NJ Balanced Advantage Fund Direct Growth

Scheme code: INF0J8L01040 NAV value: ₹ 13.6900 NAV date: 7 May, 2025

Fund option: Direct Fund type: Growth

Asset class: Hybrid Asset category: Dynamic Asset Allocation or Balanced Advantage

Rolling returns

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	-2.25	38.17	19.47	18.28
3 year	9.82	13.94	11.78	13.02

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	15.51	19.47
3 year	6.28	33.32	15.79	11.78
5 year	3.54	26.02	13.5
7 year	3.33	15.62	11.71
10 year	3.49	17.22	10.6
12 year	3.07	16.17	10.84
15 year	6.95	15.66	10.88

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-57.24	250.45	139.06	19.47
3 year	9.08	58.7	29.31	11.78
5 year	3.67	48	18.04
7 year	3.8	31.03	14.14
10 year	3.8	28.93	12.39
12 year	3.63	26.65	12.59
15 year	7.01	32.26	12.89

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	20.76	19.47
3 year	7.68	33.37	17.09	11.78
5 year	2.35	27.63	13.51
7 year	3.76	16.01	12.07
10 year	3.56	16.94	10.92
12 year	3.31	16.54	11.01
15 year	6.56	16.42	10.96

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	19.68	19.47
3 year	8.04	34.46	18.26	11.78
5 year	3.37	28.64	14.21
7 year	3.97	16.42	12.41
10 year	3.53	17.72	11.22
12 year	3.1	16.97	11.31
15 year	6.68	16.96	11.22

- Average return: 19.47% - Median return: 23.3% - Average standard deviation: 3.05

- Average return: 11.78% - Median return: 11.75% - Average standard deviation: 0.95

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	12,68,538	68,538	5.72
3 year	36,00,000	43,44,250	7,44,250	6.47