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Asset Size:2779Cr
Expense Ratio:2%
Fund Manager(s):Manish Gunwani,Ashutosh Bhargava,Kinjal Desai,
5year Returns:9.14%

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Nippon India Balanced Advantage Fund - Growth

       

Balanced Equity
Dynamic Asset Allocation

Nav : 101.0019 ( 0.11%) December 2nd, 2020

People currently viewing this : 1

Rank (of 245)

20

Annualized Returns(5 yrs)

9.14%

Investment Horizon

>3 Yr

Doubled Money

8yrs 0m

Returns since November 15th, 2004

15.5%

Min Investment ₹100

Amount Invested

57.2L

Projected Wealth Gained

47.4L

Projected Maturity Amount

1Cr

     

Balanced Equity
Dynamic Asset Allocation

Nav : 101.0019 ( 0.11%) December 2nd, 2020

People currently viewing this : 1

Upwardly's Take :

These funds invest more in equity when markets are cheap and lower in equity when are the markets are high. Only 10% long-term tax on capital gains above 1 lakh.

Invest in these funds with minimum of 3 years horizon for your medium to long term goals like Retirement, Children's education etc

Min Investment ₹100

Amount Invested

57.2L

Projected Wealth Gained

47.4L

Projected Maturity Amount

1Cr

Rank (of 245)

20

Annualized Returns(5 yrs)

9.14%

Investment Horizon

>3 Yr

Doubled Money

8yrs 0m

Returns since November 15th, 2004

15.5%

FUND PAST PERFORMANCE

Fund's historical return with Fixed Deposit



Invested for

3m
6m
1y
3y
5y

3 and 6 Months returns are absolute

Assuming 30% tax bracket

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply

2x
4x
5x

TOP 5 HOLDING INVESTED IN

TOP 5 SECTORS INVESTED IN

FUND DETAIL INFORMATION

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.

Basic Details
Fund House
Nippon
Launch Date
November 15th, 2004
Expense Ratio
2%
Fund Category Risk
Moderate
Std Dev (1Yr)
20.601
Std Dev (3Yr)
13.689
Std Dev (5Yr)
13.999
Asset Size
2779Cr
Investment Details
Investment Plan
Growth
Return since Launch
15.5 %
Exit Load
1% if withdrawn within 12 Month(s)
No exit load if withdrawn after 12 Month(s)
YTM
8.56 %
Modified Duration
2.5
Contact Details
Phone No.
+91 22 30994600/30301111