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7 బెస్ట్ అగ్రెసివ్ హైబ్రిడ్ మ్యూచువల్ ఫండ్‌లు 2022 | ఫిన్‌క్యాష్

ఫిన్‌క్యాష్ »మ్యూచువల్ ఫండ్స్ »ఉత్తమ అగ్రెసివ్ హైబ్రిడ్ ఫండ్స్

7 ఉత్తమ అగ్రెసివ్ హైబ్రిడ్ మ్యూచువల్ ఫండ్‌లు 2022

Updated on March 29, 2025 , 26774 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

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
JM Equity Hybrid Fund Growth ₹112.022
↓ -1.24
₹729-8.4-11.971928.127
ICICI Prudential Equity and Debt Fund Growth ₹365.53
↓ -3.16
₹38,5071.6-5.29.417.728.317.2
BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹34.64
↓ -0.18
₹974-10.6-11.26.616.32825.8
Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78
₹1,9540.510.527.11614.2
UTI Hybrid Equity Fund Growth ₹378.006
↓ -2.37
₹5,633-3.5-7.510.715.524.419.7
DSP BlackRock Equity and Bond Fund Growth ₹337.226
↓ -3.55
₹9,795-0.2-4.11714.320.717.7
Baroda Pioneer Hybrid Equity Fund Growth ₹81.2894
↑ 0.36
₹389-3.5-0.814.814.311.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Apr 25
* 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 12.4% since its launch.  Ranked 35 in Hybrid Equity category.  Return for 2024 was 27% , 2023 was 33.8% and 2022 was 8.1% .

Below is the key information for JM Equity Hybrid Fund

JM Equity Hybrid Fund
Growth
Launch Date 1 Apr 95
NAV (01 Apr 25) ₹112.022 ↓ -1.24   (-1.09 %)
Net Assets (Cr) ₹729 on 28 Feb 25
Category Hybrid - Hybrid Equity
AMC JM Financial Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.36
Sharpe Ratio -0.28
Information Ratio 1.09
Alpha Ratio -0.16
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.

DateValue
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

JM Equity Hybrid Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹612,552.
Net Profit of ₹312,552
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 1 Apr 25

DurationReturns
1 Month 4.2%
3 Month -8.4%
6 Month -11.9%
1 Year 7%
3 Year 19%
5 Year 28.1%
10 Year
15 Year
Since launch 12.4%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Satish Ramanathan1 Oct 240.41 Yr.
Asit Bhandarkar31 Dec 213.17 Yr.
Chaitanya Choksi20 Aug 213.53 Yr.
Ruchi Fozdar4 Oct 240.41 Yr.

Data below for JM Equity Hybrid Fund as on 28 Feb 25

Asset Allocation
Asset ClassValue
Cash12.53%
Equity69.26%
Debt18.22%
Equity Sector Allocation
SectorValue
Financial Services22.12%
Consumer Cyclical11.89%
Technology9.76%
Health Care8.86%
Consumer Defensive4.28%
Basic Materials4.23%
Communication Services3.55%
Industrials3.18%
Debt Sector Allocation
SectorValue
Cash Equivalent11.24%
Government10.52%
Corporate8.99%
Credit Quality
RatingValue
AA0.7%
AAA99.3%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jan 25 | 500034
6%₹43 Cr50,004
↑ 7,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 20 | INFY
5%₹34 Cr200,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 24 | HDFCBANK
4%₹29 Cr167,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 21 | ICICIBANK
4%₹29 Cr240,114
↑ 40,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 24 | BHARTIARTL
4%₹26 Cr165,000
6.92% Govt Stock 2039
Sovereign Bonds | -
4%₹26 Cr2,550,000
↑ 1,000,000
Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | 532977
3%₹25 Cr31,280
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jan 25 | KOTAKBANK
3%₹23 Cr120,000
↑ 60,000
Voltas Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | VOLTAS
3%₹20 Cr150,000
↑ 75,000
Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | JUBLFOOD
2%₹18 Cr285,000
↓ -15,000

2. ICICI Prudential Equity and Debt Fund

(Erstwhile ICICI Prudential Balanced Fund)

To generate long term capital appreciation and current income from a portfolio that is invested in equity and equity related securities as well as in fixed income securities.

ICICI Prudential Equity and Debt Fund is a Hybrid - Hybrid Equity fund was launched on 3 Nov 99. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.3% since its launch.  Ranked 7 in Hybrid Equity category.  Return for 2024 was 17.2% , 2023 was 28.2% and 2022 was 11.7% .

