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  • NJ Mutual Fund
  • NJ Balanced Advantage Fund (Growth)
NJ Mutual Fund

NJ Balanced Advantage Fund (Growth)

HybridDynamic Asset Allocation Or Balanced Advantage

9.94

NAV (Nov 25)

-0.6%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
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Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

9.94

NAV (Nov 25)

Fund Returns

Last 1Y

0.1%

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

-0.6%

6 Month CAGR

7.8%

Scheme Information

Investment Objective

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

1.91

Launched (1y ago)

Oct 29, 2021

AUM in Crores

4825.876

ISIN

INF0J8L01024

Lock-in

No Lock-in

Benchmark

IISL Nifty 50 TR INR

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

6.25

Fund Managers

Rishi Sharma

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

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

Last updated on 2022-11-25

Top Stock Holdings

net receivables / (payables)

16.4%
16.4%

clearing corporation of india ltd

14.1%
14.1%

future on hdfc bank ltd

2.5%
2.5%

hdfc bank ltd

2.5%
2.5%

future on indusind bank ltd

2.3%
2.3%
See all holdings

Allocation by Sector

basic materials

10.9%
10.9%

energy

10.3%
10.3%

financial services

10%
10%

industrials

9.8%
9.8%

consumer defensive

8.9%
8.9%
See all sectors

Compare NJ Balanced Advantage Fund (Growth)

Fund NameFund SizeRolling Returns
ICICI Prudential Equity & Debt Fund (G)
ICICI Prudential Equity & Debt Fund (G)

₹ 21,109 cr

₹ 3,307 cr

₹ 761 cr

₹ 428 cr

₹ 2,759 cr

About the AMC

NJ Asset Management Private Limited

NJ Asset Management Private Limited manages assets worth 4,902 crores and was set up on null. It's current offering of mutual fund schemes includes 2 hybrid funds.

amc-img

  • 91 6357222000
  • info@njrecruitment.in
  • Fund NameScripbox Opinion
    Till Date CAGR

    -

    -0.6%

    -

    1.3%

    -

    1.8%

    -

    -0.6%

    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 -0.6% over a period of 1 years. The fund is managed by NJ Asset Management Private Limited. The fund manager’s name is Rishi Sharma.

    Nav of NJ Balanced Advantage Fund (G) as of 11/25/2022 is ₹9.94 with the total AUM as of 11/27/2022 is ₹4825.876. 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 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)?

    NJ Balanced Advantage Fund (G) is a Dynamic Asset Allocation Or Balanced Advantage Hybrid scheme predominantly investing across Hybrid stocks with an investment objective to generate wealth over the long term.

    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 1.91% for regular plan.