NJ Asset Management Private Limited

Hybrid, Equity, Debt · 11 investment approaches

Total AUM

₹3.4K Cr

Years Active

10.5

AUM Change (3M)

-4.9%

AUM Change (1Y)

-12.9%

Min Investment

₹50L

Schemes

11

Scheme	Category	AUM	1M	1Y	3Y	SI	Sharpe
MULTICAP PORTFOLIO	Equity	₹699 Cr	-5.01%	+7.76%	+14.36%	+13.93%	0.68
DYNAMIC STOCK ALLOCATION PORTFOLIO CONSERVATIVE	Hybrid	₹0 Cr	+0.59%	+7.20%	-	+5.00%	-
DYNAMIC ETF ALLOCATION PORTFOLIO CONSERVATIVE	Hybrid	₹0 Cr	+1.31%	+7.05%	+0.00%	+5.33%	-
LIQUID PORTFOLIO	Debt	₹17 Cr	+0.48%	+5.92%	+6.56%	+5.52%	-
DYNAMIC ASSET ALLOCATION PORTFOLIO AGGRESSIVE	Hybrid	₹120 Cr	-3.40%	+3.88%	+9.32%	+10.45%	0.47
FREEDOM PORTFOLIO	Equity	₹141 Cr	-5.50%	+3.07%	+13.03%	+12.36%	0.63
BALANCED ADVANTAGE PORTFOLIO	Hybrid	₹197 Cr	-3.69%	+1.10%	+8.36%	+7.97%	0.41
DYNAMIC ETF ALLOCATION PORTFOLIO AGGRESSIVE	Hybrid	₹178 Cr	-3.63%	+0.33%	+7.11%	+8.52%	0.36
FREEDOM ETF PORTFOLIO	Equity	₹292 Cr	-5.77%	-1.35%	+8.94%	+9.85%	0.40
DYNAMIC STOCK ALLOCATION PORTFOLIO AGGRESSIVE	Hybrid	₹245 Cr	-4.71%	-2.46%	+5.68%	+7.46%	0.09
BLUECHIP PORTFOLIO	Equity	₹1.5K Cr	-7.73%	-6.84%	+6.21%	+10.92%	0.16

MULTICAP PORTFOLIO

DYNAMIC STOCK ALLOCATION PORTFOLIO CONSERVATIVE

DYNAMIC ETF ALLOCATION PORTFOLIO CONSERVATIVE

LIQUID PORTFOLIO

DYNAMIC ASSET ALLOCATION PORTFOLIO AGGRESSIVE

FREEDOM PORTFOLIO

BALANCED ADVANTAGE PORTFOLIO

DYNAMIC ETF ALLOCATION PORTFOLIO AGGRESSIVE

FREEDOM ETF PORTFOLIO

DYNAMIC STOCK ALLOCATION PORTFOLIO AGGRESSIVE

BLUECHIP PORTFOLIO