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Mutual FundsNippon India Balanced Advantage Fund Direct Growth
N

Nippon India Balanced Advantage Fund Direct Growth

54.40%profit5 Year Absolute Returns

as on 02 Nov 2026

4Morning Star
4Value Research
Overview
Direct vs Regular
Returns Comparison
Historical Data
Holdings
Fund Details
AMC Details
FAQs

Nippon India Balanced Advantage Fund Direct Growth is a Hybrid mutual fund scheme launched on 01 Jan 2013.

Scheme Overview

  • Inception Date : 01 Jan 2013
  • AUM : ₹9,532.23 Cr
  • 5Y Returns (CAGR) : 9.08%
  • Expense Ratio : 0.89%
  • Min. SIP : ₹100
  • Min. Lumpsum : ₹100

Returns Calculator

basis annualised returns

Investment Type


SIP Amount


Investment Period

5Y

₹ 32.73 L

3.50%

₹ 36.98 L

8.00%

₹ 38.08 L

9.08%

Savings Account
Regular Funds
This Fund on Dhan

Total Investment

₹ 30,00,000

Returns

₹ 8,07,732 (9.08%)

Maturity Value

₹ 38,07,732

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.

Direct vs Regular Returns

No data

Sorry, No Data Available at this Moment!

Returns vs Category

No data

Sorry, No Data Available at this Moment!

*The above returns are absolute

Returns Vs Nifty 50

Historical Returns

No data

Sorry, No Data Available at this Moment!

SIP Logo

Start SIP with as Low as ₹100.

Historical NAV

10 Days
1 Month
3 Months
6 Months
1 Year
3 Years
5 Years
No data

Sorry, No Data Available at this Moment!

Asset Allocation

AUM

₹ 9,532.23 Cr

Cash Holding

-

Equity

-

Cash

-

Debt

-

Other

-

Sector Holdings

as of 31 May 2026

SectorsWeightage
Financial Services24.76%
Other24.03%
Consumer Cyclical10.06%
Industrials9.60%
Technology5.93%
Consumer Defensive5.85%
Real Estate4.68%
Utilities3.99%
Healthcare3.59%
Energy3.25%
Communication Services2.93%
Basic Materials1.35%

