- Mutual Funds
- NJ Mutual Fund
- NJ Balanced Advantage Fund Direct Growth
NJ Balanced Advantage Fund Direct Plan Growth
₹ 13.66
NAV (May 02)
9.446%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
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Scheme Information
Investment Objective
The scheme seeks to generate capital appreciation by dynamically allocating its assets between equity and specified debt securities.
Expense Ratio | 0.62 % |
Launched 3Y ago | 2021-10-29 |
AUM in Crores | 3691.9 |
ISIN | INF0J8L01040 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY 50 Hybrid Composite Debt 50:50 Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 9.4 |
Beta | 0.8 |
Sharpe Ratio | 0.5 |
YTM | - |
Asset allocation and Holdings
Top Stock Holdings
Others
19.36%Reserve Bank of India
7.93%Others
6.69%HDFC Bank Ltd.
5%Tata Consultancy Services Ltd.
3.49%See all holdings
Allocation by Sector
Healthcare
12.64%Technology
8.85%Automobile
8.24%Consumer Staples
5.45%Financial
3.69%See all sectors
Comparison with Hybrid Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 55,360 cr | ||
₹ 5,670 cr | ||
₹ 3,309 cr | ||
₹ 23,229 cr | ||
₹ 12,239 cr |
Frequently Asked Questions
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