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NJ Balanced Advantage Fund Direct Growth
+10.08%
3Y annualised
+0.79% 1D
NAV: 12 Jun '26
₹14.09
Min. for SIP
₹100
Fund size (AUM)
₹3,392.12 Cr
Expense ratio
0.63%
Rating
2
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹15,218 | +1.45% | |
| 6 months | ₹30,000 | ₹30,135 | +0.45% | |
| 1 year | ₹60,000 | ₹60,012 | +0.02% | |
| 3 years | ₹1,80,000 | ₹1,92,074 | +6.71% |
Holdings (257)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Cash Margin | Unspecified | Cash Margin | 24.13% |
| HDFC Bank Ltd | Financial | Equity | 6.22% |
| Others CBLO | Unspecified | CBLO | 5.36% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 4.33% |
| Eicher Motors Ltd | Consumer Discretionary | Equity | 3.48% |
| Marico Ltd | Consumer Staples | Equity | 3.24% |
| Britannia Industries Ltd | Consumer Staples | Equity | 3.22% |
| ICICI Bank Ltd | Financial | Equity | 3.20% |
| Bosch Ltd | Consumer Discretionary | Equity | 2.98% |
| ITC Ltd | Consumer Staples | Equity | 2.84% |
| Oil & Natural Gas Corporation Ltd | Energy & Utilities | Equity | 2.70% |
| Sun Pharmaceutical Industries Ltd | Healthcare | Equity | 2.48% |
| Cipla Ltd | Healthcare | Equity | 2.46% |
| Dr. Reddy's Laboratories Ltd | Healthcare | Equity | 2.45% |
| Torrent Pharmaceuticals Ltd | Healthcare | Equity | 2.38% |
| Alkem Laboratories Ltd | Healthcare | Equity | 2.33% |
| HDFC Asset Management Company Ltd | Financial | Equity | 2.30% |
| Dr. Lal Pathlabs Ltd | Healthcare | Equity | 2.30% |
| Nestle India Ltd | Consumer Staples | Equity | 2.16% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 2.07% |
| Pidilite Industries Ltd | Materials | Equity | 1.68% |
| Page Industries Ltd | Consumer Discretionary | Equity | 1.65% |
| Hero Motocorp Ltd | Consumer Discretionary | Equity | 1.65% |
| Mphasis Ltd | Technology | Equity | 1.37% |
| Ajanta Pharma Ltd | Healthcare | Equity | 1.30% |
| Colgate-Palmolive (India) Ltd | Consumer Staples | Equity | 1.13% |
| Emami Ltd | Consumer Staples | Equity | 1.10% |
| Bajaj Finance Ltd | Financial | Equity | 1.04% |
| Havells India Ltd | Consumer Discretionary | Equity | 1.04% |
| Indiamart Intermesh Ltd | Industrials | Equity | 1.03% |
| GOVERNMENT OF INDIA 36170 364 DAYS TBILL 02JL26 FV RS 100 | Financial | Treasury Bills | 1.01% |
| The Great Eastern Shipping Company Ltd | Energy & Utilities | Equity | 0.96% |
| Muthoot Finance Ltd | Financial | Equity | 0.95% |
| JB Chemicals & Pharmaceuticals Ltd | Healthcare | Equity | 0.89% |
| Aptus Value Housing Finance India Ltd | Financial | Equity | 0.88% |
| Indiabulls Housing Finance Ltd | Financial | Equity | 0.81% |
| Tech Mahindra Ltd | Technology | Equity | 0.81% |
| Endurance Technologies Ltd | Consumer Discretionary | Equity | 0.78% |
| SBI Cards and Payment Services Limited May 2026 Futures | Financial | Futures | 0.76% |
| Bajaj Auto Ltd | Consumer Discretionary | Equity | 0.75% |
| Hindustan Aeronautics Ltd | Industrials | Equity | 0.74% |
| CENTRAL GOVERNMENT LOAN 12005 GOI 09JL26 8.33 FV RS 100 | Entities | Central Government Loan | 0.73% |
| Axis Bank Ltd | Financial | Equity | 0.71% |
| UTI Asset Management Company Ltd | Financial | Equity | 0.70% |
| Crompton Greaves Consumer Electricals Ltd | Consumer Discretionary | Equity | 0.70% |
| Kajaria Ceramics Ltd | Industrials | Equity | 0.69% |
