- Mutual Funds
- Nippon India Mutual Fund
- Nippon India Balanced Advantage Fund (G)
Nippon India Balanced Advantage Fund (G)
₹ 172.2974
NAV (Sep 06)
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 172.2974
NAV (Sep 6)
Fund Returns
Last 1Y | 24.6% |
Last 3Y | 12.4% |
Last 5Y | 14% |
Last 10Y | 10.8% |
Since Inception | 15.4% |
6 Month CAGR | 11.1% |
Scheme Information
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 | 1.75 |
Launched (0y ago) | 1.75 |
AUM in Crores | 8802.6 |
ISIN | INF204K01604 |
Lock-in | |
Benchmark | CRISIL Hybrid 50+50 Moderate Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | |
Standard Deviation | 6.4 |
Beta | 0.5 |
Sharpe Ratio | 1.1 |
YTM |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Nippon India Balanced Advantage Fund (G) | 10,38,126 | 3,05,514 | 14% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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 before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
Others
18.8%ICICI Bank Ltd.
6.3%HDFC Bank Ltd.
5.4%Infosys Ltd.
4.5%Bharti Airtel Ltd.
3.2%Allocation by Sector
Financial
12.871773%Technology
6.008179%Consumer Staples
5.580489%Services
4.777299%Energy
4.123519%Comparison with Hybrid Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 46,488 cr | ||
₹ 3,347 cr | ||
₹ 5,044 cr | ||
₹ 12,117 cr | ||
₹ 24,596 cr |
About the AMC
Nippon India Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.906% | 6.872% | ||
6.566% | 8.85% | ||
17.832% | 20.995% | ||
21.961% | 13.612% | ||
13.32% | 7.945% |
Nippon India Balanced Advantage Fund (G) Review
Nippon India Balanced Advantage Fund (G) is a Hybrid Hybrid fund and has delivered an annualised return of 15.443% over a period of 19 years. The fund is managed by Nippon India Mutual Fund. The fund manager’s name is [object Object],[object Object],[object Object].
Nav of Nippon India Balanced Advantage Fund (G) as of 9/6/2024 is ₹172.30 with the total AUM as of 9/10/2024 is ₹8802.5534. With Scripbox you can compare and check the latest nav for all mutual funds in India. Nippon India Balanced Advantage Fund (G) was launched on 2004-11-15. The category risk of the fund is Average.
The minimum SIP amount for Nippon India Balanced Advantage Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Frequently Asked Questions
What is Nippon India Balanced Advantage Fund (G)?
How to invest in Nippon India Balanced Advantage Fund (G)?
You can invest in Nippon India Balanced Advantage Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Nippon India Balanced Advantage Fund (G)?
The minimum sip amount for Nippon India Balanced Advantage Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Nippon India Balanced Advantage Fund (G) good to invest in?
As per Scripbox experts, Nippon India Balanced Advantage Fund (G) is a 3 fund. You can investNippon India Balanced Advantage Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Nippon India Balanced Advantage Fund (G)?
The expense ratio of the Nippon India Balanced Advantage Fund (G) is 1.75% for regular plan.