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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 February 26, 2021 , 1360 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 ₹55.6717
↓ -1.47
₹4,24414.924.56.80.39-5.3
Nippon India Arbitrage Fund Growth ₹20.7495
↑ 0.02
₹9,5150.81.73.85.45.84.3
Nippon India Balanced Advantage Fund Growth ₹108.248
↓ -1.48
₹2,8878.614.114.17.714.311.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Feb 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 11.5% 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 (26 Feb 21) ₹55.6717 ↓ -1.47   (-2.56 %)
Net Assets (Cr) ₹4,244 on 31 Jan 21
Category Hybrid - Hybrid Equity
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 2.12
Sharpe Ratio -0.05
Information Ratio -1.25
Alpha Ratio -23.83
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
29 Feb 16₹10,000
28 Feb 17₹12,844
28 Feb 18₹15,161
28 Feb 19₹14,239
29 Feb 20₹13,981
28 Feb 21₹15,388

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 26 Feb 21

DurationReturns
1 Month 5.5%
3 Month 14.9%
6 Month 24.5%
1 Year 6.8%
3 Year 0.3%
5 Year 9%
10 Year
15 Year
Since launch 11.5%
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
Sanjay H Parekh2 Apr 128.84 Yr.
Sushil Budhia1 Feb 201 Yr.

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

Asset Allocation
Asset ClassValue
Cash4.63%
Equity74.06%
Debt21.31%
Equity Sector Allocation
SectorValue
Financial Services25.84%
Technology9.11%
Industrials8.89%
Basic Materials7.89%
Energy7.65%
Consumer Defensive4.02%
Communication Services3.65%
Health Care2.86%
Utility2.41%
Consumer Cyclical1.74%
Debt Sector Allocation
SectorValue
Corporate18.98%
Government3.24%
Cash Equivalent2.87%
Securitized0.85%
Credit Quality
RatingValue
A34.85%
AA27.06%
AAA38.09%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK
8%₹358 Cr2,575,000
↓ -175,000
Infosys Ltd (Technology)
Equity, Since 28 Feb 11 | INFY
8%₹322 Cr2,600,000
↓ -100,000
ICICI Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Apr 12 | ICICIBANK
5%₹220 Cr4,100,000
↓ -900,000
Reliance Industries Ltd Ordinary Shares (Energy)
Equity, Since 31 Jul 14 | RELIANCE
4%₹184 Cr1,000,000
↓ -200,000
Grasim Industries Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Oct 16 | GRASIM
4%₹177 Cr1,680,000
↓ -420,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215
4%₹166 Cr2,500,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 19 | BHARTIARTL
4%₹155 Cr2,800,000
↓ -500,000
U.P. Power Corporation Limited
Debentures | -
4%₹150 Cr1,500
Adani Ports & Special Economic Zone Ltd Ordinary Shares (Industrials)
Equity, Since 31 Aug 18 | 532921
3%₹143 Cr2,800,000
↓ -200,000
State Bank of India Ordinary Shares (Financial Services)
Equity, Since 31 Jul 16 | SBIN
3%₹121 Cr4,300,001
↓ -200,000

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 7.3% 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 (26 Feb 21) ₹20.7495 ↑ 0.02   (0.10 %)
Net Assets (Cr) ₹9,515 on 31 Jan 21
Category Hybrid - Arbitrage
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately Low
Expense Ratio 1.05
Sharpe Ratio -0.31
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
29 Feb 16₹10,000
28 Feb 17₹10,652
28 Feb 18₹11,320
28 Feb 19₹12,026
29 Feb 20₹12,819
28 Feb 21₹13,252

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 26 Feb 21

DurationReturns
1 Month 0.3%
3 Month 0.8%
6 Month 1.7%
1 Year 3.8%
3 Year 5.4%
5 Year 5.8%
10 Year
15 Year
Since launch 7.3%
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 Yr.
Anand Gupta12 Sep 182.39 Yr.

