Nj Balanced Advantage Fund Regular Plan Growth

14.03
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 Ratio
    UM_URBAN_MONEY

    38.57
  • P/B Ratio
    UM_URBAN_MONEY

    9.85
  • Alpha
    UM_URBAN_MONEY

    0
  • Beta
    UM_URBAN_MONEY

    0
  • Sharpe
    UM_URBAN_MONEY

    0.19
  • Sortino
    UM_URBAN_MONEY

    0.29

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.88%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

3978.50 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 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 %)

10,943.84 (9.44%)11,287.21 (12.87%)13,161.35 (31.61%)-- (--)-- (--)
32,831.52 (9.44%)33,861.63 (12.87%)39,484.05 (31.61%)-- (--)-- (--)
54,719.2 (9.44%)56,436.05 (12.87%)65,806.75 (31.61%)-- (--)-- (--)
87,550.72 (9.44%)90,297.68 (12.87%)1,05,290.8 (31.61%)-- (--)-- (--)
1,09,438.4 (9.44%)1,12,872.1 (12.87%)1,31,613.5 (31.61%)-- (--)-- (--)

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

  • 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%

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%

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

HYBRID

Very High

13.70%

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

HYBRID

High

11.98%

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

HYBRID

Very High

11.94%

SBI Balanced Advantage Fund - Regular Plan - GrowthSBI Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Moderately High

11.74%

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

HYBRID

Very High

10.84%

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

HYBRID

Very High

10.82%

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

HYBRID

High

10.71%

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

HYBRID

Very High

10.14%

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

HYBRID

Very High

8.00%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

HDFC Balanced Advantage Fund - GrowthHDFC Balanced Advantage Fund - Growth

HYBRID

Very High

39.14%

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

HYBRID

Very High

26.82%

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

HYBRID

Very High

23.69%

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

HYBRID

High

23.18%

SBI Balanced Advantage Fund - Regular Plan - GrowthSBI Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Moderately High

21.57%

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

HYBRID

Very High

20.69%

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

HYBRID

High

19.41%

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

HYBRID

Very High

19.02%

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

HYBRID

Very High

17.77%

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

HYBRID

Very High

16.61%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

HDFC Balanced Advantage Fund - GrowthHDFC Balanced Advantage Fund - Growth

HYBRID

Very High

24.82%

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

HYBRID

Very High

13.48%

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

HYBRID

Very High

13.28%

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%

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

HYBRID

High

11.50%

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

HYBRID

Very High

11.47%

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

HYBRID

Very High

10.73%

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

HYBRID

Very High

9.01%

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

15.08%

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%

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

HYBRID

Very High

11.90%

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

11.56%

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%

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

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NJ Balanced Advantage Fund - Regular Plan - Growth

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NJ Balanced Advantage Fund - Regular Plan - Growth

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NJ Balanced Advantage Fund - Regular Plan - Growth

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NJ Balanced Advantage Fund - Regular Plan - Growth

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NJ Balanced Advantage Fund - Regular Plan - Growth

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NJ Balanced Advantage Fund - Regular Plan - Growth

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NJ Balanced Advantage Fund - Regular Plan - Growth

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NJ Balanced Advantage Fund - Regular Plan - Growth

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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 Jul 24,2024?

The current NAV of the NJ Balanced Advantage Fund - Regular Plan - Growth as of Jul 24,2024 is INR 14.03.

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.

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