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निप्पॉन/रिलायंस म्यूचुअल फंड 2022 द्वारा शीर्ष 3 सर्वश्रेष्ठ बैलेंस्ड फंड

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निप्पॉन/रिलायंस म्यूचुअल फंड 2022 द्वारा शीर्ष 3 सर्वश्रेष्ठ बैलेंस्ड फंड

Updated on February 19, 2024 , 4927 views

बैलेंस्ड फंड ऋण और दोनों का एक संयोजन हैइक्विटी फ़ंड. ये फंड दोनों फंडों का लाभ प्रदान करते हैं, यानी इक्विटी द्वारा लंबी अवधि के धन का निर्माण और द्वारा नियमित रिटर्ननिवेश मेंडेट फंड. आम तौर पर, ये फंड उन निवेशकों के लिए एक अच्छा विकल्प हैं जो कम जोखिम से मध्यम जोखिम के साथ कम से मध्यम समय अवधि के भीतर अपने निवेश में विविधता लाने के तरीकों की तलाश कर रहे हैं।

निप्पॉन इंडियाम्यूचुअल फंड (पहले जाने जाते थेरिलायंस म्यूचुअल फंड), अग्रणी में से एक होने के नातेएएमसी भारत में, निवेशक अक्सर इस फंड हाउस की शीर्ष प्रदर्शन करने वाली योजनाओं को देखते हैं। इस प्रकार, हमने निप्पॉन/रिलायंस एमएफ द्वारा शीर्ष 3 सर्वश्रेष्ठ संतुलित फंडों को चुना है। एयूएम जैसे महत्वपूर्ण पैरामीटर,नहीं हैं, पिछले प्रदर्शन, इन फंडों को शॉर्टलिस्ट करने के लिए किए गए हैं। निवेशक इन बैलेंस्ड फंडों में निवेश कर सकते हैं और इष्टतम रिटर्न अर्जित कर सकते हैं।

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NipponIndia-MF

महत्वपूर्ण सूचना

अक्टूबर 2019 से, रिलायंस म्यूचुअल फंड का नाम बदलकर कर दिया गया हैनिप्पॉन इंडिया म्यूचुअल फंड. निप्पॉन लाइफ ने रिलायंस निप्पॉन एसेट मैनेजमेंट (आरएनएएम) में बहुमत (75%) हिस्सेदारी हासिल कर ली है। कंपनी संरचना और प्रबंधन में कोई बदलाव किए बिना अपना परिचालन जारी रखेगी।

निप्पॉन/रिलायंस म्यूचुअल फंड में निवेश क्यों करें?

  • अभिनव: एएमसी लगातार अपने निवेशकों को नई और नवीन योजनाएं प्रदान करता है।

  • ग्रेट कस्टमर केयर: कंपनी अपने निवेशकों का बहुत ख्याल रखती है। निवेशकों की मदद के लिए इसकी एक बहुत ही स्थिर और उच्च-कार्यशील ग्राहक सहायता टीम है।

  • अनुभवी अनुभव: रिलायंस में रहा हैमंडी दो दशकों से अधिक समय से। इसके पास फंड प्रबंधन और वित्तीय सेवाओं में अनुभव और विशेषज्ञता है।

  • मजबूत नेटवर्क: निप्पॉन इंडिया म्यूचुअल फंड का वितरण नेटवर्क बहुत मजबूत है। भारत के 150 से अधिक शहरों में इसकी मौजूदगी है।

बेस्ट निप्पॉन/रिलायंस बैलेंस्ड म्यूचुअल फंड्स

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Nippon India Equity Hybrid Fund Growth ₹89.887
↓ -0.30
₹3,34910.41529.11711.924.1
Nippon India Arbitrage Fund Growth ₹24.2292
↑ 0.01
₹13,0732.13.87.45.35.27
Nippon India Balanced Advantage Fund Growth ₹153.336
↓ -0.39
₹7,5889.212.921.612.212.117.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Feb 24

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 12.5% since its launch.  Ranked 8 in Hybrid Equity category.  Return for 2023 was 24.1% , 2022 was 6.6% and 2021 was 27.8% .

