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Invest in direct mutual funds at zero charges via lump sump investments or SIPs
NJ Balanced Advantage Fund Direct Growth
+9.25%
3Y annualised
-0.61% 1D
NAV: 03 Sep '26
₹14.52
Min. for SIP
₹100
Fund size (AUM)
₹3,424.66 Cr
Expense ratio
1.13%
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 (259)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Cash Margin | Unspecified | Cash Margin | 29.03% |
| Others CBLO | Unspecified | CBLO | 5.05% |
| HDFC Bank Ltd | Financial | Equity | 4.61% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 4.49% |
| ICICI Bank Ltd | Financial | Equity | 3.87% |
| Torrent Pharmaceuticals Ltd | Healthcare | Equity | 3.75% |
| Marico Ltd | Consumer Staples | Equity | 3.40% |
| Bosch Ltd | Consumer Discretionary | Equity | 3.08% |
| Dr. Lal Pathlabs Ltd | Healthcare | Equity | 2.97% |
| Eicher Motors Ltd | Consumer Discretionary | Equity | 2.92% |
| Britannia Industries Ltd | Consumer Staples | Equity | 2.74% |
| Cipla Ltd | Healthcare | Equity | 2.71% |
| Sun Pharmaceutical Industries Ltd | Healthcare | Equity | 2.58% |
| ITC Ltd | Consumer Staples | Equity | 2.45% |
| Alkem Laboratories Ltd | Healthcare | Equity | 2.39% |
| Nestle India Ltd | Consumer Staples | Equity | 2.07% |
| Oil & Natural Gas Corporation Ltd | Energy & Utilities | Equity | 2.01% |
| Dr. Reddy's Laboratories Ltd | Healthcare | Equity | 1.96% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 1.89% |
| Pidilite Industries Ltd | Materials | Equity | 1.88% |
| Page Industries Ltd | Consumer Discretionary | Equity | 1.67% |
| Hero Motocorp Ltd | Consumer Discretionary | Equity | 1.61% |
| HDFC Asset Management Company Ltd | Financial | Equity | 1.59% |
| Ajanta Pharma Ltd | Healthcare | Equity | 1.47% |
| Axis Bank Ltd | Financial | Equity | 1.45% |
| Bajaj Finance Ltd | Financial | Equity | 1.41% |
| Colgate-Palmolive (India) Ltd | Consumer Staples | Equity | 1.04% |
| Havells India Ltd | Consumer Discretionary | Equity | 1.03% |
| Emami Ltd | Consumer Staples | Equity | 0.92% |
| Endurance Technologies Ltd | Consumer Discretionary | Equity | 0.86% |
| Bharti Airtel Ltd | Technology | Equity | 0.85% |
| Tech Mahindra Ltd | Technology | Equity | 0.84% |
| Aptus Value Housing Finance India Ltd | Financial | Equity | 0.82% |
| Indiamart Intermesh Ltd | Industrials | Equity | 0.82% |
| Bajaj Auto Ltd | Consumer Discretionary | Equity | 0.81% |
| Muthoot Finance Ltd | Financial | Equity | 0.80% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 0.79% |
| The Great Eastern Shipping Company Ltd | Energy & Utilities | Equity | 0.76% |
| Mphasis Ltd | Technology | Equity | 0.74% |
| Hindustan Aeronautics Ltd | Industrials | Equity | 0.72% |
| SBI Cards and Payment Services Limited August 2026 Future | Financial | Futures | 0.71% |
| Tata Technologies Ltd | Technology | Equity | 0.67% |
| Wipro Limited 182.5 Call August 2026 Option | Technology | Futures | 0.64% |
| Kajaria Ceramics Ltd | Industrials | Equity | 0.64% |
| Berger Paints India Ltd | Materials | Equity | 0.63% |
| Crompton Greaves Consumer Electricals Ltd | Consumer Discretionary | Equity | 0.63% |
| UTI Asset Management Company Ltd | Financial | Equity | 0.62% |
| HCL Technologies Ltd | Technology | Equity | 0.58% |
