NJ Balanced Advantage Fund Regular Growth
AllocationDynamic Asset Allocation
13.57
-0.04(-0.29%)
NAV as on 17 Dec, 2025
CAGR
10.71%
- AUM (Crs.)3,755.48
- Expense Ratio1.89 %
- Sharpe Ratio / Category Average0.49 / 0.73
- Standard Deviation / Category Average8.36 / 7.69
- Beta / Category Average1.06 / 1.03
- Portfolio Turnover / Category Average189.94 / 184.74
- Top 5 Stocks Wt.56.05
- Top 10 Stocks Wt.71.46
- Top 3 Sectors Wt.56.05
- Investment StyleLarge Growth
- Morningstar Rating
Portfolio
Asset Allocation
Weightage by Market Cap
Concentration
- No. of Stocks--
- Avg. Market Cap--
- Top 10 Stocks--
- Top 5 Stocks--
- Top 3 Sectors--
View Holdings
Fundamentals
| Measures | Fund | Category Average |
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Risk Metrics
Peers
1Y3Y5Y10Y
| Mutual Fund | AUM (cr.) | 3YReturns |
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Holdings
Stocks
Sector
About
- Fund Manager(s)Check HistoryViral Shah, Dhaval Patel
- Launch Date29 Oct, 2021
- BenchmarkS&P BSE 500
Objective
The investment objective of the Scheme is to generate capital appreciation by dynamically allocating its assets between equity and specified debt securities. However, there is no assurance or guarantee that the investment objective of the scheme will be achieved.
Riskometer
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