Business Today
Subscribe
PMS TodayBudget 2025US NewsIndiaWeatherBT ShortsNRIEducationElection
BT India 100BT GolfBT Mindrush
Search
Advertisement
News
pms
NJ AMC - Balanced Advantage Portfolio
NJ AMC - Balanced Advantage Portfolio

NJ AMC - Balanced Advantage Portfolio

  • NJ Asset Management Pvt Ltd
  • Hybrid
  • Out of *
  • Compare
    Compare
  • Share
    • Whatsapp
    • Twitter
    • Facebook
    Share
Powered by
PMS Bazaar
Portfolio age3 years, 9 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%

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
SUBSCRIBE TO
BUSINESS TODAY MAGAZINE
Subscribe Now
Already a subscriber?Login

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

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

BT Tv

From Tariffs To Trust? Trump’s Flip-Flop On India Relations4:19From Tariffs To Trust? Trump’s Flip-Flop On India Relations
Daily Calls LIVE: Ask Your STOCK MARKET TODAY QUERIES | Market Update LIVE | Share Market News Today52:25Daily Calls LIVE: Ask Your STOCK MARKET TODAY QUERIES | Market Update LIVE | Share Market News Today
Stock Market LIVE | Indian Equities Surge On Hopes Of Fed Cuts, India-US Trade Revival21:01Stock Market LIVE | Indian Equities Surge On Hopes Of Fed Cuts, India-US Trade Revival
Newly Appointed U.S. Envoy To India Reveals His Broad Focus To Deepen Bilateral Ties4:07Newly Appointed U.S. Envoy To India Reveals His Broad Focus To Deepen Bilateral Ties
Faith Vs Legacy: Bengaluru Metro Naming Sparks Big Row2:52Faith Vs Legacy: Bengaluru Metro Naming Sparks Big Row
31-Year Old Charlie Kirk, The Youth Face Of MAGA, Assassinated On Stage At College Event3:3931-Year Old Charlie Kirk, The Youth Face Of MAGA, Assassinated On Stage At College Event
PSU Bank Mergers: 'Valuations Are Extremely Attractive' Amid Government's Reform Push3:29PSU Bank Mergers: 'Valuations Are Extremely Attractive' Amid Government's Reform Push
Charlie Kirk Assassination: FBI Shares Video, Urges Public Help In Identifying Shooter3:21Charlie Kirk Assassination: FBI Shares Video, Urges Public Help In Identifying Shooter
PM Modi Lauds Mohan Bhagwat, Calls RSS World’s Biggest NGO4:55PM Modi Lauds Mohan Bhagwat, Calls RSS World’s Biggest NGO
Maruti’s Flex Fuel Car To Come In March 2026 | MD Hisashi Takeuchi6:42Maruti’s Flex Fuel Car To Come In March 2026 | MD Hisashi Takeuchi
View more

bt_logoPEER ANALYSIS

  • table
  • Grid
Compare

No Data Found!

*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

AUM (₹ cr)

4,495.20 (As on Jun, 2025)

Number of Schemes

0
Schemes From This AMC
  • table
  • Grid
Compare

No Data Found!

*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.

bt_logoTop Stories