Nj Balanced Advantage Fund Regular Plan Growth

Risk: Very High
₹ 14.16
NAV (Oct 11,2024)

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 Ratio
    UM_URBAN_MONEY

    42.49
  • P/B Ratio
    UM_URBAN_MONEY

    11.56
  • Alpha
    UM_URBAN_MONEY

    0
  • Beta
    UM_URBAN_MONEY

    0
  • Sharpe
    UM_URBAN_MONEY

    0.15
  • Sortino
    UM_URBAN_MONEY

    0.22

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.87%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 4253.98 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹500.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Oct 13, 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₹ 10,172.41 (1.72%)₹ 10,934.36 (9.34%)₹ 12,745.27 (27.45%)₹ -- (--)₹ -- (--)
₹ 30,000₹ 30,517.23 (1.72%)₹ 32,803.08 (9.34%)₹ 38,235.81 (27.45%)₹ -- (--)₹ -- (--)
₹ 50,000₹ 50,862.05 (1.72%)₹ 54,671.8 (9.34%)₹ 63,726.35 (27.45%)₹ -- (--)₹ -- (--)
₹ 80,000₹ 81,379.28 (1.72%)₹ 87,474.88 (9.34%)₹ 1,01,962.16 (27.45%)₹ -- (--)₹ -- (--)
₹ 1,00,000₹ 1,01,724.1 (1.72%)₹ 1,09,343.6 (9.34%)₹ 1,27,452.7 (27.45%)₹ -- (--)₹ -- (--)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Days Tbill MD21.11%
  • Clearing Corporation of India Ltd8.99%
  • Central Depository Services India Limited3.73%
  • Oracle Financial Services Software Limited2.91%
  • Power Grid Corporation of India Limited2.83%
  • Mphasis Limited2.81%
  • REC Limited2.73%
  • Coal India Limited2.62%
  • HCL Technologies Limited2.59%
  • Tata Consultancy Services Limited2.57%
  • HDFC Asset Management Company Limited2.55%
  • Indian Railway Catering And Tourism Corporation Limited2.45%
  • L&T Technology Services Limited2.17%
  • Sonata Software Limited1.94%
  • Bharat Electronics Limited1.94%
  • Oil India Limited1.90%
  • Colgate Palmolive India Limited1.83%
  • Nippon Life India Asset Management Limited1.81%
  • Persistent Systems Limited1.79%
  • Bajaj Auto Limited1.76%
  • Hindustan Aeronautics Limited1.74%
  • Castrol India Limited1.73%
  • TVS Motor Company Limited1.73%
  • Torrent Pharmaceuticals Limited1.71%
  • Reliance Industries Limited1.66%
  • JB Chemicals & Pharmaceuticals Limited1.49%
  • Bajaj Finance Limited1.46%
  • Titan Company Limited1.41%
  • CRISIL Limited1.20%
  • Bank of Baroda0.78%
  • Larsen & Toubro Limited0.54%
  • ACC Limited0.53%
  • Net Receivables Payables0.51%
  • Vodafone Idea Limited0.46%
  • State Bank of India0.44%
  • Adani Enterprises Limited0.41%
  • Tata Power Company Limited0.37%
  • Amara Raja Energy & Mobility Ltd0.36%
  • State Government Securities0.35%
  • ITC Limited0.34%
  • Divi s Laboratories Limited0.31%
  • Coromandel International Limited0.30%
  • Indian Energy Exchange Limited0.30%
  • Oil & Natural Gas Corporation Limited0.28%
  • Mahanagar Gas Limited0.28%
  • Marico Limited0.27%
  • Pfizer Limited0.27%
  • SKF India Limited0.25%
  • Indraprastha Gas Limited0.25%
  • Britannia Industries Limited0.25%
  • HDFC Bank Limited0.25%
  • Coforge Limited0.25%
  • Grindwell Norton Limited0.25%
  • LTIMindtree Limited0.25%
  • Tech Mahindra Limited0.25%
  • Supreme Industries Limited0.24%
  • Infosys Limited0.24%
  • Page Industries Limited0.24%
  • Bayer Cropscience Limited0.24%
  • CCL Products India Limited0.23%
  • ICICI Securities Limited0.23%
  • Asian Paints Limited0.23%
  • PI Industries Limited0.22%
  • Abbott India Limited0.21%
  • Nestle India Limited0.20%
  • Tata Elxsi Limited0.19%
  • Hindustan Unilever Limited0.18%
  • Bandhan Bank Limited0.17%
  • Granules India Limited0.16%
  • Steel Authority of India Limited0.16%
  • NMDC Limited0.13%
  • United Spirits Limited0.10%
  • Ambuja Cements Limited0.07%
  • Kotak Mahindra Bank Limited0.07%
  • LIC Housing Finance Limited0.04%
  • GMR Airports Infrastructure Limited0.03%
  • Exide Industries Limited0.03%
  • RBL Bank Limited0.03%
  • Aarti Industries Limited0.02%
  • Tata Steel Limited0.02%
  • Godrej Properties Limited0.02%
  • The Indian Hotels Company Limited0.01%
  • UPL Limited0.01%
  • Biocon Limited0.01%
  • City Union Bank Limited0.01%
  • L&T Finance Limited0.00%
  • ABB India Limited0.00%
  • Zydus Lifesciences Limited0.00%
  • Pidilite Industries Limited0.00%
  • Bharat Forge Limited0.00%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