| Castrol India Ltd | Materials | Equity | 0.58% |
| State Bank of India | Financial | Equity | 0.55% |
| ABB India Ltd | Industrials | Equity | 0.54% |
| Aditya Birla Capital Ltd | Financial | Equity | 0.52% |
| Dabur India Ltd | Consumer Staples | Equity | 0.51% |
| Yes Bank Ltd | Financial | Equity | 0.51% |
| Tata Consultancy Services Ltd | Technology | Equity | 0.49% |
| Canara Bank | Financial | Equity | 0.48% |
| Vodafone Idea Ltd | Technology | Equity | 0.48% |
| Infosys Ltd | Technology | Equity | 0.47% |
| Tata Elxsi Ltd | Technology | Equity | 0.42% |
| Kalyan Jewellers India Ltd | Consumer Discretionary | Equity | 0.42% |
| Crisil Ltd | Industrials | Equity | 0.40% |
| Asian Paints Ltd | Materials | Equity | 0.39% |
| Jio Financial Services Limited | Financial | Equity | 0.38% |
| Ambuja Cements Ltd | Materials | Equity | 0.38% |
| Hindalco Industries Ltd | Materials | Equity | 0.37% |
| Titan Company Ltd | Consumer Discretionary | Equity | 0.36% |
| Power Grid Corporation of India Ltd | Energy & Utilities | Equity | 0.35% |
| GOVERNMENT OF INDIA 36665 364 DAYS TBILL 29OT26 FV RS 100 | Financial | Treasury Bills | 0.35% |
| IDFC First Bank Ltd | Financial | Equity | 0.34% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 0.34% |
| Tata Power Company Ltd | Energy & Utilities | Equity | 0.31% |
| GOVERNMENT OF INDIA 36516 364 DAYS TBILL 17SP26 FV RS 100 | Financial | Treasury Bills | 0.29% |
| 364 Days T-Bill (MD 24/09/2026) | Financial | Treasury Bills | 0.29% |
| GOVERNMENT OF INDIA 37342 182 DAYS TBILL 08OT26 FV RS 100 | Financial | Treasury Bills | 0.29% |
| Reserve Bank of India 91-D | Financial | Treasury Bills | 0.29% |
| GOVERNMENT OF INDIA 36645 364 DAYS TBILL 23OT26 FV RS 100 | Financial | Treasury Bills | 0.29% |
| Abbott India Ltd | Healthcare | Equity | 0.25% |
| Adani Ports and Special Economic Zone Ltd | Industrials | Equity | 0.25% |
| NTPC Ltd | Energy & Utilities | Equity | 0.24% |
| GOVERNMENT OF INDIA 37448 091 DAYS TBILL 20AG26 FV RS 100 | Financial | Treasury Bills | 0.22% |
| Maruti Suzuki India Ltd | Consumer Discretionary | Equity | 0.22% |
| Ultratech Cement Ltd | Materials | Equity | 0.21% |
| HDFC Life Insurance Co Ltd | Financial | Equity | 0.19% |
| Adani Enterprises Ltd | Materials | Equity | 0.19% |
| Punjab National Bank | Financial | Equity | 0.19% |
| Bajaj Finserv Ltd | Financial | Equity | 0.18% |
| Adani Power Ltd | Energy & Utilities | Equity | 0.18% |
| Divi's Laboratories Ltd | Healthcare | Equity | 0.17% |
| Larsen & Toubro Ltd | Industrials | Equity | 0.15% |
| GOI Sec 6.97 06/09/2026 | Entities | GOI Securities | 0.15% |
| CENTRAL GOVERNMENT LOAN 30950 GOI 15NV26 5.74 FV RS 100 | Entities | GOI Securities | 0.15% |
| Adani Transmission Ltd | Energy & Utilities | Equity | 0.15% |
| GOVERNMENT OF INDIA 37435 091 DAYS TBILL 13AG26 FV RS 100 | Financial | Treasury Bills | 0.15% |
| GOVERNMENT OF INDIA 36428 364 DAYS TBILL 10SP26 FV RS 100 | Financial | Treasury Bills | 0.15% |
| GOVERNMENT OF INDIA 37185 182 DAYS TBILL 10SP26 FV RS 100 | Financial | Treasury Bills | 0.15% |
| 91 Days Tbill (MD 17/09/2026) | Financial | Treasury Bills | 0.14% |
| 91 DAYS T-BILL - 24SEP2026 | Financial | Treasury Bills | 0.14% |
