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Invest in direct mutual funds at zero charges via lump sump investments or SIPs
NJ Balanced Advantage Fund Direct Growth
+9.86%
3Y annualised
-0.21% 1D
NAV: 24 Jul '26
₹14.47
Min. for SIP
₹100
Fund size (AUM)
₹3,393.51 Cr
Expense ratio
1.12%
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 | 24.64% |
| HDFC Bank Ltd | Financial | Equity | 6.50% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 4.25% |
| ICICI Bank Ltd | Financial | Equity | 3.69% |
| Marico Ltd | Consumer Staples | Equity | 3.47% |
| Bosch Ltd | Consumer Discretionary | Equity | 3.18% |
| Eicher Motors Ltd | Consumer Discretionary | Equity | 2.82% |
| Britannia Industries Ltd | Consumer Staples | Equity | 2.78% |
| Dr. Lal Pathlabs Ltd | Healthcare | Equity | 2.74% |
| Cipla Ltd | Healthcare | Equity | 2.73% |
| Others CBLO | Unspecified | CBLO | 2.69% |
| Torrent Pharmaceuticals Ltd | Healthcare | Equity | 2.60% |
| ITC Ltd | Consumer Staples | Equity | 2.56% |
| Sun Pharmaceutical Industries Ltd | Healthcare | Equity | 2.55% |
| Dr. Reddy's Laboratories Ltd | Healthcare | Equity | 2.48% |
| Alkem Laboratories Ltd | Healthcare | Equity | 2.38% |
| Oil & Natural Gas Corporation Ltd | Energy & Utilities | Equity | 2.09% |
| Nestle India Ltd | Consumer Staples | Equity | 2.06% |
| Pidilite Industries Ltd | Materials | Equity | 1.98% |
| Page Industries Ltd | Consumer Discretionary | Equity | 1.83% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 1.76% |
| HDFC Asset Management Company Ltd | Financial | Equity | 1.68% |
| Ajanta Pharma Ltd | Healthcare | Equity | 1.56% |
| Hero Motocorp Ltd | Consumer Discretionary | Equity | 1.53% |
| Axis Bank Ltd | Financial | Equity | 1.23% |
| Bajaj Finance Ltd | Financial | Equity | 1.12% |
| Colgate-Palmolive (India) Ltd | Consumer Staples | Equity | 1.07% |
| GOVERNMENT OF INDIA 36170 364 DAYS TBILL 02JL26 FV RS 100 | Financial | Treasury Bills | 1.03% |
| Emami Ltd | Consumer Staples | Equity | 0.99% |
| JB Chemicals & Pharmaceuticals Ltd | Healthcare | Equity | 0.99% |
| Havells India Ltd | Consumer Discretionary | Equity | 0.97% |
| Aptus Value Housing Finance India Ltd | Financial | Equity | 0.93% |
| Indiamart Intermesh Ltd | Industrials | Equity | 0.92% |
| The Great Eastern Shipping Company Ltd | Energy & Utilities | Equity | 0.89% |
| Endurance Technologies Ltd | Consumer Discretionary | Equity | 0.89% |
| Muthoot Finance Ltd | Financial | Equity | 0.82% |
| Bharti Airtel Ltd | Technology | Equity | 0.81% |
| Tech Mahindra Ltd | Technology | Equity | 0.77% |
| CENTRAL GOVERNMENT LOAN 12005 GOI 09JL26 8.33 FV RS 100 | Entities | Central Government Loan | 0.74% |
| Mphasis Ltd | Technology | Equity | 0.73% |
| Hindustan Aeronautics Ltd | Industrials | Equity | 0.72% |
| Crompton Greaves Consumer Electricals Ltd | Consumer Discretionary | Equity | 0.70% |
| Kajaria Ceramics Ltd | Industrials | Equity | 0.69% |
| UTI Asset Management Company Ltd | Financial | Equity | 0.68% |
| Berger Paints India Ltd | Materials | Equity | 0.66% |
| Tata Technologies Ltd | Technology | Equity | 0.65% |
| SBI Cards and Payment Services Limited July 2026 Future | Financial | Futures | 0.65% |
| Power Grid Corporation of India Ltd | Energy & Utilities | Equity | 0.64% |
| Castrol India Ltd | Materials | Equity | 0.61% |
| WIPRO LTD.-JUL2026 | Technology | Futures | 0.60% |
| Bajaj Auto Limited July 2026 Future | Consumer Discretionary | Futures | 0.58% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 0.57% |
| ABB India Ltd | Industrials | Equity | 0.56% |
| Vodafone Idea Ltd | Technology | Equity | 0.54% |
| Dabur India Ltd | Consumer Staples | Equity | 0.52% |
| Aditya Birla Capital Ltd | Financial | Equity | 0.50% |
| HCL Technologies Ltd | Technology | Equity | 0.49% |
| Tata Elxsi Ltd | Technology | Equity | 0.47% |
| Tata Consultancy Services Ltd | Technology | Equity | 0.45% |
| Infosys Ltd | Technology | Equity | 0.44% |
| Crisil Ltd | Industrials | Equity | 0.40% |
| Yes Bank Ltd | Financial | Equity | 0.39% |
| Ambuja Cements Ltd | Materials | Equity | 0.37% |
| Zomato Ltd | Technology | Equity | 0.36% |
| Hindalco Industries Ltd | Materials | Equity | 0.36% |
| Jio Financial Services Limited | Financial | Equity | 0.36% |
| GOVERNMENT OF INDIA 37410 091 DAYS TBILL 30JL26 FV RS 100 | Financial | Treasury Bills | 0.35% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 0.34% |
| Titan Company Ltd | Consumer Discretionary | Equity | 0.33% |
| IDFC First Bank Ltd | Financial | Equity | 0.32% |
| Asian Paints Ltd | Materials | Equity | 0.30% |
| GOVERNMENT OF INDIA 36241 364 DAYS TBILL 23JL26 FV RS 100 | Financial | Treasury Bills | 0.29% |
| 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% |
| Kalyan Jewellers India Ltd | Consumer Discretionary | Equity | 0.27% |
| Abbott India Ltd | Healthcare | Equity | 0.24% |
| NTPC Ltd | Energy & Utilities | Equity | 0.23% |
| State Bank of India | Financial | Equity | 0.22% |
| 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% |
| Tata Steel Ltd | Materials | Equity | 0.20% |
| Adani Enterprises Ltd | Materials | Equity | 0.20% |
| Ultratech Cement Ltd | Materials | Equity | 0.20% |
| Adani Power Ltd | Energy & Utilities | Equity | 0.19% |
| Tata Power Company Ltd | Energy & Utilities | Equity | 0.17% |
| Bajaj Finserv Ltd | Financial | Equity | 0.16% |
| Coal India Ltd | Materials | 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% |
| GOVERNMENT OF INDIA 36939 182 DAYS TBILL 17JL26 FV RS 100 | Financial | Treasury Bills | 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 | 0.15% |
| 91 DAYS T-BILL - 24SEP2026 | Financial | Treasury Bills | 0.15% |
| Punjab National Bank | Financial | Equity | 0.14% |
| Bajaj Auto Ltd | Consumer Discretionary | Equity | 0.14% |
| Adani Transmission Ltd | Energy & Utilities | Equity | 0.13% |
| SBI Life Insurance Company Ltd | Financial | Equity | 0.13% |
| Exide Industries Ltd | Consumer Discretionary | Equity | 0.10% |
| Hindustan Unilever Ltd | Consumer Staples | Equity | 0.10% |
| Varun Beverages Ltd | Consumer Staples | Equity | 0.10% |
| Adani Ports and Special Economic Zone Ltd | Industrials | Equity | 0.09% |
| GOVERNMENT OF INDIA 36303 364 DAYS TBILL 06AG26 FV RS 100 | Financial | Treasury Bills | 0.09% |
| GOVERNMENT OF INDIA 36319 364 DAYS TBILL 13AG26 FV RS 100 | Financial | Treasury Bills | 0.09% |
| Steel Authority Of India Ltd | Materials | Equity | 0.08% |
| Glenmark Pharmaceuticals Ltd | Healthcare | Equity | 0.08% |
| Indian Energy Exchange Ltd | Financial | Equity | 0.08% |
| Canara Bank | Financial | Equity | 0.08% |
| Net Receivables | Unspecified | Net Receivables | 0.08% |
| Bandhan Bank Ltd | Financial | Equity | 0.08% |
| 364 Day T-BILL 09 July 2026 | Financial | Treasury Bills | 0.07% |
| GOVERNMENT OF INDIA 36790 364 DAYS TBILL 03DC26 FV RS 100 | Financial | Treasury Bills | 0.07% |
| Solar Industries India Ltd | Materials | Equity | 0.06% |
| Adani Green Energy Ltd | Energy & Utilities | Equity | 0.06% |
| UPL Ltd | Materials | Equity | 0.06% |
| Indusind Bank Ltd | Financial | Equity | 0.06% |
| GOVERNMENT OF INDIA 37391 091 DAYS TBILL 23JL26 FV RS 100 | Financial | Treasury Bills | 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 | 0.06% |
| SBI Cards & Payments Services Ltd | Financial | Equity | 0.05% |
| Bank Of Baroda | Financial | Equity | 0.05% |
| Wipro Ltd | Technology | Equity | 0.05% |
| TVS Motor Company Ltd | Consumer Discretionary | Equity | 0.04% |
| Bank of India | Financial | Equity | 0.03% |
| LIC Housing Finance Ltd | Financial | Equity | 0.03% |
| Hitachi Energy India Ltd | Industrials | Equity | 0.03% |
| Bharat Electronics Ltd | Industrials | Equity | 0.02% |
| Oil India Ltd | Energy & Utilities | Equity | 0.02% |
| Hyundai Motor India Ltd. | Consumer Discretionary | Equity | 0.02% |
| Manappuram Finance Ltd | Financial | Equity | 0.02% |
| PNB Housing Finance Ltd | Financial | Equity | 0.02% |
| Max Healthcare Institute Ltd | Healthcare | Equity | 0.02% |
| Avenue Supermarts Ltd | Consumer Staples | Equity | 0.02% |
| DLF Ltd | Real Estate | Equity | 0.01% |
| Swiggy Ltd. | Technology | Equity | 0.01% |
| Computer Age Management Services Ltd | Financial | Equity | 0.01% |
| Apollo Hospitals Enterprise Ltd | Healthcare | Equity | 0.01% |
| GMR Airports Infrastructure Ltd | Industrials | Equity | 0.01% |
| KFin Technologies Ltd | Financial | Equity | 0.01% |
| Tata Motors Ltd | Consumer Discretionary | Equity | 0.01% |
| Laurus Labs Ltd | Healthcare | Equity | 0.01% |
| One 97 Communications Ltd | Industrials | Equity | 0.01% |
| The Indian Hotels Company Ltd | Consumer Discretionary | Equity | 0.01% |
| Indus Towers Ltd | Technology | Equity | 0.01% |
| HDFC Life Insurance Co Ltd | Financial | Equity | 0.01% |
| GAIL (India) Ltd | Energy & Utilities | Equity | 0.01% |
| Inox Wind Ltd | Industrials | Equity | 0.01% |
| Ashok Leyland Ltd | Industrials | Equity | 0.00% |
| Godrej Properties Ltd | Real Estate | Equity | 0.00% |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | Equity | 0.00% |
| Dixon Technologies (India) Ltd | Consumer Discretionary | Equity | 0.00% |
| NMDC Ltd | Materials | Equity | 0.00% |
| ICICI Lombard General Insurance Company Ltd | Financial | Equity | 0.00% |
| IIFL Wealth Management Ltd | Financial | Equity | 0.00% |
| 360 One WAM Limited July 2026 Future | Financial | Futures | -0.00% |
| ICICI Lombard General Insurance Company Limited July 2026 Future | Financial | Futures | -0.00% |
| NMDC Limited July 2026 Future | Materials | Futures | -0.00% |
| Dixon Technologies (India) Limited July 2026 Future | Consumer Discretionary | Futures | -0.00% |
| Bharat Petroleum Corporation Limited July 2026 Future | Energy & Utilities | Futures | -0.00% |
| Godrej Properties Limited July 2026 Future | Real Estate | Futures | -0.00% |
| Eicher Motors Limited July 2026 Future | Consumer Discretionary | Futures | -0.00% |
| Ashok Leyland Limited July 2026 Future | Industrials | Futures | -0.00% |
| Inox Wind Limited July 2026 Future | Industrials | Futures | -0.01% |
| GAIL (India) Limited July 2026 Future | Energy & Utilities | Futures | -0.01% |
| HDFC Life Insurance Company Limited July 2026 Future | Financial | Futures | -0.01% |
| Indus Towers Limited July 2026 Future | Technology | Futures | -0.01% |
| The Indian Hotels Company Limited July 2026 Future | Consumer Discretionary | Futures | -0.01% |
| One 97 Communications Limited July 2026 Future | Industrials | Futures | -0.01% |
| Laurus Labs Limited July 2026 Future | Healthcare | Futures | -0.01% |
| TATA MOTORS PASSENGER VEHICLES LTD.-JUL2026 | Consumer Discretionary | Futures | -0.01% |
| Havells India Limited July 2026 Future | Consumer Discretionary | Futures | -0.01% |
| KFin Technologies Limited July 2026 Future | Financial | Futures | -0.01% |
| GMR Airports Limited July 2026 Future | Industrials | Futures | -0.01% |
| Apollo Hospitals Enterprise Limited July 2026 Future | Healthcare | Futures | -0.01% |
| Computer Age Management Services Limited July 2026 Future | Financial | Futures | -0.01% |
| Canara Bank August 2026 Future | Financial | Futures | -0.01% |
| Swiggy Limited July 2026 Future | Technology | Futures | -0.01% |
| DLF Limited July 2026 Future | Real Estate | Futures | -0.01% |
| Avenue Supermarts Limited July 2026 Future | Consumer Staples | Futures | -0.02% |
| Max Healthcare Institute Limited July 2026 Future | Healthcare | Futures | -0.02% |
| PNB Housing Finance Limited July 2026 Future | Financial | Futures | -0.02% |
| Oil & Natural Gas Corporation Limited July 2026 Future | Energy & Utilities | Futures | -0.02% |
| Manappuram Finance Limited July 2026 Future | Financial | Futures | -0.02% |
| Hyundai Motor India Ltd July 2026 Future | Consumer Discretionary | Futures | -0.02% |
| Oil India Limited July 2026 Future | Energy & Utilities | Futures | -0.02% |
| Bharat Electronics Limited July 2026 Future | Industrials | Futures | -0.02% |
| Hitachi Energy India Limited July 2026 Future | Industrials | Futures | -0.03% |
| LIC Housing Finance Limited July 2026 Future | Financial | Futures | -0.03% |
| Bank of India July 2026 Future | Financial | Futures | -0.03% |
| Britannia Industries Limited July 2026 Future | Consumer Staples | Futures | -0.04% |
| TVS Motor Company Limited July 2026 Future | Consumer Discretionary | Futures | -0.04% |
| Axis Bank Limited August 2026 Future | Financial | Futures | -0.05% |
| Bank of Baroda July 2026 Future | Financial | Futures | -0.05% |
| Pidilite Industries Limited July 2026 Future | Materials | Futures | -0.05% |
| Cipla Limited July 2026 Future | Healthcare | Futures | -0.06% |
| REC LTD-JUL2026 | Financial | Futures | -0.06% |
| IndusInd Bank Limited July 2026 Future | Financial | Futures | -0.06% |
| UPL Limited July 2026 Future | Materials | Futures | -0.06% |
| Tata Power Company Limited August 2026 Future | Energy & Utilities | Futures | -0.06% |
| Vodafone Idea Limited August 2026 Future | Technology | Futures | -0.06% |
| Solar Industries India Limited July 2026 Future | Materials | Futures | -0.06% |
| Adani Green Energy Limited July 2026 Future | Energy & Utilities | Futures | -0.06% |
| Canara Bank July 2026 Future | Financial | Futures | -0.07% |
| Bandhan Bank Limited July 2026 Future | Financial | Futures | -0.08% |
| Crompton Greaves Consumer Electricals Limited July 2026 Future | Consumer Discretionary | Futures | -0.08% |
| Indian Energy Exchange Limited July 2026 Future | Financial | Futures | -0.08% |
| Glenmark Pharmaceuticals Limited July 2026 Future | Healthcare | Futures | -0.08% |
| Steel Authority of India Limited July 2026 Future | Materials | Futures | -0.08% |
| ITC Limited July 2026 Future | Consumer Staples | Futures | -0.09% |
| Adani Ports and Special Economic Zone Limited July 2026 Future | Industrials | Futures | -0.09% |
| Tata Steel Limited August 2026 Future | Materials | Futures | -0.09% |
| Varun Beverages Limited July 2026 Future | Consumer Staples | Futures | -0.10% |
| Hindustan Unilever Limited July 2026 Future | Consumer Staples | Futures | -0.10% |
| Exide Industries Limited July 2026 Future | Consumer Discretionary | Futures | -0.10% |
| Tata Steel Limited July 2026 Future | Materials | Futures | -0.11% |
| Tata Power Company Limited July 2026 Future | Energy & Utilities | Futures | -0.11% |
| SBI Life Insurance Company Limited July 2026 Future | Financial | Futures | -0.13% |
| Ambuja Cements Limited August 2026 Future | Materials | Futures | -0.13% |
| Adani Energy Solutions Limited August 2026 Future | Energy & Utilities | Futures | -0.14% |
| Bajaj Finance Limited July 2026 Future | Financial | Futures | -0.14% |
| Hindustan Aeronautics Limited July 2026 Future | Industrials | Futures | -0.14% |
| Punjab National Bank July 2026 Future | Financial | Futures | -0.14% |
| Sun Pharmaceutical Industries Limited July 2026 Future | Healthcare | Futures | -0.15% |
| Coal India Limited July 2026 Future | Materials | Futures | -0.15% |
| Bajaj Finserv Limited July 2026 Future | Financial | Futures | -0.16% |
| Adani Power Limited July 2026 Future | Energy & Utilities | Futures | -0.19% |
| UltraTech Cement Limited July 2026 Future | Materials | Futures | -0.20% |
| Adani Enterprises Limited July 2026 Future | Materials | Futures | -0.20% |
| Bosch Limited July 2026 Future | Consumer Discretionary | Futures | -0.21% |
| Maruti Suzuki India Limited July 2026 Future | Consumer Discretionary | Futures | -0.22% |
| State Bank of India July 2026 Future | Financial | Futures | -0.23% |
| NTPC Limited July 2026 Future | Energy & Utilities | Futures | -0.23% |
| Ambuja Cements Limited July 2026 Future | Materials | Futures | -0.24% |
| Kalyan Jewellers India Limited July 2026 Future | Consumer Discretionary | Futures | -0.27% |
| Asian Paints Limited July 2026 Future | Materials | Futures | -0.30% |
| IDFC First Bank Limited July 2026 Future | Financial | Futures | -0.32% |
| Titan Company Limited July 2026 Future | Consumer Discretionary | Futures | -0.33% |
| Shriram Finance Limited July 2026 Future | Financial | Futures | -0.34% |
| Hindalco Industries Limited July 2026 Future | Materials | Futures | -0.36% |
| Jio Financial Services Limited July 2026 Future | Financial | Futures | -0.36% |
| Eternal Limited July 2026 Future | Technology | Futures | -0.36% |
| Yes Bank Limited July 2026 Future | Financial | Futures | -0.39% |
| Marico Limited July 2026 Future | Consumer Staples | Futures | -0.44% |
| Vodafone Idea Limited July 2026 Future | Technology | Futures | -0.48% |
| Aditya Birla Capital Limited July 2026 Future | Financial | Futures | -0.51% |
| Kotak Mahindra Bank Limited July 2026 Future | Financial | Futures | -0.52% |
| Dabur India Limited July 2026 Future | Consumer Staples | Futures | -0.52% |
| Mahindra & Mahindra Limited July 2026 Future | Consumer Discretionary | Futures | -0.57% |
| Power Grid Corporation of India Limited July 2026 Future | Energy & Utilities | Futures | -0.65% |
| HDFC Asset Management Company Limited July 2026 Future | Financial | Futures | -0.76% |
| ICICI Bank Limited July 2026 Future | Financial | Futures | -0.77% |
| Bharti Airtel Limited August 2026 Future | Technology | Futures | -0.81% |
| Axis Bank Limited July 2026 Future | Financial | Futures | -1.20% |
| Reliance Industries Limited July 2026 Future | Energy & Utilities | Futures | -4.27% |
| HDFC Bank Limited July 2026 Future | Financial | Futures | -4.76% |
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 | +2.5% | +1.2% | +9.9% | +8.1% |
| Category average (Hybrid Dynamic Asset Allocation) | +1.0% | +4.6% | +11.9% | -- |
| Rank (Hybrid Dynamic Asset Allocation) | -- | 25 | 19 | -- |
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) | |
|---|---|---|---|---|
 | -0.06% | +15.42% | 905.21 | |
 | +0.00% | +13.23% | 1,06,456.16 | |
 | +5.34% | +11.88% | 72,486.28 | |
 | +3.35% | +11.36% | 9,796.34 | |
 | +4.58% | +11.20% | 3,749.13 | |
| 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 ₹6,940 Cr and the Latest NAV as of 24 Jul 2026 is ₹14.47.
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₹6,939.70 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,