NJ Flexi Cap Fund Growth Return

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

NJ Flexi Cap Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹500

AUM (Fund size)

₹2,697 Cr

Lock In Period

N/A

Expense Ratio

2.31

Exit Load

Nil

Benchmark

NIfty 500 Total Return

NJ Flexi Cap Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-4.32-1.335.85
6M7.123.3919.61
1Y-4.894.3123.69
3Y7.7013.0788.25

Portfolio Analysis

  • Equity: 97.28%
  • Debt: 2.69%
  • Others
As on: 2026-08-31
View allocation % by

1. Torrent Pharmaceuticals Limited5.63%
2. Cipla Limited3.65%
3. Sun Pharmaceutical Industries Limited3.63%
4. Alkem Laboratories Limited3.23%
5. Dr. Reddy's Laboratories Limited2.99%
6. Ajanta Pharma Limited2.32%
7. Abbott India Limited0.35%

1. ICICI Bank Limited4.39%
2. HDFC Bank Limited2.23%
3. Kotak Mahindra Bank Limited1.90%

1. Eicher Motors Limited4.49%
2. Hero MotoCorp Limited2.47%
3. Bajaj Auto Limited1.29%

1. Britannia Industries Limited3.96%
2. Nestle India Limited3.11%

1. Tech Mahindra Limited1.26%
2. Mphasis Limited1.17%
3. Tata Technologies Limited1.12%
4. HCL Technologies Limited0.86%
5. Tata Consultancy Services Limited0.75%
6. Infosys Limited0.71%
7. Tata Elxsi Limited0.62%
8. Wipro Limited0.02%

1. Bosch Limited5.29%

1. Dr. Lal Path Labs Limited4.58%

1. Marico Limited4.22%

1. ITC Limited3.13%

1. Oil & Natural Gas Corporation Limited2.91%

1. Pidilite Industries Limited2.90%

1. Colgate Palmolive (India) Limited1.44%
2. Emami Limited1.27%

1. Bajaj Finance Limited1.47%
2. Muthoot Finance Limited1.15%
3. SBI Cards and Payment Services Limited0.03%

1. Page Industries Limited2.25%

1. HDFC Asset Management Company Limited1.30%
2. UTI Asset Management Company Limited0.90%

1. Havells India Limited1.46%

1. Endurance Technologies Limited1.35%

1. Indiamart Intermesh Limited1.21%

1. Aptus Value Housing Finance India Limited1.18%

1. The Great Eastern Shipping Company Limited1.11%

1. Kajaria Ceramics Limited1.01%
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About Fund NJ Flexi Cap Fund Growth

NJ Flexi Cap Fund Growth managed by NJ Mutual Fund,is a Flexi-Capscheme with Assets Under Management of ₹2,697 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.31. Under the expert guidance of Dhaval Patel ,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

Dhaval Patel

Mr. Dhaval Patel has done IBS from Hyderabad. Prior to joining Axis Mutual Fund he has worked with Credit Analysis & Research Ltd.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Helios Flexi Cap Fund Growth08,747 CR2.07
Sundaram Flexicap Fund Growth11,962 CR2.15
NJ Flexi Cap Fund Growth02,696 CR2.31
Bank of India Flexi Cap Fund Growth32,953 CR2.28
Fund Name1Y3Y
This FundHelios Flexi Cap Fund Growth2.87870
This FundSundaram Flexicap Fund Growth-6.108620.6497
This FundNJ Flexi Cap Fund Growth-4.894624.9258
This FundBank of India Flexi Cap Fund Growth10.09659.6624

NJ Flexi Cap Fund Growth FAQs

NJ Flexi Cap 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 Flexi Cap Fund Growth is 2.31. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

NJ Flexi Cap Fund Growth’s fund performance is as follows:
  • 1 Month : -4.32%
  • 6 Months : 7.12%
  • 1 Year : -4.89%
  • 3 Years : 7.70%
Returns of NJ Flexi Cap Fund Growth are updated daily based on NAV of ₹ 12.63 as on Sep 28,2026. Since inception, the return has been 24.93%.

You can invest in NJ Flexi Cap 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 Flexi Cap Fund Growth is ₹2,697 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in NJ Flexi Cap Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
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