Stock Holdings

as of 31 May 2026

NameWeightage
Cash Offset For Derivatives

C

Cash Offset For Derivatives

9.28%
ICICI Bank

I

ICICI Bank

5.39%
HDFC Bank

H

HDFC Bank

5.39%
Reliance Industries

R

Reliance Industries

2.76%
Axis Bank

A

Axis Bank

2.59%
Bharti Airtel

B

Bharti Airtel

2.58%
Infosys

I

Infosys

2.43%
State Bank of India

S

State Bank of India

2.32%
Triparty Repo

T

Triparty Repo

2.17%
Cash Margin - Derivatives

C

Cash Margin - Derivatives

2.14%
NTPC

N

NTPC

2.11%
Mahindra & Mahindra

M

Mahindra & Mahindra

2.09%
Larsen & Toubro

L

Larsen & Toubro

1.96%
Bajaj Finance

B

Bajaj Finance

1.76%
NABARD-7.48%-15092028-NCD

N

NABARD-7.48%-15092028-NCD

1.56%
Cube Highways Trust

C

Cube Highways Trust

1.48%
Samvardhana Motherson International

S

Samvardhana Motherson International

1.39%
Eternal

E

Eternal

1.36%
Kotak Bank

K

Kotak Bank

1.33%
MFL TBILL LKD 2029

M

MFL TBILL LKD 2029

1.31%
Mindspace Business Parks REIT

M

Mindspace Business Parks REIT

1.24%
National Highways Infra Trust

N

National Highways Infra Trust

1.09%
ITC

I

ITC

1.07%
Nykaa

N

Nykaa

1.04%
Godrej Consumer Products

G

Godrej Consumer Products

1.02%
Cholamandalam Investment

C

Cholamandalam Investment

1.01%
CG Power & Industrial Solutions

C

CG Power & Industrial Solutions

1.01%
Adani Power Limited

A

Adani Power Limited

0.98%
TVS Motors

T

TVS Motors

0.96%
Star Health Insurance

S

Star Health Insurance

0.91%
Future on ICICI Bank Ltd

F

Future on ICICI Bank Ltd

0.90%
Future on HDFC Bank Ltd Cedear

F

Future on HDFC Bank Ltd Cedear

0.89%
Tata Power

T

Tata Power

0.82%
GE Vernova T&D

G

GE Vernova T&D

0.81%
Maruti Suzuki

M

Maruti Suzuki

0.77%
SIDBI-7.04%-09022029-NCD

S

SIDBI-7.04%-09022029-NCD

0.77%
SBI Life Insurance

S

SBI Life Insurance

0.77%
Hindustan Aeronautics

H

Hindustan Aeronautics

0.77%
Sun Pharmaceutical

S

Sun Pharmaceutical

0.76%
Britannia Industries

B

Britannia Industries

0.76%
GOI LOAN  7.3% 2053

G

GOI LOAN 7.3% 2053

0.75%
PB FinTech

P

PB FinTech

0.75%
Lupin

L

Lupin

0.74%
Suryapet Khammam Road Limited

S

Suryapet Khammam Road Limited

0.74%
Tech Mahindra

T

Tech Mahindra

0.73%
Coforge

C

Coforge

0.72%
Tata Steel

T

Tata Steel

0.72%
Varun Beverages

V

Varun Beverages

0.72%
Hindustan Unilever

H

Hindustan Unilever

0.70%
Net Current Assets

N

Net Current Assets

0.70%
Interglobe Aviation

I

Interglobe Aviation

0.69%
Future on State Bank of India

F

Future on State Bank of India

0.68%
Vedanta Limited

V

Vedanta Limited

0.68%
Sai Life Sciences

S

Sai Life Sciences

0.67%
IPCA Laboratories

I

IPCA Laboratories

0.67%
SDL AP 7.67% 2031

S

SDL AP 7.67% 2031

0.66%
Bharat Heavy Electricals

B

Bharat Heavy Electricals

0.65%
United Breweries

U

United Breweries

0.64%
Pidilite Industries

P

Pidilite Industries

0.63%
NTPC Green Energy

N

NTPC Green Energy

0.62%
LIC Housing Finance

L

LIC Housing Finance

0.61%
Avenue Supermarts DMart

A

Avenue Supermarts DMart

0.58%
LG Electronics

L

LG Electronics

0.57%
Cummins

C

Cummins

0.55%
GOI LOAN  7.17% 2030

G

GOI LOAN 7.17% 2030

0.53%
Brookfield India Real Estate Trust

B

Brookfield India Real Estate Trust

0.53%
Shinhan Bank

S

Shinhan Bank

0.52%
NBRD 7.44% 2029 SR 26F

N

NBRD 7.44% 2029 SR 26F

0.52%
Nexus Select Trust REIT

N

Nexus Select Trust REIT

0.51%
L&T Metro Rail (Hyderabad) Limited

L

L&T Metro Rail (Hyderabad) Limited

0.51%
Prestige Estates Projects

P

Prestige Estates Projects

0.50%
Hindustan Petroleum

H

Hindustan Petroleum

0.49%
Jubilant FoodWorks

J

Jubilant FoodWorks

0.48%
SAMRIDDHI TRUST

S

SAMRIDDHI TRUST

0.47%
ICICI Lombard General Insurance

I

ICICI Lombard General Insurance

0.47%
Summit Digitel Infrastructure Limited

S

Summit Digitel Infrastructure Limited

0.47%
APSBC 9.15% 2029 STRPP D

A

APSBC 9.15% 2029 STRPP D

0.46%
ABB

A

ABB

0.46%
Future on Reliance Industries Ltd

F

Future on Reliance Industries Ltd

0.46%
LTM

L

LTM

0.46%
3M India

3

3M India

0.45%