| GOVERNMENT OF INDIA 37629 091 DAYS TBILL 01OT26 FV RS 100 | Financial | Treasury Bills | 0.14% |
| Coal India Ltd | Materials | Equity | 0.14% |
| SBI Life Insurance Company Ltd | Financial | Equity | 0.14% |
| Tata Steel Ltd | Materials | Equity | 0.14% |
| Oracle Financial Services Software Ltd | Technology | Equity | 0.13% |
| Indian Energy Exchange Ltd | Financial | Equity | 0.12% |
| GOVERNMENT OF INDIA 36371 364 DAYS TBILL 28AG26 FV RS 100 | Financial | Treasury Bills | 0.12% |
| GOVERNMENT OF INDIA 36319 364 DAYS TBILL 13AG26 FV RS 100 | Financial | Treasury Bills | 0.09% |
| GOVERNMENT OF INDIA 36303 364 DAYS TBILL 06AG26 FV RS 100 | Financial | Treasury Bills | 0.09% |
| Steel Authority Of India Ltd | Materials | Equity | 0.08% |
| Hindustan Unilever Ltd | Consumer Staples | Equity | 0.08% |
| Glenmark Pharmaceuticals Ltd | Healthcare | Equity | 0.08% |
| GOVERNMENT OF INDIA 36790 364 DAYS TBILL 03DC26 FV RS 100 | Financial | Treasury Bills | 0.07% |
| Bank Of Baroda | Financial | Equity | 0.07% |
| UPL Ltd | Materials | Equity | 0.06% |
| Bandhan Bank Ltd | Financial | Equity | 0.06% |
| Indusind Bank Ltd | Financial | Equity | 0.06% |
| Solar Industries India Ltd | Materials | Equity | 0.06% |
| Adani Green Energy Ltd | Energy & Utilities | Equity | 0.06% |
| GOVERNMENT OF INDIA 37115 182 DAYS TBILL 27AG26 FV RS 100 | Financial | Treasury Bills | 0.06% |
| GOVERNMENT OF INDIA 37456 091 DAYS TBILL 28AG26 FV RS 100 | Financial | Treasury Bills | 0.06% |
| GOVERNMENT OF INDIA 36573 364 DAYS TBILL 02OT26 FV RS 100 | Financial | Treasury Bills | 0.06% |
| REC Ltd | Financial | Equity | 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% |
| TVS Motor Company Ltd | Consumer Discretionary | Equity | 0.05% |
| Bank of India | Financial | Equity | 0.03% |
| LIC Housing Finance Ltd | Financial | Equity | 0.03% |
| Indus Towers Ltd | Technology | Equity | 0.03% |
| Hitachi Energy India Ltd | Industrials | Equity | 0.02% |
| PNB Housing Finance Ltd | Financial | Equity | 0.02% |
| GE T&D India Ltd | Industrials | Equity | 0.02% |
| Max Healthcare Institute Ltd | Healthcare | Equity | 0.02% |
| DLF Ltd | Real Estate | Equity | 0.01% |
| SBI Cards & Payments Services Ltd | Financial | Equity | 0.01% |
| Wipro Ltd | Technology | Equity | 0.01% |
| Indian Oil Corporation Ltd | Energy & Utilities | Equity | 0.01% |
| Apollo Hospitals Enterprise Ltd | Healthcare | Equity | 0.01% |
| Bharat Heavy Electricals Ltd | Industrials | Equity | 0.01% |
| Laurus Labs Ltd | Healthcare | Equity | 0.01% |
| GMR Airports Infrastructure Ltd | Industrials | Equity | 0.01% |
| One 97 Communications Ltd | Industrials | Equity | 0.01% |
| Tata Motors Ltd | Consumer Discretionary | Equity | 0.01% |
| The Indian Hotels Company Ltd | Consumer Discretionary | Equity | 0.01% |
| GAIL (India) Ltd | Energy & Utilities | Equity | 0.01% |
| Ashok Leyland Ltd | Industrials | Equity | 0.00% |
| Inox Wind Ltd | Industrials | Equity | 0.00% |
| Godrej Properties Ltd | Real Estate | Equity | 0.00% |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | Equity | 0.00% |
| IIFL Wealth Management Ltd | Financial | Equity | 0.00% |
| GAIL (India) Limited August 2026 Future | Energy & Utilities | Futures | -0.01% |
| Hindalco Industries Limited September 2026 Future | Materials | Futures | -0.01% |
