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Mutual FundsNippon India Balanced Advantage Fund Direct - GrowthN
Nippon India Balanced Advantage Fund Direct - Growth
5 Year Absolute Returns
116.83%
NAV (₹) on 04 Jun 2025
197.0634
1 Day NAV Change
+0.51%4
Morningstar
4
Value Research
About Fund
Nippon India Balanced Advantage Fund Direct - Growth is a Hybrid mutual fund scheme launched on 01 Jan 2013. Investors can begin their investment journey with a minimum SIP of ₹100 or a lumpsum investment of ₹100. The fund manages total assets worth ₹9,049.42 crores, and the current NAV stands at ₹197.0634 as of 04 Jun 2025. The fund has delivered absolute returns of 7.59% in the past 1 year. For the last 3 years the fund has delivered a CAGR of 14.95%. For 5 years it has given a CAGR of 16.74%. The expense ratio of the fund is 0.55%. From the funds total AUM, its top holdings include Cash Offset For Derivatives at 9.31%, HDFC Bank at 6.14%, ICICI Bank at 5.78%, Triparty Repo at 3.92%, Infosys at 3.19%
NAV
NIFTY50
NAV
NIFTY50
Returns Calculator
Based on Annualised Returns
Investment Type
SIP Amount
Investment Period
5Y
₹ 32.73 L
3.50%
₹ 45.14 L
15.24%
₹ 47.10 L
16.74%
Savings Account
Regular Funds
This Fund on Dhan
Total Investment
₹ 30,00,000
Returns
₹ 17,10,355 (57.01%)
Maturity Value
₹ 47,10,355
Disclaimer: Fixed deposits offer guaranteed returns. Mutual fund investments carry market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns.
Returns Comparison
| This Fund | 1M Returns | 3M Returns | 6M Returns | 1Y Returns | 3Y Returns | 5Y Returns |
|---|---|---|---|---|---|---|
| Direct | 1.38% | 8.33% | 1.86% | 7.59% | 51.90% | 116.83% |
| Regular | 1.27% | 8.01% | 1.27% | 6.32% | 46.42% | 103.20% |
*The above returns are absolute.
Fund Details
Min. SIP Amount
₹ 100.00
Min. Lumpsum Amount
₹ 100.00
AUM (in Cr.)
₹ 9,049.42
Expense Ratio
0.55%
Lock-in Period
No Lock in Period
Inception Date
01 Jan 2013
Fund Age
12 Yrs
Benchmark
CRISIL Hybrid 50+50 - Moderate Index
Scheme Type
Open Ended
Stamp Duty
0.005% (from July 1st 2020)
Exit Load
- Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
Tax Implication
- If you redeem within 1 year, STCG are taxed at 20%; If you redeem after 1 year, and returns exceed ₹1.25 Lakhs in a financial year, LTCG are taxed at 12.5%
Fund AUM History
2025
2024
2023
2022
| Parameters | Jan | Feb | Mar | Apr |
|---|---|---|---|---|
| AUM (in Cr.) | 1,625 | 1,417 | 1,545 | 1,614 |
| Change | -70 | -209 | 128 | 69 |
| Change % | -4.14% | -12.85% | 9.03% | 4.48% |
Fund Returns Vs Nifty 50
*The above table contains absolute returns.
