NJ-BALANCED ADVANTAGE PORTFOLIO

HYBRID OTHERS

+11.42%

3Y annualised returns

+8.80%

Benchmark returns (NIFTY 50 Hybrid Composite debt 50:50 Index)

Launch date

01 Dec '21

Total AUM

₹202.72Cr

Min. investment

₹50,00,000

Benchmark

NIFTY 50 Hybrid Composite debt 50:50 Index

Portfolio analysis

Equity / Debt / Cash split

Equity99.7%

Cash0.3%

Equity market cap split

Large Cap56.6%

Mid Cap17.6%

Small Cap6.4%

Min. investment & fees structure

Min. investment for 1st time

SEBI mandates a minimum investment for investing in PMS

₹50,00,000

Exit load

Fee charged on redemption before the completed holding period

1.00%

PMS management

About

NJ Asset Management Pvt Ltd

PMS house

NJ Asset Management Pvt Ltd.

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