Below is the key information for ICICI Prudential Equity and Debt Fund

ICICI Prudential Equity and Debt Fund
Growth
Launch Date 3 Nov 99
NAV (01 Apr 25) ₹365.53 ↓ -3.16   (-0.86 %)
Net Assets (Cr) ₹38,507 on 28 Feb 25
Category Hybrid - Hybrid Equity
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.78
Sharpe Ratio -0.09
Information Ratio 1.74
Alpha Ratio 2.23
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 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

ICICI Prudential Equity and Debt Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹612,552.
Net Profit of ₹312,552
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 1 Apr 25

DurationReturns
1 Month 6%
3 Month 1.6%
6 Month -5.2%
1 Year 9.4%
3 Year 17.7%
5 Year 28.3%
10 Year
15 Year
Since launch 15.3%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Sankaran Naren7 Dec 159.24 Yr.
Manish Banthia19 Sep 1311.45 Yr.
Mittul Kalawadia29 Dec 204.17 Yr.
Akhil Kakkar22 Jan 241.11 Yr.
Sri Sharma30 Apr 213.84 Yr.
Sharmila D’mello31 Jul 222.59 Yr.
Nitya Mishra4 Nov 240.32 Yr.

Data below for ICICI Prudential Equity and Debt Fund as on 28 Feb 25

Asset Allocation
Asset ClassValue
Cash9.94%
Equity71.65%
Debt17.89%
Equity Sector Allocation
SectorValue
Financial Services22.23%
Consumer Cyclical11.05%
Energy7.13%
Health Care5.89%
Utility5.74%
Industrials5.43%
Communication Services4.64%
Consumer Defensive4.21%
Technology3.23%
Basic Materials2.53%
Real Estate1.52%
Debt Sector Allocation
SectorValue
Corporate12%
Cash Equivalent8.02%
Government7.55%
Securitized0.78%
Credit Quality
RatingValue
A3.59%
AA30.61%
AAA65.81%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | HDFCBANK
7%₹2,643 Cr15,255,052
↑ 500,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | ICICIBANK
6%₹2,445 Cr20,309,765
NTPC Ltd (Utilities)
Equity, Since 28 Feb 17 | 532555
5%₹2,115 Cr67,916,745
↓ -1,933,121
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | MARUTI
5%₹1,967 Cr1,646,589
↓ -40,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 16 | BHARTIARTL
4%₹1,715 Cr10,920,680
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 May 16 | SUNPHARMA
4%₹1,605 Cr10,075,438
↑ 445,000
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Apr 17 | 500312
3%₹1,226 Cr54,447,874
↑ 2,500,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 22 | RELIANCE
3%₹1,128 Cr9,398,686
↑ 900,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Jan 23 | 540376
3%₹1,088 Cr3,196,567
↑ 10,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 21 | 532215
3%₹1,028 Cr10,125,460

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 15.4% since its launch.  Return for 2024 was 25.8% , 2023 was 33.7% and 2022 was -4.8% .

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

BOI AXA Mid and Small Cap Equity and Debt Fund
Growth
Launch Date 20 Jul 16
NAV (01 Apr 25) ₹34.64 ↓ -0.18   (-0.52 %)
Net Assets (Cr) ₹974 on 28 Feb 25
Category Hybrid - Hybrid Equity
AMC BOI AXA Investment Mngrs Private Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 2.68
Sharpe Ratio -0.37
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.

DateValue
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

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

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹612,552.
Net Profit of ₹312,552
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 1 Apr 25

DurationReturns
1 Month 7.7%
3 Month -10.6%
6 Month -11.2%
1 Year 6.6%
3 Year 16.3%
5 Year 28%
10 Year
15 Year
Since launch 15.4%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Alok Singh16 Feb 178.04 Yr.

