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Top 3 Best Balanced Funds by Nippon/Reliance Mutual Fund 2021

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Top 3 Best Balanced Funds by Nippon/Reliance Mutual Fund 2021

Updated on November 29, 2021 , 2306 views

Balanced Fund are a combination of both debt and Equity Funds. These funds provide benefits of both funds, i.e., long-term wealth creation by equity and regular returns by Investing in Debt fund. Generally, these funds are a good option for the investors who are looking for ways to diversify their investments within a short to medium time period with less risk to moderate risk.

Nippon India Mutual Fund (Formerly known as Reliance Mutual Fund), being one of the leading AMCs in India, investors often look at the top performing schemes of this fund house. Thus, we have shortlisted top 3 best balanced funds by Nippon/Reliance MF. Important parameters like AUM, NAV, past performances, have been undertaken to shortlist these funds. Investors can invest in these balanced funds and earn optimal returns.

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NipponIndia-MF

Important Information

From October 2019, Reliance Mutual Fund has been renamed as Nippon India Mutual Fund. Nippon Life has acquired majority (75%) stakes in Reliance Nippon Asset Management (RNAM). The company will continue to run its operations without any change in structure and management.

Why Invest in Nippon/Reliance Mutual Funds?

  • Innovative: The AMC consistently delivers new and innovative schemes to its investors.

  • Great Customer Care: The company takes great care of its investors. It has a very stable and high-functioning customer support team in place to help the investors.

  • Seasoned Experience: Reliance has been in the market for over two decades. It has an experience and expertise in fund management and financial services.

  • Strong Network: The distribution network of Nippon India Mutual Fund is very strong. It has a presence in over 150 cities in India.

Best Nippon/Reliance Balanced Mutual Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)
Nippon India Equity Hybrid Fund Growth ₹66.0923
↑ 0.63
₹3,5002.19.533.27.48.6-5.3
Nippon India Arbitrage Fund Growth ₹21.4015
↑ 0.00
₹12,1360.823.94.85.44.3
Nippon India Balanced Advantage Fund Growth ₹120.875
↑ 0.51
₹5,130-0.2619.311.811.911.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Dec 21

1. Nippon India Equity Hybrid Fund

(Erstwhile Reliance Regular Savings Fund - Balanced Plan)

The primary investment objective of this option is to generate consistent returns and appreciation of capital by investing in mix of securities comprising of Equity, Equity related instruments & fixed income instruments.

Nippon India Equity Hybrid Fund is a Hybrid - Hybrid Equity fund was launched on 8 Jun 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.1% since its launch.  Ranked 8 in Hybrid Equity category.  Return for 2020 was -5.3% , 2019 was 3% and 2018 was -4.9% .

Below is the key information for Nippon India Equity Hybrid Fund

Nippon India Equity Hybrid Fund
Growth
Launch Date 8 Jun 05
NAV (02 Dec 21) ₹66.0923 ↑ 0.63   (0.96 %)
Net Assets (Cr) ₹3,500 on 31 Oct 21
Category Hybrid - Hybrid Equity
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.97
Sharpe Ratio 3.35
Information Ratio -0.89
Alpha Ratio 7.27
Min Investment 500
Min SIP Investment 100
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 16₹10,000
30 Nov 17₹12,539
30 Nov 18₹12,173
30 Nov 19₹12,539
30 Nov 20₹11,153
30 Nov 21₹14,956

Nippon India Equity Hybrid Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357
Invest Now

Returns for Nippon India Equity Hybrid Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Dec 21

DurationReturns
1 Month -2%
3 Month 2.1%
6 Month 9.5%
1 Year 33.2%
3 Year 7.4%
5 Year 8.6%
10 Year
15 Year
Since launch 12.1%
Historical performance (Yearly) on absolute basis
YearReturns
2020 -5.3%
2019 3%
2018 -4.9%
2017 29.5%
2016 4.2%
2015 8.7%
2014 43.2%
2013 3.5%
2012 33.9%
2011 -19.3%
Fund Manager information for Nippon India Equity Hybrid Fund
NameSinceTenure
Meenakshi Dawar10 Sep 210.14 Yr.
Kinjal Desai25 May 183.44 Yr.
Sushil Budhia1 Feb 201.75 Yr.

