
Nippon India Balanced Advantage Fund(G)-Direct Plan
+9.84%
5Y annualised
+9.84%
5Y annualised
-0.06% 1D
Expert Rating Locked 🔒
Subscribe to unlock the ratings
- Lorem ipsum dolor sit amet, consectetur adipiscing elit.
- Mattis eget etiam curabitur a cras malesuada pulvinar.
Buy, Hold or Sell?
Unlock our SEBI-RIA verdict on this fund.

NAV : 10 Sep 2026
₹209.31
Min. SIP amount
₹100
Fund size (AUM)
9917 Cr
Expense ratio
0.57%
Launched on
01 Jan 2013
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 10 Sep 2026
₹209.31
Min. SIP amount
₹100
Fund size (AUM)
9917 Cr
Expense ratio
0.57%
Launched on
01 Jan 2013
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
52.62%
Mid Cap
13.07%
Small Cap
6.12%
Others
28.19%
Sector Allocation
Bank
19.69%
Corporate Debt
12.11%
Finance
9.48%
Fmcg
5.82%
It
5.75%
Automobile & Ancillaries
5.68%
Retailing
4.48%
Cash & Cash Equivalents And Net Assets
3.92%
Others
31.04%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
Nil for 10% of units on or before 12M, In excess of limit 1% on or before 12M and Nil after 12M
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Sushil Budhia
Present
Bhavik Dave
Present
Similar/Peer Fund Comparison
Nippon India Dynamic Term Fund(G)-Direct Plan
Nippon India Balanced Advantage Fund(G)-Direct Plan
ICICI Pru Balanced Hybrid Fund(G)-Direct Plan
FAQs
B. Premium Advisory - Everything in Basic, plus dedicated 1:1 expert calls, deeper portfolio reviews, personalised reports, and priority support to help you make confident, well-guided investment decisions.
