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Nippon India Balanced Advantage Fund vs Nippon India Balanced Advantage Fund compare

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tortoise-icon Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

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tortoise-icon Nippon India Balanced Advantage Fund-Growth Plan-Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option Nippon India Balanced Advantage Fund-Growth Plan-Growth Option
Fund Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option Nippon India Balanced Advantage Fund-Growth Plan-Growth Option
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹8282 Cr ₹8758 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹100
Launch Date 15 Nov 2004 15 Nov 2004
Category Dynamic Asset Allocation Dynamic Asset Allocation
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 50+50 Moderate Index CRISIL Hybrid 50+50 Moderate Index
Turn Over 334% 334%
Expense Ratio 1.76 1.76
Manager Ashutosh Bhargava Ashutosh Bhargava
ISIN Code INF204K01596 INF204K01604
Exits Load Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365 Nippon India Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option Nippon India Balanced Advantage Fund-Growth Plan-Growth Option
1 Month -0.8% 3.76%
6 Month 1.98% -4.69%
1 Year 12.89% 6.65%
3 Year 11.83% 11.13%
5 Year 12.32% 16.58%

SIP Return Analysis

Scheme Name Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option Nippon India Balanced Advantage Fund-Growth Plan-Growth Option
6 Month - -0.48%
1 Year 8.2% 0.26%
3 Year 14.52% 11.99%
5 Year 13.96% 12.28%

Rolling Lumpsum Returns

Scheme Name Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option Nippon India Balanced Advantage Fund-Growth Plan-Growth Option
1 Year 14.38% 14.38%
3 Year 11.8% 11.8%
5 Year 12.32% 12.33%

Risk Management

Scheme Name Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option Nippon India Balanced Advantage Fund-Growth Plan-Growth Option
Standard Deviation 6.21% 6.21%
Sharp 0.79% 0.57%
Beta 0.86% 0.9%
Alpha 2.82% 1.75%

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Fund Managers

Scheme Name Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option Nippon India Balanced Advantage Fund-Growth Plan-Growth Option
Name Ashutosh Bhargava Ashutosh Bhargava
Total AUM ₹121448 Cr ₹121448 Cr
Funds Managed 12 12
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option Nippon India Balanced Advantage Fund-Growth Plan-Growth Option

Market Cap

Scheme Name

Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

Nippon India Balanced Advantage Fund-Growth Plan-Growth Option

Others 41.92 32.62
Large Cap 51.08 50.96
Mid Cap 11.66 13.01
Small Cap 7.54 3.41

Sector Allocation

Scheme Name

Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

Nippon India Balanced Advantage Fund-Growth Plan-Growth Option

Others 41.92 32.12
Petroleum Products 2.38 -
IT - Software 7.22 -
Cement & Cement Products 1.12 -
IT - Services 0.27 -
Construction 2.1 -
Consumer Durables 2.52 -
Diversified FMCG 3.49 -
Banks 15.43 -
Automobiles 2.54 -
Aerospace & Defense 0.98 -
Electrical Equipment 1.62 -
Pharmaceuticals & Biotechnology 1.85 -
Ferrous Metals 0.52 -
Realty 1.82 -
Transport Infrastructure 2.16 -
Personal Products 1.61 -
Industrial Products 0.4 -
Telecom - Services 4.13 -
Insurance 2.85 -
Finance 1.76 -
Transport Services 0.46 -
Retailing 1.61 -
Power 3.35 -
Financial Technology (Fintech) 1.09 -
Healthcare Services 0.24 -
Auto Components 1.47 -
Diversified 0.55 -
Other Utilities 0.36 -
Beverages 1.42 -
Textiles & Apparels 0.74 -
Food Products 0.52 -
Leisure Services 1.7 -
Energy - 2.44
Technology - 8.32
Basic Materials - 3.25
Communication Services - 4.17
Industrials - 6.93
Consumer Defensive - 7.3
Financial Services - 20.35
Consumer Cyclical - 8.93
Healthcare - 2.77
Real Estate - 0.5
Utilities - 2.91

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