Data below for BOI AXA Mid and Small Cap Equity and Debt Fund as on 28 Feb 25

Asset Allocation
Asset ClassValue
Cash8.67%
Equity74.88%
Debt16.46%
Equity Sector Allocation
SectorValue
Financial Services14.83%
Basic Materials13.96%
Technology10.93%
Consumer Cyclical10.29%
Industrials10.02%
Health Care7.86%
Consumer Defensive3.62%
Energy2.18%
Utility1.17%
Debt Sector Allocation
SectorValue
Government11.53%
Corporate7.39%
Cash Equivalent6.2%
Credit Quality
RatingValue
AA2.14%
AAA97.86%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Coforge Ltd (Technology)
Equity, Since 31 May 20 | COFORGE
4%₹39 Cr52,800
↑ 1,800
Jindal Stainless Ltd (Basic Materials)
Equity, Since 30 Sep 21 | JSL
3%₹32 Cr542,000
↑ 92,000
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Dec 23 | DIXON
3%₹29 Cr21,000
↑ 2,000
Housing & Urban Development Corp Ltd (Financial Services)
Equity, Since 31 May 24 | HUDCO
3%₹25 Cr1,500,000
↑ 200,000
Castrol India Ltd (Energy)
Equity, Since 31 Jan 24 | 500870
2%₹21 Cr1,001,000
PB Fintech Ltd (Financial Services)
Equity, Since 29 Feb 24 | 543390
2%₹21 Cr145,000
BSE Ltd (Financial Services)
Equity, Since 31 Aug 23 | BSE
2%₹20 Cr43,500
↑ 10,000
Indian Railway Finance Corporation Limited
Debentures | -
2%₹20 Cr2,000,000
National Bank For Agriculture And Rural Development
Debentures | -
2%₹20 Cr2,000,000
Swan Energy Ltd (Industrials)
Equity, Since 31 Dec 23 | SWANENERGY
2%₹19 Cr475,000

4. 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.

DateValue
31 Mar 20₹10,000
31 Mar 21₹14,627

Sundaram Equity Hybrid Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual 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 1 Apr 25

DurationReturns
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
YearReturns
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Fund Manager information for Sundaram Equity Hybrid Fund
NameSinceTenure

Data below for Sundaram Equity Hybrid Fund as on 30 Nov 21

Asset Allocation
Asset ClassValue
Equity Sector Allocation
SectorValue
Debt Sector Allocation
SectorValue
Credit Quality
RatingValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

5. 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% since its launch.  Ranked 12 in Hybrid Equity category.  Return for 2024 was 19.7% , 2023 was 25.5% and 2022 was 5.6% .

Below is the key information for UTI Hybrid Equity Fund

UTI Hybrid Equity Fund
Growth
Launch Date 2 Jan 95
NAV (01 Apr 25) ₹378.006 ↓ -2.37   (-0.62 %)
Net Assets (Cr) ₹5,633 on 28 Feb 25
Category Hybrid - Hybrid Equity
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.91
Sharpe Ratio 0.09
Information Ratio 1.77
Alpha Ratio 4.66
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.

DateValue
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

UTI Hybrid 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 ₹556,833.
Net Profit of ₹256,833
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 1 Apr 25

DurationReturns
1 Month 4.4%
3 Month -3.5%
6 Month -7.5%
1 Year 10.7%
3 Year 15.5%
5 Year 24.4%
10 Year
15 Year
Since launch 15%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
V Srivatsa24 Sep 0915.44 Yr.
Sunil Patil5 Feb 187.07 Yr.

Data below for UTI Hybrid Equity Fund as on 28 Feb 25

Asset Allocation
Asset ClassValue
Cash3.45%
Equity67.42%
Debt29.14%
Equity Sector Allocation
SectorValue
Financial Services22.79%
Consumer Cyclical8.28%
Technology6.73%
Basic Materials6.04%
Consumer Defensive4.69%
Communication Services4.5%
Industrials4.42%
Health Care4.02%
Energy3.43%
Utility1.57%
Real Estate0.94%
Debt Sector Allocation
SectorValue
Government22.58%
Corporate6.56%
Cash Equivalent3.45%
Credit Quality
RatingValue
AA1.11%
AAA98.89%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 29 Feb 20 | HDFCBANK
7%₹403 Cr2,328,702
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 10 | ICICIBANK
5%₹291 Cr2,418,644
7.18% Govt Stock 2037
Sovereign Bonds | -
5%₹268 Cr2,625,000,000
7.23% Govt Stock 2039
Sovereign Bonds | -
5%₹267 Cr2,600,000,000
Infosys Ltd (Technology)
Equity, Since 31 Mar 06 | INFY
4%₹198 Cr1,174,984
↓ -50,658
ITC Ltd (Consumer Defensive)
Equity, Since 31 Aug 06 | ITC
3%₹168 Cr4,242,150
7.41% Govt Stock 2036
Sovereign Bonds | -
2%₹130 Cr1,250,000,000
6.92% Govt Stock 2039
Sovereign Bonds | -
2%₹125 Cr1,250,000,000
7.32% Govt Stock 2030
Sovereign Bonds | -
2%₹124 Cr1,200,000,000
6.79% Govt Stock 2034
Sovereign Bonds | -
2%₹116 Cr1,150,000,000
↑ 750,000,000

6. IDBI Hybrid Equity Fund

(Erstwhile IDBI Prudence Fund)

The investment objective of the scheme would be to generate opportunities for capital appreciation along with income by investing in a diversified basket of equity and equity related instruments, debt and money market instruments. However, there can be no assurance that the investment objective of the scheme will be realized.

