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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 May 9, 2021 , 1528 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 ₹58.155
↓ -0.12
₹4,0253.422.356.11.67.7-5.3
Nippon India Arbitrage Fund Growth ₹20.9265
↑ 0.01
₹10,21111.83.35.35.74.3
Nippon India Balanced Advantage Fund Growth ₹110.897
↑ 0.08
₹3,251213.135.88.912.211.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 11 May 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 11.7% 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 (11 May 21) ₹58.155 ↓ -0.12   (-0.20 %)
Net Assets (Cr) ₹4,025 on 31 Mar 21
Category Hybrid - Hybrid Equity
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 2.12
Sharpe Ratio 3.1
Information Ratio -1.07
Alpha Ratio 3.62
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 16₹10,000
30 Apr 17₹12,140
30 Apr 18₹13,767
30 Apr 19₹13,200
30 Apr 20₹9,662
30 Apr 21₹14,180

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 ₹367,070.
Net Profit of ₹67,070
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 11 May 21

DurationReturns
1 Month 0.9%
3 Month 3.4%
6 Month 22.3%
1 Year 56.1%
3 Year 1.6%
5 Year 7.7%
10 Year
15 Year
Since launch 11.7%
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 129.08 Yr.
Kinjal Desai25 May 182.94 Yr.
Sushil Budhia1 Feb 201.25 Yr.

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

Asset Allocation
Asset ClassValue
Cash3.44%
Equity74.3%
Debt21.9%
Other0.35%
Equity Sector Allocation
SectorValue
Financial Services25.85%
Technology9.5%
Basic Materials9.06%
Industrials8.08%
Energy6.92%
Consumer Defensive4.13%
Health Care3.07%
Communication Services2.96%
Utility2.85%
Consumer Cyclical1.89%
Debt Sector Allocation
SectorValue
Corporate18.72%
Government3.31%
Cash Equivalent2.46%
Securitized0.85%
Credit Quality
RatingValue
A29.65%
AA31.3%
AAA39.05%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK
9%₹344 Cr2,300,000
Infosys Ltd (Technology)
Equity, Since 28 Feb 11 | INFY
8%₹315 Cr2,300,000
↓ -300,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 12 | ICICIBANK
5%₹215 Cr3,700,000
Reliance Industries Ltd Shs Dematerialised (Energy)
Equity, Since 31 Jul 14 | RELIANCE
4%₹180 Cr900,000
Grasim Industries Ltd (Basic Materials)
Equity, Since 31 Oct 16 | GRASIM
4%₹174 Cr1,200,000
↓ -200,000
U.P. Power Corporation Limited
Debentures | -
4%₹152 Cr1,500
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215
3%₹133 Cr1,900,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Oct 11 | SUNPHARMA
3%₹120 Cr2,000,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 19 | BHARTIARTL
3%₹119 Cr2,300,000
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 Aug 18 | 532921
3%₹117 Cr1,665,087
↓ -934,913

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 7.2% 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 (11 May 21) ₹20.9265 ↑ 0.01   (0.05 %)
Net Assets (Cr) ₹10,211 on 31 Mar 21
Category Hybrid - Arbitrage
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately Low
Expense Ratio 1.05
Sharpe Ratio -0.34
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 16₹10,000
30 Apr 17₹10,629
30 Apr 18₹11,292
30 Apr 19₹12,044
30 Apr 20₹12,763
30 Apr 21₹13,209

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 11 May 21

DurationReturns
1 Month 0.4%
3 Month 1%
6 Month 1.8%
1 Year 3.3%
3 Year 5.3%
5 Year 5.7%
10 Year
15 Year
Since launch 7.2%
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 201.24 Yr.
Kinjal Desai25 May 182.93 Yr.
Anand Gupta12 Sep 182.63 Yr.

