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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 July 10, 2024 , 5140 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 ₹100.156
↑ 0.24
₹3,5358.313.430.417.413.224.1
Nippon India Arbitrage Fund Growth ₹24.946
↑ 0.03
₹15,1581.83.97.85.75.27
Nippon India Balanced Advantage Fund Growth ₹168.958
↑ 0.40
₹8,0437.311.925.613.31317.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 12 Jul 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 12.8% 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 (12 Jul 24) ₹100.156 ↑ 0.24   (0.24 %)
Net Assets (Cr) ₹3,535 on 31 May 24
Category Hybrid - Hybrid Equity
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 2.06
Sharpe Ratio 2.51
Information Ratio 1.11
Alpha Ratio 3.96
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 Jun 19₹10,000
30 Jun 20₹7,605
30 Jun 21₹11,435
30 Jun 22₹11,390
30 Jun 23₹14,028
30 Jun 24₹18,203

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 ₹426,080.
Net Profit of ₹126,080
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 12 Jul 24

DurationReturns
1 Month 3.5%
3 Month 8.3%
6 Month 13.4%
1 Year 30.4%
3 Year 17.4%
5 Year 13.2%
10 Year
15 Year
Since launch 12.8%
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 212.73 Yr.
Kinjal Desai25 May 186.02 Yr.
Sushil Budhia1 Feb 204.33 Yr.
Akshay Sharma1 Dec 221.5 Yr.

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

Asset Allocation
Asset ClassValue
Cash3.35%
Equity75.69%
Debt20.96%
Equity Sector Allocation
SectorValue
Financial Services23.76%
Industrials9.97%
Consumer Cyclical8.59%
Health Care6.95%
Technology5.82%
Energy5.58%
Utility4.03%
Consumer Defensive3.67%
Basic Materials3.43%
Communication Services3.06%
Real Estate0.83%
Debt Sector Allocation
SectorValue
Corporate16.33%
Government4.63%
Cash Equivalent3.35%
Credit Quality
RatingValue
A2.8%
AA42.03%
AAA55.17%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK
5%₹181 Cr1,182,356
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 12 | ICICIBANK
5%₹176 Cr1,570,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 14 | RELIANCE
4%₹144 Cr503,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 13 | LT
4%₹130 Cr354,838
7.18% Govt Stock 2037
Sovereign Bonds | -
3%₹110 Cr10,900,000
↑ 5,000,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215
3%₹108 Cr933,200
NTPC Ltd (Utilities)
Equity, Since 31 Aug 20 | 532555
3%₹106 Cr2,950,620
Infosys Ltd (Technology)
Equity, Since 28 Feb 11 | INFY
3%₹103 Cr730,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Oct 11 | SUNPHARMA
3%₹102 Cr700,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 19 | BHARTIARTL
3%₹94 Cr685,000

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 (12 Jul 24) ₹24.946 ↑ 0.03   (0.12 %)
Net Assets (Cr) ₹15,158 on 31 May 24
Category Hybrid - Arbitrage
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately Low
Expense Ratio 1.06
Sharpe Ratio 1.22
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 Jun 19₹10,000
30 Jun 20₹10,576
30 Jun 21₹10,942
30 Jun 22₹11,341
30 Jun 23₹11,989
30 Jun 24₹12,901

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 12 Jul 24

DurationReturns
1 Month 0.6%
3 Month 1.8%
6 Month 3.9%
1 Year 7.8%
3 Year 5.7%
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 204.33 Yr.
Anand Gupta12 Sep 185.72 Yr.
Rohit Shah8 Apr 240.15 Yr.

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

Asset Allocation
Asset ClassValue
Cash96.03%
Debt4.36%
Other0.03%
Equity Sector Allocation
SectorValue
Financial Services25.39%
Industrials10.22%
Basic Materials8.84%
Energy6.6%
Health Care4.19%
Communication Services3.64%
Consumer Cyclical3.51%
Technology3.17%
Consumer Defensive2.77%
Utility2.36%
Real Estate0.24%
Debt Sector Allocation
SectorValue
Cash Equivalent86.57%
Corporate10.43%
Government3.4%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Nippon India Money Market Dir Gr
Investment Fund | -
9%₹1,332 Cr3,442,536
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 23 | HDFCBANK
7%₹1,049 Cr6,848,600
↑ 1,383,800
Hdfc Bank Limited_27/06/2024
Derivatives | -
7%-₹1,047 Cr6,799,650
↑ 6,799,650
Nippon India Liquid Dir Gr
Investment Fund | -
6%₹877 Cr1,466,202
↓ -168,214
Future on Adani Ports & Special Economic Zone Ltd
Derivatives | -
4%-₹572 Cr3,965,600
↓ -735,600
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 Oct 19 | ADANIPORTS
4%₹570 Cr3,965,600
↓ -735,600
Future on Kotak Mahindra Bank Ltd
Derivatives | -
3%-₹428 Cr2,523,600
↓ -224,800
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 23 | KOTAKBANK
3%₹424 Cr2,523,600
↓ -224,800
Future on Bank of Baroda
Derivatives | -
2%-₹350 Cr13,121,550
↑ 930,150
Bank of Baroda (Financial Services)
Equity, Since 31 Mar 23 | 532134
2%₹348 Cr13,121,550
↑ 930,150

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 15.5% 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 (12 Jul 24) ₹168.958 ↑ 0.40   (0.24 %)
Net Assets (Cr) ₹8,043 on 31 May 24
Category Hybrid - Dynamic Allocation
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.86
Sharpe Ratio 2.46
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
30 Jun 19₹10,000
30 Jun 20₹9,444
30 Jun 21₹12,497
30 Jun 22₹12,677
30 Jun 23₹14,460
30 Jun 24₹17,926

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 12 Jul 24

DurationReturns
1 Month 3.6%
3 Month 7.3%
6 Month 11.9%
1 Year 25.6%
3 Year 13.3%
5 Year 13%
10 Year
15 Year
Since launch 15.5%
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 186.07 Yr.
Kinjal Desai25 May 186.02 Yr.
Amar Kalkundrikar20 Oct 203.61 Yr.
Sushil Budhia31 Mar 213.17 Yr.

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

Asset Allocation
Asset ClassValue
Cash12.83%
Equity64.26%
Debt22.91%
Equity Sector Allocation
SectorValue
Financial Services23.46%
Industrials8.61%
Consumer Cyclical8.59%
Consumer Defensive8.56%
Technology5.54%
Energy4.2%
Communication Services4.01%
Utility3.19%
Health Care2.48%
Basic Materials2.27%
Real Estate0.01%
Debt Sector Allocation
SectorValue
Corporate14.16%
Cash Equivalent12.83%
Government7.47%
Securitized1.28%
Credit Quality
RatingValue
AA32.31%
AAA67.69%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
6%₹501 Cr4,465,426
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 11 | HDFCBANK
5%₹411 Cr2,684,813
Infosys Ltd (Technology)
Equity, Since 31 May 09 | INFY
3%₹267 Cr1,897,950
Reliance Industries Ltd (Energy)
Equity, Since 31 May 18 | RELIANCE
3%₹259 Cr906,745
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 18 | BHARTIARTL
3%₹256 Cr1,862,468
NTPC Ltd (Utilities)
Equity, Since 31 Mar 21 | 532555
3%₹227 Cr6,319,300
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 532215
3%₹216 Cr1,854,434
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 18 | ITC
2%₹167 Cr3,912,313
7.18% Govt Stock 2037
Sovereign Bonds | -
2%₹162 Cr16,100,000
↓ -2,500,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jan 21 | LT
2%₹146 Cr397,495

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यहां प्रदान की गई जानकारी सटीक है, यह सुनिश्चित करने के लिए सभी प्रयास किए गए हैं। हालांकि, डेटा की शुद्धता के संबंध में कोई गारंटी नहीं दी जाती है। कृपया कोई भी निवेश करने से पहले योजना सूचना दस्तावेज के साथ सत्यापित करें।
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