HDFC Balanced Advantage Fund - GrowthHDFC Balanced Advantage Fund - Growth

HYBRID

Very High

22.26%

Baroda BNP Paribas Balanced Advantage Fund - Regular Plan - GrowthBaroda BNP Paribas Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

14.86%

Bandhan Balanced Advantage Fund - Regular Plan - GrowthBandhan Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Moderately High

13.32%

Bank of India Balanced Advantage Fund - Regular Plan - GrowthBank of India Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

13.15%

LIC MF Balanced Advantage Fund - Regular Plan - GrowthLIC MF Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Moderately High

8.79%

HSBC Balanced Advantage Fund - Regular Plan - GrowthHSBC Balanced Advantage Fund - Regular Plan - Growth

HYBRID

High

8.28%

Aditya Birla Sun Life Balanced Advantage Fund - GrowthAditya Birla Sun Life Balanced Advantage Fund - Growth

HYBRID

Very High

8.00%

Kotak Balanced Advantage Fund - Regular Plan - GrowthKotak Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

7.81%

Bajaj Finserv Balanced Advantage Fund - Regular Plan - GrowthBajaj Finserv Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

7.19%

Union Balanced Advantage Fund - Regular Plan - GrowthUnion Balanced Advantage Fund - Regular Plan - Growth

HYBRID

High

7.08%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Baroda BNP Paribas Balanced Advantage Fund - Regular Plan - GrowthBaroda BNP Paribas Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

28.52%

Mahindra Manulife Balanced Advantage Fund - Regular Plan - GrowthMahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

27.89%

WhiteOak Capital Balanced Advantage Fund - Regular Plan - GrowthWhiteOak Capital Balanced Advantage Fund - Regular Plan - Growth

HYBRID

High

24.31%

ITI Balanced Advantage Fund - Regular Plan - GrowthITI Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

22.95%

Bandhan Balanced Advantage Fund - Regular Plan - GrowthBandhan Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Moderately High

22.16%

HSBC Balanced Advantage Fund - Regular Plan - GrowthHSBC Balanced Advantage Fund - Regular Plan - Growth

HYBRID

High

22.12%

Nippon India Balanced Advantage Fund - GrowthNippon India Balanced Advantage Fund - Growth

HYBRID

Very High

20.69%

Tata Balanced Advantage Fund - Regular Plan - GrowthTata Balanced Advantage Fund - Regular Plan - Growth

HYBRID

High

20.11%

Union Balanced Advantage Fund - Regular Plan - GrowthUnion Balanced Advantage Fund - Regular Plan - Growth

HYBRID

High

19.70%

Aditya Birla Sun Life Balanced Advantage Fund - GrowthAditya Birla Sun Life Balanced Advantage Fund - Growth

