NIPPON INDIA BALANCED ADVANTAGE FUND - GROWTH PLAN - GROWTH OPTION

NORMAL RISK
Hybrid
Hybrid: Dynamic Asset Allocation
6M returns
13.88 %
Current NAV
159.78
1M3M6M1Y3Y5YALL
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Min. SIP
100
AUM
₹ 7928.4 Cr

Return Calculator

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

Investment distribution

HDFC Bank6.8 %
ICICI Bank6.2 %
GOI5.5 %
Infosys4.3 %
Others4.0 %
Reliance Industries3.1 %

Fund Manager

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

Fund Information

Launched
11 May 2015(9 years ago)
Expense ratio1.78%
Exit LoadFor more than 10% of investments 1% will be charged if redeemed within 12 month
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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