NJ Balanced Advantage Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹500

NJ Balanced Advantage Growth Direct Plan

NAV
₹14.1400
-0.42%
(2 Feb)
AUM
3,713 Cr
TER
0.6%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+11.2%
+9.2%
+8.2%
+7.2%
+5.6%
+2.9%
3Y
+15.6%
+18.6%
+15.9%
+14.8%
+12.2%
+12.5%
5Y
+13.6%
+20.2%
+13.3%
NA
+10.5%
NA
ALL
+14.9%
+15.3%
+10.8%
+11.2%
+12.3%
+8.5%
VOL
10.7%
13.5%
8.1%
9.2%
-
8.1%
TER
0.8%
0.7%
0.7%
0.5%
-
0.6%
AUM
₹4,748 Cr
₹1,07,971 Cr
₹3,816 Cr
₹928 Cr
-
₹3,713 Cr
INFO
1.39
1.13
1.33
1.21
-
1.05
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
NJ Balanced Advantage (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Dec
Top holdings
Cash Offset For Derivatives
27.4%
Future on Reliance Industries Ltd
9.4%
Reliance Industries Ltd
9.4%
Future on BANK Index
5.5%
Bajaj Finance Ltd
4.9%
HDFC Bank Ltd
4.5%
Eicher Motors Ltd
3.4%
Marico Ltd
3.2%
Bosch Ltd
3.0%
Muthoot Finance Ltd
3.0%
Top industry exposure
Financial Services
28.5%
Consumer Cyclical
14.6%
Consumer Defensive
12.2%
Energy
11.0%
Technology
9.5%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
289%
Lock-in period
-
Exit load
• 1% for redemption within 30 days
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 manager(s)
Viral Shah
Dhaval Patel

FAQs