NJ Balanced Advantage Fund

Hybrid | Dynamic Asset Allocation or Balanced Advantage
Monthly Amount Invested
Duration
Yr
  • Would Have Become
    --
  • Invested Value
    --
  • Total Gain
    --
  • Returns
    -- per annum
₹ 500 ₹ 500 0.54 % 0★ ₹ 5,014 11 Months
Min SIP Min Lumpsum Expense Ratio Rating Fund Size (in Cr) Fund Age
₹ 500 ₹ 500 0.54 %
Min SIP Min Lumpsum Expense Ratio
0★ ₹ 5,014 Cr 11 Months
Rating Fund Size Fund Age

Scheme 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.

Scheme Performance

Returns and Ranks ( as on 04 October 2022 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
Trailing Returns - - - -2.2%
Category Average -0.8% 16.8% 14.2% -

Scheme Allocation

Holding
Sector
Asset
Net CA & Others
21.57%
C C I
3.36%
Torrent Power
2.03%
SKF India
1.46%
Solar Industries
1.41%
Others
70.17%
Cash & Others
22.06%
Debt
17.24%
Banks
8.74%
Petroleum Products
3.74%
Industrial Products
3.68%
Others
44.54%
Equity
82.39%
Net Curr Ass/Net Receivables
21.57%
T-Bills
9.69%
Govt Securities / Sovereign
3.81%
Reverse Repos
3.36%

Fund House and Investment Objective

NJ Mutual Fund

NJ Balanced Advantage Fund

Fund Manager
Rishi Sharma

Exit Load

Exit Load All units redeemed / switched-out in excess of the 5% load free units will be subject to the below mentioned exit load. 1% - If redeemed / switch-out within 30 days of allotment Nil - If redeemed / switch-out after 30 days of allotment

Advance Ratio

-0 0.5 0.4 -0
Alpha SD Beta Sharpe

Risk-O-Meter

Other Funds from the same Fund House

AMC Contact Details

NJ Mutual Fund
AUM:
4,978 Cr
Address:
Unit No. 101A, 1st Floor, Hallmark Business Plaza, Bandra East Mumbai - 400051
Contact:
022 68940000
Email ID:
complianceamc@njgroup.in

Frequently Asked Questions

You can invest in NJ Balanced Advantage Fund in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for NJ Balanced Advantage Fund in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
The NJ Balanced Advantage Fund has delivered -2.2% since inception
The NAV of NJ Balanced Advantage Fund is ₹9.8 as of 04 October 2022.
The expense ratio of NJ Balanced Advantage Fund is 0.54 % as of 04 October 2022.
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
Invest Now