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7 ਸਰਬੋਤਮ ਹਮਲਾਵਰ ਹਾਈਬ੍ਰਿਡ ਮਿਉਚੁਅਲ ਫੰਡ 2022
ਹਮਲਾਵਰਹਾਈਬ੍ਰਿਡ ਫੰਡ ਨਿਵੇਸ਼ਕਾਂ ਲਈ ਢੁਕਵਾਂ ਹੈ ਜੋ ਵੱਲ ਝੁਕਣਾ ਚਾਹੁੰਦੇ ਹਨਨਿਵੇਸ਼ ਵਿੱਚਇਕੁਇਟੀ ਫੰਡ, ਪਰ ਉਸੇ ਸਮੇਂ ਪੋਰਟਫੋਲੀਓ ਵਿੱਚ ਸਥਿਰਤਾ ਚਾਹੁੰਦਾ ਹੈ। ਇਹ ਫੰਡ ਇਕੁਇਟੀ ਅਤੇ ਹਾਈਬ੍ਰਿਡ ਫੰਡ ਦੋਵਾਂ ਦਾ ਮਿਸ਼ਰਣ ਹੈ। ਪਰ, ਕਿਉਂਕਿ ਇਸ ਫੰਡ ਵਿੱਚ ਇਕੁਇਟੀ ਸਾਧਨ ਦਾ ਹਿੱਸਾ ਵੱਧ ਹੈ, ਇਸ ਨੂੰ ਇੱਕ ਹਮਲਾਵਰ ਹਾਈਬ੍ਰਿਡ ਫੰਡ ਕਿਹਾ ਜਾਂਦਾ ਹੈ। ਨਿਵੇਸ਼ਕ ਜਿਨ੍ਹਾਂ ਨੂੰ ਇਸ ਸ਼੍ਰੇਣੀ ਵਿੱਚੋਂ ਚੰਗੇ ਫੰਡ ਚੁਣਨ ਲਈ ਇੱਕ ਗਾਈਡ ਦੀ ਲੋੜ ਹੋਵੇਗੀ, ਅਸੀਂ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ ਕੁਝ ਵਧੀਆ ਹਮਲਾਵਰ ਹਾਈਬ੍ਰਿਡ ਫੰਡਾਂ ਨੂੰ ਸ਼ਾਰਟਲਿਸਟ ਕੀਤਾ ਹੈ।
ਹਮਲਾਵਰ ਹਾਈਬ੍ਰਿਡ ਫੰਡ ਕੀ ਹਨ?
ਹਮਲਾਵਰ ਹਾਈਬ੍ਰਿਡ ਫੰਡ ਆਪਣੀ ਕੁੱਲ ਜਾਇਦਾਦ ਦਾ ਲਗਭਗ 65 ਤੋਂ 85 ਪ੍ਰਤੀਸ਼ਤ ਇਕੁਇਟੀ-ਸਬੰਧਤ ਯੰਤਰਾਂ ਵਿੱਚ ਅਤੇ ਲਗਭਗ 20 ਤੋਂ 35 ਪ੍ਰਤੀਸ਼ਤ ਕਰਜ਼ੇ ਦੇ ਯੰਤਰਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰੇਗਾ। ਕਿਉਂਕਿ ਫੰਡ ਦੀ ਵੱਧ ਤੋਂ ਵੱਧ ਵੰਡ ਇਕੁਇਟੀ ਦੀ ਹੁੰਦੀ ਹੈ, ਇਸ ਨੂੰ ਹਾਈਬ੍ਰਿਡ ਇਕੁਇਟੀ ਫੰਡ ਵੀ ਕਿਹਾ ਜਾ ਸਕਦਾ ਹੈ।
ਕਿਉਂਕਿ ਇਸ ਫੰਡ ਵਿੱਚ ਕਰਜ਼ੇ ਦੇ ਸਾਧਨ ਦਾ ਇੱਕ ਹਿੱਸਾ ਹੈ, ਇਹ ਸ਼ੁੱਧ ਇਕੁਇਟੀ ਨਾਲੋਂ ਮੁਕਾਬਲਤਨ ਘੱਟ ਅਸਥਿਰ ਹਨਮਿਉਚੁਅਲ ਫੰਡ. ਹਾਲਾਂਕਿ, ਇੱਕ ਸਕੀਮ ਜੋ ਆਪਣੇ ਕਾਰਪਸ ਦਾ 65 ਪ੍ਰਤੀਸ਼ਤ (ਜਾਂ ਵੱਧ) ਇਕੁਇਟੀ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਦੀ ਹੈ, ਨੂੰ ਜੋਖਮ-ਮੁਕਤ ਨਿਵੇਸ਼ ਨਹੀਂ ਮੰਨਿਆ ਜਾ ਸਕਦਾ ਹੈ।
ਕਿਸਨੂੰ ਨਿਵੇਸ਼ ਕਰਨਾ ਚਾਹੀਦਾ ਹੈ?
