Net Profit of ₹126,080 Invest Now 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. L&T Dynamic Equity Fund is a Hybrid - Dynamic Allocation fund was launched on 7 Feb 11. as on 4 Feb 21 DurationReturns1 Month 3.9% 3 Month 19.9% 6 Month 24.4% 1 Year 16.3% 3 Year 11% 5 Year 13.4% 10 Year 15 Year Since launch 15.5% Historical performance (Yearly) on absolute basis YearReturns2020 12.9% 2019 13.5% 2018 -0.1% 2017 27.7% 2016 3.7% 2015 7.4% 2014 43.2% 2013 11.9% 2012 35% 2011 -22.2% Fund Manager information for SBI Equity Hybrid Fund NameSinceTenureR. It is a fund with Moderately High risk and has given a CAGR/Annualized return of since its launch. Return for 2020 was 15.4% , 2019 was 14.1% and 2018 was -6.2% . 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. Balanced Mutual Funds are beneficial for investors who are willing to take a market risk while looking for some fixed returns as well. The fund will be focusing on companies with relatively higher market capitalization and having good liquidity in the stock market. Below is the key information for Invesco India Dynamic Equity Fund Invesco India Dynamic Equity Fund Growth Launch Date 4 Oct 07 NAV (04 Feb 21) â¹33.77 â 0.19 (0.57 %) Net Assets (Cr) â¹681 on 31 Dec 20 Category Hybrid - Dynamic AllocationAMC Invesco Asset Management (India) Private Ltd Rating ââRisk Moderately HighExpense Ratio 2.2Sharpe Ratio 0.26Information Ratio -1.78Alpha Ratio -8.5Min Investment 5,000 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years. The investment objective of the Scheme is to generate optimal returns by investing in equity or equity related instruments primarily drawn from the Companies in the S&P BSE 200 Index. 1.12%. DSP BlackRock Equity and Bond Fund is a Hybrid - Hybrid Equity fund was launched on 27 May 99. The assets invested in equities and stocks offer market-linked returns while the assets invested in debt instruments offer fixed returns. Nippon India Balanced Advantage Fund (Erstwhile Reliance NRI Equity Fund) The investment objective of the Scheme is to generate optimal returns by investing in equity or equity related instruments primarily drawn from the Companies in the S&P BSE 200 Index. NAV is used in calculating returns from your Mutual Fund investments. Canara Robeco Equity Debt Allocation Fund is a Hybrid - Hybrid Equity fund was launched on 1 Feb 93. Canara Robeco Equity Debt Allocation Fund (Erstwhile Canara Robeco Balance) To seek to generate long term capital appreciation and/or income from a Ranked 26 in Dynamic Allocation category. Ltd. Category Hybrid Launch Date 6 Feb 14 Rating☆RiskModerate3 MO (%)8.16 MO (%)12.91 YR (%)12.73 YR (%)9.35 YR (%)10.22020 (%)12.9add_shopping_cartNote: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. No, balanced funds are not tax-free; however different taxation rules may apply to different balanced schemes. Invest online with driect plan for Free and increase your profit. Below is the key information for Canara Robeco Equity Debt Allocation Fund. Dynamic Asset Allocation or Balanced Advantage funds invest your money in equity shares and bonds though their proportions are not fixed. Net Profit of â¹67,070 Invest Now Invest Now Returns for Principal Balanced Advantage Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. Dividend. Balanced Mutual Funds are beneficial for investors who are willing to take a market risk while looking for some fixed returns as well. ICICI Prudential Balanced Advantage Fund is a Hybrid - Dynamic Allocation fund was launched on 30 Dec 06. Mirae Asset Hybrid Equity Fund is a Hybrid - Hybrid Equity fund was launched on 29 Jul 15. The Scheme does not guarantee/indicate any returns BNP Paribas Substantial Equity Hybrid Fund is a Hybrid - Hybrid Equity fund was launched on 7 Apr 17. ICICI Prudential Balanced Advantage Fund is a Hybrid - Dynamic Allocation fund was launched on 30 Dec 06. HDFC Balanced Advantage Fund: 40,894 : 84: 15: Invesco India Dynamic Equity Fund: 1,046 : 79: 7: Edelweiss Balanced Advantage Fund: 1,366 : 77: 14: Tata Balanced Adv Fund: 750 : 71: 19: Aditya Birla SL Balanced Advantage Fund: 2,905 : 70: 19: Motilal Oswal Dynamic Fund: 1,635 : 69: 22: L&T Dynamic Equity Fund: 558 : 68: 11: BOI AXA Equity Debt … Balanced funds invest … ICICI Prudential Balanced Advantage Fund The fund objective is to seek low volatility returns by using arbitrage and other derivative strategies in equity markets and investments in short-term debt portfolio.The fund invests in equity with usage of derivatives. companies that are in the top 200 by market capitalization on the BSE. Rating ☆☆☆Risk Moderately HighExpense Ratio 2.31Sharpe Ratio 0.73Information Ratio 0.11Alpha Ratio 1.95Min 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. Below is the key information for SBI Equity Hybrid Fund. However there is no assurance that the investment objective of the scheme will be realized. Rating âââRisk Moderately HighExpense Ratio 2.14Sharpe Ratio 0.4Information Ratio -0.86Alpha Ratio -5.02Min 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. The investment objective of the Scheme is to generate long-term capital growth from a focused portfolio of predominantly equity and equity-related securities. Return for 2020 was 20.9% , 2019 was 9.3% and 2018 was -1.9% . Ranked 17 in Hybrid Equity category. This scheme is named as conservative because it is for people who are risk-averse. Ranked 18 in Dynamic Allocation category. To provide investors long term capital appreciation along with the liquidity of open-ended scheme by investing in a mix of debt and equity. It is a fund with Moderate risk and has given a CAGR/Annualized return of 9.6% since its launch. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 8.6% since its launch. 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 (04 Feb 21) ₹201.013 ↑ 1.60 (0.80 %) Net Assets (Cr) ₹6,194 on 31 Dec 20 Category Hybrid - Hybrid EquityAMC DSP BlackRock Invmt Managers Pvt. For whom Balanced … ICICI Prudential Balanced Advantage fund is the second largest fund in this category with assets of over Rs 26,000 crore. 112358 | CIN: U74999MH2016PTC282153, ©2021 Shepard Technologies Private Limited. These funds tend to fall less than pure equity funds when the stock markets decline because of their debt … Provides stable returns by investing 35-40% of the assets in fixed Income options; Offers market-linked returns as swell by investing 60-65% of the assets in equities; Suitable for conservative investors willing to take moderate risk; Disadvantages Get latest updates on NAV, Dividends, Returns, Risks, Portfolio, 52 Week High/Low, Charts, News, Scheme Details, Peer Scheme Comparison, Dividend History, Return Calculator and many more. The Scheme may also invest in large IPOâs where the market capitalization of the Company making the IPO based on the Issue price would make such company to be a part of the top 200 companies listed on the BSE based on market capitalization. Ranked 10 in Hybrid Equity category. Earlier only a few fund houses have Balanced advantage funds in their product portfolio, but now almost every fund house has this structure in their list of funds. The scheme will invest in arbitrage opportunities, equity derivative strategies, pure equity investments and the balance in debt and money market instruments. as on 4 Feb 21 DurationReturns1 Month 4.3% 3 Month 17% 6 Month 24.5% 1 Year 22.5% 3 Year 12.7% 5 Year 15.1% 10 Year 15 Year Since launch 11.5% Historical