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Top 3 Best Balanced Funds by Nippon/Reliance Mutual Fund 2023

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Top 3 Best Balanced Funds by Nippon/Reliance Mutual Fund 2023

Updated on January 31, 2023 , 3838 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 (%)2022 (%)
Nippon India Arbitrage Fund Growth ₹22.4657
↓ -0.01
₹8,8411.62.74.34.14.94.2
Nippon India Equity Hybrid Fund Growth ₹69.1907
↑ 0.09
₹2,929-1.342.28.54.56.6
Nippon India Hybrid Bond Fund Growth ₹46.2983
↑ 0.02
₹7221.12.94.43.22.54.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Feb 23

1. 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 6.8% since its launch.  Ranked 3 in Arbitrage category.  Return for 2022 was 4.2% , 2021 was 3.8% and 2020 was 4.3% .

Below is the key information for Nippon India Arbitrage Fund

Nippon India Arbitrage Fund
Growth
Launch Date 14 Oct 10
NAV (02 Feb 23) ₹22.4657 ↓ -0.01   (-0.07 %)
Net Assets (Cr) ₹8,841 on 31 Dec 22
Category Hybrid - Arbitrage
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately Low
Expense Ratio 1.02
Sharpe Ratio -1.4
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
31 Jan 18₹10,000
31 Jan 19₹10,650
31 Jan 20₹11,309
31 Jan 21₹11,745
31 Jan 22₹12,229
31 Jan 23₹12,735

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 ₹340,450.
Net Profit of ₹40,450
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 Feb 23

DurationReturns
1 Month 0.5%
3 Month 1.6%
6 Month 2.7%
1 Year 4.3%
3 Year 4.1%
5 Year 4.9%
10 Year
15 Year
Since launch 6.8%
Historical performance (Yearly) on absolute basis
YearReturns
2022 4.2%
2021 3.8%
2020 4.3%
2019 6.2%
2018 6.8%
2017 5.5%
2016 6.6%
2015 8.1%
2014 8%
2013 9.7%
Fund Manager information for Nippon India Arbitrage Fund
NameSinceTenure
Anju Chhajer1 Feb 202.92 Yr.
Kinjal Desai25 May 184.61 Yr.
Anand Gupta12 Sep 184.3 Yr.
Akshay Sharma1 Dec 220.08 Yr.

Data below for Nippon India Arbitrage Fund as on 31 Dec 22

Asset Allocation
Asset ClassValue
Cash92.53%
Debt7.88%
Equity Sector Allocation
SectorValue
Financial Services23.12%
Basic Materials12.47%
Industrials8.49%
Consumer Cyclical5.03%
Energy5.02%
Technology3.98%
Health Care3.44%
Communication Services3.13%
Consumer Defensive3.05%
Utility1.79%
Real Estate0.55%
Debt Sector Allocation
SectorValue
Cash Equivalent86.07%
Government6.69%
Corporate6.28%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Nippon India Money Market Dir Gr
Investment Fund | -
7%₹651 Cr1,868,640
Nippon India Liquid Dir Gr
Investment Fund | -
5%₹463 Cr855,533
Nippon India Low Duration Dir Gr
Investment Fund | -
4%₹371 Cr1,131,266
Future on Kotak Mahindra Bank Ltd
Derivatives | -
4%-₹367 Cr1,996,800
↑ 1,996,800
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 22 | KOTAKBANK
4%₹365 Cr1,996,800
↑ 1,294,000
Future on ICICI Bank Ltd
Derivatives | -
3%-₹290 Cr3,228,400
↑ 3,228,400
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 20 | ICICIBANK
3%₹288 Cr3,228,400
↑ 241,900
Future on Adani Ports & Special Economic Zone Ltd
Derivatives | -
3%-₹279 Cr3,386,875
↑ 3,386,875
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 Oct 19 | ADANIPORTS
3%₹277 Cr3,386,875
↓ -46,875
Future on Reliance Industries Ltd
Derivatives | -
3%-₹232 Cr906,250
↑ 906,250

2. 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 11.6% since its launch.  Ranked 8 in Hybrid Equity category.  Return for 2022 was 6.6% , 2021 was 27.8% and 2020 was -5.3% .

Below is the key information for Nippon India Equity Hybrid Fund

Nippon India Equity Hybrid Fund
Growth
Launch Date 8 Jun 05
NAV (02 Feb 23) ₹69.1907 ↑ 0.09   (0.12 %)
Net Assets (Cr) ₹2,929 on 31 Dec 22
Category Hybrid - Hybrid Equity
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 2.01
Sharpe Ratio 0.18
Information Ratio -0.51
Alpha Ratio 1.79
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
31 Jan 18₹10,000
31 Jan 19₹9,120
31 Jan 20₹9,551
31 Jan 21₹9,078
31 Jan 22₹11,712
31 Jan 23₹12,225

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 ₹340,450.
Net Profit of ₹40,450
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 Feb 23

DurationReturns
1 Month -2%
3 Month -1.3%
6 Month 4%
1 Year 2.2%
3 Year 8.5%
5 Year 4.5%
10 Year
15 Year
Since launch 11.6%
Historical performance (Yearly) on absolute basis
YearReturns
2022 6.6%
2021 27.8%
2020 -5.3%
2019 3%
2018 -4.9%
2017 29.5%
2016 4.2%
2015 8.7%
2014 43.2%
2013 3.5%
Fund Manager information for Nippon India Equity Hybrid Fund
NameSinceTenure
Meenakshi Dawar10 Sep 211.31 Yr.
Kinjal Desai25 May 184.61 Yr.
Sushil Budhia1 Feb 202.92 Yr.