ਇੱਕਨਿਵੇਸ਼ਕ ਜੋ ਨਿਵੇਸ਼ ਵਿੱਚ ਕੁਝ ਪੱਧਰ ਦੇ ਜੋਖਮ ਨੂੰ ਬਰਦਾਸ਼ਤ ਕਰ ਸਕਦਾ ਹੈ, ਉਹ ਹਮਲਾਵਰ ਹਾਈਬ੍ਰਿਡ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨ ਬਾਰੇ ਵਿਚਾਰ ਕਰ ਸਕਦਾ ਹੈ। ਨਾਲ ਹੀ, ਇੱਕ ਨਿਵੇਸ਼ਕ ਜੋ ਇਕੁਇਟੀ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨਾ ਚਾਹੁੰਦਾ ਹੈ, ਪਰ ਉਸੇ ਸਮੇਂ ਇੱਕ ਸੁਰੱਖਿਅਤ ਰਸਤਾ ਲੈਣਾ ਚਾਹੁੰਦਾ ਹੈ, ਇਸ ਫੰਡ ਨਾਲ ਸ਼ੁਰੂ ਕਰ ਸਕਦਾ ਹੈ।
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ਚੋਟੀ ਦੇ 7 ਵਧੀਆ ਪ੍ਰਦਰਸ਼ਨ ਕਰਨ ਵਾਲੇ ਹਮਲਾਵਰ ਹਾਈਬ੍ਰਿਡ ਫੰਡ 2022
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) JM Equity Hybrid Fund Growth ₹121.055
↓ -0.04 ₹643 -2.3 7.1 34.1 19.5 24.6 33.8 ICICI Prudential Equity and Debt Fund Growth ₹362.61
↑ 0.25 ₹41,396 -1.7 6.1 27.5 17.4 21.8 28.2 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹37.1
↑ 0.26 ₹1,000 -2.3 8.3 27.2 16.3 25.6 33.7 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 ₹386.667
↑ 0.15 ₹6,330 -0.4 10.3 27.3 14.3 18.8 25.5 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 ₹99.5468
↑ 0.22 ₹3,976 -0.2 7.8 24.3 13.8 13.1 24.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Nov 24 ਸੰਪਤੀ >= 200 ਕਰੋੜ & ਕ੍ਰਮਬੱਧ3 ਸਾਲਸੀ.ਏ.ਜੀ.ਆਰ ਵਾਪਸੀ.
