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Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

Nippon India · Balanced Advantage
Moderate
₹181.93
Current NAV
25 Jun 2026
17.6%
1Y Return
13.1%
3Y CAGR
12.1%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 3.56).
  • Very large asset base (AUM: ₹23,610 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Balanced Advantage mandate.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
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
0.56
Sharpe Ratio
1.36
Beta
3.56
Alpha
0.65
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Fund Details
Fund House Nippon India
Category Balanced Advantage
AUM ₹23610 Cr
Expense Ratio 1.36%
Min SIP ₹500
Min Lumpsum ₹1000
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