Nippon India Balanced Advantage Fund – Direct Growth
₹ -
Min SIP
₹ 100
Min Lumpsum
0.63 %
Expense Ratio
Rating
7,719
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 25.1% | 14.6% | 12.8% | 12.6% | ||||
| Category Average | 23.4% | 15.7% | 14.5% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
3.3
Alpha
1.87
SD
0.45
Beta
1
Sharpe
Exit Load
| Exit Load | 10% of the units allotted shall be redeemed within any exit load, on or before completion of 12 months from the date allotment of units. 1.00% - If redeemed / switched on or before completion of 12 months from the date of allotment of units. Nil - If redeemed / switched after completion of 12 months from the date of allotment of units. |
|---|
Fund Objective
The investment objective of the scheme is to capitalize on the potential upside in equity markets while attempting to limit the downside by dynamically managing the portfolio through investment in equity & equity related instruments and active use of debt, money market instruments and derivatives. There is no assurance or guarantee that the investment objective of the scheme will be achieved.
Fund Managers
Amar Kalkundrikar
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- 5,308
-
12.9%Fund Size - 5,308
-
8.4%Fund Size - 5,308
-
7.9%Fund Size - 5,308
-
- 79,875
-
39.6%Fund Size - 79,875
-
26%Fund Size - 79,875
-
18.6%Fund Size - 79,875
-
- 10,737
-
26.6%Fund Size - 10,737
-
14.9%Fund Size - 10,737
-
15.8%Fund Size - 10,737
-
- 718
-
27.7%Fund Size - 718
-
14.6%Fund Size - 718
-
12.2%Fund Size - 718
-
- 56,174
-
21.7%Fund Size - 56,174
-
14.2%Fund Size - 56,174
-
13.3%Fund Size - 56,174
AMC Contact Details
Nippon India Mutual Fund
AUM:
4,33,896 Cr
Address:
4th Floor, Tower A, Peninsula Busines
-s Park, Ganapatrao Kadam Marg
Lower Parel (W), Mumbai - 400013.
Contact:
022-68087000/1860260111
Email ID:
customercare@nipponindiaim.in
More Funds from Nippon India Mutual Fund
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Debt .
- Fixed Maturity Plans .
-
- 160
-
11.2%Fund Size - 160
-
14.5%Fund Size - 160
-
14%Fund Size - 160
-
- Debt .
- Fixed Maturity Plans .
-
- 140
-
11.2%Fund Size - 140
-
14.5%Fund Size - 140
-
14%Fund Size - 140
-
- Debt .
- Fixed Maturity Plans .
-
- 453
-
11.2%Fund Size - 453
-
14.5%Fund Size - 453
-
14%Fund Size - 453
-
- Debt .
- Fixed Maturity Plans .
-
- 173
-
11.2%Fund Size - 173
-
14.5%Fund Size - 173
-
14%Fund Size - 173
-
- Debt .
- Fixed Maturity Plans .
-
- 143
-
11.2%Fund Size - 143
-
14.5%Fund Size - 143
-
14%Fund Size - 143
Mutual Funds By Category
Equity
Debt
Hybrid
equity
Large Cap
Fund Name
Mid Cap
Fund Name
Small Cap
Fund Name
Multi Cap
Fund Name
ELSS
Fund Name
Dividend Yield
Fund Name
Sectoral / Thematic
Fund Name
Focused
Fund Name
debt
Ultra Short Duration
Fund Name
Liquid
Fund Name
Gilt
Fund Name
Long Duration
Fund Name
Overnight
Fund Name
Floater
Fund Name
hybrid
Arbitrage
Fund Name
Equity Savings
Fund Name
Aggressive Hybrid
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large Cap .
-
- 1,863
-
39.6%Fund Size - 1,863
-
20.6%Fund Size - 1,863
-
19.1%Fund Size - 1,863
-
- Equity .
- Large Cap .
-
- 12,577
-
31.8%Fund Size - 12,577
-
17.4%Fund Size - 12,577
-
18.6%Fund Size - 12,577
-
- Equity .
- Large Cap .
-
- 53,505
-
38.7%Fund Size - 53,505
-
22.1%Fund Size - 53,505
-
18%Fund Size - 53,505
-
- Equity .
- Large Cap .
-
- 24,378
-
43.3%Fund Size - 24,378
-
26.3%Fund Size - 24,378
-
17.9%Fund Size - 24,378
-
- Equity .
- Large Cap .
-
- 828
-
34.5%Fund Size - 828
-
19.8%Fund Size - 828
-
17.8%Fund Size - 828
Frequently Asked Questions
How to invest in Nippon India Balanced Advantage Fund – Direct Growth ?
You can invest in Nippon India Balanced Advantage Fund – Direct Growth in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Nippon India Balanced Advantage Fund – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Nippon India Balanced Advantage Fund – Direct Growth ?
The NAV of Nippon India Balanced Advantage Fund – Direct Growth is ₹174.3 as of 16 April 2024.
How to redeem Nippon India Balanced Advantage Fund – Direct Growth holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What are the top stock holdings of Nippon India Balanced Advantage Fund – Direct Growth?
The top stock holdings of Nippon India Balanced Advantage Fund – Direct Growth are
- ICICI Bank - 6.32%
- HDFC Bank - 5.04%
- Infosys - 3.68%
- Reliance Industr - 3.49%
- Bharti Airtel - 2.96%
How can I redeem my investments in Nippon India Balanced Advantage Fund – Direct Growth?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Nippon India Balanced Advantage Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Nippon India Balanced Advantage Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
How much returns have Nippon India Balanced Advantage Fund – Direct Growth generated ?
The Nippon India Balanced Advantage Fund – Direct Growth has delivered 12.6% since inception
What is the expense ratio of Nippon India Balanced Advantage Fund – Direct Growth ?
The expense ratio of Nippon India Balanced Advantage Fund – Direct Growth is 0.63 % as of 16 April 2024.
What is the AUM of Nippon India Balanced Advantage Fund – Direct Growth?
The AUM of Nippon India Balanced Advantage Fund – Direct Growth is ₹4,33,896 Cr as of 16 April 2024
What are the top sectors Nippon India Balanced Advantage Fund – Direct Growth has invested in?
The top sectors Nippon India Balanced Advantage Fund – Direct Growth has invested in are
- Debt - 30.04%
- Banks - 15.25%
- IT-Software - 5.61%
- Pharmaceuticals & Biotech - 3.64%
- Petroleum Products - 3.46%
Can I make investments in both the SIP and Lump Sum schemes of Nippon India Balanced Advantage Fund – Direct Growth?
Yes, You can select both SIP or Lumpsum investment of Nippon India Balanced Advantage Fund – Direct Growth based on your investment objective and risk tolerance.