(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 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 (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 Below is the key information for IDBI Hybrid Equity 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 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 Below is the key information for Baroda Pioneer Hybrid Equity Fund Returns up to 1 year are on 1. JM Equity Hybrid Fund
CAGR/Annualized return of 12.9% 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 (14 Nov 24) ₹121.055 ↓ -0.04 (-0.03 %) 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 14 Nov 24 Duration Returns 1 Month -5.2% 3 Month -2.3% 6 Month 7.1% 1 Year 34.1% 3 Year 19.5% 5 Year 24.6% 10 Year 15 Year Since launch 12.9% 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 0.08 Yr. Asit Bhandarkar 31 Dec 21 2.84 Yr. Chaitanya Choksi 20 Aug 21 3.2 Yr. Ruchi Fozdar 4 Oct 24 0.08 Yr. Data below for JM Equity Hybrid Fund as on 30 Sep 24
Asset Allocation
Asset Class Value Cash 8.08% Equity 72.58% Debt 19.33% Equity Sector Allocation
Sector Value Financial Services 17.03% Technology 11.57% Health Care 11.19% Industrials 9.41% Consumer Cyclical 7.9% Consumer Defensive 7.38% Basic Materials 4.55% Communication Services 1.43% Energy 1.3% Real Estate 0.83% Debt Sector Allocation
Sector Value Government 11.2% Corporate 8.13% Cash Equivalent 8.08% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 24 | HDFCBANK5% ₹33 Cr 190,000 7.1% Govt Stock 2034
Sovereign Bonds | -5% ₹31 Cr 3,050,000
↑ 500,000 Infosys Ltd (Technology)
Equity, Since 30 Nov 20 | INFY4% ₹30 Cr 170,000
↑ 90,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 24 | 5322153% ₹23 Cr 200,000
↑ 75,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 21 | ICICIBANK3% ₹21 Cr 163,000 ITC Ltd (Consumer Defensive)
Equity, Since 31 Aug 24 | ITC3% ₹20 Cr 410,000
↑ 100,000 7.18% Govt Stock 2037
Sovereign Bonds | -3% ₹17 Cr 1,700,000 Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | 5329772% ₹15 Cr 14,780
↑ 2,500 Akums Drugs and Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Jul 24 | AKUMS2% ₹14 Cr 162,542 Varun Beverages Ltd (Consumer Defensive)
Equity, Since 30 Apr 24 | VBL2% ₹13 Cr 220,000 2. ICICI Prudential Equity and Debt Fund
CAGR/Annualized return of 15.4% 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 (14 Nov 24) ₹362.61 ↑ 0.25 (0.07 %) 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 14 Nov 24 Duration Returns 1 Month -5% 3 Month -1.7% 6 Month 6.1% 1 Year 27.5% 3 Year 17.4% 5 Year 21.8% 10 Year 15 Year Since launch 15.4% 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 8.91 Yr. Manish Banthia 19 Sep 13 11.13 Yr. Mittul Kalawadia 29 Dec 20 3.84 Yr. Akhil