Nippon India Balanced Advantage Fund vs Nippon India Balanced Advantage Fund compare

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Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

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Nippon India Balanced Advantage Fund-Growth Plan-Growth Option

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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	Nippon India Balanced Advantage Fund-Growth Plan-Growth Option
Fund	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	Nippon India Balanced Advantage Fund-Growth Plan-Growth Option
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹8282 Cr	₹8758 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹100
Launch Date	15 Nov 2004	15 Nov 2004
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%	334%
Expense Ratio	1.76	1.76
Manager	Ashutosh Bhargava	Ashutosh Bhargava
ISIN Code	INF204K01596	INF204K01604
Exits Load	Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365	Nippon India Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	Nippon India Balanced Advantage Fund-Growth Plan-Growth Option
1 Month	-0.8%	3.22%
6 Month	1.98%	0.34%
1 Year	12.89%	8.37%
3 Year	11.83%	13.12%
5 Year	12.32%	15.75%

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	Nippon India Balanced Advantage Fund-Growth Plan-Growth Option
6 Month	-	1.76%
1 Year	8.2%	2.19%
3 Year	14.52%	11.8%
5 Year	13.96%	11.88%

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	Nippon India Balanced Advantage Fund-Growth Plan-Growth Option
1 Year	14.38%	14.38%
3 Year	11.8%	11.8%
5 Year	12.32%	12.33%

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	Nippon India Balanced Advantage Fund-Growth Plan-Growth Option
Standard Deviation	6.21%	6.21%
Sharp	0.79%	0.83%
Beta	0.86%	0.93%
Alpha	2.82%	1.5%

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Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	Nippon India Balanced Advantage Fund-Growth Plan-Growth Option
Name	Ashutosh Bhargava	Ashutosh Bhargava
Total AUM	₹121448 Cr	₹121448 Cr
Funds Managed	12	12
	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	Nippon India Balanced Advantage Fund-Growth Plan-Growth Option

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	Nippon India Balanced Advantage Fund-Growth Plan-Growth Option
Others	41.92	40.57
Large Cap	51.08	52.39
Mid Cap	11.66	12.23
Small Cap	7.54	3.21

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	Nippon India Balanced Advantage Fund-Growth Plan-Growth Option
Others	41.92	35.96
Petroleum Products	2.38	2.55
IT - Software	7.22	5.54
Cement & Cement Products	1.12	2.07
IT - Services	0.27	-
Construction	2.1	1.84
Consumer Durables	2.52	1.68
Diversified FMCG	3.49	2.67
Banks	15.43	16.5
Automobiles	2.54	4.05
Aerospace & Defense	0.98	0.37
Electrical Equipment	1.62	2.12
Pharmaceuticals & Biotechnology	1.85	2.67
Ferrous Metals	0.52	0.96
Realty	1.82	2.05
Transport Infrastructure	2.16	2.56
Personal Products	1.61	1.53
Industrial Products	0.4	0.5
Telecom - Services	4.13	3.53
Insurance	2.85	2.48
Finance	1.76	2.37
Transport Services	0.46	0.96
Retailing	1.61	2.66
Power	3.35	3.14
Financial Technology (Fintech)	1.09	1.43
Healthcare Services	0.24	0.5
Auto Components	1.47	1.12
Diversified	0.55	0.44
Other Utilities	0.36	0.24
Beverages	1.42	1.42
Textiles & Apparels	0.74	0.5
Food Products	0.52	0.54
Leisure Services	1.7	1.45