12 | ICICIBANK
4%₹2,645 Cr20,775,205
↓ -1,619,800
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 16 | MARUTI
4%₹2,377 Cr1,795,308
↓ -342,721
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | HDFCBANK
4%₹2,320 Cr13,394,287
↓ -282,700
Infosys Ltd (Technology)
Equity, Since 31 Dec 08 | INFY
3%₹1,954 Cr10,419,568
ITC Ltd (Consumer Defensive)
Equity, Since 30 Jun 13 | ITC
3%₹1,677 Cr32,372,717
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
2%₹1,527 Cr4,153,549
↓ -379,500
8% Govt Stock 2034
Sovereign Bonds | -
2%₹1,509 Cr149,643,240
Embassy Office Parks Reit
Unlisted bonds | -
2%₹1,447 Cr37,107,913
↓ -1,000,000

3. Invesco India Dynamic Equity Fund

The investment objective of the Scheme is to generate long-term capital growth from a focused portfolio of predominantly equity and equity-related securities.

Invesco India Dynamic Equity Fund is a Hybrid - Dynamic Allocation fund was launched on 4 Oct 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10.1% since its launch.  Ranked 55 in Dynamic Allocation category.  Return for 2023 was 20.1% , 2022 was 4.1% and 2021 was 13.1% .

Below is the key information for Invesco India Dynamic Equity Fund

Invesco India Dynamic Equity Fund
Growth
Launch Date 4 Oct 07
NAV (12 Nov 24) ₹52.25 ↓ -0.19   (-0.36 %)
Net Assets (Cr) ₹889 on 30 Sep 24
Category Hybrid - Dynamic Allocation
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.29
Sharpe Ratio 2.72
Information Ratio 0
Alpha Ratio 0
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₹10,027
31 Oct 21₹12,277
31 Oct 22₹12,633
31 Oct 23₹13,787
31 Oct 24₹17,394

Invesco India Dynamic Equity Fund 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

Returns for Invesco India Dynamic 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 12 Nov 24

DurationReturns
1 Month -1.9%
3 Month 1%
6 Month 8.5%
1 Year 23.3%
3 Year 11.5%
5 Year 11.7%
10 Year
15 Year
Since launch 10.1%
Historical performance (Yearly) on absolute basis
YearReturns
2023 20.1%
2022 4.1%
2021 13.1%
2020 7.8%
2019 9.1%
2018 -4.6%
2017 30.5%
2016 2.7%
2015 5.5%
2014 25.4%
Fund Manager information for Invesco India Dynamic Equity Fund
NameSinceTenure
Amit Ganatra1 Sep 222.17 Yr.
Dhimant Kothari1 Sep 222.17 Yr.

Data below for Invesco India Dynamic Equity Fund as on 30 Sep 24

Asset Allocation
Asset ClassValue
Cash35.81%
Equity48.6%
Debt15.55%
Other0.04%
Equity Sector Allocation
SectorValue
Financial Services14.51%
Industrials12.22%
Technology10%
Health Care8.71%
Consumer Cyclical6.73%
Energy3.95%
Consumer Defensive2.54%
Communication Services2.13%
Utility1.96%
Basic Materials1.53%
Real Estate0.92%
Debt Sector Allocation
SectorValue
Cash Equivalent34.08%
Government9.94%
Corporate7.35%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Future on Larsen & Toubro Ltd
Derivatives | -
7%-₹59 Cr158,250
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 21 | LT
7%₹58 Cr158,361
Invesco India Shrt DurDir Gr
Investment Fund | -
6%₹54 Cr145,449
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 22 | TCS
6%₹53 Cr125,079
↑ 18,940
Invesco India Money Market Dir Gr
Investment Fund | -
6%₹49 Cr164,551
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 24 | HDFCBANK
5%₹46 Cr265,497
↑ 265,497
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
5%₹45 Cr350,771
↓ -80,254
Future on Reliance Industries Ltd
Derivatives | -
4%-₹35 Cr118,750
↑ 118,750
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 21 | RELIANCE
4%₹35 Cr118,866
Future on Tata Consultancy Services Ltd
Derivatives | -
3%-₹27 Cr63,875

4. Axis Dynamic Equity Fund

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 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 10.1% since its launch.  Return for 2023 was 20% , 2022 was -0.4% and 2021 was 15.7% .