Devyani International

D

Devyani International

0.45%
IndiGrid Infrastructure Trust

I

IndiGrid Infrastructure Trust

0.44%
Page Industries

P

Page Industries

0.43%
Future on Bharti Airtel Ltd

F

Future on Bharti Airtel Ltd

0.43%
Raajmarg Infra Investment Trust

R

Raajmarg Infra Investment Trust

0.42%
Kirloskar Oil Engines

K

Kirloskar Oil Engines

0.42%
Future on Axis Bank Ltd

F

Future on Axis Bank Ltd

0.42%
Dixon Technologies

D

Dixon Technologies

0.40%
UTI AMC

U

UTI AMC

0.39%
Swiggy

S

Swiggy

0.39%
Voltas

V

Voltas

0.39%
Krishna Institute of Medical Sciences

K

Krishna Institute of Medical Sciences

0.38%
GOI LOAN  7.18% 2033

G

GOI LOAN 7.18% 2033

0.37%
Dr Reddys Laboratories

D

Dr Reddys Laboratories

0.36%
APtus Finance India Private Limited

A

APtus Finance India Private Limited

0.36%
United Spirits

U

United Spirits

0.36%
NHIT 0% 34 SR I STRPP A

N

NHIT 0% 34 SR I STRPP A

0.36%
Future on NTPC Ltd

F

Future on NTPC Ltd

0.35%
Info Edge

I

Info Edge

0.35%
Knowledge Realty Trust

K

Knowledge Realty Trust

0.35%
Future on Mahindra & Mahindra Ltd

F

Future on Mahindra & Mahindra Ltd

0.35%
Piramal Finance

P

Piramal Finance

0.35%
Future on Larsen & Toubro Ltd

F

Future on Larsen & Toubro Ltd

0.33%
Kaynes Technology India

K

Kaynes Technology India

0.32%
Infopark Properties Limited

I

Infopark Properties Limited

0.31%
Sonata Software

S

Sonata Software

0.31%
Indian Hotels Company

I

Indian Hotels Company

0.31%
Vastu Finserve India Private Limited

V

Vastu Finserve India Private Limited

0.30%
Future on Bajaj Finance Ltd

F

Future on Bajaj Finance Ltd

0.29%
L&T Finance

L

L&T Finance

0.29%
GOI LOAN  7.41% 2036

G

GOI LOAN 7.41% 2036

0.27%
SDL GJ 7.8% 2032

S

SDL GJ 7.8% 2032

0.26%
GOI LOAN  7.1% 2034

G

GOI LOAN 7.1% 2034

0.26%
Indostar Capital Finance Limited

I

Indostar Capital Finance Limited

0.26%
Mahindra And Mahindra Financial Services Limited

M

Mahindra And Mahindra Financial Services Limited

0.26%
TACA TBILL LKD 2029 SR B

T

TACA TBILL LKD 2029 SR B

0.26%
Jamnagar Utilities & Power Private Limited

J

Jamnagar Utilities & Power Private Limited

0.26%
HHFL-8.5%-28052027-NCD

H

HHFL-8.5%-28052027-NCD

0.26%
Vastu Finserve India Private Limited

V

Vastu Finserve India Private Limited

0.26%
GOI LOAN  7.09% 2054

G

GOI LOAN 7.09% 2054

0.24%
Suryapet Khammam Road Limited

S

Suryapet Khammam Road Limited

0.24%
Brigade Enterprises

B

Brigade Enterprises

0.24%
Eternal Limited_30/06/2026

E

Eternal Limited_30/06/2026

0.23%
Future on Samvardhana Motherson International Ltd

F

Future on Samvardhana Motherson International Ltd

0.23%
Future on Kotak Mahindra Bank Ltd

F

Future on Kotak Mahindra Bank Ltd

0.22%
Jtpm Metal TRaders Limited

J

Jtpm Metal TRaders Limited

0.22%
Bagmane Prime Office REIT

B

Bagmane Prime Office REIT

0.22%
Torrent Power Limited

T

Torrent Power Limited

0.21%
CIFCL-9.1%-27062031-NCD

C

CIFCL-9.1%-27062031-NCD

0.21%
Muthoot Fincorp Limited

M

Muthoot Fincorp Limited

0.21%
Kotak Mahindra Investments Limited

K

Kotak Mahindra Investments Limited

0.21%
Delhivery

D

Delhivery

0.19%
Future on ITC Hotels Ltd

F

Future on ITC Hotels Ltd

0.18%
Future on FSN E-Commerce Ventures Ltd

F

Future on FSN E-Commerce Ventures Ltd

0.17%
Future on Godrej Consumer Products Ltd

F

Future on Godrej Consumer Products Ltd

0.17%
LIQUID GOLD SERIES 8 DEC 2024

L

LIQUID GOLD SERIES 8 DEC 2024

0.17%
Future on Cholamandalam Investment and Finance Co Ltd

F

Future on Cholamandalam Investment and Finance Co Ltd

0.17%
Future on CG Power & Industrial Solutions Ltd

F

Future on CG Power & Industrial Solutions Ltd

0.17%
Future on TVS Motor Co Ltd 6% PRF REDEEM 01/09/2026 INR 10

F

Future on TVS Motor Co Ltd 6% PRF REDEEM 01/09/2026 INR 10

0.16%
TSIICL-9.35%-29122028-NCD

T

TSIICL-9.35%-29122028-NCD

0.16%
TSIICL-9.35%-31122027-NCD

T

TSIICL-9.35%-31122027-NCD

0.16%
Blue Star

B

Blue Star

0.16%
Incred Financial Services Limited

I

Incred Financial Services Limited

