Home› Funds› NIPPON INDIA BALANCED ADVANTAGE FUND - DIRECT Plan

NIPPON INDIA BALANCED ADVANTAGE FUND - DIRECT Plan - IDCW Option

Nippon India · Balanced Advantage
Moderate
₹44.54
Current NAV
03 Nov 2026
-5.5%
1Y Return
4.5%
3Y CAGR
3.5%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.5%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.50).
  • Well-diversified portfolio aligned with the Balanced Advantage mandate.
Cons / Risks
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
1.50
Sharpe Ratio
1.10
Beta
-1.50
Alpha
1.80
Sortino
Fund Details
Fund House Nippon India
Category Balanced Advantage
AUM ₹7550 Cr
Expense Ratio 0.50%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Balanced Advantage
The Wealth Company Balanced Advantage Fund - Direct Growth
The Wealth Company Balanced Advantage
₹9.69 19.6%
The Wealth Company Balanced Advantage Fund - Regular Growth
The Wealth Company Balanced Advantage
₹9.55 17.4%
The Wealth Company Balanced Advantage Fund - Regular IDCW
The Wealth Company Balanced Advantage
₹9.55 13.6%
Nippon India Balanced Advantage Fund - Direct Plan Growth Plan - Bonus Option
Nippon India
₹9.68 11.6%