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Nippon India Balanced Advantage Fund

Nippon India Mutual Fund Dynamic Asset Allocation Fund Active Stock Picker As of 2026-05-31
Holdings
152
Well diversified
Top 10 weight
30%
Concentration
Active share
55%
Active Stock Picker
Equity
74%
Asset allocation

Portfolio

35Sectors 2Large positions 17.0%Top: Banks 5.0%Cash

Market-cap allocation

Large cap51%
Mid cap12%
Small cap5%

Asset allocation

Equity74%
Debt14%
Cash5%
Other3%

Top holdings

Holdings appear once portfolio data is connected.

AI Smart summary

Portfolio read

  • 74% equity, 14% debt, 5% cash.
  • 152 disclosed positions across 35 classified equity sectors.
  • Largest equity sector is Banks at 17.0% of the portfolio.
  • Top 10 positions account for 30%, indicating relatively distributed position weights.

Watchpoints

  • No threshold-based concentration or allocation warning was triggered by the available portfolio data.

Auto-generated from fund metrics. Educational only - not investment advice.

Peer comparison

Other funds in Dynamic Asset Allocation Fund.

HDFC Balanced Advantage Fund314 holdings · 31% top 10 · 52% AS
Kotak Balanced Advantage Fund207 holdings · 34% top 10 · 53% AS
ICICI Prudential Balanced Advantage Fund206 holdings · 35% top 10 · 52% AS
Axis Balanced Advantage Fund157 holdings · 40% top 10 · 53% AS
WhiteOak Capital Balanced Advantage Fund143 holdings · 36% top 10 · 59% AS
NJ Balanced Advantage Fund142 holdings · 36% top 10 · 68% AS

Sector exposure

Full industry / sector breakdown aggregated from the fund's holdings.

Banks17.0%
IT - Software4.7%
Finance4.0%
Power4.0%
Automobiles3.8%
Retailing3.7%
Petroleum Products3.3%
Pharmaceuticals & Biotechnology3.2%
Electrical Equipment2.9%
Telecom - Services2.6%
Insurance2.2%
Construction2.0%
Diversified FMCG1.8%
Beverages1.7%
Other 21 sectors17.6%