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NJ Flexi Cap Fund - Direct Plan - Growth Option

NJ · Flexi Cap
High
₹12.75
Current NAV
23 Oct 2026
-9.0%
1Y Return
8.4%
3Y CAGR
14.0%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.1%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.70).
  • Very large asset base (AUM: ₹23,750 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.70
Sharpe Ratio
1.00
Beta
-0.80
Alpha
1.87
Sortino
Fund Details
Fund House NJ
Category Flexi Cap
AUM ₹23750 Cr
Expense Ratio 0.10%
Min SIP ₹500
Min Lumpsum ₹1000
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