7 బెస్ట్ అగ్రెసివ్ హైబ్రిడ్ మ్యూచువల్ ఫండ్‌లు 2022 | ఫిన్‌క్యాష్

Table of Contents

అగ్రెసివ్ హైబ్రిడ్ ఫండ్స్ అంటే ఏమిటి?
ఎవరు పెట్టుబడి పెట్టాలి?
టాప్ 7 బెస్ట్ పెర్ఫార్మింగ్ అగ్రెసివ్ హైబ్రిడ్ ఫండ్స్ 2022
అగ్రెసివ్ హైబ్రిడ్ ఫండ్స్ (బ్యాలెన్స్డ్ ఫండ్స్)లో ఎందుకు పెట్టుబడి పెట్టాలి
- కొత్త పెట్టుబడిదారు
- అధిక రాబడులు + స్థిరమైన వృద్ధి
ఆన్‌లైన్‌లో అగ్రెసివ్ హైబ్రిడ్ ఫండ్స్‌లో ఇన్వెస్ట్ చేయడం ఎలా?
Top 7 Hybrid - Hybrid Equity Funds

7 ఉత్తమ అగ్రెసివ్ హైబ్రిడ్ మ్యూచువల్ ఫండ్‌లు 2022

Updated on December 10, 2024 , 26507 views

దూకుడుహైబ్రిడ్ ఫండ్ వైపు మొగ్గు చూపాలనుకునే పెట్టుబడిదారులకు అనుకూలంగా ఉంటుందిపెట్టుబడి పెడుతున్నారు లోఈక్విటీ ఫండ్స్, కానీ అదే సమయంలో పోర్ట్‌ఫోలియోలో స్థిరత్వం కావాలి. ఈ ఫండ్ ఈక్విటీ మరియు హైబ్రిడ్ ఫండ్ రెండింటి మిశ్రమం. కానీ, ఈ ఫండ్‌లో ఈక్విటీ ఇన్‌స్ట్రుమెంట్ యొక్క భాగం ఎక్కువగా ఉన్నందున, దీనిని అగ్రెసివ్ హైబ్రిడ్ ఫండ్‌గా పేర్కొంటారు. ఈ కేటగిరీ నుండి మంచి ఫండ్‌లను ఎంచుకోవడానికి గైడ్ అవసరమయ్యే పెట్టుబడిదారులు, మేము పెట్టుబడి పెట్టడానికి కొన్ని అత్యుత్తమ అగ్రెసివ్ హైబ్రిడ్ ఫండ్‌లను షార్ట్‌లిస్ట్ చేసాము.

అగ్రెసివ్ హైబ్రిడ్ ఫండ్స్ అంటే ఏమిటి?

అగ్రెసివ్ హైబ్రిడ్ ఫండ్ తన మొత్తం ఆస్తులలో 65 నుండి 85 శాతం ఈక్విటీ సంబంధిత సాధనాల్లో మరియు 20 నుండి 35 శాతం రుణ సాధనాల్లో పెట్టుబడి పెడుతుంది. ఫండ్ యొక్క గరిష్ట కేటాయింపు ఈక్విటీ అయినందున, దీనిని హైబ్రిడ్ ఈక్విటీ ఫండ్ అని కూడా పిలుస్తారు.

ఈ ఫండ్ డెట్ ఇన్‌స్ట్రుమెంట్‌లో కొంత భాగాన్ని కలిగి ఉన్నందున, అవి స్వచ్ఛమైన ఈక్విటీ కంటే తక్కువ అస్థిరతను కలిగి ఉంటాయిమ్యూచువల్ ఫండ్స్. అయితే, ఈక్విటీలలో 65 శాతం (లేదా అంతకంటే ఎక్కువ) కార్పస్‌లో పెట్టుబడి పెట్టే పథకం ప్రమాద రహిత పెట్టుబడిగా పరిగణించబడదు.

ఎవరు పెట్టుబడి పెట్టాలి?

ఒకపెట్టుబడిదారుడు పెట్టుబడిలో కొంత స్థాయి రిస్క్‌ని తట్టుకోగలిగిన వారు దూకుడు హైబ్రిడ్ ఫండ్స్‌లో పెట్టుబడి పెట్టడాన్ని పరిగణించవచ్చు. అలాగే, ఈక్విటీలలో పెట్టుబడి పెట్టాలనుకునే పెట్టుబడిదారుడు, అదే సమయంలో సురక్షితమైన మార్గాన్ని అనుసరించాలనుకునే వారు ఈ ఫండ్‌తో ప్రారంభించవచ్చు.

