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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹9,032 Cr

Lock In Period

N/A

Expense Ratio

1.74

Benchmark

CRISIL Hybrid 50 + 50 - Moderate Index

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.

Summary

Latest details for Nippon India Balanced Advantage Fund Growth include a ₹179.6296 NAV as of Apr 17,2026 and returns since inception of 41.04%. Minimum investments start at SIP ₹100. The Nippon India Balanced Advantage Fund Growth AUM is ₹9,032 Cr, with a lock-in of N/A years, expense ratio of 1.74%, and benchmark CRISIL Hybrid 50 + 50 - Moderate Index. Exit load 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 growth review for 1M Month/Year, the fund recorded 3.39% returns, against a category average of 0.82% and a category best of 5.74%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M3.390.825.74
6M-1.111.9413.26
1Y5.566.1825.12
3Y12.1414.2860.04

Portfolio Analysis

  • Equity: 66.93%
  • Debt: 26.76%
  • Others
As on: 2026-03-31
View allocation % by

1. ICICI Bank Limited5.35%
2. HDFC Bank Limited4.99%
3. Axis Bank Limited2.17%
4. Kotak Mahindra Bank Limited1.30%

1. Infosys Limited2.77%
2. Tech Mahindra Limited0.52%
3. LTIMindtree Limited0.48%
4. Coforge Limited0.47%
5. Sonata Software Limited0.26%

1. NTPC Limited2.37%
2. Tata Power Company Limited0.79%
3. NTPC Green Energy Limited0.58%

1. Reliance Industries Limited2.75%
2. Hindustan Petroleum Corporation Limited0.45%

1. Mahindra & Mahindra Limited2.15%
2. Maruti Suzuki India Limited0.77%

1. Bajaj Finance Limited1.74%
2. Cholamandalam Investment and Finance Company Ltd0.81%
3. L&T Finance Limited0.34%
4. Muthoot Finance Limited0.01%

1. State Bank of India2.78%

1. Bharti Airtel Limited2.66%

1. Lupin Limited0.92%
2. IPCA Laboratories Limited0.75%
3. Sai Life Sciences Limited0.57%
4. Dr. Reddy's Laboratories Limited0.37%
5. Biocon Limited0.00%

1. FSN E-Commerce Ventures Limited1.13%
2. Eternal Limited1.13%

1. Godrej Consumer Products Limited0.98%
2. Hindustan Unilever Limited0.85%

1. Larsen & Toubro Limited1.76%

1. CG Power and Industrial Solutions Limited0.76%
2. ABB India Limited0.40%

1. ITC Limited1.14%

1. Jubilant Foodworks Limited0.51%
2. The Indian Hotels Company Limited0.41%
3. Devyani International Limited0.22%

1. Samvardhana Motherson International Limited1.06%

1. Cummins India Limited0.65%
2. Kirloskar Oil Engines Limited0.38%

1. TVS Motor Company Limited1.02%

About Fund

Nippon India Balanced Advantage Fund Growth managed by Nippon India Mutual Fund,is a Balanced Fundsscheme with Assets Under Management of ₹9,032 Crore. The fund benchmarks its performance against the CRISIL Hybrid 50 + 50 - Moderate Index while maintaining an expense ratio of 1.74. 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
This FundBank of India Balanced Advantage Fund Growth0139.84 CR2.51
This FundNippon India Balanced Advantage Fund Growth49031.58 CR1.74
This FundAxis Balanced Advantage Fund Growth33557.6 CR1.9
This FundHDFC Balanced Advantage Fund - Growth598457.75 CR1.36
Fund Name1Y3Y
This FundBank of India Balanced Advantage Fund Growth10.619538.6794
This FundNippon India Balanced Advantage Fund Growth5.556341.0386
This FundAxis Balanced Advantage Fund Growth4.660447.3133
This FundHDFC Balanced Advantage Fund - Growth5.051157.1638

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 1.74. 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 : 3.39%
  • 6 Months : -1.11%
  • 1 Year : 5.56%
  • 3 Years : 12.14%
Returns of Nippon India Balanced Advantage Fund Growth are updated daily based on NAV of ₹ 179.6296 as on Apr 17,2026. Since inception, the return has been 41.04%.

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 ₹9,032 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.
Min Inv Amount: ₹500