What is the NAV of Nippon India Balanced Advantage Fund?
The Current NAV of Nippon India Balanced Advantage Fund is ₹196.92, as of 13th June 2025What are the returns of Nippon India Balanced Advantage Fund?
The Nippon India Balanced Advantage Fund has been there since 1st January 2013- 1 Year Returns: 7.81
- 3 Year Returns: 15.66
- 5 Year Returns: 16.73
What are the top 5 sectors holdings of Nippon India Balanced Advantage Fund?
The top sectors Nippon India Balanced Advantage Fund has invested in are as for 1st 01 2013 are as follows -- Private Banks | 15.95%
- Others | 10.13%
- Construction & Engineering | 5.38%
- IT Services & Consulting | 5.38%
- Telecom Services | 4.16%
What are the top 5 holdings Nippon India Balanced Advantage Fund?
The top 5 holdings for Nippon India Balanced Advantage Fund are- HDFC Bank Ltd | 6.11%
- ICICI Bank Ltd | 5.77%
- Triparty Repo | 4.16%
- Infosys Ltd | 3.27%
- Bharti Airtel Ltd | 3.05%
What is the asset allocation of Nippon India Balanced Advantage Fund?
The Nippon India Balanced Advantage Fund is a plan that invests- Equity | 68.24%
- Corporate Debt | 14.29%
- Government Securities | 6.40%
- Cash & Equivalents | 5.35%
- REITs & InvIT | 4.47%
How to invest in Nippon India Balanced Advantage Fund?
If you wish to invest in Nippon India Balanced Advantage Fund Plan via smallcase, you can follow these quick and easy steps -- Log in to smallcase
- Search and select the Nippon India Balanced Advantage Fund
- Complete filling your details and KYC
- Enter the Amount and type of investment (SIP or Lumpsum)
- And Voila! your SIP or Lumpsump investment in Nippon India Balanced Advantage Fund is completed
You can also calculate the returns on your investment based on our smallcase Lumpsum & SIP Calculator.
What is the AUM of Nippon India Balanced Advantage Fund?
The AUM of Nippon India Balanced Advantage Fund is 9190.17 Cr as of 13th June 2025What is the expense ratio of Nippon India Balanced Advantage Fund Plan?
The expense ratio of Nippon India Balanced Advantage Fund Plan is 0.55How to exit Nippon India Balanced Advantage Fund?
If you have invested in Nippon India Balanced Advantage Fund, then simply visit your investment and you will find an option to exit the funds or invest more. Please click on 'exit' and add the amount or units. In case you want to exit from all units, you can simply click on the checkbox option shown.What is the alpha of Nippon India Balanced Advantage Fund?
The alpha ratio for the Nippon India Balanced Advantage Fund is N/A
Alpha is the excess return of a fund compared to its expected return based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.
What is the Volatility or Standard Deviation of Nippon India Balanced Advantage Fund?
The volatility or standard deviation for the Nippon India Balanced Advantage Fund is 7.53
Standard Deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.
What is the sharpe ratio of Nippon India Balanced Advantage Fund?
The sharpe ratio for the Nippon India Balanced Advantage Fund is 0.57
The Sharpe Ratio is a measure of risk-adjusted return that evaluates the performance of an investment, such as a mutual fund, by adjusting for its risk. Higher Sharpe Ratio, indicates a better risk-adjusted performance. A positive Sharpe Ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe Ratio suggests that the MF did not adequately compensate for the risk.
What is the Sortino ratio of Nippon India Balanced Advantage Fund?
The Sortino ratio for the Nippon India Balanced Advantage Fund is 0.06
The Sortino ratio is a measure of risk-adjusted return for an investment, such as a mutual fund.
What is the Price to Earnings (PE) of Nippon India Balanced Advantage Fund?
The PE ratio (price-to-earnings) of the Nippon India Balanced Advantage Fund is 42.81 while category PE ratio is 36.831. Test MF FAQ for Mutual Fund Nippon India Balanced Advantage Fund Shares?
The Current NAV of Nippon India Balanced Advantage Fund is ₹196.92, as of 13th June 20255. Test MF FAQ Is there any lock-in period for Nippon India Balanced Advantage Fund Plan?
