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Top 7 Best Pefrorming Balanced Mutual Funds in India 2025

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Best Balanced Mutual Funds India 2025

Updated on February 17, 2025 , 16282 views

Top Balanced Fund are Mutual Funds that invest more than 65% of their assets in equities and the remaining assets in debt instruments to yield good overall returns. Balanced Mutual Funds are beneficial for investors who are willing to take a Market risk while looking for some fixed returns as well. The assets invested in equities and stocks offer market-linked returns while the assets invested in debt instruments offer fixed returns. Being a combination of both Equity and Debt, investors should be very careful when Investing in these funds. The investors are advised to look for top Balanced Funds before investing in Balanced Mutual Funds. We have listed top balanced mutual funds below.

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Balanced-Funds

Top 7 Balanced Mutual Funds for Investments in India 2025 - 2026

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78
₹1,9540.510.527.11614.2
SBI Dynamic Asset Allocation Fund Growth ₹15.9463
↑ 0.03
₹6553.96.225.16.98.3
Baroda Pioneer Hybrid Equity Fund Growth ₹81.2894
↑ 0.36
₹389-3.5-0.814.814.311.2
ICICI Prudential Multi-Asset Fund Growth ₹703.123
↑ 0.83
₹52,7611.81.413.71821.216.1
Franklin India Multi - Asset Solution Fund Growth ₹19.3063
↑ 0.03
₹623.13.613.410.8811.7
DSP BlackRock Equity and Bond Fund Growth ₹329.332
↑ 1.55
₹10,137-3-2.113.312.913.717.7
IDBI Hybrid Equity Fund Growth ₹17.1253
↓ -0.01
₹1797.89.812.114.47.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Dec 21

Top 7 Balanced Funds

1. 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 Jan 20₹10,000
31 Jan 21₹10,835

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 31 Dec 21

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

2. SBI Dynamic Asset Allocation Fund

The objective of the fund will be to provide investors with an opportunity to invest in a portfolio of a mix of equity and equity related securities and fixed income instruments. The allocation between fixed income and equity instruments will be managed dynamically so as to provide investors with long term capital appreciation However, there can be no assurance that the investment objective of the Scheme will be achieved.

SBI Dynamic Asset Allocation Fund is a Hybrid - Dynamic Allocation fund was launched on 26 Mar 15. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 7.7% since its launch. .

Below is the key information for SBI Dynamic Asset Allocation Fund

SBI Dynamic Asset Allocation Fund
Growth
Launch Date 26 Mar 15
NAV (02 Jul 21) ₹15.9463 ↑ 0.03   (0.18 %)
Net Assets (Cr) ₹655 on 31 May 21
Category Hybrid - Dynamic Allocation
AMC SBI Funds Management Private Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 2.07
Sharpe Ratio 2.59
Information Ratio 0
Alpha Ratio 0
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.

DateValue
31 Jan 20₹10,000
31 Jan 21₹10,752

SBI Dynamic Asset Allocation Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357
Invest Now

Returns for SBI Dynamic Asset Allocation Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Dec 21

DurationReturns
1 Month 1%
3 Month 3.9%
6 Month 6.2%
1 Year 25.1%
3 Year 6.9%
5 Year 8.3%
10 Year
15 Year
Since launch 7.7%
Historical performance (Yearly) on absolute basis
YearReturns
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Fund Manager information for SBI Dynamic Asset Allocation Fund
NameSinceTenure

Data below for SBI Dynamic Asset Allocation Fund as on 31 May 21

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

3. Baroda Pioneer Hybrid Equity Fund

(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 CAGR/Annualized return of 12% since its launch.  Ranked 21 in Hybrid Equity category. .

Below is the key information for Baroda Pioneer Hybrid Equity Fund

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.

DateValue
31 Jan 20₹10,000
31 Jan 21₹11,366
31 Jan 22₹14,764

Baroda Pioneer 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 ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for Baroda Pioneer 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 31 Dec 21

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

Data below for Baroda Pioneer Hybrid Equity Fund as on 31 Jan 22

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

4. ICICI Prudential Multi-Asset Fund

(Erstwhile ICICI Prudential Dynamic Plan)

To generate capital appreciation by actively investing in equity and equity related securities. For defensive considerations, the Scheme may invest in debt, money market instruments and derivatives. The investment manager will have the discretion to take aggressive asset calls i.e. by staying 100% invested in equity market/equity related instruments at a given point of time and 0% at another, in which case, the fund may be invested in debt related instruments at its discretion. The AMC may choose to churn the portfolio of the Scheme in order to achieve the investment objective. The Scheme is suitable for investors seeking high returns and for those who are willing to take commensurate risks.

ICICI Prudential Multi-Asset Fund is a Hybrid - Multi Asset fund was launched on 31 Oct 02. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 21% since its launch.  Ranked 53 in Multi Asset category.  Return for 2024 was 16.1% , 2023 was 24.1% and 2022 was 16.8% .