| TATA MOTORS PASSENGER VEHICLES LTD.-SEP2026 | Consumer Discretionary | Futures | -0.01% |
| The Indian Hotels Company Limited August 2026 Future | Consumer Discretionary | Futures | -0.01% |
| Yes Bank Limited September 2026 Future | Financial | Futures | -0.01% |
| One 97 Communications Limited August 2026 Future | Industrials | Futures | -0.01% |
| GMR Airports Limited August 2026 Future | Industrials | Futures | -0.01% |
| Laurus Labs Limited August 2026 Future | Healthcare | Futures | -0.01% |
| Bharat Heavy Electricals Limited August 2026 Future | Industrials | Futures | -0.01% |
| Apollo Hospitals Enterprise Limited August 2026 Future | Healthcare | Futures | -0.01% |
| Indian Oil Corporation Limited August 2026 Future | Energy & Utilities | Futures | -0.01% |
| Punjab National Bank September 2026 Future | Financial | Futures | -0.01% |
| DLF Limited August 2026 Future | Real Estate | Futures | -0.01% |
| Max Healthcare Institute Limited August 2026 Future | Healthcare | Futures | -0.02% |
| GE Vernova T&D India Limited August 2026 Future | Industrials | Futures | -0.02% |
| PNB Housing Finance Limited August 2026 Future | Financial | Futures | -0.02% |
| Sun Pharmaceutical Industries Limited September 2026 Future | Healthcare | Futures | -0.02% |
| Hindustan Unilever Limited September 2026 Future | Consumer Staples | Futures | -0.02% |
| NTPC Limited September 2026 Future | Energy & Utilities | Futures | -0.02% |
| Tata Steel Limited September 2026 Future | Materials | Futures | -0.02% |
| Indus Towers Limited August 2026 Future | Technology | Futures | -0.02% |
| Hitachi Energy India Limited August 2026 Future | Industrials | Futures | -0.02% |
| LIC Housing Finance Limited August 2026 Future | Financial | Futures | -0.03% |
| Bank of India August 2026 Future | Financial | Futures | -0.03% |
| Britannia Industries Limited August 2026 Future | Consumer Staples | Futures | -0.04% |
| Cipla Limited September 2026 Future | Healthcare | Futures | -0.04% |
| Havells India Limited August 2026 Future | Consumer Discretionary | Futures | -0.05% |
| TVS Motor Company Limited August 2026 Future | Consumer Discretionary | Futures | -0.05% |
| Pidilite Industries Limited August 2026 Future | Materials | Futures | -0.05% |
| REC Limited August 2026 Future | Financial | Futures | -0.06% |
| HDFC Life Insurance Company Limited September 2026 Future | Financial | Futures | -0.06% |
| Adani Green Energy Limited August 2026 Future | Energy & Utilities | Futures | -0.06% |
| IndusInd Bank Limited August 2026 Future | Financial | Futures | -0.06% |
| Solar Industries India Limited August 2026 Future | Materials | Futures | -0.06% |
| Bandhan Bank Limited August 2026 Future | Financial | Futures | -0.06% |
| Hindustan Unilever Limited August 2026 Future | Consumer Staples | Futures | -0.06% |
| UPL Limited August 2026 Future | Materials | Futures | -0.06% |
| Bank of Baroda August 2026 Future | Financial | Futures | -0.07% |
| Crompton Greaves Consumer Electricals Limited August 2026 Future | Consumer Discretionary | Futures | -0.07% |
| Glenmark Pharmaceuticals Limited August 2026 Future | Healthcare | Futures | -0.08% |
| Steel Authority of India Limited August 2026 Future | Materials | Futures | -0.08% |