There is a lock in period of N/A for Nippon India Balanced Advantage Fund
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Nippon India Balanced Advantage Fund Direct Growth
Growth
196.920.42% (-0.84)
High
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Returns
0.00%
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
1M
6M
1Y
3Y
5Y
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SIP
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Nippon India Balanced Advantage Fund Performance & Key Metrics
Nippon India Balanced Advantage Fund Performance & Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.55 | 42.81 | 0.57 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.32 | 36.83 | 0.33 |
Nippon India Balanced Advantage Fund Scheme InfoNippon India Balanced Advantage Fund Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 100 |
| BenchmarkBenchmark |
|---|
| CRISIL Hybrid 50+50 - Moderate Index |
About Balanced Advantage Fund
About Balanced Advantage Fund
Balanced advantage funds are equity mutual funds that have equity allocation between 30% and 80% depending on the PE ratio and market valuation
Nippon India Balanced Advantage Fund Peers
What are peers and why compare against them?
What are peers and why compare against them?
A mutual fund’s peers are schemes which belong to the same category. Comparing various metrics against peers can give valuable insights on how the scheme is performing as compared to the scheme category as a whole.
Nippon India Balanced Advantage Fund Peers & Comparison
Comparing 3 mutual funds from
HybridBalanced Advantage Fund
HybridBalanced Advantage Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Nippon India Balanced Advantage Fund | 7.81% | 15.66% | 12.58% |
| HDFC Balanced Advantage Fund | 6.33% | 23.40% | 15.34% |
| ICICI Pru Balanced Advantage Fund | 9.87% | 15.28% | 13.26% |
| SBI Balanced Advantage Fund | 7.32% | 16.62% | 12.92% |
Nippon India Balanced Advantage Fund Returns Comparison
Compare Nippon India Balanced Advantage Fund with any MF, ETF, stock or indexCompare Nippon India Balanced Advantage Fund with any MF, ETF, stock or index
Nippon India Balanced Advantage Fund
Hmm, looks like data is unavailable here. Please come back after some timeNippon India Balanced Advantage Fund Portfolio
What are constituents?
What are constituents?
Mutual fund constituents are the various stocks, bonds, and other securities held within a fund. The size and mix of holdings depend on the category or type of fund. The holding analysis can give valuable understanding regarding the diversification of the fund.
Nippon India Balanced Advantage Fund Asset Allocation
Nippon India Balanced Advantage Fund Asset Allocation
Actual
Target
Sep 2024
Dec 2024
Mar 2025
May 2025
Sep 2024
Dec 2024
Mar 2025
May 2025
Nippon India Balanced Advantage Fund Sector Distribution
Nippon India Balanced Advantage Fund Sector Distribution
Sep 2024
Dec 2024
Mar 2025
May 2025
Nippon India Balanced Advantage Fund Sector Weightage
Nippon India Balanced Advantage Fund Sector Weightage
Private Banks
Private Banks as a % of total holdings for last six quarters
Nippon India Balanced Advantage Fund Current Holdings
Nippon India Balanced Advantage Fund Current Holdings
Equity
Debt
Others
- ConstituentHolding Weight3M Change
Holdings
6.11 %
0.18 %Holdings
5.77 %
0.53 %Holdings
3.27 %
-0.88 %
AMC Profile of Nippon India Balanced Advantage Fund
AMC Profile of Nippon India Balanced Advantage Fund
Reliance Nippon Life Asset Management or RNAM is one of India’s two largest asset management companies. Currently, it has over $60 billion in its corpus. It is a wholly owned subsidiary of the Reliance Anil Dhirubhai Ambani or ADA Group.
Reliance Nippon Life Asset Management or RNAM is one of India’s two largest asset management companies. Currently, it has over $60 billion in its corpus. It is a wholly owned subsidiary of the Reliance Anil Dhirubhai Ambani or ADA Group.
No.of Schemes
76
Total AUM
₹ 4,40,712.48 Cr.
Nippon India Balanced Advantage Fund Manager Details
Nippon India Balanced Advantage Fund Manager Details
Nippon India Balanced Advantage Fund Manager Profile
Nippon India Balanced Advantage Fund Manager Profile
Amar Kalkundrikar
AUM: ₹17,467.48 Cr.
|
Exp: 16yrs
Ashutosh Bhargava
AUM: ₹1,19,789.90 Cr.
|
Exp: 12yrs
Sushil Budhia
AUM: ₹28,598.35 Cr.
|
Exp: —
Nippon India Balanced Advantage Fund Manager Performance (0)
Nippon India Balanced Advantage Fund Manager Performance (0)
Hybrid: Balanced Advantage Fund
Nippon India Balanced Advantage Fund Tax Implications
Nippon India Balanced Advantage Fund Tax Implications
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Nippon India Balanced Advantage Fund Review & Opinions
Nippon India Balanced Advantage Fund Review & Opinions
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Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%