performance (Yearly) on absolute basis YearReturns2020 19.7% 2019 11.7% 2018 1.3% 2017 25.2% 2016 3.6% 2015 6.1% 2014 45.7% 2013 4.1% 2012 26.4% 2011 -9.8% Fund Manager information for Canara Robeco Equity Debt Allocation Fund NameSinceTenureAvnish Jain7 Oct 137.33 Yr.Shridatta Bhandwaldar12 Jul 164.56 Yr.Cheenu Gupta1 Oct 191.34 Yr.Data below for Canara Robeco Equity Debt Allocation Fund as on 31 Dec 20 Asset Allocation Asset ClassValueCash11.19%Equity73.74%Debt15.07% Equity Sector Allocation SectorValueFinancial Services24.86%Technology11.36%Consumer Cyclical8.31%Health Care6.17%Basic Materials5.96%Industrials5.02%Consumer Defensive4.64%Energy4.08%Communication Services1.8%Utility1.53% Debt Sector Allocation SectorValueCash Equivalent11.19%Government7.58%Corporate7.5% Credit Quality RatingValueAAA100% Top Securities Holdings / Portfolio NameHoldingValueQuantity HDFC Bank Ltd (Financial Services)Equity, Since 31 Oct 08 | HDFCBANK7%₹277 Cr1,929,950 Infosys Ltd (Technology)Equity, Since 31 May 10 | INFY6%₹247 Cr1,970,472 ICICI Bank Ltd (Financial Services)Equity, Since 31 May 11 | ICICIBANK6%₹236 Cr4,403,600 ↑ 200,000 Reliance Industries Ltd (Energy)Equity, Since 30 Jun 15 | RELIANCE4%₹170 Cr856,900 ↑ 55,000 Axis Bank Ltd (Financial Services)Equity, Since 31 Jul 18 | 5322153%₹126 Cr2,038,100 ↑ 375,000 Tata Consultancy Services Ltd (Technology)Equity, Since 31 Mar 18 | TCS3%₹117 Cr408,200 ↓ -15,000 Housing Development Finance Corp Ltd (Financial Services)Equity, Since 30 Apr 17 | HDFC3%₹104 Cr408,000 ↑ 40,000 Bajaj Finance Ltd (Financial Services)Equity, Since 31 Jul 19 | 5000342%₹97 Cr183,908 ↓ -27,465 Hindustan Unilever Ltd (Consumer Defensive)Equity, Since 31 Jul 17 | 5006962%₹85 Cr356,800 HCL Technologies Ltd (Technology)Equity, Since 30 Sep 20 | HCLTECH2%₹78 Cr820,000 ↑ 50,000 3. The fund will have the flexibility to invest in a broad range of companies with an objective to maximize the returns, at the same time trying to minimize the risk by reasonable diversification. DateValue31 Jan 16â¹10,00031 Jan 17â¹10,49731 Jan 18â¹12,79231 Jan 19â¹12,61931 Jan 20â¹14,02631 Jan 21â¹16,767 Edelweiss Balanced Advantage Fund SIP Returns Goal based Monthly SIPMy Monthly Investment:â¹Investment Tenure:YearsExpected Annual Returns:% Total investment amount is â¹300,000 expected amount after 5 Years is â¹415,684. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18% since its launch. The fund objective is to provide long-term capital appreciation from a dynamic mix of equity and debt investments. Ranked 26 in Dynamic Allocation category. Return for 2020 was 13.7% , 2019 was 11.9% and 2018 was 1.3% . It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13% since its launch. Best balanced funds to invest in FY 2018 – 2019 . Ranked 26 in Dynamic Allocation category. DateValue31 Jan 16â¹10,00031 Jan 17â¹11,43331 Jan 18â¹13,21431 Jan 19â¹13,44331 Jan 20â¹15,06531 Jan 21â¹16,700 ICICI Prudential Balanced Advantage Fund SIP Returns Goal based Monthly SIPMy Monthly Investment:â¹Investment Tenure:YearsExpected Annual Returns:% Total investment amount is â¹300,000 expected amount after 5 Years is â¹415,684. Return for 2020 was 13.7% , 2019 was 11.9% and 2018 was 1.3% . Top balanced advantage funds 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. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.4% since its launch. Top Balanced Fund are Mutual Funds that invest their assets in both equities and debt instrument to yield good overall returns. Aditya Birla Sun Life Balanced Advantage Fund is a Hybrid - Dynamic Allocation fund was launched on 25 Apr 00. The fund will be focusing on companies with relatively higher market capitalization and having good liquidity in the stock market. as on 4 Feb 21. Ltd. Category Hybrid Launch Date 27 May 99 Rating☆☆☆☆RiskModerately High3 MO (%)19.26 MO (%)271 YR (%)18.53 YR (%)11.15 YR (%)14.52020 (%)17add_shopping_cartMirae Asset Hybrid Equity Fund Growth NAV ₹18.93 ↑ 0.13 (0.71 %) Net Assets (Cr)₹4,379 AMC Mirae Asset Global Inv (India) Pvt. However there is no assurance that the investment objective of the scheme will be realized. Below is the key information for ICICI Prudential Balanced Advantage Fund, (Erstwhile HDFC Multiple Yield Fund - Plan 2005), To generate positive returns over medium time frame The selection of the companies will be done so as to capture the growth in the Indian economy. The Scheme may also invest in listed It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.2% since its launch. Below is the key information for Principal Balanced Advantage Fund Principal Balanced Advantage Fund Growth Launch Date 16 Dec 10 NAV (04 Feb 21) â¹23.05 â 0.07 (0.30 %) Net Assets (Cr) â¹156 on 31 Dec 20 Category Hybrid - Dynamic AllocationAMC Principal Pnb Asset Mgmt. Balanced Mutual Funds are beneficial for investors who are willing to take a market risk while looking for some fixed returns as well. investment objective of the Scheme will be achieved. HDFC Balanced Advantage fund is second in the list of best performing fund in balanced advantage category. Invests in equity & debt instruments on the basis of a predefined Asset Allocation Model called Procyclical Edelweiss Equity Health Indicator (EEHI) Model; Actively participates in arbitrage opportunities to generate absolute alpha Edelweiss Balanced Advantage Fund is a Hybrid - Dynamic Allocation fund was launched on 20 Aug 09. 1Y Returns-5.01%. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 9.5% since its launch. The fund objective is to seek low volatility returns by using arbitrage and other derivative strategies in equity markets and investments in short-term debt portfolio.The fund invests in equity with usage of derivatives. Recent SEBI norms dated April 2018 created new categories one of them is called dynamic Asset Allocation or balanced advantage fund (BAF). When the market performs poor, the fund manager shifts the asset allotment in the debt instruments, and when the market is expected to raise, funds are parked in the equity stocks. Below is the key information for Nippon India Balanced Advantage Fund, (Erstwhile Edelweiss Dynamic Equity Advantage Fund). It is a fund with Moderately High risk and has given a CAGR/Annualized return of since its launch. Complete your Registration and KYC Process. It may be noted that erstwhile balanced funds are now aggressive hybrid funds, and that balanced advantage funds belong to a different sub category under hybird. Axis Triple Advantage Fund To generate long term capital appreciation by investing in a diversified portfolio of equity and equity related instruments, fixed income instruments & gold exchange traded funds. If you are a new investor in the equity market, then you can start with this fund in your portfolio to take exposure to equity. Ranked 19 in Dynamic Allocation category. Return for 2020 was 11.7% , 2019 was 10.8% and 2018 was 2.4% . Principal Balanced Advantage Fund is a Hybrid - Dynamic Allocation fund was launched on 16 Dec 10. Advantages & Disadvantages Of Top Balanced Funds Advantages. Ready to Invest?Talk to our investment specialistDisclaimer:By submitting this form I authorize Fincash.com to call/SMS/email me about its products and I HDFC Balanced Advantage Fund (Erstwhile HDFC Growth Fund and HDFC Prudence Fund) Aims to generate long term capital appreciation from a portfolio that is invested predominantly in equity and equity related instruments. Ltd. Fincash » Mutual Funds » Top Balanced Funds. Re-balancing– In certain cases, equity markets are overvalued when compared to debt markets and vice versa. Ltd Rating Not RatedRisk Moderately HighExpense Ratio 1.81Sharpe Ratio 0.46Information Ratio -0.61Alpha Ratio -5.02Min 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. Below is the key information for Invesco India Dynamic Equity Fund. Return for 2020 was 11.2% , 2019 was 8.3% and 2018 was 0.4% . It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.3% since its launch. The scheme will invest in arbitrage opportunities, equity derivative strategies, pure equity investments and the balance in debt and money market instruments. The Scheme does not guarantee or assure any returns. DateValue31 Jan 16â¹10,00031 Jan 17â¹12,50331 Jan 18â¹14,02531 Jan 19â¹13,97631 Jan 20â¹15,39131 Jan 21â¹17,467 Aditya Birla Sun Life Balanced Advantage Fund SIP Returns Goal based Monthly SIPMy Monthly Investment:â¹Investment Tenure:YearsExpected Annual Returns:% Total investment amount is â¹300,000 expected amount after 5 Years is â¹415,684. Ranked 33 in Multi Asset category. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.5% since its launch. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.8% since its launch. Return for 2020 was 10.4% , 2019 was 11.4% and 2018 was 2.8% . Edelweiss Balanced Advantage Fund Growth NAV ₹31.57 ↑ 0.18 (0.57 %) Net Assets (Cr)₹2,221 AMC Edelweiss Asset Management Limited Category Hybrid Launch Date 20 Aug 09 Rating☆☆RiskModerately High3 MO (%)16.36 MO (%)21.41 YR (%)25.73 YR (%)11.95 YR (%)12.32020 (%)22.6add_shopping_cartICICI Prudential Balanced Advantage Fund Growth NAV ₹44.07 ↑ 0.16 (0.36 %) Net Assets (Cr)₹28,546 AMC ICICI Prudential Asset Management Company Limited Category Hybrid Launch Date 30 Dec 06 Rating☆☆☆RiskModerately High3 MO (%)13.16 MO (%)18.91 YR (%)15.43 YR (%)9.95 YR (%)12.12020 (%)11.7add_shopping_cartDSP BlackRock Dynamic Asset Allocation Fund Growth NAV ₹18.536 ↑ 0.06 (0.30 %) Net Assets (Cr)₹2,251 AMC DSP BlackRock Invmt Managers Pvt. Edelweiss Balanced Advantage Fund (Erstwhile Edelweiss Dynamic Equity Advantage Fund) The primary objective of the scheme will be to generate absolute returns with low volatility over a longer tenure of time. as on 4 Feb 21 DurationReturns1 Month 5.3% 3 Month 20.1% 6 Month 24.3% 1 Year 20.4% 3 Year 13.1% 5 Year 10 Year 15 Year Since launch 13% Historical performance (Yearly) on absolute basis YearReturns2020 14.9% 2019 16.3% 2018 0.4% 2017 2016 2015 2014 2013 2012 2011 Fund Manager information for BNP Paribas Substantial Equity Hybrid Fund NameSinceTenureKarthikraj Lakshmanan7 Apr 173.82 Yr.Mayank Prakash7 Apr 173.82 Yr.Data below for BNP Paribas Substantial Equity Hybrid Fund as on 31 Dec 20 Asset Allocation Asset ClassValueCash11.36%Equity77.54%Debt11.11% Equity Sector Allocation SectorValueFinancial Services27.78%Technology13.52%Consumer Defensive8.54%Basic Materials7.97%Health Care4.93%Communication Services4.82%Industrials4.78%Consumer Cyclical3.87% Debt Sector Allocation SectorValueCash Equivalent11.36%Government7.1%Corporate4% Credit Quality RatingValueAA21.18%AAA78.82% Top Securities Holdings / Portfolio NameHoldingValueQuantity Infosys Ltd (Technology)Equity, Since 30 Apr 17 | INFY7%₹34 Cr270,000 ↓ -10,000 HDFC Bank Ltd (Financial Services)Equity, Since 30 Apr 17 | HDFCBANK7%₹34 Cr235,000 ↓ -35,000 ICICI Bank Ltd (Financial Services)Equity, Since 30 Apr 17 | ICICIBANK6%₹31 Cr575,000 ↓ -90,000 5.22% GOI 2025 Sovereign Bonds | -4%₹20 Cr2,000,000 Bharti Airtel Ltd (Communication Services)Equity, Since 31 Mar 19 | BHARTIARTL3%₹17 Cr330,000 ↑ 50,000 Avenue Supermarts Ltd (Consumer Defensive)Equity, Since 30 Jun 19 | 5403763%₹14 Cr50,000 UltraTech Cement Ltd (Basic