Below is the key information for Axis Dynamic Equity Fund

Axis Dynamic Equity Fund
Growth
Launch Date 1 Aug 17
NAV (12 Nov 24) ₹20.2 ↓ -0.11   (-0.54 %)
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 2.05
Sharpe Ratio 3.21
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₹10,230
31 Oct 21₹12,732
31 Oct 22₹12,776
31 Oct 23₹13,828
31 Oct 24₹17,896

Axis Dynamic Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for Axis Dynamic 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 12 Nov 24

DurationReturns
1 Month -1.6%
3 Month 2%
6 Month 12.1%
1 Year 27.2%
3 Year 11.5%
5 Year 12.4%
10 Year
15 Year
Since launch 10.1%
Historical performance (Yearly) on absolute basis
YearReturns
2023 20%
2022 -0.4%
2021 15.7%
2020 10.1%
2019 5.9%
2018 2.7%
2017
2016
2015
2014
Fund Manager information for Axis Dynamic Equity Fund
NameSinceTenure
Devang Shah5 Apr 240.57 Yr.
Ashish Naik1 Mar 231.67 Yr.
Hardik Shah31 Jan 222.75 Yr.
Jayesh Sundar28 Sep 231.09 Yr.

Data below for Axis Dynamic Equity Fund 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

5. Nippon India Balanced Advantage Fund

(Erstwhile Reliance NRI Equity Fund)

The investment objective of the Scheme is to generate optimal returns by investing in equity or equity related instruments primarily drawn from the Companies in the S&P BSE 200 Index. The Scheme may also invest in listed companies that are in the top 200 by market capitalization on the BSE. The Scheme may also invest in large IPO’s where the market capitalization of the Company making the IPO based on the Issue price would make such company to be a part of the top 200 companies listed on the BSE based on market capitalization. The fund will have the flexibility to invest in a broad range of companies with an objective to maximize the returns, at the same time trying to minimize the risk by reasonable diversification. The selection of the companies will be done so as to capture the growth in the Indian economy. The fund will be focusing on companies with relatively higher market capitalization and having good liquidity in the stock market.

Nippon India Balanced Advantage Fund is a Hybrid - Dynamic Allocation fund was launched on 15 Nov 04. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.2% since its launch.  Ranked 46 in Dynamic Allocation category.  Return for 2023 was 17.5% , 2022 was 5.1% and 2021 was 15.7% .

Below is the key information for Nippon India Balanced Advantage Fund

Nippon India Balanced Advantage Fund
Growth
Launch Date 15 Nov 04
NAV (12 Nov 24) ₹168.522 ↓ -1.00   (-0.59 %)
Net Assets (Cr) ₹8,950 on 30 Sep 24
Category Hybrid - Dynamic Allocation
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.77
Sharpe Ratio 2.87
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹10,163
31 Oct 21₹13,174
31 Oct 22₹13,749
31 Oct 23₹14,840
31 Oct 24₹18,317

Nippon India Balanced Advantage Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for Nippon India 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 12 Nov 24

DurationReturns
1 Month -2.1%
3 Month -0.7%
6 Month 7%
1 Year 21.2%
3 Year 10.9%
5 Year 12.6%
10 Year
15 Year
Since launch 15.2%
Historical performance (Yearly) on absolute basis
YearReturns
2023 17.5%
2022 5.1%
2021 15.7%
2020 11.2%
2019 8.3%
2018 0.4%
2017 25.2%
2016 6.4%
2015 0.9%
2014 38.4%
Fund Manager information for Nippon India Balanced Advantage Fund
NameSinceTenure
Ashutosh Bhargava7 May 186.49 Yr.
Kinjal Desai25 May 186.44 Yr.
Amar Kalkundrikar20 Oct 204.04 Yr.
Sushil Budhia31 Mar 213.59 Yr.