IDBI Hybrid Equity Fund is a Hybrid - Hybrid Equity fund was launched on 24 Oct 16. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 8.3% since its launch. .

Below is the key information for IDBI Hybrid Equity Fund

IDBI Hybrid Equity Fund
Growth
Launch Date 24 Oct 16
NAV (28 Jul 23) ₹17.1253 ↓ -0.01   (-0.05 %)
Net Assets (Cr) ₹179 on 30 Jun 23
Category Hybrid - Hybrid Equity
AMC IDBI Asset Management Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 2.52
Sharpe Ratio 1.03
Information Ratio -1.03
Alpha Ratio -0.26
Min Investment 5,000
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Mar 20₹10,000
31 Mar 21₹14,275
31 Mar 22₹16,558
31 Mar 23₹16,049

IDBI Hybrid 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 ₹367,070.
Net Profit of ₹67,070
Invest Now

Returns for IDBI Hybrid Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Apr 25

DurationReturns
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
YearReturns
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Fund Manager information for IDBI Hybrid Equity Fund
NameSinceTenure

Data below for IDBI Hybrid Equity Fund as on 30 Jun 23

Asset Allocation
Asset ClassValue
Equity Sector Allocation
SectorValue
Debt Sector Allocation
SectorValue
Credit Quality
RatingValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

7. DSP BlackRock Equity and Bond Fund

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 CAGR/Annualized return of 14.6% since its launch.  Ranked 9 in Hybrid Equity category.  Return for 2024 was 17.7% , 2023 was 25.3% and 2022 was -2.7% .

Below is the key information for DSP BlackRock Equity and Bond Fund

DSP BlackRock Equity and Bond Fund
Growth
Launch Date 27 May 99
NAV (01 Apr 25) ₹337.226 ↓ -3.55   (-1.04 %)
Net Assets (Cr) ₹9,795 on 28 Feb 25
Category Hybrid - Hybrid Equity
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.79
Sharpe Ratio 0.37
Information Ratio 0.55
Alpha Ratio 7.45
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
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

DSP BlackRock Equity and Bond Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644
Invest Now

Returns for DSP BlackRock Equity and Bond Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Apr 25

DurationReturns
1 Month 5.8%
3 Month -0.2%
6 Month -4.1%
1 Year 17%
3 Year 14.3%
5 Year 20.7%
10 Year
15 Year
Since launch 14.6%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Abhishek Singh1 Mar 241 Yr.
Shantanu Godambe1 Aug 240.58 Yr.

Data below for DSP BlackRock Equity and Bond Fund as on 28 Feb 25

Asset Allocation
Asset ClassValue
Cash6.04%
Equity68.79%
Debt25.17%
Equity Sector Allocation
SectorValue
Financial Services31.37%
Consumer Cyclical8.45%
Health Care7.7%
Consumer Defensive6.17%
Basic Materials4.71%
Technology3.74%
Industrials2.87%
Communication Services1.45%
Utility1.35%
Energy1%
Debt Sector Allocation
SectorValue
Government16.63%
Corporate8.54%
Cash Equivalent6.04%
Credit Quality
RatingValue
AA9.93%
AAA90.07%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 14 | HDFCBANK
8%₹740 Cr4,270,582
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 15 | ICICIBANK
5%₹444 Cr3,688,426
7.34% Govt Stock 2064
Sovereign Bonds | -
4%₹363 Cr34,500,000
↑ 5,000,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Mar 24 | M&M
3%₹341 Cr1,317,286
↑ 96,216
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215
3%₹328 Cr3,227,520
↑ 504,984
Cipla Ltd (Healthcare)
Equity, Since 31 May 24 | 500087
3%₹304 Cr2,156,479
SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Apr 24 | SBILIFE
3%₹284 Cr1,984,938
↑ 145,622
7.14% Madhya Pradesh SDL 2043
Sovereign Bonds | -
3%₹258 Cr25,000,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 24 | ITC
3%₹250 Cr6,335,914
↑ 889,196
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 24 | KOTAKBANK
2%₹241 Cr1,268,082

అగ్రెసివ్ హైబ్రిడ్ ఫండ్స్ (బ్యాలెన్స్డ్ ఫండ్స్)లో ఎందుకు పెట్టుబడి పెట్టాలి

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