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Nippon India Balanced Advantage Fund - Growth

Formerly Reliance Balanced Adv Gr
Returns (5yrs)
6.81 %
Latest NAV
95.59

Investment Calculator

  • Tenure
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Total Investment
Wealth Gained
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Long Term Wealth
Inflation Beating Returns

Fund Information

as on 20th of February, 07:21 AM

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

  • profile-pic
    Ashutosh Bhargava
    profile-pic
    Kinjal Desai
    profile-pic
    Manish Gunwani
  • expense-ratio
    Expense Ratio
    2.5
    benchmark
    Benchmark
    CRISIL Hybrid 35+65 - Agg TR INR
  • Aum image
    AUM
    ₹ 2884.36 Crores
    ISIN
    ISIN
    INF204K01604
  • Category Risk:

    Moderately High risk

Holding Information

as on 20th of February, 07:21 AM

Top Holding

Hdfc Bank Ltd
6%
Icici Bank Ltd
5%
Infosys Ltd
4%
Reliance Industries Ltd
4%
Rural Electrification Corporation Limited
4%

Top Sectors

Financial Services
28%
Consumer Cyclical
7%
Technology
7%
Consumer Defensive
5%
Energy
5%

Allocation

Equity
53%
Debt
23%
Others
20%

Investment Return Calculator

as on 20th of February, 07:21 AM
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  • Savings Bank
  • Fixed Deposit
  • Gold
  • Property
  • PPF
  • EPF
  • Mutual Fund

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.

Transaction

as on 20th of February, 07:21 AM
Minimum SIP Amount
1000
Minimum Lumpsum Amount
1000
Lumpsum Multiple
100
SIP Multiple
100

About the Fund

Nippon India Balanced Advantage Fund - Growth is a Diversified Hybrid fund and has delivered an annualised return of 6.81% over a period of 5 years. The fund is managed by Nippon Life India Asset Management Ltd. The fund managers names are Ashutosh Bhargava, Kinjal Desai, Manish Gunwani.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.. The fund charges 2.50000%.The minimum SIP amount for this is ₹1000. In case you want to invest a lump sum, the minimum amount to be invested is ₹1000.