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Nippon India Balanced Advantage Fund Direct Growth Plan
4Direct
Growth
3 yr CAGR
+11.56%
4Direct
Growth
3 yr CAGR
+11.56%
Fund overview
Net Asset Value
₹153.955
AUM (Fund size)
6,956.5 Crore
Lock-in period
No Lock-in
Exit Load
1% in 365 days
Expense ratio
0.52%
Risk
High
Start your investment
Lumpsum
SIP
Amount
₹
Estimated value after 3 years
(as per historical returns)
2.33 Lakhs ₹
Min investment of ₹100 required
Top holdings
| Holdings | Weightage |
|---|---|
| Cash Offset For Derivatives | 19.07% |
| ICICI Bank Ltd | 6.77% |
| HDFC Bank Ltd | 6.06% |
| Infosys Ltd | 4.12% |
| Triparty Repo | 3.65% |
| Reliance Industries Ltd | 2.96% |
| ITC Ltd | 2.92% |
| Axis Bank Ltd | 2.79% |
| State Bank of India | 2.64% |
| Future on ICICI Bank Ltd | 2.36% |
Calculate returns
Monthly (SIP)
One-Time
₹
yrs
₹4,000 invested monthly becomes ₹0 in a period of 20 years
Top Sectors
Related Funds
| Fund | NAV | 3yr Returns | Risk |
|---|---|---|---|
| 20.26 | 13.39% | Very High Risk | |
| 44.72 | 16.78% | Very High Risk | |
| 92.27 | 16.49% | Very High Risk | |
| 39.20 | 10.55% | Moderately High risk | |
| 17.39 | 13.5% | High Risk | |
| 17.28 | 14.04% | Moderately High risk | |
| 63.60 | 16.3% | High Risk | |
| 24.48 | 11.43% | Moderate Risk |
About Nippon Life India Asset Management Ltd
Nippon India Mutual Fund is one of India’s leading mutual fund companies.It is is one of the fastest growing AMCs in India. It was registered on June 30, 1995. Nippon Mutual Fund was originally Reliance Capital Mutual Fund and changed its name in 2004.
Managers | Ashutosh Bhargava, Kinjal Desai, Amar Kalkundrikar, Sushil Budhia, Akshay Sharma |
Custodians | Deutsche Bank AG |
Address |
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Fax Nos. | |
Telephone Nos. | |
Homepage |
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Start your investment
Lumpsum
SIP
Amount
₹
Estimated value after 3 years
(as per historical returns)
2.33 Lakhs ₹
Min investment of ₹100 required
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Frequently Asked Questions
What are equity funds?
Equity funds are schemes which concentrate their investments in shares of companies of different market capitalization
What are large cap, mid cap, small cap and multi cap equity funds?
SEBI ranks all listed companies based on the overall market capitalization. Large-cap funds invest in top 100 companies Mid-cap funds invest in companies ranking from 101 to 250 Small-cap funds invest in companies ranking from 251st onwards. Multi-cap funds invest in small cap, mid cap and large cap companies
What are ELSS funds?
ELSS funds are tax saving mutual funds, in which majority of the funds are invested in equity schemes. ELSS has a lock-in period of 3 years.
What are Bluechip funds?
Bluechip funds are those funds that invest in stocks of well established companies which have proved to perform financially well over a long period of time.
What is a lock-in period?
It is the period for which your money will remain locked in the mutual fund. Most mutuals do not have any lock-in period. ELSS, Tax-Savers, come with a lock-in of 3 years which is the lowest compared to other 80C investment options. Lock-in period is calculated from the date of investment. Meaning SIPs will have different lock-in dates
Is KYC necessary for BLACK?
KYC is necessary for all fund houses. If you are investing through BLACK, you need to do your KYC just once. The same KYC will be used for all further investments.
What is a Mandate (Auto-SIP)?
A Mandate is a one-time registration through which you instruct your bank account to deduct a specified amount of money from your account daily towards investing into a SIP portfolio. Once you register for Mandate, you don’t have to follow the payment process every time you invest in the SIP.