HYBRID

Very High

19.02%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

HDFC Balanced Advantage Fund - GrowthHDFC Balanced Advantage Fund - Growth

HYBRID

Very High

24.82%

Baroda BNP Paribas Balanced Advantage Fund - Regular Plan - GrowthBaroda BNP Paribas Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

14.08%

Axis Balanced Advantage Fund - Regular Plan - GrowthAxis Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

12.92%

Tata Balanced Advantage Fund - Regular Plan - GrowthTata Balanced Advantage Fund - Regular Plan - Growth

HYBRID

High

12.84%

Nippon India Balanced Advantage Fund - GrowthNippon India Balanced Advantage Fund - Growth

HYBRID

Very High

12.83%

ICICI Prudential Balanced Advantage Fund - GrowthICICI Prudential Balanced Advantage Fund - Growth

HYBRID

High

12.77%

Aditya Birla Sun Life Balanced Advantage Fund - GrowthAditya Birla Sun Life Balanced Advantage Fund - Growth

HYBRID

Very High

11.47%

HSBC Balanced Advantage Fund - Regular Plan - GrowthHSBC Balanced Advantage Fund - Regular Plan - Growth

HYBRID

High

10.64%

Union Balanced Advantage Fund - Regular Plan - GrowthUnion Balanced Advantage Fund - Regular Plan - Growth

HYBRID

High

9.58%

Bandhan Balanced Advantage Fund - Regular Plan - GrowthBandhan Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Moderately High

9.53%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

HDFC Balanced Advantage Fund - GrowthHDFC Balanced Advantage Fund - Growth

HYBRID

Very High

19.15%

Baroda BNP Paribas Balanced Advantage Fund - Regular Plan - GrowthBaroda BNP Paribas Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

17.30%

Union Balanced Advantage Fund - Regular Plan - GrowthUnion Balanced Advantage Fund - Regular Plan - Growth

HYBRID

High

12.94%

ICICI Prudential Balanced Advantage Fund - GrowthICICI Prudential Balanced Advantage Fund - Growth

HYBRID

High

12.92%

Tata Balanced Advantage Fund - Regular Plan - GrowthTata Balanced Advantage Fund - Regular Plan - Growth

HYBRID

High

12.70%

Aditya Birla Sun Life Balanced Advantage Fund - GrowthAditya Birla Sun Life Balanced Advantage Fund - Growth

HYBRID

Very High

11.86%

Nippon India Balanced Advantage Fund - GrowthNippon India Balanced Advantage Fund - Growth

HYBRID

Very High

11.79%

HSBC Balanced Advantage Fund - Regular Plan - GrowthHSBC Balanced Advantage Fund - Regular Plan - Growth

HYBRID

High

11.67%

Axis Balanced Advantage Fund - Regular Plan - GrowthAxis Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

11.35%

Bank of India Balanced Advantage Fund - Regular Plan - GrowthBank of India Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

9.12%

Show all Funds

Fund Managers

VS

Mr. Viral ShahFund Manager and Credit Analyst

DP

Mr. Dhaval Patel

VA

Mr. Vishal AsharFund Manager

Get your latest Credit Score, FREE

Compare with similar Funds

NJ Balanced Advantage Fund - Regular Plan - Growth

vs

Bandhan Balanced Advantage Fund - Regular Plan - Growth

NJ Balanced Advantage Fund - Regular Plan - Growth

vs

Canara Robeco Balanced Advantage Fund - Regular Plan - Growth

NJ Balanced Advantage Fund - Regular Plan - Growth

vs

Tata Balanced Advantage Fund - Regular Plan - Growth

NJ Balanced Advantage Fund - Regular Plan - Growth

vs

ITI Balanced Advantage Fund - Regular Plan - Growth

NJ Balanced Advantage Fund - Regular Plan - Growth

vs

Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

NJ Balanced Advantage Fund - Regular Plan - Growth

vs

WhiteOak Capital Balanced Advantage Fund - Regular Plan - Growth

NJ Balanced Advantage Fund - Regular Plan - Growth

vs

HSBC Balanced Advantage Fund - Regular Plan - Growth

NJ Balanced Advantage Fund - Regular Plan - Growth

vs

Aditya Birla Sun Life Balanced Advantage Fund - Growth

NJ Balanced Advantage Fund - Regular Plan - Growth

vs

Baroda BNP Paribas Balanced Advantage Fund - Regular Plan - Growth

NJ Balanced Advantage Fund - Regular Plan - Growth

vs

Union Balanced Advantage Fund - Regular Plan - Growth

FAQ's

What is the risk level associated with the NJ Balanced Advantage Fund - Regular Plan - Growth?

