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Top 3 Best Balanced Funds by Nippon/Reliance Mutual Fund 2020

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Top 3 Best Balanced Funds by Nippon/Reliance Mutual Fund 2020

Updated on March 31, 2020 , 539 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 (%)2019 (%)
Nippon India Arbitrage Fund Growth ₹20.1144
↑ 0.00
₹10,4231.32.86.36.26.46.2
Nippon India Equity Hybrid Fund Growth ₹34.0967
↓ -0.78
₹6,937-38-34.1-38.1-10.6-33
Nippon India Balanced Advantage Fund Growth ₹76.7213
↓ -1.30
₹2,956-19-15.1-15.7-0.62.38.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Apr 20

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 7.7% since its launch.  Ranked 3 in Arbitrage category.  Return for 2019 was 6.2% , 2018 was 6.8% and 2017 was 5.5% .

Below is the key information for Nippon India Arbitrage Fund

Nippon India Arbitrage Fund
Growth
Launch Date 14 Oct 10
NAV (03 Apr 20) ₹20.1144 ↑ 0.00   (0.02 %)
Net Assets (Cr) ₹10,423 on 29 Feb 20
Category Hybrid - Arbitrage
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately Low
Expense Ratio 1.05
Sharpe Ratio 4.58
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
31 Mar 15₹10,000
31 Mar 16₹10,694
31 Mar 17₹11,376
31 Mar 18₹12,076
31 Mar 19₹12,835
31 Mar 20₹13,634

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 ₹357,992.
Net Profit of ₹57,992
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 3 Apr 20

DurationReturns
1 Month 0.5%
3 Month 1.3%
6 Month 2.8%
1 Year 6.3%
3 Year 6.2%
5 Year 6.4%
10 Year
15 Year
Since launch 7.7%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2010
Fund Manager information for Nippon India Arbitrage Fund
NameSinceTenure
Kinjal Desai25 May 181.6 Yr.
Anand Gupta12 Sep 181.3 Yr.

Data below for Nippon India Arbitrage Fund as on 29 Feb 20

Asset Allocation
Asset ClassValue
Cash88.38%
Equity0.18%
Debt11.45%
Other0%
Equity Sector Allocation
SectorValue
Financial Services21.88%
Consumer Defensive8.14%
Basic Materials7.38%
Health Care5.85%
Consumer Cyclical5.7%
Energy5.26%
Industrials3.83%
Technology2.58%
Utility2%
Communication Services1.53%
Real Estate0.46%
Debt Sector Allocation
SectorValue
Cash Equivalent86.14%
Corporate11.42%
Government2.27%
Credit Quality
RatingValue
AA25.59%
AAA74.41%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cash Offset For Derivatives
Derivative Margin | -
64%₹6,715 Cr671,454
↓ -27,594
Axis Bank Limited
CBLO | -
6%₹575 Cr
Nippon India Money Market Dir Gr
Investment Fund | -
5%₹503 Cr1,655,992
↑ 994,087
Triparty Repo
CBLO/Reverse Repo | -
4%₹427 Cr
Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 17 | RELIANCE
4%₹412 Cr3,101,000
↓ -919,500
Reliance Industries Limited_26/03/2020
Derivatives | -
4%-₹411 Cr3,101,000
↑ 3,101,000
Hdfc Bank Limited
CBLO | -
4%₹400 Cr
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Apr 15 | SUNPHARMA
4%₹365 Cr9,790,000
↓ -187,500
Sun Pharmaceutical Industries Limited_26/03/2020
Derivatives | -
3%-₹364 Cr9,790,000
↑ 9,790,000
State Bank of India (Financial Services)
Equity, Since 30 Sep 18 | SBIN
3%₹362 Cr11,946,000
↑ 4,815,000

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 8.6% since its launch.  Ranked 8 in Hybrid Equity category.  Return for 2019 was 3% , 2018 was -4.9% and 2017 was 29.5% .

Below is the key information for Nippon India Equity Hybrid Fund

Nippon India Equity Hybrid Fund
Growth
Launch Date 8 Jun 05
NAV (03 Apr 20) ₹34.0967 ↓ -0.78   (-2.20 %)
Net Assets (Cr) ₹6,937 on 29 Feb 20
Category Hybrid - Hybrid Equity
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 2.12
Sharpe Ratio -0.29
Information Ratio -1.28
Alpha Ratio -11.54
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 Mar 15₹10,000
31 Mar 16₹10,041
31 Mar 17₹12,068
31 Mar 18₹13,535
31 Mar 19₹13,985
31 Mar 20₹8,976

Nippon India Equity Hybrid Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%

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 3 Apr 20

DurationReturns
1 Month -32.9%
3 Month -38%
6 Month -34.1%
1 Year -38.1%
3 Year -10.6%
5 Year -3%
10 Year
15 Year
Since launch 8.6%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2010 22.1%
Fund Manager information for Nippon India Equity Hybrid Fund
NameSinceTenure
Sanjay H Parekh2 Apr 127.75 Yr.
Amit Tripathi2 Apr 127.75 Yr.
Kinjal Desai25 May 181.6 Yr.

