Mutual Funds Sahi Hai!
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The scheme aims to balance capital appreciation with income generation by maintaining a minimum 25% exposure each in equity and debt, while allowing up to 25% short derivative positions to enhance returns and manage risk. It will be benchmarked against the Nifty 50 Hybrid Composite Debt 50:50 Index and managed by Sandeep Tandon, Lokesh Garg, Ankit Pande, Sameer Kate, and Sanjeev Sharma.
A conservative hybrid long-short strategy aims to lock-in fixed gains from equity arbitrage and fixed income securities as well as capital appreciation from unhedged long & short exposure strategies via extensive usage of derivative instruments within regulatory limits.
The minimum application amount is Rs 10 lakh plus in multiple of Re 1 thereafter. The maximum permissible total expense ratio (TER) is capped at 2.25% under SEBI regulations.
HSBC Aggressive Hybrid Fund – Regular Plan – IDCW Option: 0.210
HSBC Aggressive Hybrid Fund – Direct Plan – IDCW Option: 0.180
HSBC Balanced Advantage Fund – Regular Plan – IDCW Option: 0.122
HSBC Balanced Advantage Fund – Direct Plan – IDCW Option: 0.143
HSBC Infrastructure Fund – Regular Plan – IDCW Option: 3.000
HSBC Infrastructure Fund – Direct Plan – IDCW Option: 3.500
Mirae Asset Aggressive Hybrid Fund – Regular Plan – IDCW Option: Rs 0.10 per unit.
Mirae Asset Aggressive Hybrid Fund – Direct Plan – IDCW Option: Rs 0.10 per unit
Details of Mr. Anupam Gupta
Age: 44 years
Designation: Senior Equity Analyst
Qualification: B.E. in Mechanical Engineering (NIT, Bhopal) PGDBM (IIM Lucknow) CFA (CFA Institute)
Baroda BNP Paribas Aggressive Hybrid Fund – Regular Plan – IDCW Option: Rs 0.13 per unit.
Baroda BNP Paribas Aggressive Hybrid Fund – Direct Plan – IDCW Option: Rs 0.14 per unit
Baroda BNP Paribas Multi Cap Fund – Regular Plan – IDCW Option: Rs 0.41 per unit.
Baroda BNP Paribas Multi Cap Fund – Direct Plan – IDCW Option: Rs 0.44 per unit.
The fund is positioned as a diversified equity scheme with a mandate to invest across large-cap, mid-cap, and small-cap segments. It seeks to deliver long-term capital appreciation by leveraging BlackRock’s Systematic Active Equity (SAE) approach, which combines human expertise with artificial intelligence, machine learning, and alternative data sources to make investment decisions. The model integrates market insights from multiple data points such as economic trends, social media, consumer transactions, geolocations, and company fundamentals.
Benchmarking itself against the Nifty 500 TRI, the scheme carries a Total Expense Ratio (TER) of 0.50% with no exit load. Fund managers Tanvi Kacheria and Sahil Chaudhary will oversee the portfolio, supported by JioBlackRock's broader investment team.
According to the AMC, the fund’s core differentiator lies in its technology-driven, rules-based process designed to minimize investor biases and enhance consistency. The proprietary Aladdin® platform, licensed from BlackRock, will support portfolio management, risk analytics, and execution efficiency.
Back-tested data presented in the NFO document suggests that the SAE framework delivered an annualized return of 19.04% over 10 years, compared with 14.11% for the BSE 500 and 14.03% for the NSE 500. However, the company has cautioned that past performance is not indicative of future results.
The launch comes at a time when India’s equity markets are seeing expanding breadth, increased liquidity, and rising institutional participation. With over 1,000 investible stocks and growing sectoral diversity, JioBlackRock aims to capture opportunities across the spectrum through scalable, technology-led execution at a relatively lower cost.
Change in Fund Manager:
Details of Mr. Uday Shirish Bhansali
Age: 64 years
Designation: Independent Director
Qualification: B.Com, FCA and ICWA.
