NJ - Dynamic ETF Allocation Portfolio Conservative
DEBT ETFS
To provide capital appreciation in the medium term with relatively lower volatility.
+3.84
%
1Y annualised returns
+3.43
%
Benchmark returns (NIFTY 50 Hybrid Short Duration Debt 25:75 Index)
1Y
3Y
5Y
All
Launch date
22 Jan '21
Total AUM
₹0.28Cr
Min. investment
₹50,00,000
Benchmark
NIFTY 50 Hybrid Short Duration Debt 25:75 Index
Portfolio analysis
Equity / Debt / Cash split
Equity
99.7%
Cash
0.3%
₹0Cr
Equity market cap split
Large Cap
53.5%
Mid Cap
9.9%
Small Cap
2.8%
₹0Cr
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
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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