Asset Allocation
AUM
₹9,049.42 Cr
Cash Holding
0.02%
Equity
99.98%
Cash
0.02%
Debt
0.00%
Other
0.00%
Sector Holdings
as of 30 Apr 2025
| Sectors | Allocation | Weightage | Value (in Cr.) |
|---|---|---|---|
| Other | 27.28% | ||
| Financial Services | 22.87% | ||
| Consumer Cyclical | 8.55% | ||
| Industrials | 8.52% | ||
| Consumer Defensive | 7.78% | ||
| Technology | 5.40% | ||
| Basic Materials | 3.83% | ||
| Communication Services | 3.77% | ||
| Real Estate | 3.19% | ||
| Utilities | 3.06% | ||
| Healthcare | 3.04% | ||
| Energy | 2.71% |
Stock Holdings
as of 30 Apr 2025
| Name | Allocation | Weightage |
|---|---|---|
C Cash Offset For Derivatives | 9.31% | |
H HDFC Bank | 6.14% | |
I ICICI Bank | 5.78% | |
T Triparty Repo | 3.92% | |
I Infosys | 3.19% | |
B Bharti Airtel | 3.12% | |
A Axis Bank | 2.64% | |
N NTPC | 2.26% | |
R Reliance Industries | 2.19% | |
S State Bank of India | 1.77% | |
L Larsen & Toubro | 1.71% | |
G Godrej Consumer Products | 1.62% | |
7 718GS2037 | 1.59% | |
H Hindustan Unilever | 1.50% | |
G GOI LOAN 7.1% 2034 | 1.45% | |
M Mahindra & Mahindra | 1.40% | |
A Avenue Supermarts DMart | 1.40% | |
C Cube Highways Trust | 1.25% | |
I ITC | 1.19% | |
N National Highways Infra Trust | 1.18% | |
T Tata Consultancy Services | 1.15% | |
P Power Finance Corporation | 1.14% | |
B Bajaj Finance | 1.10% | |
J Jubilant FoodWorks | 1.08% | |
E Eicher Motors | 1.06% | |
H HDFC Life Insurance | 0.97% | |
P PB FinTech | 0.94% | |
M Maruti Suzuki | 0.92% | |
H Havells | 0.89% | |
I ICICI Lombard General Insurance | 0.86% | |
B Berger Paints | 0.85% | |
S Suryapet Khammam Road Pvt Ltd. 8.08% | 0.83% | |
U United Breweries | 0.82% | |
D Dalmia Bharat | 0.81% | |
B Brookfield India REIT | 0.81% | |
T Tata Power | 0.80% | |
A ABB | 0.79% | |
B Bajaj Auto | 0.79% | |
G Grasim Industries | 0.79% | |
N Nykaa | 0.79% | |
S SBI Life Insurance | 0.78% | |
C Cash Margin - Derivatives | 0.77% | |
7 723GS2039 | 0.77% | |
M Mindspace Business Parks REIT | 0.75% | |
9 9.2% Au Small Finance Bank Limited** | 0.72% | |
V Vedanta Limited | 0.72% | |
U United Spirits | 0.70% | |
I Infosys Limited_29/05/2025 | 0.69% | |
I Interglobe Aviation | 0.68% | |
D Dr Reddys Laboratories | 0.68% | |
C CG Power & Industrial Solutions | 0.68% | |
H HLICL 8.05% 2034 SR 1 | 0.67% | |
I Indus Towers | 0.65% | |
I IPCA Laboratories | 0.64% | |
L LIQUID GOLD SERIES 8 DEC 2024 | 0.63% | |
H Hdfc Bank Limited_29/05/2025 | 0.61% | |
F Future on ICICI Bank Ltd | 0.60% | |
B Bharat Heavy Electricals | 0.60% | |
G GOI LOAN 7.3% 2053 | 0.59% | |
7 717GS2030 | 0.58% | |
G GOI LOAN 7.10% 2029 | 0.57% | |
E Eternal | 0.57% | |
H Hdb Financial Services Limited | 0.56% | |
Z Zydus Wellness | 0.56% | |
P PGC 6.94% 2035 SR LXXXI | 0.55% | |
L L&T Metro Rail (Hyderabad) Limited 7.55% | 0.55% | |
B Bharat Forge | 0.54% | |
S Samvardhana Motherson International | 0.53% | |
S Sonata Software | 0.52% | |
