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Nippon India Balanced Advantage Fund Growth Return

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Showing Funds Performance since Sep 07, 2020

Nippon India Balanced Advantage Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹9,620 Cr

Lock In Period

N/A

Expense Ratio

2.01

Exit Load

10% of the units allotted shall be redeemed without any exit load, on or before completion of 12 months from the date of allotment of units.Any redemption in excess of such limit in the first 12 months from the date of allotment shall be subject to the following exit load, Redemption of units would be done on First in First out Basis (FIFO):1% if redeemed or switched out on or before completion of 12 months from the date of allotment of units.Nil, thereafter.

Benchmark

CRISIL Hybrid 50 + 50 - Moderate Index

Summary

Nippon India Balanced Advantage Fund Growth NAV is ₹177.2556 as of 30 May, 2026. Nippon India Balanced Advantage Fund Growth has delivered 37.34% returns since its launch. The minimum SIP investment amount in Nippon India Balanced Advantage Fund Growth is ₹100. The AUM of Nippon India Balanced Advantage Fund Growth is ₹9,620 Cr. The expense ratio of the fund is 2.01%, and its benchmark is CRISIL Hybrid 50 + 50 - Moderate Index. The current exit load of the fund is 10% of the units allotted shall be redeemed without any exit load, on or before completion of 12 months from the date of allotment of units.Any redemption in excess of such limit in the first 12 months from the date of allotment shall be subject to the following exit load, Redemption of units would be done on First in First out Basis (FIFO):1% if redeemed or switched out on or before completion of 12 months from the date of allotment of units.Nil, thereafter.. In the last 1M months, Nippon India Balanced Advantage Fund Growth has delivered -0.37% returns.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-0.371.962.48
6M-1.882.9713.26
1Y2.316.7912.73
3Y11.1618.5754.07

Portfolio Analysis

  • Equity: 70.02%
  • Debt: 23.96%
  • Others
As on: 2026-04-30
View allocation % by

1. ICICI Bank Limited5.27%
2. HDFC Bank Limited5.19%
3. Axis Bank Limited2.45%
4. Kotak Mahindra Bank Limited1.32%

1. Infosys Limited2.46%
2. Coforge Limited0.60%
3. Tech Mahindra Limited0.52%
4. LTM Limited0.48%
5. Sonata Software Limited0.30%

1. NTPC Limited2.27%
2. Tata Power Company Limited0.87%
3. NTPC Green Energy Limited0.65%

1. Bajaj Finance Limited1.81%
2. Cholamandalam Investment and Finance Company Ltd1.02%
3. L&T Finance Limited0.37%
4. Piramal Finance Limited0.27%

1. Reliance Industries Limited2.75%
2. Hindustan Petroleum Corporation Limited0.47%

1. Lupin Limited0.87%
2. IPCA Laboratories Limited0.67%
3. Sai Life Sciences Limited0.59%
4. Sun Pharmaceutical Industries Limited0.56%
5. Dr. Reddy's Laboratories Limited0.37%

1. Mahindra & Mahindra Limited2.11%
2. Maruti Suzuki India Limited0.78%

1. State Bank of India2.68%

1. Bharti Airtel Limited2.65%

1. Eternal Limited1.25%
2. FSN E-Commerce Ventures Limited1.20%

1. Larsen & Toubro Limited2.10%

1. Godrej Consumer Products Limited1.00%
2. Hindustan Unilever Limited0.73%

1. LG Electronics India�Ltd0.59%
2. Voltas Limited0.44%
3. Dixon Technologies (India) Limited0.39%

1. CG Power and Industrial Solutions Limited0.89%
2. ABB India Limited0.46%

1. Star Health And Allied Insurance Company Limited0.85%
2. ICICI Lombard General Insurance Company Limited0.46%

1. Jubilant Foodworks Limited0.53%
2. The Indian Hotels Company Limited0.43%
3. Devyani International Limited0.27%

1. ITC Limited1.17%

1. Samvardhana Motherson International Limited1.15%

About Fund Nippon India Balanced Advantage Fund Growth

Nippon India Balanced Advantage Fund Growth managed by Nippon India Mutual Fund,is a Balanced Fundsscheme with Assets Under Management of ₹9,620 Crore. The fund benchmarks its performance against the CRISIL Hybrid 50 + 50 - Moderate Index while maintaining an expense ratio of 2.01. Under the expert guidance of Sushil Budhia ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Sushil Budhia

Sushil Budhia has total experience of 18 years in Fixed Income Markets across various products like Structured Finance, Credits and Mortgages etc. He is a Chartered Accountant and joined Nippon India Mutual Fund as Debt Fund Manager. Before his association with Nippon India Mutual Fund, Sushil worked at YES Bank as Senior President, in his 13 year tenor with Bank, he played a pivotal role in setting up the Debt Capital Market business and consummated many marquee deals in the Market. Prior to that he has worked as Bond dealer at Axis Bank and UTI Mutual Fund.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
LIC MF Aggressive Hybrid Fund Growth1508.75 CR2.66
Edelweiss Balanced Advantage Fund Growth512906.31 CR2.08
Nippon India Balanced Advantage Fund Growth49620.3 CR2.01
Baroda BNP Paribas Balanced Advantage Fund Growth54755.77 CR1.9
HDFC Balanced Advantage Fund - Growth4105377.65 CR1.34
Fund Name1Y3Y
This FundLIC MF Aggressive Hybrid Fund Growth-0.200437.0407
This FundEdelweiss Balanced Advantage Fund Growth3.693437.081
This FundNippon India Balanced Advantage Fund Growth2.311237.3419
This FundBaroda BNP Paribas Balanced Advantage Fund Growth7.171547.0547
This FundHDFC Balanced Advantage Fund - Growth-0.409351.3082

Nippon India Balanced Advantage Fund Growth FAQs

Nippon India Balanced Advantage Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Nippon India Balanced Advantage Fund Growth is 2.01. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Nippon India Balanced Advantage Fund Growth’s fund performance is as follows:
  • 1 Month : -0.37%
  • 6 Months : -1.88%
  • 1 Year : 2.31%
  • 3 Years : 11.16%
Returns of Nippon India Balanced Advantage Fund Growth are updated daily based on NAV of ₹ 177.2556 as on May 29,2026. Since inception, the return has been 37.34%.

You can invest in Nippon India Balanced Advantage Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Nippon India Balanced Advantage Fund Growth is ₹9,620 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Nippon India Balanced Advantage Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.