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FAQ : Nippon India Balanced Advantage Fund - Growth

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

1 Year 3 Year 5 Year 9 Year
CAGR(%) 10.79 12.99 10.71 10.26
Average Rolling Returns(%) 12.61 11.15 11.73 11.88

The Current NAV of Nippon India Balanced Advantage Fund - Growth is ₹177.19.

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

Nippon India Balanced Advantage Fund - Growth fund’s expense ratio is 1.74%

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 is currently ₹9,688 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 18% and 29% of fund’s portfolio respectively.

Top three sectors of Nippon India Balanced Advantage Fund - Growth fund are BFSI, Others and Miscellaneous accounting for 53% 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 Fund is Hybrid - Balanced Advantage.

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

Nippon India Balanced Advantage Fund - Growth current PE ratio is 41.91 and PB ratio is 8.05

The asset allocation of Nippon India Balanced Advantage Fund - Growth is Stocks : 70.10%, Debt : 24.33% and Gold : 5.58%

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

The exit load for Nippon India Balanced Advantage Fund - Growth 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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