NJ Balanced Advantage Fund
NAV : ₹ 13.57 as of 17 December, 2025
Overview
₹ 3,755.48 Cr
Fund size
₹ 100
Min SIP
₹ 500
Lumpsum
08 October 2021
Launch date
Growth
Fund plan
Regular
Scheme type
2
Rating by Value Research
Return Calculator
₹ 5,000
Over the past
Total Investment of ₹1,80,000
Monthly SIP of ₹5,000 would have become ₹2,13,406 in 3 years with a gain of ₹33,406 (+15.65%)
Disclaimer: Past performance is not an indicator of future returns
Top Holdings
Reliance Industries Ltd. | 9.28% |
Bajaj Finance Ltd. | 5.19% |
HDFC Bank Ltd. | 4.55% |
Eicher Motors Ltd. | 3.28% |
Bosch Ltd. | 3.07% |
Equity Holding(s) Distribution
Other Scheme Info
Expense Ratio
Inclusive of GST
1.89%
Stamp Duty
0.005%
Exit Load
For units in excess of 5% of the investment,1% will be charged for redemption within 30 days
0
View Scheme Document
Peer Analysis
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Compare Funds
Compare with other funds
NJ Balanced Advantage Fund Managers
List of NJ Mutual Fund's top performing schemes
Fund House
NJ Mutual Fund
Total AUM: 5450.72Cr
NJ Mutual Fund, established in 2021, is overseen by NJ Trustee Limited. This Indian asset management company is part of NJ India Invest Pvt. Ltd., a pioneering financial management entity founded in 1994 to adapt to the shifting dynamics of the financial services industry at the time. In today's financial landscape, the NJ Group—co-founded by Mr. Niraj Choksi and Mr. Jignesh Desai, whose initials inspire "NJ"—operates a wide-ranging business spanning the distribution of financial products and services, as well as loans/credit, insurance, asset management, and offshore funds distribution. Committed to quality and disciplined investment practices, NJ Mutual Fund offers a diverse array of schemes designed to cater to various investment needs.
Learn more about NJ Mutual Fund
Kotak Securities Limited: AMFI-registered Mutual Fund Distributor
FAQ for NJ Balanced Advantage Fund
Start SIP with just Rs.100
Start SIP with just Rs.100