| Bharti Airtel Ltd | Technology | Equity | 0.68% |
| Power Grid Corporation of India Ltd | Energy & Utilities | Equity | 0.66% |
| Jio Financial Services Limited | Financial | Equity | 0.65% |
| Asian Paints Ltd | Materials | Equity | 0.64% |
| Castrol India Ltd | Materials | Equity | 0.62% |
| Berger Paints India Ltd | Materials | Equity | 0.62% |
| ABB India Ltd | Industrials | Equity | 0.58% |
| GOVERNMENT OF INDIA 37086 091 DAYS TBILL 22MY26 FV RS 100 | Financial | Treasury Bills | 0.58% |
| Tata Technologies Ltd | Technology | Equity | 0.56% |
| HCL Technologies Ltd | Technology | Equity | 0.56% |
| Tata Consultancy Services Ltd | Technology | Equity | 0.55% |
| Dabur India Ltd | Consumer Staples | Equity | 0.53% |
| Infosys Ltd | Technology | Equity | 0.53% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 0.52% |
| Tata Elxsi Ltd | Technology | Equity | 0.51% |
| Crisil Ltd | Industrials | Equity | 0.43% |
| Aditya Birla Capital Ltd | Financial | Equity | 0.40% |
| Ambuja Cements Ltd | Materials | Equity | 0.38% |
| Vodafone Idea Ltd | Technology | Equity | 0.37% |
| Wipro Limited June 2026 Future | Technology | Futures | 0.37% |
| WIPRO LTD.-MAY2026 | Technology | Futures | 0.37% |
| Titan Company Ltd | Consumer Discretionary | Equity | 0.33% |
| Yes Bank Ltd | Financial | Equity | 0.32% |
| GOVERNMENT OF INDIA 36680 182 DAYS TBILL 08MY26 FV RS 100 | Financial | Treasury Bills | 0.29% |
| GOVERNMENT OF INDIA 36789 182 DAYS TBILL 04JU26 FV RS 100 | Financial | Treasury Bills | 0.29% |
| Tata Steel Ltd | Materials | Equity | 0.29% |
| IDFC First Bank Ltd | Financial | Equity | 0.27% |
| Abbott India Ltd | Healthcare | Equity | 0.25% |
| Zomato Ltd | Technology | Equity | 0.22% |
| GOVERNMENT OF INDIA 37410 091 DAYS TBILL 30JL26 FV RS 100 | Financial | Treasury Bills | 0.20% |
| SBI Life Insurance Company Ltd | Financial | Equity | 0.15% |
| Punjab National Bank | Financial | Equity | 0.15% |
| GOVERNMENT OF INDIA 36847 182 DAYS TBILL 26JU26 FV RS 100 | Financial | Treasury Bills | 0.14% |
| GOVERNMENT OF INDIA 36939 182 DAYS TBILL 17JL26 FV RS 100 | Financial | Treasury Bills | 0.14% |
| GOVERNMENT OF INDIA 36241 364 DAYS TBILL 23JL26 FV RS 100 | Financial | Treasury Bills | 0.14% |
| Bajaj Finserv Ltd | Financial | Equity | 0.12% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 0.11% |
| RBL Bank Ltd | Financial | Equity | 0.11% |
| Hindustan Unilever Ltd | Consumer Staples | Equity | 0.10% |
| Bandhan Bank Ltd | Financial | Equity | 0.10% |
| Multi Commodity Exchange Of India Ltd | Financial | Equity | 0.08% |
| Bank Of Baroda | Financial | Equity | 0.08% |
| Indian Energy Exchange Ltd | Financial | Equity | 0.08% |
| GOVERNMENT OF INDIA 37017 091 DAYS TBILL 07MY26 FV RS 100 | Financial | Treasury Bills | 0.07% |
| 364 Day T-BILL 09 July 2026 | Financial | Treasury Bills | 0.07% |
| NTPC Ltd | Energy & Utilities | Equity | 0.07% |
| GOVERNMENT OF INDIA 36790 364 DAYS TBILL 03DC26 FV RS 100 | Financial | Treasury Bills | 0.07% |
| Larsen & Toubro Ltd | Industrials | Equity | 0.07% |
| Canara Bank | Financial | Equity | 0.07% |
| UPL Ltd | Materials | Equity | 0.07% |
| Ultratech Cement Ltd | Materials | Equity | 0.07% |
| Indusind Bank Ltd | Financial | Equity | 0.06% |
| GOVERNMENT OF INDIA 37115 182 DAYS TBILL 27AG26 FV RS 100 | Financial | Treasury Bills | 0.06% |
