Hybrid | Dynamic Asset Allocation
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.
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%
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
Scheme Document
https://www.njmutualfund.com/downloads.phpAddress
Unit No. 101A, 1st Floor, Hallmark Business Plaza,Bandra (East)Mumbai - 400051
Nj Balanced Advantage Fund Direct Plan - Growth
1Y
18.06%
3Y
12.41%
5Y
NA
Hdfc Balanced Advantage Fund - Direct Plan - Growth Option
1Y
24.9%
3Y
22.93%
5Y
21.09%
Hdfc Asset Allocator Fof Direct Growth
1Y
20.12%
3Y
16.26%
5Y
NA
Hdfc Dynamic Pe Ratio Fund Of Funds - Direct Plan - Growth (Erstwhile Morgan Stanley Multi Asset Fund)
1Y
17.27%
3Y
15.34%
5Y
16.68%
Bank Of India Balanced Advantage Fund - Direct Plan Growth
1Y
16.72%
3Y
14.9%
5Y
12.24%
Franklin India Dynamic Asset Allocation Fund Of Funds - Direct Growth
1Y
18.03%
3Y
14.86%
5Y
14.16%
Aditya Birla Sun Life Asset Allocator Fof Scheme Direct Plan Growth Option
1Y
23.93%
3Y
14.81%
5Y
17.22%
Baroda Bnp Paribas Balanced Advantage Fund - Direct Growth
1Y
22.69%
3Y
14.66%
5Y
17.77%
Invesco India Balanced Advantage Fund - Direct Plan Growth
1Y
22.78%
3Y
14.47%
5Y
13.44%
Sbi Balanced Advantage Fund - Direct Plan - Growth
1Y
19.52%
3Y
14.33%
5Y
NA
Axis Balanced Advantage Fund Direct Plan Growth
1Y
26.02%
3Y
13.68%
5Y
13.91%
Nippon India Balanced Advantage Fund Direct Plan Growth Plan - Growth Option Growth
1Y
20.07%
3Y
13.54%
5Y
14.31%
Icici Prudential Balanced Advantage Fund - Direct Plan - Growth
1Y
16.93%
3Y
13.13%
5Y
13.7%
Tata Balanced Advantage Fund Direct Plan Growth
1Y
17.54%
3Y
12.94%
5Y
14.87%
Edelweiss Balanced Advantage Fund - Direct Plan Growth Option
1Y
20.24%
3Y
12.8%
5Y
16.67%
Aditya Birla Sun Life Balanced Advantage Fund - Growth Direct
1Y
19.86%
3Y
12.7%
5Y
14.11%
Kotak Balanced Advantage Fund -Direct Plan - Growth
1Y
19.69%
3Y
12.66%
5Y
13.65%
Motilal Oswal Balance Advantage Fund - Direct Growth
1Y
11.4%
3Y
12.26%
5Y
11.42%
Lic Mf Balanced Advantage Fund Direct Plan-Growth
1Y
18.3%
3Y
12.01%
5Y
NA
Shriram Balanced Advantage Fund Direct - Growth
1Y
15.74%
3Y
11.48%
5Y
12.44%
Pgim India Balanced Advantage Fund - Direct Plan - Growth
1Y
17.77%
3Y
11.3%
5Y
NA
Dsp Dynamic Asset Allocation Fund - Dir - Growth
1Y
18.78%
3Y
11.23%
5Y
11.92%
Iti Balanced Advantage Fund- Direct Plan- Growth
1Y
20.75%
3Y
11.06%
5Y
NA
Union Balanced Advantage Fund Direct Plan - Growth
1Y
16.02%
3Y
10.65%
5Y
13.06%
Bandhan Balanced Advantage Fund Direct Plan - Growth
1Y
19.17%
3Y
10.53%
5Y
12.68%
Hsbc Balanced Advantage Fund Direct Plan - Growth
1Y
NA
3Y
1.07%
5Y
5.55%
Samco Dynamic Asset Allocation Fund-Direct Plan-Growth
1Y
NA
3Y
NA
5Y
NA
Bajaj Finserv Balanced Advantage Fund-Direct Plan-Growth
1Y
NA
3Y
NA
5Y
NA
360 One Balanced Hybrid Fund - Direct Plan - Growth
1Y
21.85%
3Y
NA
5Y
NA
Whiteoak Capital Balanced Advantage Fund - Direct Plan Growth
1Y
23.11%
3Y
NA
5Y
NA
BSE Member code: 58371
Wealthzi Investment Advisers (A division of Lime Internet Private Limited)
[CIN: U74999DL2017PTC310507] [PAN: AADCL2103M] [GSTIN: 07AADCL2103M1ZP]
[SEBI Registered Name: Lime Internet Private Limited] [SEBI RIA Registration No: INA000018133] [BASL Member ID: 2014] [Type of Registration: Non-Individual] [Validity of Registration: Perpetual] [Registered Address: Flat No. 603, 6th Floor, Kanchenjunga Building, 18 Barakhamba Road, New Delhi - 110001] [Principal Officer: Jyoti Prakash Nayak, Email: [email protected]] [Compliance Officer: Harshit Singh, Email: [email protected]] [Grievance Officer: Sanjeev Johari, Email: [email protected]]
[SEBI Regional Office Address: Securities and Exchange Board of India, NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi - 110023, Ph: 011-69012998, Email: [email protected]]
Disclaimers:
Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
Registration granted by SEBI, membership of BASL and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.
The information is only for consumption by the client and such material should not be redistributed.