Data below for Nippon India Equity Hybrid Fund as on 31 Oct 21

Asset Allocation
Asset ClassValue
Cash4.53%
Equity73.34%
Debt22.13%
Equity Sector Allocation
SectorValue
Financial Services26.88%
Technology10.9%
Basic Materials6.88%
Industrials6.76%
Energy6.17%
Consumer Defensive4.5%
Communication Services3.4%
Health Care3.15%
Consumer Cyclical3.08%
Utility1.42%
Debt Sector Allocation
SectorValue
Corporate17.86%
Cash Equivalent4.53%
Government3.68%
Securitized0.59%
Credit Quality
RatingValue
A35.03%
AA18.2%
AAA46.76%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 28 Feb 11 | INFY
9%₹300 Cr1,800,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK
6%₹227 Cr1,435,000
↓ -310,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 12 | ICICIBANK
6%₹225 Cr2,800,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 14 | RELIANCE
6%₹202 Cr798,000
↓ -130,000
U.P. Power Corporation Limited
Debentures | -
4%₹152 Cr1,500
↑ 1,500
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 28 Feb 17 | HDFC
4%₹134 Cr470,236
↓ -50,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215
3%₹119 Cr1,600,000
↓ -100,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 13 | LT
3%₹115 Cr650,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 19 | BHARTIARTL
3%₹115 Cr1,675,000
↓ -200,000
State Bank of India (Financial Services)
Equity, Since 31 Jul 16 | SBIN
3%₹100 Cr2,000,000

2. Nippon India Arbitrage Fund

(Erstwhile Reliance Arbitrage Advantage Fund)

The investment objective of the scheme is to generate income by taking advantage of the arbitrage opportunities that potentially exists between cash and derivative market and within the derivative segment along with investments in debt securities & money market instruments.

Nippon India Arbitrage Fund is a Hybrid - Arbitrage fund was launched on 14 Oct 10. It is a fund with Moderately Low risk and has given a CAGR/Annualized return of 7.1% since its launch.  Ranked 3 in Arbitrage category.  Return for 2020 was 4.3% , 2019 was 6.2% and 2018 was 6.8% .

Below is the key information for Nippon India Arbitrage Fund

Nippon India Arbitrage Fund
Growth
Launch Date 14 Oct 10
NAV (02 Dec 21) ₹21.4015 ↑ 0.00   (0.02 %)
Net Assets (Cr) ₹12,136 on 31 Oct 21
Category Hybrid - Arbitrage
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately Low
Expense Ratio 1.02
Sharpe Ratio 0.39
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Months (0.25%),1 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 16₹10,000
30 Nov 17₹10,569
30 Nov 18₹11,297
30 Nov 19₹12,002
30 Nov 20₹12,501
30 Nov 21₹13,007

Nippon India Arbitrage Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹349,120.
Net Profit of ₹49,120
Invest Now

Returns for Nippon India Arbitrage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Dec 21

DurationReturns
1 Month 0.5%
3 Month 0.8%
6 Month 2%
1 Year 3.9%
3 Year 4.8%
5 Year 5.4%
10 Year
15 Year
Since launch 7.1%
Historical performance (Yearly) on absolute basis
YearReturns
2020 4.3%
2019 6.2%
2018 6.8%
2017 5.5%
2016 6.6%
2015 8.1%
2014 8%
2013 9.7%
2012 9.9%
2011 8.3%
Fund Manager information for Nippon India Arbitrage Fund
NameSinceTenure
Anju Chhajer1 Feb 201.75 Yr.
Kinjal Desai25 May 183.44 Yr.
Anand Gupta12 Sep 183.14 Yr.

Data below for Nippon India Arbitrage Fund as on 31 Oct 21

Asset Allocation
Asset ClassValue
Cash86.84%
Debt13.64%
Equity Sector Allocation
SectorValue
Basic Materials15.7%
Financial Services11.6%
Industrials6.71%
Technology6.13%
Health Care6.01%
Energy5.2%
Consumer Defensive4.98%
Consumer Cyclical4.3%
Communication Services3.33%
Utility1.41%
Real Estate0.94%
Debt Sector Allocation
SectorValue
Cash Equivalent85.91%
Government11.61%
Corporate2.96%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Nippon India Money Market Dir Gr
Investment Fund | -
6%₹782 Cr2,377,640
Nippon India Liquid Dir Gr
Investment Fund | -
4%₹439 Cr855,533
Future on Tata Consultancy Services Ltd
Derivatives | -
3%-₹424 Cr1,242,300
↑ 949,500
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 20 | TCS
3%₹422 Cr1,242,300
↑ 949,500
Future on Adani Ports & Special Economic Zone Ltd
Derivatives | -
3%-₹409 Cr5,890,000
↑ 265,000
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 Oct 19 | 532921
3%₹408 Cr5,890,000
↑ 265,000
8.20% Govt Stock 2022
Sovereign Bonds | -
3%₹385 Cr38,000,000
Nippon India Low Duration Dir Gr
Investment Fund | -
3%₹352 Cr1,131,266
Future on Grasim Industries Ltd
Derivatives | -
2%-₹297 Cr1,719,500
↑ 6,175
Grasim Industries Ltd (Basic Materials)
Equity, Since 31 Jul 17 | GRASIM
2%₹296 Cr1,719,500
↑ 6,175

