NJ - Dynamic Stock Allocation Portfolio Aggressive

EQUITY MULTI CAP

To provide long term capital appreciation with lower volatility.

+10.68%

3Y annualised returns

+14.72%

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

Launch date

02 Apr '16

Total AUM

₹817.09Cr

Min. investment

₹50,00,000

Benchmark

NIFTY 50 Hybrid Composite debt 50:50 Index

Portfolio analysis

Equity / Debt / Cash split

Equity99.4%

Cash0.6%

Equity market cap split

Large Cap59.9%

Mid Cap25.5%

Small Cap4.1%

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

PMS management

About

NJ Asset Management Pvt Ltd

PMS house

NJ Asset Management Pvt Ltd.

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