| GOVERNMENT OF INDIA 36573 364 DAYS TBILL 02OT26 FV RS 100 | Financial | Treasury Bills | 0.06% |
| GOVERNMENT OF INDIA 37116 364 DAYS TBILL 25FB27 FV RS 100 | Financial | Treasury Bills | 0.06% |
| GOVERNMENT OF INDIA 37223 364 DAYS TBILL 19MR27 FV RS 100 | Financial | Treasury Bills | 0.06% |
| REC Ltd | Financial | Equity | 0.05% |
| Adani Green Energy Ltd | Energy & Utilities | Equity | 0.05% |
| Exide Industries Ltd | Consumer Discretionary | Equity | 0.05% |
| PNB Housing Finance Ltd | Financial | Equity | 0.05% |
| Adani Ports and Special Economic Zone Ltd | Industrials | Equity | 0.04% |
| Bank of India | Financial | Equity | 0.03% |
| Indus Towers Ltd | Technology | Equity | 0.03% |
| Steel Authority Of India Ltd | Materials | Equity | 0.03% |
| Tata Power Company Ltd | Energy & Utilities | Equity | 0.03% |
| LIC Housing Finance Ltd | Financial | Equity | 0.03% |
| Bharat Electronics Ltd | Industrials | Equity | 0.03% |
| NHPC Ltd | Energy & Utilities | Equity | 0.02% |
| GAIL (India) Ltd | Energy & Utilities | Equity | 0.02% |
| Trent Ltd | Consumer Discretionary | Equity | 0.02% |
| Manappuram Finance Ltd | Financial | Equity | 0.02% |
| Max Healthcare Institute Ltd | Healthcare | Equity | 0.01% |
| Solar Industries India Ltd | Materials | Equity | 0.01% |
| Varun Beverages Ltd | Consumer Staples | Equity | 0.01% |
| Wipro Ltd | Technology | Equity | 0.01% |
| Union Bank of India | Financial | Equity | 0.01% |
| Maruti Suzuki India Ltd | Consumer Discretionary | Equity | 0.01% |
| Tata Motors Ltd | Consumer Discretionary | Equity | 0.01% |
| GMR Airports Infrastructure Ltd | Industrials | Equity | 0.01% |
| Apollo Hospitals Enterprise Ltd | Healthcare | Equity | 0.01% |
| Container Corporation Of India Ltd | Industrials | Equity | 0.01% |
| The Indian Hotels Company Ltd | Consumer Discretionary | Equity | 0.01% |
| Laurus Labs Ltd | Healthcare | Equity | 0.01% |
| HDFC Life Insurance Co Ltd | Financial | Equity | 0.00% |
| NMDC Ltd | Materials | Equity | 0.00% |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | Equity | 0.00% |
| Inox Wind Ltd | Industrials | Equity | 0.00% |
| United Spirits Ltd | Consumer Staples | Equity | 0.00% |
| Godrej Properties Ltd | Real Estate | Equity | 0.00% |
| Bharat Heavy Electricals Ltd | Industrials | Equity | 0.00% |
| One 97 Communications Ltd | Industrials | Equity | 0.00% |
| SBI Cards & Payments Services Ltd | Financial | Equity | 0.00% |
| Fortis Healthcare Ltd | Healthcare | Equity | 0.00% |
| Grasim Industries Ltd | Materials | Equity | 0.00% |
| Dixon Technologies (India) Ltd | Consumer Discretionary | Equity | 0.00% |
| DLF Ltd | Real Estate | Equity | 0.00% |
| DLF Limited May 2026 Future | Real Estate | Futures | -0.00% |
| Dixon Technologies (India) Limited May 2026 Future | Consumer Discretionary | Futures | -0.00% |
| Bharat Electronics Limited May 2026 Future | Industrials | Futures | -0.00% |
| Grasim Industries Limited June 2026 Future | Materials | Futures | -0.00% |
| BAJAJ FINANCE LTD.-JUN2026 | Financial | Futures | -0.00% |
| Fortis Healthcare Limited May 2026 Future | Healthcare | Futures | -0.00% |
| Bank of Baroda June 2026 Future | Financial | Futures | -0.00% |
| Bank of Baroda July 2026 Future | Financial | Futures | -0.00% |
| One 97 Communications Limited June 2026 Future | Industrials | Futures | -0.00% |
| Punjab National Bank July 2026 Future | Financial | Futures | -0.00% |