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టాప్ 7 బెస్ట్ పెర్ఫార్మింగ్ అగ్రెసివ్ హైబ్రిడ్ ఫండ్స్ 2022

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2023 (%)
JM Equity Hybrid Fund Growth	₹127.385 ↑ 0.42	₹679	-2.3	5.5	33.8	22.9	24.9	33.8
ICICI Prudential Equity and Debt Fund Growth	₹371.94 ↓ -1.24	₹40,203	-2.7	5.1	23.9	19.5	22.1	28.2
BOI AXA Mid and Small Cap Equity and Debt Fund Growth	₹40.19 ↓ -0.21	₹1,010	2.5	10	31.9	19.4	27.7	33.7
UTI Hybrid Equity Fund Growth	₹404.693 ↓ -1.19	₹6,111	-0.6	9.5	26.8	17.2	19.7	25.5
Kotak Equity Hybrid Fund Growth	₹62.789 ↑ 0.13	₹6,606	0.9	9.7	27.9	16.1	19	20.1
Sundaram Equity Hybrid Fund Growth	₹135.137 ↑ 0.78	₹1,954	0.5	10.5	27.1	16	14.2
Nippon India Equity Hybrid Fund Growth	₹103.956 ↓ -0.40	₹3,858	-0.4	7.4	22.7	16	14.1	24.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Dec 24

* ఆధారంగా నిధుల జాబితాఆస్తులు >= 200 కోట్లు & క్రమబద్ధీకరించబడింది3 సంవత్సరంCAGR తిరిగి.

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 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% .

Below is the key information for JM Equity Hybrid Fund

JM Equity Hybrid Fund Growth
Launch Date	1 Apr 95
NAV (13 Dec 24)	₹127.385 ↑ 0.42 (0.33 %)
Net Assets (Cr)	₹679 on 31 Oct 24
Category	Hybrid - Hybrid Equity
AMC	JM Financial Asset Management Limited
Rating	☆
Risk	Moderately High
Expense Ratio	2.36
Sharpe Ratio	2.49
Information Ratio	1.4
Alpha Ratio	14.65
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
30 Nov 19	₹10,000
30 Nov 20	₹12,601
30 Nov 21	₹15,991
30 Nov 22	₹17,656
30 Nov 23	₹22,312
30 Nov 24	₹29,843

JM Equity Hybrid Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833 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 13 Dec 24

Duration	Returns
1 Month	3.3%
3 Month	-2.3%
6 Month	5.5%
1 Year	33.8%
3 Year	22.9%
5 Year	24.9%
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	0.17 Yr.
Asit Bhandarkar	31 Dec 21	2.92 Yr.
Chaitanya Choksi	20 Aug 21	3.28 Yr.
Ruchi Fozdar	4 Oct 24	0.16 Yr.

Data below for JM Equity Hybrid Fund as on 31 Oct 24

Asset Allocation

Asset Class	Value
Cash	5.94%
Equity	74.96%
Debt	19.1%

Equity Sector Allocation

Sector	Value
Financial Services	17.09%
Technology	11.7%
Industrials	10.68%
Health Care	9.58%
Consumer Cyclical	9.53%
Basic Materials	6.19%
Consumer Defensive	4.41%
Communication Services	3.73%
Energy	1.23%
Real Estate	0.81%

Debt Sector Allocation

Sector	Value
Government	11.44%
Corporate	7.67%
Cash Equivalent	5.94%

Credit Quality

Rating	Value
AAA	100%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Jun 24 \| HDFCBANK	5%	₹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 \| INFY	4%	₹30 Cr	170,000 ↑ 90,000
Axis Bank Ltd (Financial Services) Equity, Since 30 Sep 24 \| 532215	3%	₹23 Cr	200,000 ↑ 75,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 21 \| ICICIBANK	3%	₹21 Cr	163,000
ITC Ltd (Consumer Defensive) Equity, Since 31 Aug 24 \| ITC	3%	₹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 \| 532977	2%	₹15 Cr	14,780 ↑ 2,500
Akums Drugs and Pharmaceuticals Ltd (Healthcare) Equity, Since 31 Jul 24 \| AKUMS	2%	₹14 Cr	162,542
Varun Beverages Ltd (Consumer Defensive) Equity, Since 30 Apr 24 \| VBL	2%	₹13 Cr	220,000

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 15.5% since its launch. Ranked 7 in Hybrid Equity category. Return for 2023 was 28.2% , 2022 was 11.7% and 2021 was 41.7% .

