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NIPPON INDIA BALANCED ADVANTAGE FUND - IDCW REINVESTMENT OPTION

34.32
0.08 as on 12-Jul-2024
HYBRID | DYNAMIC ASSET ALLOCATION

24.04

1 YEAR RETURNS

12.32

3 YEAR RETURNS

12.27

5 YEAR RETURNS

4 / 5

FundExpert Rating
Buy


100.0

Minimum Investment

100.0

Minimum SIP Investment

100.0

Additional Purchase

Three Year NAV

Peer Comparison

Peer Mutual Fund Fundexpert Rating Current Nav 1yr Return 3yr Return 5yr Return
HDFC BALANCED ADVANTAGE FUND - REGULAR PLAN - IDCW REINVESTMENT 5 41.08 41.47 23.2 19.11 Buy
HDFC BALANCED ADVANTAGE FUND - REGULAR PLAN - IDCW REINVESTMENT 5 41.08 41.47 23.2 19.11 Buy
EDELWEISS BALANCED ADVANTAGE FUND-REGULAR PLAN MONTHLY IDCW REINVESTMENT 4 23.59 25.35 13.15 15.13 Buy
ICICI PRUDENTIAL BALANCED ADVANTAGE FUND - IDCW REINVESTMENT 4 18.99 22.02 13.18 13.25 Buy
EDELWEISS BALANCED ADVANTAGE FUND -QUARTERLY IDCW REINVESTMENT 4 21.94 25.35 13.15 15.13 Buy

Fund Portfolio

Top 5 Holdings

S. No Company Net Assets
1 HDFC Bank Ltd 6.17
2 Housing Development Finance Corporation Ltd 5.02
3 ICICI Bank Ltd 4.67
4 Derivatives 4.65
5 Reliance Industries Ltd 4.47

Top 5 Sectors

S. no Sector Name Net Assets
1 Finance 11.84
2 Refineries 9.7
3 Finance & Investments 9.57
4 Banks - Private Sector 7.7
5 Banks 7.2