Quant Dynamic Asset Allocation Fund Regular 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 Quant Dynamic Asset Allocation Fund Regular - Growth

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 Quant Dynamic Asset Allocation Fund Regular - Growth
Fund Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option Quant Dynamic Asset Allocation Fund Regular - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹8282 Cr ₹1201 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 15 Nov 2004 12 Apr 2023
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% %
Expense Ratio 1.76 2.13
Manager Ashutosh Bhargava Sanjeev Sharma
ISIN Code INF204K01596 INF966L01BO9
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 of 1%, if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option Quant Dynamic Asset Allocation Fund Regular - Growth
1 Month -2.86% -6.81%
6 Month 4.41% -2.03%
1 Year 18.97% 30.29%
3 Year 10.8% -
5 Year 12.23% -

SIP Return Analysis

Scheme Name Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option Quant Dynamic Asset Allocation Fund Regular - Growth
6 Month - -
1 Year 13.47% 12.08%
3 Year 15.27% -
5 Year 14.39% -

Rolling Lumpsum Returns

Scheme Name Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option Quant Dynamic Asset Allocation Fund Regular - Growth
1 Year 14.38% 55.72%
3 Year 11.8% -
5 Year 12.32% -

Risk Management

Scheme Name Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option Quant Dynamic Asset Allocation Fund Regular - Growth
Standard Deviation 6.21% -
Sharp 0.7% -
Beta 0.87% -
Alpha 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 Quant Dynamic Asset Allocation Fund Regular - Growth
Name Ashutosh Bhargava Sanjeev Sharma
Total AUM ₹121448 Cr ₹39731 Cr
Fund Manage 12 22
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option Quant Dynamic Asset Allocation Fund Regular - Growth

Market Cap

Scheme Name

Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

Quant Dynamic Asset Allocation Fund Regular - Growth

Others 24.97 26.42
Large Cap 50.08 65.83
Mid Cap 10.11 1.96
Small Cap 2.14 5.79

Sector Allocation

Scheme Name

Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

Quant Dynamic Asset Allocation Fund Regular - Growth

Others 11.62 26.42
Healthcare 1.79 -
Automobile 5 -
Financial 27.5 -
Capital Goods 3.94 -
Services 1.66 -
Technology 5.05 -
Communication 4.27 -
Metals & Mining 2.52 -
Consumer Discretionary 0.56 -
Textiles 0.6 -
Consumer Staples 6.86 -
Materials 0.86 -
Construction 2.11 6.97
Energy 6.09 -
Sovereign 6.38 -
Diversified 0.49 -
Petroleum Products - 9.44
Diversified FMCG - 14.27
Insurance - 15.35
Commercial Services & Supplies - 2.17
Food Products - 4.3
Pharmaceuticals & Biotechnology - 1.96
Finance - 12.68
Auto Components - 6.44

Top Comparisons

BANDHAN Corporate Bond Fund - Regular Growth BANDHAN Corporate Bond Fund - Regular Growth

3Y Returns5.47%

VS

Tata Corporate Bond Fund-Regular Plan-Growth Tata Corporate Bond Fund-Regular Plan-Growth

3Y Returns0%

Compare Now

Bandhan ELSS Tax saver Fund - Regular Plan - Growth Bandhan ELSS Tax saver Fund - Regular Plan - Growth

3Y Returns14.31%

VS

PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option

3Y Returns11.56%

Compare Now

Sundaram Liquid Fund (G) Sundaram Liquid Fund (G)

3Y Returns6.22%

VS

UTI Liquid Fund - Regular Plan - Growth Option UTI Liquid Fund - Regular Plan - Growth Option

3Y Returns6.25%

Compare Now

Mirae Asset Ultra Short Duration Fund Regular Growth Mirae Asset Ultra Short Duration Fund Regular Growth

3Y Returns6.32%

VS

UTI Ultra Short Duration Fund- Regular Plan - Growth Option UTI Ultra Short Duration Fund- Regular Plan - Growth Option

3Y Returns5.9%

Compare Now
Request call back
Add to Cart Successfully