NJ - Dynamic ETF Allocation Portfolio Aggressive
DEBT ETFS
To provide capital appreciation in the medium to long term with relatively lower volatility.
+11.58%
3Y annualised returns
+14.72%
Benchmark returns (NIFTY 50 Hybrid Composite debt 50:50 Index)
Launch date
12 Mar '18
Total AUM
₹385.09Cr
Min. investment
₹50,00,000
Benchmark
NIFTY 50 Hybrid Composite debt 50:50 Index
Portfolio analysis
Equity / Debt / Cash split
Equity99.5%
Cash0.5%
Equity market cap split
Large Cap56.7%
Mid Cap26.8%
Small Cap3.3%
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%
PMS management
NANJ Asset Management Pvt LtdView details
NA
NJ Asset Management Pvt Ltd
View details
About
NJ Asset Management Pvt Ltd
PMS house
NJ Asset Management Pvt Ltd.
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