FAQ : NJ Balanced Advantage Fund - Growth - Direct Plan
How are the returns of NJ Balanced Advantage Fund - Growth - Direct Plan fund?
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(%)
31.94
N/A
N/A
N/A
Average Rolling Returns(%)
13.71
N/A
N/A
N/A
What is the current NAV of NJ Balanced Advantage Fund - Growth - Direct Plan Fund?
The Current NAV of NJ Balanced Advantage Fund - Growth - Direct Plan is ₹13.29.
Should I SIP in NJ Balanced Advantage Fund - Growth - Direct Plan Fund?
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 - TRI returns, as Funds portfolio is significantly different.
How much does NJ Balanced Advantage Fund - Growth - Direct Plan Fund charge as expense ratio?
NJ Balanced Advantage Fund - Growth - Direct Plan fund’s expense ratio is 0.91%
How can I redeem my investments in NJ Balanced Advantage Fund - Growth - Direct Plan Fund?
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.
What is the AUM or size of NJ Balanced Advantage Fund - Growth - Direct Plan Fund?
The AUM of NJ Balanced Advantage Fund - Growth - Direct Plan is currently ₹3,965 Crores.
What are the top stock holdings of NJ Balanced Advantage Fund - Growth - Direct Plan Fund?
The Top three stocks are HDFC Bank, Hindustan Aeron and Reliance Industries and account for 15% of its portfolio.
Top 5 and 10 stocks of fund account for 21% and 32% of fund’s portfolio respectively.
What are the top sectors NJ Balanced Advantage Fund - Growth - Direct Plan Fund has invested in?
Top three sectors of NJ Balanced Advantage Fund - Growth - Direct Plan fund are BFSI, IT and Others
accounting for 50% of the total portfolio.
Is it safe to invest in NJ Balanced Advantage Fund - Growth - Direct Plan Fund?
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.
What is the category of NJ Balanced Advantage Fund - Growth - Direct Plan Fund?
The category of NJ Balanced Advantage Fund - Growth - Direct Plan Fund is Hybrid - Balanced Advantage.
Who manages the NJ Balanced Advantage Fund - Growth - Direct Plan Fund?
Viral Shah and Vishal Ashar manage the NJ Balanced Advantage Fund - Growth - Direct Plan Fund.
What is the PE and PB ratio of NJ Balanced Advantage Fund - Growth - Direct Plan Fund Direct Plan Growth?
NJ Balanced Advantage Fund - Growth - Direct Plan current PE ratio is 36.05 and PB ratio is 9.19
What is the asset allocation of NJ Balanced Advantage Fund - Growth - Direct Plan Stocks, Debt and Gold?
The asset allocation of NJ Balanced Advantage Fund - Growth - Direct Plan is Stocks : 85.21%, Debt : 14.73% and Gold : 0%
What is the minimum SIP amount of NJ Balanced Advantage Fund - Growth - Direct Plan Fund?
The minimum SIP amount for NJ Balanced Advantage Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹500.00
Is there any Exit Load for NJ Balanced Advantage Fund - Growth - Direct Plan Fund?
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
Create stable, long-term investment portfolio with strong, consistent stocks.
MoneyWorks4Me method for rating and ranking mutual funds for SIP
MoneyWorks4Me rating and ranking of funds for SIP is available to subscribers only. Moneyworks4Me is not a rating and
ranking agency, however it is required that users have a way of selecting funds and building a Portfolio. The method used by it are described below to enable users to understand the logic behind the rating and ranking Subscriber will find more details on this in the
various content made available from time to time. In case you need more please write to besafe@moneyworks4Me.com
MoneyWorks4Me rates and ranks mutual funds based on the following data-driven system:
Performance Consistency: This is measure based on whether the fund has beaten the benchmark index consistently. For
this we compare the 3-year rolling returns of the fund with the benchmark for a minimum of 5 years and preferable 10
years. The period of rolling is one month and holding period is 3 years. Fund are color-coded Green on Performance when
the fund beats the benchmark more than 90% of the time. It is Orange if it beats 80% to 90% of the time and Red if less
than 80%. Funds with less than 5 year data are color-coded Grey.
Quality of Portfolio Holding: Moneyworks4Me has color-coded stocks as Green, Orange and Red based on whether the
company's performance has generated a ROCE above a threshold level (cost of capital) over 10 years (minimum 6 years) and
generated positive Free Cash Flow. For Banks it checks whether ROE is greater than 15% and sales has grown over previous
year. Stocks that perform consistently on these combined metrics are color-coded Green (min score 14 out of 20), Orange
(between 8 and 14) and Red (less than 8 out of 20).
Fund are color-coded Green provided the portfolio has 70% holding in Green stocks but not more than 20% in Red stocks.
Funds with more than 20% Red stocks in the portfolio are color-coded Red. The rest are Orange funds
Funds ranking in screeners: Performance Consistency and Quality are two parameters used for ranking funds for SIP. The
ranking as follows GG, GO, GR, OG, OO, OR, RG, RO and RR.
With the same color-coded funds, the one with the higher Average 3-year rolling returns (over 5 to 10 years), the number
that appears in the Performance tag, ranks higher.
Here is the summary:
The third tag Upside Potential is not relevant for SIP. It is relevant for lumpsum investments in Mutual Funds.
Looking to make the most of market corrections and volatility?
Did you know that market corrections can actually present great opportunities to buy high-quality stocks at discounted prices? By taking advantage of these times of volatility, you can position your portfolio for long-term growth.
At MoneyWorks4me Portfolio Advisory, we specialize in helping investors navigate market fluctuations and build a strong, diversified portfolio. With our collaborative approach, you can maintain control over your investments while benefiting from our expertise and guidance.
If you're interested in learning more and with a minimum portfolio size of 25 L+, we can help you manage your portfolio, no matter the size. let's connect and discuss how we can work together. And as a bonus, we're offering a FREE Portfolio Review using our "Portfolio Manager" tool during our conversation.
So why wait?
Let's get started today and take your portfolio to the next level!
Best Buy Stocks
Do you want to Invest in Undervalued Handpicked stocks and earn high Returns?
Why Buy Quality Stocks
Winning and long lasting portfolio is made of Quality Stocks, but how simple is that?
Important Questions while Buying Stocks
As an Investor most important decision making questions are?
Make an informed decision for Stocks
Invest using an intelligent system with powerful data-driven tools that help you identify opportunities and make informed buy-hold-sell decisions
You can make an informed decision based on:
Q : Quality :- Q Very Good
Q Somewhat Good
Q Not Good
V : Valuation:- V+UnderValued (UV) V Somewhat UV
V Fair Value
V Somewhat OV
V+ OverValued (OV)
Buy quality Stocks when they are available at reasonable prices and supported by an upward price trend and Sell when they are Overvalued using the Decizen Rating System. Covers 3500+ stocks
Make an informed decision for Funds
You can make an informed decision based on:
P : Performance (%)* 14 Very Good
14 Somewhat Good
12 Not Good
Less than 5 year data
Q : Quality of Holding Q Very Good
Q Somewhat Good
Q Not Good
*Color code for outperformance consistency
*Number is average 3 year rolling returns
Want to invest successfully in stocks?
How the heck do you select a solution that ensures it?
Does it get you focused on meeting your financial goals?
Does it get you focused on meeting your financial goals?
Investing is to means to funding your goals. Your solution must help you get clarity of your goals and how you should invest to reach them. Does your solution include Financial Planning?
Download APP
