MF Gyan
Head-to-head

Compare up to 5 funds side-by-side.

Prices normalised to ₹100 at the start of the range. Metrics marked with a highlight the winner per row. Descriptive comparison only — MF Gyan does not recommend one over another.

₹1 lakh over time

What ₹1,00,000 invested at the start of each window would have become in each fund.

hybridDirect
Nippon India Balanced Advantage Fund - Direct Plan - IDCW Option
3Y ago₹1.18 L
5Y ago₹1.25 L

Every metric, side-by-side

marks the winner per row.

MetricNippon India Balanced Advantage…
Fund houseNippon India Mutual Fund
CategoryHybrid Schemes - Balanced Advantage Fund/ Dynamic Asset Allocation
PlanDirect
Latest NAV₹46.0958
Assets managed (AUM)—
1M return-0.33%
6M return0.00%
1Y return0.22%
3Y CAGR5.66%
5Y CAGR4.49%
Since inception CAGR5.23%
Bumpiness · 3Y (annualised σ)8.01
Worst drop ever-31.82%
Sharpe · 3Y (rf=6%)-0.04