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ఫిన్‌క్యాష్ »మ్యూచువల్ ఫండ్స్ »ఉత్తమ అగ్రెసివ్ హైబ్రిడ్ ఫండ్స్
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7 ఉత్తమ అగ్రెసివ్ హైబ్రిడ్ మ్యూచువల్ ఫండ్‌లు 2022
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 ₹117.677
↑ 0.42 ₹768 1.2 -6.3 6.3 20.9 27.8 27 ICICI Prudential Equity and Debt Fund Growth ₹381.88
↑ 2.55 ₹40,962 6.5 1.9 12 18.6 27.3 17.2 UTI Hybrid Equity Fund Growth ₹394.022
↑ 1.68 ₹5,910 2.5 -0.6 13 17.1 23.3 19.7 DSP BlackRock Equity and Bond Fund Growth ₹353.88
↑ 1.44 ₹10,425 5.8 2.6 18.8 16.2 20.1 17.7 Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78 ₹1,954 0.5 10.5 27.1 16 14.2 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹36.15
↑ 0.18 ₹1,068 -0.7 -4.1 5.9 15.5 27.1 25.8 Nippon India Equity Hybrid Fund Growth ₹101.179
↑ 0.65 ₹3,688 3.8 -1 10 15.3 21.7 16.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 Apr 25 ఆస్తులు >= 200 కోట్లు & క్రమబద్ధీకరించబడింది3 సంవత్సరంCAGR తిరిగి.
(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 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 Seeks to generate long term capital appreciation and current income from a portfolio constituted of equity and equity related securities as well as fixed income securities. DSP BlackRock Equity and Bond Fund is a Hybrid - Hybrid Equity fund was launched on 27 May 99. It is a fund with Moderately High risk and has given a Below is the key information for DSP BlackRock Equity and Bond 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 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 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 Below is the key information for Nippon India Equity Hybrid Fund Returns up to 1 year are on 1. JM Equity Hybrid Fund
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% . JM Equity Hybrid Fund
Growth Launch Date 1 Apr 95 NAV (23 Apr 25) ₹117.677 ↑ 0.42 (0.36 %) Net Assets (Cr) ₹768 on 31 Mar 25 Category Hybrid - Hybrid Equity AMC JM Financial Asset Management Limited Rating ☆ Risk Moderately High Expense Ratio 2.36 Sharpe Ratio 0.07 Information Ratio 1.04 Alpha Ratio 0.05 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 Mar 20 ₹10,000 31 Mar 21 ₹17,786 31 Mar 22 ₹20,451 31 Mar 23 ₹21,645 31 Mar 24 ₹32,246 31 Mar 25 ₹34,502 Returns for JM Equity Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Apr 25 Duration Returns 1 Month 3.5% 3 Month 1.2% 6 Month -6.3% 1 Year 6.3% 3 Year 20.9% 5 Year 27.8% 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 0.41 Yr. Asit Bhandarkar 31 Dec 21 3.17 Yr. Chaitanya Choksi 20 Aug 21 3.53 Yr. Ruchi Fozdar 4 Oct 24 0.41 Yr. Data below for JM Equity Hybrid Fund as on 31 Mar 25
Asset Allocation
Asset Class Value Cash 12.53% Equity 69.26% Debt 18.22% Equity Sector Allocation
Sector Value Financial Services 22.12% Consumer Cyclical 11.89% Technology 9.76% Health Care 8.86% Consumer Defensive 4.28% Basic Materials 4.23% Communication Services 3.55% Industrials 3.18% Debt Sector Allocation
Sector Value Cash Equivalent 11.24% Government 10.52% Corporate 8.99% Credit Quality
Rating Value AA 0.7% AAA 99.3% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jan 25 | 5000346% ₹43 Cr 50,004
↑ 7,000 Infosys Ltd (Technology)
Equity, Since 30 Nov 20 | INFY5% ₹34 Cr 200,000 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 24 | HDFCBANK4% ₹29 Cr 167,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 21 | ICICIBANK4% ₹29 Cr 240,114
↑ 40,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 24 | BHARTIARTL4% ₹26 Cr 165,000 6.92% Govt Stock 2039
Sovereign Bonds | -4% ₹26 Cr 2,550,000
↑ 1,000,000 Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | 5329773% ₹25 Cr 31,280 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jan 25 | KOTAKBANK3% ₹23 Cr 120,000
↑ 60,000 Voltas Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | VOLTAS3% ₹20 Cr 150,000
↑ 75,000 Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | JUBLFOOD2% ₹18 Cr 285,000
↓ -15,000 2. ICICI Prudential Equity and Debt Fund
CAGR/Annualized return of 15.4% since its launch. Ranked 7 in Hybrid Equity category. Return for 2024 was 17.2% , 2023 was 28.2% and 2022 was 11.7% . ICICI Prudential Equity and Debt Fund
Growth Launch Date 3 Nov 99 NAV (23 Apr 25) ₹381.88 ↑ 2.55 (0.67 %) Net Assets (Cr) ₹40,962 on 31 Mar 25 Category Hybrid - Hybrid Equity AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.78 Sharpe Ratio 0.26 Information Ratio 1.86 Alpha Ratio 1.98 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 Mar 20 ₹10,000 31 Mar 21 ₹16,015 31 Mar 22 ₹21,325 31 Mar 23 ₹22,530 31 Mar 24 ₹31,792 31 Mar 25 ₹34,795 Returns for ICICI Prudential Equity and Debt Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Apr 25 Duration Returns 1 Month 4.1% 3 Month 6.5% 6 Month 1.9% 1 Year 12% 3 Year 18.6% 5 Year 27.3% 10 Year 15 Year Since launch 15.4% 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 9.24 Yr. Manish Banthia 19 Sep 13 11.45 Yr. Mittul Kalawadia 29 Dec 20 4.17 Yr. Akhil Kakkar 22 Jan 24 1.11 Yr. Sri Sharma 30 Apr 21 3.84 Yr. Sharmila D’mello 31 Jul 22 2.59 Yr. Nitya Mishra 4 Nov 24 0.32 Yr. Data below for ICICI Prudential Equity and Debt Fund as on 31 Mar 25
Asset Allocation
Asset Class Value Cash 9.94% Equity 71.65% Debt 17.89% Equity Sector Allocation
Sector Value Financial Services 22.23% Consumer Cyclical 11.05% Energy 7.13% Health Care 5.89% Utility 5.74% Industrials 5.43% Communication Services 4.64% Consumer Defensive 4.21% Technology 3.23% Basic Materials 2.53% Real Estate 1.52% Debt Sector Allocation
Sector Value Corporate 12% Cash Equivalent 8.02% Government 7.55% Securitized 0.78% Credit Quality
Rating Value A 3.59% AA 30.61% AAA 65.81% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | HDFCBANK7% ₹2,643 Cr 15,255,052
↑ 500,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | ICICIBANK6% ₹2,445 Cr 20,309,765 NTPC Ltd (Utilities)
Equity, Since 28 Feb 17 | 5325555% ₹2,115 Cr 67,916,745
↓ -1,933,121 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | MARUTI5% ₹1,967 Cr 1,646,589
↓ -40,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 16 | BHARTIARTL4% ₹1,715 Cr 10,920,680 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 May 16 | SUNPHARMA4% ₹1,605 Cr 10,075,438
↑ 445,000 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Apr 17 | 5003123% ₹1,226 Cr 54,447,874
↑ 2,500,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 22 | RELIANCE3% ₹1,128 Cr 9,398,686
↑ 900,000 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Jan 23 | 5403763% ₹1,088 Cr 3,196,567
↑ 10,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 21 | 5322153% ₹1,028 Cr 10,125,460 3. UTI Hybrid Equity Fund
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% . UTI Hybrid Equity Fund
