HYBRID•DYNAMIC ASSET ALLOCATION OR BALANCED ADVANTAGE
Nippon India Balanced Advantage Fund
3 Year return
12.13%
NAV on August 10, 2026
212.8914
1D Returns
-0.31%
Launched on January 2013(13 years)
Investment Details
₹100
Minimum SIP Amount
₹100
Minimum one time investment
Fund has no lock-in period
Calculate Returns
Based on past performance of this fund
₹
Your Investment₹3,600
Gain
21.11%₹760
Total Value ₹4,360
Risk Involved
Your principal will be at
Very High Risk
Scheme Information
Asset Under Management
₹9,796.34 Cr.
Expense Ratio
0.85% (inclusive of GST)
Exit Load
10% of the units allotted shall be redeemed within any exit load, on or before completion of 12 months from the date allotment of units. 1.00% - If redeemed / switched on or before completion of 12 months from the date of allotment of units. Nil - If redeemed / switched after completion of 12 months from the date of allotment of units.
Ratings
4.5
Ratings by other agencies
Value Research
3
Crisil
0
Morning Star
4
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Nippon India Mutual Fund Manager
AS
Amber Singhania
Fund Manager since Mar 2026
AB
Ashutosh Bhargava
Fund Manager since Apr 2024
BD
Bhavik Dave
Fund Manager since Aug 2024
DD
Divya Dutt Sharma
Fund Manager since Sep 2025
KD
Kinjal Desai
Fund Manager since Aug 2025
LM
Lokesh Maru
Fund Manager since Sep 2025
SB
Sushil Budhia
Fund Manager since Mar 2021
Fund House Details
Nippon India Mutual Fund
Asset management company
AUM
₹7,67,506.42 Cr.
No. of Schemes
338
Setup Date
June 1995
Peer Comparison
Comparison with other similar funds
| Funds | 3 Y Returns | ARQ Rating |
|---|---|---|
| HDFC Balanced Advantage Fund | 13.8079% | 4 |
| Baroda BNP Paribas Balanced Advantage Fund | 13.4305% | 3 |
| ICICI Prudential Balanced Advantage Fund | 12.9029% | 5 |
Schemes by Nippon India Mutual Fund
List of mutual fund schemes by AMC
Funds
3 Years Returns
Nippon India Balanced Advantage Fund Direct Plan Growth is an open-ended hybrid mutual fund scheme brought to you by Nippon India Mutual Fund. The fund belongs to the category of balanced advantage funds, which blends debt and equity investments. The fund is mostly made up of equities, with the balance made up of debt instruments such as low-risk and government securities. Since this is a direct scheme you can invest in the fund directly with the mutual fund house.
Investment Objective of the Scheme
The main investment objective of the Nippon India Balanced Advantage Fund Direct Plan-Growth fund is the generation of long-term income and capital appreciation via the dynamic management of asset allocation of debt and equity. While growing your wealth, this fund aims at minimising your risk with debt instruments. In this manner, the fund aims to give investors a potentially stable portfolio of securities.
Key Features of The Fund
5-year return
10.6732%
Expense Ratio
0.85%
Fund Manager
Amber Singhania
Fund Size
₹9796.34 Cr.
Risk Profile
Very High
Is This Scheme Right for Me?
Depending on your own risk profile and goals, the Nippon India Balanced Advantage Fund Direct Plan-Growth fund may be considered. If you are an investor who desires a sufficiently steady portfolio that balances the risk-reward quotient, you may consider this scheme for investment. In case you have a moderate risk appetite, this fund may be suitable. Whichever fund you ultimately decide to invest in, ensure it is based on your own financial needs.
AMC Contact Details
| Name | Nippon India Mutual Fund |
| Launch Date | June 1995 |
| Address | Nippon Life India Asset Management Limited, 4th Floor, Tower A, Peninsula Business Park, Ganapatrao Kadam Marg, Lower Parel (W), Mumbai – 400 013 |
| Contact | 1860 266 0111 |
| customercare@nipponindiaim.in | |
| Website | https://mf.nipponindiaim.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
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FAQs
What is today's NAV of Nippon India Balanced Advantage Fund?
NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Nippon India Balanced Advantage Fund on August 10, 2026, is ₹212.8914
What is the AUM of Nippon India Balanced Advantage Fund?
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Nippon India Balanced Advantage Fund, is ₹9796.34 crore.
What is the expense ratio of Nippon India Balanced Advantage Fund?
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of Nippon India Balanced Advantage Fund is 0.85%
What are the returns of Nippon India Balanced Advantage Fund since inception?
The Nippon India Balanced Advantage Fund was launched on January 01, 2013. The fund has delivered a CAGR of undefined since inception.
What is the minimum SIP amount to invest in Nippon India Balanced Advantage Fund?
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Nippon India Balanced Advantage Fund is ₹100.
How do I invest in Nippon India Balanced Advantage Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Nippon India Balanced Advantage Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Nippon India Balanced Advantage Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Nippon India Balanced Advantage Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.
ENTER AMOUNT
₹
₹4,360 in 3Y at 12.1344% returns
SIP Date1st of every month
Your next SIP Payment will be on 10 September 2026
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