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comparison

bt_logoCOMPARE PMS SCHEMES

A detailed comparison of PMS schemes on parameters like Fee structure, Portfolio, Returns etc
NJ AMC - Balanced Advantage Portfolio
Fund Summary
CategoryHybrid
AUM (₹ cr)202.80
Fixed Fee1.50%
Variable FeeNo Option
Hurdle RateNo Option
Profit SharingNo Option
BenchmarkNifty 50 Hybrid Composite Debt 50:50 index
Portfolio Age4 years, 2 months
Trailing Returns
Portfolio Manager
Profile
Detailed Portfolio
Allocation by Market Cap
    Undisclosed
Sector Holdings
Undisclosed
Stock Holdings
Edelweiss Balanced Advantage
34.11%
NA
Nippon India Balanced Advantage Fund
34.26%
NJ Balanced Advantage Fund
31.28%
Investment Details
Min. Investment5000000
SIP OptionNot Available
STP OptionNot Available
Exit Load Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.