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- Nj Balanced Advantage Fund Regular Plan Growth
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Nj Balanced Advantage Fund Regular Plan Growth
NAV (Jul 24,2024)
Invest in the NJ Balanced Advantage Fund - Regular Plan - Growth for potential growth and stability. With an expense ratio of 1.93, this fund offers a balanced approach to investing, with a PE ratio of 35.84 and a PB ratio of 9.04. The scheme has an AUM of 3976.53 INR and requires a minimum investment of 500 INR. There is no lock-in period for this fund, making it a flexible option for investors. Established on October 29, 2021, this fund is a reliable choice for long-term growth.
Nj Balanced Advantage Fund Regular Plan Growth Latest Trend
- 1M
- 2M
- 3M
Nj Balanced Advantage Fund Regular Plan Growth Latest Trend
Risk Ratios
- P/E Ratio38.57
- P/B Ratio9.85
- Alpha0
- Beta0
- Sharpe0.19
- Sortino0.29
Fund Overview
1.88%
0%
No Lock-in
₹ 3978.50 Cr
SIP ₹500.00
Scheme Riskometer
Investors understand that their principal will be at
Very High
Investment Return Calculator
as on Jul 27, 2024
Total Invested Amount | 3 Months Absolute Return (In %) | 6 Months Absolute Return (In %) | 1 Year Absolute Return (In %) | 3 Year Absolute Return (In %) | 5 Year Absolute Return (In %) |
---|---|---|---|---|---|
₹ 10,000 | ₹ 10,943.84 (9.44%) | ₹ 11,287.21 (12.87%) | ₹ 13,161.35 (31.61%) | ₹ -- (--) | ₹ -- (--) |
₹ 30,000 | ₹ 32,831.52 (9.44%) | ₹ 33,861.63 (12.87%) | ₹ 39,484.05 (31.61%) | ₹ -- (--) | ₹ -- (--) |
₹ 50,000 | ₹ 54,719.2 (9.44%) | ₹ 56,436.05 (12.87%) | ₹ 65,806.75 (31.61%) | ₹ -- (--) | ₹ -- (--) |
₹ 80,000 | ₹ 87,550.72 (9.44%) | ₹ 90,297.68 (12.87%) | ₹ 1,05,290.8 (31.61%) | ₹ -- (--) | ₹ -- (--) |
₹ 1,00,000 | ₹ 1,09,438.4 (9.44%) | ₹ 1,12,872.1 (12.87%) | ₹ 1,31,613.5 (31.61%) | ₹ -- (--) | ₹ -- (--) |
Calculate Your Mutual Fund Returns
Fund Portfolio Allocation
- Holdings
- Sectors
Name
Assets
- Clearing Corporation of India Ltd10.66%
- HDFC Bank Limited5.68%
- Days Tbill MD5.48%
- Reliance Industries Limited3.50%
- Tata Consultancy Services Limited3.13%
- Central Depository Services India Limited3.07%
- Bharat Electronics Limited2.79%
- Indian Railway Catering And Tourism Corporation Limited2.72%
- Power Grid Corporation of India Limited2.66%
- REC Limited2.56%
- Hindustan Aeronautics Limited2.51%
- Oracle Financial Services Software Limited2.48%
- Coal India Limited2.41%
- HDFC Asset Management Company Limited2.34%
- MphasiS Limited2.26%
- HCL Technologies Limited2.08%
- L&T Technology Services Limited1.97%
- Sonata Software Limited1.81%
- Tata Power Company Limited1.79%
- Nippon Life India Asset Management Limited1.77%
- State Bank of India1.75%
- Oil India Limited1.56%
- Bajaj Finance Limited1.44%
- TVS Motor Company Limited1.42%
- Castrol India Limited1.40%
- Torrent Pharmaceuticals Limited1.39%
- Titan Company Limited1.38%
- Persistent Systems Limited1.38%
- JB Chemicals & Pharmaceuticals Limited1.37%
- Colgate Palmolive India Limited1.36%
- Bajaj Auto Limited1.34%
- Bank of Baroda1.28%
- Hindustan Unilever Limited1.27%
- Kotak Mahindra Bank Limited1.14%
- CRISIL Limited1.08%
- Larsen & Toubro Limited0.87%
- ACC Limited0.82%
- Divi s Laboratories Limited0.80%
- Ambuja Cements Limited0.79%
- Adani Enterprises Limited0.77%
- Bajaj Finserv Limited0.66%
- Tata Motors Limited0.62%
- Amara Raja Energy & Mobility Ltd0.42%
- Vedanta Limited0.42%
- ITC Limited0.39%
- GAIL India Limited0.38%
- PI Industries Limited0.33%
- Tech Mahindra Limited0.32%
- Nestle India Limited0.32%
- Oil & Natural Gas Corporation Limited0.31%
- LTIMindtree Limited0.30%
- SKF India Limited0.30%
- Coromandel International Limited0.29%
- Grindwell Norton Limited0.28%
- Supreme Industries Limited0.27%
- Indian Energy Exchange Limited0.26%
- Net Receivables Payables0.25%
- Bayer Cropscience Limited0.25%
- Apollo Hospitals Enterprise Limited0.24%
- Marico Limited0.24%
- The Federal Bank Limited0.23%
- Mahanagar Gas Limited0.23%
- Indraprastha Gas Limited0.22%
- Page Industries Limited0.22%
- Britannia Industries Limited0.21%
- Pfizer Limited0.21%
- Hindalco Industries Limited0.21%
- Infosys Limited0.20%
- ICICI Securities Limited0.20%