P Page Industries | 0.52% | |
A Apollo Hospitals | 0.52% | |
A APtus Finance India Private Limited | 0.52% | |
H Hindustan Petroleum | 0.51% | |
T Tata Steel | 0.51% | |
J JK Lakshmi Cement | 0.51% | |
S Summit Digitel Infrastructure Limited | 0.50% | |
F Future on Reliance Industries Ltd | 0.48% | |
L Lupin | 0.48% | |
N NHIT 0% 35 SR I STRPP B | 0.47% | |
I Indusind Bank | 0.45% | |
N Nexus Select Trust REIT | 0.45% | |
3 3M India | 0.45% | |
L LTI Mindtree | 0.44% | |
F Future on Bharti Airtel Ltd | 0.43% | |
I INDIA UNIVERSAL TRUST AL2 | 0.42% | |
7 718GS2033 | 0.41% | |
B Biocon | 0.40% | |
F Future on Axis Bank Ltd | 0.40% | |
F Future on Larsen & Toubro Ltd | 0.39% | |
H Hindustan Aeronautics | 0.38% | |
N NHIT 0% 34 SR I STRPP A | 0.37% | |
J Jindal Steel | 0.36% | |
D Devyani International | 0.36% | |
I Indostar Capital Finance Limited | 0.35% | |
I Infopark Properties Ltd. | 0.33% | |
I IIFL 9.80% 2026 SR D27 | 0.33% | |
D Delhivery | 0.33% | |
G Gland Pharma | 0.32% | |
N Nippon India ETF BSE Sensex Next 50 | 0.31% | |
F Future on Hindustan Unilever Ltd | 0.30% | |
A AU Small Finance Bank | 0.30% | |
N Net Current Assets | 0.30% | |
C Carborundum Universal | 0.29% | |
G GOI LOAN 7.09% 2054 | 0.29% | |
G GOI LOAN 6.79% 2034 | 0.28% | |
8 8.3% Mahindra & Mahindra Financial Services Limited | 0.28% | |
M MUTHOOTFIN | 0.28% | |
J Jamnagar Utilities And Power Private Limited | 0.28% | |
I India Infradebt Limited | 0.28% | |
I Indostar Capital Finance Limited | 0.28% | |
P Power Finance Corporation Ltd. | 0.28% | |
C Century Textiles And Industried Limited | 0.28% | |
U Union Bank Of India | 0.28% | |
H HHFL 8.50% 2027 SR 10 | 0.28% | |
S Small Industries Development Bank Of India | 0.28% | |
S SK Finance Limited | 0.28% | |
F Future on NTPC Ltd | 0.25% | |
F Future on Jubilant Foodworks Ltd | 0.25% | |
I Ion Exchange | 0.25% | |
F Future on ITC Hotels Ltd | 0.25% | |
F Future on Mahindra & Mahindra Ltd | 0.24% | |
T Torrent Power Limited | 0.23% | |
9 909MFL29 | 0.23% | |
9 910CIFL31 | 0.23% | |
S State Bank Of India | 0.22% | |
F Future on Tata Consultancy Services Ltd | 0.22% | |
F Future on Eicher Motors Ltd | 0.22% | |
K Kirloskar Oil Engines | 0.21% | |
F Future on Maruti Suzuki India Ltd | 0.20% | |
F Future on Samvardhana Motherson International Ltd | 0.18% | |
T TSI 9.35% 34 SR I-H | 0.17% | |
T TSIIC 9.35% 2033 SR 1- G | 0.17% | |
T TSI 9.35% 32 SR I-F | 0.17% | |
T TSI 9.35% 31 SR I-E | 0.17% | |
T TSI 9.35% 30 SR I-D | 0.17% | |
T Tata Capital Limited | 0.17% | |
T TSI 9.35% 29 SR I-C | 0.17% | |
T TSIIC 9.35% 2028 SR I- B | 0.17% | |
E Eternal Limited_29/05/2025 | 0.17% | |
N NIRMA | 0.17% | |
T TSI 9.35% 27 SR I-A | 0.17% | |
1 10.5% Indostar Capital Finance Limited | 0.17% | |
F Future on Dalmia Bharat Ltd | 0.17% | |
J JSW Steel Limited | 0.17% | |
F Future on Tata Power Co Ltd | 0.17% | |
F Future on Grasim Industries Ltd | 0.16% | |
