5 Balanced Fund

1 year returns are absolute; 3 years and 5 year returns are CAGR
AUM as of October 2018, Returns are as on November 16, 2018
Source: ACE MF

Aditya Birla SL Equity Hybrid’95 Fund

• Aditya Birla SL Balanced’95 Fund tactically allocates 50-75% to equities depending upon the market scenario.

• The fund follows top-down approach to select the sectors and bottom-up approach for stock selection.

DSP BlackRock Equity & Bond Fund

• DSP BlackRock Equity & Bond Fund invests in equity for potential high-return and to curtain the volatility, it invests in fixed income instruments.

• Fund manages a well-diversified equity portfolio. It invests in Large-cap stocks, which are expected to benefit from economic recovery and applies bottom-up approach to invest in mid/small cap stocks to generate alpha.
• In debt portfolio, it maintains high quality fixed income portfolio and actively manages duration through long dated government bonds.

ICICI Pru Equity & Debt Fund

• ICICI Pru Balanced Fund does a tactical allocation between debt and equity to ensure optimal risk reward.

• The fund increases its exposure in debt market when the market is overvalued and increases its allocation to equity when market is undervalued.

Reliance Equity Hybrid Fund

• Reliance Reg Savings Fund-Balanced Option does a tactical allocation between debt and equity to generate superior risk adjusted returns.

• To generate alpha, the fund primarily invests in large-cap stocks with some tactical allocation to emerging leaders.

• In debt securities, the fund follows accrual strategy and invests in high quality instruments with moderate duration.

SBI Hybrid Equity Fund

• SBI Hybrid Equity Fund invests in a diversified portfolio of equities of high growth companies and balances the risk through investing the rest in fixed income securities.

• It has mandate to invest 65-80% in equity and 20-35% in debt instruments.