NJ Balanced Advantage Fund

AMC: NJ Moderate Risk Hybrid Dynamic Asset Allocation

📊 Quick Summary Of This Page

NJ Balanced Advantage Fund is a mutual fund managed by , offering diversified exposure across equities with holdings spanning key sectors and companies. Analyze its portfolio structure, sector allocation, NAV trend and SIP performance to understand its investment strategy and risk profile.
₹500
Minimum SIP
1.65%
Expense Ratio
Mr. Viral Shah
Fund Manager
IDCW Payout
Plan Type
08 Oct 2021
Launch Date
0%
Exit Load
NAV Momentum
Fund Analysis

NJ Balanced Advantage Fund does not yet have a 5-year performance history.

The average return for Dynamic Asset Allocation funds is 51.19% .

Holdings Insights

The fund currently owns more than 0 stocks.

The top 10 holdings account for 0.00% of total assets.

Based on portfolio allocation, this fund appears well diversified compared with peers.

Category Comparison
Metric Fund Category Avg
1 Year Return 3.40% 1.03%
2 Year Return 20.74% 10.99%
3 Year Return 34.17% 29.11%
4 Year Return N/A 41.83%
5 Year Return N/A 51.19%
6 Year Return N/A 76.99%
7 Year Return N/A 95.33%
Expense Ratio 1.65% -
NAV History
Fund Information

AMC: NJ

Category: Hybrid • Dynamic Asset Allocation

Launch Date: 08 Oct 2021

Fund Manager: Mr. Viral Shah

Minimum Purchase: ₹500

Exit Load:

Lock-in: 0

Risk: Moderate Risk

About This Fund

NJ Balanced Advantage Fund is managed by NJ and belongs to the Hybrid category.

Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.

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Frequently Asked Questions

NJ Balanced Advantage Fund is a mutual fund managed by . It invests across equities and provides exposure to diversified companies and sectors.

SIP suitability of NJ Balanced Advantage Fund depends on its historical NAV performance, volatility, portfolio quality, expense ratio and long-term consistency.

NJ Balanced Advantage Fund holds companies such as and other stocks based on its latest portfolio disclosure.

is currently one of the highest allocated sectors in NJ Balanced Advantage Fund, based on the latest portfolio data.

NJ Balanced Advantage Fund currently holds approximately stocks across multiple sectors and market caps.

The expense ratio of NJ Balanced Advantage Fund is , which represents the annual cost charged for managing the fund.

NJ Balanced Advantage Fund manages assets worth approximately , representing the total investor capital under management.

NJ Balanced Advantage Fund carries a risk profile based on its portfolio composition, volatility and market exposure.

NJ Balanced Advantage Fund performance can be evaluated using historical NAV trends, SIP returns and long-term return consistency.

Yes, NJ Balanced Advantage Fund can be compared with other funds based on returns, holdings, overlap, sector allocation and risk metrics.

NJ Balanced Advantage Fund is evaluated against , which represents its benchmark index for performance comparison.

is the Asset Management Company responsible for managing NJ Balanced Advantage Fund and making investment decisions.

Yes, NJ Balanced Advantage Fund provides company-wise exposure showing which stocks the fund is invested in and their weightage.

NJ Balanced Advantage Fund may be suitable for long-term investors depending on risk tolerance, investment goals and portfolio diversification needs.

The SIP calculator uses historical NAV data of NJ Balanced Advantage Fund to estimate returns and wealth creation over different time periods.