Data below for Nippon India Balanced Advantage Fund as on 30 Sep 24

Asset Allocation
Asset ClassValue
Cash16.01%
Equity57.15%
Debt26.84%
Equity Sector Allocation
SectorValue
Financial Services20.76%
Industrials8.6%
Technology8.4%
Consumer Defensive8.12%
Consumer Cyclical7.13%
Communication Services4.41%
Utility3.36%
Basic Materials2.75%
Energy2.39%
Health Care2.12%
Real Estate1.31%
Debt Sector Allocation
SectorValue
Corporate16.67%
Cash Equivalent16.01%
Government8.88%
Securitized1.3%
Credit Quality
RatingValue
AA31.57%
AAA68.43%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
6%₹535 Cr4,140,426
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 11 | HDFCBANK
6%₹501 Cr2,884,813
Infosys Ltd (Technology)
Equity, Since 31 May 09 | INFY
4%₹364 Cr2,072,950
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 18 | BHARTIARTL
3%₹300 Cr1,862,468
NTPC Ltd (Utilities)
Equity, Since 31 Mar 21 | 532555
2%₹217 Cr5,319,300
7.1% Govt Stock 2034
Sovereign Bonds | -
2%₹204 Cr20,000,000
↑ 20,000,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 18 | ITC
2%₹191 Cr3,912,313
Reliance Industries Ltd (Energy)
Equity, Since 31 May 18 | RELIANCE
2%₹188 Cr1,413,490
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 532215
2%₹166 Cr1,429,434
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jan 21 | LT
2%₹157 Cr432,495
↓ -50,000

6. Aditya Birla Sun Life Balanced Advantage Fund

The primary objective of the Scheme is to generate long term growth of capital and income distribution with relatively lower volatility by investing in a dynamically balanced portfolio of Equity & Equity linked investments and fixed-income securities.

Aditya Birla Sun Life Balanced Advantage Fund is a Hybrid - Dynamic Allocation fund was launched on 25 Apr 00. It is a fund with Moderately High risk and has given a CAGR/Annualized return of since its launch.  Ranked 19 in Dynamic Allocation category.  Return for 2023 was 16.5% , 2022 was 4.2% and 2021 was 13.4% .

Below is the key information for Aditya Birla Sun Life Balanced Advantage Fund

Aditya Birla Sun Life Balanced Advantage Fund
Growth
Launch Date 25 Apr 00
NAV (12 Nov 24) ₹99.89 ↓ -0.45   (-0.45 %)
Net Assets (Cr) ₹7,701 on 30 Sep 24
Category Hybrid - Dynamic Allocation
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.77
Sharpe Ratio 2.67
Information Ratio 0
Alpha Ratio 0
Min Investment 1,000
Min SIP Investment 100
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₹10,225
31 Oct 21₹13,371
31 Oct 22₹13,694
31 Oct 23₹14,868
31 Oct 24₹18,277

Aditya Birla Sun Life Balanced Advantage Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for Aditya Birla Sun Life 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 12 Nov 24

DurationReturns
1 Month -3%
3 Month -0.2%
6 Month 8.4%
1 Year 20.4%
3 Year 10.4%
5 Year 12.6%
10 Year
15 Year
Since launch
Historical performance (Yearly) on absolute basis
YearReturns
2023 16.5%
2022 4.2%
2021 13.4%
2020 15.4%
2019 8.1%
2018 0.7%
2017 15.2%
2016 16.3%
2015 3.6%
2014 27.7%
Fund Manager information for Aditya Birla Sun Life Balanced Advantage Fund
NameSinceTenure
Harish Krishnan31 Oct 240 Yr.
Lovelish Solanki9 Oct 195.07 Yr.
Mohit Sharma1 Apr 177.59 Yr.

