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Nj Balanced Advantage Fund Direct Plan - Growth

Hybrid | Dynamic Asset Allocation

(NAV as of 29/11/2024)
14.12 (0.50)

3Y Returns

12.41%

Min SIP

100

Min Lumpsum

500

Expense Ratio

0.48%

Fund Size

3868 Cr

Inception Date

29-Oct-21

Fund Manager

Viral Shah

Exit Load

Nil upto 5% of units and 1% for remaining units on or before 30D, Nil after 30D.

Wealthzi View

Overall Fund Zi Tag

Asset Allocation

Equity

91.85%

Debt & Others

8.15%

Market Cap Allocation

Large Cap

63.66%

Mid Cap

19.99%

Small Cap

8.20%

Other Cap

8.15%

Sector Allocation

Banks

17.37%

Internet and Technology

16.28%

Automobiles

7.76%

Aerospace & Defence

6.05%

Govt-Sec

5.95%

Top Ten Holdings

HDFC Bank Ltd

7.91%

ICICI Bank Ltd

5.07%

Clearing Corporation of India Limited

3.31%

Hindustan Aeronautics Ltd

3.17%

Bharat Electronics Ltd

2.88%

Investment Objective

The Investment Objective Of The Scheme Is To Generate Capital Appreciation By Dynamically Allocatingits Assets Between Equity And Specified Debt Securities. However, There Is No Assurance Or Guarantee That The Investment Objective Of The Scheme Will Be Achieved.

Fund House Detail

AMC Name

NJ Asset Management Private Limited

Address

Unit No. 101A, 1st Floor, Hallmark Business Plaza,Bandra (East)Mumbai - 400051

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Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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