Nippon India Balanced Advantage Fund Direct Growth

Scheme code: INF204K01G94 NAV value: ₹ 190.2578 NAV date: 15 April, 2025
Fund option: Direct Fund type: Growth
Asset class: Hybrid Asset category: Balanced Hybrid Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year4.5629.9819.3218.58
3 year8.8920.3913.8013.8
5 year4.1019.0411.6111.61
7 year8.3215.0711.6511.65
10 year9.6714.6612.5212.52
12 year12.3513.5012.9312.93

Rolling return for 1 year

- Average return: 19.32% - Median return: 21.75% - Average standard deviation: 2.46

Rolling return for 3 year

- Average return: 13.8% - Median return: 13.7% - Average standard deviation: 0.94

Rolling return for 5 year

- Average return: 11.61% - Median return: 11.83% - Average standard deviation: 0.62

Rolling return for 7 year

- Average return: 11.65% - Median return: 11.72% - Average standard deviation: 0.53

Rolling return for 10 year

- Average return: 12.52% - Median return: 12.62% - Average standard deviation: 0.38

Rolling return for 12 year

- Average return: 12.93% - Median return: 12.92% - Average standard deviation: 0.3

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)
1 year12,00,00012,82,47082,4706.88
3 year36,00,00043,93,5427,93,5426.87
5 year60,00,00081,46,53421,46,5346.31
7 year84,00,0001,26,41,16242,41,1626.01
10 year1,20,00,0002,25,48,0101,05,48,0106.51
12 year1,44,00,0003,13,57,2491,69,57,2496.70

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,82,470 - Absolute Returns: ₹82,470 - CAGR: 6.88%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹43,93,542 - Absolute Returns: ₹7,93,542 - CAGR: 6.87%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹81,46,534 - Absolute Returns: ₹21,46,534 - CAGR: 6.31%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,26,41,162 - Absolute Returns: ₹42,41,162 - CAGR: 6.01%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,25,48,010 - Absolute Returns: ₹1,05,48,010 - CAGR: 6.51%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,13,57,249 - Absolute Returns: ₹1,69,57,249 - CAGR: 6.7%