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NJ Balanced Advantage Fund Direct Growth
+8.22%
3Y annualised
-0.21% 1D
NAV: 23 Sep '26
₹14.46
Min. for SIP
₹100
Fund size (AUM)
₹3,385.33 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 | ₹14,884 | -0.77% | |
| 6 months | ₹30,000 | ₹30,307 | +1.02% | |
| 1 year | ₹60,000 | ₹60,556 | +0.93% | |
| 3 years | ₹1,80,000 | ₹1,88,304 | +4.61% |
Holdings (254)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Net Receivables | Unspecified | Net Receivables | 27.90% |
| HDFC Bank Ltd | Financial | Equity | 5.19% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 4.77% |
| ICICI Bank Ltd | Financial | Equity | 4.25% |
| Bosch Ltd | Consumer Discretionary | Equity | 3.77% |
| Torrent Pharmaceuticals Ltd | Healthcare | Equity | 3.73% |
| Marico Ltd | Consumer Staples | Equity | 3.23% |
| Dr. Lal Pathlabs Ltd | Healthcare | Equity | 3.03% |
| Eicher Motors Ltd | Consumer Discretionary | Equity | 2.98% |
| Sun Pharmaceutical Industries Ltd | Healthcare | Equity | 2.82% |
| Others CBLO | Unspecified | CBLO | 2.72% |
| Britannia Industries Ltd | Consumer Staples | Equity | 2.63% |
| Cipla Ltd | Healthcare | Equity | 2.61% |
| ITC Ltd | Consumer Staples | Equity | 2.24% |
| Alkem Laboratories Ltd | Healthcare | Equity | 2.24% |
| Nestle India Ltd | Consumer Staples | Equity | 2.06% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 2.05% |
| Dr. Reddy's Laboratories Ltd | Healthcare | Equity | 1.98% |
| Pidilite Industries Ltd | Materials | Equity | 1.98% |
| Oil & Natural Gas Corporation Ltd | Energy & Utilities | Equity | 1.93% |
| Hero Motocorp Ltd | Consumer Discretionary | Equity | 1.64% |
| Bajaj Finance Ltd | Financial | Equity | 1.63% |
| HDFC Asset Management Company Ltd | Financial | Equity | 1.61% |
| Axis Bank Ltd | Financial | Equity | 1.60% |
| Ajanta Pharma Ltd | Healthcare | Equity | 1.54% |
| Page Industries Ltd | Consumer Discretionary | Equity | 1.49% |
| Havells India Ltd | Consumer Discretionary | Equity | 0.97% |
| Colgate-Palmolive (India) Ltd | Consumer Staples | Equity | 0.96% |
| Endurance Technologies Ltd | Consumer Discretionary | Equity | 0.89% |
| Bharti Airtel Ltd | Technology | Equity | 0.88% |
| State Bank of India | Financial | Equity | 0.85% |
| Bajaj Auto Ltd | Consumer Discretionary | Equity | 0.85% |
| Emami Ltd | Consumer Staples | Equity | 0.84% |
| Tech Mahindra Ltd | Technology | Equity | 0.84% |
| Indiamart Intermesh Ltd | Industrials | Equity | 0.80% |
| Aptus Value Housing Finance India Ltd | Financial | Equity | 0.78% |
| Mphasis Ltd | Technology | Equity | 0.77% |
| Infosys Ltd | Technology | Equity | 0.77% |
| Muthoot Finance Ltd | Financial | Equity | 0.76% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 0.75% |
| Hindustan Aeronautics Ltd | Industrials | Equity | 0.75% |
| Tata Technologies Ltd | Technology | Equity | 0.74% |
| The Great Eastern Shipping Company Ltd | Energy & Utilities | Equity | 0.74% |
| SBI Cards and Payment Services Limited September 2026 Future | Financial | Futures | 0.72% |
| Kajaria Ceramics Ltd | Industrials | Equity | 0.67% |
| Wipro Limited September 2026 Future | Technology | Futures | 0.63% |
| Berger Paints India Ltd | Materials | Equity | 0.60% |
| UTI Asset Management Company Ltd | Financial | Equity | 0.60% |
| Castrol India Ltd | Materials | Equity | 0.58% |
| ABB India Ltd | Industrials | Equity | 0.57% |
| Crompton Greaves Consumer Electricals Ltd | Consumer Discretionary | Equity | 0.57% |
| HCL Technologies Ltd | Technology | Equity | 0.57% |
| Vodafone Idea Ltd | Technology | Equity | 0.53% |
| Aditya Birla Capital Ltd | Financial | Equity | 0.53% |
| Yes Bank Ltd | Financial | Equity | 0.52% |
| Tata Consultancy Services Ltd | Technology | Equity | 0.50% |
| Canara Bank | Financial | Equity | 0.49% |
| Crisil Ltd | Industrials | Equity | 0.45% |
| Kalyan Jewellers India Ltd | Consumer Discretionary | Equity | 0.41% |
| Tata Elxsi Ltd | Technology | Equity | 0.41% |
| Hindalco Industries Ltd | Materials | Equity | 0.39% |
| Asian Paints Ltd | Materials | Equity | 0.39% |
| Titan Company Ltd | Consumer Discretionary | Equity | 0.39% |
| Jio Financial Services Limited | Financial | Equity | 0.37% |
| Ambuja Cements Ltd | Materials | Equity | 0.36% |
| GOVERNMENT OF INDIA 37629 091 DAYS TBILL 01OT26 FV RS 100 | Financial | Treasury Bills | 0.35% |
| GOVERNMENT OF INDIA 36645 364 DAYS TBILL 23OT26 FV RS 100 | Financial | Treasury Bills | 0.35% |
| GOVERNMENT OF INDIA 36665 364 DAYS TBILL 29OT26 FV RS 100 | Financial | Treasury Bills | 0.35% |
| IDFC First Bank Ltd | Financial | Equity | 0.35% |
| Power Grid Corporation of India Ltd | Energy & Utilities | Equity | 0.33% |
| Dabur India Ltd | Consumer Staples | Equity | 0.33% |
| 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% |
| Adani Ports and Special Economic Zone Ltd | Industrials | Equity | 0.29% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 0.28% |
| Maruti Suzuki India Ltd | Consumer Discretionary | Equity | 0.27% |
| Tata Power Company Ltd | Energy & Utilities | Equity | 0.27% |
| Abbott India Ltd | Healthcare | Equity | 0.23% |
| NTPC Ltd | Energy & Utilities | Equity | 0.23% |
| Punjab National Bank | Financial | Equity | 0.21% |
| Ultratech Cement Ltd | Materials | Equity | 0.20% |
| HDFC Life Insurance Co Ltd | Financial | Equity | 0.20% |
| Divi's Laboratories Ltd | Healthcare | Equity | 0.20% |
| Adani Enterprises Ltd | Materials | Equity | 0.19% |
| Tata Steel Ltd | Materials | Equity | 0.17% |
| Adani Power Ltd | Energy & Utilities | Equity | 0.17% |
| Larsen & Toubro Ltd | Industrials | Equity | 0.15% |
| CENTRAL GOVERNMENT LOAN 30950 GOI 15NV26 5.74 FV RS 100 | Entities | GOI Securities | 0.15% |
| GOI Sec 6.97 06/09/2026 | Entities | GOI Securities | 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 | 0.15% |
| 91 DAYS T-BILL - 24SEP2026 | Financial | Treasury Bills | 0.15% |
| 182 Days T-Bill (MD 29/10/2026) | Financial | Treasury Bills | 0.15% |
| GOVERNMENT OF INDIA 36692 364 DAYS TBILL 06NV26 FV RS 100 | Financial | Treasury Bills | 0.15% |
| Coal India Ltd | Materials | Equity | 0.14% |
| Amber Enterprises India Ltd | Consumer Discretionary | Equity | 0.13% |
| SBI Life Insurance Company Ltd | Financial | Equity | 0.13% |
| Adani Transmission Ltd | Energy & Utilities | Equity | 0.11% |
| Indian Energy Exchange Ltd | Financial | Equity | 0.11% |
| Phoenix Mills Ltd | Real Estate | Equity | 0.10% |
| Steel Authority Of India Ltd | Materials | Equity | 0.09% |
| Glenmark Pharmaceuticals Ltd | Healthcare | Equity | 0.09% |
| Hindustan Unilever Ltd | Consumer Staples | Equity | 0.09% |
| GOVERNMENT OF INDIA 36790 364 DAYS TBILL 03DC26 FV RS 100 | Financial | Treasury Bills | 0.07% |
| UPL Ltd | Materials | Equity | 0.07% |
| LIC Housing Finance Ltd | Financial | Equity | 0.07% |
| Solar Industries India Ltd | Materials | Equity | 0.07% |
| Bandhan Bank Ltd | Financial | Equity | 0.07% |
| Bank Of Baroda | Financial | Equity | 0.07% |
| GOVERNMENT OF INDIA 36573 364 DAYS TBILL 02OT26 FV RS 100 | Financial | Treasury Bills | 0.06% |
| GOVERNMENT OF INDIA 37630 182 DAYS TBILL 31DC26 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% |
| Indusind Bank Ltd | Financial | Equity | 0.05% |
| Adani Green Energy Ltd | Energy & Utilities | Equity | 0.05% |
| TVS Motor Company Ltd | Consumer Discretionary | Equity | 0.05% |
| Life Insurance Corporation of India | Financial | Equity | 0.04% |
| Bank of India | Financial | Equity | 0.03% |
| GOVERNMENT OF INDIA 37424 182 DAYS TBILL 05NV26 FV RS 100 | Financial | Treasury Bills | 0.03% |
| Indus Towers Ltd | Technology | Equity | 0.03% |
| Hitachi Energy India Ltd | Industrials | Equity | 0.02% |
| Varun Beverages Ltd | Consumer Staples | Equity | 0.02% |
| PNB Housing Finance Ltd | Financial | Equity | 0.02% |
| Vedanta Ltd | Materials | Equity | 0.02% |
| GE T&D India Ltd | Industrials | Equity | 0.02% |
| Max Healthcare Institute Ltd | Healthcare | Equity | 0.01% |
| SBI Cards & Payments Services Ltd | Financial | Equity | 0.01% |
| Container Corporation Of India Ltd | Industrials | Equity | 0.01% |
| Indian Oil Corporation Ltd | Energy & Utilities | Equity | 0.01% |
| Tata Motors Ltd | Consumer Discretionary | Equity | 0.01% |
| One 97 Communications Ltd | Industrials | Equity | 0.01% |
| Wipro Ltd | Technology | Equity | 0.01% |
| Bharat Heavy Electricals Ltd | Industrials | Equity | 0.01% |
| Apollo Hospitals Enterprise Ltd | Healthcare | Equity | 0.01% |
| DLF Ltd | Real Estate | Equity | 0.01% |
| GMR Airports Infrastructure Ltd | Industrials | Equity | 0.01% |
| The Indian Hotels Company Ltd | Consumer Discretionary | Equity | 0.01% |
| Ashok Leyland Ltd | Industrials | Equity | 0.01% |
| Interglobe Aviation 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% |
| Asian Paints Limited October 2026 Future | Materials | Futures | -0.00% |
| Indian Oil Corporation Limited October 2026 Future | Energy & Utilities | Futures | -0.00% |
| Hindustan Petroleum Corporation Limited September 2026 Future | Energy & Utilities | Futures | -0.00% |
| Ambuja Cements Limited October 2026 Future | Materials | Futures | -0.00% |
| Godrej Properties Limited September 2026 Future | Real Estate | Futures | -0.00% |
| Inox Wind Limited September 2026 Future | Industrials | Futures | -0.00% |
| InterGlobe Aviation Limited October 2026 Future | Industrials | Futures | -0.00% |
| Eicher Motors Ltd.-SEP2026 | Consumer Discretionary | Futures | -0.00% |
| Ashok Leyland Limited September 2026 Future | Industrials | Futures | -0.01% |
| HDFC Life Insurance Company Ltd.-OCT2026 | Financial | Futures | -0.01% |
| TATA MOTORS PASSENGER VEHICLES LTD.-SEP2026 | Consumer Discretionary | Futures | -0.01% |
| TATA MOTORS PASSENGER VEHICLES LTD.-OCT2026 | Consumer Discretionary | Futures | -0.01% |
| The Indian Hotels Company Limited September 2026 Future | Consumer Discretionary | Futures | -0.01% |
| Bandhan Bank Limited October 2026 Future | Financial | Futures | -0.01% |
| GMR Airports Limited September 2026 Future | Industrials | Futures | -0.01% |
| Hindustan Unilever Limited October 2026 Future | Consumer Staples | Futures | -0.01% |
| Tata Steel Limited November 2026 Future | Materials | Futures | -0.01% |
| DLF Limited September 2026 Future | Real Estate | Futures | -0.01% |
| Indian Oil Corporation Ltd-SEP2026 | Energy & Utilities | Futures | -0.01% |
| Apollo Hospitals Enterprises Ltd.-SEP2026 | Healthcare | Futures | -0.01% |
| Bharat Heavy Electricals Limited September 2026 Future | Industrials | Futures | -0.01% |
| One 97 Communications Limited September 2026 Future | Industrials | Futures | -0.01% |
| UPL Limited October 2026 Future | Materials | Futures | -0.01% |
| Container Corporation of India Limited September 2026 Future | Industrials | Futures | -0.01% |
| Punjab National Bank October 2026 Future | Financial | Futures | -0.01% |
| Max Healthcare Institute Limited September 2026 Future | Healthcare | Futures | -0.01% |
| Mahindra & Mahindra Limited October 2026 Future | Consumer Discretionary | Futures | -0.02% |
| GE Vernova T&D India Limited September 2026 Future | Industrials | Futures | -0.02% |
| Maruti Suzuki India Limited October 2026 Future | Consumer Discretionary | Futures | -0.02% |
| Vedanta Limited September 2026 Future | Materials | Futures | -0.02% |
| PNB Housing Finance Limited September 2026 Future | Financial | Futures | -0.02% |
| Varun Beverages Limited October 2026 Future | Consumer Staples | Futures | -0.02% |
| Hitachi Energy India Limited September 2026 Future | Industrials | Futures | -0.02% |
| Indus Towers Limited September 2026 Future | Technology | Futures | -0.03% |
| Tata Steel Limited October 2026 Future | Materials | Futures | -0.03% |
| Bank of India September 2026 Future | Financial | Futures | -0.04% |
| Life Insurance Corporation Of India September 2026 Future | Financial | Futures | -0.04% |
| Axis Bank Limited October 2026 Future | Financial | Futures | -0.05% |
| TVS Motor Company Limited September 2026 Future | Consumer Discretionary | Futures | -0.05% |
| IndusInd Bank Limited September 2026 Future | Financial | Futures | -0.05% |
| Adani Green Energy Limited September 2026 Future | Energy & Utilities | Futures | -0.05% |
| Pidilite Industries Ltd.-SEP2026 | Materials | Futures | -0.06% |
| UPL Limited September 2026 Future | Materials | Futures | -0.06% |
| Bandhan Bank Limited September 2026 Future | Financial | Futures | -0.06% |
| Crompton Greaves Consumer Electricals Limited September 2026 Future | Consumer Discretionary | Futures | -0.07% |
| Bank of Baroda September 2026 Future | Financial | Futures | -0.07% |
| LIC Housing Finance Limited September 2026 Future | Financial | Futures | -0.07% |
| Solar Industries India Limited September 2026 Future | Materials | Futures | -0.07% |
| Hindustan Unilever Limited September 2026 Future | Consumer Staples | Futures | -0.08% |
| Reliance Industries Limited November 2026 Future | Energy & Utilities | Futures | -0.08% |
| Glenmark Pharmaceuticals Limited September 2026 Future | Healthcare | Futures | -0.09% |
| Alkem Laboratories Limited September 2026 Future | Healthcare | Futures | -0.09% |
| Bharti Airtel Limited October 2026 Future | Technology | Futures | -0.10% |
| Steel Authority of India Limited September 2026 Future | Materials | Futures | -0.10% |
| The Phoenix Mills Limited September 2026 Future | Real Estate | Futures | -0.10% |
| Indian Energy Exchange Limited September 2026 Future | Financial | Futures | -0.11% |
| Adani Energy Solutions Limited September 2026 Future | Energy & Utilities | Futures | -0.11% |
| SBI Life Insurance Company Limited September 2026 Future | Financial | Futures | -0.13% |
| Tata Steel Limited September 2026 Future | Materials | Futures | -0.13% |
| Amber Enterprises India Limited September 2026 Future | Consumer Discretionary | Futures | -0.13% |
| Coal India Limited September 2026 Future | Materials | Futures | -0.14% |
| Hindustan Aeronautics Limited September 2026 Future | Industrials | Futures | -0.15% |
| Larsen & Toubro Limited September 2026 Future | Industrials | Futures | -0.16% |
| Adani Power Limited September 2026 Future | Energy & Utilities | Futures | -0.17% |
| Sun Pharmaceutical Industries Limited September 2026 Future | Healthcare | Futures | -0.17% |
| ITC Limited September 2026 Future | Consumer Staples | Futures | -0.18% |
| Adani Enterprises Limited September 2026 Future | Materials | Futures | -0.19% |
| Cipla Limited September 2026 Future | Healthcare | Futures | -0.19% |
| Divi's Laboratories Limited September 2026 Future | Healthcare | Futures | -0.19% |
| HDFC Life Insurance Company Limited September 2026 Future | Financial | Futures | -0.19% |
| Punjab National Bank September 2026 Future | Financial | Futures | -0.20% |
| UltraTech Cement Limited September 2026 Future | Materials | Futures | -0.20% |
| NTPC Limited September 2026 Future | Energy & Utilities | Futures | -0.23% |
