Nippon India Balanced Advantage Fund Direct-Bonus

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Nippon India Balanced Advantage Fund Direct-Bonus: Mutual Fund Overview

Nippon India Balanced Advantage Fund Direct-Bonus is an Dynamic Asset Allocation mutual fund with over 13.22 years of performance history. The scheme manages an AUM of ₹9687.94 Cr and has a NAV of ₹9.6826. It is rated 'Not Rated' stars by analysts. Investors can begin a SIP with as little as ₹0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 2.46%.

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Hybrid, Dynamic Asset Allocation, Principal at very high risk

1 Year Return 2.46% at 24 Mar 2026 03:52 PM

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Fund Details

NAV 9.6826

Sub-Type Dynamic Asset Allocation

Rating Not Rated

Min. SIP Amount ₹0

Fund Age(Year) 13.22

Fund Size(in Crores) 9687.94

Fund Performance

1 Month -6.88%

3 Month -6.57%

6 Month -5.16%

1 Year 2.46%

3 Year 12.12%

5 Year 10.45%

Know This Fund

As on 24 Mar 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (0%) Market Cap Top Sectors Top Holding

Debt & Others (0%) Sector Allocation Debt Credit Ratings Debt Category

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Balanced Advantage Fund Regular-Growth Ret 1M -6.84% Ret 1Y 2.75% Ret 3Y 11.26% Ret 5Y 9.32%

Equity, Flexi Cap funds Aditya Birla Sun Life Balanced Advantage Fund Regular-IDCW Ret 1M -6.84% Ret 1Y 2.75% Ret 3Y 11.26% Ret 5Y 9.32%

Equity, Flexi Cap funds Aditya Birla Sun Life Balanced Advantage Fund Regular-IDCW Payout Ret 1M -6.84% Ret 1Y 2.75% Ret 3Y 11.26% Ret 5Y 9.32%

Equity, Flexi Cap funds Aditya Birla Sun Life Dynamic Asset Allocation Omni FoF Regular-Growth Ret 1M -5.66% Ret 1Y 6.09% Ret 3Y 15.06% Ret 5Y 12.3%

Equity, Flexi Cap funds Aditya Birla Sun Life Dynamic Asset Allocation Omni FoF Regular-IDCW Half Yearly Ret 1M -5.66% Ret 1Y 6.09% Ret 3Y 15.06% Ret 5Y 12.3%

Equity, Flexi Cap funds Aditya Birla Sun Life Dynamic Asset Allocation Omni FoF Regular-IDCW Half Yearly Payout Ret 1M -5.66% Ret 1Y 6.09% Ret 3Y 15.06% Ret 5Y 12.3%

Equity, Flexi Cap funds Axis Balanced Advantage Fund Regular-Growth Ret 1M -6.62% Ret 1Y 0.49% Ret 3Y 12.96% Ret 5Y 9.6%

Equity, Flexi Cap funds Axis Balanced Advantage Fund Regular-IDCW Payout Ret 1M -6.62% Ret 1Y 0.49% Ret 3Y 12.96% Ret 5Y 9.6%

Equity, Flexi Cap funds Axis Balanced Advantage Fund Regular-IDCW Reinvestment Ret 1M -6.62% Ret 1Y 0.49% Ret 3Y 12.96% Ret 5Y 9.6%

Equity, Flexi Cap funds Axis Retirement Fund - Dynamic Plan Regular-Growth Ret 1M -10.41% Ret 1Y -5.16% Ret 3Y 11.67% Ret 5Y 7.63%

Equity, Flexi Cap funds Axis Retirement Fund - Dynamic Plan Regular-IDCW Ret 1M -10.41% Ret 1Y -5.16% Ret 3Y 11.67% Ret 5Y 7.63%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 0.57%

Exit Load 0%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

Bhavik Dave

Education Mr. Dave is a BBA and PGDM

Experience Prior joining to Nippon India Mutual Fund he has worked with Motilal Oswal Securities Limited - Research Associate (Institutional Equities), Crisil Global Analytics Centre - Credit Analyst – US Oil & Gas Sector, Grantham Mayo, Van Otterloo & Co. - Research Associate Internship.

