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42339
75946
NJ Balanced Advantage Fund - Direct (G)
10.07
0.83
0.41
1.68
3.05
2.25
8.22
5
1.33
10.07
NJ Balanced Advantage Fund - Direct (G)
1.33
10.07
1.11
3.5
3 Years
Begin with SIP Invest One-Time
  • NAV

    14.53

    22 Jul 2026

  • -0.21%

     1 Day

  • 10.07%

    3Y CAGR returns

Scheme Compare One click to compare funds with our smart tool—analyze returns & more! Compare

  • ₹ 100

    Min SIP

  • ₹ 500

    Min Lumpsum

  • 1.21%

    Expense Ratio

  • 2

     Rating

  • 3,394 Cr

    Fund Size

  • 4 Years

    Fund Age

SIP Calculator

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  • Wealth Gained
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Scheme Performance

Returns and Ranks ( as on 22 Jul 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 0.83%
  • 10.07%
  • 8.22

Scheme Allocation

By Holding By Sector By Asset
6.50%
4.25%
3.69%
3.47%
3.18%
78.91%
View All

Advance Ratio

  • 3.80Alpha
  • 2.76SD
  • 0.60Beta
  • 0.46Sharpe

Exit Load & Tax Implication

  • Exit Load
  • Nil
  • Tax implication
  • Returns are taxed as per your Income Tax slab.

Fund 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.

Fund Managers

Viral Shah

Risk-o-meter

Low Low to
moderate Moderate Moderately
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High

Peer Comparison

  • Fund Name
View all schemes

More Funds from NJ Mutual Fund

75946
  • Fund Name
  • AUM - ₹ 332

AMC Contact Details

  • Address :
  • Unit No. 101A, 1st Floor, Hallmark Business Plaza, Bandra East Mumbai - 400051
    • Contact :
    • +91022 68940000
    • Email ID :
    • complianceamc@njgroup.in
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