Reliance Balanced Advantage Fund - Direct Plan Growth Plan - Bonus Option
Combines equity and debt in one fund. Aims for a smoother ride than pure equity funds. From Reliance Mutual Fund. It's been running since 16 Jan 2013.
What ₹1 lakh would have become
Based on past returnsThese are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.
Play with a monthly investment
Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.
Vs 4 other funds in Hybrid Scheme - Balanced Hybrid Fund
Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.
Year by year
Calendar-year returns. 0 of last 3 years were positive.
Price over time
How the per-unit price has moved. Tap a range to zoom in.
Bumpiness & worst drops
The value swings roughly 131% up or down in a typical year. Finance-speak calls this volatility.
A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.
Similar funds you might want to look at
Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.
Head-to-head comparisons
Side-by-side comparisons of Reliance Balanced Advantage Fund - Direct Plan Growth Plan - Bonus Option against other hybrid funds.
Technical details (for the pros)
Fund info
- Fund house
- Reliance Mutual Fund
- Category
- Hybrid Scheme - Balanced Hybrid Fund
- Plan
- Direct
- Option
- Growth
- ISIN (Growth)
- —
- ISIN (Div re-invest)
- —
- Fund code
- 118737
- First price on record
- 16 Jan 2013 · 338 daily prices
About Reliance Balanced Advantage Fund - Direct Plan Growth Plan - Bonus Option
Reliance Balanced Advantage Fund - Direct Plan Growth Plan - Bonus Option is a Hybrid Scheme - Balanced Hybrid Fund offered by Reliance Mutual Fund under the Direct plan with the Growth option. It has approximately 14 years of NAV track record. The fund falls in the hybrid category — Combines equity and debt in one fund. Aims for a smoother ride than pure equity funds.
The current NAV of Reliance Balanced Advantage Fund - Direct Plan Growth Plan - Bonus Option is ₹9.6826 (as of 24 Dec 2015). Historically, it has delivered -0.75% over the last year. Returns are historical and don't predict future performance.
Over the last three years, the fund's prices have moved with 130.9% annualised volatility — a "very high" level of bumpiness; its deepest peak-to-trough fall on record was 79.4%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.
Frequently asked
What is the latest NAV of Reliance Balanced Advantage Fund - Direct Plan Growth Plan - Bonus Option?+
The latest NAV of Reliance Balanced Advantage Fund - Direct Plan Growth Plan - Bonus Option is ₹9.6826 as of 24 Dec 2015, down 0.03% from the previous day. NAV is updated once a business day after the market close.
What are the returns of Reliance Balanced Advantage Fund - Direct Plan Growth Plan - Bonus Option?+
Reliance Balanced Advantage Fund - Direct Plan Growth Plan - Bonus Option has delivered 1-year return -0.75%, since-inception CAGR -40.89%. Returns are historical and don't predict future performance — markets move in cycles.
What category does Reliance Balanced Advantage Fund - Direct Plan Growth Plan - Bonus Option belong to?+
Reliance Balanced Advantage Fund - Direct Plan Growth Plan - Bonus Option is categorised as Hybrid Scheme - Balanced Hybrid Fund. Combines equity and debt in one fund. Aims for a smoother ride than pure equity funds.
How risky is Reliance Balanced Advantage Fund - Direct Plan Growth Plan - Bonus Option?+
Based on its 3-year annualised volatility of 130.9%, Reliance Balanced Advantage Fund - Direct Plan Growth Plan - Bonus Option sits in the "very high" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.
Is Reliance Balanced Advantage Fund - Direct Plan Growth Plan - Bonus Option a direct plan?+
Reliance Balanced Advantage Fund - Direct Plan Growth Plan - Bonus Option is a Direct plan (no distributor commission — lower expense ratio) with the Growth option (all returns compound within the fund, no interim payouts).
How old is Reliance Balanced Advantage Fund - Direct Plan Growth Plan - Bonus Option?+
Reliance Balanced Advantage Fund - Direct Plan Growth Plan - Bonus Option has NAV history available from 16 Jan 2013 — approximately 14 years of track record and 338 daily NAV observations.
Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.