5 బెస్ట్ పెర్ఫార్మింగ్ బ్యాలెన్స్‌డ్ మ్యూచువల్ ఫండ్స్ SIP ఇన్వెస్ట్‌మెంట్ 2022

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SIP ఇన్వెస్ట్‌మెంట్ FY 22 - 23 కోసం టాప్ 5 బెస్ట్ పెర్ఫార్మింగ్ బ్యాలెన్స్‌డ్ ఈక్విటీ ఫండ్‌లు
Top 5 Hybrid - Hybrid Equity Funds

SIP 2022 కోసం టాప్ 5 బ్యాలెన్స్‌డ్ ఈక్విటీ ఫండ్‌లు

Updated on March 30, 2025 , 5203 views

బ్యాలెన్స్‌డ్ ఫండ్ ఈక్విటీ మరియు డెట్ ఇన్‌స్ట్రుమెంట్ రెండింటిలోనూ పెట్టుబడి పెట్టాలనుకునే పెట్టుబడిదారులలో అత్యంత ఇష్టపడే ఎంపిక. ఈ ఫండ్‌లు ఈక్విటీ మరియు డెట్ రెండింటి మధ్య సమతుల్యతను సాధించడానికి ఒక మార్గాన్ని అందిస్తాయి. ఈక్విటీ-ఆధారిత బ్యాలెన్స్‌డ్ ఫండ్‌లు తమ కార్పస్‌లో ఎక్కువ భాగాన్ని (కనీసం 65%) స్టాక్‌లలో పెట్టుబడి పెట్టాయి. ఈ ఫండ్‌లు రాబడిని ఆస్వాదించాలనుకునే పెట్టుబడిదారులకు ఉత్తమంగా సరిపోతాయి, కానీ భద్రతా పరిపుష్టితో ఉంటాయి. ఆదర్శవంతంగా, ఈక్విటీలలో తమ పెట్టుబడులను ప్రారంభించాలనుకునే పెట్టుబడిదారులు తమ పోర్ట్‌ఫోలియోలో బ్యాలెన్స్‌డ్ ఫండ్‌లను జోడించవచ్చు. ఈ ఫండ్‌లు ఇతర వాటి కంటే తక్కువ అస్థిరతను కలిగి ఉంటాయిఈక్విటీ ఫండ్స్ మరియు వారి రాబడి కంటే ఎక్కువడెట్ మ్యూచువల్ ఫండ్. మెరుగైన ఫలితాల కోసం, పెట్టుబడిదారులు ఈ షార్ట్‌లిస్ట్ చేయబడిన ఉత్తమ బ్యాలెన్స్‌డ్ ఈక్విటీ ఫండ్‌లను పరిగణించవచ్చుSIP పెట్టుబడి.

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SIP ఇన్వెస్ట్‌మెంట్ FY 22 - 23 కోసం టాప్ 5 బెస్ట్ పెర్ఫార్మింగ్ బ్యాలెన్స్‌డ్ ఈక్విటీ ఫండ్‌లు

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2023 (%)
JM Equity Hybrid Fund Growth	₹112.022 ↓ -1.24	₹729	500	-9.8	-13.3	4.5	18.2	28.4	27
ICICI Prudential Equity and Debt Fund Growth	₹365.53 ↓ -3.16	₹38,507	100	0.3	-5.8	7.9	16.9	28.8	17.2
Sundaram Equity Hybrid Fund Growth	₹135.137 ↑ 0.78	₹1,954	100	0.5	10.5	27.1	16	14.2
UTI Hybrid Equity Fund Growth	₹378.006 ↓ -2.37	₹5,633	500	-4.4	-8.2	9.4	14.8	24.8	19.7
IDBI Hybrid Equity Fund Growth	₹17.1253 ↓ -0.01	₹179	500	7.8	9.8	12.1	14.4	7.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Apr 25

*పైన ఉత్తమ జాబితా ఉందిసమతుల్య ఈక్విటీ పైన AUM/నికర ఆస్తులను కలిగి ఉన్న నిధులు100 కోట్లు. క్రమబద్ధీకరించబడిందిగత 3 సంవత్సరాల రిటర్న్.

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.

