NAV (Dec 4)
6 Month CAGR
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.
Launched (2y ago)
Oct 29, 2021
AUM in Crores
Nifty 50 Hybrid Composite Debt 50:50
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|NJ Balanced Advantage Fund (Growth)||NaN||NaN||%|
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.
cash offset for derivatives21.3%
hdfc bank ltd5.5%
hdfc bank limited november 2023 future5.5%
4.48% govt stock 20235.4%
icici bank limited november 2023 future5.1%
|Fund Name||Fund Size||Rolling Returns|
₹ 26,182 cr
₹ 9,338 cr
₹ 7,605 cr
₹ 1,354 cr
₹ 1,051 cr
NJ Asset Management Private Limited
|Fund Name||Scripbox Opinion||Till Date CAGR|
NJ Balanced Advantage Fund (G) is a Dynamic Asset Allocation Or Balanced Advantage Hybrid fund and has delivered an annualised return of 7.5% 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 12/4/2023 is ₹11.72 with the total AUM as of 12/5/2023 is ₹3584.267. 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.
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 1.9% for regular plan.