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

Asset Allocation
Asset ClassValue
Cash93.46%
Debt6.96%
Other0%
Equity Sector Allocation
SectorValue
Financial Services19.86%
Basic Materials13.92%
Health Care6.67%
Industrials5.47%
Energy5.37%
Technology5.31%
Consumer Cyclical4.49%
Communication Services4.14%
Consumer Defensive3.18%
Utility1.77%
Real Estate0.45%
Debt Sector Allocation
SectorValue
Cash Equivalent89.3%
Government6.01%
Corporate5.11%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Nippon India Money Market Dir Gr
Investment Fund | -
7%₹766 Cr2,377,640
Future on ICICI Bank Ltd
Derivatives | -
5%-₹467 Cr7,988,750
↓ -844,250
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 20 | ICICIBANK
5%₹465 Cr7,988,750
↓ -844,250
Future on Tata Steel Ltd
Derivatives | -
4%-₹441 Cr5,399,200
↑ 550,800
Tata Steel Ltd (Basic Materials)
Equity, Since 31 Jul 16 | TATASTEEL
4%₹438 Cr5,399,200
↑ 1,790,100
Nippon India Liquid Dir Gr
Investment Fund | -
4%₹431 Cr855,533
Future on Bharti Airtel Ltd
Derivatives | -
3%-₹298 Cr5,723,292
↑ 3,113,382
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 17 | BHARTIARTL
3%₹296 Cr5,723,292
↑ 3,113,382
Future on State Bank of India
Derivatives | -
3%-₹293 Cr8,007,000
↑ 147,000
State Bank of India (Financial Services)
Equity, Since 30 Sep 18 | SBIN
3%₹292 Cr8,007,000
↑ 147,000

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 15.7% 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 (11 May 21) ₹110.897 ↑ 0.08   (0.07 %)
Net Assets (Cr) ₹3,251 on 31 Mar 21
Category Hybrid - Dynamic Allocation
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 2.14
Sharpe Ratio 3.04
Information Ratio -0.72
Alpha Ratio 0.88
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
30 Apr 16₹10,000
30 Apr 17₹12,713
30 Apr 18₹13,826
30 Apr 19₹14,552
30 Apr 20₹13,394
30 Apr 21₹17,419

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 ₹415,684.
Net Profit of ₹115,684
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 11 May 21

DurationReturns
1 Month 1.1%
3 Month 2%
6 Month 13.1%
1 Year 35.8%
3 Year 8.9%
5 Year 12.2%
10 Year
15 Year
Since launch 15.7%
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
Manish Gunwani7 May 182.98 Yr.
Ashutosh Bhargava7 May 182.98 Yr.
Amar Kalkundrikar20 Oct 200.53 Yr.
Sushil Budhia31 Mar 210.08 Yr.

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

Asset Allocation
Asset ClassValue
Cash37.88%
Equity41.04%
Debt21.07%
Equity Sector Allocation
SectorValue
Financial Services25.95%
Technology9.03%
Consumer Defensive6.23%
Energy5.51%
Consumer Cyclical5.4%
Health Care4.86%
Industrials3.42%
Basic Materials3.36%
Communication Services2.1%
Utility1.15%
Real Estate0.01%
Debt Sector Allocation
SectorValue
Cash Equivalent37.88%
Corporate13.36%
Government7.71%
Credit Quality
RatingValue
AA30.57%
AAA69.43%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Nifty 50 Index_29/04/2021
- | -
7%-₹216 Cr146,325
↑ 146,325
Infosys Ltd (Technology)
Equity, Since 31 May 09 | INFY
6%₹190 Cr1,386,550
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 11 | HDFCBANK
5%₹179 Cr1,196,813
↓ -55,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
5%₹159 Cr2,729,926
↓ -133,500
Reliance Industries Ltd Shs Dematerialised (Energy)
Equity, Since 31 May 18 | RELIANCE
4%₹122 Cr610,995
↓ -40,000
Nirma Limited
Debentures | -
3%₹99 Cr1,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 532215
2%₹80 Cr1,144,634
↓ -100,000
State Bank of India (Financial Services)
Equity, Since 31 Mar 09 | SBIN
2%₹78 Cr2,129,492
Future on Infosys Ltd
Derivatives | -
2%-₹76 Cr549,600
↑ 185,400
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 28 Feb 19 | 504973
2%₹74 Cr1,236,846

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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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