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

NJ Balanced Advantage Fund (Growth)

HybridDynamic Asset Allocation Or Balanced Advantage

13.12

NAV (May 24)

11.2%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

Invest in this fund
Scripbox Recommended Equity Funds
Want the equity funds that are right for your long term equity investment needs?Learn more

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

13.12

NAV (May 24)

Fund Returns

Last 1Y
29.4%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
11.2%
6 Month CAGR
14.6%

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
1.89
Launched (3y ago)
Oct 29, 2021
AUM in Crores
3872.064
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
6.77
Fund Managers

Viral Shah

Fund Manager

Vishal Ashar

Fund Manager

Dhaval Patel

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
NJ Balanced Advantage Fund (Growth)70%15,82,964 8,50,35229.4%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2024-05-24

Top Stock Holdings

cash offset for derivatives

37.4%
37.4%

hdfc bank limited may 2024 future

8.6%
8.6%

hdfc bank ltd

8.6%
8.6%

clearing corporation of india ltd

3.9%
3.9%

reliance industries ltd

3.2%
3.2%
See all holdings

Allocation by Sector

financial services

27.8%
27.8%

technology

16.3%
16.3%

energy

9.7%
9.7%

industrials

9.5%
9.5%

consumer cyclical

5.8%
5.8%
See all sectors

Comparison with Hybrid Funds

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

₹ 34,733 cr

₹ 11,135 cr

₹ 2,024 cr

₹ 2,173 cr

₹ 9,107 cr

amc-img

About the AMC

NJ Asset Management Private Limited

NJ Asset Management Private Limited manages assets worth 5,832 crores and was set up on null. It's current offering of mutual fund schemes includes 1 debt and 2 hybrid funds.amc-img
phone-img91 6357222000
Fund NameScripbox Opinion
Till Date CAGR

-

37.9%

-

11.2%

-

6.5%

-

3.1%

-

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 11.2% 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 5/24/2024 is ₹13.12 with the total AUM as of 5/27/2024 is ₹3872.064. 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 Very 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 instruments 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 1.89% for regular plan.