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Top 3 Best Balanced Funds by Nippon/Reliance Mutual Fund 2022

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Top 3 Best Balanced Funds by Nippon/Reliance Mutual Fund 2022

Updated on September 28, 2022 , 3354 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 (%)2021 (%)
Nippon India Arbitrage Fund Growth ₹22.0371
↑ 0.00
₹9,3310.91.93.74.153.8
Nippon India Equity Hybrid Fund Growth ₹66.8856
↑ 0.85
₹3,0108.20.81.98.3527.8
Nippon India Hybrid Bond Fund Growth ₹45.251
↑ 0.11
₹7282.51.54.11.52.210.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Sep 22

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 2021 was 3.8% , 2020 was 4.3% and 2019 was 6.2% .

Below is the key information for Nippon India Arbitrage Fund

Nippon India Arbitrage Fund
Growth
Launch Date 14 Oct 10
NAV (30 Sep 22) ₹22.0371 ↑ 0.00   (0.00 %)
Net Assets (Cr) ₹9,331 on 31 Aug 22
Category Hybrid - Arbitrage
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately Low
Expense Ratio 1.02
Sharpe Ratio -1.14
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 Sep 17₹10,000
30 Sep 18₹10,645
30 Sep 19₹11,329
30 Sep 20₹11,865
30 Sep 21₹12,312

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 30 Sep 22

DurationReturns
1 Month 0.4%
3 Month 0.9%
6 Month 1.9%
1 Year 3.7%
3 Year 4.1%
5 Year 5%
10 Year
15 Year
Since launch 6.8%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2012 9.9%
Fund Manager information for Nippon India Arbitrage Fund
NameSinceTenure
Anju Chhajer1 Feb 202.58 Yr.
Kinjal Desai25 May 184.27 Yr.
Anand Gupta12 Sep 183.97 Yr.

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

Asset Allocation
Asset ClassValue
Cash88.65%
Equity0.43%
Debt10.92%
Equity Sector Allocation
SectorValue
Financial Services22.33%
Basic Materials9.48%
Energy8.19%
Consumer Cyclical6.74%
Industrials6.72%
Technology6.04%
Consumer Defensive2.87%
Utility2.79%
Health Care2.57%
Communication Services2.4%
Real Estate0.9%
Debt Sector Allocation
SectorValue
Cash Equivalent84.64%
Government11.02%
Corporate3.91%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Nippon India Money Market Dir Gr
Investment Fund | -
8%₹712 Cr2,085,640
↓ -292,000
Nippon India Liquid Dir Gr
Investment Fund | -
5%₹454 Cr855,533
Future on Adani Enterprises Ltd
Derivatives | -
4%-₹367 Cr1,143,500
↓ -273,500
Adani Enterprises Ltd (Energy)
Equity, Since 31 Aug 20 | 512599
4%₹365 Cr1,143,500
↓ -273,500
Nippon India Low Duration Dir Gr
Investment Fund | -
4%₹364 Cr1,131,266
Future on Adani Ports & Special Economic Zone Ltd
Derivatives | -
4%-₹355 Cr4,191,250
↓ -113,750
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 Oct 19 | 532921
4%₹353 Cr4,191,250
↓ -113,750
Future on HDFC Bank Ltd
Derivatives | -
4%-₹342 Cr2,292,400
↓ -941,600
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 22 | HDFCBANK
4%₹341 Cr2,292,400
↓ -941,600
Future on ICICI Bank Ltd
Derivatives | -
3%-₹323 Cr3,625,875
↑ 543,125

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 2021 was 27.8% , 2020 was -5.3% and 2019 was 3% .

Below is the key information for Nippon India Equity Hybrid Fund

Nippon India Equity Hybrid Fund
Growth
Launch Date 8 Jun 05
NAV (30 Sep 22) ₹66.8856 ↑ 0.85   (1.28 %)
Net Assets (Cr) ₹3,010 on 31 Aug 22
Category Hybrid - Hybrid Equity
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.97
Sharpe Ratio 0.21
Information Ratio -0.54
Alpha Ratio 0.22
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 Sep 17₹10,000
30 Sep 18₹10,227
30 Sep 19₹10,043
30 Sep 20₹8,249
30 Sep 21₹12,531

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 ₹349,120.
Net Profit of ₹49,120
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 30 Sep 22

DurationReturns
1 Month -1.7%
3 Month 8.2%
6 Month 0.8%
1 Year 1.9%
3 Year 8.3%
5 Year 5%
10 Year
15 Year
Since launch 11.6%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2012 33.9%
Fund Manager information for Nippon India Equity Hybrid Fund
NameSinceTenure
Meenakshi Dawar10 Sep 210.97 Yr.
Kinjal Desai25 May 184.27 Yr.
Sushil Budhia1 Feb 202.58 Yr.

