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)

₹9,898 Cr

Lock In Period

N/A

Expense Ratio

1.97

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

Nippon India Balanced Advantage Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.820.495.57
6M1.782.5213.26
1Y5.955.5425.12
3Y10.9615.5256.04

Portfolio Analysis

  • Equity: 71.67%
  • Debt: 22.15%
  • Others
As on: 2026-07-31
View allocation % by

1. ICICI Bank Limited6.13%
2. HDFC Bank Limited6.02%
3. Axis Bank Limited2.40%
4. Kotak Mahindra Bank Limited1.43%

1. Infosys Limited2.51%
2. Tech Mahindra Limited0.79%
3. Coforge Limited0.79%
4. Mphasis Limited0.53%
5. LTM Limited0.47%
6. Pine Labs Limited0.15%

1. Bajaj Finance Limited1.90%
2. Cholamandalam Investment and Finance Company Ltd0.98%
3. Piramal Finance Limited0.57%
4. L&T Finance Limited0.13%

1. Sun Pharmaceutical Industries Limited0.81%
2. IPCA Laboratories Limited0.74%
3. Sai Life Sciences Limited0.74%
4. Lupin Limited0.64%
5. Dr. Reddy's Laboratories Limited0.31%
6. Mankind Pharma Limited0.25%

1. Eternal Limited1.69%
2. FSN E-Commerce Ventures Limited1.02%
3. Swiggy Limited0.70%

1. NTPC Limited1.65%
2. Tata Power Company Limited0.72%
3. NTPC Green Energy Limited0.56%
4. JSW Energy Limited0.22%

1. Mahindra & Mahindra Limited2.25%
2. Maruti Suzuki India Limited0.81%

1. Reliance Industries Limited2.64%

1. State Bank of India2.60%

1. Bharti Airtel Limited2.51%

1. Godrej Consumer Products Limited1.03%
2. Hindustan Unilever Limited0.83%
3. Gillette India Limited0.56%

1. Larsen & Toubro Limited1.83%

1. TVS Motor Company Limited0.92%
2. Eicher Motors Limited0.50%

1. CG Power and Industrial Solutions Limited0.92%
2. ABB India Limited0.45%

1. United Breweries Limited0.66%
2. United Spirits Limited0.48%

1. Samvardhana Motherson International Limited1.10%

1. Star Health And Allied Insurance Company Limited1.04%

1. ITC Limited1.02%
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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 ₹9,898 Crore. The fund benchmarks its performance against the CRISIL Hybrid 50 + 50 - Moderate Index while maintaining an expense ratio of 1.97. 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
Edelweiss Balanced Advantage Fund Growth513,292 CR1.96
Mahindra Manulife Balanced Advantage Fund Growth1917 CR2.45
Nippon India Balanced Advantage Fund Growth49,898 CR1.97
HDFC Balanced Advantage Fund - Growth4107,765 CR1.29
Quant Dynamic Asset Allocation Fund Growth0880 CR3.01
Fund Name1Y3Y
This FundEdelweiss Balanced Advantage Fund Growth7.017535.2823
This FundMahindra Manulife Balanced Advantage Fund Growth5.970835.6752
This FundNippon India Balanced Advantage Fund Growth5.948736.597
This FundHDFC Balanced Advantage Fund - Growth2.879243.3162
This FundQuant Dynamic Asset Allocation Fund Growth0.940349.2934

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 1.97. 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 : 0.82%
  • 6 Months : 1.78%
  • 1 Year : 5.95%
  • 3 Years : 10.96%
Returns of Nippon India Balanced Advantage Fund Growth are updated daily based on NAV of ₹ 184.7923 as on Aug 18,2026. Since inception, the return has been 36.60%.

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 ₹9,898 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.