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NJ Balanced Advantage Fund - Direct Plan - Growth

  • Regular
  • Direct
Category : Dynamic Asset Allocation or Balanced Advantage
Fund House : NJ Mutual Fund

Scheme Objective

The investment objective of the Scheme is to generate capital appreciation by dynamically allocating its assets between equity and specified debt securities.

Scheme Details

  • Fund manager(s)Dhaval Patel , Viral Shah
  • Launch date – 29-Oct-2021
  • Expense ratio – 0.58% as declared on 31-Oct-2025 (category average is 0.68%)
  • Benchmark - NIFTY 50 Hybrid Composite Debt 50:50 Index
  • Min SIP amount - ₹
  • Min investment amount (one time- first time) - ₹
  • Min investment amount (addtional purchase) - ₹
  • Type : Open Ended Fund. You can invest any time in this fund.

Exit Load

NJ Balanced Advantage Fund - Direct Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges.

Net Buy Price
Buy Date
Sell Date
  • Gross Profit
  • Exit Charges
  • Net Profit

Tax Rate

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not included. If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 20%. Any cess/surcharge is not included in the 20%.

Contact Details

NJ Asset Management Private Limited
Unit No. 101A, 1st Floor, Hallmark Business Plaza, Bandra East.
Tel no.: 022 68940000
Fax no.:
Website.: https://www.njmutualfund.com/

Forum

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