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Nippon India Balanced Advantage Fund
Nippon India·
Dynamic Asset Allocation or Balanced Advantage
1Y
+4.61%
3Y
+11.73%
5Y
+10.12%
Since Inception
+11.70%
Sharpe
0.44
Sortino
0.65
Max Drawdown
-8.58%
Volatility
7.70%
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
#13 of 37
Top 35%
3Y CAGR
#11 of 31
Top 35%
5Y CAGR
#8 of 21
Top 38%
Sharpe
#7 of 36
Top 19%