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HybridDynamic Asset Allocation or Balanced AdvantageDirect · Growth

Nippon India Balanced Advantage Fund - Direct Plan Growth Plan - Growth Option

Nippon India · Scheme 118736

₹211.96▼ 0.31%NAV · 2026-09-18
64
Decent FundScore
Start SIP
AUM
₹9,898 cr
Expense ratio
0.88%
3Y CAGR
12.2%
Risk level
Moderately High
Min SIP
₹100
Benchmark
CRISIL Hybrid 50+50 - Moderate Index
Fund manager: Meenakshi DawarExit load: Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
Decent · 64/100

A solid option with a few areas worth a closer look.

🎯 A middle-ground option — some growth with a cushion, good for moderate risk appetite.

📈 Why it could do well

  • ✓Very consistent — delivers dependably across market cycles, ideal for SIPs.
  • ✓Positive 3Y windows: 100% of rolling 3Y windows positive
  • ✓Return stability: rolling-return std 3.5%
  • ✓Volatility: 11% annualised

📉 What could drag it down

  • •1Y return: +6.2%
  • •Sharpe ratio: 0.51

FundScore breakdown

64/100 · Decent
How it works →
49
Returns
Average
84
Consistency
Excellent
36
Risk-adjusted
Weak
75
Downside protection
Strong
77
Cost efficiency
Strong
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.