InvestVerdict
NJ Balanced Advantage Fund
Direct Plan · Growth Option · Balanced Advantage · Scheme code 149264
Fund houseNJ Mutual Fund
CategoryBalanced Advantage
Plan & optionDirect · Growth Option
History4.8 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 0.20 | 4.41 | 3.31 | 2.51 | 9.76 | — | — | — | 8.27 |
| Nifty 100 benchmark |
0.25 | 3.49 | -1.52 | 1.84 | 10.52 | 9.38 | — | — | 12.79 |
| Balanced Advantage category median |
— | — | — | 4.62 | 10.83 | 9.89 | — | 10.83 | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 8.1% | 0.40 | 0.56 | 0.59 | 0.30% | -14.7% | 82.06 |
| Nifty 100 benchmark |
17.1% | 0.23 | 0.32 | — | — | -37.0% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 57 months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 188 | -4.8% | 5.2% | 35.3% | 12% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.