Nippon India Balanced Advantage Fund Growth
AllocationDynamic Asset Allocation
181.42
1.01(0.56%)
NAV as on 12 Dec, 2025
CAGR
11.95%
- AUM (Crs.)9,748.77
- Expense Ratio1.74 %
- Sharpe Ratio / Category Average0.75 / 0.73
- Standard Deviation / Category Average6.92 / 7.69
- Beta / Category Average1.00 / 1.03
- Portfolio Turnover / Category Average279.92 / 184.74
- Top 5 Stocks Wt.22.75
- Top 10 Stocks Wt.34.67
- Top 3 Sectors Wt.43.34
- Investment StyleLarge Growth
- Morningstar Rating
Portfolio
Asset Allocation
Weightage by Market Cap
Concentration
- No. of Stocks--
- Avg. Market Cap--
- Top 10 Stocks--
- Top 5 Stocks--
- Top 3 Sectors--
View Holdings
Fundamentals
| Measures | Fund | Category Average |
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Risk Metrics
Peers
1Y3Y5Y10Y
| Mutual Fund | AUM (cr.) | 3YReturns |
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Holdings
Stocks
Sector
About
- Fund Manager(s)Check HistoryKinjal Desai, Sushil Budhia, Ashutosh Bhargava, Divya Sharma, Lokesh Maru
- Launch Date15 Nov, 2004
- BenchmarkS&P BSE 500
Objective
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.
Riskometer
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