Investment type
Nippon India Balanced Advantage Fund - Direct (G) is a mutual fund under the Low Risk-Return Funds category, managed by Nippon India Mutual Fund. It was launched on 24 Feb 1995, and has been active for over 30 years. As of 31 Mar 2025 the fund manages assets worth ₹9,190 Crores. The expense ratio is 0.55%.
This fund generated returns of 7.69% in the last 1 year. Since its inception, it has provided an average annual return of 12.6%.
The fund's investments are mainly concentrated in sectors like Debt, Banks, IT-Software, Automobiles and Telecom-Services.
The top five holdings in this fund include prominent companies such as HDFC Bank, ICICI Bank, TREPS, Infosys and Bharti Airtel.
The investment objective of the scheme is to capitalize on the potential upside in equity markets while attempting to limit the downside by dynamically managing the portfolio through investment in equity & equity related instruments and active use of debt, money market instruments and derivatives. There is no assurance or guarantee that the investment objective of the scheme will be achieved.
These funds are low-risk as they invest in safe assets like government bonds and high-rated debt.
Yes, if you prioritize capital preservation and want steady, modest returns.
These funds are suitable for short to medium-term goals, generally one to three years.
Yes, you can withdraw anytime, though holding for the investment term is recommended.
Expenses are low, usually between 0.5% and 1%, due to the focus on low-risk assets.
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