Data below for Nippon India Equity Hybrid Fund as on 31 Dec 22

Asset Allocation
Asset ClassValue
Cash3.32%
Equity72.76%
Debt23.92%
Equity Sector Allocation
SectorValue
Financial Services26.98%
Technology9.16%
Industrials7.93%
Consumer Cyclical5.49%
Consumer Defensive5.45%
Health Care5.28%
Energy5.1%
Basic Materials2.81%
Communication Services2.43%
Utility1.68%
Real Estate0.46%
Debt Sector Allocation
SectorValue
Corporate15.03%
Government8.89%
Cash Equivalent3.32%
Credit Quality
RatingValue
A2.7%
AA27.2%
AAA70.11%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 28 Feb 11 | INFY
6%₹181 Cr1,200,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK
5%₹145 Cr891,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 12 | ICICIBANK
5%₹140 Cr1,570,000
↓ -120,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 14 | RELIANCE
5%₹140 Cr548,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 28 Feb 17 | HDFC
5%₹135 Cr512,236
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 13 | LT
4%₹120 Cr575,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | AXISBANK
4%₹113 Cr1,209,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Oct 11 | SUNPHARMA
3%₹84 Cr840,000
State Bank of India (Financial Services)
Equity, Since 31 Jul 16 | SBIN
3%₹80 Cr1,300,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 16 | ITC
3%₹76 Cr2,300,000

3. Nippon India Hybrid Bond Fund

(Erstwhile Reliance Monthly Income Plan)

The primary investment objective of the Scheme is to generate regular income in order to make regular dividend payments to unit holders and the secondary objective is growth of capital.

Nippon India Hybrid Bond Fund is a Hybrid - Hybrid Debt fund was launched on 29 Dec 03. It is a fund with Moderate risk and has given a CAGR/Annualized return of 8.4% since its launch.  Ranked 30 in Hybrid Debt category.  Return for 2022 was 4.8% , 2021 was 10.1% and 2020 was -8.5% .

Below is the key information for Nippon India Hybrid Bond Fund

Nippon India Hybrid Bond Fund
Growth
Launch Date 29 Dec 03
NAV (02 Feb 23) ₹46.2983 ↑ 0.02   (0.04 %)
Net Assets (Cr) ₹722 on 31 Dec 22
Category Hybrid - Hybrid Debt
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderate
Expense Ratio 1.88
Sharpe Ratio -0.08
Information Ratio -1.06
Alpha Ratio 0.69
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jan 18₹10,000
31 Jan 19₹10,402
31 Jan 20₹10,204
31 Jan 21₹9,737
31 Jan 22₹10,747
31 Jan 23₹11,218

Nippon India Hybrid Bond Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹323,701.
Net Profit of ₹23,701
Invest Now

Returns for Nippon India Hybrid Bond 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 Feb 23

DurationReturns
1 Month 0.1%
3 Month 1.1%
6 Month 2.9%
1 Year 4.4%
3 Year 3.2%
5 Year 2.5%
10 Year
15 Year
Since launch 8.4%
Historical performance (Yearly) on absolute basis
YearReturns
2022 4.8%
2021 10.1%
2020 -8.5%
2019 2.8%
2018 4%
2017 9.3%
2016 9.2%
2015 6.2%
2014 23.4%
2013 3.5%
Fund Manager information for Nippon India Hybrid Bond Fund
NameSinceTenure
Dhrumil Shah10 Sep 211.31 Yr.
Kinjal Desai29 Dec 0319.02 Yr.
Sushil Budhia1 Feb 202.92 Yr.

Data below for Nippon India Hybrid Bond Fund as on 31 Dec 22

Asset Allocation
Asset ClassValue
Cash19.18%
Equity12.36%
Debt68.46%
Equity Sector Allocation
SectorValue
Financial Services4.47%
Technology1.7%
Energy1.57%
Consumer Defensive1.04%
Industrials0.93%
Basic Materials0.85%
Consumer Cyclical0.82%
Health Care0.47%
Communication Services0.28%
Utility0.23%
Debt Sector Allocation
SectorValue
Corporate64.17%
Cash Equivalent15.86%
Government7.62%
Credit Quality
RatingValue
A25.24%
AA41.28%
AAA33.48%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Rural Electrification Corporation Limited
Debentures | -
6%₹44 Cr450
Lodha Developers Private Limited
Debentures | -
4%₹28 Cr280
JSW Steel Limited
Debentures | -
3%₹25 Cr250
7.35% Govt Stock 2024
Sovereign Bonds | -
3%₹25 Cr2,500,000
The Tata Power Company Limited
Debentures | -
3%₹25 Cr250
Shriram Housing Finance Limited
Debentures | -
3%₹25 Cr250
7.1% Govt Stock 2029
Sovereign Bonds | -
3%₹25 Cr2,500,000
Spandana Sphoorty Financial Limited
Debentures | -
3%₹25 Cr250
Tata Realty And Infrastructure Limited
Debentures | -
3%₹24 Cr250
Greenlam Industries Limited
Debentures | -
3%₹24 Cr250

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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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