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NJ AMC - Balanced Advantage Portfolio

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NJ AMC - Balanced Advantage Portfolio

NJ AMC - Balanced Advantage Portfolio

  • NJ Asset Management Pvt Ltd
  • Hybrid
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    Out of 1*
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Portfolio age 4 years, 1 months
-1.74%
0.13%
Hurdle Rate** 0.00%
Fixed fee 1.50%
Min. Investment ₹50 Lac
*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

TRAILING PERFORMANCE

(As on 31/01/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar Year Financial Year

DETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (0.37%)
OTHERS (99.63%)
Allocation by Market Cap
Sector Holdings
Undisclosed
Stock Holdings
  • Nippon India Balanced Advantage Fund 33.89%
  • Nippon India Balanced Advantage Fund - Direct Plan - Growth 33.89%
  • Edelweiss Balanced Advantage - Direct Plan - Growth 33.45%
  • Edelweiss Balanced Advantage 33.45%
  • NJ Balanced Advantage Fund 32.29%

PORTFOLIO MANAGERS

No Data Found!

FUND SUMMARY

AUM (₹ Cr)
181.75 (As on Jan, 2025)
Inception Date
Jan 12, 2021
Min. Investment
₹50 Lac
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

Fee Structure

Fixed Fee
1.50%
Variable Fee
No Option
Hurdle Rate
No Option
Profit Sharing
No Option
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Investment 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.

CALCULATORS

Income Tax Calculator SIP Calculator FD Calculator Dividend Yield Calculator Lump-Sum Calculator CAGR Calculator Top-Up Calculator Latte Factor Calculator

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PEER ANALYSIS

1M 3M 6M 1Y 3Y 5Y
  • table
  • Grid
Compare
NJ AMC - Balanced Advantage Portfolio
AUM (₹ Cr)
181.75
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
-1.74%
Benchmark Return
0.13%
Strategy Name Category Rank Scheme Return Benchmark Return Benchmark Category Name Hurdle Rate Fund Size (Cr)
NJ AMC - Balanced Advantage Portfolio
1Out of 1
-1.74%
0.13%
Nifty 50 Hybrid Composite Debt 50:50 index
Hybrid
No Option
₹181.75 Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

About the AMC

NJ Asset Management Pvt Ltd
NJ Asset Management Pvt Ltd manages assets worth Rs 4141.48 crores. Its current offering of PMS schemes includes 1 Hybrid, 1 Etf and 2 Multi Cap schemes.

AUM (₹ cr)

4141.48 (As on Jan, 2025)

Number of Schemes

4
Schemes From This AMC
1M 3M 6M 1Y 3Y 5Y
  • table
  • Grid
NJ AMC - Balanced Advantage Portfolio
AUM (₹ Cr)
₹181.75 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%
Strategy Return
-1.74%
Benchmark Return
0.13%
NJ AMC - Freedom ETF
AUM (₹ Cr)
₹258.72 Cr.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
ETF
Category Rank
3 Out of 3
Fixed Fee
1.00%
Strategy Return
-3.95%
Benchmark Return
-0.45%
NJ AMC - Bluechip
AUM (₹ Cr)
₹1794.18 Cr.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
MULTI CAP
Category Rank
114 Out of 175
Fixed Fee
2.50%
Strategy Return
-8.16%
Benchmark Return
-0.45%
NJ AMC - Multicap
AUM (₹ Cr)
₹647.54 Cr.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
MULTI CAP
Category Rank
166 Out of 175
Fixed Fee
2.50%
Strategy Return
-13.52%
Benchmark Return
-0.45%
Strategy Name Category Rank Strategy Return Benchmark Return Benchmark Hurdle Rate Category Name Fund Size (Cr)
NJ AMC - Balanced Advantage Portfolio
1Out of 4
-1.74%
0.13%
Nifty 50 Hybrid Composite Debt 50:50 index
No Option
Hybrid
₹181.75 Cr.
NJ AMC - Freedom ETF
1Out of 4
-3.95%
-0.45%
Nifty 50 TRI
No Option
ETF
₹258.72 Cr.
NJ AMC - Bluechip
1Out of 4
-8.16%
-0.45%
Nifty 50 TRI
No Option
MULTI CAP
₹1794.18 Cr.
NJ AMC - Multicap
1Out of 4
-13.52%
-0.45%
Nifty 50 TRI
No Option
MULTI CAP
₹647.54 Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

FAQ’S

What is the hurdle rate of NJ AMC - Balanced Advantage Portfolio?
The hurdle rate of NJ AMC - Balanced Advantage Portfolio is No Option.
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 ?
The variable fee charged in NJ AMC - Balanced Advantage Portfolio is No Option .
What is the profit sharing in NJ AMC - Balanced Advantage Portfolio ?
The profit sharing in NJ AMC - Balanced Advantage Portfolio is No Option.
What is the minimum investment in NJ AMC - Balanced Advantage Portfolio ?
The minimum investment in NJ AMC - Balanced Advantage Portfolio is ₹50 Lac
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 Jan 12, 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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