- Mutual Funds
- NJ Mutual Fund
- NJ Balanced Advantage Fund (Growth)
NJ Balanced Advantage Fund (Growth)
₹ 12.82
NAV (Apr 24)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 12.82
NAV (Apr 24)
Fund Returns
Last 1Y | 29.5% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 10.5% |
6 Month CAGR | 16.5% |
Scheme Information
The investment objective of the Scheme is to generate capital appreciation by dynamically allocating its assets between equity and specified debt securities. However,there is no assurance or guarantee that the investment objective of the scheme will be achieved.
Expense Ratio | 1.93 |
Launched (3y ago) | Oct 29, 2021 |
AUM in Crores | 3964.803 |
ISIN | INF0J8L01024 |
Lock-in | No Lock-in |
Benchmark | Nifty 50 Hybrid Composite Debt 50:50 |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 0 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 6.73 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| NJ Balanced Advantage Fund (Growth) | 15,87,529 | 8,54,917 | 29.5% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
cash offset for derivatives
35.9%hdfc bank limited april 2024 future
8.1%hdfc bank ltd
8%clearing corporation of india ltd
6.2%hindustan aeronautics ltd ordinary shares
3.5%Allocation by Sector
financial services
22.4%technology
16.1%industrials
10%consumer defensive
9.4%energy
8.1%Comparison with Hybrid Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 10,737 cr | ||
₹ 33,502 cr | ||
₹ 8,943 cr | ||
₹ 3,417 cr | ||
₹ 1,868 cr |
About the AMC
NJ Asset Management Private Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
- | 32.9% | ||
- | 10.5% | ||
- | 6.5% | ||
- | 2.5% | ||
- | 6.4% |
NJ Balanced Advantage Fund (G) Review
NJ Balanced Advantage Fund (G) is a Dynamic Asset Allocation Or Balanced Advantage Hybrid fund and has delivered an annualised return of 10.5% over a period of 2 years. The fund is managed by NJ Asset Management Private Limited. The fund managers are Dhaval Patel, Viral Shah, Vishal Ashar.
Nav of NJ Balanced Advantage Fund (G) as of 4/24/2024 is ₹12.82 with the total AUM as of 4/25/2024 is ₹3964.803. With Scripbox you can compare and check the latest nav for all mutual funds in India. NJ Balanced Advantage Fund (G) was launched on Oct 29, 2021. The category risk of the fund is Moderately High risk.
The minimum SIP amount for NJ Balanced Advantage Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Frequently Asked Questions
What is NJ Balanced Advantage Fund (G)?
How to invest in NJ Balanced Advantage Fund (G)?
You can invest in NJ Balanced Advantage Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of NJ Balanced Advantage Fund (G)?
The minimum sip amount for NJ Balanced Advantage Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is NJ Balanced Advantage Fund (G) good to invest in?
As per Scripbox experts, NJ Balanced Advantage Fund (G) is a Not Reviewed Yet fund. You can investNJ Balanced Advantage Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the NJ Balanced Advantage Fund (G)?
The expense ratio of the NJ Balanced Advantage Fund (G) is 1.93% for regular plan.