| S.No. | 1Y(%) | 3Y(%) | 5Y(%) | Fund Size(Cr.) |
|---|---|---|---|---|
| 1 | Shriram Balanced Advantage Fund - Regular Growth | 26 | 12.22 | 522.7 |
| 2 | Quant Dynamic Asset Allocation Fund - Growth Option - Regular Plan | 53.75 | 0 | 12010 |
| 3 | HDFC Balanced Advantage Fund - Growth Plan | 36.94 | 24.08 | 898783 |
| 4 | NJ Balanced Advantage Fund - Regular Plan - Growth Option | 29.92 | 0 | 39786.9 |
| 5 | Axis Balanced Advantage Fund - Regular Plan - Growth | 27.12 | 12.84 | 23227.6 |
| Company | Holding (%) |
|---|---|
| HDFC BANK LIMITED | 4.97 |
| RELIANCE INDUSTRIES LIMITED | 4.64 |
| RURAL ELECTRIFICATION CORPORATION LIMITED | 4.6 |
| ICICI BANK LIMITED | 3.95 |
| LIC HOUSING FINANCE LIMITED | 3.89 |
| TATA CONSULTANCY SERVICES LIMITED | 3.06 |
| INFOSYS LIMITED | 2.94 |
| MAHINDRA AND MAHINDRA LIMITED | 2.4 |
| BHARTI AIRTEL LIMITED | 2.37 |
| Sector | Allocation (%) |
|---|---|
| N/A | 37.34 |
| Banks | 10.67 |
| IT - Software | 7.66 |
| Automobiles | 5.12 |
| Pharmaceuticals & Biotechnology | 5.08 |
| Petroleum Products | 4.64 |
| Power | 4.33 |
| Telecom - Services | 4.22 |
| Auto Components | 2.88 |