7 729GR2033 | 0.16% | |
F Future on Bajaj Finance Ltd | 0.15% | |
F Future on PB Fintech Ltd | 0.15% | |
F Future on United Spirits Ltd | 0.14% | |
I Indus Towers Limited_29/05/2025 | 0.14% | |
F Future on ICICI Lombard General Insurance Co Ltd | 0.13% | |
F Future on LTIMindtree Ltd | 0.13% | |
F Future on Bajaj Auto Ltd | 0.12% | |
F Future on Godrej Consumer Products Ltd | 0.12% | |
F Future on Havells India Ltd | 0.12% | |
F Future on IndusInd Bank Ltd | 0.12% | |
H HLICL 8.10% 2035 SR II | 0.11% | |
I IIFCL 7.47% 2027 SR 2 | 0.11% | |
I IIFL 9.90% 26 SR D29 OPC | 0.11% | |
F Future on Apollo Hospitals Enterprise Ltd | 0.11% | |
F Future on Hindustan Petroleum Corp Ltd | 0.11% | |
F Future on SBI Life Insurance Co Ltd | 0.10% | |
F Future on Lupin Ltd | 0.10% | |
O One 97 Communications | 0.10% | |
F Future on InterGlobe Aviation Ltd | 0.10% | |
P Power Finance Corporation Limited_29/05/2025 | 0.09% | |
B Biocon Limited_29/05/2025 | 0.09% | |
F Future on Page Industries Ltd | 0.09% | |
D Dr. Reddy's Laboratories Limited_29/05/2025 | 0.09% | |
F Future on Bharat Forge Ltd | 0.09% | |
F Future on HDFC Life Insurance Co Ltd | 0.08% | |
F Future on Hindustan Aeronautics Ltd Ordinary Shares | 0.08% | |
F Future on Jindal Steel & Power Ltd | 0.08% | |
F Future on State Bank of India | 0.07% | |
F Future on ABB India Ltd | 0.07% | |
F Future on Bharat Heavy Electricals Ltd | 0.07% | |
F Future on CG Power & Industrial Solutions Ltd | 0.07% | |
F Future on Tata Steel Ltd | 0.06% | |
N NABARD | 0.06% | |
C Century Textiles And Industries Limited | 0.06% | |
7 703TN30 | 0.06% | |
M Muthoot Finance Limited | 0.06% | |
F Future on One97 Communications Ltd | 0.05% | |
P Power Finance Corporation Limited | 0.05% | |
G Godrej Industries Limited | 0.04% | |
R Rural Electrification Corporation Limited | 0.03% | |
N National Bank For Agriculture And Rural Development | 0.03% | |
F Future on Delhivery Ltd | 0.02% | |
B Bajaj Housing Finance Limited | 0.02% | |
7 7.11% Govt Stock 2028 | 0.01% | |
I IDFC First Bank Limited | 0.01% | |
I Interest Rate Swaps Pay Fix Receive Floating (18/03/2030) (Fv 5000 Lacs) | 0.01% | |
C Cash Margin - Ccil | 0.01% | |
G GOI LOAN 8.30% 2042 | 0.00% | |
7 784RJ41 | 0.00% | |
I Interest Rate Swaps Pay Fix Receive Floating (23/04/2030) (Fv 5000 Lacs) | 0.00% | |
S SDL TN 7.04% 2030 | 0.00% | |
C Cash | 0.00% | |
M Manappuram Finance Limited | 0.00% | |
L Liquid Gold Series 7 | 0.00% | |
S SBI General Insurance Company Limited | 0.00% | |
7 759NHB27 | 0.00% | |
G GIL 8.10% 2028 SR 01 | 0.00% | |
7 7.72% Nexus Select Trust - Reit | 0.00% | |
M Mindspace Business Parks Reit | 0.00% | |
B Bajaj Finance Limited | 0.00% | |
M Mahindra & Mahindra Financial Services Ltd. 8.3% | 0.00% | |
E Embassy Office Parks Reit | 0.00% | |
S Shriram Transport Finance Company Limited | 0.00% | |
C CANF 8.20% 2027 SR 03 | 0.00% |
Start SIP with as Low as ₹100.