Below is the key information for Nippon India Equity Hybrid Fund

Nippon India Equity Hybrid Fund
Growth
Launch Date 8 Jun 05
NAV (21 Feb 24) ₹89.887 ↓ -0.30   (-0.33 %)
Net Assets (Cr) ₹3,349 on 31 Jan 24
Category Hybrid - Hybrid Equity
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 2.06
Sharpe Ratio 2.24
Information Ratio 1.39
Alpha Ratio 4.67
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 Jan 19₹10,000
31 Jan 20₹10,472
31 Jan 21₹9,954
31 Jan 22₹12,842
31 Jan 23₹13,404
31 Jan 24₹17,093

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 ₹405,518.
Net Profit of ₹105,518
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 21 Feb 24

DurationReturns
1 Month 2.3%
3 Month 10.4%
6 Month 15%
1 Year 29.1%
3 Year 17%
5 Year 11.9%
10 Year
15 Year
Since launch 12.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 24.1%
2022 6.6%
2021 27.8%
2020 -5.3%
2019 3%
2018 -4.9%
2017 29.5%
2016 4.2%
2015 8.7%
2014 43.2%
Fund Manager information for Nippon India Equity Hybrid Fund
NameSinceTenure
Meenakshi Dawar10 Sep 212.39 Yr.
Kinjal Desai25 May 185.69 Yr.
Sushil Budhia1 Feb 204 Yr.
Akshay Sharma1 Dec 221.17 Yr.

Data below for Nippon India Equity Hybrid Fund as on 31 Jan 24

Asset Allocation
Asset ClassValue
Cash2.92%
Equity74.59%
Debt22.48%
Equity Sector Allocation
SectorValue
Financial Services23.17%
Industrials8.89%
Consumer Cyclical7.99%
Health Care7.31%
Technology7.03%
Energy5.37%
Consumer Defensive5.09%
Utility3.67%
Basic Materials2.88%
Communication Services2.41%
Real Estate0.79%
Debt Sector Allocation
SectorValue
Corporate17.16%
Government5.32%
Cash Equivalent2.92%
Credit Quality
RatingValue
A2.7%
AA37.15%
AAA60.15%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK
6%₹202 Cr1,182,356
↓ -150,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 12 | ICICIBANK
5%₹156 Cr1,570,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 13 | LT
4%₹145 Cr410,838
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 14 | RELIANCE
4%₹142 Cr548,000
Infosys Ltd (Technology)
Equity, Since 28 Feb 11 | INFY
4%₹136 Cr880,000
↓ -200,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Oct 11 | SUNPHARMA
3%₹106 Cr840,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | AXISBANK
3%₹103 Cr933,200
NTPC Ltd (Utilities)
Equity, Since 31 Aug 20 | NTPC
3%₹92 Cr2,950,620
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 16 | ITC
3%₹90 Cr1,950,000
7.18% Govt Stock 2037
Sovereign Bonds | -
2%₹73 Cr7,400,000
↑ 900,000

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 2023 was 7% , 2022 was 4.2% and 2021 was 3.8% .

Below is the key information for Nippon India Arbitrage Fund

Nippon India Arbitrage Fund
Growth
Launch Date 14 Oct 10
NAV (21 Feb 24) ₹24.2292 ↑ 0.01   (0.06 %)
Net Assets (Cr) ₹13,073 on 31 Jan 24
Category Hybrid - Arbitrage
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately Low
Expense Ratio 1.06
Sharpe Ratio 1.23
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 Jan 19₹10,000
31 Jan 20₹10,619
31 Jan 21₹11,028
31 Jan 22₹11,482
31 Jan 23₹11,958
31 Jan 24₹12,858

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 21 Feb 24

DurationReturns
1 Month 0.8%
3 Month 2.1%
6 Month 3.8%
1 Year 7.4%
3 Year 5.3%
5 Year 5.2%
10 Year
15 Year
Since launch 6.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 7%
2022 4.2%
2021 3.8%
2020 4.3%
2019 6.2%
2018 6.8%
2017 5.5%
2016 6.6%
2015 8.1%
2014 8%
Fund Manager information for Nippon India Arbitrage Fund
NameSinceTenure
Anju Chhajer1 Feb 204 Yr.
Anand Gupta12 Sep 185.39 Yr.

