SOLUTIONS
EXPLORE FUNDS
 CALCULATORS
fincash number+91-22-48913909Dashboard

ফিনক্যাশ »নিপ্পন মিউচুয়াল ফান্ড »ব্যালেন্সড ফান্ড

নিপ্পন/রিলায়েন্স মিউচুয়াল ফান্ড 2022-এর সেরা 3টি সেরা ব্যালেন্সড ফান্ড

Updated on June 8, 2026 , 6222 views

ব্যালেন্সড ফান্ড উভয় ঋণের সংমিশ্রণ এবংইক্যুইটি ফান্ড. এই তহবিলগুলি উভয় তহবিলের সুবিধা প্রদান করে, যেমন, ইক্যুইটি দ্বারা দীর্ঘমেয়াদী সম্পদ সৃষ্টি এবং নিয়মিত রিটার্নবিনিয়োগ ভিতরেঋণ তহবিল. সাধারণত, এই তহবিলগুলি সেই বিনিয়োগকারীদের জন্য একটি ভাল বিকল্প যারা স্বল্প থেকে মাঝারি সময়ের মধ্যে কম ঝুঁকি থেকে মাঝারি ঝুঁকি সহ তাদের বিনিয়োগকে বৈচিত্র্যময় করার উপায় খুঁজছেন।

নিপ্পন ভারতপারস্পরিক তহবিল (পূর্বে হিসাবে পরিচিতরিলায়েন্স মিউচুয়াল ফান্ড), নেতৃস্থানীয় এক হচ্ছেএএমসি ভারতে, বিনিয়োগকারীরা প্রায়শই এই ফান্ড হাউসের সেরা পারফরম্যান্স স্কিমগুলি দেখেন। এইভাবে, আমরা নিপ্পন/রিলায়েন্স এমএফ দ্বারা শীর্ষ 3টি সেরা সুষম তহবিল বাছাই করেছি। গুরুত্বপূর্ণ পরামিতি যেমন AUM,না, অতীত পারফরম্যান্স, এই তহবিল সংক্ষিপ্ত তালিকাভুক্ত করা হয়েছে. বিনিয়োগকারীরা এই সুষম তহবিলে বিনিয়োগ করতে পারে এবং সর্বোত্তম আয় উপার্জন করতে পারে।

Ready to Invest?
Talk to our investment specialist
Disclaimer:
By submitting this form I authorize Fincash.com to call/SMS/email me about its products and I accept the terms of Privacy Policy and Terms & Conditions.

NipponIndia-MF

গুরুত্বপূর্ণ তথ্য

অক্টোবর 2019 থেকে, রিলায়েন্স মিউচুয়াল ফান্ডের নাম পরিবর্তন করা হয়েছেনিপ্পন ইন্ডিয়া মিউচুয়াল ফান্ড. নিপ্পন লাইফ রিলায়েন্স নিপ্পন অ্যাসেট ম্যানেজমেন্ট (RNAM)-এর অধিকাংশ (75%) অংশীদারিত্ব অর্জন করেছে। কাঠামো ও ব্যবস্থাপনায় কোনো পরিবর্তন ছাড়াই কোম্পানিটি তার কার্যক্রম চালিয়ে যাবে।

কেন নিপ্পন/রিলায়েন্স মিউচুয়াল ফান্ডে বিনিয়োগ করবেন?

  • উদ্ভাবনী: AMC ধারাবাহিকভাবে তার বিনিয়োগকারীদের কাছে নতুন এবং উদ্ভাবনী স্কিম সরবরাহ করে।

  • গ্রেট কাস্টমার কেয়ার: কোম্পানি তার বিনিয়োগকারীদের খুব যত্ন নেয়. বিনিয়োগকারীদের সাহায্য করার জন্য এটির একটি খুব স্থিতিশীল এবং উচ্চ-কার্যকারি গ্রাহক সহায়তা দল রয়েছে।

  • পাকা অভিজ্ঞতা: রিলায়েন্স হয়েছেবাজার দুই দশকেরও বেশি সময় ধরে। তহবিল ব্যবস্থাপনা এবং আর্থিক পরিষেবাগুলিতে এটির অভিজ্ঞতা এবং দক্ষতা রয়েছে।

