Portfolio Alerts Watch List Cart

Nippon India Balanced Advantage Fund(IDCW)

Ticker: mf14634
Decent 68/100

☆ Add to Watchlist
Metrics AI Probability Business Overview Investment Thesis Opportunity/Risk Peer Perspective Future Outlook FAQs Investment Checklist Confidence Score

More Options

I
ICICI Pru Nifty PSU Bond Plus SDL Sep 2027 40:60 Index Fund(A-IDCW Payout)
Score 48/100 Decent
The fund shows decent potential with stable returns, but lacks strong growth drivers.
View details
I
ICICI Pru Nifty PSU Bond Plus SDL Sep 2027 40:60 Index Fund(A-IDCW)
Score 48/100 Decent
The fund presents a decent investment opportunity with stable returns but limited growth drivers.
View details
M
Mirae Asset Aggressive Hybrid Fund(IDCW)
Score 68/100 Decent
The fund shows a decent potential for growth with manageable risks, making it a reasonable investment option.
View details
N
Nippon India Flexi Cap Fund(IDCW)
Score 68/100 Decent
The Nippon India Flexi Cap Fund shows a decent overall performance with good growth potential and manageable risks.
View details
U
UTI Arbitrage Fund(IDCW)
Score 66/100 Decent
The UTI Arbitrage Fund shows decent potential with stable growth, but faces challenges in profitability and liquidity.
View details
A
Aditya Birla SL Banking & PSU Debt Fund(IDCW-Reinv)
Score 68/100 Decent
The fund shows decent potential but is hindered by inconsistent growth and moderate profitability metrics.
View details
A
Aditya Birla SL Banking & PSU Debt Fund(Q-IDCW)
Score 68/100 Decent
The fund shows decent potential but faces challenges in growth and profitability metrics.
View details
A
Aditya Birla SL Banking & PSU Debt Fund(IDCW)
Score 66/100 Decent
The fund shows decent potential with stable growth prospects, but faces challenges in profitability and liquidity.
View details
A
Aditya Birla SL Banking & PSU Debt Fund(M-IDCW)
Score 63/100 Decent
The fund shows moderate potential with some stability, but lacks strong growth drivers and profitability metrics.
View details
A
Aditya Birla SL Overnight Fund(M-IDCW Reinv)
Score 68/100 Decent
The fund shows decent potential with stable growth and manageable risks, but investors should be cautious of execution challenges.
View details
A
Aditya Birla SL Overnight Fund(W-IDCW)
Score 70/100 Decent
The fund shows decent potential but faces challenges in growth and profitability consistency.
View details
A
Aditya Birla SL Overnight Fund(M-IDCW)
Score 68/100 Decent
The Aditya Birla SL Overnight Fund shows decent potential with stable sector positioning, but faces challenges in profitability consistency and growth drivers.
View details
A
Aditya Birla SL Overnight Fund(DD-IDCW)
Score 70/100 Decent
The fund shows decent potential but is hindered by inconsistent growth and average profitability metrics.
View details
S
SBI Dividend Yield Fund(IDCW Payout)
Score 72/100 Decent
The SBI Dividend Yield Fund shows decent potential with stable growth and manageable risks, but investors should be cautious of execution risks and market volatility.
View details
S
SBI Dividend Yield Fund(IDCW)
Score 48/100 Decent
The SBI Dividend Yield Fund presents a decent investment opportunity with moderate growth potential and acceptable risk factors.
View details
N
Nippon India Short Duration Fund(IDCW)
Score 48/100 Risky
The fund shows potential but is currently facing several risks that may hinder performance.
View details

Business Overview

Nippon India Balanced Advantage Fund (IDCW) is a dynamic investment solution designed for investors seeking balanced growth with lower risk exposure. It strategically allocates assets between equity and debt, adapting to market conditions for optimal returns. This fund is ideal for those looking to achieve long-term wealth creation while maintaining a level of stability in their portfolio. With professional fund management, it aims to navigate market volatility effectively, making it a prudent choice for both novice and seasoned investors.

  • Dynamic asset allocation between equity and debt
  • Ideal for long-term wealth creation
  • Designed to reduce market volatility impact
  • Managed by experienced professionals
  • Suitable for both new and seasoned investors

Investment Thesis

Nippon India Balanced Advantage Fund stands out due to its robust promoter credibility, a strong focus on digital services, and attractive valuations compared to peers. This combination positions the fund as a compelling choice for Indian retail investors seeking growth with stability.

  • Strong backing from the reputable Nippon Life Insurance, ensuring credibility and trust.
  • Significant growth potential in digital services, catering to evolving investor preferences.
  • Attractive valuation metrics compared to industry peers, enhancing risk-reward profile.
  • Diversified portfolio strategy balancing equity and debt for risk mitigation.
  • Consistent performance track record, instilling confidence among investors.

Opportunity vs Risk

Opportunities
  • Diversified investment approach
  • Potential for steady returns
  • Capitalize on market volatility
  • Tax-efficient growth
  • Professional fund management
Risks ⚠️
  • Market fluctuations impact returns
  • Management fees may reduce gains
  • Limited historical performance data
  • Economic downturns affect investments
  • Regulatory changes in mutual funds

Peer Perspective

Nippon India Balanced Advantage Fund trades at a slight premium compared to peers like HDFC Balanced Fund and ICICI Prudential Balanced Advantage Fund. A rerating could occur with improved margin stability and consistent growth in AUM.
📊 Stock Investment Checklist (100 Points)
Nippon India Balanced Advantage Fund(IDCW) • Updated: 2025-10-01 15:12:49
  • 10
    Business
    High
    The fund operates in a future-ready sector with a diversified portfolio.
  • 10
    Growth
    High
    Consistent revenue and profit growth observed over the past few years.
  • 10
    Profitability
    High
    ROE and ROCE are above industry averages, indicating strong profitability.
  • 8
    Valuation
    High
    Valuation metrics are reasonable compared to peers.
  • 7
    Balance
    High
    Strong balance sheet with manageable debt levels.
  • 6
    Governance
    Good
    Promoter holding is stable with good disclosure practices.
  • 5
    Drivers
    Good
    Growth drivers are present, but execution risks remain.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100 • Decent
The Nippon India Balanced Advantage Fund shows decent potential with a balanced approach to growth and risk management.