Below is the key information for ICICI Prudential Multi-Asset Fund

ICICI Prudential Multi-Asset Fund
Growth
Launch Date 31 Oct 02
NAV (18 Feb 25) ₹703.123 ↑ 0.83   (0.12 %)
Net Assets (Cr) ₹52,761 on 31 Jan 25
Category Hybrid - Multi Asset
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.83
Sharpe Ratio 1.24
Information Ratio 0
Alpha Ratio 0
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 Jan 20₹10,000
31 Jan 21₹11,050
31 Jan 22₹15,670
31 Jan 23₹17,493
31 Jan 24₹22,220
31 Jan 25₹25,779

ICICI Prudential Multi-Asset Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033
Invest Now

Returns for ICICI Prudential Multi-Asset Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Dec 21

DurationReturns
1 Month 0.7%
3 Month 1.8%
6 Month 1.4%
1 Year 13.7%
3 Year 18%
5 Year 21.2%
10 Year
15 Year
Since launch 21%
Historical performance (Yearly) on absolute basis
YearReturns
2023 16.1%
2022 24.1%
2021 16.8%
2020 34.7%
2019 9.9%
2018 7.7%
2017 -2.2%
2016 28.2%
2015 12.5%
2014 -1.4%
Fund Manager information for ICICI Prudential Multi-Asset Fund
NameSinceTenure
Sankaran Naren1 Feb 1213.01 Yr.
Manish Banthia22 Jan 241.03 Yr.
Ihab Dalwai3 Jun 177.67 Yr.
Akhil Kakkar22 Jan 241.03 Yr.
Sri Sharma30 Apr 213.76 Yr.
Gaurav Chikane2 Aug 213.5 Yr.
Sharmila D’mello31 Jul 222.51 Yr.
Masoomi Jhurmarvala4 Nov 240.24 Yr.

Data below for ICICI Prudential Multi-Asset Fund as on 31 Jan 25

Asset Allocation
Asset ClassValue
Cash36.91%
Equity48.79%
Debt9.45%
Other4.55%
Equity Sector Allocation
SectorValue
Financial Services21.58%
Consumer Cyclical8.85%
Basic Materials6.15%
Energy5.66%
Industrials5.39%
Health Care4.76%
Consumer Defensive4.25%
Technology4.23%
Utility3.09%
Communication Services1.81%
Real Estate0.71%
Debt Sector Allocation
SectorValue
Cash Equivalent34.91%
Corporate8.02%
Government3.26%
Securitized0.48%
Credit Quality
RatingValue
A1.72%
AA18.93%
AAA79.35%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 06 | ICICIBANK
5%₹2,391 Cr18,656,800
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Aug 21 | MARUTI
4%₹2,015 Cr1,856,149
↑ 50,000
Nifty 50 Index $$
- | -
4%-₹1,974 Cr829,150
↑ 829,150
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 22 | HDFCBANK
3%₹1,774 Cr10,005,499
ICICI Prudential Silver ETF
- | -
3%₹1,564 Cr179,691,983
Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 20 | RELIANCE
3%₹1,476 Cr12,146,024
↑ 769,000
NTPC Ltd (Utilities)
Equity, Since 31 Mar 17 | 532555
3%₹1,297 Cr38,913,163
↑ 369,000
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Jan 24 | 532978
2%₹1,150 Cr7,334,716
SBI Cards and Payment Services Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Nov 22 | SBICARD
2%₹1,049 Cr15,794,626
InterGlobe Aviation Ltd (Industrials)
Equity, Since 28 Feb 23 | INDIGO
2%₹1,039 Cr2,281,845

5. Franklin India Multi - Asset Solution Fund

The Fund seeks to achieve capital appreciation and diversification through a mix of strategic and tactical allocation to various asset classes such as equity, debt, gold and cash by investing in funds investing in these asset classes. However, there is no assurance or guarantee that the objective of the scheme will be achieved.

Franklin India Multi - Asset Solution Fund is a Hybrid - Dynamic Allocation fund was launched on 28 Nov 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 6.6% since its launch.  Return for 2024 was 11.7% , 2023 was 14.9% and 2022 was 3.9% .

