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NJ Balanced Advantage Fund - Regular Plan - IDCW Payout Option

NJ · Balanced Advantage
Moderate
₹13.47
Current NAV
25 Jun 2026
10.9%
1Y Return
10.4%
3Y CAGR
11.4%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.99).
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Balanced Advantage mandate.
Cons / Risks
  • Returns are subject to standard market fluctuations and interest rate risks.
  • No indexation benefits under current tax laws for short holding periods.
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
1.99
Sharpe Ratio
0.69
Beta
-1.51
Alpha
2.77
Sortino
Fund Details
Fund House NJ
Category Balanced Advantage
AUM ₹1540 Cr
Expense Ratio 1.09%
Min SIP ₹500
Min Lumpsum ₹1000
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