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  • Nippon India Balanced Advantage Fund of Income Distribution cum capital wdrl (PIDCW-M)

Formerly Nippon India Balanced Adv DP

Nippon India Balanced Advantage Fund of Income Distribution cum capital wdrl (PIDCW-M)

Nippon India Balanced Advantage Fund Of Income Distribution Cum Capital Wdrl (Pidcw-m)

HybridDynamic Asset Allocation Or Balanced Advantage

27.8367

NAV (May 11)

Scripbox Opinion

Neutral

Click here for top ranked funds in dynamic asset allocation or balanced advantage mutual funds.

However, Scripbox does not recommend investing in dynamic asset allocation or balanced advantage mutual funds.

Dynamic Asset Allocation funds change their exposure to debt and equity dynamically - taking a call on market valuation & conditions.

This makes their performance difficult to assess.

With a high Equity component, the impact of market fluctuations on these funds is high.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

17 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

3,311 Cr. Small within the category

Category View

Neutral. The category has a neutral investment outlook

Consistency Of Performance

Poor. The historical performance of the fund has been poor

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    Historical growth rate of 12% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only

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Scheme Information

Investment 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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

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High Risk

2.16 %

Expense Ratio

Nov 15, 2004

Launched (17y ago)

₹ 3,311

AUM in Crores

INF204K01570

ISIN

No Lock-in

Lock-in

CRISIL Hybrid 35+65 - Agg TR INR

Benchmark

₹ 1,000

SIP Minimum

₹ 5,000

Lumpsum Min.

Fund Managers
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Amar Kalkundrikar

Fund Manager

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Ashutosh Bhargava

Fund Manager

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Kinjal Desai

Fund Manager

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Manish Gunwani

Fund Manager

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Prashant Pimple

Fund Manager

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Sushil Budhia

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
EPF70% ₹ 900,761 ₹ 168,1498.50%
Property70% ₹ 867,662 ₹ 135,0507.00%
PPF70% ₹ 869,819 ₹ 137,2077.10%
Bank FD70% ₹ 846,471 ₹ 113,8596.00%
Gold70% ₹ 846,471 ₹ 113,8596.00%
Savings Bank70% ₹ 825,950 ₹ 93,3385.00%

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.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
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    Expert Investing Only
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    One click investing tracking
comparison

Comparison with Hybrid Funds

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

Aggressive Hybrid

26 Years

Age

5

Track Record

ICICI Prudential Equity & Debt Fund (G)

ICICI Prudential Equity & Debt Fund (G)

Aggressive Hybrid

22 Years

Age

5

Track Record

Quant Absolute Fund (G)

Quant Absolute Fund (G)

Aggressive Hybrid

20 Years

Age

5

Track Record

HDFC Hybrid Debt Fund (G)

HDFC Hybrid Debt Fund (G)

Conservative Hybrid

18 Years

Age

5

Track Record

HDFC Multi Asset fund (G)

HDFC Multi Asset fund (G)

Multi Asset Allocation

16 Years

Age

5

Track Record

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About the AMC

Nippon Life India Asset Management Ltd

Nippon Life India Asset Management Ltd manages assets worth 204,325 crores and was set up on 24 February 1995. It's current offering of mutual fund schemes includes 90 equity,369 debt and 34 hybrid funds.

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  • tel-amc-about
    022-33031000
  • mail-amc-about
    customer_care@reliancemutual.com
  • Nippon India Liquid Fund (G)

    Nippon India Liquid Fund (G)

    Liquid

    Recommended

    Top Ranked

    ₹ 22,828 Cr

    Fund Size

    5.6%

    3Y returns

    Nippon India Growth Fund (G)

    Nippon India Growth Fund (G)

    Mid Cap

    Recommended

    Top Ranked

    ₹ 9,123 Cr

    Fund Size

    12.7%

    3Y returns

    Nippon India Liquid Fund Retail (G)

    Nippon India Liquid Fund Retail (G)

    Liquid

    Top Ranked

    ₹ 22,828 Cr

    Fund Size

    4.9%

    3Y returns

    Nippon India Growth Fund Inc Dist cum Cap Wdrl (PIDCW-A)

    Nippon India Growth Fund Inc Dist cum Cap Wdrl (PIDCW-A)

    Mid Cap

    Top Ranked

    ₹ 9,123 Cr

    Fund Size

    11.5%

    3Y returns

    Nippon India Liquid Fund Retail Inc Dist cum Cap Wdrl (D-Q)

    Nippon India Liquid Fund Retail Inc Dist cum Cap Wdrl (D-Q)

    Liquid

    Top Ranked

    ₹ 22,828 Cr

    Fund Size

    3.7%

    3Y returns

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    How does Scripbox rate funds?

    Proprietary system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    Relative Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Category View

    Category View

    We check if the sub-category of the fund is recommended by us.

    Consistency Of Performance

    Consistency Of Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    Relative Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Quality Of Fund’s Portfolio

    Credit Quality Of Fund’s Portfolio

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Equity Funds

    Debt Funds

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    About Nippon India Balanced Advantage Fund of Income Distribution cum capital wdrl (PIDCW-M)

    About Nippon India Balanced Advantage Fund of Income Distribution cum capital wdrl (PIDCW-M)

    Nippon India Balanced Advantage Fund of Income Distribution cum capital wdrl (PIDCW-M) is a dynamic asset allocation or balanced advantage hybrid fund and has delivered an annualised return of 15.5% over a period of 17 years .The fund was previously known as Nippon India Balanced Adv DP.The fund is managed by Nippon Life India Asset Management Ltd.The fund managers are Amar Kalkundrikar, Ashutosh Bhargava, Kinjal Desai, Manish Gunwani, Prashant Pimple, Sushil Budhia

    Nippon India Balanced Advantage Fund of Income Distribution cum capital wdrl (PIDCW-M) Investment 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. However, there is no assurance that the objective of the scheme will be realized.

    Nippon India Balanced Advantage Fund of Income Distribution cum capital wdrl (PIDCW-M) NAV,AUM,Risk

    The Nippon India Balanced Advantage Fund of Income Distribution cum capital wdrl (PIDCW-M) fund was launched on Nov 15, 2004. The NAV (Net Asset Value) of this dynamic asset allocation or balanced advantage hybrid as of 2021-05-11 is ₹ 27.8367. The total AUM (Asset Under Management) of the fund as of 2021-05-12 is ₹ 3310.285. The category risk of the Nippon India Balanced Advantage Fund of Income Distribution cum capital wdrl (PIDCW-M) fund is High Risk. The fund charges 2.16 % as expense ratio.

    Nippon India Balanced Advantage Fund of Income Distribution cum capital wdrl (PIDCW-M) Holdings

    The fund’s highest allocation is towards equity and has invested 47.6% in this asset class. The top three holdings of the fund are nirma limited,6.79% govt stock 2029 and power finance corporation limited

    Nippon India Balanced Advantage Fund of Income Distribution cum capital wdrl (PIDCW-M) SIP

    The minimum SIP (Systematic Investment Plan) amount for this 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.

    Nippon India Balanced Advantage Fund of Income Distribution cum capital wdrl (PIDCW-M) Investment volatility and Horizon

    This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to CRISIL Hybrid 35+65 - Agg TR INR

    Nippon India Balanced Advantage Fund of Income Distribution cum capital wdrl (PIDCW-M) Review

    Nippon India Balanced Advantage Fund of Income Distribution cum capital wdrl (PIDCW-M) has a score of 3 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, Nippon India Balanced Advantage Fund of Income Distribution cum capital wdrl (PIDCW-M) has a score of 2 out of 5. Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.

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