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NJ AMC - Bluechip

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NJ AMC - Bluechip

NJ AMC - Bluechip

  • NJ Asset Management Pvt Ltd
  • MULTI CAP
  • 58
    Out of 96*
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Portfolio age 6 years, 11 months
-8.16%
-0.45%
Hurdle Rate** 0.00%
Fixed fee 2.50%
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 (99.2%)
CASH AND EQUIVALENT (0.8%)
Allocation by Market Cap
Small Cap (10.1%)
Large Cap (37.98%)
Mid Cap (51.12%)
Sector Holdings
  • Industrials 20.37%
  • Consumer Staples 18.44%
  • Financials 16.11%
  • Information Technology 15.38%
  • Materials 10.58%
Stock Holdings
  • Hindustan Aeronautics Ltd 7.38%
  • Coromandel International Ltd 6.57%
  • Nippon Life India Asset Management Ltd 6.56%
  • Coforge Ltd 6.31%
  • Bajaj Auto Ltd 6.30%

PORTFOLIO MANAGERS

No Data Found!

FUND SUMMARY

AUM (₹ Cr)
1794.18 (As on Jan, 2025)
Inception Date
Mar 12, 2018
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
2.50%
Variable Fee
No Option
Hurdle Rate
No Option
Profit Sharing
No Option
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Investment Philosophy

Objective

To generate capital appreciation in medium to long term by investing in well-established companies

Investment Approach

Equity investment in well-established companies / within the top-300 market-cap / based on ROCE, ROE, revenue growth, free-cash-flow / top 15 companies selected / rebalancing every year

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 - Bluechip
AUM (₹ Cr)
1794.18
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
114 Out of 175
Fixed Fee
2.50%
Scheme Return
-8.16%
Benchmark Return
-0.45%
Invasset - Growth Pro Max
AUM (₹ Cr)
UNDISC.
Hurdle Rate
0% or 10%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 175
Fixed Fee
No Option
Scheme Return
1.10%
Benchmark Return
-3.43%
Maxiom PMS - EMERALD
AUM (₹ Cr)
UNDISC.
Hurdle Rate
6% or 25%
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 175
Fixed Fee
2.50%
Scheme Return
0.09%
Benchmark Return
-0.45%
Qode All Weather
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 175
Fixed Fee
No Option
Scheme Return
-0.18%
Benchmark Return
-3.49%
2Point2 Capital - Long Term Value Fund
AUM (₹ Cr)
1295.44
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 175
Fixed Fee
1.50%
Scheme Return
-0.19%
Benchmark Return
-3.43%
Dynamic
AUM (₹ Cr)
UNDISC.
Hurdle Rate
0.00%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 175
Fixed Fee
1.25%
Scheme Return
-0.39%
Benchmark Return
-0.45%
Strategy Name Category Rank Scheme Return Benchmark Return Benchmark Category Name Hurdle Rate Fund Size (Cr)
NJ AMC - Bluechip
1Out of 175
-8.16%
-0.45%
Nifty 50 TRI
MULTI CAP
No Option
₹1794.18 Cr.
Invasset - Growth Pro Max
1Out of 175
1.10%
-3.43%
S&P BSE 500 TRI
MULTI CAP
0% or 10%
₹UNDISC. Cr.
Maxiom PMS - EMERALD
1Out of 175
0.09%
-0.45%
Nifty 50 TRI
MULTI CAP
6% or 25%
₹UNDISC. Cr.
Qode All Weather
1Out of 175
-0.18%
-3.49%
S&P BSE 500 TRI
MULTI CAP
10%
₹UNDISC. Cr.
2Point2 Capital - Long Term Value Fund
1Out of 175
-0.19%
-3.43%
S&P BSE 500 TRI
MULTI CAP
10.00%
₹1295.44 Cr.
Dynamic
1Out of 175
-0.39%
-0.45%
Nifty 50 TRI
MULTI CAP
0.00%
₹UNDISC. 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 - Bluechip?
The hurdle rate of NJ AMC - Bluechip is No Option.
What is the fixed fee charged in NJ AMC - Bluechip ?
The fixed fee charged in NJ AMC - Bluechip is 2.50%.
What is the variable fee charged in NJ AMC - Bluechip ?
The variable fee charged in NJ AMC - Bluechip is No Option .
What is the profit sharing in NJ AMC - Bluechip ?
The profit sharing in NJ AMC - Bluechip is No Option.
What is the minimum investment in NJ AMC - Bluechip ?
The minimum investment in NJ AMC - Bluechip is ₹50 Lac
What type of scheme is NJ AMC - Bluechip?
NJ AMC - Bluechip is an Equity scheme. It falls in the MULTI CAP category.
What is the inception date of NJ AMC - Bluechip?
The inception date of NJ AMC - Bluechip is Mar 12, 2018 .
What is the exit load of NJ AMC - Bluechip?
Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.

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