NJ Mutual Fund offers one of India's most trusted and diversified investment platforms, with 17 active schemes spanning Equity, Hybrid, Debt categories - making it a strong fit for retirement-focused investors at every stage of their journey. The NJ ... NJ Mutual Fund offers one of India's most trusted and diversified investment platforms, with 17 active schemes spanning Equity, Hybrid, Debt categories - making it a strong fit for retirement-focused investors at every stage of their journey. The NJ Balanced Advantage Fund Regular-Growth leads the fund house with the highest AUM at ₹3,302.74 Cr, a testament to the scale of investor confidence it commands. With an average expense ratio of 1.10% across all schemes, NJ Mutual Fund balances cost efficiency with consistent performance - a key consideration for long-term retirement savers. Read more
The core objective of NJ Mutual Fund is to provide professionally managed investment avenues tailored to help investors achieve their financial goals.
By offering a comprehensive suite of Equity, Hybrid, Debt schemes, the fund house focuses on optimizing the risk-reward ratio to deliver consistent long-term capital appreciation and wealth creation.
NJ Mutual Fund features a diverse lineup of 17 active schemes spanning equity, debt, hybrid, and index fund categories.
This broad selection allows investors to easily align their choices with their individual risk tolerances and financial timelines.
The flagship scheme commanding the largest market share for the fund house is NJ Balanced Advantage Fund Regular-Growth, which leads with Assets Under Management (AUM) of ₹3,302.74 Cr.
This serves as a strong indicator of sustained investor trust and market participation.
For short-term financial horizons of up to a year, the top-performing schemes from NJ Mutual Fund based on historical returns include:
For investment horizons spanning 2 to 5 years, the highest-performing mid-term schemes within the NJ Mutual Fund portfolio are:
Across the active lineup of NJ Mutual Fund, the cost structure varies significantly depending on the scheme category: