NJ Balanced Advantage Fund

GrowthHybrid Dynamic Asset Allocation Fund

13.080

11.23%

not rated

  • 1M
  • 3M
  • 6M
  • 1YR
  • 3YR
  • 5YR
  • 10YR
  • Since Inception

Fund Information

  • 3,935.41 Cr.

  • Growth

  • 1.87%

  • Hybrid- Dynamic Asset Allocation Fund

  • Nifty 50 Arbitrage Index

  • 05 Oct 2021

  • NJ Mutual Fund know more

Fund Managed By

Riskometer

Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 9.21% 3.77% 3.09% 14.18% 25.47% 20.63% 26.35% 14.78%
Category Average 5.84% 1.73% -0.57% 7.34% 14.77% 12.53% 14.99% 10.21%
NJ Balanced Advantage Fund 5.65% -0.76% -4.32% 2.11% 14.08% 11.23% - -
HDFC Balance Advantage Fund 5.63% 2.78% -0.41% 8.44% 22.18% 20.63% 26.35% 14.78%
Axis Balanced Advantage Fund 5.26% 2.33% 1.28% 14.18% 19.01% 15.03% 14.67% -
Baroda BNP Paribas Dynamic Equity Fund 7.06% 1.56% -0.82% 7.70% - - - -
SBI Balanced Advantage Fund 5.55% 3.11% 1.99% 8.55% - - - -
Invesco India Dynamic Equity Fund 6.48% 0.67% -0.57% 8.54% - - - -

Fund Portfolio Details

Equity 66.57%

Debt 26.39%

Others -11.02%

Portfolio Holdings shown is as of 28 Feb 2025