Nippon India Balanced Advantage Fund
Nippon India Mutual Fund
Grow your medium-term savings with a smoother ride.
Past returns
₹1,000 invested once became
Returns as on 27 Oct 2026 · Regular plan · annualised1 year₹971-2.95% p.a.
3 years₹1,2828.64% p.a.
5 years₹1,4267.36% p.a.
These are the fund’s published past figures. They are not a promise, and what the fund earned before does not decide what it earns next.
About this fund
A balanced advantage fund moves your money between shares and safer holdings on its own as the market changes. It is made for money you can leave for three years or more, aiming to grow faster than a bank account without the sharpest swings of a pure share fund.
What does this fund do?
- Built to grow more over time. It moves up and down along the way.
- For money you can leave a few years. 1% charge in the first year only.
- Take it out any working day. It reaches your bank in 2–3 days.
Who this is for
- Savers with a 3-5 year horizon who want growth without full equity risk.
- First-timers nervous about market swings who still want more than a bank rate.
- Anyone building medium-term savings alongside their emergency buffer.
Riskometer
Very HighLevel 6 of 6 on the riskometer
Investors should understand that their principal will be at very high risk. The value moves with the market and can be worth less than you put in.
Key ratios
Expense ratio1.5%
Fund size (AUM)₹9,898 cr
Fund facts
PlanRegular
Exit load1% if you take money out within 12 months, on units beyond the first 10% allotted. Nil after 12 months.
One-time minimum₹100
Fund managerSushil Budhia, Bhavik Dave
Launched15 Nov 2004
Minimum investment
₹100/ SIP