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Value Research Rating
Analyst’s Choice
Riskometer
Very High
₹172.2974 -0.52%
As on 06-Sep-2024
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
|---|---|---|---|---|---|---|
|
Nippon India Balanced Advantage Fund
|
|
|
Very High
|
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1.75 |
|
 |
|
Very High
|
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1.36 |
||
 |
|
Very High
|
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1.46 |
||
|
|
Very High
|
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1.69 |
||
|
|
High
|
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1.68 |
₹8,803 Cr
1.00 (365)
100
100
100
60
Investment Strategy
The scheme seeks 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.
Suitability
"When you invest for five years or more, you can expect gains that beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
Dynamic Asset Allocation or Balanced Advantage funds invest your money in equity shares and bonds though their proportions are not fixed. The fund management team may increase of decrease the allocation to equity shares depending upon their market outlook.
These funds tend to fall less than pure equity funds when the stock markets decline because of their debt allocation. This makes them suitable for conservative equity investors.
Like for all equity-linked investments, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other dynamic asset allocation fund, if you need to redeem your investment in less than five years."
Capital Gains Taxation
The following tax treatment is based upon last 12-months average equity allocation and may vary from other funds in the category.
Dividend Taxation
1 min read•By News Desk
Nippon India Balanced Advantage Fund invests in a mix of equity and fixed-income securities. The proportion of the two is dynamically managed and may keep varying depending on the market outlook of the fund manager.
Mutual funds can be bought directly from the website of the fund house. For instance, Nippon India Balanced Advantage Fund fund can be purchased from the website of Nippon India Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Nippon India Balanced Advantage Fund is ₹172.2974 as of 08-Sep-2024.
The AUM of Nippon India Balanced Advantage Fund Fund is ₹8,803 Cr as of 31-Aug-2024
The riskometer level of Nippon India Balanced Advantage Fund is Very High. See More
| Company | Percentage of Portfolio |
|---|---|
|
GOI Sec 7.18 24/07/2037 |
1.58
|
|
GOI Sec 7.26 06/02/2033 |
1.16
|
|
GOI Sec 7.06 10/04/2028 |
1.15
|
|
Cube Highways Trust |
0.93
|
|
Maharashtra State SDL 7.23 21/08/2040 |
0.85
|
As of 31-Aug-2024, Nippon India Balanced Advantage Fund had invested 57.78% in Equity, 22.08% in Debt, 16.77% in Cash & Cash Eq. and 3.37% in Real Estate See More
Nippon India Balanced Advantage Fund is 19 years 10 months old. It has delivered 15.44% returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
24.56%
|
12.37%
|
14.04%
|
10.95%
|
10.78%
|
15.44%
|
No, There is no lock in period in Nippon India Balanced Advantage Fund.
The expense ratio of Nippon India Balanced Advantage Fund is 1.75.
Mutual Funds 
Nippon India Nippon India Balanced Advantage Fund
