hybrid mutual funds that gained over 40% in the last 1 year. Hybrid funds invest in both equity and debt with the goal of balancing risk and reward, and optimizing investment returns. The tax treatment of equity-oriented hybrid schemes is similar to that of equity schemes, while debt-oriented hybrid schemes are taxed in the same way as debt schemes.
Over the past 1 year, the fund has yielded a return of 47.65%, with its present NAV at Rs 118.38 and a market value of Rs 167.39 crore. With an expense ratio of 0.31%, the fund's asset allocation is divided as follows: 78.20% in equity, 20.12% in debt, and 1.68% in other assets. Its primary investment focus lies within the financial, automobile, and healthcare sectors. Its leading stock holdings include Sobha, Infosys, and Tata Motors Ltd, DVR Ordinary Holdings.
Over the past 1 year, the fund has yielded a return of 46.07%, with its present NAV at Rs 23.05 and a market value of Rs 312.89 crore. With an expense ratio of 0.77%, the fund's asset allocation is divided as follows: 86.12% in equity, 9.27% in debt, and 4.61% in other assets. Its primary investment focus lies in the metals & mining, materials, and financial sectors. Its leading stock holdings include Bharti Airtel, Ultratech Cement, and Jindal Stainless.
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