15901
19712
Nippon India Balanced Advantage Fund - Direct Growth
13.88
16.72
13.87
-2.38
0.99
-3.61
3.41
12.67
  • NAV

    190.01

    as on 20 Dec 2024

  • ₹-1.65 (-0.86%)

    Last Change

  • 13.88%

    3Y CAGR returns

  • ₹ 100

    Min SIP
  • ₹ 100

    Min Lumpsum
  • 0.57%

    Expense Ratio
  • Rating
  • 8,850 Cr

    Fund Size
  • 11 Years

    Fund Age

SIP Calculator

Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00

Returns and Ranks ( as on 20 Dec 2024 )

  • 1Y
  • 3Y
  • 5Y
  • MAX
  • Trailing Returns
  • 16.72%
  • 13.88%
  • 13.87%
  • 12.67
5.85%
4.35%
2.89%
77.41%
View all Holdings
  • 3.78Alpha
  • 1.93SD
  • 0.51Beta
  • 0.96Sharpe
  • Exit Load
  • 10% of the units allotted shall be redeemed within any exit load, on or before completion of 12 months from the date allotment of units. 1.00% - If redeemed / switched on or before completion of 12 months from the date of allotment of units. Nil - If redeemed / switched after completion of 12 months from the date of allotment of units.
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.

Amar Kalkundrikar

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Nippon India Mutual Fund

  • AUM :
  • 552,409Cr
  • Address :
  • 4th Floor, Tower A, Peninsula Busines-s Park, Ganapatrao Kadam MargLower Parel (W), Mumbai - 400013.
  • Contact :
  • +91022-68087000/1860260111
  • Email ID :
  • customercare@nipponindiaim.in
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FAQs

You can invest in Nippon India Balanced Advantage Fund - Direct Growth in a quick and simple process. Follow the below steps

  1. Login to your 5paisa account, Go to the Mutual Funds section.
  2. Search for Nippon India Balanced Advantage Fund - Direct Growth in the search box.
  3. Click on "Start SIP" if you wish to do a SIP or click on "One-time" if you wish to invest a lumpsum amount then click on "Invest Now"

Nippon India Balanced Advantage Fund - Direct Growth has delivered 13.11% since inception

The NAV of Nippon India Balanced Advantage Fund - Direct Growth is ₹188.426 as of 20 Dec 2024

The expense ratio of Nippon India Balanced Advantage Fund - Direct Growth is % as of 20 Dec 2024

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on "Redeem all units

The AUM of Nippon India Balanced Advantage Fund - Direct Growth 8042.99 CR as of 20 Dec 2024

The minimum SIP amount of Nippon India Balanced Advantage Fund - Direct Growth is 100

The top stock holdings of Nippon India Balanced Advantage Fund - Direct Growth are

  1. ICICI Bank - 6.08%
  2. HDFC Bank - 5.85%
  3. Infosys - 4.35%
  4. Bharti Airtel - 3.42%
  5. TREPS - 2.89%

The top sectors Nippon India Balanced Advantage Fund - Direct Growth has invested in are

  1. Debt - 25.62%
  2. Banks - 15.58%
  3. IT-Software - 4.88%
  4. Telecom-Services - 3.68%
  5. Automobiles - 3.61%

  1. Step 1: Visit the fund house website
  2. Step 2: Log in to your account by adding Folio No. and M-Pin
  3. Step 3: Click on Widhrawal > Redemption
  4. Step 4: Select Nippon India Balanced Advantage Fund - Direct Growth in Scheme, enter the redemption amount, and click on submit button.

Yes, You can select both SIP or Lumpsum investment of Nippon India Balanced Advantage Fund - Direct Growth based on your investment objective and risk tolerance

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