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NJ Mutual Fund - Schemes, NAV & Returns
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 ... Read more
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NJ Mutual Fund FAQ'S
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:
- NJ Overnight Fund Direct-Growth : Delivered 1.25% returns over a 3-month period.
- NJ Arbitrage Fund Direct-Growth : Achieved 2.76% returns over a 6-month horizon.
- NJ Arbitrage Fund Direct-Growth : Recorded 5.78% returns over a 1-year timeline.
For investment horizons spanning 2 to 5 years, the highest-performing mid-term schemes within the NJ Mutual Fund portfolio are:
- NJ Arbitrage Fund Direct-Growth : Generated 6.38% returns over a 2-year period.
- NJ Balanced Advantage Fund Direct-Growth : Posted 10.27% returns over a 3-year horizon.
Across the active lineup of NJ Mutual Fund, the cost structure varies significantly depending on the scheme category:
- Highest Expense Ratio: NJ ELSS Tax Saver Scheme Regular-Growth features an expense ratio of 2.34%.
- Lowest Expense Ratio: NJ Overnight Fund Direct-Growth offers a lower expense ratio of 0.05%.