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

Asset Allocation
Asset ClassValue
Cash5.72%
Equity73.94%
Debt20.34%
Equity Sector Allocation
SectorValue
Financial Services27.57%
Technology8.76%
Industrials7.68%
Consumer Defensive5.89%
Consumer Cyclical5.72%
Energy5.13%
Health Care4.93%
Communication Services3.51%
Basic Materials2.67%
Utility1.61%
Real Estate0.47%
Debt Sector Allocation
SectorValue
Corporate12.3%
Government7.62%
Cash Equivalent5.72%
Securitized0.41%
Credit Quality
RatingValue
A3.05%
AA27.12%
AAA69.83%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 12 | ICICIBANK
6%₹185 Cr2,090,000
↓ -500,000
Infosys Ltd (Technology)
Equity, Since 28 Feb 11 | INFY
6%₹179 Cr1,200,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK
6%₹167 Cr1,125,000
↓ -100,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 14 | RELIANCE
5%₹145 Cr548,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 28 Feb 17 | HDFC
4%₹113 Cr462,236
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 13 | LT
4%₹111 Cr575,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 19 | BHARTIARTL
3%₹101 Cr1,385,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215
3%₹96 Cr1,284,000
↓ -6,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 16 | ITC
3%₹93 Cr2,900,000
State Bank of India (Financial Services)
Equity, Since 31 Jul 16 | SBIN
3%₹90 Cr1,700,000
↓ -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 2021 was 10.1% , 2020 was -8.5% and 2019 was 2.8% .

Below is the key information for Nippon India Hybrid Bond Fund

Nippon India Hybrid Bond Fund
Growth
Launch Date 29 Dec 03
NAV (30 Sep 22) ₹45.251 ↑ 0.11   (0.24 %)
Net Assets (Cr) ₹728 on 31 Aug 22
Category Hybrid - Hybrid Debt
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderate
Expense Ratio 2.07
Sharpe Ratio 0.51
Information Ratio -1.16
Alpha Ratio 1.54
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
30 Sep 17₹10,000
30 Sep 18₹10,245
30 Sep 19₹10,636
30 Sep 20₹9,371
30 Sep 21₹10,690

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 30 Sep 22

DurationReturns
1 Month -0.2%
3 Month 2.5%
6 Month 1.5%
1 Year 4.1%
3 Year 1.5%
5 Year 2.2%
10 Year
15 Year
Since launch 8.4%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2012 16.8%
Fund Manager information for Nippon India Hybrid Bond Fund
NameSinceTenure
Dhrumil Shah10 Sep 210.97 Yr.
Kinjal Desai29 Dec 0318.69 Yr.
Sushil Budhia1 Feb 202.58 Yr.

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

Asset Allocation
Asset ClassValue
Cash18.04%
Equity12.19%
Debt69.77%
Equity Sector Allocation
SectorValue
Financial Services4.45%
Technology1.61%
Energy1.53%
Consumer Defensive1.03%
Basic Materials0.88%
Consumer Cyclical0.86%
Industrials0.86%
Health Care0.44%
Communication Services0.29%
Utility0.25%
Debt Sector Allocation
SectorValue
Corporate61.48%
Cash Equivalent14.8%
Government7.56%
Securitized3.98%
Credit Quality
RatingValue
A20.01%
AA37.24%
AAA42.74%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Rural Electrification Corporation Limited
Debentures | -
6%₹44 Cr450
INNOVATION TRUST XXX
Unlisted bonds | -
4%₹29 Cr214
7.35% Govt Stock 2024
Sovereign Bonds | -
3%₹25 Cr2,500,000
JSW Steel Limited
Debentures | -
3%₹25 Cr250
182 Dtb 29122022
Sovereign Bonds | -
3%₹25 Cr2,500,000
Tata Realty And Infrastructure Limited
Debentures | -
3%₹25 Cr250
Tmf Holdings Limited
Debentures | -
3%₹24 Cr250
Greenlam Industries Limited
Debentures | -
3%₹24 Cr250
Summit Digitel Infrastructure Limited
Debentures | -
3%₹24 Cr250
Piramal Capital & Housing Finance Limited
Debentures | -
3%₹24 Cr300,000

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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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