  • শক্তিশালী নেটওয়ার্ক: নিপ্পন ইন্ডিয়া মিউচুয়াল ফান্ডের বিতরণ নেটওয়ার্ক খুবই শক্তিশালী। ভারতের 150 টিরও বেশি শহরে এর উপস্থিতি রয়েছে।

সেরা নিপ্পন/রিলায়েন্স ব্যালেন্সড মিউচুয়াল ফান্ড

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Nippon India Arbitrage Fund Growth ₹27.9996
↑ 0.05 		₹16,3321.52.95.86.85.96.2
Nippon India Equity Hybrid Fund Growth ₹102.213
↓ -0.45 		₹3,958-1.2-4.1-2.211.410.76.1
Nippon India Hybrid Bond Fund Growth ₹60.8786
↓ -0.02 		₹9510.91.55.887.79.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jun 26

Research Highlights & Commentary of 3 Funds showcased

CommentaryNippon India Arbitrage FundNippon India Equity Hybrid FundNippon India Hybrid Bond Fund
Point 1Highest AUM (₹16,332 Cr).Lower mid AUM (₹3,958 Cr).Bottom quartile AUM (₹951 Cr).
Point 2Established history (15+ yrs).Established history (21+ yrs).Oldest track record among peers (22 yrs).
Point 3Top rated.Rating: 4★ (lower mid).Rating: 3★ (bottom quartile).
Point 4Risk profile: Moderately Low.Risk profile: Moderately High.Risk profile: Moderate.
Point 55Y return: 5.91% (bottom quartile).5Y return: 10.72% (upper mid).5Y return: 7.70% (lower mid).
Point 63Y return: 6.76% (bottom quartile).3Y return: 11.44% (upper mid).3Y return: 7.95% (lower mid).
Point 71Y return: 5.83% (upper mid).1Y return: -2.18% (bottom quartile).1Y return: 5.81% (lower mid).
Point 81M return: 0.54% (upper mid).1M return: -3.17% (bottom quartile).1M return: 0.14% (lower mid).
Point 9Alpha: 0.00 (bottom quartile).Alpha: 1.04 (lower mid).Alpha: 2.83 (upper mid).
Point 10Sharpe: 0.04 (lower mid).Sharpe: -0.09 (bottom quartile).Sharpe: 0.39 (upper mid).

Nippon India Arbitrage Fund

  • Highest AUM (₹16,332 Cr).
  • Established history (15+ yrs).
  • Top rated.
  • Risk profile: Moderately Low.
  • 5Y return: 5.91% (bottom quartile).
  • 3Y return: 6.76% (bottom quartile).
  • 1Y return: 5.83% (upper mid).
  • 1M return: 0.54% (upper mid).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: 0.04 (lower mid).

Nippon India Equity Hybrid Fund

  • Lower mid AUM (₹3,958 Cr).
  • Established history (21+ yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 10.72% (upper mid).
  • 3Y return: 11.44% (upper mid).
  • 1Y return: -2.18% (bottom quartile).
  • 1M return: -3.17% (bottom quartile).
  • Alpha: 1.04 (lower mid).
  • Sharpe: -0.09 (bottom quartile).

Nippon India Hybrid Bond Fund

  • Bottom quartile AUM (₹951 Cr).
  • Oldest track record among peers (22 yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderate.
  • 5Y return: 7.70% (lower mid).
  • 3Y return: 7.95% (lower mid).
  • 1Y return: 5.81% (lower mid).
  • 1M return: 0.14% (lower mid).
  • Alpha: 2.83 (upper mid).
  • Sharpe: 0.39 (upper mid).

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.

Research Highlights for Nippon India Arbitrage Fund

  • Highest AUM (₹16,332 Cr).
  • Established history (15+ yrs).
  • Top rated.
  • Risk profile: Moderately Low.
  • 5Y return: 5.91% (bottom quartile).
  • 3Y return: 6.76% (bottom quartile).
  • 1Y return: 5.83% (upper mid).
  • 1M return: 0.54% (upper mid).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: 0.04 (lower mid).
  • Information ratio: 0.00 (bottom quartile).

