Nippon India Balanced Advantage Fund
100
Min SIP
100
Min Lumpsum
0.55 %
Expense Ratio
Rating
6,711
Fund Size (in Cr)
10 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 | 12.3% | 18.7% | 10.3% | 11.7% | ||||
| Category Average | 16.6% | 28.4% | 13.5% | - |
Scheme Allocation
By Holding
By Sector
By Asset
HDFC Bank
ICICI Bank
St Bk of India
Infosys
ITC
Others
Advance Ratio
0.45
Alpha
2.28
SD
0.47
Beta
0.59
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. |
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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
- 1Y
- 3Y
- 5Y
-
- 54,412
-
20.7%Fund Size - 54,412
-
31.1%Fund Size - 54,412
-
13.9%Fund Size - 54,412
-
- 8,906
-
12.8%Fund Size - 8,906
-
19.9%Fund Size - 8,906
-
12.3%Fund Size - 8,906
-
- 45,584
-
12.1%Fund Size - 45,584
-
19.8%Fund Size - 45,584
-
11%Fund Size - 45,584
-
- 6,357
-
13.3%Fund Size - 6,357
-
19.8%Fund Size - 6,357
-
10.6%Fund Size - 6,357
-
- 613
-
14.1%Fund Size - 613
-
16.1%Fund Size - 613
-
8%Fund Size - 613
AMC Contact Details
Nippon India Mutual Fund
AUM:
2,81,439 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
Frequently Asked Questions
How to invest in Nippon India Balanced Advantage Fund ?
You can invest in Nippon India Balanced Advantage Fund 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 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 ?
The NAV of Nippon India Balanced Advantage Fund is ₹143.5 as of 26 May 2023.
How to redeem Nippon India Balanced Advantage Fund 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 is the minimum sip amount of Nippon India Balanced Advantage Fund?
The minimum SIP amount of Nippon India Balanced Advantage Fund is ₹100
What are the top sectors Nippon India Balanced Advantage Fund has invested in??
The top sectors Nippon India Balanced Advantage Fund has invested in are
- HDFC Bank - 6.94%
- ICICI Bank - 6.86%
- St Bk of India - 3.72%
- Infosys - 3.46%
- ITC - 2.8%
How much returns have Nippon India Balanced Advantage Fund generated ?
The Nippon India Balanced Advantage Fund has delivered 11.7% since inception
What is the expense ratio of Nippon India Balanced Advantage Fund ?
The expense ratio of Nippon India Balanced Advantage Fund is 0.55 % as of 26 May 2023.
What is the AUM of Nippon India Balanced Advantage Fund?
The AUM of Nippon India Balanced Advantage Fund is ₹2,81,439 Cr as of 26 May 2023
What are the top stock holdings of Nippon India Balanced Advantage Fund?
The top stock holdings of Nippon India Balanced Advantage Fund are
- HDFC Bank - 6.94%
- ICICI Bank - 6.86%
- St Bk of India - 3.72%
- Infosys - 3.46%
- ITC - 2.8%