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Nippon India Balanced Advantage Fund
Nippon India·
Dynamic Asset Allocation or Balanced Advantage
1Y
+2.53%
3Y
+10.50%
5Y
+9.49%
Since Inception
+11.22%
Sharpe
0.59
Sortino
0.91
Max Drawdown
-8.58%
Volatility
7.53%
Alpha
+3.86%
Beta
1.09
Info Ratio
1.77
Up / Down Capture
125 / 95
NAV (last ~1 year)
Fund details
AMCNippon India
Fund manager-
Data from2021-04-13
AUM₹9.6K Cr (January - March 2026)
Expense ratio (Direct)0.69%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Dynamic Asset Allocation or Balanced Advantage
1Y
#15 of 37
Top 41%
3Y CAGR
#10 of 31
Top 32%
5Y CAGR
#7 of 20
Top 35%
Sharpe
#7 of 36
Top 19%