NJ Balanced Advantage Fund Regular - Growth
NJ Balanced Advantage Fund Regular - Growth: Mutual Fund Overview
NJ Balanced Advantage Fund Regular - Growth is an Dynamic Asset Allocation mutual fund with over 4.37 years of performance history. The scheme manages an AUM of ₹3567.21 Cr and has a NAV of ₹13.07. It is rated '2' stars by analysts. Investors can begin a SIP with as little as ₹100.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 3.4%.
Hybrid, Dynamic Asset Allocation, Principal at very high risk
1 Year Return 3.4% at 12 Mar 2026 08:42 PM
Fund Details
NAV 13.07
Sub-Type Dynamic Asset Allocation
Rating 2
Min. SIP Amount ₹100.0
Fund Age(Year) 4.37
Fund Size(in Crores) 3567.21
Fund Performance
1 Month -4.52%
3 Month -4.03%
6 Month -5.97%
1 Year 3.4%
3 Year 9.86%
5 Year 0.0%
Know This Fund
As on 12 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (99.94%) Market Cap Small Cap 8.11 Mid Cap 75.63 Large Cap 16.21 Top Sectors Financial 20.48 Capital Goods 11.43 Services 10.76 Automobile 9.08 Healthcare 8.8 Energy 6.23 Consumer Staples 5.09 Metals & Mining 4.76 Technology 4.72 Chemicals 4.45 Construction 4.23 Communication 3.14 Materials 2.86 Consumer Discretionary 2.02 Insurance 1.09 Textiles 0.81 Top Holding Rail Vikas Nigam 0.47 Endurance Technologies 0.25 National Aluminium Company 0.84 Aurobindo Pharma 0.9 Thermax 0.32 Tata Communications 0.5 FSN E-Commerce Ventures 0.96 BSE 2.92 Cummins India 1.75 Linde India 0.37 L&T Technology Services 0.26 Dixon Technologies (India) 1.14 HDFC AMC 1.45 Ajanta Pharma 0.33 AWL Agri Business 0.23 One97 Communications 1.18 New India Assurance 0.09 The Federal Bank 1.95 Hero Motocorp 1.96 Union Bank of India 1.03 UPL 0.94 K.P.R. Mill 0.27 Bank of Maharashtra 0.4 SBI Cards 0.61 Godfrey Phillips India 0.23 Oberoi Realty 0.47 Indraprastha Gas 0.32 ACC 0.26 PI Industries 0.67 Kei Industries 0.83 AIA Engineering 0.39 Sona BLW Precision Forgings 0.63 United Breweries 0.31 Housing & Urban Dev Corp 0.25 Colgate-Palmolive (India) 0.78 Supreme Industries 0.68 JK Cement 0.63 IRB Infra Dev 0.22 Glenmark Pharmaceuticals 0.85 360 One Wam 0.74 Dabur India 0.81 L&T Fin 0.61 Exide Industries 0.4 Syngene International 0.21 Nippon Life India Asset Management 0.44 Voltas 0.94 Swiggy 1.06 IDBI Bank 0.17 Mankind Pharma 0.67 Persistent Systems 1.36 Polycab India 1.2 Godrej Industries 0.11 Astral 0.54 Indian Railway Catering & Tourism 0.45 Tata Technologies 0.27 Lupin 1.47 Hexaware Technologies 0.19 APL Apollo Tubes 1.07 Blue Star 0.67 Indian Overseas Bank 0.14 Jindal Stainless 0.66 Procter & Gamble Hygiene and Health Care 0.28 Adani Total Gas 0.37 Mphasis 0.69 Godrej Properties 0.68 Mahindra & Mahindra Financial Services 0.65 Gujarat Fluorochemicals 0.39 Cochin Shipyard 0.33 Apar Industries 0.5 Page Industries 0.53 Honeywell Automation India 0.18 MRF 0.76 Sundaram Finance 1 Vodafone Idea 0.77 Torrent Power 0.79 NHPC 0.63 Oil India 0.7 CRISIL 0.28 Berger Paints India 0.34 Max Financial Services 1.26 General Insurance Corporation of India 0.31 Abbott India 0.37 GE Vernova T&D 1.26 Indian Bank 0.92 Dalmia Bharat 0.42 Motilal Oswal Financial Services 0.3 Prestige Estates Projects 0.62 Suzlon Energy 1.37 Fert & Chem Travancore 0.12 Apollo Tyres 0.39 Aditya Birla Capital 0.7 Muthoot Finance 0.95 Bank of India 0.56 Lloyds Metals & Energy 0.42 Bharat Dynamics 0.31 Premier Energies 0.22 Jubilant FoodWorks 0.54 Hitachi Energy India 0.86 Schaeffler India 0.46 Ipca Laboratories 0.56 3M India 0.28 Bharat Heavy Electricals 1.02 Waaree Energies 0.69 Patanjali Foods 0.46 Escorts Kubota 0.31 Steel Authority Of India 0.63 Vishal Mega Mart 0.66 Glaxosmithkline Pharma 0.28 The Phoenix Mills 0.82 Alkem Laboratories 0.87 Tata Investment Corporation 0.23 GMR Airports 0.95 Fortis Healthcare 1.3 Biocon 0.73 ITC Hotels 0.43 Deepak Nitrite 0.29 IDFC First Bank 1.28 SRF 0.98 Coromandel International 0.69 Tube Investments Of India 0.78 KPIT Technologies 0.33 Kalyan Jewellers India 0.42 NTPC Green Energy 0.22 Gujarat Gas 0.19 UNO Minda 0.57 AU Small Finance Bank 1.43 Oracle Financial Services Software 0.44 UCO Bank 0.09 JSW Infrastructure 0.22 LIC Housing Fin. 0.43 NMDC 0.75 Global Health 0.25 Ashok Leyland 1.59 Hindustan Petroleum Corporation 1.11 Indusind Bank 1.66 Container Corporation Of India 0.45 SJVN 0.14 Marico 1.1 Coforge 1.05 Indian Renewable Energy Development Agency 0.26 Balkrishna Industries 0.5 Indus Towers 1.55 Bharat Forge 1.35 ICICI Prudential 0.68 Petronet LNG 0.64 PB Fintech 1.33 Yes Bank 0.96 Bharti Hexacom 0.32 NLC India 0.22 Tata Elxsi 0.41
Debt & Others (0.05%) Sector Allocation Net Payables -0.12 Reverse Repo/CBLO 0.17 Debt Credit Ratings Debt Category Others 0.05
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-Growth Ret 1M -7.84% Ret 1Y 9.54% Ret 3Y 18.08% Ret 5Y 15.51%
Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Ret 1M -7.84% Ret 1Y 9.54% Ret 3Y 18.08% Ret 5Y 15.51%
Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Reinvestment Ret 1M -7.84% Ret 1Y 9.54% Ret 3Y 18.08% Ret 5Y 15.51%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-Growth Ret 1M -6.82% Ret 1Y 14.65% Ret 3Y 21.28% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Ret 1M -6.82% Ret 1Y 14.65% Ret 3Y 21.28% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Reinvestment Ret 1M -6.82% Ret 1Y 14.65% Ret 3Y 21.28% Ret 5Y 0%
Equity, Flexi Cap funds Axis Midcap Fund Regular-Growth Ret 1M -4.99% Ret 1Y 12.47% Ret 3Y 18.49% Ret 5Y 14.17%
Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Payout Ret 1M -4.99% Ret 1Y 12.47% Ret 3Y 18.49% Ret 5Y 14.17%
Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Reinvestment Ret 1M -4.99% Ret 1Y 12.47% Ret 3Y 18.49% Ret 5Y 14.17%
Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-Growth Ret 1M -7.74% Ret 1Y 15.13% Ret 3Y 22.0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-IDCW Payout Ret 1M -7.74% Ret 1Y 15.13% Ret 3Y 22.0% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.91%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Vishal Ashar
Education Mr. Ashar has done MBA in Finance
Experience Prior to joining Motilal Oswal AMC, he has worked with NJ Mutual Fund, Indiabulls Mutual Fund, Motilal Oswal Financial Services Ltd and Sharekhan
Dhaval Patel
Education Mr. Patel has done IBS from Hyderabad
Experience Prior to joining NJ Mutual Fund, he has worked with Axis Mutual Fund, Credit Analysis & Research Ltd.
Viral Shah
Education Mr. Shah has done B.E. and MBA (Finance)
Experience Mr. Shah has started his career with NJ Group and has been Principal Officer for PMS segment with NJ Asset Management for more than 10 years.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 21
Date of Incorporation 2021-10-29
Total AUM 7053.56
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
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