NJ Value Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
| 1 Year | 3 Year | 5 Year | 9 Year | |
| CAGR(%) | N/A | N/A | N/A | N/A |
| Average Rolling Returns(%) | N/A | N/A | N/A | N/A |
The Current NAV of NJ Value Fund - Regular Plan - Growth is ₹9.06.
It is better to invest in a fund with a longer track record as NJ Value Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. However, funds returns unlikely to be different than its benchmark NIFTY 500, as the Funds portfolio is similar to its benchmark.
NJ Value Fund - Regular Plan - Growth fund’s expense ratio is 2.10%
The process for redemption is
The AUM of NJ Value Fund - Regular Plan - Growth is currently ₹196 Crores.
The Top three stocks are Redington, Great Eastern Ship. and Bosch and account for 5% of its portfolio. Top 5 and 10 stocks of fund account for 8% and 15% of fund’s portfolio respectively.
Top three sectors of NJ Value Fund - Regular Plan - Growth fund are BFSI, Auto and IT accounting for 45% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Value Fund 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 Value Fund - Regular Plan - Growth Fund is Equity - Value Fund.
Viral Shah and Dhaval Patel manage the NJ Value Fund - Regular Plan - Growth Fund.
NJ Value Fund - Regular Plan - Growth current PE ratio is 22.33 and PB ratio is 4.22
The asset allocation of NJ Value Fund - Regular Plan - Growth is Stocks : 99.37%, Debt : 0.63% and Gold : 0%
The minimum SIP amount for NJ Value Fund - Regular Plan - Growth is ₹100.00 and minimum lumpsum is ₹500.00
The exit load for NJ Value Fund - Regular Plan - Growth is NIL