| Bharat Heavy Electricals Limited May 2026 Future | Industrials | Futures | -0.00% |
| Godrej Properties Limited May 2026 Future | Real Estate | Futures | -0.00% |
| Max Healthcare Institute Limited June 2026 Future | Healthcare | Futures | -0.00% |
| United Spirits Limited May 2026 Future | Consumer Staples | Futures | -0.00% |
| Inox Wind Limited May 2026 Future | Industrials | Futures | -0.00% |
| UltraTech Cement Limited May 2026 Future | Materials | Futures | -0.00% |
| Bharat Petroleum Corporation Limited May 2026 Future | Energy & Utilities | Futures | -0.00% |
| NMDC Limited May 2026 Future | Materials | Futures | -0.00% |
| HDFC Life Insurance Company Limited May 2026 Future | Financial | Futures | -0.00% |
| Bajaj Finserv Limited June 2026 Future | Financial | Futures | -0.00% |
| Kotak Mahindra Bank Limited July 2026 Future | Financial | Futures | -0.00% |
| Laurus Labs Limited May 2026 Future | Healthcare | Futures | -0.01% |
| Container Corporation of India Limited May 2026 Future | Industrials | Futures | -0.01% |
| The Indian Hotels Company Limited May 2026 Future | Consumer Discretionary | Futures | -0.01% |
| Apollo Hospitals Enterprise Limited June 2026 Future | Healthcare | Futures | -0.01% |
| GMR Airports Limited July 2026 Future | Industrials | Futures | -0.01% |
| Tata Motors Passenger Vehicles Limited May 2026 Future | Consumer Discretionary | Futures | -0.01% |
| Maruti Suzuki India Limited May 2026 Future | Consumer Discretionary | Futures | -0.01% |
| Union Bank of India May 2026 Future | Financial | Futures | -0.01% |
| Max Healthcare Institute Limited July 2026 Future | Healthcare | Futures | -0.01% |
| Sun Pharmaceutical Industries Limited May 2026 Future | Healthcare | Futures | -0.01% |
| Hindustan Aeronautics Limited July 2026 Future | Industrials | Futures | -0.01% |
| Varun Beverages Limited May 2026 Future | Consumer Staples | Futures | -0.01% |
| Solar Industries India Limited May 2026 Future | Materials | Futures | -0.01% |
| NTPC Limited July 2026 Future | Energy & Utilities | Futures | -0.01% |
| Eternal Limited July 2026 Future | Technology | Futures | -0.01% |
| Manappuram Finance Limited May 2026 Future | Financial | Futures | -0.02% |
| Trent Limited May 2026 Future | Consumer Discretionary | Futures | -0.02% |
| GAIL (India) Limited May 2026 Future | Energy & Utilities | Futures | -0.02% |
| Oil & Natural Gas Corporation Limited May 2026 Future | Energy & Utilities | Futures | -0.02% |
| NHPC LIMITED-MAY2026 | Energy & Utilities | Futures | -0.02% |
| Axis Bank Limited July 2026 Future | Financial | Futures | -0.02% |
| Bharat Electronics Limited July 2026 Future | Industrials | Futures | -0.02% |
| ITC Limited July 2026 Future | Consumer Staples | Futures | -0.03% |
| LIC Housing Finance Limited May 2026 Future | Financial | Futures | -0.03% |
| Canara Bank July 2026 Future | Financial | Futures | -0.03% |
| Tata Power Company Limited May 2026 Future | Energy & Utilities | Futures | -0.03% |
| Steel Authority of India Limited May 2026 Future | Materials | Futures | -0.03% |
| Indus Towers Limited May 2026 Future | Technology | Futures | -0.03% |
| BANK OF INDIA-MAY2026 | Financial | Futures | -0.03% |
| Canara Bank May 2026 Future | Financial | Futures | -0.04% |
| Yes Bank Limited July 2026 Future | Financial | Futures | -0.04% |
