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NJ Balanced Advantage Fund - Regular Plan - Growth Option

Fund House:
NJ Mutual Fund
Category:
Hybrid: Dynamic Asset Allocation
Status:
Open Ended Schemes
Launch Date:
05-10-2021
ISIN Number:
INF0J8L01024
Minimum Investment:
500
Minimum SIP:
Total Assets: (29-11-2024):
3987.97
Nav (20-12-2024)
13.42
CAGR Since Inception:
9.8
Benchmark:
NIFTY 50 Hybrid Composite debt 50:50 Index
Expense Ratio (30-11-2024)::
1.89 %
Risko-Meter:
Moderately High
Exit Load:
For lumpsum investment/switch in, the applicable load will be based on the load structure as on the date of investment/applicable NAV date. For SIP/STP transactions, load for each transaction is based on the applicable load structure as on the .registration,For details, please refer to SID and Addendum available on www.njmutualfund.com, Stamp duty @ 0.005% will be deducted from the Net investment amount. Units will be allotted for the balance amount i.e. net investment amount - stamp duty Stamp duty will be computed using the formula (Investment amount-transaction charges, if any)/(100.005)*0.005."
Asset Class
Peer Camparision
Scheme Name 1Y(%) 2Y(%) 3Y(%) 5Y(%) 10Y(%)
NJ Balanced Advantage Fund - Regular Plan - Growth Option 12.02 15.56 11.47 0 0
Quant Dynamic Asset Allocation Fund - Growth Option - Regular Plan 26.24 0 0 0 0
Axis Balanced Advantage Fund - Regular Plan - Growth 19.56 18.04 12.71 12.17 0
HDFC Balanced Advantage Fund - Growth Plan 19.43 23.16 23 19.85 13.75
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth 18.34 0 0 0 0
Invesco India Balanced Advantage Fund - Growth 18.1 17.56 14.2 11.89 10.08
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option 17.3 17.19 13.58 15.81 0
Franklin India Balanced Advantage Fund- Growth 17 16.34 0 0 0
HSBC Balanced Advantage Fund - Regular Growth 16.76 16.28 12.05 11.04 8.54
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth 16.5 16.51 0 0 0
Fund Manager
Dhaval Patel, Vishal Ashar, Viral Shah:
Scheme Objective
The scheme seeks to generate capital appreciation by dynamically allocating its assets between equity and specified debt securities.:
Riskometer : Moderately High
Risko-meter
Return Analysis
Based On NJ Balanced Advantage Fund - Regular Plan - Growth Option NIFTY 50 TRI Hybrid: Dynamic Asset Allocation
CAGR since inception 9.80% 13.95% 11.51%
1 Year 12.02% 12.84% 14.89%
3 Year 11.47% 13.73% 11.95%
5 Year 0.00% 15.28% 12.36%
10 Year 0.00% 12.46% 9.78%
Nav / Index Value as on2024-12-22 3,987.97% 0.00% 0.00%

PORTFOLIO

Sector Allocation
Debt 24.57
Cash & Cash Equivalents 8.19
Equity 67.24
Derivatives -14.27
Company Holding
RELIANCE INDUSTRIES LIMITED 7.94
HCL TECHNOLOGIES LIMITED 3.55
AJANTA PHARMA LIMITED 3.25
ALKEM LABORATORIES LIMITED 3.2
TORRENT PHARMACEUTICALS LIMITED 2.87
COAL INDIA LTD 2.86
HDFC ASSET MANAGEMENT COMPANY LTD 2.8
BOSCH LIMITED 2.69
BAJAJ AUTO LIMITED 2.6
HERO MOTOCORP LIMITED 2.41
FAQ's of NJ Balanced Advantage Fund - Regular Plan - Growth Option
How do I use the SIP Calculator to calculate NJ Mutual Fund ?

To calculate the NJ Mutual Fund :

1. Visit https://www.swarajfinpro.com/Calculator-SIP

2. Put the monthly SIP amount.

3. Put the monthly expected returns.

4. Write down the time period of investment.

Now, you will be able to see the estimated returns.
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