0.16%
Vedanta Limited

V

Vedanta Limited

0.16%
Vedanta Limited

V

Vedanta Limited

0.15%
GOI LOAN  7.29% 2033

G

GOI LOAN 7.29% 2033

0.14%
Future on Bharat Heavy Electricals Ltd

F

Future on Bharat Heavy Electricals Ltd

0.14%
Future on Tata Power Co Ltd

F

Future on Tata Power Co Ltd

0.14%
Future on LIC Housing Finance Ltd

F

Future on LIC Housing Finance Ltd

0.13%
NHIT 0% 35 SR I STRPP B

N

NHIT 0% 35 SR I STRPP B

0.13%
Future on Maruti Suzuki India Ltd

F

Future on Maruti Suzuki India Ltd

0.13%
Future on Hindustan Aeronautics Ltd Ordinary Shares

F

Future on Hindustan Aeronautics Ltd Ordinary Shares

0.13%
Future on SBI Life Insurance Co Ltd

F

Future on SBI Life Insurance Co Ltd

0.13%
Future on Sun Pharmaceuticals Industries Ltd

F

Future on Sun Pharmaceuticals Industries Ltd

0.13%
Future on Britannia Industries Ltd

F

Future on Britannia Industries Ltd

0.13%
Future on Varun Beverages Ltd

F

Future on Varun Beverages Ltd

0.12%
Future on Coforge Ltd

F

Future on Coforge Ltd

0.12%
Future on Tata Steel Ltd

F

Future on Tata Steel Ltd

0.12%
Future on Hindustan Unilever Ltd

F

Future on Hindustan Unilever Ltd

0.12%
GOI LOAN  7.18% 2037

G

GOI LOAN 7.18% 2037

0.12%
Future on InterGlobe Aviation Ltd

F

Future on InterGlobe Aviation Ltd

0.12%
Vedanta Aluminium Metal Limited**

V

Vedanta Aluminium Metal Limited**

0.11%
07.74 TN UDAY 2027

0

07.74 TN UDAY 2027

0.11%
07.35 AP UDAY 2026

0

07.35 AP UDAY 2026

0.10%
Indostar Capital Finance Limited

I

Indostar Capital Finance Limited

0.10%
IIFCL-7.47%-07112027-NCD

I

IIFCL-7.47%-07112027-NCD

0.10%
SDL MH 7.91% 2039

S

SDL MH 7.91% 2039

0.10%
Future on Avenue Supermarts Ltd

F

Future on Avenue Supermarts Ltd

0.10%
Future on Pidilite Industries Ltd

F

Future on Pidilite Industries Ltd

0.09%
Future on Cummins India Ltd

F

Future on Cummins India Ltd

0.09%
Future on Prestige Estates Projects Ltd

F

Future on Prestige Estates Projects Ltd

0.08%
Future on Hindustan Petroleum Corp Ltd

F

Future on Hindustan Petroleum Corp Ltd

0.08%
Future on ICICI Lombard General Insurance Co Ltd

F

Future on ICICI Lombard General Insurance Co Ltd

0.08%
Future on The Ballarat Brewing Company Limited

F

Future on The Ballarat Brewing Company Limited

0.07%
Future on Page Industries Ltd

F

Future on Page Industries Ltd

0.07%
Future on Dixon Technologies (India) Ltd

F

Future on Dixon Technologies (India) Ltd

0.07%
Future on United Spirits Ltd

F

Future on United Spirits Ltd

0.06%
INDIA UNIVERSAL TRUST AL2

I

INDIA UNIVERSAL TRUST AL2

0.06%
07.90 TN UDAY 2027

0

07.90 TN UDAY 2027

0.05%
07.75 TN UDAY 2027

0

07.75 TN UDAY 2027

0.05%
NIRMA-8.5%-07042027-NCD

N

NIRMA-8.5%-07042027-NCD

0.05%
NABARD-7.62%-10052029-NCD

N

NABARD-7.62%-10052029-NCD

0.05%
Aditya Birla Real Estate Limited

A

Aditya Birla Real Estate Limited

0.05%
SDL TN 7.03% 2030

S

SDL TN 7.03% 2030

0.05%
Future on Swiggy Ltd

F

Future on Swiggy Ltd

0.05%
Power Finance Corporation Limited

P

Power Finance Corporation Limited

0.04%
Vedanta Limited

V

Vedanta Limited

0.04%
Bajaj Housing Finance Limited

B

Bajaj Housing Finance Limited

0.02%
TVS Motors 6% PREF 01-09-2026

T

TVS Motors 6% PREF 01-09-2026

0.01%
Talwandi Sabo Power Limited**

T

Talwandi Sabo Power Limited**

0.01%
6.17% Govt Stock 2028

6

6.17% Govt Stock 2028

0.01%
Malco Energy Limited**

M

Malco Energy Limited**

0.01%
Indostar Capital Finance Limited

I

Indostar Capital Finance Limited

0.01%
Vedanta Iron And Steel Limited**

V

Vedanta Iron And Steel Limited**

0.01%
Cash Margin - Ccil

C

Cash Margin - Ccil

0.01%
Mahindra And Mahindra Financial Services Limited

M

Mahindra And Mahindra Financial Services Limited

0.00%
GOI LOAN 8.30% 2042

G

GOI LOAN 8.30% 2042

0.00%
SDL RJ 7.84% 2041

S

SDL RJ 7.84% 2041

0.00%
SDL TN 7.04% 2030

S

SDL TN 7.04% 2030

0.00%
Vedanta

V

Vedanta

0.00%
Apollo Hospitals

A

Apollo Hospitals

0.00%
GOI LOAN  6.68% 2033

G

GOI LOAN 6.68% 2033

0.00%
SDL AP 7.63% 2037

S

SDL AP 7.63% 2037