The NJ Balanced Advantage Fund - Regular Plan - Growth is a highly risky mutual fund.

What is the current NAV (Net Asset Value) of the NJ Balanced Advantage Fund - Regular Plan - Growth as of Oct 11,2024?

The current NAV of the NJ Balanced Advantage Fund - Regular Plan - Growth as of Oct 11,2024 is INR 14.16.

What are the returns generated by the NJ Balanced Advantage Fund - Regular Plan - Growth over the past 1, 3, and 5 years?

The NJ Balanced Advantage Fund - Regular Plan - Growth has achieved impressive returns of 28.99% over 1 year, $3yearret over 3 years, and $5yearret over 5 years.

What is the expense ratio associated with the NJ Balanced Advantage Fund - Regular Plan - Growth?

The NJ Balanced Advantage Fund - Regular Plan - Growth has an expense ratio of 1.89%.

What is the minimum investment amount required for the NJ Balanced Advantage Fund - Regular Plan - Growth?

The minimum investment needed for the NJ Balanced Advantage Fund - Regular Plan - Growth is INR 500.

Is there a systematic investment plan (SIP) available for the NJ Balanced Advantage Fund - Regular Plan - Growth?

Yes, SIP investment option is available for the NJ Balanced Advantage Fund - Regular Plan - Growth with a minimum monthly investment of INR 500.

Most Popular on Urban Money

Scheme Other Funds

Most Trusted AMC

Mutual Funds Calculator

Best Hybrid Mutual Funds

Mutual Funds Guide

Get in-depth knowledge about all things related to Mutual Funds and your finances

Mar 12, 2024

International Mutual Funds

\International mutual funds are hidden gems in investment. These ideally allow you to invest in different countries, empowering you to diversify the portfolio across various economies, currencies, and sectors. Internatio

Feb 29, 2024

​​10 Best SIP Plans for Rs. 1000

The need for disciplined and strategic investment is becoming increasingly apparent as the financial industry develops and changes. Investing in your future has never been easier or more accessible than with the 10 best

Feb 29, 2024

How to Invest in SIP

Mutual funds are the new piggy banks. Everyone looking to multiply their wealth via mutual funds ponders over one perennial question – how to invest in a SIP? While it might sound very complex and tedious, it actually is

Feb 29, 2024

Best Investment Plan for 1 Year

 For those seeking relatively quick returns or managing financial goals within a limited timeframe, mutual funds could make a substantial difference. Mutual funds, essentially pools of money managed by professionals, pro

Feb 29, 2024

How to stop a Mutual Fund SIP?

Investing in mutual funds through a Systematic Investment Plan (SIP) is a widely embraced strategy for those looking to gradually build wealth with disciplined and consistent contributions. However, life’s uncertainties

Feb 29, 2024

Withdrawing from Mutual Funds

When it comes to managing your investments, mutual funds are a popular choice for those looking to expand their portfolio and earn steady returns. However, there may come a time when you need to withdraw money from your

Urban Money

Disclaimer:

The website may provide information about various loan products, insurance products, credit scores & links to other websites or resources over which urbanmoney.com does not have control as such information & links are received from the Banks, NBFCs, Insurance companies & credit rating agencies. Users of this website acknowledge that urbanmoney.com is providing these information & links only as a convenience, and further agree that urbanmoney.com is not responsible for the veracity of such information. Please note that users are advised to independently verify the information & do other requisite due diligence before making any decision and that urbanmoney.com nor its employees, partners, and associated staff are not accountable for any loss, harm, or damage due to usage of information from this website.  And further that user’s use of links to such external websites are subject to the terms of use and privacy policies located on those sites.

© 2024 www.urbanmoney.com. All rights reserved.