Materials)Equity, Since 30 Apr 18 | ULTRACEMCO3%₹13 Cr25,000 ↑ 8,000 Avanti Feeds Ltd (Consumer Defensive)Equity, Since 31 Aug 20 | 5125732%₹11 Cr220,000 ↑ 70,000 Tech Mahindra Ltd (Technology)Equity, Since 31 Aug 20 | 5327552%₹11 Cr110,000 Axis Bank Ltd (Financial Services)Equity, Since 31 Jul 18 | 5322152%₹11 Cr170,0002. Below is the key information for Kotak Equity Hybrid Fund. Foreign securities will not be treated as a separate asset class. The primary objective of the scheme is to seek to generate long term capital appreciation with relatively lower volatility through systematic allocation of funds into equity; and in debt /money market instruments for defensive purposes. The fund should invest at least 10 percent in each of the asset classes. The scheme will invest in a diversified portfolio of equities of high growth companies and balance the risk through investing the rest in a relatively safe portfolio of debt. Below is the key information for DSP BlackRock Equity and Bond Fund. Below is the key information for Mirae Asset Hybrid Equity Fund. Net Profit of â¹115,684 Invest Now Invest Now Returns for Nippon India Balanced Advantage Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. It is also one of the oldest schemes in this category Return for 2020 was 12.9% , 2019 was 13.5% and 2018 was -0.1% . The assets invested in equities and stocks offer market-linked returns while the assets invested in debt instruments offer fixed returns. Get detailed Portfolio analysis for ICICI Prudential Balanced Advantage Fund. SBI Equity Hybrid Fund (Erstwhile SBI Magnum Balanced Fund) To provide investors long term capital appreciation along with the liquidity of open-ended scheme by investing in a mix of debt and equity. The norm says that funds in this category should have âinvestment in equity/debt that is managed dynamicallyâ. companies that are in the top 200 by market capitalization on the BSE. All Rights Reserved, Aditya Birla Sun Life Balanced Advantage Fund, 2021 Shepard Technologies Private Limited. as on 4 Feb 21 DurationReturns1 Month 5.4% 3 Month 20.2% 6 Month 32.6% 1 Year 21.6% 3 Year 10.2% 5 Year 14% 10 Year 15 Year Since launch 10.5% Historical performance (Yearly) on absolute basis YearReturns2020 15.4% 2019 14.1% 2018 -6.2% 2017 23.2% 2016 11% 2015 1.9% 2014 2013 2012 2011 Fund Manager information for Kotak Equity Hybrid Fund NameSinceTenurePankaj Tibrewal25 Aug 155.44 Yr.Abhishek Bisen4 Jun 0911.67 Yr.Data below for Kotak Equity Hybrid Fund as on 31 Dec 20 Asset Allocation Asset ClassValueCash6.34%Equity75.87%Debt17.79% Equity Sector Allocation SectorValueFinancial Services19.41%Technology10.47%Consumer Cyclical10.12%Basic Materials9.87%Industrials9.64%Health Care6.62%Energy4.55%Consumer Defensive3.59%Real Estate2.23%Utility1.98% Debt Sector Allocation SectorValueGovernment13.55%Cash Equivalent6.34%Corporate4.24% Credit Quality RatingValueAA20.77%AAA79.23% Top Securities Holdings / Portfolio NameHoldingValueQuantity Infosys Ltd (Technology)Equity, Since 30 Apr 10 | INFY5%₹69 Cr549,800 ↓ -18,700 ICICI Bank Ltd (Financial Services)Equity, Since 31 Oct 10 | ICICIBANK5%₹65 Cr1,205,708 ↓ -213,000 HDFC Bank Ltd (Financial Services)Equity, Since 30 Jun 11 | HDFCBANK5%₹58 Cr404,947 ↓ -46,300 Reliance Industries Ltd (Energy)Equity, Since 30 Jun 06 | RELIANCE4%₹46 Cr232,027 5.77% GOI 2030 Sovereign Bonds | -3%₹40 Cr4,000,000 ↑ 1,000,000 6.19% Govt Stock 2034 Sovereign Bonds | -3%₹39 Cr3,900,000 ↑ 500,000 Tata Consultancy Services Ltd (Technology)Equity, Since 30 Nov 12 | TCS3%₹38 Cr133,852 Cnx Nifty-Jan2021 - | -3%-₹36 Cr25,350 ↑ 25,350 Supreme Industries Ltd (Consumer Cyclical)Equity, Since 31 May 19 | 5099303%₹33 Cr202,761 ↓ -5,850 6.68% Govt Stock 2031 Sovereign Bonds | -2%₹31 Cr3,000,0009. Rating ââRisk Moderately HighExpense Ratio 2.41Sharpe Ratio 0.49Information Ratio 0Alpha Ratio 0Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (2%),1-2 Years (1%),2 Years and above(NIL) Growth of 10,000 investment over the years. Co. Priv. Both the categories have their own merits, and both are eligible for equity-related taxation, but the difference is that aggressive hybrid funds have conventional equity exposure, while BAFs may have a lower net exposure to equity & might offer more stable returns pertaining to risk they are taking. The Scheme will decide on allocation of funds into equity assets based on equity market Price Earning Ratio (PE Ratio) levels. Ranked 18 in Dynamic Allocation category. Edelweiss Balanced Advantage Fund. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.5% since its launch. Balanced Advantage Mutual funds are dynamically managed amongst equity and debt. Ranked 28 in Dynamic Allocation category. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 8.6% since its launch. The scheme will invest in a diversified portfolio of equities of high growth companies and balance the risk through investing the rest in a relatively safe portfolio of debt. The returns generated by arbitrage funds are dependent on the volatility of the stock market. Ranked 9 in Hybrid Equity category. So, these funds reduce the risk of downfall due to the constantly changing market conditions while managing some basic returns due to the debt exposure. Below is the key information for Edelweiss Balanced Advantage Fund. When the markets become expensive in terms of âPrice to Earningsâ Ratio; the Scheme will reduce its allocation to equities and move assets into debt and/or money market instruments and vice versa. as on 4 Feb 21 And, You are Ready to Invest! DateValue31 Jan 16₹10,00031 Jan 17₹12,11231 Jan 18₹14,27531 Jan 19₹13,14231 Jan 20₹15,51831 Jan 21₹17,690 Kotak Equity Hybrid Fund SIP Returns Goal based Monthly SIPMy Monthly Investment:₹Investment Tenure:YearsExpected Annual Returns:% Total investment amount is ₹300,000 expected amount after 5 Years is ₹426,080. Ranked 23 in Dynamic Allocation category. HDFC Multi-Asset Fund (Erstwhile HDFC Multiple Yield Fund - Plan 2005) To generate positive returns over medium time frame Ranked 18 in Dynamic Allocation category. Mutual Fund Houses can offer either a balanced hybrid or an aggressive hybrid fund, not both. The Scheme proposes to allocate assets to both equity and debt markets based upon the market view. with low risk of capital loss over medium time frame. Edelweiss Balanced Advantage Fund (Erstwhile Edelweiss Dynamic Equity Advantage Fund) The primary objective of the scheme will be to generate absolute returns with low volatility over a longer tenure of time. Aims to generate long term capital appreciation from a portfolio that is invested predominantly in equity and equity related instruments. Ltd. Below is the key information for Canara Robeco Equity Debt Allocation Fund Canara Robeco Equity Debt Allocation Fund Growth Launch Date 1 Feb 93 NAV (04 Feb 21) ₹211.41 ↑ 1.31 (0.62 %) Net Assets (Cr) ₹4,170 on 31 Dec 20 Category Hybrid - Hybrid EquityAMC Canara Robeco Asset Management Co. Ltd. Return for 2020 was 17% , 2019 was 14.2% and 2018 was -5.1% . investment objective of the Scheme will be achieved HDFC Multi-Asset Fund is a Hybrid - Multi Asset fund was launched on 17 Aug 05. Shares depending upon their market outlook appreciation from a Dynamic mix of stocks & is! Of 1 year, it has beater its peers and gave 13 % returns was formed by a of! Funds to invest in listed companies that are in the scheme is to both Equity and Bond as... 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