Data below for Nippon India Arbitrage Fund as on 31 Jan 24

Asset Allocation
Asset ClassValue
Cash96.5%
Debt4.07%
Other0.04%
Equity Sector Allocation
SectorValue
Financial Services19.67%
Basic Materials10.72%
Industrials9.61%
Energy7.29%
Communication Services5.81%
Health Care4.98%
Utility4.15%
Consumer Defensive3.95%
Consumer Cyclical3.81%
Technology3.47%
Real Estate0.62%
Debt Sector Allocation
SectorValue
Cash Equivalent87.52%
Corporate9.13%
Government3.92%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Nippon India Money Market Dir Gr
Investment Fund | -
8%₹995 Cr2,658,820
↑ 134,045
Nippon India Liquid Dir Gr
Investment Fund | -
5%₹647 Cr1,115,202
↑ 129,408
Future on Adani Ports & Special Economic Zone Ltd
Derivatives | -
4%-₹442 Cr4,274,400
↑ 4,274,400
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 Oct 19 | ADANIPORTS
4%₹438 Cr4,274,400
↓ -730,400
Future on ICICI Bank Ltd
Derivatives | -
3%-₹306 Cr3,039,400
↓ -24,500
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 20 | ICICIBANK
3%₹303 Cr3,039,400
↓ -24,500
Future on Reliance Industries Ltd
Derivatives | -
2%-₹289 Cr1,111,750
↓ -467,750
Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 17 | RELIANCE
2%₹287 Cr1,111,750
↓ -467,750
Future on Vodafone Idea Ltd
Derivatives | -
2%-₹286 Cr176,240,000
↓ -43,600,000
Vodafone Idea Ltd (Communication Services)
Equity, Since 30 Nov 20 | IDEA
2%₹282 Cr176,240,000
↓ -43,600,000

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 15.2% since its launch.  Ranked 46 in Dynamic Allocation category.  Return for 2023 was 17.5% , 2022 was 5.1% and 2021 was 15.7% .

Below is the key information for Nippon India Balanced Advantage Fund

Nippon India Balanced Advantage Fund
Growth
Launch Date 15 Nov 04
NAV (21 Feb 24) ₹153.336 ↓ -0.39   (-0.25 %)
Net Assets (Cr) ₹7,588 on 31 Jan 24
Category Hybrid - Dynamic Allocation
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.86
Sharpe Ratio 1.91
Information Ratio 0
Alpha Ratio 0
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 Jan 19₹10,000
31 Jan 20₹10,932
31 Jan 21₹12,000
31 Jan 22₹13,926
31 Jan 23₹14,481
31 Jan 24₹17,443

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 21 Feb 24

DurationReturns
1 Month 1.6%
3 Month 9.2%
6 Month 12.9%
1 Year 21.6%
3 Year 12.2%
5 Year 12.1%
10 Year
15 Year
Since launch 15.2%
Historical performance (Yearly) on absolute basis
YearReturns
2023 17.5%
2022 5.1%
2021 15.7%
2020 11.2%
2019 8.3%
2018 0.4%
2017 25.2%
2016 6.4%
2015 0.9%
2014 38.4%
Fund Manager information for Nippon India Balanced Advantage Fund
NameSinceTenure
Ashutosh Bhargava7 May 185.74 Yr.
Kinjal Desai25 May 185.69 Yr.
Amar Kalkundrikar20 Oct 203.28 Yr.
Sushil Budhia31 Mar 212.84 Yr.

Data below for Nippon India Balanced Advantage Fund as on 31 Jan 24

Asset Allocation
Asset ClassValue
Cash5.55%
Equity71.26%
Debt23.19%
Equity Sector Allocation
SectorValue
Financial Services22.67%
Industrials10.15%
Consumer Defensive8.68%
Technology6.74%
Consumer Cyclical6.32%
Health Care4.98%
Energy3.93%
Communication Services3.2%
Utility3.08%
Basic Materials1.51%
Real Estate0.01%
Debt Sector Allocation
SectorValue
Corporate14.71%
Government9.18%
Cash Equivalent4.23%
Securitized0.62%
Credit Quality
RatingValue
A0.03%
AA31.13%
AAA68.84%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
6%₹460 Cr4,615,426
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 11 | HDFCBANK
6%₹459 Cr2,684,813
Infosys Ltd (Technology)
Equity, Since 31 May 09 | INFY
4%₹324 Cr2,097,950
Reliance Industries Ltd (Energy)
Equity, Since 31 May 18 | RELIANCE
3%₹234 Cr906,745
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 18 | ITC
3%₹220 Cr4,762,313
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | AXISBANK
3%₹220 Cr1,994,434
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jan 21 | LT
3%₹198 Cr562,495
NTPC Ltd (Utilities)
Equity, Since 31 Mar 21 | NTPC
3%₹197 Cr6,319,300
↓ -1,100,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 18 | BHARTIARTL
2%₹183 Cr1,777,434
7.18% Govt Stock 2037
Sovereign Bonds | -
2%₹174 Cr17,600,000
↓ -3,400,000

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