scorecardresearch
Business Today
Subscribe
PMS Today US News India UPSTART Weather BT Shorts NRI Education Election
BT Golf BT Mindrush BT Best Banks
Clear all
Search

COMPANIES

No Data Found

NEWS

No Data Found
Sign in Subscribe
events
Special
  • BT tech today
  • BT 500 wealth creators summit
  • Economic Indicators
News
Pms
NJ AMC - Freedom ETF

Feedback
NJ AMC - Freedom ETF

NJ AMC - Freedom ETF

  • NJ Asset Management Pvt Ltd
  • ETF
  • 1
    Out of 1*
  • Share
    Compare
  • Share
    • Whatsapp
    • Twitter
    • Facebook
    Share
Powered by
Portfolio age 6 years, 11 months
-3.95%
-0.45%
Hurdle Rate** 0.00%
Fixed fee 1.00%
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 Etf Nifty 50 Bees 43.78%
  • Nippon India ETF Nifty Midcap 31.23%
  • Nippon India ETF Nifty Next 50 Junior BEES 24.62%
  • Cash & Cash Equivalents 0.37%

PORTFOLIO MANAGERS

No Data Found!

FUND SUMMARY

AUM (₹ Cr)
258.72 (As on Jan, 2025)
Inception Date
Mar 9, 2018
Min. Investment
₹50 Lac
SIP Option
Available
STP Option
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
1.00%
Variable Fee
No Option
Hurdle Rate
No Option
Profit Sharing
No Option
SUBSCRIBE TO
BUSINESS TODAY MAGAZINE
Subscribe Now
Already a subscriber? Login

Investment Philosophy

Objective

The objective of this portfolio strategy is to generate capital appreciation in the medium to long term through investment in equity - oriented exchange traded funds (ETF).

Investment Approach

This portfolio will consist of a basket of ETF’s tracking various indices. Reviewing of portfolio will be done on yearly basis.

CALCULATORS

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

BT Tv Section Video

Karnataka Gold Smuggling Scandal: IPS Officer, Actor Daughter & Hawala Links Exposed! 2:52 Karnataka Gold Smuggling Scandal: IPS Officer, Actor Daughter & Hawala Links Exposed!
India Today Conclave 2025: LIVE & Exclusive - A Power-Packed Gathering Of Leaders & Visionaries! 0:40 India Today Conclave 2025: LIVE & Exclusive - A Power-Packed Gathering Of Leaders & Visionaries!
India Today Conclave: LIVE & Exclusive - Where Power, Politics & Ideas Shape The Future! 0:34 India Today Conclave: LIVE & Exclusive - Where Power, Politics & Ideas Shape The Future!
FM Sitharaman: Waiting For Result Of Piyush Goyal's Trade Talks In U.S. 3:33 FM Sitharaman: Waiting For Result Of Piyush Goyal's Trade Talks In U.S.
Tesla’s Big Move: Showroom Finalised In Mumbai, Announcement For Delhi Likely Soon 2:52 Tesla’s Big Move: Showroom Finalised In Mumbai, Announcement For Delhi Likely Soon
View more

PEER ANALYSIS

1M 3M 6M 1Y 3Y 5Y
  • table
  • Grid
Compare
NJ AMC - Freedom ETF
AUM (₹ Cr)
258.72
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 3
Fixed Fee
1.00%
Scheme Return
-3.95%
Benchmark Return
-0.45%
AlphaaMoney Equity+
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
1 Out of 3
Fixed Fee
0.75%
Scheme Return
-2.35%
Benchmark Return
-0.45%
Ayan Analytics - PriceBridge Honeycomb
AUM (₹ Cr)
23.67
Hurdle Rate
14%
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 3
Fixed Fee
1.35%
Scheme Return
-2.92%
Benchmark Return
-0.45%
Strategy Name Category Rank Scheme Return Benchmark Return Benchmark Category Name Hurdle Rate Fund Size (Cr)
NJ AMC - Freedom ETF
1Out of 3
-3.95%
-0.45%
Nifty 50 TRI
ETF
No Option
₹258.72 Cr.
AlphaaMoney Equity+
1Out of 3
-2.35%
-0.45%
Nifty 50 TRI
ETF
No Option
₹UNDISC. Cr.
Ayan Analytics - PriceBridge Honeycomb
1Out of 3
-2.92%
-0.45%
Nifty 50 TRI
ETF
14%
₹23.67 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
115 Out of 176
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
167 Out of 176
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 - Freedom ETF?
The hurdle rate of NJ AMC - Freedom ETF is No Option.
What is the fixed fee charged in NJ AMC - Freedom ETF ?
The fixed fee charged in NJ AMC - Freedom ETF is 1.00%.
What is the variable fee charged in NJ AMC - Freedom ETF ?
The variable fee charged in NJ AMC - Freedom ETF is No Option .
What is the profit sharing in NJ AMC - Freedom ETF ?
The profit sharing in NJ AMC - Freedom ETF is No Option.
What is the minimum investment in NJ AMC - Freedom ETF ?
The minimum investment in NJ AMC - Freedom ETF is ₹50 Lac
What type of scheme is NJ AMC - Freedom ETF?
NJ AMC - Freedom ETF is an Equity scheme. It falls in the ETF category.
What is the inception date of NJ AMC - Freedom ETF?
The inception date of NJ AMC - Freedom ETF is Mar 9, 2018 .
What is the exit load of NJ AMC - Freedom ETF?
Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.

Top Stories

Advertisement