| Jio Financial Services Limited July 2026 Future | Financial | Futures | -0.04% |
| Adani Ports and Special Economic Zone Limited May 2026 Future | Industrials | Futures | -0.04% |
| Cipla Limited May 2026 Future | Healthcare | Futures | -0.05% |
| PNB Housing Finance Limited May 2026 Future | Financial | Futures | -0.05% |
| HDFC Bank Limited June 2026 Future | Financial | Futures | -0.05% |
| Exide Industries Ltd-MAY2026 | Consumer Discretionary | Futures | -0.05% |
| Adani Green Energy Limited May 2026 Future | Energy & Utilities | Futures | -0.05% |
| REC Limited May 2026 Future | Financial | Futures | -0.05% |
| NTPC Limited May 2026 Future | Energy & Utilities | Futures | -0.06% |
| IndusInd Bank Limited May 2026 Future | Financial | Futures | -0.06% |
| Eicher Motors Limited June 2026 Future | Consumer Discretionary | Futures | -0.06% |
| ITC Limited May 2026 Future | Consumer Staples | Futures | -0.06% |
| UltraTech Cement Limited June 2026 Future | Materials | Futures | -0.06% |
| Power Grid Corporation of India Limited June 2026 Future | Energy & Utilities | Futures | -0.07% |
| ICICI Bank Limited July 2026 Future | Financial | Futures | -0.07% |
| UPL Limited May 2026 Future | Materials | Futures | -0.07% |
| Larsen & Toubro Limited May 2026 Future | Industrials | Futures | -0.07% |
| Crompton Greaves Consumer Electricals Limited May 2026 Future | Consumer Discretionary | Futures | -0.07% |
| Bank of Baroda May 2026 Future | Financial | Futures | -0.07% |
| Indian Energy Exchange Ltd MAY-2026 | Financial | Futures | -0.07% |
| Multi Commodity Exchange of India Limited May 2026 Future | Financial | Futures | -0.08% |
| Axis Bank Limited June 2026 Future | Financial | Futures | -0.09% |
| HDFC Bank Limited July 2026 Future | Financial | Futures | -0.09% |
| Bandhan Bank Limited May 2026 Future | Financial | Futures | -0.10% |
| Hindustan Unilever Ltd.-MAY2026 | Consumer Staples | Futures | -0.10% |
| ICICI Bank Limited June 2026 Future | Financial | Futures | -0.10% |
| RBL Bank Limited May 2026 Future | Financial | Futures | -0.11% |
| Shriram Finance Limited May 2026 Future | Financial | Futures | -0.11% |
| Bajaj Finance Limited May 2026 Future | Financial | Futures | -0.11% |
| Bajaj Finserv Limited May 2026 Future | Financial | Futures | -0.12% |
| Sun Pharmaceutical Industries Limited June 2026 Future | Healthcare | Futures | -0.12% |
| Britannia Industries Limited May 2026 Future | Consumer Staples | Futures | -0.14% |
| Punjab National Bank May 2026 Future | Financial | Futures | -0.14% |
| Hindustan Aeronautics Limited May 2026 Future | Industrials | Futures | -0.15% |
| SBI Life Insurance Company Limited May 2026 Future | Financial | Futures | -0.15% |
| Eternal Limited May 2026 Future | Technology | Futures | -0.21% |
| IDFC First Bank Limited May 2026 Future | Financial | Futures | -0.27% |
| Bosch Ltd.-MAY2026 | Consumer Discretionary | Futures | -0.27% |
| Yes Bank Limited May 2026 Future | Financial | Futures | -0.28% |
| Tata Steel Limited May 2026 Future | Materials | Futures | -0.29% |
| Bharti Airtel Limited June 2026 Future | Technology | Futures | -0.31% |
| ICICI Bank Limited May 2026 Future | Financial | Futures | -0.31% |
| Titan Company Limited May 2026 Future | Consumer Discretionary | Futures | -0.33% |
| Vodafone Idea Limited May 2026 Future | Technology | Futures | -0.38% |
