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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹500
AUM (Fund size)
₹3,567 Cr
Lock In Period
N/A
Expense Ratio
1.9
Benchmark
Nifty50 Hybrid Composite Debt 50:50 Index
Exit Load
All units redeemed /switched-out in excess of the 5% load free units will be subject to the below mentioned exit load. 1.00% - if Units are redeemed/switched-out on or before 30 days from the date of allotment. Nil - if redeemed after 30 days from the date of allotment.
Summary
Latest details for NJ Balanced Advantage Fund Growth include a ₹12.74 NAV as of Mar 27,2026 and returns since inception of 32.34%. Minimum investments start at SIP ₹100. The NJ Balanced Advantage Fund Growth AUM is ₹3,567 Cr, with a lock-in of N/A years, expense ratio of 1.9%, and benchmark Nifty50 Hybrid Composite Debt 50:50 Index. Exit load is - All units redeemed /switched-out in excess of the 5% load free units will be subject to the below mentioned exit load. 1.00% - if Units are redeemed/switched-out on or before 30 days from the date of allotment. Nil - if redeemed after 30 days from the date of allotment.. In the growth review for 1M Month/Year, the fund recorded -4.80% returns, against a category average of -0.91% and a category best of 126.76%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -4.80 | -0.91 | 126.76 |
| 6M | -5.84 | 1.06 | 126.76 |
| 1Y | -0.15 | 3.53 | 126.76 |
| 3Y | 9.79 | 8.34 | 126.76 |
Portfolio Analysis
- Equity: 88.90%
- Debt: 11.05%
- Others
As on: 2026-02-28
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About Fund
NJ Balanced Advantage Fund Growth managed by NJ Mutual Fund,is a Equity - Hybridscheme with Assets Under Management of ₹3,567 Crore. The fund benchmarks its performance against the Nifty50 Hybrid Composite Debt 50:50 Index while maintaining an expense ratio of 1.9. Under the expert guidance of Viral Shah ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundMirae Asset Arbitrage Fund Growth | 3 | 3833.92 CR | 0.93 |
| This FundPGIM India Balanced Advantage Fund Growth | 1 | 885.03 CR | 2.23 |
| This FundLIC MF Balanced Advantage Fund Growth | 1 | 709.59 CR | 2.39 |
| This FundNJ Balanced Advantage Fund Growth | 1 | 3567.21 CR | 1.9 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundMirae Asset Arbitrage Fund Growth | 5.9958 | 21.9747 |
| This FundPGIM India Balanced Advantage Fund Growth | 0.278 | 26.9129 |
| This FundLIC MF Balanced Advantage Fund Growth | -2.2677 | 27.0738 |
| This FundNJ Balanced Advantage Fund Growth | -0.1549 | 32.3409 |
FAQs
NJ Balanced Advantage Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of NJ Balanced Advantage Fund Growth is 1.9. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
NJ Balanced Advantage Fund Growth’s fund performance is as follows:
- 1 Month : -4.80%
- 6 Months : -5.84%
- 1 Year : -0.15%
- 3 Years : 9.79%
You can invest in NJ Balanced Advantage Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of NJ Balanced Advantage Fund Growth is ₹3,567 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in NJ Balanced Advantage Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500