- JSW Steel Limited0.20%
- Asian Paints Limited0.20%
- Abbott India Limited0.20%
- CCL Products India Limited0.19%
- Coforge Limited0.19%
- Jindal Steel & Power Limited0.18%
- Bharti Airtel Limited0.18%
- Tata Elxsi Limited0.17%
- ABB India Limited0.17%
- NTPC Limited0.13%
- Adani Ports and Special Economic Zone Limited0.12%
- National Aluminium Company Limited0.11%
- SRF Limited0.11%
- United Spirits Limited0.10%
- IndusInd Bank Limited0.10%
- Manappuram Finance Limited0.09%
- Indus Towers Limited0.07%
- ICICI Lombard General Insurance Company Limited0.07%
- SBI Life Insurance Company Limited0.06%
- Vodafone Idea Limited0.06%
- HDFC Life Insurance Company Limited0.05%
- Shree Cement Limited0.05%
- DLF Limited0.04%
- Bharat Petroleum Corporation Limited0.03%
- InterGlobe Aviation Limited0.03%
- Maruti Suzuki India Limited0.02%
- Indian Oil Corporation Limited0.01%
- The India Cements Limited0.01%
- Glenmark Pharmaceuticals Limited0.00%
- Sun Pharmaceutical Industries Limited0.00%
- Cipla Limited0.00%
- IT - Software16.30%
- Miscellaneous10.91%
- Bank - Private7.15%
- Refineries3.54%
- Depository Services3.07%
- Bank - Public3.03%
- Travel Services2.72%
- Finance Term Lending2.56%
- Defence2.51%
- Mining & Minerals2.41%
- Oil Exploration1.87%
- Finance - NBFC1.54%
- Lubricants1.40%
- Diamond & Jewellery1.38%
- Ratings1.08%
- Consumer Food0.77%
- Trading0.77%
- Finance - Investment0.66%
- Metal - Non Ferrous0.63%
- Batteries0.42%
- Cigarettes/Tobacco0.39%
- Bearings0.30%
- Fertilizers0.29%
- Abrasives0.28%
- Plastic Products0.27%
- Textile0.22%
- Paints0.20%
- Tea/Coffee0.19%
- Insurance0.18%
- Electric Equipment0.17%
- Port0.12%
- Chemicals0.11%
- Airlines0.03%
Holdings Analysis
Peer Comparison
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- 6M
- 1Y
- 3Y
- 5Y
Mutual Fund Schemes | Category | Risk | Absolute Return (6M) |
| HYBRID | Very High | 22.26% |
| HYBRID | Very High | 13.70% |
| HYBRID | High | 11.98% |
| HYBRID | Very High | 11.94% |
| HYBRID | Moderately High | 11.74% |
| HYBRID | Very High | 10.84% |
| HYBRID | Very High | 10.82% |
| HYBRID | High | 10.71% |
| HYBRID | Very High | 10.14% |
| HYBRID | Very High | 8.00% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
| HYBRID | Very High | 39.14% |
| HYBRID | Very High | 26.82% |
| HYBRID | Very High | 23.69% |
| HYBRID | High | 23.18% |
| HYBRID | Moderately High | 21.57% |
| HYBRID | Very High | 20.69% |
| HYBRID | High | 19.41% |
| HYBRID | Very High | 19.02% |
| HYBRID | Very High | 17.77% |
| HYBRID | Very High | 16.61% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
| HYBRID | Very High | 24.82% |
| HYBRID | Very High | 13.48% |
| HYBRID | Very High | 13.28% |
| HYBRID | Very High | 12.92% |
| HYBRID | High | 12.84% |
| HYBRID | Very High | 12.83% |
| HYBRID | High | 11.50% |
| HYBRID | Very High | 11.47% |
| HYBRID | Very High | 10.73% |
| HYBRID | Very High | 9.01% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
| HYBRID | Very High | 19.15% |
| HYBRID | Very High | 15.08% |
| HYBRID | High | 12.92% |
| HYBRID | High | 12.70% |
| HYBRID | Very High | 11.90% |
| HYBRID | Very High | 11.86% |
| HYBRID | Very High | 11.79% |
| HYBRID | High | 11.56% |
| HYBRID | Very High | 11.35% |
| HYBRID | Very High | 9.12% |
Fund Managers
Mr. Viral ShahFund Manager and Credit Analyst
Mr. Dhaval Patel
Mr. Vishal AsharFund Manager
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NJ Balanced Advantage Fund - Regular Plan - Growth
FAQ's
What is the risk level associated with the NJ Balanced Advantage Fund - Regular Plan - Growth?
What is the current NAV (Net Asset Value) of the NJ Balanced Advantage Fund - Regular Plan - Growth as of Jul 24,2024?
What are the returns generated by the NJ Balanced Advantage Fund - Regular Plan - Growth over the past 1, 3, and 5 years?
What is the expense ratio associated with the NJ Balanced Advantage Fund - Regular Plan - Growth?
What is the minimum investment amount required for the NJ Balanced Advantage Fund - Regular Plan - Growth?
Is there a systematic investment plan (SIP) available for the NJ Balanced Advantage Fund - Regular Plan - Growth?
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