Data below for Nippon India Equity Hybrid Fund as on 29 Feb 20

Asset Allocation
Asset ClassValue
Cash1.01%
Equity72.98%
Debt25.6%
Other0.4%
Equity Sector Allocation
SectorValue
Financial Services28.47%
Industrials10.42%
Basic Materials8.5%
Energy7.26%
Technology4.71%
Consumer Cyclical4.39%
Communication Services3.26%
Health Care3.18%
Consumer Defensive1.54%
Utility1.26%
Debt Sector Allocation
SectorValue
Corporate25.25%
Cash Equivalent1.01%
Government0.35%
Credit Quality
RatingValue
A30.36%
AA22.75%
AAA6.09%
BBB40.8%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK
10%₹683 Cr5,800,000
Yes Bank Limited
Debentures | -
8%₹566 Cr8,153
Grasim Industries Ltd (Basic Materials)
Equity, Since 31 Oct 16 | GRASIM
6%₹411 Cr5,975,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 12 | ICICIBANK
6%₹398 Cr8,000,000
↓ -1,000,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 13 | LT
5%₹321 Cr2,700,000
Infosys Ltd (Technology)
Equity, Since 28 Feb 11 | INFY
4%₹293 Cr4,000,000
Nirma Limited
Debentures | -
4%₹280 Cr2,800
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 14 | RELIANCE
3%₹239 Cr1,800,000
↓ -700,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215
3%₹195 Cr2,800,000
↓ -200,000
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 Aug 18 | 532921
3%₹174 Cr5,082,450

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 14.2% since its launch.  Ranked 46 in Dynamic Allocation category.  Return for 2019 was 8.3% , 2018 was 0.4% and 2017 was 25.2% .

Below is the key information for Nippon India Balanced Advantage Fund

Nippon India Balanced Advantage Fund
Growth
Launch Date 15 Nov 04
NAV (03 Apr 20) ₹76.7213 ↓ -1.30   (-1.65 %)
Net Assets (Cr) ₹2,956 on 29 Feb 20
Category Hybrid - Dynamic Allocation
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 2.5
Sharpe Ratio 0.55
Information Ratio -0.24
Alpha Ratio 0.01
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
31 Mar 15₹10,000
31 Mar 16₹9,096
31 Mar 17₹11,358
31 Mar 18₹12,029
31 Mar 19₹13,364
31 Mar 20₹11,548

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 ₹323,701.
Net Profit of ₹23,701
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 3 Apr 20

DurationReturns
1 Month -17.6%
3 Month -19%
6 Month -15.1%
1 Year -15.7%
3 Year -0.6%
5 Year 2.3%
10 Year
15 Year
Since launch 14.2%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2010 20.8%
Fund Manager information for Nippon India Balanced Advantage Fund
NameSinceTenure
Manish Gunwani7 May 181.65 Yr.
Ashutosh Bhargava7 May 181.65 Yr.
Kinjal Desai25 May 181.6 Yr.

Data below for Nippon India Balanced Advantage Fund as on 29 Feb 20

Asset Allocation
Asset ClassValue
Cash21.09%
Equity53.09%
Debt21.89%
Other3.93%
Equity Sector Allocation
SectorValue
Financial Services27.64%
Consumer Cyclical7.38%
Technology6.7%
Consumer Defensive6%
Energy4.51%
Health Care3.88%
Communication Services2.66%
Utility2.18%
Industrials2.18%
Basic Materials1.54%
Real Estate0.49%
Debt Sector Allocation
SectorValue
Corporate22.11%
Cash Equivalent19.49%
Government1.38%
Credit Quality
RatingValue
A6.16%
AA23.86%
AAA69.98%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cash Offset For Derivatives
Derivative Margin | -
12%₹357 Cr35,689
↓ -455
Triparty Repo
CBLO/Reverse Repo | -
9%₹264 Cr
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 11 | HDFCBANK
6%₹168 Cr1,426,951
↑ 125,753
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
5%₹139 Cr2,802,534
↑ 150,960
Cash Margin - Derivatives
Receivables | -
4%₹116 Cr
Infosys Ltd (Technology)
Equity, Since 31 May 09 | INFY
4%₹112 Cr1,528,963
↑ 96,091
Reliance Industries Ltd (Energy)
Equity, Since 31 May 18 | RELIANCE
4%₹106 Cr799,184
↑ 55,584
Housing Development Finance Corporation Limited
Debentures | -
3%₹76 Cr750
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 532215
3%₹76 Cr1,083,561
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 15 | HDFC
2%₹66 Cr301,309

How to Invest in Nippon India Mutual Fund Online?

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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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