Below is the key information for Nippon India Arbitrage Fund

Nippon India Arbitrage Fund
Growth
Launch Date 14 Oct 10
NAV (10 Jun 26) ₹27.9996 ↑ 0.05   (0.19 %)
Net Assets (Cr) ₹16,332 on 30 Apr 26
Category Hybrid - Arbitrage
AMC Nippon Life Asset Management Ltd.
Rating ☆☆☆☆
Risk Moderately Low
Expense Ratio 1.07
Sharpe Ratio 0.04
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 May 21₹10,000
31 May 22₹10,376
31 May 23₹10,937
31 May 24₹11,767
31 May 25₹12,573
31 May 26₹13,251

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 10 Jun 26

DurationReturns
1 Month 0.5%
3 Month 1.5%
6 Month 2.9%
1 Year 5.8%
3 Year 6.8%
5 Year 5.9%
10 Year
15 Year
Since launch 6.8%
Historical performance (Yearly) on absolute basis
YearReturns
2024 6.2%
2023 7.5%
2022 7%
2021 4.2%
2020 3.8%
2019 4.3%
2018 6.2%
2017 6.8%
2016 5.5%
2015 6.6%
Fund Manager information for Nippon India Arbitrage Fund
NameSinceTenure
Kinjal Desai25 May 188.02 Yr.
Vikash Agarwal14 Sep 241.71 Yr.
Nemish Sheth21 Mar 251.19 Yr.
Rohit Shah8 Apr 242.15 Yr.
Amber Singhania11 Mar 260.22 Yr.

Data below for Nippon India Arbitrage Fund as on 30 Apr 26

Asset Allocation
Asset ClassValue
Cash91.41%
Debt8.87%
Other0.05%
Equity Sector Allocation
SectorValue
Financial Services24.47%
Basic Materials9.6%
Consumer Cyclical8.95%
Industrials5.44%
Communication Services4.71%
Energy4.48%
Health Care4.46%
Consumer Defensive2.98%
Utility1.88%
Real Estate1.38%
Technology1.17%
Debt Sector Allocation
SectorValue
Cash Equivalent80.32%
Corporate16.29%
Government3.67%
Credit Quality
RatingValue
AA30.64%
AAA69.36%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Nippon India Money Market Dir Gr
Investment Fund | -		14%₹2,237 Cr5,053,325
Nippon India U/ST Duration Dir Gr
Investment Fund | -		6%₹989 Cr2,108,547
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 23 | HDFCBANK		5%₹877 Cr11,366,750
↑ 1,023,450
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 23 | BHARTIARTL		3%₹495 Cr2,622,950
↑ 622,725
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 24 | ICICIBANK		3%₹446 Cr3,529,400
↓ -838,600
Hdfc Bank Limited_30/06/2026
Derivatives | -		3%-₹437 Cr5,687,550
↑ 5,687,550
Hdfc Bank Limited_26/05/2026
Derivatives | -		3%-₹434 Cr5,586,900
↑ 5,586,900
Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 17 | RELIANCE		3%₹417 Cr2,914,500
↓ -96,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | 532215		2%₹351 Cr2,769,375
↓ -14,375
Jsw Steel Limited_26/05/2026
Derivatives | -		2%-₹345 Cr2,712,825
↑ 2,712,825

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.

Research Highlights for Nippon India Equity Hybrid Fund

  • Lower mid AUM (₹3,958 Cr).
  • Established history (21+ yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 10.72% (upper mid).
  • 3Y return: 11.44% (upper mid).
  • 1Y return: -2.18% (bottom quartile).
  • 1M return: -3.17% (bottom quartile).
  • Alpha: 1.04 (lower mid).
  • Sharpe: -0.09 (bottom quartile).
  • Information ratio: 0.80 (upper mid).

