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NJ Balanced Advantage Fund - Regular Plan - Growth Option

NJ · Balanced Advantage
Moderate
₹13.47
Current NAV
25 Jun 2026
18.4%
1Y Return
9.9%
3Y CAGR
12.9%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 3.64).
  • Very large asset base (AUM: ₹21,190 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
0.64
Sharpe Ratio
1.44
Beta
3.64
Alpha
0.79
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Fund Details
Fund House NJ
Category Balanced Advantage
AUM ₹21190 Cr
Expense Ratio 1.04%
Min SIP ₹500
Min Lumpsum ₹1000
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