Ashutosh Bhargava

Education Mr. Bhargava is B.Com & MBA (Finance)

Experience Prior to joining Nippon India Mutual Fund he has worked with Reliance Capital Ltd and JP Morgan India Service Pvt. Ltd.

Amber Singhania

Education MMS Finance (Mumbai University)

Experience Prior to joining the Nippon India AMC, he was associated with Asian Markets Securities Pvt. Ltd.

Sushil Budhia

Education Mr. Budhia has done CA

Experience Prior to joining Nippon India Mutual Fund, he has worked with YES Bank as Senior President, Axis Bank and UTI Mutual Fund.

Amar Kalkundrikar

Education Mr. Kalkundrikar has done B.Com, CA, CFA, and MBA from Columbia Business School.

Experience Prior to joining HDFC Asset Management Company Limited, he has worked with Nippon India Mutual Fund, and HDFC AMC. He worked with multiple roles at HDFC MF.

Lokesh Maru

Education Bachelor of Technology, CFA, FRM

Experience Prior to joining the Nippon AMC, he was associated with BlackRock Services India Private Ltd, CRISIL Ltd.

Divya Dutt Sharma

Education Bachelor of Commerce, MSC Banking & Finance.

Experience Prior to joining the Nippon AMC, he was associated with Bhramrishi Mission NGO, Equations LLC, V.K Pamecha and Associates.

Kinjal Desai

Education Ms. Desai has done B.A (Economics), MSc. (Economics) and has cleared CFA Level 1

Experience She has been working with Nippon India Mutual Fund since year, 2012

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at very high risk

AMC and Fund details

Rank (total sets) 8

Date of Incorporation 2013-01-01

Total AUM 741773.83

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.

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Nippon India Balanced Advantage Fund Direct-Bonus FAQs

How to invest in Nippon India Balanced Advantage Fund Direct-Bonus?

Investing in Nippon India Balanced Advantage Fund Direct-Bonus through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.

What is the expense ratio of Nippon India Balanced Advantage Fund Direct-Bonus?

The term expense ratio for Nippon India Balanced Advantage Fund Direct-Bonus or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of Nippon India Balanced Advantage Fund Direct-Bonus is 0.57% as of 24 Mar 2026.

What is the NAV of Nippon India Balanced Advantage Fund Direct-Bonus?

The NAV of Nippon India Balanced Advantage Fund Direct-Bonus is ₹9.6826 as of 24 Mar 2026.

What is the AUM of Nippon India Balanced Advantage Fund Direct-Bonus?

The AUM (Assets Under Management) of Nippon India Balanced Advantage Fund Direct-Bonus is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of Nippon India Balanced Advantage Fund Direct-Bonus is ₹9687.94 Cr as of 24 Mar 2026.

What is the PE and PB ratio of Nippon India Balanced Advantage Fund Direct-Bonus?

The PE ratio of Nippon India Balanced Advantage Fund Direct-Bonus shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.

Can I invest in SIP and Lump Sum in Nippon India Balanced Advantage Fund Direct-Bonus?

Yes, you can invest in Nippon India Balanced Advantage Fund Direct-Bonus through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.

What is the return of Nippon India Balanced Advantage Fund Direct-Bonus in the last 5 years?

The return of Nippon India Balanced Advantage Fund Direct-Bonus in the last 5 years is 10.45%.

What is the minimum SIP investment required in Nippon India Balanced Advantage Fund Direct-Bonus?

The minimum SIP investment in Nippon India Balanced Advantage Fund Direct-Bonus depends on the fund's scheme rules and usually starts at a small amount. For Nippon India Balanced Advantage Fund Direct-Bonus, the minimum SIP amount is ₹0.

What is the current NAV of Nippon India Balanced Advantage Fund Direct-Bonus?

The NAV of Nippon India Balanced Advantage Fund Direct-Bonus, as of 24 Mar 2026, is ₹9.6826.

Who manages the Nippon India Balanced Advantage Fund Direct-Bonus?

The fund managers responsible for Nippon India Balanced Advantage Fund Direct-Bonus are: