Nippon India Balanced Advantage Fund-Growth Plan-Growth Option

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Category: Hybrid: Dynamic Asset Allocation
Launch Date: 05-11-2004
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 50+50 Moderate Index
Expense Ratio: 1.76% As on (31-03-2025)

Status: Open Ended Schemes for subscription
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 880.51 Cr As on (31-03-2025)
Turn over: 332

NAV as on 24-04-2025

172.3889

-0.37 (-0.2123%)

CAGR Since Inception

14.88%

CRISIL Hybrid 50+50 Moderate Index 11.41%

PERFORMANCE of Nippon India Balanced Advantage Fund-Growth Plan-Growth Option

Scheme Performance (%) Data as on - 25-04-2025

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
Nippon India Balanced Advantage Fund-Growth Plan-Growth Option	7.9	12.58	15.84	9.93	14.88
Benchmark	-	-	-	-	-
Hybrid: Dynamic Asset Allocation	6.05	11.37	14.55	9.5	9.96

Yearly Performance (%)

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Fund Managers

Ashutosh Bhargava, Amar Kalkundrikar, Sushil Budhia

Investment Objective

The scheme aims to generate optimal returns by investing in equity & equity related instruments of Indian companies primarily drawn from BSE 200.

RETURNS CALCULATOR for Nippon India Balanced Advantage Fund-Growth Plan-Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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Riskometer

Key Performance and Risk Statistics of Nippon India Balanced Advantage Fund-Growth Plan-Growth Option

Key Statistics	Volatility	Sharpe Ratio	Alpha	Beta	Yield to Maturity	Average Maturity
Nippon India Balanced Advantage Fund-Growth Plan-Growth Option	6.21	0.56	2.01	0.92	7.87	4.38
Hybrid: Dynamic Asset Allocation	-	-	-	-	-	-

PEER COMPARISION of Nippon India Balanced Advantage Fund-Growth Plan-Growth Option

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Period

Data as on - 25-04-2025

Scheme Name	Launch Date	1-Year Ret (%)	2-Yrs Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)
Nippon India Balanced Advantage Fund-Growth Plan-Growth Option	05-11-2004	9.31	16.69	12.61	16.06	10.04
Axis Balanced Advantage Fund - Regular Plan - Growth	07-08-2017	13.65	20.03	14.04	14.49	0.0
UTI - Unit Linked Insurance Plan	01-10-1971	13.52	13.24	8.82	12.73	8.1
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	10-02-2023	12.94	17.67	0.0	0.0	0.0
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth	01-02-2014	12.18	16.22	11.4	13.04	8.89
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	25-04-2000	11.8	16.66	12.66	16.66	11.07
LIC MF Balanced Advantage Fund-Regular Plan-Growth	05-11-2021	10.97	13.37	10.59	0.0	0.0
Kotak Balanced Advantage Fund -Regular Plan - Growth Option	05-07-2018	10.91	14.78	11.7	15.56	0.0
UTI Balanced Advantage Fund - Regular Plan - Growth Option	10-08-2023	10.85	0.0	0.0	0.0	0.0
Parag Parikh Dynamic Asset Allocation Fund - Regular Plan Growth	27-02-2024	10.48	0.0	0.0	0.0	0.0

PORTFOLIO ANALYSIS of Nippon India Balanced Advantage Fund-Growth Plan-Growth Option

Asset Allocation (%)