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 (12 Dec 24)	₹371.94 ↓ -1.24 (-0.33 %)
Net Assets (Cr)	₹40,203 on 31 Oct 24
Category	Hybrid - Hybrid Equity
AMC	ICICI Prudential Asset Management Company Limited
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.78
Sharpe Ratio	2.45
Information Ratio	1.93
Alpha Ratio	6.47
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
30 Nov 19	₹10,000
30 Nov 20	₹10,154
30 Nov 21	₹15,389
30 Nov 22	₹17,785
30 Nov 23	₹21,172
30 Nov 24	₹26,558

ICICI Prudential 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 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 13 Dec 24

Duration	Returns
1 Month	1.6%
3 Month	-2.7%
6 Month	5.1%
1 Year	23.9%
3 Year	19.5%
5 Year	22.1%
10 Year
15 Year
Since launch	15.5%

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	8.99 Yr.
Manish Banthia	19 Sep 13	11.21 Yr.
Mittul Kalawadia	29 Dec 20	3.93 Yr.
Akhil Kakkar	22 Jan 24	0.86 Yr.
Sri Sharma	30 Apr 21	3.59 Yr.
Sharmila D’mello	31 Jul 22	2.34 Yr.
Nitya Mishra	4 Nov 24	0.07 Yr.

Data below for ICICI Prudential Equity and Debt Fund as on 31 Oct 24

Asset Allocation

Asset Class	Value
Cash	12.19%
Equity	71.37%
Debt	15.7%

Equity Sector Allocation

Sector	Value
Financial Services	19.95%
Consumer Cyclical	11.29%
Utility	6.66%
Energy	6.35%
Health Care	6.05%
Industrials	4.92%
Communication Services	4.67%
Consumer Defensive	3.79%
Technology	3.57%
Basic Materials	2.32%
Real Estate	1.57%

Debt Sector Allocation

Sector	Value
Cash Equivalent	12.19%
Corporate	9.49%
Government	6.95%

Credit Quality

Rating	Value
A	3.14%
AA	29.48%
AAA	67.38%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
NTPC Ltd (Utilities) Equity, Since 28 Feb 17 \| 532555	6%	₹2,601 Cr	63,727,942 ↑ 920,342
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jul 12 \| ICICIBANK	6%	₹2,530 Cr	19,579,632
HDFC Bank Ltd (Financial Services) Equity, Since 30 Apr 21 \| HDFCBANK	6%	₹2,217 Cr	12,775,772
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 31 Jul 21 \| MARUTI	5%	₹1,912 Cr	1,726,496 ↑ 148,405
Bharti Airtel Ltd (Communication Services) Equity, Since 31 May 16 \| BHARTIARTL	4%	₹1,584 Cr	9,820,680
Sun Pharmaceuticals Industries Ltd (Healthcare) Equity, Since 31 May 16 \| SUNPHARMA	4%	₹1,583 Cr	8,561,834
Oil & Natural Gas Corp Ltd (Energy) Equity, Since 30 Apr 17 \| 500312	3%	₹1,239 Cr	46,537,101 ↑ 8,459,299
Reliance Industries Ltd (Energy) Equity, Since 30 Jun 22 \| RELIANCE	3%	₹1,132 Cr	8,498,686 ↑ 470,000
TVS Motor Co Ltd (Consumer Cyclical) Equity, Since 28 Feb 18 \| 532343	2%	₹999 Cr	4,004,547 ↑ 164,262
Avenue Supermarts Ltd (Consumer Defensive) Equity, Since 31 Jan 23 \| 540376	2%	₹861 Cr	2,189,548 ↑ 1,412,144

3. 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 18% since its launch. Return for 2023 was 33.7% , 2022 was -4.8% and 2021 was 54.5% .

