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NJ Balanced Advantage Fund - Direct Plan - Growth Option

NJ · Balanced Advantage
Moderate
₹14.31
Current NAV
25 Jun 2026
9.8%
1Y Return
13.3%
3Y CAGR
10.3%
5Y CAGR
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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.
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
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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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