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

JM Equity Hybrid Fund SIP 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

Duration	Returns
1 Month	3.1%
3 Month	-9.8%
6 Month	-13.3%
1 Year	4.5%
3 Year	18.2%
5 Year	28.4%
10 Year
15 Year
Since launch	12.4%

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 28 Feb 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 \| 500034	6%	₹43 Cr	50,004 ↑ 7,000
Infosys Ltd (Technology) Equity, Since 30 Nov 20 \| INFY	5%	₹34 Cr	200,000
HDFC Bank Ltd (Financial Services) Equity, Since 30 Jun 24 \| HDFCBANK	4%	₹29 Cr	167,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 21 \| ICICIBANK	4%	₹29 Cr	240,114 ↑ 40,000
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Oct 24 \| BHARTIARTL	4%	₹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 \| 532977	3%	₹25 Cr	31,280
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 Jan 25 \| KOTAKBANK	3%	₹23 Cr	120,000 ↑ 60,000
Voltas Ltd (Consumer Cyclical) Equity, Since 31 Oct 23 \| VOLTAS	3%	₹20 Cr	150,000 ↑ 75,000
Jubilant Foodworks Ltd (Consumer Cyclical) Equity, Since 30 Nov 24 \| JUBLFOOD	2%	₹18 Cr	285,000 ↓ -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 15.2% 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.

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

ICICI Prudential Equity and Debt Fund SIP 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

Duration	Returns
1 Month	5.1%
3 Month	0.3%
6 Month	-5.8%
1 Year	7.9%
3 Year	16.9%
5 Year	28.8%
10 Year
15 Year
Since launch	15.2%

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 28 Feb 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 \| HDFCBANK	7%	₹2,643 Cr	15,255,052 ↑ 500,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jul 12 \| ICICIBANK	6%	₹2,445 Cr	20,309,765
NTPC Ltd (Utilities) Equity, Since 28 Feb 17 \| 532555	5%	₹2,115 Cr	67,916,745 ↓ -1,933,121
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 31 Jul 21 \| MARUTI	5%	₹1,967 Cr	1,646,589 ↓ -40,000
Bharti Airtel Ltd (Communication Services) Equity, Since 31 May 16 \| BHARTIARTL	4%	₹1,715 Cr	10,920,680
Sun Pharmaceuticals Industries Ltd (Healthcare) Equity, Since 31 May 16 \| SUNPHARMA	4%	₹1,605 Cr	10,075,438 ↑ 445,000
Oil & Natural Gas Corp Ltd (Energy) Equity, Since 30 Apr 17 \| 500312	3%	₹1,226 Cr	54,447,874 ↑ 2,500,000
Reliance Industries Ltd (Energy) Equity, Since 30 Jun 22 \| RELIANCE	3%	₹1,128 Cr	9,398,686 ↑ 900,000
Avenue Supermarts Ltd (Consumer Defensive) Equity, Since 31 Jan 23 \| 540376	3%	₹1,088 Cr	3,196,567 ↑ 10,000
Axis Bank Ltd (Financial Services) Equity, Since 31 Mar 21 \| 532215	3%	₹1,028 Cr	10,125,460

3. 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
31 Mar 20	₹10,000
31 Mar 21	₹14,627

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 1 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

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% 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.

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

UTI Hybrid Equity 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 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

Duration	Returns
1 Month	3.8%
3 Month	-4.4%
6 Month	-8.2%
1 Year	9.4%
3 Year	14.8%
5 Year	24.8%
10 Year
15 Year
Since launch	15%

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 28 Feb 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 \| HDFCBANK	7%	₹403 Cr	2,328,702
ICICI Bank Ltd (Financial Services) Equity, Since 31 Mar 10 \| ICICIBANK	5%	₹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 \| INFY	4%	₹198 Cr	1,174,984 ↓ -50,658
ITC Ltd (Consumer Defensive) Equity, Since 31 Aug 06 \| ITC	3%	₹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

5. 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.

Date	Value
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

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

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

Disclaimer:
ఇక్కడ అందించిన సమాచారం ఖచ్చితమైనదని నిర్ధారించడానికి అన్ని ప్రయత్నాలు చేయబడ్డాయి. అయినప్పటికీ, డేటా యొక్క ఖచ్చితత్వానికి సంబంధించి ఎటువంటి హామీలు ఇవ్వబడవు. దయచేసి ఏదైనా పెట్టుబడి పెట్టే ముందు పథకం సమాచార పత్రంతో ధృవీకరించండి.