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FAQ : NJ Balanced Advantage Fund - Growth - Direct Plan

NJ Balanced Advantage Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) N/A 8.57 N/A N/A
Average Rolling Returns(%) 11.48 11.06 N/A N/A

The Current NAV of NJ Balanced Advantage Fund - Growth - Direct Plan is ₹13.91.

It is better to invest in a fund with a longer track record as NJ Balanced Advantage Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 50 returns, as Funds portfolio is significantly different.

NJ Balanced Advantage Fund - Growth - Direct Plan fund’s expense ratio is 0.62%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of NJ Balanced Advantage Fund - Growth - Direct Plan is currently ₹3,303 Crores.

The Top three stocks are HDFC Bank, Reliance Industries and Eicher Motors and account for 14% of its portfolio. Top 5 and 10 stocks of fund account for 20% and 33% of fund’s portfolio respectively.

Top three sectors of NJ Balanced Advantage Fund - Growth - Direct Plan fund are BFSI, Others and FMCG accounting for 52% of the total portfolio.

Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Hybrid - Balanced Advantage it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of NJ Balanced Advantage Fund - Growth - Direct Plan Fund is Hybrid - Balanced Advantage.

Viral Shah and Dhaval Patel manage the NJ Balanced Advantage Fund - Growth - Direct Plan Fund.

NJ Balanced Advantage Fund - Growth - Direct Plan current PE ratio is 29.45 and PB ratio is 7.55

The asset allocation of NJ Balanced Advantage Fund - Growth - Direct Plan is Stocks : 78.34%, Debt : 21.64% and Gold : 0%

The minimum SIP amount for NJ Balanced Advantage Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹500.00

The exit load for NJ Balanced Advantage Fund - Growth - Direct Plan is Nil upto 5% of units and 1% for remaining units on or before 30 days, Nil after 30 days

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