Growth Launch Date 2 Jan 95 NAV (23 Apr 25) ₹394.022 ↑ 1.68 (0.43 %) Net Assets (Cr) ₹5,910 on 31 Mar 25 Category Hybrid - Hybrid Equity AMC UTI Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.91 Sharpe Ratio 0.35 Information Ratio 1.63 Alpha Ratio 3.16 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 Mar 20 ₹10,000 31 Mar 21 ₹16,141 31 Mar 22 ₹19,352 31 Mar 23 ₹20,172 31 Mar 24 ₹26,919 31 Mar 25 ₹29,806 Returns for UTI Hybrid Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Apr 25 Duration Returns 1 Month 3.5% 3 Month 2.5% 6 Month -0.6% 1 Year 13% 3 Year 17.1% 5 Year 23.3% 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 15.44 Yr. Sunil Patil 5 Feb 18 7.07 Yr. Data below for UTI Hybrid Equity Fund as on 31 Mar 25
Asset Allocation
Asset Class Value Cash 3.45% Equity 67.42% Debt 29.14% Equity Sector Allocation
Sector Value Financial Services 22.79% Consumer Cyclical 8.28% Technology 6.73% Basic Materials 6.04% Consumer Defensive 4.69% Communication Services 4.5% Industrials 4.42% Health Care 4.02% Energy 3.43% Utility 1.57% Real Estate 0.94% Debt Sector Allocation
Sector Value Government 22.58% Corporate 6.56% Cash Equivalent 3.45% Credit Quality
Rating Value AA 1.11% AAA 98.89% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 29 Feb 20 | HDFCBANK7% ₹403 Cr 2,328,702 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 10 | ICICIBANK5% ₹291 Cr 2,418,644 7.18% Govt Stock 2037
Sovereign Bonds | -5% ₹268 Cr 2,625,000,000 7.23% Govt Stock 2039
Sovereign Bonds | -5% ₹267 Cr 2,600,000,000 Infosys Ltd (Technology)
Equity, Since 31 Mar 06 | INFY4% ₹198 Cr 1,174,984
↓ -50,658 ITC Ltd (Consumer Defensive)
Equity, Since 31 Aug 06 | ITC3% ₹168 Cr 4,242,150 7.41% Govt Stock 2036
Sovereign Bonds | -2% ₹130 Cr 1,250,000,000 6.92% Govt Stock 2039
Sovereign Bonds | -2% ₹125 Cr 1,250,000,000 7.32% Govt Stock 2030
Sovereign Bonds | -2% ₹124 Cr 1,200,000,000 6.79% Govt Stock 2034
Sovereign Bonds | -2% ₹116 Cr 1,150,000,000
↑ 750,000,000 4. DSP BlackRock Equity and Bond Fund
CAGR/Annualized return of 14.8% since its launch. Ranked 9 in Hybrid Equity category. Return for 2024 was 17.7% , 2023 was 25.3% and 2022 was -2.7% . DSP BlackRock Equity and Bond Fund
Growth Launch Date 27 May 99 NAV (23 Apr 25) ₹353.88 ↑ 1.44 (0.41 %) Net Assets (Cr) ₹10,425 on 31 Mar 25 Category Hybrid - Hybrid Equity AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.79 Sharpe Ratio 0.82 Information Ratio 0.71 Alpha Ratio 8.68 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 Mar 20 ₹10,000 31 Mar 21 ₹15,199 31 Mar 22 ₹17,138 31 Mar 23 ₹17,023 31 Mar 24 ₹21,867 31 Mar 25 ₹25,577 Returns for DSP BlackRock Equity and Bond Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Apr 25 Duration Returns 1 Month 4.5% 3 Month 5.8% 6 Month 2.6% 1 Year 18.8% 3 Year 16.2% 5 Year 20.1% 10 Year 15 Year Since launch 14.8% Historical performance (Yearly) on absolute basis
Year Returns 2023 17.7% 2022 25.3% 2021 -2.7% 2020 24.2% 2019 17% 2018 14.2% 2017 -5.1% 2016 27.6% 2015 8.3% 2014 4.8% Fund Manager information for DSP BlackRock Equity and Bond Fund
Name Since Tenure Abhishek Singh 1 Mar 24 1 Yr. Shantanu Godambe 1 Aug 24 0.58 Yr. Data below for DSP BlackRock Equity and Bond Fund as on 31 Mar 25
Asset Allocation
Asset Class Value Cash 6.04% Equity 68.79% Debt 25.17% Equity Sector Allocation