Fund Comparison
1Y Returns
4.71%
3Y Returns
22.21%
5Y Returns
26.18%
1Y Returns
8.47%
3Y Returns
17.48%
5Y Returns
18.51%
1Y Returns
4.96%
3Y Returns
14.59%
5Y Returns
16.93%
1Y Returns
7.59%
3Y Returns
14.95%
5Y Returns
16.74%
1Y Returns
10.66%
3Y Returns
14.51%
5Y Returns
16.71%
Fund Managers
Name
Ashutosh Bhargava
Qualification
B.Com, MBA (Finance)
Name
Kinjal Desai
Qualification
MSC (Economics)
Name
Amar Kalkundrikar
Qualification
B.Com, CA, CFA, and MBA from Columbia Business School.
Name
Sushil Budhia
Qualification
Chartered Accountant
Name
Akshay Sharma
Qualification
NA
Explained by the Fund Manager
Get a deeper understanding of Nippon India Balanced Advantage Fund straight from the expert. Here the fund manager has given a break down the fund’s investment objective, portfolio composition, and strategy. Learn how the holdings are selected, the sectors in focus, and what makes this scheme stand out. Whether you're an existing investor or currently evaluating the fund, this video offers valuable insights to help you make informed decisions.
Fund Objective
The investment objective of the scheme is 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.There is no assurance or guarantee that the investment objective of the scheme will be achieved.
Risk-O-Meter
Investors understand that their principal will be at
Very High Risk
Risk Scale
Low
Moderately Low
Moderate
Moderately High
High
Very High
AMC Information
Nippon India Mutual Fund
Funds Managed
68
Assets Managed (₹ Cr)
₹ 4,32,102.93
Contact Details
Registered Address
4th Floor, Tower A, Peninsula Busines-s Park, Ganapatrao Kadam MargLower Parel (W), Mumbai - 400013.
Top Funds from Nippon India Mutual Fund
Long Term Returns
Short Term Returns
Overview
Name | 1Y Returns | 3Y Returns | 5Y Returns  |
|---|---|---|---|
| 4.95% | 28.12% | 40.02% | |
| 4.95% | 28.12% | 40.02% | |
| 7.23% | 27.85% | 34.10% | |
| 6.80% | 23.26% | 27.74% | |
| 11.14% | 29.13% | 34.52% | |
| 11.14% | 29.13% | 34.53% | |
| 5.25% | 20.95% | 26.74% | |
| 3.43% | 18.64% | - | |
| 5.18% | 25.16% | 29.99% | |
| 17.28% | 25.10% | 22.81% |
1Y Returns
4.95%
3Y Returns
28.12%
5Y Returns
40.02%
1Y Returns
4.95%
3Y Returns
28.12%
5Y Returns
40.02%
1Y Returns
7.23%
3Y Returns
27.85%
5Y Returns
34.10%
1Y Returns
6.80%
3Y Returns
23.26%
5Y Returns
27.74%
1Y Returns
11.14%
3Y Returns
29.13%
5Y Returns
34.52%
1Y Returns
11.14%
3Y Returns
29.13%
5Y Returns
34.53%
1Y Returns
5.25%
3Y Returns
20.95%
5Y Returns
26.74%
1Y Returns
3.43%
3Y Returns
18.64%
5Y Returns
-
1Y Returns
5.18%
3Y Returns
25.16%
5Y Returns
29.99%
1Y Returns
17.28%
3Y Returns
25.10%
5Y Returns
22.81%
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View AllFAQs
When was Nippon India Balanced Advantage Fund launched?
Nippon India Balanced Advantage Fund was launched on 01 Jan 2013.
What is the current NAV of Nippon India Balanced Advantage Fund?
The current NAV of Nippon India Balanced Advantage Fund is ₹197.0634 as of 04 Jun 2025.
What is the AUM of Nippon India Balanced Advantage Fund?
The latest value of AUM of Nippon India Balanced Advantage Fund is ₹9,049.42 crores as of 04 Jun 2025.
What is the rate of return of Nippon India Balanced Advantage Fund?