DSP Aggressive Hybrid Fund – Regular Plan – IDCW Option: 0.200
DSP Aggressive Hybrid Fund – Direct Plan – IDCW Option: 0.200
• Mr. Saptarshee Chatterjee (Assistant Fund Manager- Equity)
• Mr. Kaustubh Sule (Fund Manager- Fixed Income)
• Mr. Saptarshee Chatterjee (Assistant Fund Manager-Equity)
HDFC Hybrid Equity Fund:
Regular Plan – IDCW: 0.250
Direct Plan – IDCW: 0.250
HDFC Equity Savings Fund:
Regular Plan – IDCW: 0.220
Direct Plan – IDCW: 0.220
HDFC Balanced Advantage Fund:
LIC MF Aggressive Hybrid Fund – Regular Plan - IDCW Option: 0.20
Taurus Large Cap Fund, Taurus Mid Cap Fund, Taurus Ethical Fund, Taurus Infrastructure Fund, Taurus Nifty 50 Index Fund, Taurus Flexi Cap Fund, Taurus Banking & Financial Services Fund, Taurus ELSS Tax Saver Fund
Consequently, Kfin Technologies Limited ("KFINTECH") ceases to be the RTA in respect of the Schemes of Taurus Mutual Fund with effect from the aforesaid Effective Date.
Details of Mr. Vijayan Prashant Kumar
Age: 45 years
Designation: (National Head- Sales & Key Personnel)
Qualification: Marketing and Finance (Indian Institute of Planning and Management)
Edelweiss Balanced Advantage Fund – Regular Plan – Monthly IDCW Option & Direct Plan – Monthly IDCW Option: Rs. 0.18 each
Edelweiss Aggressive Hybrid Fund – Regular Plan – IDCW Option & Direct Plan – IDCW Option: Rs. 0.20 each.
Edelweiss Equity Savings Fund – Regular Plan – Monthly IDCW Option & Direct Plan – Monthly IDCW Option: Rs. 0.08 each.
Edelweiss Large Cap Fund – Regular Plan – IDCW Option & Direct Plan – IDCW Option: Rs. 1.00 each.
HDFC Arbitrage Fund – Wholesale Plan – Regular Plan – Normal IDCW Option (Payout & Reinvestment): 0.050
HDFC Arbitrage Fund – Wholesale Plan – Direct Plan – Normal IDCW Option (Payout & Reinvestment): 0.050
HDFC Arbitrage Fund – Wholesale Plan – Regular Plan – Monthly IDCW Option (Payout & Reinvestment): 0.050
HDFC Arbitrage Fund – Wholesale Plan – Direct Plan – Monthly IDCW Option (Payout & Reinvestment): 0.050
Aditya Birla Sun Life Balanced Advantage Fund:
Regular Plan – IDCW Option: 0.155
Direct Plan – IDCW Option: 0.176
Aditya Birla Sun Life Arbitrage Fund:
Regular Plan – IDCW Option: 0.065
Direct Plan – IDCW Option: 0.067
Aditya Birla Sun Life Equity Hybrid ‘95 Fund
Regular Plan – IDCW Option: 3.159
Direct Plan – IDCW Option: 5.404
Aditya Birla Sun Life Dividend Yield Fund
Regular Plan – IDCW Option: 0.394
Direct Plan – IDCW Option: 0.716
Aditya Birla Sun Life Equity Savings Fund
Regular Plan – IDCW Option: 0.235
Direct Plan – IDCW Option: 0.277
Aditya Birla Sun Life Retirement Fund - The 30s Plan
Regular Plan – IDCW Option: 1.049
Direct Plan – IDCW Option: 1.160
Aditya Birla Sun Life Retirement Fund - The 40s Plan
Regular Plan – IDCW Option: 0.985
Direct Plan – IDCW Option: 1.086
Aditya Birla Sun Life Retirement Fund - The 50s Plan
Regular Plan – IDCW Option: 0.759
Direct Plan – IDCW Option: 0.831
Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan
Regular Plan – IDCW Option: 0.687
Direct Plan – IDCW Option: 0.747
Franklin India Equity Savings Fund:
Regular Plan – Monthly IDCW: 0.060
Direct Plan – Monthly IDCW: 0.070
Franklin India Balanced Advantage Fund:
Regular Plan – IDCW: 0.550
Direct Plan – IDCW: 0.850
Franklin India Corporate Debt Fund:
Regular Plan – Quarterly IDCW: 0.200
Direct Plan – Quarterly IDCW: 0.260
Regular Plan – Half Yearly IDCW: 0.550
Direct Plan – Half Yearly IDCW: 0.660
Franklin India Conservative Hybrid Fund:
Regular Plan – Quarterly IDCW: 0.245
Direct Plan – Quarterly IDCW: 0.280
Regular Plan – Monthly IDCW: 0.080
Direct Plan – Monthly IDCW: 0.100
Franklin India Dividend Yield Fund:
Regular Plan – IDCW: 1.000
Direct Plan – IDCW: 1.150
Franklin India Money Market Fund:
Regular Plan – Quarterly IDCW: 0.155
Direct Plan – Quarterly IDCW: 0.165