Sector Value Financial Services 31.37% Consumer Cyclical 8.45% Health Care 7.7% Consumer Defensive 6.17% Basic Materials 4.71% Technology 3.74% Industrials 2.87% Communication Services 1.45% Utility 1.35% Energy 1% Debt Sector Allocation
Sector Value Government 16.63% Corporate 8.54% Cash Equivalent 6.04% Credit Quality
Rating Value AA 9.93% AAA 90.07% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 14 | HDFCBANK8% ₹740 Cr 4,270,582 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 15 | ICICIBANK5% ₹444 Cr 3,688,426 7.34% Govt Stock 2064
Sovereign Bonds | -4% ₹363 Cr 34,500,000
↑ 5,000,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Mar 24 | M&M3% ₹341 Cr 1,317,286
↑ 96,216 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 5322153% ₹328 Cr 3,227,520
↑ 504,984 Cipla Ltd (Healthcare)
Equity, Since 31 May 24 | 5000873% ₹304 Cr 2,156,479 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Apr 24 | SBILIFE3% ₹284 Cr 1,984,938
↑ 145,622 7.14% Madhya Pradesh SDL 2043
Sovereign Bonds | -3% ₹258 Cr 25,000,000 ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 24 | ITC3% ₹250 Cr 6,335,914
↑ 889,196 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 24 | KOTAKBANK2% ₹241 Cr 1,268,082 5. Sundaram Equity Hybrid Fund
CAGR/Annualized return of 12.8% since its launch. Ranked 25 in Hybrid Equity category. . Sundaram Equity Hybrid Fund
Growth Launch Date 23 Jun 00 NAV (31 Dec 21) ₹135.137 ↑ 0.78 (0.58 %) Net Assets (Cr) ₹1,954 on 30 Nov 21 Category Hybrid - Hybrid Equity AMC Sundaram Asset Management Company Ltd Rating ☆☆ Risk Moderately High Expense Ratio 2.18 Sharpe Ratio 2.64 Information Ratio -0.12 Alpha Ratio 5.81 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 20 ₹10,000 31 Mar 21 ₹14,627 Returns for Sundaram Equity Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Apr 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 6. BOI AXA Mid and Small Cap Equity and Debt Fund
CAGR/Annualized return of 15.8% since its launch. Return for 2024 was 25.8% , 2023 was 33.7% and 2022 was -4.8% . BOI AXA Mid and Small Cap Equity and Debt Fund
Growth Launch Date 20 Jul 16 NAV (23 Apr 25) ₹36.15 ↑ 0.18 (0.50 %) Net Assets (Cr) ₹1,068 on 31 Mar 25 Category Hybrid - Hybrid Equity AMC BOI AXA Investment Mngrs Private Ltd Rating Risk Moderately High Expense Ratio 2.68 Sharpe Ratio 0.08 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 Mar 20 ₹10,000 31 Mar 21 ₹16,955 31 Mar 22 ₹22,790 31 Mar 23 ₹21,965 31 Mar 24 ₹32,073 31 Mar 25 ₹34,204 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 23 Apr 25 Duration Returns 1 Month 2.8% 3 Month -0.7% 6 Month -4.1% 1 Year 5.9% 3 Year 15.5% 5 Year 27.1% 10 Year 15 Year Since launch 15.8% 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 8.04 Yr. Data below for BOI AXA Mid and Small Cap Equity and Debt Fund as on 31 Mar 25
Asset Allocation
Asset Class Value Cash 8.67% Equity 74.88% Debt 16.46% Equity Sector Allocation
Sector Value Financial Services 14.83% Basic Materials 13.96% Technology 10.93% Consumer Cyclical 10.29% Industrials 10.02% Health Care 7.86% Consumer Defensive 3.62% Energy 2.18% Utility 1.17% Debt Sector Allocation
Sector Value Government 11.53% Corporate 7.39% Cash Equivalent 6.2% Credit Quality
Rating Value AA 2.14% AAA 97.86% Top Securities Holdings / Portfolio
Name Holding Value Quantity Coforge Ltd (Technology)