The return on investment of Nippon India Balanced Advantage Fund is:
- In the past 1Y: 7.59%
- In the past 3Y: 14.95%
- In the past 5Y: 16.74%
What is the expense ratio of Nippon India Balanced Advantage Fund?
The expense ratio of Nippon India Balanced Advantage Fund is 0.55%.
What is exit load of Nippon India Balanced Advantage Fund?
The exit load of Nippon India Balanced Advantage Fund is as follows:
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
What is the portfolio of Nippon India Balanced Advantage Fund?
The portfolio of Nippon India Balanced Advantage Fund includes:
Top 3 sectoral holdings include:
- HDFC Bank: 6.14%
- ICICI Bank: 5.78%
- Infosys: 3.19%
- Bharti Airtel: 3.12%
- Axis Bank: 2.64%
Top 3 sectoral holdings include:
- Others: 45.91%
- Financial Services: 22.87%
- Consumer Cyclical: 8.55%
How risky is investing in Nippon India Balanced Advantage Fund?
On the risk scale of Low, Moderately Low, Moderate, Moderately High, High and Very High, the risk-o-meter of Nippon India Balanced Advantage Fund is Very High.
Who is the fund manager Nippon India Balanced Advantage Fund?
The fund manager of Nippon India Balanced Advantage Fund is Ashutosh Bhargava, Kinjal Desai, Amar Kalkundrikar, Sushil Budhia, Akshay Sharma.
What is the minimum investment required in Nippon India Balanced Advantage Fund?
If you wish to invest in Nippon India Balanced Advantage Fund, the minimum SIP amount is ₹100 and Lumpsum is ₹100.
How to invest in Nippon India Balanced Advantage Fund directly?
You can easily invest in mutual funds at 0% commission on Dhan. Here's how you can directly invest in Nippon India Balanced Advantage Fund:
- Open Demat Account on Dhan if you don't have one.
- Analyze the fund performance.
- Invest via SIP or Lumpsum.
Invest in
Nippon India Balanced Advantage Fund
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- Update your e-mail and phone number with your stock broker / depository participant and receive OTP directly from depository on your e-mail and/or mobile number to create pledge.
- Check your securities / MF / bonds in the consolidated account statement issued by NSDL/CDSL every month.
Note: As a policy we do not give stock tips or recommendations and have not authorized anyone to give this on behalf of us. If you know anyone claiming to be a part of Dhan / Moneylicious / Raise or our associate companies or partners and offering such services, please report us on help@dhan.co. Important Information for Investors: To prevent unauthorized transactions in your trading / demat account, do not share your account details, credentials or any personal details with anyone. Keep your mobile number updated with your Stock Broker, Depository Participant and ensure that the same is registered with Stock Exchanges, Depository and KRAs. You will receive alerts and information on your registered mobile number / email for debit and other important transactions in your demat account directly from CDSL / Exchange on the same day. KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (Stock Broker, DP, Mutual Fund, etc.), you need not undergo the same process again when you approach another intermediary. No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No worries for refund as the money remains in investor's account. This is issued in the interest of investors.
Moneylicious Securities Private Limited also known as Dhan is only an order collection platform that collects orders on behalf of clients and places them on BSE StarMF for execution. Client expressly agrees that Dhan is not liable or responsible and does not represent or warrant any damages regarding non- execution of orders or any incorrect execution of orders with regard to the funds chosen by the client or due to, but not being limited to, any link/system failure, delay in transfer of the funds on account of any unforeseen circumstances/issues in the banking system/payment aggregators or any other problems that may result in a delay in crediting the funds into the BSE Star MF's bank account.
Mutual fund investments are subject to market risks, read all scheme related documents carefully before investing. Dhan is not a distributor or agent of any mutual fund. Mutual Funds are not exchange-traded products. Any related disputes will not have access to the Exchange-investor redressal forum or arbitration mechanism. For other disclaimers please refer https://dhan.co/advertisement-disclaimer/
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Kindly, read the Advisory Guidelines of BSE | NSE | MCX for investors as prescribed by the exchange with reference to their circular dated 27th August, 2021 regarding investor awareness and safeguarding client's assets
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