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

Link copied to clipboard!

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

Invest Now

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

Invest Now

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 Very High Very High
Asset Size (Cr) ₹8282 Cr ₹8282 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹100
Launch Date 15 Nov 2004 05 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 1.75
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 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./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 -2.86% -2.86%
6 Month 4.41% 4.41%
1 Year 18.97% 18.97%
3 Year 10.8% 10.8%
5 Year 12.23% 12.23%

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 - -
1 Year 13.47% 13.47%
3 Year 15.27% 15.27%
5 Year 14.39% 14.39%

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% 12.32%

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 0.7% 0.7%
Beta 0.87% 0.87%
Alpha 2.66% 2.66%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Fund Manage 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 24.97 24.97
Large Cap 50.08 50.08
Mid Cap 10.11 10.11
Small Cap 2.14 2.14

Sector Allocation

Scheme Name

Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

Nippon India Balanced Advantage Fund-Growth Plan-Growth Option

Others 11.62 11.62
Healthcare 1.79 1.79
Automobile 5 5
Financial 27.5 27.5
Capital Goods 3.94 3.94
Services 1.66 1.66
Technology 5.05 5.05
Communication 4.27 4.27
Metals & Mining 2.52 2.52
Consumer Discretionary 0.56 0.56
Textiles 0.6 0.6
Consumer Staples 6.86 6.86
Materials 0.86 0.86
Construction 2.11 2.11
Energy 6.09 6.09
Sovereign 6.38 6.38
Diversified 0.49 0.49

Top Comparisons

SBI Equity Savings Fund - Regular Plan - Growth SBI Equity Savings Fund - Regular Plan - Growth

3Y Returns9.56%

VS

Tata Equity Savings Fund -Regular Plan-Growth Option Tata Equity Savings Fund -Regular Plan-Growth Option

3Y Returns8.21%

Compare Now

HDFC Flexi Cap Fund - Growth Plan HDFC Flexi Cap Fund - Growth Plan

3Y Returns22.37%

VS

BANDHAN Flexi Cap Fund - Regular Plan - Growth BANDHAN Flexi Cap Fund - Regular Plan - Growth

3Y Returns11.71%

Compare Now

WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth

3Y Returns0%

VS

DSP ELSS Tax Saver Fund - Regular Plan - Growth DSP ELSS Tax Saver Fund - Regular Plan - Growth

3Y Returns17.06%

Compare Now

BANDHAN LIQUID Fund - Regular Plan - Growth BANDHAN LIQUID Fund - Regular Plan - Growth

3Y Returns6.21%

VS

Axis Liquid Fund - Regular Plan - Growth Option Axis Liquid Fund - Regular Plan - Growth Option

3Y Returns6.29%

Compare Now
Request call back
Add to Cart Successfully