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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 May 17, 2022 , 2868 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 Equity Hybrid Fund Growth ₹61.6684
↓ -1.18
₹3,071-6.3-7.55.56.34.727.8
Nippon India Arbitrage Fund Growth ₹21.769
↑ 0.01
₹10,8980.81.844.45.23.8
Nippon India Hybrid Bond Fund Growth ₹43.897
↓ -0.13
₹704-1.3-0.15.50.92.310.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 May 22

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 11.3% 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 (19 May 22) ₹61.6684 ↓ -1.18   (-1.88 %)
Net Assets (Cr) ₹3,071 on 30 Apr 22
Category Hybrid - Hybrid Equity
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.97
Sharpe Ratio 1.33
Information Ratio -0.66
Alpha Ratio 1.81
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 Apr 17₹10,000
30 Apr 18₹11,341
30 Apr 19₹10,874
30 Apr 20₹7,959
30 Apr 21₹11,681
30 Apr 22₹13,484

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 19 May 22

DurationReturns
1 Month -6%
3 Month -6.3%
6 Month -7.5%
1 Year 5.5%
3 Year 6.3%
5 Year 4.7%
10 Year
15 Year
Since launch 11.3%
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 210.64 Yr.
Kinjal Desai25 May 183.93 Yr.
Sushil Budhia1 Feb 202.24 Yr.

Data below for Nippon India Equity Hybrid Fund as on 30 Apr 22

Asset Allocation
Asset ClassValue
Cash3.22%
Equity73.79%
Debt22.98%
Equity Sector Allocation
SectorValue
Financial Services26.53%
Technology9.29%
Industrials7.81%
Energy6.55%
Basic Materials4.92%
Health Care4.64%
Consumer Defensive4.64%
Consumer Cyclical3.81%
Communication Services3.57%
Utility1.5%
Debt Sector Allocation
SectorValue
Corporate14.07%
Government8.44%
Cash Equivalent3.22%
Securitized0.48%
Credit Quality
RatingValue
A2.84%
AA27.18%
AAA69.98%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 12 | ICICIBANK
6%₹193 Cr2,590,000
↓ -210,000
Infosys Ltd (Technology)
Equity, Since 28 Feb 11 | INFY
6%₹188 Cr1,200,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 14 | RELIANCE
6%₹181 Cr648,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK
6%₹170 Cr1,225,000
↓ -90,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Oct 11 | SUNPHARMA
4%₹111 Cr1,190,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 28 Feb 17 | HDFC
3%₹103 Cr462,236
↑ 72,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 19 | BHARTIARTL
3%₹102 Cr1,385,000
↓ -190,000
State Bank of India (Financial Services)
Equity, Since 31 Jul 16 | SBIN
3%₹99 Cr2,000,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 13 | LT
3%₹97 Cr575,000
↓ -25,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | AXISBANK
3%₹94 Cr1,290,000
↓ -90,000

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 6.9% 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 (19 May 22) ₹21.769 ↑ 0.01   (0.05 %)
Net Assets (Cr) ₹10,898 on 30 Apr 22
Category Hybrid - Arbitrage
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately Low
Expense Ratio 1.02
Sharpe Ratio 0.58
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 Apr 17₹10,000
30 Apr 18₹10,624
30 Apr 19₹11,331
30 Apr 20₹12,008
30 Apr 21₹12,427
30 Apr 22₹12,905

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 19 May 22

DurationReturns
1 Month 0.3%
3 Month 0.8%
6 Month 1.8%
1 Year 4%
3 Year 4.4%
5 Year 5.2%
10 Year
15 Year
Since launch 6.9%
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 202.24 Yr.
Kinjal Desai25 May 183.93 Yr.
Anand Gupta12 Sep 183.63 Yr.

