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FAQ : Nippon India Balanced Advantage Fund - Growth - Direct Plan

Nippon India Balanced Advantage Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 0.25 10.4 9.02 9.04
Average Rolling Returns(%) 12.61 11.15 11.73 11.88

The Current NAV of Nippon India Balanced Advantage Fund - Growth - Direct Plan is ₹206.82.

You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark NIFTY 50 returns, as Funds portfolio is significantly different.

Nippon India Balanced Advantage Fund - Growth - Direct Plan fund’s expense ratio is 0.56%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Nippon India Balanced Advantage Fund - Growth - Direct Plan is currently ₹9,032 Crores.

The Top three stocks are ICICI Bank, HDFC Bank and SBI and account for 13% of its portfolio. Top 5 and 10 stocks of fund account for 19% and 30% of fund’s portfolio respectively.

Top three sectors of Nippon India Balanced Advantage Fund - Growth - Direct Plan fund are BFSI, Others and Miscellaneous accounting for 55% of the total portfolio.

Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Hybrid - Balanced Advantage it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of Nippon India Balanced Advantage Fund - Growth - Direct Plan Fund is Hybrid - Balanced Advantage.

Bhavik Dave and Sushil Budhia manage the Nippon India Balanced Advantage Fund - Growth - Direct Plan Fund.

Nippon India Balanced Advantage Fund - Growth - Direct Plan current PE ratio is 36.52 and PB ratio is 6.97

The asset allocation of Nippon India Balanced Advantage Fund - Growth - Direct Plan is Stocks : 66.94%, Debt : 24.23% and Gold : 8.82%

The minimum SIP amount for Nippon India Balanced Advantage Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹100.00

The exit load for Nippon India Balanced Advantage Fund - Growth - Direct Plan is Nil for 10% of units on or before 12 months, In excess of limit 1% on or before 12 months and Nil after 12 months

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