Data below for Aditya Birla Sun Life Balanced Advantage Fund as on 30 Sep 24

Asset Allocation
Asset ClassValue
Cash25.66%
Equity56.02%
Debt17.99%
Other0.34%
Equity Sector Allocation
SectorValue
Financial Services17.8%
Industrials8.75%
Consumer Cyclical8.56%
Energy7.19%
Technology7.17%
Consumer Defensive5.9%
Basic Materials5.82%
Health Care4.85%
Communication Services3.2%
Utility3.19%
Real Estate2.64%
Debt Sector Allocation
SectorValue
Cash Equivalent25.66%
Corporate12.44%
Government5.22%
Securitized0.33%
Credit Quality
RatingValue
AA19.34%
AAA80.66%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 17 | HDFCBANK
5%₹417 Cr2,409,289
↑ 123,200
Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 18 | RELIANCE
5%₹368 Cr1,244,594
↑ 47,000
Infosys Ltd (Technology)
Equity, Since 31 Dec 07 | INFY
4%₹293 Cr1,560,162
↑ 40,400
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
3%₹220 Cr1,728,837
↓ -870,600
Future on HDFC Bank Ltd
Derivatives | -
3%-₹202 Cr1,157,200
↑ 1,157,200
07.18 Goi 2028
Sovereign Bonds | -
2%₹186 Cr18,000,000
Nifty_(31/10/2024)
Derivatives | -
2%-₹182 Cr70,200
↑ 70,200
ITC Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | ITC
2%₹177 Cr3,419,380
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT
2%₹171 Cr465,485
Reliance_(31/10/2024)
Derivatives | -
2%-₹170 Cr571,250
↑ 571,250

7. Motilal Oswal Dynamic Fund

(Erstwhile Motilal Oswal MOSt Focused Dynamic Equity Fund)

The investment objective is to generate long term capital appreciation by investing in equity and equity related instruments including equity derivatives, debt, money market instruments and units issued by REITs and InvITs. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Motilal Oswal Dynamic Fund is a Hybrid - Dynamic Allocation fund was launched on 27 Sep 16. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 9.7% since its launch.  Return for 2023 was 24.1% , 2022 was -1.1% and 2021 was 7.4% .

Below is the key information for Motilal Oswal Dynamic Fund

Motilal Oswal Dynamic Fund
Growth
Launch Date 27 Sep 16
NAV (12 Nov 24) ₹21.2926 ↓ -0.20   (-0.94 %)
Net Assets (Cr) ₹1,316 on 30 Sep 24
Category Hybrid - Dynamic Allocation
AMC Motilal Oswal Asset Management Co. Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 1.03
Sharpe Ratio 1.54
Information Ratio 0
Alpha Ratio 0
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₹10,301
31 Oct 21₹11,938
31 Oct 22₹11,829
31 Oct 23₹14,071
31 Oct 24₹16,505

Motilal Oswal Dynamic Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578
Invest Now

Returns for Motilal Oswal Dynamic Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 12 Nov 24

DurationReturns
1 Month -6.4%
3 Month -1.5%
6 Month 10.5%
1 Year 15.5%
3 Year 10.3%
5 Year 10.2%
10 Year
15 Year
Since launch 9.7%
Historical performance (Yearly) on absolute basis
YearReturns
2023 24.1%
2022 -1.1%
2021 7.4%
2020 8.8%
2019 10.9%
2018 -0.8%
2017 24.4%
2016
2015
2014
Fund Manager information for Motilal Oswal Dynamic Fund
NameSinceTenure
Ajay Khandelwal1 Oct 240.08 Yr.
Santosh Singh1 Jan 222.83 Yr.
Rakesh Shetty22 Nov 221.94 Yr.
Atul Mehra1 Oct 240.08 Yr.
Sunil Sawant1 Jul 240.33 Yr.

