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NJ Balanced Advantage Fund Growth Return

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  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

NJ Balanced Advantage Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹500

AUM (Fund size)

₹3,394 Cr

Lock In Period

N/A

Expense Ratio

2.56

Exit Load

Nil

Benchmark

Nifty50 Hybrid Composite Debt 50:50 Index

NJ Balanced Advantage Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M2.910.13126.76
6M2.752.29126.76
1Y1.394.86126.76
3Y8.8412.67126.76

Portfolio Analysis

  • Equity: 90.41%
  • Debt: 9.62%
  • Others
As on: 2026-06-30
View allocation % by

1. Cipla Limited2.73%
2. Torrent Pharmaceuticals Limited2.60%
3. Sun Pharmaceutical Industries Limited2.55%
4. Dr. Reddy's Laboratories Limited2.48%
5. Alkem Laboratories Limited2.38%
6. Ajanta Pharma Limited1.56%
7. JB Chemicals & Pharmaceuticals Limited0.99%
8. Abbott India Limited0.24%
9. Glenmark Pharmaceuticals Limited0.08%
10. Laurus Labs Limited0.01%

1. HDFC Bank Limited6.50%
2. ICICI Bank Limited3.69%
3. Kotak Mahindra Bank Limited1.76%
4. Axis Bank Limited1.23%
5. Yes Bank Limited0.39%
6. IDFC First Bank Limited0.32%
7. Bandhan Bank Limited0.08%
8. IndusInd Bank Limited0.06%

1. Britannia Industries Limited2.78%
2. Nestle India Limited2.06%

1. Eicher Motors Limited2.82%
2. Hero MotoCorp Limited1.53%
3. Bajaj Auto Limited0.14%
4. TVS Motor Company Limited0.04%

1. Reliance Industries Limited4.25%
2. Bharat Petroleum Corporation Limited0.00%

1. Tech Mahindra Limited0.77%
2. Mphasis Limited0.73%
3. Tata Technologies Limited0.65%
4. HCL Technologies Limited0.49%
5. Tata Elxsi Limited0.47%
6. Tata Consultancy Services Limited0.45%
7. Infosys Limited0.44%
8. Wipro Limited0.05%

1. Marico Limited3.47%

1. Bosch Limited3.18%

1. Dr. Lal Path Labs Limited2.74%
2. Max Healthcare Institute Limited0.02%
3. Apollo Hospitals Enterprise Limited0.01%

1. Colgate Palmolive (India) Limited1.07%
2. Emami Limited0.99%
3. Dabur India Limited0.52%
4. Hindustan Uever Limited0.10%

1. ITC Limited2.56%

1. HDFC Asset Management Company Limited1.68%
2. UTI Asset Management Company Limited0.68%

1. Bajaj Finance Limited1.12%
2. Muthoot Finance Limited0.82%
3. Shriram Finance Limited0.34%
4. SBI Cards and Payment Services Limited0.05%
5. Manappuram Finance Limited0.02%

1. Oil & Natural Gas Corporation Limited2.09%
2. Oil India Limited0.02%

1. Pidilite Industries Limited1.98%

1. Page Industries Limited1.83%

1. Bharti Airtel Limited0.81%
2. Vodafone Idea Limited0.54%

About Fund NJ Balanced Advantage Fund Growth

NJ Balanced Advantage Fund Growth managed by NJ Mutual Fund,is a Equity - Hybridscheme with Assets Under Management of ₹3,394 Crore. The fund benchmarks its performance against the Nifty50 Hybrid Composite Debt 50:50 Index while maintaining an expense ratio of 2.56. 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.

Fund Managers

Viral Shah

Mr. Viral Shah by qualification is B.E. MBA (Finance). He has more than 16 years of experience in financial services. Mr. Shah has started his career with NJ Group and has been Principal Officer for PMS segment with NJ Asset Management for more than 10 years.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
LIC MF Balanced Advantage Fund Growth1684 CR3.05
Mirae Asset Arbitrage Fund Growth33,737 CR3.58
SBI Retirement Benefit Fund - Aggressive Plan Growth03,113 CR2.02
NJ Balanced Advantage Fund Growth13,393 CR2.56
Fund Name1Y3Y
This FundLIC MF Balanced Advantage Fund Growth-1.354920.3966
This FundMirae Asset Arbitrage Fund Growth5.858121.5703
This FundSBI Retirement Benefit Fund - Aggressive Plan Growth0.69128.2651
This FundNJ Balanced Advantage Fund Growth1.39528.9449

NJ Balanced Advantage Fund Growth 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 2.56. 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 : 2.91%
  • 6 Months : 2.75%
  • 1 Year : 1.39%
  • 3 Years : 8.84%
Returns of NJ Balanced Advantage Fund Growth are updated daily based on NAV of ₹ 13.82 as on Jul 31,2026. Since inception, the return has been 28.94%.

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 ₹3,394 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.