NJ Balanced Advantage Fund

Dynamic Asset Allocation / BAFHybrid Rank 27 of 34

NAV · Direct-Growth

₹14.12-0.08-0.56%

As of 1 Oct 2026 · AMFI

NAV growth-1.2%

Oct ’25Oct ’26

Arthkar verdictA balanced read

Returns

Lags category

0 of 2 periods ahead

Consistency

Strong

positive in 4 of 5 years

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

1Y return

-1.3%

-4.0 vs cat

3Y CAGR

+7.7%

-1.5 vs cat

5Y CAGR

—

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

9.8%

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 7.7%. 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)

₹14.1200

Last 1Y

-1.19%

Oct 25Min ₹13.33 · Max ₹14.83 · 247 ptsOct 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	-1.88%	-1.86%	19/ 41
1M	-2.42%	-3.39%	5/ 41
3M	-2.15%	-2.64%	15/ 41
6M	+4.51%	+7.63%	20/ 41
YTD	-2.15%	+0.17%	19/ 40
1Y	-1.33%	+2.71%	30/ 40
2Y	-1.89%	+1.91%	34/ 39
3Y	+7.71%	+9.26%	27/ 34

Available plans & options

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