NJ Flexi Cap Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Flexi Cap funds is 66.68% .
The largest portfolio holding is TORRENT PHARMACEUTICALS LTD with a portfolio weight of 5.64% .
The fund currently owns more than 55 stocks.
The top 10 holdings account for 42.44% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 2.24% | -1.16% |
| 2 Year Return | 31.48% | 12.01% |
| 3 Year Return | N/A | 35.81% |
| 4 Year Return | N/A | 52.38% |
| 5 Year Return | N/A | 66.68% |
| 6 Year Return | N/A | 109.08% |
| 7 Year Return | N/A | 129.34% |
| Expense Ratio | 0.41% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Health Care |
5.64%
|
|
| 2 | Health Care |
4.47%
|
|
| 3 | Consumer Staples |
4.44%
|
|
| 4 | Auto - 2 & 3 Wheelers |
4.39%
|
|
| 5 | Consumer Discretionary |
4.31%
|
|
| 6 | Financials |
4.29%
|
|
| 7 | Consumer Staples |
4.06%
|
|
| 8 | Health Care |
3.78%
|
|
| 9 | Health Care |
3.61%
|
|
| 10 | Health Care |
3.46%
|
|
| 11 | Consumer Staples |
3.41%
|
|
| 12 | Food Processing & Packaging |
3.11%
|
NJ Flexi Cap Fund - Direct Plan is managed by NJ and belongs to the Equity 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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