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

Asset Allocation
Asset ClassValue
Cash90.4%
Debt10%
Equity Sector Allocation
SectorValue
Financial Services19.67%
Basic Materials10.58%
Health Care7.91%
Communication Services6.53%
Energy6.31%
Consumer Cyclical4.64%
Consumer Defensive4%
Industrials3.44%
Technology2.79%
Utility1.9%
Real Estate0.43%
Debt Sector Allocation
SectorValue
Cash Equivalent83.78%
Corporate8.55%
Government8.06%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Nippon India Money Market Dir Gr
Investment Fund | -
8%₹760 Cr2,377,640
Future on Bharti Airtel Ltd
Derivatives | -
5%-₹512 Cr9,195,768
↑ 981,030
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 17 | BHARTIARTL
5%₹509 Cr9,195,768
↑ 981,030
Future on Housing Development Finance Corp Ltd Ordinary Shares
Derivatives | -
5%-₹505 Cr2,113,200
↑ 2,113,200
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jan 18 | HDFC
5%₹502 Cr2,113,200
↑ 633,600
Future on ICICI Bank Ltd
Derivatives | -
5%-₹476 Cr8,811,000
↑ 1,710,500
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 20 | ICICIBANK
5%₹473 Cr8,811,000
↑ 1,710,500
Future on Reliance Industries Ltd Ordinary Shares
Derivatives | -
4%-₹373 Cr2,015,250
↑ 2,015,250
Reliance Industries Ltd Shs Dematerialised (Energy)
Equity, Since 31 Dec 17 | RELIANCE
4%₹352 Cr1,909,000
↓ -40,750
Nippon India Liquid Dir Gr
Investment Fund | -
3%₹328 Cr655,857

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 15.8% 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 (26 Feb 21) ₹108.248 ↓ -1.48   (-1.35 %)
Net Assets (Cr) ₹2,887 on 31 Jan 21
Category Hybrid - Dynamic Allocation
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 2.14
Sharpe Ratio 0.35
Information Ratio -0.94
Alpha Ratio -5.24
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
29 Feb 16₹10,000
28 Feb 17₹13,505
28 Feb 18₹15,519
28 Feb 19₹15,716
29 Feb 20₹16,796
28 Feb 21₹19,547

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 ₹436,710.
Net Profit of ₹136,710
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 26 Feb 21

DurationReturns
1 Month 2.2%
3 Month 8.6%
6 Month 14.1%
1 Year 14.1%
3 Year 7.7%
5 Year 14.3%
10 Year
15 Year
Since launch 15.8%
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
Prashant Pimple1 Feb 201 Yr.
Manish Gunwani7 May 182.74 Yr.
Ashutosh Bhargava7 May 182.74 Yr.
Kinjal Desai25 May 182.69 Yr.
Amar Kalkundrikar20 Oct 200.28 Yr.

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

Asset Allocation
Asset ClassValue
Cash39.11%
Equity40.63%
Debt20.26%
Equity Sector Allocation
SectorValue
Financial Services26.72%
Technology9.43%
Consumer Defensive6.47%
Energy5.67%
Health Care5.25%
Consumer Cyclical5.08%
Industrials3.79%
Basic Materials2.8%
Communication Services1.63%
Utility1.24%
Real Estate0.01%
Debt Sector Allocation
SectorValue
Cash Equivalent39.11%
Corporate15.41%
Government4.85%
Credit Quality
RatingValue
A10.74%
AA36.01%
AAA53.25%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Future on Nifty 50 INR Feb21
- | -
7%-₹200 Cr145,575
↑ 145,575
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 11 | HDFCBANK
6%₹174 Cr1,251,813
Infosys Ltd (Technology)
Equity, Since 31 May 09 | INFY
6%₹172 Cr1,386,550
↓ -50,000
ICICI Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
5%₹154 Cr2,863,426
↓ -395,000
Reliance Industries Ltd Ordinary Shares (Energy)
Equity, Since 31 May 18 | RELIANCE
4%₹120 Cr650,995
↓ -26,000
Nirma Limited
Debentures | -
3%₹99 Cr1,000
↓ -250
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 532215
3%₹83 Cr1,244,634
Future on HDFC Bank Ltd
Derivatives | -
2%-₹72 Cr515,350
↑ 130,350
Future on Infosys Ltd
Derivatives | -
2%-₹71 Cr570,600
↑ 128,400
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 18 | ITC
2%₹66 Cr3,242,313

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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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