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 (12 Dec 24)	₹40.19 ↓ -0.21 (-0.52 %)
Net Assets (Cr)	₹1,010 on 31 Oct 24
Category	Hybrid - Hybrid Equity
AMC	BOI AXA Investment Mngrs Private Ltd
Rating	Not Rated
Risk	Moderately High
Expense Ratio	2.68
Sharpe Ratio	2.18
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
30 Nov 19	₹10,000
30 Nov 20	₹12,521
30 Nov 21	₹19,201
30 Nov 22	₹19,268
30 Nov 23	₹24,933
30 Nov 24	₹32,055

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

Total investment amount is ₹300,000
expected amount after 5 Years is ₹598,181.
Net Profit of ₹298,181 Invest Now

Returns for 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 13 Dec 24

Duration	Returns
1 Month	6.7%
3 Month	2.5%
6 Month	10%
1 Year	31.9%
3 Year	19.4%
5 Year	27.7%
10 Year
15 Year
Since launch	18%

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	7.79 Yr.

Data below for BOI AXA Mid and Small Cap Equity and Debt Fund as on 31 Oct 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
AA	2.16%
AAA	97.84%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Jindal Stainless Ltd (Basic Materials) Equity, Since 30 Sep 21 \| JSL	3%	₹28 Cr	410,000 ↑ 25,000
Nippon Life India Asset Management Ltd Ordinary Shares (Financial Services) Equity, Since 31 Jan 24 \| NAM-INDIA	2%	₹22 Cr	315,000 ↑ 35,000
Castrol India Ltd (Energy) Equity, Since 31 Jan 24 \| 500870	2%	₹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 \| UNOMINDA	2%	₹20 Cr	200,000
Coforge Ltd (Technology) Equity, Since 31 May 20 \| COFORGE	2%	₹20 Cr	25,600 ↑ 7,600
Oil India Ltd (Energy) Equity, Since 31 Mar 23 \| 533106	2%	₹18 Cr	390,169 ↓ -84,831
Eris Lifesciences Ltd Registered Shs (Healthcare) Equity, Since 31 Jul 23 \| ERIS	2%	₹18 Cr	138,000
Small Industries Development Bank Of India Debentures \| -	2%	₹18 Cr	1,800,000

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 15.4% since its launch. Ranked 12 in Hybrid Equity category. Return for 2023 was 25.5% , 2022 was 5.6% and 2021 was 30.5% .

Below is the key information for UTI Hybrid Equity Fund

UTI Hybrid Equity Fund Growth
Launch Date	2 Jan 95
NAV (12 Dec 24)	₹404.693 ↓ -1.19 (-0.29 %)
Net Assets (Cr)	₹6,111 on 31 Oct 24
Category	Hybrid - Hybrid Equity
AMC	UTI Asset Management Company Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.91
Sharpe Ratio	2.43
Information Ratio	1.51
Alpha Ratio	5.63
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
30 Nov 19	₹10,000
30 Nov 20	₹10,744
30 Nov 21	₹14,631
30 Nov 22	₹15,988
30 Nov 23	₹18,625
30 Nov 24	₹23,616

UTI Hybrid Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520 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 13 Dec 24

Duration	Returns
1 Month	3.4%
3 Month	-0.6%
6 Month	9.5%
1 Year	26.8%
3 Year	17.2%
5 Year	19.7%
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	15.2 Yr.
Sunil Patil	5 Feb 18	6.82 Yr.

Data below for UTI Hybrid Equity Fund as on 31 Oct 24

Asset Allocation

Asset Class	Value
Cash	2.75%
Equity	69.74%
Debt	27.52%

Equity Sector Allocation

Sector	Value
Financial Services	23.02%
Consumer Cyclical	8.24%
Technology	8.22%
Basic Materials	5.98%
Health Care	5.29%
Industrials	4.86%
Consumer Defensive	4.59%
Communication Services	4.21%
Energy	2.16%
Utility	2.13%
Real Estate	1.04%

Debt Sector Allocation

Sector	Value
Government	22.56%
Corporate	4.96%
Cash Equivalent	2.75%

Credit Quality

Rating	Value
AA	2.82%
AAA	97.18%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 29 Feb 20 \| HDFCBANK	7%	₹421 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 \| ICICIBANK	5%	₹314 Cr	2,418,644 ↓ -14,433
7.23% Govt Stock 2039 Sovereign Bonds \| -	4%	₹269 Cr	2,600,000,000
Infosys Ltd (Technology) Equity, Since 31 Mar 06 \| INFY	4%	₹236 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%	₹202 Cr	4,242,150
Reliance Industries Ltd (Energy) Equity, Since 31 Dec 19 \| RELIANCE	2%	₹132 Cr	1,018,931 ↓ -168,251
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

5. Kotak Equity Hybrid Fund

(Erstwhile Kotak Balance Fund)

The objective of the Scheme is to achieve growth by investing in equity and equity related instruments, balanced with income generation by investing in debt and money market instruments.