Kakkar 22 Jan 24 0.78 Yr. Sri Sharma 30 Apr 21 3.51 Yr. Sharmila D’mello 31 Jul 22 2.26 Yr. Nitya Mishra 4 Nov 24 0 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 3.31% AA 27.98% AAA 68.71% 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 17.1% 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 (14 Nov 24) ₹37.1 ↑ 0.26 (0.71 %) 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 14 Nov 24 Duration Returns 1 Month -5% 3 Month -2.3% 6 Month 8.3% 1 Year 27.2% 3 Year 16.3% 5 Year 25.6% 10 Year 15 Year Since launch 17.1% 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 7.71 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 11.25% Equity 73.64% Debt 15.11% Equity Sector Allocation
Sector Value Basic Materials 13.53% Financial Services 11.73% Industrials 11.43% Consumer Cyclical 10.53% Technology 9.51% Health Care 6.16% Energy 3.91% Communication Services 2.91% Consumer Defensive 2.77% Utility 1.15% Debt Sector Allocation
Sector Value Cash Equivalent 11.25% Government 9.39% Corporate 5.72% 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% ₹28 Cr 410,000
↑ 25,000 Nippon Life India Asset Management Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Jan 24 | NAM-INDIA2% ₹22 Cr 315,000
↑ 35,000 Castrol India Ltd (Energy)
Equity, Since 31 Jan 24 | 5008702% ₹21 Cr 1,001,000 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 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Jul 19 | UNOMINDA2% ₹20 Cr 200,000 Coforge Ltd (Technology)
Equity, Since 31 May 20 | COFORGE2% ₹20 Cr 25,600
↑ 7,600 Oil India Ltd (Energy)
Equity, Since 31 Mar 23 | 5331062% ₹18 Cr 390,169
↓ -84,831 Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 31 Jul 23 | ERIS2% ₹18 Cr 138,000 Small Industries Development Bank Of India
Debentures | -2% ₹18 Cr 1,800,000 4. 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 14 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 5. IDBI Hybrid Equity Fund
CAGR/Annualized return of 8.3% since its launch. . 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 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 Oct 19 ₹10,000 31 Oct 20 ₹10,354 31 Oct 21 ₹14,096 31 Oct 22 ₹13,802 Returns for IDBI Hybrid Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Nov 24 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 6. UTI Hybrid Equity Fund
CAGR/Annualized return of 15.3% 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 (14 Nov 24) ₹386.667 ↑ 0.15 (0.04 %) 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 14 Nov 24 Duration Returns 1 Month -4.6% 3 Month -0.4% 6 Month 10.3% 1 Year 27.3% 3 Year 14.3% 5 Year 18.8% 10 Year 15 Year Since launch 15.3% 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 15.11 Yr. Sunil Patil 5 Feb 18 6.74 Yr. Data below for UTI Hybrid Equity Fund as on 30 Sep 24
