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NJ Flexi Cap Fund - Regular Plan - Growth Option

Fund House:
NJ Mutual Fund
Category:
Equity: Flexi Cap
Status:
Open Ended Schemes
Launch Date:
05-09-2023
ISIN Number:
INF0J8L01131
Minimum Investment:
500
Minimum SIP:
0
Total Assets: (29-11-2024):
1954.37
Nav (20-12-2024)
13.67
CAGR Since Inception:
26.92
Benchmark:
NIFTY 500 TRI
Expense Ratio (30-11-2024)::
2.03 %
Risko-Meter:
Very 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 registratio 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
Equity
Peer Camparision
Scheme Name 1Y(%) 2Y(%) 3Y(%) 5Y(%) 10Y(%)
NJ Flexi Cap Fund - Regular Plan - Growth Option 17.44 0 0 0 0
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option 46.15 35.02 24.01 18.26 15.44
Invesco India Flexi Cap Fund - Growth 38.04 32.8 0 0 0
JM Flexicap Fund (Regular) - Growth option 37.15 35.02 27.76 24.06 17.33
BANK OF INDIA Flexi Cap Fund Regular Plan -Growth 34.31 33.35 23.82 0 0
HSBC Flexi Cap Fund - Regular Growth 32.23 28.87 19.49 20.1 13.4
Helios Flexi Cap Fund - Regular Plan - Growth Option 32.07 0 0 0 0
ITI Flexi Cap Fund- Regular Plan- Growth 29.98 0 0 0 0
360 ONE FLEXICAP FUND-REGULAR PLAN- GROWTH 29.9 0 0 0 0
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option 29.64 26.22 19.83 20.11 0
Fund Manager
Dhaval Patel, Viral Shah:
Scheme Objective
The Scheme is seeks to generate long term capital appreciation by investing in equity and equity related instruments across market capitalizations.:
Riskometer : Very High
Risko-meter
Return Analysis
Based On NJ Flexi Cap Fund - Regular Plan - Growth Option NIFTY 50 TRI Equity: Flexi Cap
CAGR since inception 26.92% 13.95% 18.72%
1 Year 17.44% 12.84% 23.85%
3 Year 0.00% 13.73% 17.26%
5 Year 0.00% 15.28% 18.75%
10 Year 0.00% 12.46% 14.01%
Nav / Index Value as on2024-12-22 1,954.37% 0.00% 0.00%

PORTFOLIO

Sector Allocation
Cash & Cash Equivalents 1.19
Equity 98.81
Company Holding
HCL TECHNOLOGIES LIMITED 6.62
AJANTA PHARMA LIMITED 6.05
ALKEM LABORATORIES LIMITED 5.96
TORRENT PHARMACEUTICALS LIMITED 5.35
COAL INDIA LTD 5.33
HDFC ASSET MANAGEMENT COMPANY LTD 5.22
BOSCH LIMITED 5.01
BAJAJ AUTO LIMITED 4.83
HERO MOTOCORP LIMITED 4.49
COLGATE-PALMOLIVE (INDIA) LIMITED 4.1
FAQ's of NJ Flexi Cap 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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NJ Flexi Cap Fund - Regular Plan - Growth Option