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Nippon India Balanced Advantage Fund Direct growth
Hybrid • Dynamic • Direct growth
Average credit rating
AA
CAGR
₹1,000 invested for 5 years
Fund Info
Hybrid
Dynamic
Direct growth
Launched On
01 Jan 2013
12.8 years ago
Lock-in Period
No lock-in
NAV
as of 17 Oct 2025
₹205.51
+0.1819% (0.40)
AUM
₹9,317 Cr
Expense ratio
0.55%
Benchmark
CRISIL Hybrid 50+50 - Moderate
Fund Plan
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold before 12M
1%
If units sold after 12M
0%
Distribution
Market capital
What's in this fund?
Credit Rating
Sectors
Holdings
Financial Services
Consumer Cyclical
Industrials
Consumer Defensive
Technology
Fund House
Nippon
Inc: 08 Oct 1995 • Total AUM: ₹3,51,462 Cr • Rank #6Nippon India Mutual Fund, started in 1995, has Nippon Life Insurance Company as its sponsors. The fund house is headed by Sundeep Sikka as the CEO. As of 31 March 2024, it has an AUM of ₹472,440 Cr. Nippon India Mutual Fund boasts a presence in 265 locations (as of 30 September 2023).
Fund Managers
Kinjal Desai
Experience: 21.81 yrs • Total AUM: 44,55,577 Cr
Ashutosh Bhargava
Experience: 8.08 yrs • Total AUM: 6,11,772 Cr
Sushil Budhia
Experience: 5.71 yrs • Total AUM: 3,38,116 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Hybrid). To know the risk of this fund particularly, check 'Risk vs Category'.
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