Asset Allocation
Asset Class Value Cash 1.83% Equity 70.16% Debt 28.01% Equity Sector Allocation
Sector Value Financial Services 24.04% Consumer Cyclical 8.21% Technology 7.85% Basic Materials 5.5% Health Care 5.28% Industrials 4.82% Consumer Defensive 4.53% Communication Services 4.26% Energy 2.59% Utility 2.12% Real Estate 0.96% Debt Sector Allocation
Sector Value Government 23.05% Corporate 4.95% Cash Equivalent 1.83% Credit Quality
Rating Value AA 2.21% AAA 97.79% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 29 Feb 20 | HDFCBANK7% ₹406 Cr 2,341,646 7.18% Govt Stock 2037
Sovereign Bonds | -5% ₹333 Cr 3,250,000,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 10 | ICICIBANK5% ₹314 Cr 2,433,077 7.23% Govt Stock 2039
Sovereign Bonds | -4% ₹268 Cr 2,600,000,000 Infosys Ltd (Technology)
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↑ 48,433 7.1% Govt Stock 2034
Sovereign Bonds | -3% ₹209 Cr 2,050,000,000 ITC Ltd (Consumer Defensive)
Equity, Since 31 Aug 06 | ITC3% ₹207 Cr 4,242,150 Reliance Industries Ltd (Energy)
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Sovereign Bonds | -2% ₹123 Cr 1,200,000,000 7. Baroda Pioneer Hybrid Equity Fund
CAGR/Annualized return of 12% since its launch. Ranked 21 in Hybrid Equity category. . 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 Oct 19 ₹10,000 31 Oct 20 ₹10,145 31 Oct 21 ₹15,270 Returns for Baroda Pioneer Hybrid Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Nov 24 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
ਕਿਸੇ ਨੂੰ ਹਮਲਾਵਰ ਹਾਈਬ੍ਰਿਡ ਫੰਡ (ਸੰਤੁਲਿਤ ਫੰਡ) ਵਿੱਚ ਨਿਵੇਸ਼ ਕਿਉਂ ਕਰਨਾ ਚਾਹੀਦਾ ਹੈ
ਨਵਾਂ ਨਿਵੇਸ਼ਕ
ਇੱਕ ਸ਼ੁੱਧ ਇਕੁਇਟੀ ਮਿਉਚੁਅਲ ਫੰਡ ਦੀ ਤੁਲਨਾ ਵਿੱਚ ਹਮਲਾਵਰ ਹਾਈਬ੍ਰਿਡ ਫੰਡ ਵਿੱਚ ਅਸਥਿਰਤਾ ਮਾਮੂਲੀ ਘੱਟ ਹੈ। ਇਸ ਲਈ, ਅਜਿਹਾ ਫੰਡ ਨਵੇਂ ਨਿਵੇਸ਼ਕਾਂ ਲਈ ਆਦਰਸ਼ ਤੌਰ 'ਤੇ ਢੁਕਵਾਂ ਹੈ ਜੋ ਸਟਾਕ ਤੋਂ ਬਹੁਤ ਜਾਣੂ ਨਹੀਂ ਹਨਬਜ਼ਾਰ ਅਸਥਿਰਤਾ ਇੱਕ ਮੱਧਮ ਨਾਲ ਇੱਕ ਨਿਵੇਸ਼ਕਜੋਖਮ ਪ੍ਰੋਫਾਈਲ ਅਜਿਹੀਆਂ ਮਿਉਚੁਅਲ ਫੰਡ ਸਕੀਮਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨ ਬਾਰੇ ਵਿਚਾਰ ਕਰ ਸਕਦੇ ਹਨ।
ਉੱਚ ਰਿਟਰਨ + ਸਥਿਰ ਵਾਧਾ
ਜਿਵੇਂ ਕਿ ਫੰਡ ਵਿੱਚ ਸ਼ਾਮਲ ਹੈ20 ਪ੍ਰਤੀਸ਼ਤ ਕਰਜ਼ਾ ਪ੍ਰਤੀਭੂਤੀਆਂ ਦੀ, ਇਹ ਸਥਿਰਤਾ ਨੂੰ ਯਕੀਨੀ ਬਣਾ ਸਕਦੀ ਹੈਆਮਦਨ ਇਕੁਇਟੀ ਦੁਆਰਾ ਲੰਬੇ ਸਮੇਂ ਦੇ ਵਿਕਾਸ ਦੇ ਨਾਲ-ਨਾਲ ਵਹਾਅ.
ਐਗਰੈਸਿਵ ਹਾਈਬ੍ਰਿਡ ਫੰਡਾਂ ਵਿੱਚ ਔਨਲਾਈਨ ਨਿਵੇਸ਼ ਕਿਵੇਂ ਕਰੀਏ?
Fincash.com 'ਤੇ ਜੀਵਨ ਭਰ ਲਈ ਮੁਫਤ ਨਿਵੇਸ਼ ਖਾਤਾ ਖੋਲ੍ਹੋ।
ਆਪਣੀ ਰਜਿਸਟ੍ਰੇਸ਼ਨ ਅਤੇ ਕੇਵਾਈਸੀ ਪ੍ਰਕਿਰਿਆ ਨੂੰ ਪੂਰਾ ਕਰੋ
ਦਸਤਾਵੇਜ਼ (ਪੈਨ, ਆਧਾਰ, ਆਦਿ) ਅੱਪਲੋਡ ਕਰੋ।ਅਤੇ, ਤੁਸੀਂ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ ਤਿਆਰ ਹੋ!
ਇਹ ਯਕੀਨੀ ਬਣਾਉਣ ਲਈ ਸਾਰੇ ਯਤਨ ਕੀਤੇ ਗਏ ਹਨ ਕਿ ਇੱਥੇ ਦਿੱਤੀ ਗਈ ਜਾਣਕਾਰੀ ਸਹੀ ਹੈ। ਹਾਲਾਂਕਿ, ਡੇਟਾ ਦੀ ਸ਼ੁੱਧਤਾ ਬਾਰੇ ਕੋਈ ਗਾਰੰਟੀ ਨਹੀਂ ਦਿੱਤੀ ਗਈ ਹੈ। ਕਿਰਪਾ ਕਰਕੇ ਕੋਈ ਵੀ ਨਿਵੇਸ਼ ਕਰਨ ਤੋਂ ਪਹਿਲਾਂ ਸਕੀਮ ਜਾਣਕਾਰੀ ਦਸਤਾਵੇਜ਼ ਨਾਲ ਤਸਦੀਕ ਕਰੋ।
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