| Asian Paints Limited September 2026 Future | Materials | Futures | -0.08% |
| Adani Ports and Special Economic Zone Limited August 2026 Future | Industrials | Futures | -0.09% |
| Canara Bank September 2026 Future | Financial | Futures | -0.09% |
| ITC Limited August 2026 Future | Consumer Staples | Futures | -0.09% |
| Alkem Laboratories Limited August 2026 Future | Healthcare | Futures | -0.09% |
| Kotak Mahindra Bank Limited August 2026 Future | Financial | Futures | -0.10% |
| ITC Limited September 2026 Future | Consumer Staples | Futures | -0.10% |
| ICICI Bank Limited September 2026 Future | Financial | Futures | -0.11% |
| Tata Steel Limited August 2026 Future | Materials | Futures | -0.11% |
| Indian Energy Exchange Limited August 2026 Future | Financial | Futures | -0.12% |
| Oracle Financial Services Software Limited August 2026 Future | Technology | Futures | -0.13% |
| HDFC Life Insurance Company Limited August 2026 Future | Financial | Futures | -0.14% |
| SBI Life Insurance Company Limited August 2026 Future | Financial | Futures | -0.14% |
| Coal India Limited August 2026 Future | Materials | Futures | -0.14% |
| Hindustan Aeronautics Limited August 2026 Future | Industrials | Futures | -0.14% |
| Adani Energy Solutions Limited August 2026 Future | Energy & Utilities | Futures | -0.15% |
| Larsen & Toubro Limited September 2026 Future | Industrials | Futures | -0.15% |
| Cipla Limited August 2026 Future | Healthcare | Futures | -0.16% |
| Sun Pharmaceutical Industries Limited August 2026 Future | Healthcare | Futures | -0.16% |
| Tata Motors Passenger Vehicles Limited August 2026 Future | Consumer Discretionary | Futures | -0.16% |
| Adani Ports and Special Economic Zone Limited September 2026 Future | Industrials | Futures | -0.16% |
| Mahindra & Mahindra Limited September 2026 Future | Consumer Discretionary | Futures | -0.17% |
| Bajaj Finance Limited September 2026 Future | Financial | Futures | -0.17% |
| Divi's Laboratories Limited August 2026 Future | Healthcare | Futures | -0.17% |
| 360 One WAM Limited August 2026 Future | Financial | Futures | -0.17% |
| Indian Energy Exchange Limited September 2026 Future | Financial | Futures | -0.17% |
| Adani Power Limited August 2026 Future | Energy & Utilities | Futures | -0.18% |
| Bajaj Finserv Ltd AUG-2026 | Financial | Futures | -0.18% |
| Punjab National Bank August 2026 Future | Financial | Futures | -0.18% |
| Adani Enterprises Limited August 2026 Future | Materials | Futures | -0.19% |
| Bajaj Finance Limited August 2026 Future | Financial | Futures | -0.20% |
| Indus Towers Limited September 2026 Future | Technology | Futures | -0.20% |
| UltraTech Cement Limited August 2026 Future | Materials | Futures | -0.21% |
| Bosch Limited August 2026 Future | Consumer Discretionary | Futures | -0.21% |
| Maruti Suzuki India Limited August 2026 Future | Consumer Discretionary | Futures | -0.22% |
| NTPC Limited August 2026 Future | Energy & Utilities | Futures | -0.22% |
| State Bank of India August 2026 Future | Financial | Futures | -0.23% |
| Hindustan Petroleum Corporation Limited September 2026 Future | Energy & Utilities | Futures | -0.23% |
| Reliance Industries Limited September 2026 Future | Energy & Utilities | Futures | -0.23% |