Data below for Nippon India Arbitrage Fund as on 30 Apr 22

Asset Allocation
Asset ClassValue
Cash91.3%
Debt8.88%
Equity Sector Allocation
SectorValue
Financial Services18.77%
Basic Materials11.25%
Energy8.27%
Industrials5.8%
Technology5.58%
Consumer Defensive4.79%
Consumer Cyclical4.3%
Health Care4.17%
Communication Services2.52%
Utility1.35%
Real Estate0.88%
Debt Sector Allocation
SectorValue
Cash Equivalent87.78%
Government7.51%
Corporate4.88%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Nippon India Money Market Dir Gr
Investment Fund | -
7%₹799 Cr2,377,640
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 22 | HDFCBANK
5%₹563 Cr4,068,350
↑ 3,897,850
Future on HDFC Bank Ltd
Derivatives | -
5%-₹559 Cr4,068,350
↑ 3,897,850
Future on Reliance Industries Ltd
Derivatives | -
5%-₹493 Cr1,758,000
↓ -112,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 17 | RELIANCE
5%₹491 Cr1,758,000
↓ -112,000
Nippon India Liquid Dir Gr
Investment Fund | -
4%₹447 Cr855,533
Future on Adani Ports & Special Economic Zone Ltd
Derivatives | -
3%-₹361 Cr4,193,750
↓ -777,500
Nippon India Low Duration Dir Gr
Investment Fund | -
3%₹359 Cr1,131,266
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 Oct 19 | ADANIPORTS
3%₹359 Cr4,193,750
↓ -777,500
Future on Adani Enterprises Ltd
Derivatives | -
3%-₹322 Cr1,372,000
↓ -95,500

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 (19 May 22) ₹43.897 ↓ -0.13   (-0.29 %)
Net Assets (Cr) ₹704 on 30 Apr 22
Category Hybrid - Hybrid Debt
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderate
Expense Ratio 2.07
Sharpe Ratio 2.24
Information Ratio -1.42
Alpha Ratio 3.3
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 Apr 17₹10,000
30 Apr 18₹10,498
30 Apr 19₹11,019
30 Apr 20₹9,458
30 Apr 21₹10,601
30 Apr 22₹11,460

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 19 May 22

DurationReturns
1 Month -1.1%
3 Month -1.3%
6 Month -0.1%
1 Year 5.5%
3 Year 0.9%
5 Year 2.3%
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 210.64 Yr.
Kinjal Desai29 Dec 0318.35 Yr.
Sushil Budhia1 Feb 202.24 Yr.

Data below for Nippon India Hybrid Bond Fund as on 30 Apr 22

Asset Allocation
Asset ClassValue
Cash13.32%
Equity12.03%
Debt74.65%
Equity Sector Allocation
SectorValue
Financial Services4.05%
Technology1.88%
Energy1.7%
Basic Materials0.95%
Consumer Defensive0.9%
Industrials0.8%
Consumer Cyclical0.76%
Health Care0.47%
Communication Services0.27%
Utility0.24%
Debt Sector Allocation
SectorValue
Corporate65.44%
Cash Equivalent13.32%
Securitized4.83%
Government4.38%
Credit Quality
RatingValue
A24.76%
AA42.96%
AAA32.28%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Ahmedabad-Maliya Tollway Limited
Debentures | -
5%₹35 Cr350
INNOVATION TRUST XXX
Unlisted bonds | -
5%₹34 Cr214
Vedanta Limited
Debentures | -
4%₹29 Cr600
↑ 600
7.35% Govt Stock 2024
Sovereign Bonds | -
4%₹26 Cr2,500,000
JSW Steel Limited
Debentures | -
4%₹26 Cr250
Rec Limited
Debentures | -
4%₹25 Cr250
Hero Solar Energy Private Limited
Debentures | -
4%₹25 Cr250
Tata Realty And Infrastructure Limited
Debentures | -
4%₹25 Cr250
Greenlam Industries Limited
Debentures | -
4%₹25 Cr250
Piramal Capital & Housing Finance Limited
Debentures | -
4%₹25 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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