NIPPON INDIA BALANCED ADVANTAGE FUND - GROWTH PLAN - GROWTH OPTION

NORMAL RISK
Hybrid
Hybrid: Dynamic Asset Allocation
6M returns
13.50 %
Current NAV
170.55
1M3M6M1Y3Y5YALL
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Min. SIP
100
AUM
₹ 8285.7 Cr

Return Calculator

Amount per month100
Over the past
1Y
3Y
5Y
Return amount NA
Total Investment
1,200

Investment distribution

Others17.6 %
GOI6.5 %
HDFC Bank5.1 %
ICICI Bank4.9 %
Reliance Industries3.4 %
Bharti Airtel3.2 %

Fund Manager

AB
Ashutosh Bhargava
AK
Amar Kalkundrikar
SB
Sushil Budhia
AS
Akshay Sharma

Fund Information

Launched
11 May 2015(9 years ago)
Expense ratio1.75%
Exit LoadExit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
Benchmark index
CRISIL Hybrid 50+50 Moderate Index100%

Fund Objective

The scheme seeks to capitalize on the potential upside in equity markets while attempting to limit the downside by dynamically managing the portfolio through investment in equity & equity related instruments and active use of debt, money market instruments and derivatives.

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