| Bharti Airtel Limited May 2026 Future | Technology | Futures | -0.38% |
| Ambuja Cements Limited May 2026 Future | Materials | Futures | -0.38% |
| Aditya Birla Capital Limited May 2026 Future | Financial | Futures | -0.40% |
| Marico Limited May 2026 Future | Consumer Staples | Futures | -0.40% |
| Mahindra & Mahindra Limited May 2026 Future | Consumer Discretionary | Futures | -0.52% |
| Dabur India Limited May 2026 Future | Consumer Staples | Futures | -0.54% |
| Eicher Motors Limited May 2026 Future | Consumer Discretionary | Futures | -0.56% |
| Axis Bank Limited May 2026 Future | Financial | Futures | -0.59% |
| Mphasis Limited May 2026 Future | Technology | Futures | -0.60% |
| Power Grid Corporation of India Limited May 2026 Future | Energy & Utilities | Futures | -0.60% |
| Jio Financial Services Limited May 2026 Future | Financial | Futures | -0.61% |
| Asian Paints Limited May 2026 Future | Materials | Futures | -0.65% |
| Sammaan Capital Limited May 2026 Future | Financial | Futures | -0.82% |
| Kotak Mahindra Bank Limited May 2026 Future | Financial | Futures | -0.84% |
| Net Payables | Unspecified | Net Payables | -0.92% |
| HDFC Asset Management Company Ltd.-MAY2026 | Financial | Futures | -1.36% |
| Reliance Industries Limited June 2026 Future | Energy & Utilities | Futures | -1.58% |
| Reliance Industries Limited May 2026 Future | Energy & Utilities | Futures | -2.78% |
| HDFC Bank Limited May 2026 Future | Financial | Futures | -4.37% |
See All
Minimum investments
Min. for 1st investment
₹500
Min. for 2nd investment
₹500
Min. for SIP
₹100
Returns and rankings
Annualised returns
Absolute returns
| Name | 6M | 1Y | 3Y | All |
|---|---|---|---|---|
| Fund returns | -2.3% | -0.6% | +10.1% | +7.7% |
| Category average (Hybrid Dynamic Asset Allocation) | +1.0% | +4.6% | +11.9% | -- |
| Rank (Hybrid Dynamic Asset Allocation) | -- | 26 | 23 | -- |
Exit load, stamp duty and tax
Exit load
Nil
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
 | -0.50% | +18.81% | 922.29 | |
 | -0.44% | +14.70% | 1,04,016.21 | |
 | +2.98% | +11.91% | 9,573.76 | |
 | +3.71% | +11.88% | 70,569.60 | |
 | +4.23% | +11.85% | 3,664.90 | |
| Compare | ||||
Fund management
DPDhaval PatelMar 2023 - PresentView details
DP
Dhaval Patel
Mar 2023 - Present
View details
VSViral ShahOct 2022 - PresentView details
VS
Viral Shah
Oct 2022 - Present
View details
JIJaimin IlaviaJun 2026 - PresentView details
JI
Jaimin Ilavia
Jun 2026 - Present
View details
About NJ Balanced Advantage Fund Direct Growth
NJ Balanced Advantage Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by NJ Mutual Fund. This scheme was made available to investors on 20 Apr 2021. Dhaval Patel is the Current Fund Manager of NJ Balanced Advantage Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹6,939 Cr and the Latest NAV as of 12 Jun 2026 is ₹14.09.
The NJ Balanced Advantage Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹500.
;
Investment Objective
The scheme seeks to generate capital appreciation by dynamically allocating its assets between equity and specified debt securities.
Fund benchmarkNIFTY 50 Hybrid Composite Debt 50:50 Index
Fund house
Rank (total assets)--
Total AUM₹6,938.93 Cr
Date of Incorporation20 Apr 2021
Launch Date20 Apr 2021
AddressUnit No. 101A, 1st Floor,Hallmark Business Plaza,Bandra (East), Mumbai 400051
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,