Equity, Since 31 May 20 | COFORGE4% ₹39 Cr 52,800
↑ 1,800 Jindal Stainless Ltd (Basic Materials)
Equity, Since 30 Sep 21 | JSL3% ₹32 Cr 542,000
↑ 92,000 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Dec 23 | DIXON3% ₹29 Cr 21,000
↑ 2,000 Housing & Urban Development Corp Ltd (Financial Services)
Equity, Since 31 May 24 | HUDCO3% ₹25 Cr 1,500,000
↑ 200,000 Castrol India Ltd (Energy)
Equity, Since 31 Jan 24 | 5008702% ₹21 Cr 1,001,000 PB Fintech Ltd (Financial Services)
Equity, Since 29 Feb 24 | 5433902% ₹21 Cr 145,000 BSE Ltd (Financial Services)
Equity, Since 31 Aug 23 | BSE2% ₹20 Cr 43,500
↑ 10,000 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 Swan Energy Ltd (Industrials)
Equity, Since 31 Dec 23 | SWANENERGY2% ₹19 Cr 475,000 7. Nippon India Equity Hybrid Fund
CAGR/Annualized return of 12.4% since its launch. Ranked 8 in Hybrid Equity category. Return for 2024 was 16.1% , 2023 was 24.1% and 2022 was 6.6% . Nippon India Equity Hybrid Fund
Growth Launch Date 8 Jun 05 NAV (23 Apr 25) ₹101.179 ↑ 0.65 (0.64 %) Net Assets (Cr) ₹3,688 on 31 Mar 25 Category Hybrid - Hybrid Equity AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.02 Sharpe Ratio 0.06 Information Ratio 0.99 Alpha Ratio -0.23 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 31 Mar 20 ₹10,000 31 Mar 21 ₹15,960 31 Mar 22 ₹18,761 31 Mar 23 ₹19,596 31 Mar 24 ₹25,750 31 Mar 25 ₹27,569 Returns for Nippon India Equity Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Apr 25 Duration Returns 1 Month 4% 3 Month 3.8% 6 Month -1% 1 Year 10% 3 Year 15.3% 5 Year 21.7% 10 Year 15 Year Since launch 12.4% Historical performance (Yearly) on absolute basis
Year Returns 2023 16.1% 2022 24.1% 2021 6.6% 2020 27.8% 2019 -5.3% 2018 3% 2017 -4.9% 2016 29.5% 2015 4.2% 2014 8.7% Fund Manager information for Nippon India Equity Hybrid Fund
Name Since Tenure Meenakshi Dawar 10 Sep 21 3.56 Yr. Kinjal Desai 25 May 18 6.86 Yr. Sushil Budhia 1 Feb 20 5.16 Yr. Data below for Nippon India Equity Hybrid Fund as on 31 Mar 25
Asset Allocation
Asset Class Value Cash 3.49% Equity 74.11% Debt 22.41% Equity Sector Allocation
Sector Value Financial Services 24.19% Industrials 8.85% Consumer Cyclical 8.17% Technology 7.87% Health Care 5.77% Consumer Defensive 3.96% Energy 3.67% Utility 3.51% Communication Services 3.41% Basic Materials 2.75% Real Estate 1.95% Debt Sector Allocation
Sector Value Corporate 14.36% Government 6.94% Cash Equivalent 3.49% Securitized 1.11% Credit Quality
Rating Value A 2.93% AA 44.98% AAA 52.09% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK6% ₹205 Cr 1,182,356 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 12 | ICICIBANK5% ₹189 Cr 1,570,000 Infosys Ltd (Technology)
Equity, Since 28 Feb 11 | INFY3% ₹123 Cr 730,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 13 | LT3% ₹112 Cr 354,838 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 19 | BHARTIARTL3% ₹104 Cr 665,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 14 | RELIANCE3% ₹97 Cr 806,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 5322153% ₹95 Cr 933,200 NTPC Ltd (Utilities)
Equity, Since 31 Aug 20 | 5325552% ₹87 Cr 2,800,620 7.23% Government Of India (15/04/2039)
Sovereign Bonds | -2% ₹77 Cr 7,500,000 State Bank of India (Financial Services)
Equity, Since 31 Jul 16 | SBIN2% ₹70 Cr 1,010,000
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