Data below for Motilal Oswal Dynamic Fund as on 30 Sep 24

Asset Allocation
Asset ClassValue
Cash17.46%
Equity68.42%
Debt14.13%
Equity Sector Allocation
SectorValue
Financial Services33.62%
Consumer Cyclical30.52%
Technology12.33%
Industrials5.38%
Health Care1.05%
Debt Sector Allocation
SectorValue
Cash Equivalent17.46%
Corporate9.53%
Government4.59%
Credit Quality
RatingValue
AA33.88%
AAA66.12%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Nifty November 2024 Future
- | -
14%-₹179 Cr73,500
↑ 73,500
ZF Commercial Vehicle Control Systems India Ltd (Consumer Cyclical)
Equity, Since 31 Aug 21 | ZFCVINDIA
10%₹120 Cr83,537
↑ 12,000
Religare Enterprises Ltd (Financial Services)
Equity, Since 31 Dec 21 | RELIGARE
9%₹118 Cr4,771,561
↑ 200,000
FSN E-Commerce Ventures Ltd (Consumer Cyclical)
Equity, Since 31 Jul 23 | 543384
9%₹115 Cr6,355,791
↑ 1,089,101
Star Health and Allied Insurance Co Ltd (Financial Services)
Equity, Since 31 Jul 22 | 543412
9%₹110 Cr2,183,825
↑ 150,000
Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | MOTHERSON
8%₹99 Cr5,471,773
↓ -194,705
L&T Technology Services Ltd (Technology)
Equity, Since 30 Apr 23 | LTTS
7%₹86 Cr174,042
↑ 60,000
Fino Payments Bank Ltd (Financial Services)
Equity, Since 31 Oct 21 | 543386
7%₹82 Cr2,162,066
Piramal Enterprises Ltd (Financial Services)
Equity, Since 31 Aug 23 | 500302
5%₹68 Cr640,000
↑ 50,000
Dreamfolks Services Ltd (Industrials)
Equity, Since 30 Sep 23 | DREAMFOLKS
4%₹54 Cr1,185,919

8. L&T Dynamic Equity Fund

To seek to generate long-term capital appreciation from a diversified portfolio of equity and equity related securities and to generate reasonable returns by investing in a portfolio of debt and money market instruments and arbitrage opportunities in the cash and derivatives segments of the equity markets.

L&T Dynamic Equity Fund is a Hybrid - Dynamic Allocation fund was launched on 7 Feb 11. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11% since its launch.  Ranked 28 in Dynamic Allocation category.  Return for 2023 was 18% , 2022 was 1.8% and 2021 was 8.4% .

Below is the key information for L&T Dynamic Equity Fund

L&T Dynamic Equity Fund
Growth
Launch Date 7 Feb 11
NAV (12 Nov 24) ₹42.21 ↓ -0.11   (-0.26 %)
Net Assets (Cr) ₹1,510 on 30 Sep 24
Category Hybrid - Dynamic Allocation
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 2.12
Sharpe Ratio 1.94
Information Ratio 0
Alpha Ratio 0
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₹10,832
31 Oct 21₹12,471
31 Oct 22₹12,518
31 Oct 23₹13,664
31 Oct 24₹16,950

L&T Dynamic Equity Fund 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

Returns for L&T Dynamic 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 12 Nov 24

DurationReturns
1 Month -0.8%
3 Month 1.5%
6 Month 9.3%
1 Year 20.8%
3 Year 10.3%
5 Year 11.1%
10 Year
15 Year
Since launch 11%
Historical performance (Yearly) on absolute basis
YearReturns
2023 18%
2022 1.8%
2021 8.4%
2020 12.8%
2019 8.2%
2018 3.4%
2017 11.4%
2016 1.9%
2015 3.8%
2014 49.7%
Fund Manager information for L&T Dynamic Equity Fund
NameSinceTenure
Kapil Punjabi1 May 240.5 Yr.
Mahesh Chhabria15 Jul 231.3 Yr.
Neelotpal Sahai26 Nov 221.93 Yr.
Praveen Ayathan1 Oct 231.09 Yr.
Gautam Bhupal1 Oct 231.09 Yr.
Sonal Gupta1 Oct 231.09 Yr.
Hitesh Gondhia1 Oct 231.09 Yr.

