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NJ AMC - Balanced Advantage Portfolio
NJ AMC - Balanced Advantage Portfolio

NJ AMC - Balanced Advantage Portfolio

  • NJ Asset Management Pvt Ltd
  • Hybrid
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Portfolio age3 years, 7 months
2.25%
1.41%
Hurdle Rate**0.00%
Fixed fee1.50%
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 30/06/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (0.32%)
Allocation by Market Cap
Small Cap (0%)
Mid Cap (0%)
Large Cap (0%)
Sector Holdings
Undisclosed
Stock Holdings
  • Nippon India Balanced Advantage Fund34.04%
  • Edelweiss Balanced Advantage33.81%
  • NJ Balanced Advantage Fund31.83%
  • Cash & Cash Equivalents0.33%

bt_logoPORTFOLIO MANAGERS

No data found

bt_logoFUND SUMMARY

AUM (₹ Cr)
193.68
(As on Jun, 2025)
Inception Date
Dec 01, 2021
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
1.50%
Variable Fee
No Option
Hurdle Rate
No Option
Profit Sharing
No Option
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bt_logoINVESTMENT PHILOSOPHY

Objective

The main objective of the portfolio approach is to generate capital appreciation in the long term through investments in Hybrid mutual fund schemes.

Investment Approach

The main objective of the portfolio approach is to generate capital appreciation in the long term through investments in Hybrid mutual fund schemes.

bt_logoCalculators

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bt_logoPEER ANALYSIS

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NJ AMC - Balanced Advantage Portfolio
AUM (₹ Cr)
₹193.68 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 Hybrid Composite Debt 50:50 index
Category Rank
1 Out of 1
Fixed Fee
1.50%
Scheme Return
2.25%
Benchmark Return
1.41%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

NJ Asset Management Pvt Ltd
NJ Asset Management Pvt Ltd manages assets worth Rs 4495.20 crores. Its current offering of PMS schemes includes 2 Multi Cap And Flexi Cap, 1 Etf and 1 Hybrid schemes.

AUM (₹ cr)

4,495.20 (As on Jun, 2025)

Number of Schemes

4
Schemes From This AMC
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Compare
NJ AMC - Multicap
AUM (₹ Cr)
₹758.63 Cr
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
4 Out of 250
Fixed Fee
2.00%
Scheme Return
7.85%
Benchmark Return
3.37%
NJ AMC - Bluechip
AUM (₹ Cr)
₹1,952.07 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
27 Out of 250
Fixed Fee
2.50%
Scheme Return
5.79%
Benchmark Return
3.37%
NJ AMC - Freedom ETF
AUM (₹ Cr)
₹285.14 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
ETF
Category Rank
3 Out of 3
Fixed Fee
1.00%
Scheme Return
3.24%
Benchmark Return
3.37%
NJ AMC - Balanced Advantage Portfolio
AUM (₹ Cr)
₹193.68 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 Hybrid Composite Debt 50:50 index
Category
Hybrid
Category Rank
1 Out of 1
Fixed Fee
1.50%
Scheme Return
2.25%
Benchmark Return
1.41%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of NJ AMC - Balanced Advantage Portfolio?
There is no option for Hurdle rate.
What is the fixed fee charged in NJ AMC - Balanced Advantage Portfolio ?
The fixed fee charged in NJ AMC - Balanced Advantage Portfolio is 1.50%.
What is the variable fee charged in NJ AMC - Balanced Advantage Portfolio ?
There is no option for Variable fee.
What is the profit sharing in NJ AMC - Balanced Advantage Portfolio ?
There is no option for Profit sharing.
What is the minimum investment in NJ AMC - Balanced Advantage Portfolio ?
The minimum investment in NJ AMC - Balanced Advantage Portfolio is ₹50 Lacs
What type of scheme is NJ AMC - Balanced Advantage Portfolio?
NJ AMC - Balanced Advantage Portfolio is an Hybrid scheme. It falls in the Hybrid category.
What is the inception date of NJ AMC - Balanced Advantage Portfolio?
The inception date of NJ AMC - Balanced Advantage Portfolio is Dec 01, 2021.
What is the exit load of NJ AMC - Balanced Advantage Portfolio?
Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.

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