- Mutual Funds
- NJ Mutual Fund
- NJ Balanced Advantage Fund (G)
NJ Balanced Advantage Fund (G)
₹ 14.4
NAV (Sep 18)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 14.4
NAV (Sep 18)
Fund Returns
Last 1Y | 30.7% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 13.8% |
6 Month CAGR | 14.6% |
Scheme Information
The scheme seeks to generate capital appreciation by dynamically allocating its assets between equity and specified debt securities.
Expense Ratio | 1.87 |
Launched (0y ago) | 1.87 |
AUM in Crores | 4279.9 |
ISIN | INF0J8L01024 |
Lock-in | |
Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | |
Standard Deviation | |
Beta | NaN |
Sharpe Ratio | NaN |
YTM |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| NJ Balanced Advantage Fund (G) | 16,43,707 | 9,11,095 | 30.7% | |
| 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
Others
19.4%Reserve Bank of India
7.9%Others
6.7%HDFC Bank Ltd.
5%Tata Consultancy Services Ltd.
3.5%Allocation by Sector
Technology
17.638166%Financial
10.917502%Energy
5.244167%Capital Goods
4.71017%Healthcare
3.903052%Comparison with Others Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 3,124 cr | ||
₹ 1,977 cr | ||
₹ 26,041 cr | ||
₹ 8,093 cr | ||
₹ 15,209 cr |
About the AMC
NJ Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
- | 6.374% | ||
- | 46.688% | ||
- | 6.561% | ||
- | 13.84% | ||
- | 56.674% |
NJ Balanced Advantage Fund (G) Review
NJ Balanced Advantage Fund (G) is a Others Others fund and has delivered an annualised return of 13.84% over a period of 2 years. The fund is managed by NJ Mutual Fund. The fund manager’s name is [object Object],[object Object],[object Object].
Nav of NJ Balanced Advantage Fund (G) as of 9/18/2024 is ₹14.40 with the total AUM as of 9/19/2024 is ₹4279.921791. With Scripbox you can compare and check the latest nav for all mutual funds in India. NJ Balanced Advantage Fund (G) was launched on 2021-10-29. The category risk of the fund is null.
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 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 1.87% for regular plan.