Data below for L&T Dynamic Equity Fund as on 30 Sep 24

Asset Allocation
Asset ClassValue
Cash28.75%
Equity41.32%
Debt29.93%
Equity Sector Allocation
SectorValue
Financial Services18.31%
Industrials11.93%
Health Care7.57%
Technology6.73%
Consumer Cyclical6.27%
Basic Materials6.08%
Utility4.41%
Real Estate2.46%
Energy2.44%
Consumer Defensive1.95%
Debt Sector Allocation
SectorValue
Cash Equivalent27.77%
Government15.86%
Corporate15.05%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
07.18 Goi 14082033
Sovereign Bonds | -
4%₹58 Cr5,600,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | ICICIBANK
4%₹54 Cr425,000
↓ -86,800
Aurobindo Pharma Ltd (Healthcare)
Equity, Since 30 Apr 21 | AUROPHARMA
3%₹50 Cr345,400
Future on Aurobindo Pharma Ltd
Derivatives | -
3%-₹50 Cr
07.06 Goi 2028
Sovereign Bonds | -
3%₹50 Cr4,800,000
Future on Tata Power Co Ltd
Derivatives | -
3%-₹47 Cr
Tata Power Co Ltd (Utilities)
Equity, Since 30 Sep 22 | 500400
3%₹47 Cr966,600
↑ 202,500
07.37 Goi 2028
Sovereign Bonds | -
3%₹42 Cr4,000,000
Reliance Industries Ltd (Energy)
Equity, Since 31 May 18 | RELIANCE
2%₹37 Cr125,000
↑ 25,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 11 | LT
2%₹37 Cr100,000

ഡൈനാമിക് അസറ്റ് അലോക്കേഷൻ ഫണ്ടുകളിൽ എങ്ങനെ നിക്ഷേപിക്കാം?

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പതിവുചോദ്യങ്ങൾ

1. ഡൈനാമിക് അസറ്റ് അലോക്കേഷൻ ഫണ്ടുകളിൽ നിക്ഷേപിച്ച് എനിക്ക് എങ്ങനെ സമ്പദ്‌വ്യവസ്ഥയിലേക്ക് സംഭാവന ചെയ്യാം?

എ: ഈ ഫണ്ടുകൾ നിക്ഷേപം മാത്രമല്ലഓഹരികൾ, മാത്രമല്ല താരതമ്യേന ശാന്തമായ റിയൽ എസ്റ്റേറ്റുംബോണ്ട് വിപണികൾ. അതിനാൽ, ഒരു നിക്ഷേപകരെന്ന നിലയിൽ നിങ്ങൾ സംഭാവന ചെയ്യുന്നവരായി മാറുന്നുസമ്പദ്.

2. ഞാൻ ഒരു ഡൈനാമിക് അസറ്റ് അലോക്കേഷൻ ഫണ്ടിൽ ദീർഘകാലത്തേക്ക് നിക്ഷേപിക്കേണ്ടതുണ്ടോ?

എ: ഡൈനാമിക് അസറ്റ് അലോക്കേഷൻ ഫണ്ടുകളിൽ നിങ്ങളുടെ നിക്ഷേപം കുറഞ്ഞത് മൂന്ന് വർഷമെങ്കിലും സൂക്ഷിക്കണം. ഇത് നിങ്ങളുടെ നിക്ഷേപത്തിന് നല്ല വരുമാനം ഉറപ്പാക്കും.

3. ഈ ഫണ്ടുകളിൽ എന്തെങ്കിലും അപകടസാധ്യതകൾ ഉൾപ്പെട്ടിട്ടുണ്ടോ?

എ: പണം ഇക്വിറ്റികളിൽ നിക്ഷേപിക്കുന്നതിനാൽ, അനുബന്ധ അപകടസാധ്യതകളും താരതമ്യേന ഉയർന്നതാണെന്ന് ആരും മറക്കരുത്.

4. അസറ്റ് അലോക്കേഷൻ മാറ്റുന്നതിന് ആരാണ് ഉത്തരവാദി?

എ: അസറ്റ് അലോക്കേഷനുകൾ മാറ്റുന്നതിനുള്ള ഉത്തരവാദിത്തം ഫണ്ട് മാനേജർക്കാണ്. മാറുന്ന മാർക്കറ്റ് അവസ്ഥയെ അടിസ്ഥാനമാക്കി, അവർ നിങ്ങളുടെ അസറ്റ് അലോക്കേഷൻ മാറ്റും, അതുവഴി നിങ്ങളുടെ പോർട്ട്‌ഫോളിയോ സ്ഥിരമായ വരുമാനം നൽകുന്നത് തുടരും.

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PRADEEPTA KUMAR JENA, posted on 10 Jun 21 9:59 AM

Excellent insight for getting a detailed view about Hybrid Fund

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