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NJ Balanced Advantage Fund - Direct Plan - Growth Option

NJ · Balanced Advantage
Moderate
₹14.37
Current NAV
03 Nov 2026
0.3%
1Y Return
7.9%
3Y CAGR
7.5%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.28%.
  • Very large asset base (AUM: ₹17,230 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Balanced Advantage mandate.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
0.68
Sharpe Ratio
0.58
Beta
-0.82
Alpha
0.87
Sortino
Fund Details
Fund House NJ
Category Balanced Advantage
AUM ₹17230 Cr
Expense Ratio 0.28%
Min SIP ₹500
Min Lumpsum ₹1000
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