Kotak Equity Hybrid Fund is a Hybrid - Hybrid Equity fund was launched on 3 Nov 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.3% since its launch. Ranked 17 in Hybrid Equity category. Return for 2023 was 20.1% , 2022 was 5% and 2021 was 28.9% .

Below is the key information for Kotak Equity Hybrid Fund

Kotak Equity Hybrid Fund Growth
Launch Date	3 Nov 14
NAV (13 Dec 24)	₹62.789 ↑ 0.13 (0.20 %)
Net Assets (Cr)	₹6,606 on 31 Oct 24
Category	Hybrid - Hybrid Equity
AMC	Kotak Mahindra Asset Management Co Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.85
Sharpe Ratio	2.35
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
30 Nov 19	₹10,000
30 Nov 20	₹11,106
30 Nov 21	₹14,813
30 Nov 22	₹16,078
30 Nov 23	₹18,105
30 Nov 24	₹23,230

Kotak Equity Hybrid Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520 Invest Now

Returns for Kotak 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 13 Dec 24

Duration	Returns
1 Month	3.8%
3 Month	0.9%
6 Month	9.7%
1 Year	27.9%
3 Year	16.1%
5 Year	19%
10 Year
15 Year
Since launch	13.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	20.1%
2022	5%
2021	28.9%
2020	15.4%
2019	14.1%
2018	-6.2%
2017	23.2%
2016	11%
2015	1.9%
2014

Fund Manager information for Kotak Equity Hybrid Fund

Name	Since	Tenure
Abhishek Bisen	4 Jun 09	15.5 Yr.
Atul Bhole	22 Jan 24	0.86 Yr.

Data below for Kotak Equity Hybrid Fund as on 31 Oct 24

Asset Allocation

Asset Class	Value
Cash	1.64%
Equity	73.28%
Debt	25.07%

Equity Sector Allocation

Sector	Value
Financial Services	14.72%
Technology	13.69%
Industrials	10.42%
Basic Materials	8.77%
Health Care	6.45%
Consumer Cyclical	4.09%
Consumer Defensive	3.73%
Communication Services	3.61%
Utility	3.47%
Energy	2.75%
Real Estate	1.57%

Debt Sector Allocation

Sector	Value
Government	20.6%
Corporate	4.48%
Cash Equivalent	1.64%

Credit Quality

Rating	Value
A	0.9%
AA	3.73%
AAA	95.38%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
7.18% Govt Stock 2037 Sovereign Bonds \| -	8%	₹526 Cr	51,313,830 ↑ 5,000,000
HDFC Bank Ltd (Financial Services) Equity, Since 30 Jun 11 \| HDFCBANK	4%	₹290 Cr	1,670,812
Bharti Airtel Ltd (Communication Services) Equity, Since 29 Feb 24 \| BHARTIARTL	4%	₹239 Cr	1,479,465 ↑ 200,000
Infosys Ltd (Technology) Equity, Since 30 Apr 10 \| INFY	3%	₹209 Cr	1,189,800
Oracle Financial Services Software Ltd (Technology) Equity, Since 31 Jan 22 \| OFSS	3%	₹186 Cr	170,981
Power Finance Corp Ltd (Financial Services) Equity, Since 31 Jan 24 \| 532810	3%	₹173 Cr	3,802,007 ↑ 350,000
NTPC Ltd (Utilities) Equity, Since 31 Jul 19 \| 532555	3%	₹170 Cr	4,153,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 10 \| ICICIBANK	3%	₹167 Cr	1,290,708
Wipro Ltd (Technology) Equity, Since 30 Sep 24 \| 507685	2%	₹134 Cr	2,421,049 ↑ 750,000
Fortis Healthcare Ltd (Healthcare) Equity, Since 31 Mar 24 \| 532843	2%	₹130 Cr	2,086,260

6. 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
30 Nov 19	₹10,000
30 Nov 20	₹10,468
30 Nov 21	₹13,798

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 13 Dec 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

7. Nippon India Equity Hybrid Fund

(Erstwhile Reliance Regular Savings Fund - Balanced Plan)

The primary investment objective of this option is to generate consistent returns and appreciation of capital by investing in mix of securities comprising of Equity, Equity related instruments & fixed income instruments.

