NJ Balanced Advantage Fund

Dynamic Asset Allocation / BAFHybrid Rank 23 of 34

NAV · Direct-Growth

₹14.71+0.00+0.00%

As of 18 Aug 2026 · AMFI

NAV growth+2.2%

Aug ’25Aug ’26

Arthkar verdictA balanced read

Returns

Lags category

0 of 2 periods ahead

Consistency

Strong

positive in 5 of 5 years

Trails its Dynamic Asset Allocation / BAF category on 1Y & 3Y.

1Y return

+2.2%

-5.1 vs cat

3Y CAGR

+10.0%

-1.3 vs cat

5Y CAGR

—

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

9.6%

3Y std dev

Go deeper on NJ Balanced Advantage Fund

Two data-only views, computed from this fund's real NAV history — no projections.

NJ Balanced Advantage Fund SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.NJ Balanced Advantage Fund real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

NJ Balanced Advantage Fund is a Dynamic Asset Allocation / BAF scheme from NJ. 3-year CAGR: about 10.0%. Worst historical drawdown: -15% in Apr 2025 — ongoing.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF0J8L01040

NAV (Direct-Growth)

₹14.7100

Last 1Y

+2.15%

Aug 25Min ₹13.33 · Max ₹14.83 · 247 ptsAug 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Apr 2025 — ongoing

-14.7%

Peak ₹15.19 on 3 Sept 2024 → trough ₹12.95 on 7 Apr 2025 (7 months down).

Not yet recovered

Jun 2022

-10.6%

Peak ₹10.15 on 13 Jan 2022 → trough ₹9.07 on 20 Jun 2022 (5 months down).

Recovered in 5 months· 30 Nov 2022

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	-0.54%	-0.39%	31/ 41
1M	+1.59%	+0.99%	8/ 41
3M	+3.67%	+4.35%	28/ 41
6M	+2.58%	+4.42%	11/ 40
YTD	+1.94%	+4.16%	16/ 40
1Y	+2.15%	+7.28%	31/ 40
2Y	-0.30%	+4.77%	34/ 39
3Y	+10.04%	+11.38%	23/ 34

Available plans & options

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