Nippon Mutual Fund

Nippon India Balanced Advantage Fund Direct Plan Growth

₹ 184.56

NAV (Apr 07)

18.232%
5 Year CAGR
Scripbox Opinion
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Neutral
Click here for top ranked funds in dynamic asset allocation or balanced advantage mutual funds.

Dynamic Asset Allocation Or Balanced Advantage funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Good

The performance of the fund on a Fund Size metric has been Good

Downside Protection Measure

Satisfactory

The performance of the fund on a Downside Protection Measure metric has been Satisfactory

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Scheme Information

Investment Objective

The scheme seeks 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.

Expense Ratio
0.59 %
Launched
-
AUM in Crores
8431
ISIN
INF204K01G94
Lock-in (days)
No Lock-in
Benchmark
CRISIL Hybrid 50+50 Moderate Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation
7.2
Beta
0.6
Sharpe Ratio
0.8
asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-12

Top Stock Holdings

Others

18.77%
18.771%

ICICI Bank Ltd.

6.29%
6.292%

HDFC Bank Ltd.

5.41%
5.406%

Infosys Ltd.

4.49%
4.492%

Bharti Airtel Ltd.

3.22%
3.222%
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Allocation by Sector

Financial

14.47%
14.46858%

Technology

5.39%
5.3937%

Consumer Staples

5.17%
5.172917%

Services

5.04%
5.041604%

Energy

4.3%
4.301866%
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Frequently Asked Questions

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