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NJ Balanced Advantage Fund

Growth

HybridBalanced Advantage Fund

Mid-size FundAssets Under Mgmt: ₹ 4,020 Cr

Very High RiskPrinciple investment will be at very high risk

13.980.99% (-0.14)

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HybridBalanced Advantage Fund

Mid-size FundAssets Under Mgmt: ₹ 4,020 Cr

Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense Ratio	No LabelNo Label	No LabelNo Label
0.63	38.80	1.13

No LabelNo Label	No LabelNo Label	No LabelNo Label
1.32	39.21	1.39

Scheme Info

PlanPlan	Lock inLock in	Exit LoadExit Load
Growth	0 yrs	1.00% Nil upto 5% of units and 1% for remaining units on or before 30D Nil after 30D

SIP Inv.SIP Inv.	Min. LumpsumMin. Lumpsum
Allowed	₹ 500 Initial: ₹ 500 Incremental: ₹ 500

BenchmarkBenchmark
NIFTY 50 Hybrid Composite Debt 50:50 Index

About Balanced Advantage Fund

Balanced advantage funds are equity mutual funds that have equity allocation between 30% and 80% depending on the PE ratio and market valuation

Peers & Comparison

Comparing 3 mutual funds from
HybridBalanced Advantage Fund

Returns

Scheme

Ratios

Mutual Fund	1Y Returns1Y Returns	3Y CAGR3Y CAGR	Life CAGRLife CAGR
NJ Balanced Advantage Fund	13.47%	12.96%	11.24%
HDFC Balanced Advantage Fund	20.17%	23.79%	15.66%
ICICI Pru Balanced Advantage Fund	14.61%	13.56%	13.28%
SBI Balanced Advantage Fund	16.93%	14.48%	13.30%

Price Comparison

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NJ Balanced Advantage Fund

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AMC Profile

NJ Asset Management Private Limited has a strong lineage, as a part of the NJ Group. NJ India Invest Private Limited(NJ), the flagship company of the group, was started in 1994 to cater to the growing needs in the financial services industry. NJ today is one of the leading distributors of investment products and providers of financial services in India. NJ is amongst the largest distributors of mutual funds in India and has over Rs. 1,19,190 * of mutual fund assets under management. NJ also has one of the largest network of financial products distributors in India, numbering over 23,377 * engaged in distribution of financial products.

No.of Schemes
5
Total AUM
₹ 6,778.07 Cr.

Fund Manager Profile

Viral Shah

AUM: ₹6,778.07 Cr.

Exp: 9yrs

Dhaval Patel

AUM: ₹6,778.07 Cr.

Exp: —

Tax Implications

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Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)

This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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