Past performance is no guarantee of future returns.
Had you invested
₹
Over the last
1Y
3Y
ALL
Your returns would have been
Nippon India Balanced Advantage (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 28th Feb
Top holdings
Cash Offset For Derivatives
11.1%
HDFC Bank Ltd
5.9%
ICICI Bank Ltd
5.2%
Infosys Ltd
4.1%
Bharti Airtel Ltd
2.8%
Axis Bank Ltd
2.4%
NTPC Ltd
2.1%
Reliance Industries Ltd
2.0%
Triparty Repo
1.7%
Larsen & Toubro Ltd
1.7%
Top industry exposure
Financial Services
21.3%
Industrials
8.1%
Consumer Cyclical
8.0%
Consumer Defensive
7.2%
Technology
7.0%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
296%
Lock-in period
-
Exit load
• 0% for redemption between 0% to 10% units and 1% for redemption between 10% to Maximum% units and within 365 days
Fund objective
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.