Nippon India Balanced Advantage Fund-Growth Plan

Dynamic Asset Allocation / BAFHybrid Rank 21 of 34

NAV · Regular-Growth

—-0.43-0.27%

As of — · AMFI

NAV growth+23.7%

May ’23May ’24

Arthkar verdictA balanced read

Returns

Lags category

0 of 3 periods ahead

Consistency

Strong

positive in 11 of 12 years

Trails its Dynamic Asset Allocation / BAF category on 1Y, 3Y & 5Y.

1Y return

-0.5%

-3.2 vs cat

3Y CAGR

+8.6%

-0.7 vs cat

5Y CAGR

+7.7%

-0.2 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

8.8%

3Y std dev

Go deeper on Nippon India Balanced Advantage Fund-Growth Plan

Two data-only views, computed from this fund's real NAV history — no projections.

Nippon India Balanced Advantage Fund-Growth Plan SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.Nippon India Balanced Advantage Fund-Growth Plan real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

Nippon India Balanced Advantage Fund-Growth Plan is a Dynamic Asset Allocation / BAF scheme from Nippon India. Long-run track record: about 7.7% CAGR over 5 years. Worst historical drawdown: -63% in Mar 2009, recovered in 18 months.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Regular · Growth · INF204K01596

NAV (Direct-Growth)

₹161.4547

Last 1Y

+23.75%

May 23Min ₹130.47 · Max ₹161.89 · 245 ptsMay 24

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Mar 2009

-62.6%

Peak ₹40.13 on 7 Jan 2008 → trough ₹15.00 on 9 Mar 2009 (14 months down).

Recovered in 18 months· 19 Aug 2010

Dec 2011

-29.3%

Peak ₹44.41 on 9 Nov 2010 → trough ₹31.40 on 20 Dec 2011 (14 months down).

Recovered in 12 months· 6 Dec 2012

Jun 2006

-25.9%

Peak ₹20.46 on 10 May 2006 → trough ₹15.17 on 14 Jun 2006 (1 months down).

Recovered in 2 months· 16 Aug 2006

Feb 2016

-23.0%

Peak ₹71.47 on 19 Aug 2015 → trough ₹55.05 on 25 Feb 2016 (6 months down).

Recovered in 6 months· 31 Aug 2016

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	-1.92%	-1.86%	20/ 41
1M	-3.72%	-3.39%	23/ 41
3M	-3.26%	-2.64%	26/ 41
6M	+4.17%	+7.63%	22/ 41
YTD	-2.41%	+0.17%	21/ 40
1Y	-0.47%	+2.71%	25/ 40
2Y	+1.52%	+1.91%	23/ 39
3Y	+8.58%	+9.26%	21/ 34
5Y	+7.71%	+7.90%	16/ 24
7Y	+10.18%	+10.24%	11/ 21
10Y	+9.25%	+8.62%	7/ 15

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