Below is the key information for Nippon India Equity Hybrid Fund

Nippon India Equity Hybrid Fund
Growth
Launch Date 8 Jun 05
NAV (10 Jun 26) ₹102.213 ↓ -0.45   (-0.44 %)
Net Assets (Cr) ₹3,958 on 30 Apr 26
Category Hybrid - Hybrid Equity
AMC Nippon Life Asset Management Ltd.
Rating ☆☆☆☆
Risk Moderately High
Expense Ratio 1.98
Sharpe Ratio -0.09
Information Ratio 0.8
Alpha Ratio 1.04
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 May 21₹10,000
31 May 22₹10,684
31 May 23₹12,228
31 May 24₹15,665
31 May 25₹17,190
31 May 26₹17,327

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 ₹395,578.
Net Profit of ₹95,578 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 10 Jun 26

DurationReturns
1 Month -3.2%
3 Month -1.2%
6 Month -4.1%
1 Year -2.2%
3 Year 11.4%
5 Year 10.7%
10 Year
15 Year
Since launch 11.7%
Historical performance (Yearly) on absolute basis
YearReturns
2024 6.1%
2023 16.1%
2022 24.1%
2021 6.6%
2020 27.8%
2019 -5.3%
2018 3%
2017 -4.9%
2016 29.5%
2015 4.2%
Fund Manager information for Nippon India Equity Hybrid Fund
NameSinceTenure
Meenakshi Dawar10 Sep 214.72 Yr.
Kinjal Desai25 May 188.02 Yr.
Sushil Budhia1 Feb 206.33 Yr.
Amber Singhania11 Mar 260.22 Yr.

Data below for Nippon India Equity Hybrid Fund as on 30 Apr 26

Asset Allocation
Asset ClassValue
Cash5.04%
Equity78.62%
Debt16.32%
Equity Sector Allocation
SectorValue
Financial Services23.28%
Industrials10.19%
Consumer Cyclical9.97%
Technology5.79%
Utility5.43%
Health Care4.98%
Consumer Defensive4.05%
Communication Services4.04%
Energy3.9%
Real Estate3.56%
Basic Materials3.43%
Debt Sector Allocation
SectorValue
Corporate11.12%
Government5.22%
Cash Equivalent5.04%
Credit Quality
RatingValue
A3.66%
AA43.87%
AAA52.47%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK		5%₹191 Cr2,474,712
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 12 | ICICIBANK		4%₹162 Cr1,286,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 19 | BHARTIARTL		4%₹147 Cr779,642
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 13 | LT		4%₹142 Cr354,838
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215		3%₹118 Cr933,200
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 14 | RELIANCE		3%₹115 Cr806,000
NTPC Ltd (Utilities)
Equity, Since 31 Aug 20 | 532555		3%₹112 Cr2,800,620
State Bank of India (Financial Services)
Equity, Since 31 Jul 16 | SBIN		2%₹78 Cr730,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 21 | 500034		2%₹75 Cr797,830
↑ 141,830
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Aug 20 | M&M		2%₹75 Cr241,312
↑ 6,312

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.

Research Highlights for Nippon India Hybrid Bond Fund

  • Bottom quartile AUM (₹951 Cr).
  • Oldest track record among peers (22 yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderate.
  • 5Y return: 7.70% (lower mid).
  • 3Y return: 7.95% (lower mid).
  • 1Y return: 5.81% (lower mid).
  • 1M return: 0.14% (lower mid).
  • Alpha: 2.83 (upper mid).
  • Sharpe: 0.39 (upper mid).
  • Information ratio: 0.13 (lower mid).

Below is the key information for Nippon India Hybrid Bond Fund

Nippon India Hybrid Bond Fund
Growth
Launch Date 29 Dec 03
NAV (10 Jun 26) ₹60.8786 ↓ -0.02   (-0.03 %)
Net Assets (Cr) ₹951 on 30 Apr 26
Category Hybrid - Hybrid Debt
AMC Nippon Life Asset Management Ltd.
Rating ☆☆☆
Risk Moderate
Expense Ratio 1.9
Sharpe Ratio 0.39
Information Ratio 0.13
Alpha Ratio 2.83
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
31 May 21₹10,000
31 May 22₹10,573
31 May 23₹11,545
31 May 24₹12,557
31 May 25₹13,687
31 May 26₹14,474

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 ₹367,070.
Net Profit of ₹67,070 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 10 Jun 26