| Sun Pharmaceutical Industries Limited October 2026 Future | Healthcare | Futures | -0.23% |
| Bosch Limited September 2026 Future | Consumer Discretionary | Futures | -0.26% |
| Maruti Suzuki India Limited September 2026 Future | Consumer Discretionary | Futures | -0.26% |
| Reliance Industries Limited October 2026 Future | Energy & Utilities | Futures | -0.26% |
| Tata Power Company Limited September 2026 Future | Energy & Utilities | Futures | -0.27% |
| Shriram Finance Limited September 2026 Future | Financial | Futures | -0.28% |
| State Bank of India October 2026 Future | Financial | Futures | -0.28% |
| Adani Ports and Special Economic Zone Limited September 2026 Future | Industrials | Futures | -0.30% |
| ICICI Bank Limited October 2026 Future | Financial | Futures | -0.30% |
| Infosys Limited September 2026 Future | Technology | Futures | -0.30% |
| Bajaj Finance Limited October 2026 Future | Financial | Futures | -0.32% |
| Power Grid Corporation of India Limited September 2026 Future | Energy & Utilities | Futures | -0.33% |
| Dabur India Limited September 2026 Future | Consumer Staples | Futures | -0.33% |
| Bajaj Finance Limited September 2026 Future | Financial | Futures | -0.34% |
| IDFC First Bank Limited September 2026 Future | Financial | Futures | -0.35% |
| Jio Financial Services Limited September 2026 Future | Financial | Futures | -0.36% |
| Ambuja Cements Limited September 2026 Future | Materials | Futures | -0.36% |
| Asian Paints Limited September 2026 Future | Materials | Futures | -0.38% |
| Titan Company Limited September 2026 Future | Consumer Discretionary | Futures | -0.39% |
| Hindalco Industries Limited September 2026 Future | Materials | Futures | -0.39% |
| Kalyan Jewellers India Limited September 2026 Future | Consumer Discretionary | Futures | -0.42% |
| Marico Limited September 2026 Future | Consumer Staples | Futures | -0.44% |
| Canara Bank September 2026 Future | Financial | Futures | -0.49% |
| Yes Bank Limited September 2026 Future | Financial | Futures | -0.51% |
| Aditya Birla Capital Limited September 2026 Future | Financial | Futures | -0.52% |
| Vodafone Idea Limited September 2026 Future | Technology | Futures | -0.55% |
| State Bank of India September 2026 Future | Financial | Futures | -0.57% |
| HDFC Bank Limited October 2026 Future | Financial | Futures | -0.67% |
| HDFC Asset Management Company Ltd.-SEP2026 | Financial | Futures | -0.73% |
| Mahindra & Mahindra Limited September 2026 Future | Consumer Discretionary | Futures | -0.76% |
| Kotak Mahindra Bank Limited September 2026 Future | Financial | Futures | -0.80% |
| Bharti Airtel Ltd-SEP2026 | Technology | Futures | -0.82% |
| ICICI Bank Limited September 2026 Future | Financial | Futures | -1.04% |
| Axis Bank Limited September 2026 Future | Financial | Futures | -1.52% |
| HDFC Bank Limited September 2026 Future | Financial | Futures | -3.07% |
| Reliance Industries Limited September 2026 Future | Energy & Utilities | Futures | -4.51% |
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 | +6.1% | -1.4% | +8.2% | +7.7% |
| Category average (Hybrid Dynamic Asset Allocation) | +1.0% | +4.6% | +11.9% | -- |
| Rank (Hybrid Dynamic Asset Allocation) | -- | 32 | 26 | -- |
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) | |
|---|---|---|---|---|
 | +6.00% | +11.90% | 10,125.45 | |
 | -0.65% | +11.27% | 1,07,295.79 | |
 | +3.80% | +11.25% | 75,399.17 | |
 | +2.67% | +10.84% | 9,917.50 | |
 | +3.75% | +10.71% | 3,821.11 | |
| 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 ₹7,562 Cr and the Latest NAV as of 23 Sep 2026 is ₹14.46.
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₹7,561.93 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,