0.00%
SRF

S

SRF

0.00%
Jindal Steel

J

Jindal Steel

0.00%
Nippon India ETF BSE Sensex Next 50

N

Nippon India ETF BSE Sensex Next 50

0.00%

Fund Comparison

Fund Details

52W High NAV

₹ 213.5693


Min. SIP Amount

₹ 100.00


Min. Lumpsum Amount

₹ 100.00


AUM (in Cr.)

₹ 9,532.23


Expense Ratio

0.89%


Lock-in Period

No Lock in Period


52W Low NAV

₹ 192.4133


Inception Date

01 Jan 2013


Fund Age

13 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 Managers

NameQualification
Sushil Budhia
Chartered Accountant
Bhavik Dave
NA

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

No. of Schemes

70

Total AUM

₹ 5,37,300.17 Cr

Contact Details

phone022-68087000/1860260111
address

4th Floor, Tower A, Peninsula Busines-s Park, Ganapatrao Kadam MargLower Parel (W), Mumbai - 400013.

FAQs

Nippon India Balanced Advantage Fund was launched on 01 Jan 2013.
The current NAV of Nippon India Balanced Advantage Fund is ₹204.7831 as of 02 Nov 2026.
The latest value of AUM of Nippon India Balanced Advantage Fund is ₹9,532.23 crores as of 02 Nov 2026.
The return on investment of Nippon India Balanced Advantage Fund is:
  • In the past 1Y: -1.36%
  • In the past 3Y: 10.08%
  • In the past 5Y: 9.08%
The expense ratio of Nippon India Balanced Advantage Fund is 0.89%.
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.
The portfolio of Nippon India Balanced Advantage Fund includes:
  1. ICICI Bank: 5.39%
  2. HDFC Bank: 5.39%
  3. Reliance Industries: 2.76%
  4. Axis Bank: 2.59%
  5. Bharti Airtel: 2.58%

Top 3 sectoral holdings include:
  1. Others: 42.60%
  2. Financial Services: 24.76%
  3. Consumer Cyclical: 10.06%
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.
The fund manager of Nippon India Balanced Advantage Fund is Sushil Budhia, Bhavik Dave.
If you wish to invest in Nippon India Balanced Advantage Fund, the minimum SIP amount is ₹100 and Lumpsum is ₹100.
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.
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Disclaimer: Investment in the securities market are subject to market risks, read all the related documents carefully before investing. Brokerage will not exceed the SEBI prescribed limit


Attention investors:

  1. Stock brokers can accept securities as margins from clients only by way of pledge in the depository system w.e.f September 01, 2020.
  2. 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.
  3. Check your securities / MF / bonds in the consolidated account statement issued by NSDL/CDSL every month.

SEBI presents Samajh Se Investing Simple:

  • Understand Before You Invest
  • Choose Regulated Investment Products
  • Start Early, Stay Invested
  • Beware of Investment Frauds

Reporting of Short Sell Transactions by Clients:

Clients must report any short sale transaction, by emailing help@dhan.co with the subject “Reporting of Short Sell” on the same day.


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 / / 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.


Investors should be cautious on unsolicited emails and SMS advising to buy, sell or hold securities and trade only on the basis of informed decision. Investors are advised to invest after conducting appropriate analysis of respective companies and not to blindly follow unfounded rumours, tips etc. Further, you are also requested to share your knowledge or evidence of systemic wrongdoing, potential frauds or unethical behaviour through the anonymous portal facility provided on BSE & NSE website. Issued in the interest of the investors.


Raise 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. Raise Securities Private Limited (Dhan) does not engage in proprietary trading on its own 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/


Download client registration documents (Rights & Obligations, Risk Disclosure Document, Do's & Don'ts) in vernacular language: BSE | NSE | MCX


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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