DurationReturns
1 Month 0.1%
3 Month 0.9%
6 Month 1.5%
1 Year 5.8%
3 Year 8%
5 Year 7.7%
10 Year
15 Year
Since launch 8.4%
Historical performance (Yearly) on absolute basis
YearReturns
2024 9.7%
2023 7.8%
2022 10.2%
2021 4.8%
2020 10.1%
2019 -8.5%
2018 2.8%
2017 4%
2016 9.3%
2015 9.2%
Fund Manager information for Nippon India Hybrid Bond Fund
NameSinceTenure
Dhrumil Shah10 Sep 214.73 Yr.
Kinjal Desai29 Dec 0322.44 Yr.
Sushil Budhia1 Feb 206.33 Yr.
Akshay Sharma1 Dec 223.5 Yr.
Amber Singhania11 Mar 260.22 Yr.

Data below for Nippon India Hybrid Bond Fund as on 30 Apr 26

Asset Allocation
Asset ClassValue
Cash5.27%
Equity18.07%
Debt75.74%
Other0.93%
Equity Sector Allocation
SectorValue
Real Estate5.45%
Financial Services4.31%
Industrials1.65%
Consumer Cyclical1.44%
Energy1.12%
Basic Materials0.94%
Technology0.88%
Consumer Defensive0.76%
Health Care0.61%
Communication Services0.53%
Utility0.37%
Debt Sector Allocation
SectorValue
Corporate62.93%
Government12.8%
Cash Equivalent5.27%
Credit Quality
RatingValue
A25.12%
AA45.66%
AAA29.22%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.03% Tamilnadu SDL 2030
Sovereign Bonds | -		5%₹50 Cr5,000,000
Delhi International Airport Limited
Debentures | -		4%₹36 Cr3,600
Aditya Birla Real Estate Limited
Debentures | -		4%₹35 Cr3,500
GMR Airports Limited
Debentures | -		3%₹33 Cr3,200
GAursons India Private Limited
Debentures | -		3%₹33 Cr3,300
7.1% Govt Stock 2029
Sovereign Bonds | -		3%₹30 Cr3,000,000
Auxilo Finserve Private Limited
Debentures | -		3%₹30 Cr3,000
Navi Finserv Limited
Debentures | -		3%₹30 Cr30,000
Muthoot Fincorp Limited
Debentures | -		3%₹30 Cr30,000
Suryapet Khammam Road Private Limited
Debentures | -		3%₹28 Cr3,862

নিপ্পন ইন্ডিয়া মিউচুয়াল ফান্ড অনলাইনে কীভাবে বিনিয়োগ করবেন?

  1. Fincash.com এ আজীবনের জন্য বিনামূল্যে বিনিয়োগ অ্যাকাউন্ট খুলুন।

  2. আপনার রেজিস্ট্রেশন এবং KYC প্রক্রিয়া সম্পূর্ণ করুন

  3. নথি আপলোড করুন (প্যান, আধার, ইত্যাদি)।এবং, আপনি বিনিয়োগ করতে প্রস্তুত!

    এবার শুরু করা যাক

Disclaimer:
এখানে প্রদত্ত তথ্য সঠিক কিনা তা নিশ্চিত করার জন্য সমস্ত প্রচেষ্টা করা হয়েছে। যাইহোক, তথ্যের সঠিকতা সম্পর্কে কোন গ্যারান্টি দেওয়া হয় না। কোনো বিনিয়োগ করার আগে স্কিমের তথ্য নথির সাথে যাচাই করুন।

You Might Also Like

How helpful was this page ?
☆☆☆☆☆ Rated 3, based on 2 reviews.
POST A COMMENT

Get it on Google Play
PRODUCT SOLUTIONS
MUTUAL FUNDS
TOP FUNDS
CALCULATORS
ABOUT US
CONNECT WITH US
Shepard Technologies Pvt. Ltd : 1808, Solus, Hiranandani Estate, Thane, Maharashtra - 400607

AMFI Registration No. 112358 | CIN: U74999MH2016PTC282153

Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

Shepard Technologies Pvt. Ltd. (with ARN code 112358) makes no warranties or representations, express or implied, on products offered through the platform. It accepts no liability for any damages or losses, however caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable.

©2026 Shepard Technologies Private Limited. All Rights Reserved