NJ Asset Management Private Limited

Hybrid, Equity, Debt · 11 investment approaches

Total AUM

₹3.6K Cr

Years Active

10.5

AUM Change (3M)

+1.1%

AUM Change (1Y)

-8.4%

Min Investment

₹50L

Schemes

11

Scheme	Category	AUM	1M	1Y	3Y	SI	Sharpe
MULTICAP PORTFOLIO	Equity	₹699 Cr	+2.92%	+15.48%	+18.05%	+14.61%	0.80
FREEDOM PORTFOLIO	Equity	₹149 Cr	+2.55%	+8.76%	+15.70%	+13.21%	0.80
DYNAMIC ASSET ALLOCATION PORTFOLIO AGGRESSIVE	Hybrid	₹124 Cr	+1.46%	+7.53%	+11.04%	+10.94%	0.63
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%	-
FREEDOM ETF PORTFOLIO	Equity	₹311 Cr	-0.13%	+6.32%	+11.40%	+10.72%	0.57
LIQUID PORTFOLIO	Debt	₹17 Cr	+0.54%	+5.94%	+6.59%	+5.51%	-
BALANCED ADVANTAGE PORTFOLIO	Hybrid	₹205 Cr	+0.53%	+5.84%	+10.31%	+8.97%	0.61
DYNAMIC ETF ALLOCATION PORTFOLIO AGGRESSIVE	Hybrid	₹185 Cr	-0.02%	+4.94%	+9.08%	+9.08%	0.54
DYNAMIC STOCK ALLOCATION PORTFOLIO AGGRESSIVE	Hybrid	₹259 Cr	-0.72%	+2.20%	+7.76%	+8.02%	0.27
BLUECHIP PORTFOLIO	Equity	₹1.6K Cr	-1.21%	+0.26%	+9.53%	+12.09%	0.34

MULTICAP PORTFOLIO

FREEDOM PORTFOLIO

DYNAMIC ASSET ALLOCATION PORTFOLIO AGGRESSIVE

DYNAMIC STOCK ALLOCATION PORTFOLIO CONSERVATIVE

DYNAMIC ETF ALLOCATION PORTFOLIO CONSERVATIVE

FREEDOM ETF PORTFOLIO

LIQUID PORTFOLIO

BALANCED ADVANTAGE PORTFOLIO

DYNAMIC ETF ALLOCATION PORTFOLIO AGGRESSIVE

DYNAMIC STOCK ALLOCATION PORTFOLIO AGGRESSIVE

BLUECHIP PORTFOLIO