Nippon India Equity Hybrid Fund is a Hybrid - Hybrid Equity fund was launched on 8 Jun 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.7% since its launch. Ranked 8 in Hybrid Equity category. Return for 2023 was 24.1% , 2022 was 6.6% and 2021 was 27.8% .

Below is the key information for Nippon India Equity Hybrid Fund

Nippon India Equity Hybrid Fund Growth
Launch Date	8 Jun 05
NAV (12 Dec 24)	₹103.956 ↓ -0.40 (-0.38 %)
Net Assets (Cr)	₹3,858 on 31 Oct 24
Category	Hybrid - Hybrid Equity
AMC	Nippon Life Asset Management Ltd.
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	2.02
Sharpe Ratio	2.27
Information Ratio	1.76
Alpha Ratio	3.68
Min Investment	500
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
30 Nov 19	₹10,000
30 Nov 20	₹8,894
30 Nov 21	₹11,927
30 Nov 22	₹13,209
30 Nov 23	₹15,183
30 Nov 24	₹18,678

Nippon India 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 Nippon India 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 13 Dec 24

Duration	Returns
1 Month	3.2%
3 Month	-0.4%
6 Month	7.4%
1 Year	22.7%
3 Year	16%
5 Year	14.1%
10 Year
15 Year
Since launch	12.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	24.1%
2022	6.6%
2021	27.8%
2020	-5.3%
2019	3%
2018	-4.9%
2017	29.5%
2016	4.2%
2015	8.7%
2014	43.2%

Fund Manager information for Nippon India Equity Hybrid Fund

Name	Since	Tenure
Meenakshi Dawar	10 Sep 21	3.23 Yr.
Kinjal Desai	25 May 18	6.53 Yr.
Sushil Budhia	1 Feb 20	4.84 Yr.
Akshay Sharma	1 Dec 22	2 Yr.

Data below for Nippon India Equity Hybrid Fund as on 31 Oct 24

Asset Allocation

Asset Class	Value
Cash	3.29%
Equity	75.9%
Debt	20.8%

Equity Sector Allocation

Sector	Value
Financial Services	23.33%
Consumer Cyclical	9.11%
Industrials	8.96%
Technology	8.37%
Health Care	5.99%
Consumer Defensive	4.45%
Energy	3.69%
Utility	3.63%
Communication Services	3.27%
Basic Materials	2.63%
Real Estate	2.22%

Debt Sector Allocation

Sector	Value
Corporate	13.83%
Government	6.42%
Cash Equivalent	3.29%
Securitized	0.55%

Credit Quality

Rating	Value
A	2.53%
AA	41.21%
AAA	56.26%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jul 10 \| HDFCBANK	6%	₹212 Cr	1,182,356
ICICI Bank Ltd (Financial Services) Equity, Since 30 Apr 12 \| ICICIBANK	5%	₹204 Cr	1,570,000
Infosys Ltd (Technology) Equity, Since 28 Feb 11 \| INFY	4%	₹136 Cr	730,000
Larsen & Toubro Ltd (Industrials) Equity, Since 28 Feb 13 \| LT	3%	₹132 Cr	354,838
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Dec 19 \| BHARTIARTL	3%	₹108 Cr	665,000
Axis Bank Ltd (Financial Services) Equity, Since 30 Sep 18 \| AXISBANK	3%	₹106 Cr	933,200
Reliance Industries Ltd (Energy) Equity, Since 31 Jul 14 \| RELIANCE	3%	₹104 Cr	806,000
7.1% Govt Stock 2034 Sovereign Bonds \| -	3%	₹102 Cr	10,000,000
NTPC Ltd (Utilities) Equity, Since 31 Aug 20 \| NTPC	3%	₹102 Cr	2,800,620
State Bank of India (Financial Services) Equity, Since 31 Jul 16 \| SBIN	2%	₹85 Cr	1,010,000

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