3. Nippon India Balanced Advantage Fund

(Erstwhile Reliance NRI Equity Fund)

The investment objective of the Scheme is to generate optimal returns by investing in equity or equity related instruments primarily drawn from the Companies in the S&P BSE 200 Index. The Scheme may also invest in listed companies that are in the top 200 by market capitalization on the BSE. The Scheme may also invest in large IPO’s where the market capitalization of the Company making the IPO based on the Issue price would make such company to be a part of the top 200 companies listed on the BSE based on market capitalization. The fund will have the flexibility to invest in a broad range of companies with an objective to maximize the returns, at the same time trying to minimize the risk by reasonable diversification. The selection of the companies will be done so as to capture the growth in the Indian economy. The fund will be focusing on companies with relatively higher market capitalization and having good liquidity in the stock market.

Nippon India Balanced Advantage Fund is a Hybrid - Dynamic Allocation fund was launched on 15 Nov 04. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.7% since its launch.  Ranked 46 in Dynamic Allocation category.  Return for 2020 was 11.2% , 2019 was 8.3% and 2018 was 0.4% .

Below is the key information for Nippon India Balanced Advantage Fund

Nippon India Balanced Advantage Fund
Growth
Launch Date 15 Nov 04
NAV (02 Dec 21) ₹120.875 ↑ 0.51   (0.43 %)
Net Assets (Cr) ₹5,130 on 31 Oct 21
Category Hybrid - Dynamic Allocation
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 2.1
Sharpe Ratio 3.07
Information Ratio -1.29
Alpha Ratio 3.04
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 16₹10,000
30 Nov 17₹12,212
30 Nov 18₹12,479
30 Nov 19₹13,589
30 Nov 20₹14,509
30 Nov 21₹17,388

Nippon India Balanced Advantage Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for Nippon India Balanced Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Dec 21

DurationReturns
1 Month -1.8%
3 Month -0.2%
6 Month 6%
1 Year 19.3%
3 Year 11.8%
5 Year 11.9%
10 Year
15 Year
Since launch 15.7%
Historical performance (Yearly) on absolute basis
YearReturns
2020 11.2%
2019 8.3%
2018 0.4%
2017 25.2%
2016 6.4%
2015 0.9%
2014 38.4%
2013 4.6%
2012 39.3%
2011 -24.5%
Fund Manager information for Nippon India Balanced Advantage Fund
NameSinceTenure
Manish Gunwani7 May 183.49 Yr.
Ashutosh Bhargava7 May 183.49 Yr.
Kinjal Desai25 May 183.44 Yr.
Amar Kalkundrikar20 Oct 201.03 Yr.
Sushil Budhia31 Mar 210.59 Yr.

Data below for Nippon India Balanced Advantage Fund as on 31 Oct 21

Asset Allocation
Asset ClassValue
Cash27.33%
Equity48.73%
Debt23.93%
Equity Sector Allocation
SectorValue
Financial Services24.63%
Technology8.25%
Consumer Defensive7.24%
Energy5.13%
Consumer Cyclical4.34%
Basic Materials4.14%
Industrials3.83%
Health Care3.8%
Communication Services2.26%
Utility1.92%
Real Estate0.01%
Debt Sector Allocation
SectorValue
Cash Equivalent27.33%
Corporate11.99%
Government11.95%
Credit Quality
RatingValue
AA24.67%
AAA75.33%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
6%₹322 Cr4,019,926
↑ 500,000
Infosys Ltd (Technology)
Equity, Since 31 May 09 | INFY
4%₹230 Cr1,378,450
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 11 | HDFCBANK
4%₹210 Cr1,329,813
Reliance Industries Ltd (Energy)
Equity, Since 31 May 18 | RELIANCE
3%₹160 Cr631,745
8.35% Govt Stock 2022
Sovereign Bonds | -
2%₹128 Cr12,500,000
5.22% GOI 2025
Sovereign Bonds | -
2%₹124 Cr12,500,000
↑ 7,500,000
State Bank of India (Financial Services)
Equity, Since 31 Mar 09 | SBIN
2%₹123 Cr2,447,992
↑ 140,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Mar 20 | 500696
2%₹114 Cr478,445
↑ 26,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 532215
2%₹113 Cr1,529,434
↑ 305,000
Future on ICICI Bank Ltd
Derivatives | -
2%-₹105 Cr1,304,875
↓ -171,875

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Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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