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 30th Apr
Top holdings
Cash Offset For Derivatives
18.2%
Future on Reliance Industries Ltd
9.2%
Reliance Industries Ltd
9.2%
Clearing Corporation Of India Ltd
5.0%
HCL Technologies Ltd
4.1%
HDFC Asset Management Co Ltd
4.0%
Coal India Ltd
3.6%
Bajaj Auto Ltd
3.2%
Bosch Ltd
3.1%
Colgate-Palmolive (India) Ltd
2.7%
Top industry exposure
Energy
14.9%
Financial Services
13.5%
Healthcare
13.1%
Consumer Cyclical
11.8%
Consumer Defensive
11.5%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
300%
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.