NSE ScannerNJ Mutual Fund · Hybrid · Balanced Advantage · Direct plan
NJ Balanced Advantage Fund - Direct Plan - Growth
₹14.13NAV on 30 Oct 2026Expense ratio 1.14%
29 Oct 2025NAV low 13.33 · high 14.83-1.9%
In plain words
Over 3 years it returned +7.7% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -14.7%.
On 3-year return it ranks 24 of 30 funds in Balanced Advantage.
A monthly SIP over 3 years ended ₹8,105 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -0.5% | +1.9% |
| 3 months | -3.8% | -5.1% |
| 6 months | +0.6% | -3.2% |
| 1 year | -1.5% | -10.2% |
| 3 years (yearly) | +7.7% | +7.4% |
| Since start (yearly) | +7.2% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,18,935 | -1.4% |
| 3 years | ₹3,60,000 | ₹3,70,218 | +1.7% |
Other plan of this fund: NJ Balanced Advantage Fund - Regular Plan - Growth