Below is the key information for Franklin India Multi - Asset Solution Fund

Franklin India Multi - Asset Solution Fund
Growth
Launch Date 28 Nov 14
NAV (18 Feb 25) ₹19.3063 ↑ 0.03   (0.14 %)
Net Assets (Cr) ₹62 on 31 Jan 25
Category Hybrid - Dynamic Allocation
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 1.3
Sharpe Ratio 1.21
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-3 Years (1%),3 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jan 20₹10,000
31 Jan 21₹8,683
31 Jan 22₹10,786
31 Jan 23₹11,336
31 Jan 24₹12,991
31 Jan 25₹14,689

Franklin India Multi - Asset Solution Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357
Invest Now

Returns for Franklin India Multi - Asset Solution Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Dec 21

DurationReturns
1 Month 1.7%
3 Month 3.1%
6 Month 3.6%
1 Year 13.4%
3 Year 10.8%
5 Year 8%
10 Year
15 Year
Since launch 6.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 11.7%
2022 14.9%
2021 3.9%
2020 25.5%
2019 -14%
2018 8.2%
2017 0.4%
2016 11.1%
2015 7.8%
2014 0.8%
Fund Manager information for Franklin India Multi - Asset Solution Fund
NameSinceTenure
Venkatesh Sanjeevi4 Oct 240.33 Yr.
Rajasa Kakulavarapu7 Feb 222.99 Yr.

Data below for Franklin India Multi - Asset Solution Fund as on 31 Jan 25

Asset Allocation
Asset ClassValue
Cash6.66%
Equity28.26%
Debt42.57%
Other22.51%
Equity Sector Allocation
SectorValue
Financial Services9.5%
Consumer Cyclical4.02%
Technology3.64%
Health Care2.83%
Industrials2.05%
Basic Materials1.67%
Consumer Defensive1.59%
Energy1.48%
Utility0.78%
Real Estate0.7%
Debt Sector Allocation
SectorValue
Corporate25.43%
Government17.31%
Cash Equivalent6.49%
Credit Quality
RatingValue
AA15.25%
AAA84.75%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Franklin India Bluechip Dir Gr
Investment Fund | -
29%₹18 Cr164,002
ICICI Pru Short Term Dir Gr
Investment Fund | -
23%₹14 Cr2,232,979
SBI Short Term Debt Dir Gr
Investment Fund | -
23%₹14 Cr4,289,154
Nippon India ETF Gold BeES
- | -
23%₹14 Cr2,169,066
↑ 155,000
Franklin India S/T Income Dir Gr
Investment Fund | -
0%₹0 Cr49
Franklin India Liquid Sup Inst Dir Gr
Investment Fund | -
0%₹0 Cr14
Franklin India S/T Inc Sgtd Ptf3DirRetGr
Investment Fund | -
0%₹0 Cr23,974
Call, Cash & Other Assets
CBLO | -
3%₹2 Cr

6. 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 14.5% 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 (19 Feb 25) ₹329.332 ↑ 1.55   (0.47 %)
Net Assets (Cr) ₹10,137 on 31 Jan 25
Category Hybrid - Hybrid Equity
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.79
Sharpe Ratio 0.81
Information Ratio 0.3
Alpha Ratio 4.31
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 Jan 20₹10,000
31 Jan 21₹11,326
31 Jan 22₹13,901
31 Jan 23₹13,550
31 Jan 24₹17,328
31 Jan 25₹19,942

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 ₹426,080.
Net Profit of ₹126,080
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 31 Dec 21

DurationReturns
1 Month -1.8%
3 Month -3%
6 Month -2.1%
1 Year 13.3%
3 Year 12.9%
5 Year 13.7%
10 Year
15 Year
Since launch 14.5%
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 240.92 Yr.
Shantanu Godambe1 Aug 240.5 Yr.

Data below for DSP BlackRock Equity and Bond Fund as on 31 Jan 25

Asset Allocation
Asset ClassValue
Cash4.54%
Equity69.17%
Debt26.3%
Equity Sector Allocation
SectorValue
Financial Services30.66%
Consumer Cyclical9.12%
Health Care7.7%
Consumer Defensive6.72%
Basic Materials5.46%
Technology4.41%
Industrials3.38%
Communication Services1.34%
Energy0.37%
Debt Sector Allocation
SectorValue
Government16.72%
Corporate9.58%
Cash Equivalent4.54%
Credit Quality
RatingValue
AA8.44%
AAA91.56%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 14 | HDFCBANK
7%₹757 Cr4,270,582
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 15 | ICICIBANK
5%₹473 Cr3,688,426
↓ -120,673
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
4%₹442 Cr647,305
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Mar 24 | M&M
3%₹340 Cr1,130,757
Cipla Ltd (Healthcare)
Equity, Since 31 May 24 | 500087
3%₹312 Cr2,037,730
↑ 693,345
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 24 | ITC
3%₹263 Cr5,446,718
↑ 891,834
SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Apr 24 | SBILIFE
2%₹256 Cr1,839,316
↑ 476,896
7.14% Madhya Pradesh SDL 2043
Sovereign Bonds | -
2%₹254 Cr25,000,000
↓ -5,000,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215
2%₹240 Cr2,256,564
7.34% Govt Stock 2064
Sovereign Bonds | -
2%₹211 Cr20,000,000
↑ 2,500,000

7. 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 Jan 20₹10,000
31 Jan 21₹11,255
31 Jan 22₹13,766
31 Jan 23₹13,457

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 31 Dec 21

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

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Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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