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Nippon India Balanced Advantage Fund-Growth Plan-Growth Option

Nippon India · Balanced Advantage
Moderate
₹181.93
Current NAV
25 Jun 2026
17.1%
1Y Return
12.6%
3Y CAGR
11.6%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.41).
  • Generates significant excess returns relative to benchmark index (Alpha: 3.91).
  • Very large asset base (AUM: ₹15,960 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Returns are subject to standard market fluctuations and interest rate risks.
  • No indexation benefits under current tax laws for short holding periods.
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
1.41
Sharpe Ratio
1.31
Beta
3.91
Alpha
1.57
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Fund Details
Fund House Nippon India
Category Balanced Advantage
AUM ₹15960 Cr
Expense Ratio 1.31%
Min SIP ₹500
Min Lumpsum ₹1000
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