| Tata Power Company Limited August 2026 Future | Energy & Utilities | Futures | -0.31% |
| Asian Paints Limited August 2026 Future | Materials | Futures | -0.31% |
| State Bank of India September 2026 Future | Financial | Futures | -0.33% |
| Axis Bank Limited September 2026 Future | Financial | Futures | -0.34% |
| Shriram Finance Limited August 2026 Future | Financial | Futures | -0.34% |
| IDFC First Bank Limited August 2026 Future | Financial | Futures | -0.34% |
| Power Grid Corporation of India Limited August 2026 Future | Energy & Utilities | Futures | -0.35% |
| Hindalco Industries Limited August 2026 Future | Materials | Futures | -0.36% |
| Titan Company Limited August 2026 Future | Consumer Discretionary | Futures | -0.36% |
| Ambuja Cements Limited August 2026 Future | Materials | Futures | -0.38% |
| Jio Financial Services Limited August 2026 Future | Financial | Futures | -0.39% |
| Canara Bank August 2026 Future | Financial | Futures | -0.39% |
| Godrej Properties Limited August 2026 Future | Real Estate | Futures | -0.40% |
| Kalyan Jewellers India Limited August 2026 Future | Consumer Discretionary | Futures | -0.42% |
| Inox Wind Limited August 2026 Future | Industrials | Futures | -0.44% |
| Marico Limited August 2026 Future | Consumer Staples | Futures | -0.45% |
| Eicher Motors Limited August 2026 Future | Consumer Discretionary | Futures | -0.46% |
| Ambuja Cements Limited September 2026 Future | Materials | Futures | -0.46% |
| Vodafone Idea Limited August 2026 Future | Technology | Futures | -0.48% |
| Ashok Leyland Ltd AUG-2026 | Industrials | Futures | -0.49% |
| Yes Bank Limited August 2026 Future | Financial | Futures | -0.50% |
| Dabur India Limited August 2026 Future | Consumer Staples | Futures | -0.52% |
| Aditya Birla Capital Limited August 2026 Future | Financial | Futures | -0.52% |
| Net Payables | Unspecified | Net Payables | -0.58% |
| Mahindra & Mahindra Limited August 2026 Future | Consumer Discretionary | Futures | -0.63% |
| Kotak Mahindra Bank Limited September 2026 Future | Financial | Futures | -0.63% |
| HDFC Asset Management Company Limited August 2026 Future | Financial | Futures | -0.74% |
| Bharti Airtel Limited August 2026 Future | Technology | Futures | -0.85% |
| ICICI Bank Limited August 2026 Future | Financial | Futures | -0.90% |
| Axis Bank Limited August 2026 Future | Financial | Futures | -1.12% |
| HDFC Bank Limited August 2026 Future | Financial | Futures | -3.07% |
| Reliance Industries Limited August 2026 Future | Energy & Utilities | Futures | -4.27% |
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 | +3.1% | +0.5% | +9.3% | +8.1% |
| Category average (Hybrid Dynamic Asset Allocation) | +1.0% | +4.6% | +11.9% | -- |
| Rank (Hybrid Dynamic Asset Allocation) | -- | 33 | 22 | -- |
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) | |
|---|---|---|---|---|
 | +2.80% | +12.53% | 1,07,765.65 | |
 | +8.91% | +12.50% | 9,804.08 | |
 | +6.84% | +12.00% | 74,555.42 | |
 | +5.86% | +11.43% | 9,898.19 | |
 | +6.00% | +11.03% | 3,780.28 | |
| 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 ₹7,107 Cr and the Latest NAV as of 03 Sep 2026 is ₹14.52.
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₹7,106.57 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,