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comparison

COMPARE PMS Schemes

A detailed comparison of PMS schemes on parameters like Fee structure, Portfolio, Returns etc
NJ AMC - Balanced Advantage Portfolio
Fund Summary
Category Hybrid
AUM (₹ cr) 181.75
Fixed Fee 1.50%
Variable Fee No Option
Hurdle Rate No Option
Profit Sharing No Option
Benchmark Nifty 50 Hybrid Composite Debt 50:50 index
Portfolio Age 4 years, 1 months
Trailing Returns
Portfolio Manager
Profile
Detailed Portfolio
Allocation by Market Cap
  • Large Cap
  • Mid Cap
  • Small Cap
Sector Holdings
Undisclosed
Stock Holdings
Cash & Cash Equivalents
0.37%
Edelweiss Balanced Advantage
33.45%
Edelweiss Balanced Advantage - Direct Plan - Growth
33.45%
NA
Nippon India Balanced Advantage Fund
33.89%
Nippon India Balanced Advantage Fund - Direct Plan - Growth
33.89%
NJ Balanced Advantage Fund
32.29%
NJ Balanced Advantage Fund - Direct Plan - Growth
32.29%
Investment Details
Min. Investment ₹5000000
SIP Option Not Available
STP Option Not Available
Exit Load Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.
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